FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,478 shares; 2024Q4: 15,268 shares; 2025Q1: 9,525 shares; 2025Q2: 13,224 shares; 2025Q3: 17,671 shares 17,671 $14.6M 0.02% +4,447 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,297 shares; 2024Q4: 212,551 shares; 2025Q1: 217,038 shares; 2025Q2: 237,979 shares; 2025Q3: 244,612 shares 244,612 $14.6M 0.02% +6,633 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,236 shares; 2024Q4: 148,994 shares; 2025Q1: 163,330 shares; 2025Q2: 168,040 shares; 2025Q3: 176,006 shares 176,006 $14.5M 0.02% +7,966 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,325 shares; 2024Q4: 85,337 shares; 2025Q1: 107,729 shares; 2025Q2: 122,129 shares; 2025Q3: 121,698 shares 121,698 $14.4M 0.02% -431 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,088 shares; 2024Q4: 375,087 shares; 2025Q1: 378,748 shares; 2025Q2: 369,524 shares; 2025Q3: 385,583 shares 385,583 $14.3M 0.02% +16,059 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,447 shares; 2024Q4: 729,761 shares; 2025Q1: 513,429 shares; 2025Q2: 432,808 shares; 2025Q3: 383,768 shares 383,768 $14.3M 0.02% -49,040 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469,820 shares; 2024Q4: 522,562 shares; 2025Q1: 608,726 shares; 2025Q2: 581,684 shares; 2025Q3: 493,596 shares 493,596 $14.3M 0.02% -88,088 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,377 shares; 2024Q4: 88,213 shares; 2025Q1: 93,670 shares; 2025Q2: 113,381 shares; 2025Q3: 159,859 shares 159,859 $14.2M 0.02% +46,478 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,659 shares; 2024Q4: 186,985 shares; 2025Q1: 182,108 shares; 2025Q2: 197,258 shares; 2025Q3: 199,379 shares 199,379 $14.2M 0.02% +2,121 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,661 shares; 2024Q4: 190,123 shares; 2025Q1: 185,835 shares; 2025Q2: 211,707 shares; 2025Q3: 180,325 shares 180,325 $14.1M 0.02% -31,382 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,804 shares; 2024Q4: 298,091 shares; 2025Q1: 293,083 shares; 2025Q2: 307,117 shares; 2025Q3: 307,471 shares 307,471 $14.1M 0.02% +354 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,978 shares; 2024Q4: 231,741 shares; 2025Q1: 228,210 shares; 2025Q2: 247,782 shares; 2025Q3: 235,480 shares 235,480 $14.1M 0.02% -12,302 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,147 shares; 2024Q4: 440,641 shares; 2025Q1: 525,340 shares; 2025Q2: 560,777 shares; 2025Q3: 404,817 shares 404,817 $14.1M 0.02% -155,960 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,392 shares; 2024Q4: 330,434 shares; 2025Q1: 327,579 shares; 2025Q2: 297,348 shares; 2025Q3: 355,822 shares 355,822 $14M 0.02% +58,474 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,160 shares; 2024Q4: 111,301 shares; 2025Q1: 351,223 shares; 2025Q2: 440,157 shares; 2025Q3: 323,908 shares 323,908 $13.9M 0.02% -116,249 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,296 shares; 2024Q4: 15,589 shares; 2025Q1: 18,923 shares; 2025Q2: 20,260 shares; 2025Q3: 19,232 shares 19,232 $13.8M 0.02% -1,028 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,357 shares; 2024Q4: 79,037 shares; 2025Q1: 88,317 shares; 2025Q2: 92,454 shares; 2025Q3: 101,756 shares 101,756 $13.8M 0.02% +9,302 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,225 shares; 2024Q4: 241,269 shares; 2025Q1: 247,780 shares; 2025Q2: 274,521 shares; 2025Q3: 366,522 shares 366,522 $13.7M 0.02% +92,001 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,320 shares; 2024Q4: 154,047 shares; 2025Q1: 217,924 shares; 2025Q2: 199,483 shares; 2025Q3: 238,137 shares 238,137 $13.7M 0.02% +38,654 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,941 shares; 2024Q4: 123,421 shares; 2025Q1: 135,156 shares; 2025Q2: 230,960 shares; 2025Q3: 240,543 shares 240,543 $13.7M 0.02% +9,583 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,540 shares; 2024Q4: 26,936 shares; 2025Q1: 28,388 shares; 2025Q2: 33,905 shares; 2025Q3: 45,797 shares 45,797 $13.6M 0.02% +11,892 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,980 shares; 2024Q4: 144,601 shares; 2025Q1: 142,710 shares; 2025Q2: 147,953 shares; 2025Q3: 145,466 shares 145,466 $13.6M 0.02% -2,487 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,936 shares; 2024Q4: 404,877 shares; 2025Q1: 510,080 shares; 2025Q2: 381,911 shares; 2025Q3: 388,172 shares 388,172 $13.5M 0.02% +6,261 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,770 shares; 2024Q4: 61,578 shares; 2025Q1: 59,416 shares; 2025Q2: 63,856 shares; 2025Q3: 60,806 shares 60,806 $13.5M 0.02% -3,050 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,332 shares; 2024Q4: 19,824 shares; 2025Q1: 20,950 shares; 2025Q2: 23,953 shares; 2025Q3: 23,797 shares 23,797 $13.5M 0.02% -156 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,514 shares; 2024Q4: 224,143 shares; 2025Q1: 252,586 shares; 2025Q2: 286,555 shares; 2025Q3: 305,168 shares 305,168 $13.4M 0.02% +18,613 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,789 shares; 2024Q4: 173,441 shares; 2025Q1: 166,911 shares; 2025Q2: 161,653 shares; 2025Q3: 157,205 shares 157,205 $13.3M 0.02% -4,448 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,716 shares; 2024Q4: 43,331 shares; 2025Q1: 38,709 shares; 2025Q2: 47,250 shares; 2025Q3: 71,133 shares 71,133 $13.3M 0.02% +23,883 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,953 shares; 2024Q4: 339,591 shares; 2025Q1: 237,412 shares; 2025Q2: 398,029 shares; 2025Q3: 413,381 shares 413,381 $13.3M 0.02% +15,352 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,437 shares; 2024Q4: 34,665 shares; 2025Q1: 34,781 shares; 2025Q2: 40,740 shares; 2025Q3: 45,923 shares 45,923 $13.3M 0.02% +5,183 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,193 shares; 2024Q4: 247,528 shares; 2025Q1: 262,879 shares; 2025Q2: 269,441 shares; 2025Q3: 266,390 shares 266,390 $13.3M 0.02% -3,051 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,290 shares; 2024Q4: 61,712 shares; 2025Q1: 64,484 shares; 2025Q2: 62,480 shares; 2025Q3: 70,610 shares 70,610 $13.3M 0.02% +8,130 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,785 shares; 2024Q4: 88,391 shares; 2025Q1: 100,801 shares; 2025Q2: 123,227 shares; 2025Q3: 106,855 shares 106,855 $13.2M 0.02% -16,372 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,234 shares; 2024Q4: 108,225 shares; 2025Q1: 103,438 shares; 2025Q2: 106,432 shares; 2025Q3: 113,511 shares 113,511 $13.2M 0.02% +7,079 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,942 shares; 2024Q4: 27,948 shares; 2025Q1: 32,442 shares; 2025Q2: 38,226 shares; 2025Q3: 41,424 shares 41,424 $13.2M 0.02% +3,198 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 367,917 shares; 2024Q4: 329,660 shares; 2025Q1: 328,737 shares; 2025Q2: 329,757 shares; 2025Q3: 279,274 shares 279,274 $13.1M 0.02% -50,483 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 508,320 shares; 2024Q4: 516,900 shares; 2025Q1: 601,588 shares; 2025Q2: 427,991 shares; 2025Q3: 566,855 shares 566,855 $13.1M 0.02% +138,864 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976,305 shares; 2024Q4: 1,018,222 shares; 2025Q1: 1,048,063 shares; 2025Q2: 280,895 shares; 2025Q3: 259,289 shares 259,289 $13.1M 0.02% -21,606 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,916 shares; 2024Q4: 95,405 shares; 2025Q1: 90,242 shares; 2025Q2: 100,646 shares; 2025Q3: 125,094 shares 125,094 $13M 0.02% +24,448 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,627 shares; 2024Q4: 74,469 shares; 2025Q1: 72,564 shares; 2025Q2: 66,288 shares; 2025Q3: 50,059 shares 50,059 $13M 0.02% -16,229 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,036 shares; 2024Q4: 12,045 shares; 2025Q1: 17,643 shares; 2025Q2: 22,810 shares; 2025Q3: 43,425 shares 43,425 $13M 0.02% +20,615 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 270,826 shares; 2024Q4: 278,947 shares; 2025Q1: 288,368 shares; 2025Q2: 296,133 shares; 2025Q3: 298,271 shares 298,271 $13M 0.02% +2,138 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,766 shares; 2024Q4: 58,796 shares; 2025Q1: 54,179 shares; 2025Q2: 48,106 shares; 2025Q3: 58,195 shares 58,195 $12.8M 0.02% +10,089 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,685 shares; 2024Q4: 148,487 shares; 2025Q1: 136,590 shares; 2025Q2: 141,362 shares; 2025Q3: 134,644 shares 134,644 $12.8M 0.02% -6,718 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,850 shares; 2024Q4: 73,058 shares; 2025Q1: 66,552 shares; 2025Q2: 64,810 shares; 2025Q3: 68,203 shares 68,203 $12.8M 0.02% +3,393 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,225 shares; 2024Q4: 187,943 shares; 2025Q1: 206,542 shares; 2025Q2: 224,061 shares; 2025Q3: 300,094 shares 300,094 $12.7M 0.02% +76,033 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,356 shares; 2024Q4: 449,835 shares; 2025Q1: 524,352 shares; 2025Q2: 525,217 shares; 2025Q3: 509,547 shares 509,547 $12.7M 0.02% -15,670 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,456 shares; 2024Q4: 53,817 shares; 2025Q1: 59,729 shares; 2025Q2: 62,030 shares; 2025Q3: 64,479 shares 64,479 $12.7M 0.02% +2,449 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 11,926 shares; 2025Q1: 10,761 shares; 2025Q2: 15,202 shares; 2025Q3: 13,479 shares 13,479 $12.6M 0.02% -1,723 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,312,224 shares; 2024Q4: 6,314,158 shares; 2025Q1: 6,287,705 shares; 2025Q2: 6,366,860 shares; 2025Q3: 6,369,922 shares 6,369,922 $12.5M 0.02% +3,062 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 6,007 shares; 2025Q1: 5,900 shares; 2025Q2: 6,424 shares; 2025Q3: 5,325 shares 5,325 $12.4M 0.02% -1,099 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,298 shares; 2024Q4: 94,951 shares; 2025Q1: 90,830 shares; 2025Q2: 87,702 shares; 2025Q3: 85,311 shares 85,311 $12.4M 0.02% -2,391 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 405,485 shares; 2024Q4: 599,767 shares; 2025Q1: 601,981 shares; 2025Q2: 608,762 shares; 2025Q3: 136,896 shares 136,896 $12.4M 0.02% -471,866 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,922 shares; 2024Q4: 34,142 shares; 2025Q1: 26,730 shares; 2025Q2: 175,352 shares; 2025Q3: 180,620 shares 180,620 $12.4M 0.02% +5,268 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,237 shares; 2024Q4: 141,646 shares; 2025Q1: 148,843 shares; 2025Q2: 208,150 shares; 2025Q3: 183,397 shares 183,397 $12.3M 0.02% -24,753 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 13,468 shares; 2025Q1: 15,363 shares; 2025Q2: 18,667 shares; 2025Q3: 19,303 shares 19,303 $12.3M 0.02% +636 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,244 shares; 2024Q4: 40,879 shares; 2025Q1: 42,714 shares; 2025Q2: 47,738 shares; 2025Q3: 52,290 shares 52,290 $12.3M 0.02% +4,552 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,130 shares; 2024Q4: 124,064 shares; 2025Q1: 98,830 shares; 2025Q2: 104,289 shares; 2025Q3: 122,674 shares 122,674 $12.3M 0.02% +18,385 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,399 shares; 2024Q4: 445,936 shares; 2025Q1: 463,426 shares; 2025Q2: 429,606 shares; 2025Q3: 462,572 shares 462,572 $12.2M 0.02% +32,966 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,794 shares; 2024Q4: 72,065 shares; 2025Q1: 68,546 shares; 2025Q2: 81,059 shares; 2025Q3: 88,185 shares 88,185 $12.2M 0.02% +7,126 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,524 shares; 2024Q4: 215,186 shares; 2025Q1: 238,094 shares; 2025Q2: 251,838 shares; 2025Q3: 253,303 shares 253,303 $12.2M 0.02% +1,465 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,988 shares; 2024Q4: 162,738 shares; 2025Q1: 202,344 shares; 2025Q2: 220,999 shares; 2025Q3: 203,683 shares 203,683 $12.2M 0.02% -17,316 WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129,687 shares; 2025Q3: 133,575 shares 133,575 $12.2M 0.02% +3,888 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,820 shares; 2024Q4: 413,004 shares; 2025Q1: 432,037 shares; 2025Q2: 380,315 shares; 2025Q3: 310,091 shares 310,091 $12.2M 0.02% -70,224 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,117 shares; 2024Q4: 186,644 shares; 2025Q1: 180,161 shares; 2025Q2: 180,815 shares; 2025Q3: 177,136 shares 177,136 $12.1M 0.02% -3,679 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080,638 shares; 2024Q4: 1,000,157 shares; 2025Q1: 1,043,354 shares; 2025Q2: 890,868 shares; 2025Q3: 1,009,872 shares 1,009,872 $12.1M 0.02% +119,004 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,592 shares; 2024Q4: 368,555 shares; 2025Q1: 376,950 shares; 2025Q2: 368,386 shares; 2025Q3: 349,436 shares 349,436 $12M 0.02% -18,950 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,719 shares; 2024Q4: 13,666 shares; 2025Q1: 14,883 shares; 2025Q2: 15,073 shares; 2025Q3: 26,332 shares 26,332 $12M 0.02% +11,259 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,196 shares; 2024Q4: 160,188 shares; 2025Q1: 169,883 shares; 2025Q2: 180,120 shares; 2025Q3: 184,790 shares 184,790 $12M 0.02% +4,670 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,579 shares; 2024Q4: 227,990 shares; 2025Q1: 213,750 shares; 2025Q2: 233,940 shares; 2025Q3: 236,134 shares 236,134 $12M 0.02% +2,194 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377,569 shares; 2024Q4: 149,266 shares; 2025Q1: 395,166 shares; 2025Q2: 381,232 shares; 2025Q3: 155,491 shares 155,491 $11.9M 0.02% -225,741 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,217 shares; 2024Q4: 66,370 shares; 2025Q1: 65,590 shares; 2025Q2: 64,351 shares; 2025Q3: 68,956 shares 68,956 $11.9M 0.02% +4,605 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,217 shares; 2024Q4: 16,993 shares; 2025Q1: 15,373 shares; 2025Q2: 14,185 shares; 2025Q3: 12,500 shares 12,500 $11.9M 0.02% -1,685 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,401 shares; 2024Q4: 62,912 shares; 2025Q1: 89,351 shares; 2025Q2: 97,867 shares; 2025Q3: 94,130 shares 94,130 $11.9M 0.02% -3,737 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,878 shares; 2024Q4: 49,203 shares; 2025Q1: 54,451 shares; 2025Q2: 66,453 shares; 2025Q3: 97,662 shares 97,662 $11.9M 0.02% +31,209 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,638 shares; 2024Q4: 10,038 shares; 2025Q1: 16,863 shares; 2025Q2: 29,108 shares; 2025Q3: 42,344 shares 42,344 $11.8M 0.02% +13,236 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,824 shares; 2024Q4: 35,216 shares; 2025Q1: 47,206 shares; 2025Q2: 44,053 shares; 2025Q3: 28,484 shares 28,484 $11.8M 0.02% -15,569 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,621 shares; 2024Q4: 102,809 shares; 2025Q1: 96,584 shares; 2025Q2: 94,523 shares; 2025Q3: 87,529 shares 87,529 $11.8M 0.02% -6,994 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,975 shares; 2024Q4: 113,446 shares; 2025Q1: 139,485 shares; 2025Q2: 144,723 shares; 2025Q3: 140,033 shares 140,033 $11.8M 0.02% -4,690 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,078 shares; 2024Q4: 77,046 shares; 2025Q1: 57,587 shares; 2025Q2: 61,126 shares; 2025Q3: 65,786 shares 65,786 $11.8M 0.02% +4,660 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,403 shares; 2024Q4: 73,254 shares; 2025Q1: 78,129 shares; 2025Q2: 81,187 shares; 2025Q3: 97,340 shares 97,340 $11.7M 0.02% +16,153 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,094 shares; 2024Q4: 438,238 shares; 2025Q1: 463,604 shares; 2025Q2: 435,319 shares; 2025Q3: 461,774 shares 461,774 $11.6M 0.02% +26,455 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,426 shares; 2024Q4: 279,462 shares; 2025Q1: 297,766 shares; 2025Q2: 361,565 shares; 2025Q3: 365,135 shares 365,135 $11.6M 0.02% +3,570 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,327 shares; 2024Q4: 90,092 shares; 2025Q1: 144,475 shares; 2025Q2: 181,319 shares; 2025Q3: 432,102 shares 432,102 $11.6M 0.01% +250,783 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,988 shares; 2024Q4: 42,226 shares; 2025Q1: 42,520 shares; 2025Q2: 45,235 shares; 2025Q3: 48,943 shares 48,943 $11.6M 0.01% +3,708 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,547 shares; 2024Q4: 42,949 shares; 2025Q1: 43,797 shares; 2025Q2: 44,751 shares; 2025Q3: 45,611 shares 45,611 $11.5M 0.01% +860 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,054 shares; 2024Q4: 185,919 shares; 2025Q1: 174,466 shares; 2025Q2: 264,962 shares; 2025Q3: 315,454 shares 315,454 $11.5M 0.01% +50,492 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 854,808 shares; 2024Q4: 900,477 shares; 2025Q1: 1,051,935 shares; 2025Q2: 1,027,850 shares; 2025Q3: 992,739 shares 992,739 $11.5M 0.01% -35,111 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597,525 shares; 2024Q4: 609,766 shares; 2025Q1: 564,058 shares; 2025Q2: 593,269 shares; 2025Q3: 595,411 shares 595,411 $11.5M 0.01% +2,142 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,916 shares; 2024Q4: 37,854 shares; 2025Q1: 36,912 shares; 2025Q2: 41,696 shares; 2025Q3: 56,573 shares 56,573 $11.4M 0.01% +14,877 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 8,114 shares; 2025Q1: 8,914 shares; 2025Q2: 12,707 shares; 2025Q3: 17,503 shares 17,503 $11.4M 0.01% +4,796 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,521 shares; 2024Q4: 102,198 shares; 2025Q1: 97,910 shares; 2025Q2: 120,434 shares; 2025Q3: 94,408 shares 94,408 $11.3M 0.01% -26,026 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,545 shares; 2024Q4: 139,044 shares; 2025Q1: 187,050 shares; 2025Q2: 200,283 shares; 2025Q3: 183,171 shares 183,171 $11.2M 0.01% -17,112 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,826 shares; 2024Q4: 114,109 shares; 2025Q1: 119,480 shares; 2025Q2: 112,574 shares; 2025Q3: 122,756 shares 122,756 $11.2M 0.01% +10,182 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,231 shares; 2024Q4: 244,352 shares; 2025Q1: 246,882 shares; 2025Q2: 246,078 shares; 2025Q3: 247,921 shares 247,921 $11.1M 0.01% +1,843 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,680 shares; 2024Q4: 62,196 shares; 2025Q1: 65,118 shares; 2025Q2: 80,769 shares; 2025Q3: 89,962 shares 89,962 $11M 0.01% +9,193 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,606 shares; 2024Q4: 103,926 shares; 2025Q1: 112,049 shares; 2025Q2: 123,239 shares; 2025Q3: 143,465 shares 143,465 $10.9M 0.01% +20,226 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,788 shares; 2024Q4: 183,702 shares; 2025Q1: 240,624 shares; 2025Q2: 294,476 shares; 2025Q3: 721,576 shares 721,576 $10.9M 0.01% +427,100 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,372 shares; 2024Q4: 54,229 shares; 2025Q1: 53,393 shares; 2025Q2: 56,749 shares; 2025Q3: 70,984 shares 70,984 $10.8M 0.01% +14,235 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127,270 shares; 2025Q2: 395,608 shares; 2025Q3: 397,411 shares 397,411 $10.8M 0.01% +1,803 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580,822 shares; 2024Q4: 864,454 shares; 2025Q1: 574,973 shares; 2025Q2: 537,516 shares; 2025Q3: 167,233 shares 167,233 $10.7M 0.01% -370,283 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,421 shares; 2024Q4: 137,240 shares; 2025Q1: 133,459 shares; 2025Q2: 144,380 shares; 2025Q3: 154,561 shares 154,561 $10.7M 0.01% +10,181 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,371 shares; 2024Q4: 214,829 shares; 2025Q1: 207,559 shares; 2025Q2: 187,815 shares; 2025Q3: 167,947 shares 167,947 $10.7M 0.01% -19,868 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,779 shares; 2024Q4: 51,304 shares; 2025Q1: 51,184 shares; 2025Q2: 56,469 shares; 2025Q3: 46,550 shares 46,550 $10.7M 0.01% -9,919 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,035 shares; 2024Q4: 83,697 shares; 2025Q1: 82,642 shares; 2025Q2: 83,316 shares; 2025Q3: 80,461 shares 80,461 $10.7M 0.01% -2,855 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,253 shares; 2024Q4: 258,564 shares; 2025Q1: 252,830 shares; 2025Q2: 237,659 shares; 2025Q3: 234,662 shares 234,662 $10.7M 0.01% -2,997 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,128 shares; 2024Q4: 212,316 shares; 2025Q1: 215,645 shares; 2025Q2: 209,021 shares; 2025Q3: 245,472 shares 245,472 $10.7M 0.01% +36,451 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,512 shares; 2024Q4: 38,227 shares; 2025Q1: 38,089 shares; 2025Q2: 40,501 shares; 2025Q3: 50,918 shares 50,918 $10.7M 0.01% +10,417 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,573 shares; 2024Q4: 48,194 shares; 2025Q1: 76,766 shares; 2025Q2: 107,895 shares; 2025Q3: 147,859 shares 147,859 $10.6M 0.01% +39,964 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,675 shares; 2024Q4: 613,467 shares; 2025Q1: 285,896 shares; 2025Q2: 245,492 shares; 2025Q3: 230,423 shares 230,423 $10.6M 0.01% -15,069 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,822 shares; 2024Q4: 343,138 shares; 2025Q1: 338,674 shares; 2025Q2: 369,781 shares; 2025Q3: 367,895 shares 367,895 $10.6M 0.01% -1,886 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,750 shares; 2024Q4: 39,486 shares; 2025Q1: 39,057 shares; 2025Q2: 53,491 shares; 2025Q3: 93,032 shares 93,032 $10.5M 0.01% +39,541 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,845 shares; 2024Q4: 105,254 shares; 2025Q1: 106,591 shares; 2025Q2: 114,029 shares; 2025Q3: 135,197 shares 135,197 $10.5M 0.01% +21,168 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,924 shares; 2024Q4: 40,077 shares; 2025Q1: 38,733 shares; 2025Q2: 73,385 shares; 2025Q3: 98,226 shares 98,226 $10.5M 0.01% +24,841 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,260,107 shares; 2024Q4: 326,206 shares; 2025Q1: 230,281 shares; 2025Q2: 211,522 shares; 2025Q3: 259,315 shares 259,315 $10.5M 0.01% +47,793 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,260 shares; 2024Q4: 176,099 shares; 2025Q1: 551,702 shares; 2025Q2: 346,603 shares; 2025Q3: 353,151 shares 353,151 $10.5M 0.01% +6,548 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,639 shares; 2024Q4: 80,146 shares; 2025Q1: 83,461 shares; 2025Q2: 85,102 shares; 2025Q3: 86,238 shares 86,238 $10.3M 0.01% +1,136 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,218 shares; 2024Q4: 135,242 shares; 2025Q1: 140,637 shares; 2025Q2: 140,741 shares; 2025Q3: 128,279 shares 128,279 $10.3M 0.01% -12,462 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 232,827 shares 232,827 $10.3M 0.01% new Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,239 shares; 2024Q4: 181,999 shares; 2025Q1: 173,075 shares; 2025Q2: 159,757 shares; 2025Q3: 143,596 shares 143,596 $10.3M 0.01% -16,161 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,962 shares; 2024Q4: 22,576 shares; 2025Q1: 381,406 shares; 2025Q2: 382,178 shares; 2025Q3: 406,610 shares 406,610 $10.3M 0.01% +24,432 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,217 shares; 2024Q4: 224,243 shares; 2025Q1: 227,390 shares; 2025Q2: 235,930 shares; 2025Q3: 234,780 shares 234,780 $10.3M 0.01% -1,150 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 795,822 shares; 2024Q4: 791,372 shares; 2025Q1: 849,257 shares; 2025Q2: 925,410 shares; 2025Q3: 981,026 shares 981,026 $10.3M 0.01% +55,616 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,370 shares; 2024Q4: 139,515 shares; 2025Q1: 102,792 shares; 2025Q2: 98,301 shares; 2025Q3: 99,465 shares 99,465 $10.3M 0.01% +1,164 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,845 shares; 2024Q4: 103,336 shares; 2025Q1: 110,810 shares; 2025Q2: 105,761 shares; 2025Q3: 101,956 shares 101,956 $10.2M 0.01% -3,805 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,568 shares; 2024Q4: 511,205 shares; 2025Q1: 446,177 shares; 2025Q2: 467,036 shares; 2025Q3: 456,514 shares 456,514 $10.2M 0.01% -10,522 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,057 shares; 2024Q4: 322,581 shares; 2025Q1: 310,772 shares; 2025Q2: 300,123 shares; 2025Q3: 326,431 shares 326,431 $10.2M 0.01% +26,308 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,336 shares; 2024Q4: 178,358 shares; 2025Q1: 166,142 shares; 2025Q2: 169,266 shares; 2025Q3: 163,915 shares 163,915 $10.2M 0.01% -5,351 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,507 shares; 2024Q4: 344,477 shares; 2025Q1: 338,935 shares; 2025Q2: 331,021 shares; 2025Q3: 262,163 shares 262,163 $10.2M 0.01% -68,858 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,544 shares; 2024Q4: 204,242 shares; 2025Q1: 232,734 shares; 2025Q2: 221,072 shares; 2025Q3: 215,013 shares 215,013 $10.2M 0.01% -6,059 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,562 shares; 2024Q4: 132,379 shares; 2025Q1: 138,897 shares; 2025Q2: 223,413 shares; 2025Q3: 222,886 shares 222,886 $10.2M 0.01% -527 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,791 shares; 2025Q2: 134,530 shares; 2025Q3: 279,108 shares 279,108 $10.1M 0.01% +144,578 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,018 shares; 2024Q4: 435,090 shares; 2025Q1: 386,407 shares; 2025Q2: 324,697 shares; 2025Q3: 366,392 shares 366,392 $10.1M 0.01% +41,695 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,076 shares; 2024Q4: 60,392 shares; 2025Q1: 69,748 shares; 2025Q2: 72,895 shares; 2025Q3: 66,539 shares 66,539 $10.1M 0.01% -6,356 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,325 shares; 2024Q4: 242,893 shares; 2025Q1: 310,113 shares; 2025Q2: 307,814 shares; 2025Q3: 314,680 shares 314,680 $10.1M 0.01% +6,866 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,573 shares; 2024Q4: 162,800 shares; 2025Q1: 170,912 shares; 2025Q2: 169,314 shares; 2025Q3: 224,615 shares 224,615 $10.1M 0.01% +55,301 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,815 shares; 2024Q4: 268,466 shares; 2025Q1: 336,003 shares; 2025Q2: 312,434 shares; 2025Q3: 273,964 shares 273,964 $10.1M 0.01% -38,470 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,951 shares; 2024Q4: 56,629 shares; 2025Q1: 62,976 shares; 2025Q2: 60,816 shares; 2025Q3: 61,246 shares 61,246 $10.1M 0.01% +430 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 166,487 shares; 2025Q1: 151,642 shares; 2025Q2: 183,168 shares; 2025Q3: 185,732 shares 185,732 $10.1M 0.01% +2,564 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,567 shares; 2024Q4: 118,966 shares; 2025Q1: 118,937 shares; 2025Q2: 131,760 shares; 2025Q3: 148,585 shares 148,585 $10M 0.01% +16,825 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,683 shares; 2024Q4: 235,770 shares; 2025Q1: 354,922 shares; 2025Q2: 545,674 shares; 2025Q3: 228,749 shares 228,749 $10M 0.01% -316,925 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373,124 shares; 2025Q3: 429,013 shares 429,013 $10M 0.01% +55,889 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,547 shares; 2025Q1: 1,186,586 shares; 2025Q2: 1,184,044 shares; 2025Q3: 1,066,846 shares 1,066,846 $10M 0.01% -117,198 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,459 shares; 2024Q4: 9,443 shares; 2025Q1: 10,232 shares; 2025Q2: 11,240 shares; 2025Q3: 10,861 shares 10,861 $10M 0.01% -379 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,104 shares; 2024Q4: 273,995 shares; 2025Q1: 313,359 shares; 2025Q2: 297,733 shares; 2025Q3: 320,718 shares 320,718 $9.99M 0.01% +22,985 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,222 shares; 2024Q4: 285,251 shares; 2025Q1: 232,131 shares; 2025Q2: 167,398 shares; 2025Q3: 158,370 shares 158,370 $9.96M 0.01% -9,028 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,007 shares; 2024Q4: 35,964 shares; 2025Q1: 34,702 shares; 2025Q2: 36,265 shares; 2025Q3: 45,700 shares 45,700 $9.96M 0.01% +9,435 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,086 shares; 2024Q4: 43,215 shares; 2025Q1: 47,676 shares; 2025Q2: 71,325 shares; 2025Q3: 131,519 shares 131,519 $9.95M 0.01% +60,194 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,860 shares; 2024Q4: 56,198 shares; 2025Q1: 495,814 shares; 2025Q2: 316,328 shares; 2025Q3: 338,999 shares 338,999 $9.94M 0.01% +22,671 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,847 shares; 2024Q4: 132,713 shares; 2025Q1: 239,910 shares; 2025Q2: 248,083 shares; 2025Q3: 335,338 shares 335,338 $9.94M 0.01% +87,255 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,481 shares; 2024Q4: 326,140 shares; 2025Q1: 326,170 shares; 2025Q2: 335,416 shares; 2025Q3: 330,625 shares 330,625 $9.92M 0.01% -4,791 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,133 shares; 2024Q4: 108,734 shares; 2025Q1: 286,308 shares; 2025Q2: 324,659 shares; 2025Q3: 309,361 shares 309,361 $9.89M 0.01% -15,298 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,676 shares; 2024Q4: 25,871 shares; 2025Q1: 27,517 shares; 2025Q2: 73,963 shares; 2025Q3: 70,173 shares 70,173 $9.88M 0.01% -3,790 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,023 shares; 2024Q4: 355,460 shares; 2025Q1: 383,019 shares; 2025Q2: 504,757 shares; 2025Q3: 514,999 shares 514,999 $9.86M 0.01% +10,242 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,492 shares; 2024Q4: 143,337 shares; 2025Q1: 145,467 shares; 2025Q2: 156,509 shares; 2025Q3: 176,725 shares 176,725 $9.85M 0.01% +20,216 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 161,347 shares; 2025Q1: 159,446 shares; 2025Q2: 170,546 shares; 2025Q3: 183,403 shares 183,403 $9.84M 0.01% +12,857 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,631 shares; 2024Q4: 5,342 shares; 2025Q1: 5,520 shares; 2025Q2: 17,291 shares; 2025Q3: 81,200 shares 81,200 $9.83M 0.01% +63,909 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,868 shares; 2024Q4: 60,467 shares; 2025Q1: 54,894 shares; 2025Q2: 61,867 shares; 2025Q3: 66,581 shares 66,581 $9.81M 0.01% +4,714 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,389 shares; 2024Q4: 151,715 shares; 2025Q1: 162,808 shares; 2025Q2: 158,055 shares; 2025Q3: 158,972 shares 158,972 $9.8M 0.01% +917 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,635 shares; 2024Q4: 205,210 shares; 2025Q1: 211,034 shares; 2025Q2: 160,513 shares; 2025Q3: 182,545 shares 182,545 $9.74M 0.01% +22,032 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,219 shares; 2024Q4: 82,684 shares; 2025Q1: 90,686 shares; 2025Q2: 97,942 shares; 2025Q3: 97,259 shares 97,259 $9.72M 0.01% -683 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,217 shares; 2024Q4: 89,921 shares; 2025Q1: 98,072 shares; 2025Q2: 106,172 shares; 2025Q3: 109,260 shares 109,260 $9.7M 0.01% +3,088 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 184,211 shares; 2025Q3: 279,500 shares 279,500 $9.55M 0.01% +95,289 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 704,990 shares; 2024Q4: 512,148 shares; 2025Q1: 467,467 shares; 2025Q2: 430,151 shares; 2025Q3: 489,884 shares 489,884 $9.51M 0.01% +59,733 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,554 shares; 2024Q4: 72,339 shares; 2025Q1: 76,931 shares; 2025Q2: 83,151 shares; 2025Q3: 103,678 shares 103,678 $9.48M 0.01% +20,527 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250,718 shares; 2025Q3: 266,687 shares 266,687 $9.47M 0.01% +15,969 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,781 shares; 2024Q4: 29,523 shares; 2025Q1: 31,326 shares; 2025Q2: 38,799 shares; 2025Q3: 36,432 shares 36,432 $9.45M 0.01% -2,367 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,697 shares; 2024Q4: 114,630 shares; 2025Q1: 125,842 shares; 2025Q2: 126,115 shares; 2025Q3: 112,913 shares 112,913 $9.42M 0.01% -13,202 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,882 shares; 2024Q4: 73,308 shares; 2025Q1: 79,988 shares; 2025Q2: 70,769 shares; 2025Q3: 56,184 shares 56,184 $9.41M 0.01% -14,585 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,001 shares; 2024Q4: 64,402 shares; 2025Q1: 86,441 shares; 2025Q2: 85,972 shares; 2025Q3: 90,529 shares 90,529 $9.39M 0.01% +4,557 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,190 shares; 2024Q4: 29,409 shares; 2025Q1: 29,388 shares; 2025Q2: 26,790 shares; 2025Q3: 26,981 shares 26,981 $9.35M 0.01% +191 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,076 shares; 2024Q4: 166,055 shares; 2025Q1: 151,066 shares; 2025Q2: 137,103 shares; 2025Q3: 129,839 shares 129,839 $9.34M 0.01% -7,264 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,456 shares; 2024Q4: 64,768 shares; 2025Q1: 69,578 shares; 2025Q2: 101,416 shares; 2025Q3: 166,464 shares 166,464 $9.2M 0.01% +65,048 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,189 shares; 2024Q4: 35,044 shares; 2025Q1: 41,389 shares; 2025Q2: 54,048 shares; 2025Q3: 75,989 shares 75,989 $9.12M 0.01% +21,941 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,497 shares; 2024Q4: 115,607 shares; 2025Q1: 117,031 shares; 2025Q2: 121,736 shares; 2025Q3: 124,154 shares 124,154 $9.12M 0.01% +2,418 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,016 shares; 2024Q4: 123,197 shares; 2025Q1: 127,966 shares; 2025Q2: 123,487 shares; 2025Q3: 122,229 shares 122,229 $9.1M 0.01% -1,258 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,853 shares; 2024Q4: 45,024 shares; 2025Q1: 46,685 shares; 2025Q2: 51,607 shares; 2025Q3: 54,011 shares 54,011 $9.1M 0.01% +2,404 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,703 shares; 2024Q4: 108,072 shares; 2025Q1: 118,829 shares; 2025Q2: 112,628 shares; 2025Q3: 117,972 shares 117,972 $9.01M 0.01% +5,344 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,904,146 shares 8,904,146 $8.97M 0.01% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,467 shares; 2024Q4: 41,764 shares; 2025Q1: 44,171 shares; 2025Q2: 42,742 shares; 2025Q3: 44,830 shares 44,830 $8.94M 0.01% +2,088 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 492,937 shares; 2024Q4: 348,325 shares; 2025Q1: 350,089 shares; 2025Q2: 278,284 shares; 2025Q3: 204,171 shares 204,171 $8.94M 0.01% -74,113 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,335 shares; 2024Q4: 163,694 shares; 2025Q1: 182,281 shares; 2025Q2: 204,722 shares; 2025Q3: 387,057 shares 387,057 $8.88M 0.01% +182,335 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,644 shares; 2024Q4: 12,310 shares; 2025Q1: 16,713 shares; 2025Q2: 15,506 shares; 2025Q3: 15,683 shares 15,683 $8.87M 0.01% +177 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,148 shares; 2024Q4: 62,012 shares; 2025Q1: 95,152 shares; 2025Q2: 101,125 shares; 2025Q3: 91,535 shares 91,535 $8.83M 0.01% -9,590 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,475 shares; 2024Q4: 52,160 shares; 2025Q1: 53,981 shares; 2025Q2: 62,635 shares; 2025Q3: 56,083 shares 56,083 $8.8M 0.01% -6,552 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,460 shares; 2024Q4: 547,993 shares; 2025Q1: 576,333 shares; 2025Q2: 568,469 shares; 2025Q3: 587,258 shares 587,258 $8.77M 0.01% +18,789 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,938 shares; 2024Q4: 112,643 shares; 2025Q1: 116,987 shares; 2025Q2: 122,285 shares; 2025Q3: 123,069 shares 123,069 $8.74M 0.01% +784 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,923 shares; 2024Q4: 58,685 shares; 2025Q1: 67,404 shares; 2025Q2: 60,614 shares; 2025Q3: 294,375 shares 294,375 $8.74M 0.01% +233,761 Timeline HOLA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,267 shares 169,267 $8.73M 0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,696 shares; 2024Q4: 77,999 shares; 2025Q1: 75,174 shares; 2025Q2: 74,224 shares; 2025Q3: 78,285 shares 78,285 $8.73M 0.01% +4,061 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,072 shares; 2025Q2: 175,817 shares; 2025Q3: 171,550 shares 171,550 $8.71M 0.01% -4,267 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,465 shares; 2024Q4: 124,846 shares; 2025Q1: 131,103 shares; 2025Q2: 108,254 shares; 2025Q3: 98,134 shares 98,134 $8.7M 0.01% -10,120 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,662 shares; 2024Q4: 42,147 shares; 2025Q1: 43,544 shares; 2025Q2: 42,268 shares; 2025Q3: 45,484 shares 45,484 $8.69M 0.01% +3,216 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 448,579 shares; 2024Q4: 475,879 shares; 2025Q1: 413,310 shares; 2025Q2: 412,061 shares; 2025Q3: 402,792 shares 402,792 $8.69M 0.01% -9,269 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,431 shares; 2024Q4: 171,617 shares; 2025Q1: 173,139 shares; 2025Q2: 201,052 shares; 2025Q3: 204,947 shares 204,947 $8.65M 0.01% +3,895 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,165 shares; 2024Q4: 53,277 shares; 2025Q1: 66,557 shares; 2025Q2: 69,865 shares; 2025Q3: 91,615 shares 91,615 $8.59M 0.01% +21,750 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 278,696 shares; 2025Q1: 286,366 shares; 2025Q2: 295,439 shares; 2025Q3: 290,693 shares 290,693 $8.57M 0.01% -4,746 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,411 shares; 2024Q4: 92,405 shares; 2025Q1: 94,112 shares; 2025Q2: 93,009 shares; 2025Q3: 90,862 shares 90,862 $8.57M 0.01% -2,147 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 21,650 shares; 2025Q1: 28,990 shares; 2025Q2: 33,922 shares; 2025Q3: 37,233 shares 37,233 $8.56M 0.01% +3,311 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,126 shares; 2024Q4: 147,944 shares; 2025Q1: 135,685 shares; 2025Q2: 153,906 shares; 2025Q3: 160,802 shares 160,802 $8.54M 0.01% +6,896 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,025 shares; 2024Q4: 42,826 shares; 2025Q1: 48,002 shares; 2025Q2: 80,889 shares; 2025Q3: 95,662 shares 95,662 $8.53M 0.01% +14,773 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,107 shares; 2024Q4: 169,232 shares; 2025Q1: 176,547 shares; 2025Q2: 181,030 shares; 2025Q3: 207,949 shares 207,949 $8.53M 0.01% +26,919 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,561 shares; 2024Q4: 101,033 shares; 2025Q1: 107,697 shares; 2025Q2: 166,077 shares; 2025Q3: 200,352 shares 200,352 $8.51M 0.01% +34,275 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617,108 shares; 2024Q4: 608,868 shares; 2025Q1: 442,201 shares; 2025Q2: 284,885 shares; 2025Q3: 262,581 shares 262,581 $8.5M 0.01% -22,304 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,452 shares; 2024Q4: 60,158 shares; 2025Q1: 73,095 shares; 2025Q2: 320,286 shares; 2025Q3: 313,266 shares 313,266 $8.48M 0.01% -7,020 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,033 shares; 2024Q4: 29,271 shares; 2025Q1: 36,478 shares; 2025Q2: 37,329 shares; 2025Q3: 35,518 shares 35,518 $8.46M 0.01% -1,811 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,485 shares; 2024Q4: 106,295 shares; 2025Q1: 112,048 shares; 2025Q2: 130,608 shares; 2025Q3: 236,583 shares 236,583 $8.44M 0.01% +105,975 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,499 shares; 2024Q4: 59,818 shares; 2025Q1: 69,339 shares; 2025Q2: 87,045 shares; 2025Q3: 81,470 shares 81,470 $8.42M 0.01% -5,575 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,144 shares; 2024Q4: 97,782 shares; 2025Q1: 90,089 shares; 2025Q2: 113,066 shares; 2025Q3: 190,914 shares 190,914 $8.39M 0.01% +77,848 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,014 shares; 2024Q4: 106,087 shares; 2025Q1: 106,916 shares; 2025Q2: 101,895 shares; 2025Q3: 92,975 shares 92,975 $8.37M 0.01% -8,920 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,495 shares; 2024Q4: 123,002 shares; 2025Q1: 141,536 shares; 2025Q2: 145,022 shares; 2025Q3: 157,054 shares 157,054 $8.35M 0.01% +12,032 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,184 shares; 2024Q4: 158,940 shares; 2025Q1: 192,064 shares; 2025Q2: 176,784 shares; 2025Q3: 176,390 shares 176,390 $8.33M 0.01% -394 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,385 shares; 2024Q4: 220,411 shares; 2025Q1: 243,196 shares; 2025Q2: 310,752 shares; 2025Q3: 322,221 shares 322,221 $8.33M 0.01% +11,469 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 139,524 shares; 2025Q2: 174,258 shares; 2025Q3: 154,349 shares 154,349 $8.33M 0.01% -19,909 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,494 shares; 2024Q4: 124,582 shares; 2025Q1: 123,458 shares; 2025Q2: 121,510 shares; 2025Q3: 123,513 shares 123,513 $8.27M 0.01% +2,003 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,436 shares; 2024Q4: 65,912 shares; 2025Q1: 73,626 shares; 2025Q2: 78,918 shares; 2025Q3: 82,007 shares 82,007 $8.26M 0.01% +3,089 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,555 shares; 2024Q4: 184,683 shares; 2025Q1: 179,182 shares; 2025Q2: 161,760 shares; 2025Q3: 145,258 shares 145,258 $8.26M 0.01% -16,502 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 12,213 shares; 2025Q1: 22,851 shares; 2025Q2: 59,603 shares; 2025Q3: 96,944 shares 96,944 $8.22M 0.01% +37,341 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,521 shares; 2024Q4: 77,434 shares; 2025Q1: 73,587 shares; 2025Q2: 75,961 shares; 2025Q3: 76,070 shares 76,070 $8.19M 0.01% +109 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,674 shares; 2024Q4: 24,816 shares; 2025Q1: 26,444 shares; 2025Q2: 26,421 shares; 2025Q3: 27,025 shares 27,025 $8.17M 0.01% +604 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,618 shares; 2024Q4: 72,647 shares; 2025Q1: 75,985 shares; 2025Q2: 76,078 shares; 2025Q3: 82,753 shares 82,753 $8.14M 0.01% +6,675 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,310 shares; 2024Q4: 164,489 shares; 2025Q1: 151,828 shares; 2025Q2: 176,812 shares; 2025Q3: 197,276 shares 197,276 $8M 0.01% +20,464 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,797 shares; 2024Q4: 45,900 shares; 2025Q1: 43,743 shares; 2025Q2: 44,516 shares; 2025Q3: 46,570 shares 46,570 $7.95M 0.01% +2,054 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,704 shares; 2024Q4: 49,359 shares; 2025Q1: 53,018 shares; 2025Q2: 63,281 shares; 2025Q3: 54,334 shares 54,334 $7.91M 0.01% -8,947 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,784 shares; 2024Q4: 210,283 shares; 2025Q1: 188,610 shares; 2025Q2: 145,072 shares; 2025Q3: 154,678 shares 154,678 $7.9M 0.01% +9,606 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 28,654 shares; 2025Q1: 38,665 shares; 2025Q2: 52,405 shares; 2025Q3: 95,530 shares 95,530 $7.88M 0.01% +43,125 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,436 shares; 2024Q4: 436,568 shares; 2025Q1: 391,876 shares; 2025Q2: 283,670 shares; 2025Q3: 322,988 shares 322,988 $7.88M 0.01% +39,318 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,400 shares; 2024Q4: 25,219 shares; 2025Q1: 39,658 shares; 2025Q2: 92,837 shares; 2025Q3: 199,752 shares 199,752 $7.88M 0.01% +106,915 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,966 shares; 2024Q4: 101,400 shares; 2025Q1: 111,721 shares; 2025Q2: 120,960 shares; 2025Q3: 121,898 shares 121,898 $7.83M 0.01% +938 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,979 shares; 2024Q4: 50,081 shares; 2025Q1: 45,747 shares; 2025Q2: 53,705 shares; 2025Q3: 60,898 shares 60,898 $7.82M 0.01% +7,193 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,297 shares; 2024Q4: 197,039 shares; 2025Q1: 171,788 shares; 2025Q2: 149,876 shares; 2025Q3: 135,894 shares 135,894 $7.81M 0.01% -13,982 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,877 shares; 2024Q4: 288,111 shares; 2025Q1: 290,188 shares; 2025Q2: 313,518 shares; 2025Q3: 315,022 shares 315,022 $7.81M 0.01% +1,504 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,389 shares; 2024Q4: 138,213 shares; 2025Q1: 174,781 shares; 2025Q2: 180,963 shares; 2025Q3: 173,337 shares 173,337 $7.8M 0.01% -7,626 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,292 shares; 2024Q4: 229,219 shares; 2025Q1: 250,173 shares; 2025Q2: 245,094 shares; 2025Q3: 158,116 shares 158,116 $7.75M 0.01% -86,978 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,133 shares; 2024Q4: 9,769 shares; 2025Q1: 23,204 shares; 2025Q2: 32,577 shares; 2025Q3: 48,126 shares 48,126 $7.75M 0.01% +15,549 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,782 shares; 2024Q4: 20,639 shares; 2025Q1: 18,012 shares; 2025Q2: 27,033 shares; 2025Q3: 54,792 shares 54,792 $7.69M 0.01% +27,759 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,460 shares; 2024Q4: 40,691 shares; 2025Q1: 38,595 shares; 2025Q2: 47,298 shares; 2025Q3: 69,043 shares 69,043 $7.65M 0.01% +21,745 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,621 shares; 2024Q4: 372,568 shares; 2025Q1: 410,538 shares; 2025Q2: 308,708 shares; 2025Q3: 201,109 shares 201,109 $7.65M 0.01% -107,599 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,825 shares; 2025Q1: 4,462 shares; 2025Q2: 6,030 shares; 2025Q3: 14,838 shares 14,838 $7.63M 0.01% +8,808 Timeline LVHI 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,527 shares; 2024Q4: 58,306 shares; 2025Q1: 62,316 shares; 2025Q2: 110,516 shares; 2025Q3: 219,177 shares 219,177 $7.62M 0.01% +108,661 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,820 shares; 2024Q4: 28,129 shares; 2025Q1: 29,096 shares; 2025Q2: 31,709 shares; 2025Q3: 32,708 shares 32,708 $7.6M 0.01% +999 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,527 shares; 2024Q4: 16,493 shares; 2025Q1: 12,793 shares; 2025Q2: 9,518 shares; 2025Q3: 21,576 shares 21,576 $7.56M 0.01% +12,058 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,070 shares; 2025Q1: 102,144 shares; 2025Q2: 114,603 shares; 2025Q3: 149,085 shares 149,085 $7.55M 0.01% +34,482 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,269 shares; 2024Q4: 216,175 shares; 2025Q1: 253,189 shares; 2025Q2: 260,199 shares; 2025Q3: 260,666 shares 260,666 $7.54M 0.01% +467 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,816 shares; 2025Q3: 446,371 shares 446,371 $7.53M 0.01% +431,555 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,945 shares; 2024Q4: 167,584 shares; 2025Q1: 95,526 shares; 2025Q2: 96,312 shares; 2025Q3: 99,535 shares 99,535 $7.5M 0.01% +3,223 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 233,839 shares; 2025Q3: 227,951 shares 227,951 $7.47M 0.01% -5,888 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 168,815 shares; 2025Q3: 155,191 shares 155,191 $7.44M 0.01% -13,624 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,896 shares; 2024Q4: 291,260 shares; 2025Q1: 293,756 shares; 2025Q2: 320,438 shares; 2025Q3: 302,473 shares 302,473 $7.43M 0.01% -17,965 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,807 shares; 2024Q4: 10,536 shares; 2025Q1: 11,191 shares; 2025Q2: 15,813 shares; 2025Q3: 30,009 shares 30,009 $7.43M 0.01% +14,196 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,015 shares; 2024Q4: 244,612 shares; 2025Q1: 251,554 shares; 2025Q2: 211,830 shares; 2025Q3: 271,289 shares 271,289 $7.39M 0.01% +59,459 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,478 shares; 2024Q4: 28,404 shares; 2025Q1: 30,557 shares; 2025Q2: 44,502 shares; 2025Q3: 38,765 shares 38,765 $7.38M 0.01% -5,737 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,023 shares; 2024Q4: 142,825 shares; 2025Q1: 138,703 shares; 2025Q2: 135,855 shares; 2025Q3: 131,217 shares 131,217 $7.34M 0.01% -4,638 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,773 shares; 2024Q4: 52,153 shares; 2025Q1: 52,372 shares; 2025Q2: 49,200 shares; 2025Q3: 38,300 shares 38,300 $7.3M 0.01% -10,900 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,226 shares; 2024Q4: 34,785 shares; 2025Q1: 37,866 shares; 2025Q2: 40,249 shares; 2025Q3: 30,265 shares 30,265 $7.29M 0.01% -9,984 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,669 shares; 2024Q4: 50,979 shares; 2025Q1: 112,018 shares; 2025Q2: 159,995 shares; 2025Q3: 142,059 shares 142,059 $7.28M 0.01% -17,936 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199,175 shares 199,175 $7.26M 0.01% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,200 shares; 2024Q4: 68,645 shares; 2025Q1: 77,636 shares; 2025Q2: 76,670 shares; 2025Q3: 74,122 shares 74,122 $7.25M 0.01% -2,548 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,571 shares; 2024Q4: 8,569 shares; 2025Q1: 12,135 shares; 2025Q2: 20,309 shares; 2025Q3: 47,521 shares 47,521 $7.22M 0.01% +27,212 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,864 shares; 2024Q4: 83,532 shares; 2025Q1: 79,931 shares; 2025Q2: 67,648 shares; 2025Q3: 69,924 shares 69,924 $7.22M 0.01% +2,276 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: not reported; 2025Q1: 14,885 shares; 2025Q2: 14,885 shares; 2025Q3: 354,748 shares 354,748 $7.2M 0.01% +339,863 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 7,909 shares; 2025Q1: 9,766 shares; 2025Q2: 9,967 shares; 2025Q3: 37,603 shares 37,603 $7.2M 0.01% +27,636 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,460 shares; 2024Q4: 208,627 shares; 2025Q1: 135,187 shares; 2025Q2: 113,879 shares; 2025Q3: 111,353 shares 111,353 $7.19M 0.01% -2,526 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,950 shares; 2024Q4: 94,405 shares; 2025Q1: 102,401 shares; 2025Q2: 99,984 shares; 2025Q3: 97,464 shares 97,464 $7.17M 0.01% -2,520 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 53,460 shares; 2025Q1: 59,668 shares; 2025Q2: 62,905 shares; 2025Q3: 101,920 shares 101,920 $7.13M 0.01% +39,015 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,654 shares; 2024Q4: 132,479 shares; 2025Q1: 142,006 shares; 2025Q2: 159,685 shares; 2025Q3: 169,139 shares 169,139 $7.12M 0.01% +9,454 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,420 shares; 2024Q4: 24,648 shares; 2025Q1: 25,776 shares; 2025Q2: 31,242 shares; 2025Q3: 42,535 shares 42,535 $7.1M 0.01% +11,293 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,644 shares; 2024Q4: 31,361 shares; 2025Q1: 40,284 shares; 2025Q2: 53,621 shares; 2025Q3: 63,444 shares 63,444 $7.08M 0.01% +9,823 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,272 shares; 2024Q4: 77,075 shares; 2025Q1: 68,258 shares; 2025Q2: 61,846 shares; 2025Q3: 50,693 shares 50,693 $7.03M 0.01% -11,153 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,437 shares; 2024Q4: 18,916 shares; 2025Q1: 32,608 shares; 2025Q2: 180,592 shares; 2025Q3: 319,196 shares 319,196 $7.03M 0.01% +138,604 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,154 shares; 2024Q4: 34,662 shares; 2025Q1: 35,888 shares; 2025Q2: 41,219 shares; 2025Q3: 40,108 shares 40,108 $7.02M 0.01% -1,111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,021 shares; 2024Q4: 60,382 shares; 2025Q1: 60,689 shares; 2025Q2: 51,578 shares; 2025Q3: 74,690 shares 74,690 $7.01M 0.01% +23,112 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,581 shares; 2024Q4: 47,504 shares; 2025Q1: 54,221 shares; 2025Q2: 60,695 shares; 2025Q3: 72,406 shares 72,406 $6.99M 0.01% +11,711 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,936 shares; 2024Q4: 59,545 shares; 2025Q1: 62,787 shares; 2025Q2: 70,016 shares; 2025Q3: 98,068 shares 98,068 $6.98M 0.01% +28,052 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,910 shares; 2024Q4: 285,016 shares; 2025Q1: 274,429 shares; 2025Q2: 278,221 shares; 2025Q3: 278,238 shares 278,238 $6.93M 0.01% +17 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,192 shares; 2024Q4: 13,494 shares; 2025Q1: 13,772 shares; 2025Q2: 14,349 shares; 2025Q3: 14,249 shares 14,249 $6.91M 0.01% -100 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091,215 shares; 2024Q4: 1,137,684 shares; 2025Q1: 87,859 shares; 2025Q2: 73,011 shares; 2025Q3: 81,626 shares 81,626 $6.9M 0.01% +8,615 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,478 shares; 2024Q4: 607,608 shares; 2025Q1: 620,794 shares; 2025Q2: 580,337 shares; 2025Q3: 586,661 shares 586,661 $6.89M 0.01% +6,324 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,784 shares; 2024Q4: 86,783 shares; 2025Q1: 88,253 shares; 2025Q2: 91,361 shares; 2025Q3: 102,889 shares 102,889 $6.88M 0.01% +11,528 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,964 shares; 2024Q4: 157,945 shares; 2025Q1: 159,222 shares; 2025Q2: 149,948 shares; 2025Q3: 144,568 shares 144,568 $6.87M 0.01% -5,380 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,633 shares; 2024Q4: 24,225 shares; 2025Q1: 24,866 shares; 2025Q2: 24,659 shares; 2025Q3: 24,528 shares 24,528 $6.86M 0.01% -131 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,585 shares; 2024Q4: 57,143 shares; 2025Q1: 49,506 shares; 2025Q2: 51,124 shares; 2025Q3: 45,602 shares 45,602 $6.83M 0.01% -5,522 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,469 shares; 2024Q4: 50,178 shares; 2025Q1: 49,668 shares; 2025Q2: 46,529 shares; 2025Q3: 52,415 shares 52,415 $6.83M 0.01% +5,886 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,739 shares; 2024Q4: 84,677 shares; 2025Q1: 125,217 shares; 2025Q2: 144,151 shares; 2025Q3: 125,399 shares 125,399 $6.83M 0.01% -18,752 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,892 shares; 2024Q4: 9,356 shares; 2025Q1: 9,868 shares; 2025Q2: 11,567 shares; 2025Q3: 26,919 shares 26,919 $6.82M 0.01% +15,352 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,672 shares; 2024Q4: 60,302 shares; 2025Q1: 41,943 shares; 2025Q2: 43,242 shares; 2025Q3: 134,457 shares 134,457 $6.82M 0.01% +91,215 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 543,376 shares; 2025Q3: 543,021 shares 543,021 $6.79M 0.01% -355 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,830 shares; 2024Q4: 78,747 shares; 2025Q1: 81,371 shares; 2025Q2: 78,874 shares; 2025Q3: 90,377 shares 90,377 $6.79M 0.01% +11,503 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,512 shares; 2024Q4: 25,417 shares; 2025Q1: 28,480 shares; 2025Q2: 29,081 shares; 2025Q3: 31,668 shares 31,668 $6.77M 0.01% +2,587 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,926 shares; 2024Q4: 40,406 shares; 2025Q1: 40,752 shares; 2025Q2: 45,741 shares; 2025Q3: 43,528 shares 43,528 $6.76M 0.01% -2,213 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,651 shares; 2024Q4: 93,950 shares; 2025Q1: 110,250 shares; 2025Q2: 90,571 shares; 2025Q3: 65,587 shares 65,587 $6.75M 0.01% -24,984 Timeline CLMT CALUMET INC More: the full row for CALUMET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 31,980 shares; 2025Q1: 30,878 shares; 2025Q2: 34,864 shares; 2025Q3: 369,408 shares 369,408 $6.74M 0.01% +334,544 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,667 shares; 2024Q4: 405,056 shares; 2025Q1: 398,093 shares; 2025Q2: 380,533 shares; 2025Q3: 402,045 shares 402,045 $6.73M 0.01% +21,512 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,355 shares; 2024Q4: 31,692 shares; 2025Q1: 46,844 shares; 2025Q2: 58,096 shares; 2025Q3: 63,267 shares 63,267 $6.68M 0.01% +5,171 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,967 shares; 2024Q4: 18,966 shares; 2025Q1: 24,005 shares; 2025Q2: 35,915 shares; 2025Q3: 47,514 shares 47,514 $6.66M 0.01% +11,599 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,334 shares; 2024Q4: 78,614 shares; 2025Q1: 93,068 shares; 2025Q2: 117,925 shares; 2025Q3: 206,097 shares 206,097 $6.63M 0.01% +88,172 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,486 shares; 2024Q4: 178,214 shares; 2025Q1: 161,692 shares; 2025Q2: 264,759 shares; 2025Q3: 268,984 shares 268,984 $6.62M 0.01% +4,225 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,269 shares; 2024Q4: 107,708 shares; 2025Q1: 114,911 shares; 2025Q2: 100,145 shares; 2025Q3: 99,931 shares 99,931 $6.6M 0.01% -214 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,642 shares; 2024Q4: 96,594 shares; 2025Q1: 78,881 shares; 2025Q2: 64,815 shares; 2025Q3: 81,232 shares 81,232 $6.6M 0.01% +16,417 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,616 shares; 2024Q4: 205,711 shares; 2025Q1: 223,515 shares; 2025Q2: 226,996 shares; 2025Q3: 265,180 shares 265,180 $6.59M 0.01% +38,184 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,622 shares; 2024Q4: 31,355 shares; 2025Q1: 24,669 shares; 2025Q2: 39,208 shares; 2025Q3: 45,942 shares 45,942 $6.57M 0.01% +6,734 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,251 shares; 2024Q4: 37,637 shares; 2025Q1: 39,088 shares; 2025Q2: 41,825 shares; 2025Q3: 36,749 shares 36,749 $6.57M 0.01% -5,076 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,257 shares; 2024Q4: 92,403 shares; 2025Q1: 92,404 shares; 2025Q2: 84,508 shares; 2025Q3: 92,873 shares 92,873 $6.54M 0.01% +8,365 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,055 shares; 2025Q1: 121,466 shares; 2025Q2: 152,400 shares; 2025Q3: 155,112 shares 155,112 $6.52M 0.01% +2,712 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,632 shares; 2024Q4: 73,998 shares; 2025Q1: 86,833 shares; 2025Q2: 97,187 shares; 2025Q3: 82,972 shares 82,972 $6.52M 0.01% -14,215 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,726 shares; 2024Q4: 108,816 shares; 2025Q1: 56,168 shares; 2025Q2: 57,108 shares; 2025Q3: 162,311 shares 162,311 $6.44M 0.01% +105,203 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,804 shares; 2024Q4: 91,448 shares; 2025Q1: 99,910 shares; 2025Q2: 153,264 shares; 2025Q3: 137,116 shares 137,116 $6.43M 0.01% -16,148 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,031 shares; 2024Q4: 67,473 shares; 2025Q1: 65,959 shares; 2025Q2: 64,653 shares; 2025Q3: 118,395 shares 118,395 $6.43M 0.01% +53,742 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,601 shares; 2024Q4: 443,804 shares; 2025Q1: 492,471 shares; 2025Q2: 1,318,281 shares; 2025Q3: 785,756 shares 785,756 $6.43M 0.01% -532,525 CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631,632 shares; 2024Q4: 487,571 shares; 2025Q1: 439,779 shares; 2025Q2: 449,314 shares; 2025Q3: 450,282 shares 450,282 $6.42M 0.01% +968 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 556,779 shares; 2024Q4: 542,836 shares; 2025Q1: 517,239 shares; 2025Q2: 514,854 shares; 2025Q3: 513,242 shares 513,242 $6.4M 0.01% -1,612 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,933 shares; 2024Q4: 33,199 shares; 2025Q1: 33,071 shares; 2025Q2: 24,234 shares; 2025Q3: 32,368 shares 32,368 $6.4M 0.01% +8,134 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,454 shares; 2024Q4: 28,152 shares; 2025Q1: 26,491 shares; 2025Q2: 38,583 shares; 2025Q3: 46,263 shares 46,263 $6.39M 0.01% +7,680 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,114 shares; 2024Q4: 22,613 shares; 2025Q1: 22,910 shares; 2025Q2: 23,916 shares; 2025Q3: 24,909 shares 24,909 $6.39M 0.01% +993 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,137 shares; 2024Q4: 204,414 shares; 2025Q1: 213,420 shares; 2025Q2: 190,959 shares; 2025Q3: 128,203 shares 128,203 $6.39M 0.01% -62,756 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,301 shares; 2024Q4: 941,021 shares; 2025Q1: 912,091 shares; 2025Q2: 900,680 shares; 2025Q3: 952,768 shares 952,768 $6.38M 0.01% +52,088 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,376 shares; 2024Q4: 147,182 shares; 2025Q1: 155,967 shares; 2025Q2: 178,880 shares; 2025Q3: 171,040 shares 171,040 $6.37M 0.01% -7,840 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,094 shares; 2024Q4: 208,428 shares; 2025Q1: 225,997 shares; 2025Q2: 221,224 shares; 2025Q3: 261,674 shares 261,674 $6.36M 0.01% +40,450 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,212 shares; 2024Q4: 91,039 shares; 2025Q1: 90,706 shares; 2025Q2: 121,975 shares; 2025Q3: 96,423 shares 96,423 $6.36M 0.01% -25,552 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,801 shares; 2024Q4: 53,611 shares; 2025Q1: 54,776 shares; 2025Q2: 57,125 shares; 2025Q3: 47,586 shares 47,586 $6.35M 0.01% -9,539 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,271 shares; 2024Q4: 523,177 shares; 2025Q1: 527,083 shares; 2025Q2: 551,348 shares; 2025Q3: 551,249 shares 551,249 $6.34M 0.01% -99 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,857 shares; 2024Q4: 100,490 shares; 2025Q1: 100,033 shares; 2025Q2: 100,352 shares; 2025Q3: 106,058 shares 106,058 $6.34M 0.01% +5,706 Timeline SKYH SKY HARBOUR GROUP CORPORATIO More: the full row for SKY HARBOUR GROUP CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,671 shares; 2024Q4: 147,496 shares; 2025Q1: 147,834 shares; 2025Q2: 650,573 shares; 2025Q3: 641,737 shares 641,737 $6.33M 0.01% -8,836 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 8,909 shares; 2025Q1: 7,879 shares; 2025Q2: 6,907 shares; 2025Q3: 5,146 shares 5,146 $6.32M 0.01% -1,761 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,853 shares; 2024Q4: 413,511 shares; 2025Q1: 433,160 shares; 2025Q2: 436,346 shares; 2025Q3: 35,476 shares 35,476 $6.31M 0.01% -400,870 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,264 shares; 2024Q4: 199,466 shares; 2025Q1: 221,832 shares; 2025Q2: 236,336 shares; 2025Q3: 241,663 shares 241,663 $6.3M 0.01% +5,327 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,699 shares; 2024Q4: 169,730 shares; 2025Q1: 165,228 shares; 2025Q2: 184,900 shares; 2025Q3: 182,917 shares 182,917 $6.28M 0.01% -1,983 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,873 shares; 2024Q4: 30,534 shares; 2025Q1: 34,641 shares; 2025Q2: 31,760 shares; 2025Q3: 27,514 shares 27,514 $6.27M 0.01% -4,246 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,675 shares; 2024Q4: 15,138 shares; 2025Q1: 12,249 shares; 2025Q2: 12,871 shares; 2025Q3: 18,557 shares 18,557 $6.26M 0.01% +5,686 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,421 shares; 2025Q1: 3,421 shares; 2025Q2: 46,361 shares; 2025Q3: 49,773 shares 49,773 $6.24M 0.01% +3,412 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,228 shares; 2024Q4: 1,243 shares; 2025Q1: 1,119 shares; 2025Q2: 1,063 shares; 2025Q3: 777 shares 777 $6.24M 0.01% -286 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,096 shares; 2024Q4: 91,413 shares; 2025Q1: 96,794 shares; 2025Q2: 81,330 shares; 2025Q3: 81,771 shares 81,771 $6.22M 0.01% +441 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,854 shares; 2024Q4: 37,148 shares; 2025Q1: 44,191 shares; 2025Q2: 50,888 shares; 2025Q3: 59,501 shares 59,501 $6.21M 0.01% +8,613 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,403 shares; 2024Q4: 140,903 shares; 2025Q1: 136,008 shares; 2025Q2: 120,882 shares; 2025Q3: 118,748 shares 118,748 $6.21M 0.01% -2,134 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,692 shares; 2025Q3: 45,372 shares 45,372 $6.21M 0.01% +31,680 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,597 shares; 2024Q4: 378,003 shares; 2025Q1: 251,979 shares; 2025Q2: 236,316 shares; 2025Q3: 245,478 shares 245,478 $6.17M 0.01% +9,162 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,222 shares; 2024Q4: 157,281 shares; 2025Q1: 162,821 shares; 2025Q2: 168,089 shares; 2025Q3: 174,176 shares 174,176 $6.17M 0.01% +6,087 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,906 shares; 2024Q4: 112,413 shares; 2025Q1: 161,908 shares; 2025Q2: 118,942 shares; 2025Q3: 132,807 shares 132,807 $6.16M 0.01% +13,865 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,261 shares; 2024Q4: 81,113 shares; 2025Q1: 82,332 shares; 2025Q2: 90,028 shares; 2025Q3: 88,367 shares 88,367 $6.16M 0.01% -1,661 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,943 shares; 2024Q4: 17,186 shares; 2025Q1: 19,310 shares; 2025Q2: 20,695 shares; 2025Q3: 20,733 shares 20,733 $6.14M 0.01% +38 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,243 shares; 2024Q4: 18,218 shares; 2025Q1: 17,517 shares; 2025Q2: 17,888 shares; 2025Q3: 27,263 shares 27,263 $6.12M 0.01% +9,375 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,381 shares; 2024Q4: 284,185 shares; 2025Q1: 208,643 shares; 2025Q2: 190,442 shares; 2025Q3: 188,842 shares 188,842 $6.12M 0.01% -1,600 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,609 shares; 2024Q4: 24,118 shares; 2025Q1: 32,462 shares; 2025Q2: 41,225 shares; 2025Q3: 44,323 shares 44,323 $6.11M 0.01% +3,098 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,674 shares; 2024Q4: 112,111 shares; 2025Q1: 122,998 shares; 2025Q2: 164,669 shares; 2025Q3: 258,000 shares 258,000 $6.1M 0.01% +93,331 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,112 shares; 2024Q4: 93,397 shares; 2025Q1: 93,690 shares; 2025Q2: 82,928 shares; 2025Q3: 74,514 shares 74,514 $6.1M 0.01% -8,414 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,762 shares; 2024Q4: 39,666 shares; 2025Q1: 64,506 shares; 2025Q2: 204,292 shares; 2025Q3: 698,822 shares 698,822 $6.09M 0.01% +494,530 Timeline SRAD SPORTRADAR GROUP AG More: the full row for SPORTRADAR GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,055 shares; 2024Q4: 154,172 shares; 2025Q1: 148,840 shares; 2025Q2: 65,581 shares; 2025Q3: 213,944 shares 213,944 $6.08M 0.01% +148,363 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,014 shares; 2024Q4: 62,861 shares; 2025Q1: 60,181 shares; 2025Q2: 70,830 shares; 2025Q3: 82,372 shares 82,372 $6.07M 0.01% +11,542 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,748 shares; 2025Q2: 107,216 shares; 2025Q3: 109,255 shares 109,255 $6.07M 0.01% +2,039 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,477 shares; 2024Q4: 28,540 shares; 2025Q1: 52,146 shares; 2025Q2: 95,062 shares; 2025Q3: 118,447 shares 118,447 $6.07M 0.01% +23,385 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,724 shares; 2024Q4: 56,993 shares; 2025Q1: 63,392 shares; 2025Q2: 69,781 shares; 2025Q3: 67,114 shares 67,114 $6.07M 0.01% -2,667 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,033 shares; 2024Q4: 96,353 shares; 2025Q1: 101,401 shares; 2025Q2: 99,849 shares; 2025Q3: 102,602 shares 102,602 $6.02M 0.01% +2,753 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,167,280 shares; 2024Q4: 1,198,281 shares; 2025Q1: 148,167 shares; 2025Q2: 141,399 shares; 2025Q3: 119,300 shares 119,300 $6.01M 0.01% -22,099 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,165 shares; 2024Q4: 15,386 shares; 2025Q1: 16,053 shares; 2025Q2: 28,374 shares; 2025Q3: 33,641 shares 33,641 $6.01M 0.01% +5,267 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,332 shares; 2024Q4: 58,770 shares; 2025Q1: 62,861 shares; 2025Q2: 52,957 shares; 2025Q3: 37,852 shares 37,852 $5.96M 0.01% -15,105 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 8,604 shares; 2025Q1: 10,973 shares; 2025Q2: 17,558 shares; 2025Q3: 29,368 shares 29,368 $5.96M 0.01% +11,810 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,031 shares; 2024Q4: 51,210 shares; 2025Q1: 51,803 shares; 2025Q2: 54,750 shares; 2025Q3: 52,145 shares 52,145 $5.92M 0.01% -2,605 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,860 shares; 2024Q4: 69,540 shares; 2025Q1: 51,766 shares; 2025Q2: 54,624 shares; 2025Q3: 56,114 shares 56,114 $5.9M 0.01% +1,490 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,367 shares; 2024Q4: 133,093 shares; 2025Q1: 208,145 shares; 2025Q2: 244,119 shares; 2025Q3: 256,197 shares 256,197 $5.87M 0.01% +12,078 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,171 shares; 2024Q4: 221,335 shares; 2025Q1: 230,215 shares; 2025Q2: 233,377 shares; 2025Q3: 258,370 shares 258,370 $5.87M 0.01% +24,993 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,508 shares; 2025Q1: 3,586 shares; 2025Q2: 7,545 shares; 2025Q3: 10,765 shares 10,765 $5.84M 0.01% +3,220 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,669 shares; 2024Q4: 14,558 shares; 2025Q1: 15,350 shares; 2025Q2: 17,050 shares; 2025Q3: 18,031 shares 18,031 $5.83M 0.01% +981 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,122 shares; 2024Q4: 29,105 shares; 2025Q1: 34,097 shares; 2025Q2: 41,732 shares; 2025Q3: 58,065 shares 58,065 $5.81M 0.01% +16,333 Timeline PRTA PROTHENA CORP PLC More: the full row for PROTHENA CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,213 shares; 2024Q4: 343,917 shares; 2025Q1: 354,650 shares; 2025Q2: 386,708 shares; 2025Q3: 590,897 shares 590,897 $5.77M 0.01% +204,189 Timeline LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,980 shares; 2024Q4: 143,535 shares; 2025Q1: 140,968 shares; 2025Q2: 131,446 shares; 2025Q3: 128,141 shares 128,141 $5.73M 0.01% -3,305 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 11,129 shares; 2025Q1: 13,092 shares; 2025Q2: 9,225 shares; 2025Q3: 13,265 shares 13,265 $5.71M 0.01% +4,040 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,059 shares; 2024Q4: 42,210 shares; 2025Q1: 41,528 shares; 2025Q2: 47,222 shares; 2025Q3: 47,026 shares 47,026 $5.71M 0.01% -196 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,141 shares; 2024Q4: 31,515 shares; 2025Q1: 29,857 shares; 2025Q2: 29,273 shares; 2025Q3: 27,375 shares 27,375 $5.66M 0.01% -1,898 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,974 shares; 2024Q4: 182,462 shares; 2025Q1: 233,951 shares; 2025Q2: 211,015 shares; 2025Q3: 244,870 shares 244,870 $5.65M 0.01% +33,855 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,129 shares; 2024Q4: 40,925 shares; 2025Q1: 44,203 shares; 2025Q2: 45,763 shares; 2025Q3: 44,566 shares 44,566 $5.64M 0.01% -1,197 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,853 shares; 2024Q4: 20,065 shares; 2025Q1: 20,068 shares; 2025Q2: 18,045 shares; 2025Q3: 18,917 shares 18,917 $5.64M 0.01% +872 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,638 shares; 2024Q4: 184,319 shares; 2025Q1: 186,467 shares; 2025Q2: 175,530 shares; 2025Q3: 138,415 shares 138,415 $5.62M 0.01% -37,115 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,552 shares; 2024Q4: 68,398 shares; 2025Q1: 66,013 shares; 2025Q2: 64,638 shares; 2025Q3: 82,960 shares 82,960 $5.61M 0.01% +18,322 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,186 shares; 2024Q4: 7,521 shares; 2025Q1: 9,674 shares; 2025Q2: 17,517 shares; 2025Q3: 27,327 shares 27,327 $5.6M 0.01% +9,810 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,170 shares; 2024Q4: 59,628 shares; 2025Q1: 60,056 shares; 2025Q2: 62,187 shares; 2025Q3: 66,530 shares 66,530 $5.56M 0.01% +4,343 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,903 shares; 2024Q4: 21,296 shares; 2025Q1: 30,812 shares; 2025Q2: 29,754 shares; 2025Q3: 46,937 shares 46,937 $5.55M 0.01% +17,183 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,573 shares; 2024Q4: 176,663 shares; 2025Q1: 176,178 shares; 2025Q2: 187,847 shares; 2025Q3: 177,634 shares 177,634 $5.53M 0.01% -10,213 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,360 shares; 2024Q4: 48,256 shares; 2025Q1: 38,252 shares; 2025Q2: 39,691 shares; 2025Q3: 38,982 shares 38,982 $5.51M 0.01% -709 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,389 shares; 2024Q4: 28,004 shares; 2025Q1: 33,741 shares; 2025Q2: 47,118 shares; 2025Q3: 90,816 shares 90,816 $5.49M 0.01% +43,698 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,568 shares; 2024Q4: 164,204 shares; 2025Q1: 157,956 shares; 2025Q2: 155,453 shares; 2025Q3: 156,972 shares 156,972 $5.48M 0.01% +1,519 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,890 shares; 2024Q4: 108,997 shares; 2025Q1: 191,838 shares; 2025Q2: 197,558 shares; 2025Q3: 115,977 shares 115,977 $5.47M 0.01% -81,581 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 3,962 shares; 2025Q1: 3,191 shares; 2025Q2: 3,168 shares; 2025Q3: 2,862 shares 2,862 $5.47M 0.01% -306 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,701 shares; 2024Q4: 57,828 shares; 2025Q1: 51,704 shares; 2025Q2: 61,624 shares; 2025Q3: 57,303 shares 57,303 $5.47M 0.01% -4,321 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,160 shares; 2024Q4: 71,970 shares; 2025Q1: 75,353 shares; 2025Q2: 75,154 shares; 2025Q3: 58,642 shares 58,642 $5.46M 0.01% -16,512 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,753 shares; 2024Q4: 15,609 shares; 2025Q1: 15,540 shares; 2025Q2: 13,494 shares; 2025Q3: 134,858 shares 134,858 $5.46M 0.01% +121,364 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,939 shares; 2024Q4: 9,776 shares; 2025Q1: 10,570 shares; 2025Q2: 11,066 shares; 2025Q3: 19,828 shares 19,828 $5.45M 0.01% +8,762 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 113,776 shares; 2025Q3: 195,276 shares 195,276 $5.44M 0.01% +81,500 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,620 shares; 2025Q1: 40,123 shares; 2025Q2: 121,988 shares; 2025Q3: 172,758 shares 172,758 $5.44M 0.01% +50,770 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579,217 shares; 2024Q4: 581,963 shares; 2025Q1: 584,819 shares; 2025Q2: 576,958 shares; 2025Q3: 500,875 shares 500,875 $5.44M 0.01% -76,083 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,750 shares; 2024Q4: 27,277 shares; 2025Q1: 33,655 shares; 2025Q2: 59,131 shares; 2025Q3: 100,228 shares 100,228 $5.43M 0.01% +41,097 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,662 shares; 2024Q4: 26,610 shares; 2025Q1: 30,410 shares; 2025Q2: 31,356 shares; 2025Q3: 33,505 shares 33,505 $5.43M 0.01% +2,149 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,014 shares; 2024Q4: 97,241 shares; 2025Q1: 97,041 shares; 2025Q2: 109,160 shares; 2025Q3: 92,187 shares 92,187 $5.42M 0.01% -16,973 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,850 shares; 2024Q4: 14,400 shares; 2025Q1: 24,450 shares; 2025Q2: 24,450 shares; 2025Q3: 262,757 shares 262,757 $5.41M 0.01% +238,307 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: 29,288 shares; 2025Q1: 28,767 shares; 2025Q2: 31,010 shares; 2025Q3: 43,510 shares 43,510 $5.41M 0.01% +12,500 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,875 shares; 2024Q4: 16,875 shares; 2025Q1: 16,875 shares; 2025Q2: 16,875 shares; 2025Q3: 127,236 shares 127,236 $5.4M 0.01% +110,361 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,119 shares; 2024Q4: 6,485 shares; 2025Q1: 15,199 shares; 2025Q2: 15,833 shares; 2025Q3: 21,911 shares 21,911 $5.38M 0.01% +6,078 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,808 shares; 2024Q4: 14,072 shares; 2025Q1: 14,873 shares; 2025Q2: 20,696 shares; 2025Q3: 28,217 shares 28,217 $5.36M 0.01% +7,521 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,994 shares; 2024Q4: 89,095 shares; 2025Q1: 102,126 shares; 2025Q2: 107,586 shares; 2025Q3: 121,647 shares 121,647 $5.35M 0.01% +14,061 Timeline BUZZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132,417 shares; 2025Q3: 148,544 shares 148,544 $5.34M 0.01% +16,127 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,866 shares; 2024Q4: 53,737 shares; 2025Q1: 51,136 shares; 2025Q2: 53,836 shares; 2025Q3: 51,797 shares 51,797 $5.33M 0.01% -2,039 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,289 shares; 2024Q4: 38,794 shares; 2025Q1: 40,058 shares; 2025Q2: 35,372 shares; 2025Q3: 37,299 shares 37,299 $5.32M 0.01% +1,927 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,724 shares; 2024Q4: 71,415 shares; 2025Q1: 67,882 shares; 2025Q2: 70,034 shares; 2025Q3: 62,543 shares 62,543 $5.31M 0.01% -7,491 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,516 shares; 2024Q4: 45,315 shares; 2025Q1: 45,334 shares; 2025Q2: 64,084 shares; 2025Q3: 72,163 shares 72,163 $5.29M 0.01% +8,079 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,119 shares; 2025Q1: 182,425 shares; 2025Q2: 163,305 shares; 2025Q3: 119,440 shares 119,440 $5.29M 0.01% -43,865 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,087 shares; 2024Q4: 145,088 shares; 2025Q1: 159,055 shares; 2025Q2: 203,031 shares; 2025Q3: 226,003 shares 226,003 $5.28M 0.01% +22,972 HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,456 shares; 2024Q4: 178,030 shares; 2025Q1: 177,145 shares; 2025Q2: 139,066 shares; 2025Q3: 138,635 shares 138,635 $5.24M 0.01% -431 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,835 shares; 2024Q4: 74,960 shares; 2025Q1: 87,154 shares; 2025Q2: 97,858 shares; 2025Q3: 104,829 shares 104,829 $5.24M 0.01% +6,971 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,070 shares; 2024Q4: 295,864 shares; 2025Q1: 299,352 shares; 2025Q2: 185,810 shares; 2025Q3: 151,169 shares 151,169 $5.2M 0.01% -34,641 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,785 shares; 2025Q1: 65,836 shares; 2025Q2: 81,176 shares; 2025Q3: 132,023 shares 132,023 $5.17M 0.01% +50,847 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,150 shares; 2024Q4: 19,700 shares; 2025Q1: 20,749 shares; 2025Q2: 22,162 shares; 2025Q3: 25,802 shares 25,802 $5.17M 0.01% +3,640 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,643 shares; 2024Q4: 38,566 shares; 2025Q1: 47,636 shares; 2025Q2: 55,491 shares; 2025Q3: 64,682 shares 64,682 $5.17M 0.01% +9,191 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,313 shares; 2024Q4: 164,738 shares; 2025Q1: 254,095 shares; 2025Q2: 223,586 shares; 2025Q3: 215,751 shares 215,751 $5.17M 0.01% -7,835 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,304 shares; 2024Q4: 75,526 shares; 2025Q1: 79,601 shares; 2025Q2: 86,858 shares; 2025Q3: 85,828 shares 85,828 $5.16M 0.01% -1,030 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,031 shares; 2024Q4: 4,322 shares; 2025Q1: 67,007 shares; 2025Q2: 67,286 shares; 2025Q3: 49,523 shares 49,523 $5.14M 0.01% -17,763 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,809 shares; 2024Q4: 126,837 shares; 2025Q1: 125,855 shares; 2025Q2: 128,952 shares; 2025Q3: 129,280 shares 129,280 $5.12M 0.01% +328 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,408 shares; 2025Q1: 5,295 shares; 2025Q2: 16,294 shares; 2025Q3: 38,117 shares 38,117 $5.11M 0.01% +21,823 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,811 shares; 2024Q4: 183,918 shares; 2025Q1: 187,839 shares; 2025Q2: 189,085 shares; 2025Q3: 206,147 shares 206,147 $5.11M 0.01% +17,062 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 15,589 shares; 2025Q1: 22,944 shares; 2025Q2: 38,742 shares; 2025Q3: 68,601 shares 68,601 $5.1M 0.01% +29,859 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,754 shares; 2025Q3: 72,627 shares 72,627 $5.1M 0.01% +50,873 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,099 shares; 2024Q4: 259,420 shares; 2025Q1: 299,316 shares; 2025Q2: 292,288 shares; 2025Q3: 313,621 shares 313,621 $5.09M 0.01% +21,333 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,892 shares; 2024Q4: 59,991 shares; 2025Q1: 51,098 shares; 2025Q2: 46,948 shares; 2025Q3: 50,209 shares 50,209 $5.09M 0.01% +3,261 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,394 shares; 2025Q1: 26,150 shares; 2025Q2: 41,541 shares; 2025Q3: 59,005 shares 59,005 $5.09M 0.01% +17,464 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,161 shares; 2024Q4: 18,376 shares; 2025Q1: 19,127 shares; 2025Q2: 21,394 shares; 2025Q3: 21,615 shares 21,615 $5.08M 0.01% +221 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,096 shares; 2024Q4: 167,385 shares; 2025Q1: 170,783 shares; 2025Q2: 135,761 shares; 2025Q3: 134,320 shares 134,320 $5.04M 0.01% -1,441 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,647 shares; 2024Q4: 104,861 shares; 2025Q1: 83,547 shares; 2025Q2: 78,180 shares; 2025Q3: 77,565 shares 77,565 $5.02M 0.01% -615 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,682 shares; 2024Q4: 42,755 shares; 2025Q1: 49,325 shares; 2025Q2: 41,760 shares; 2025Q3: 37,924 shares 37,924 $5.01M 0.01% -3,836 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,483 shares; 2024Q4: 11,666 shares; 2025Q1: 11,467 shares; 2025Q2: 12,936 shares; 2025Q3: 19,030 shares 19,030 $4.99M 0.01% +6,094 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,914 shares; 2024Q4: 16,176 shares; 2025Q1: 13,499 shares; 2025Q2: 19,814 shares; 2025Q3: 11,552 shares 11,552 $4.99M 0.01% -8,262 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 12,411 shares; 2025Q1: 11,798 shares; 2025Q2: 10,539 shares; 2025Q3: 9,511 shares 9,511 $4.98M 0.01% -1,028 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,372 shares; 2024Q4: 230,504 shares; 2025Q1: 298,530 shares; 2025Q2: 298,295 shares; 2025Q3: 311,673 shares 311,673 $4.97M 0.01% +13,378 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,094 shares; 2024Q4: 101,045 shares; 2025Q1: 104,273 shares; 2025Q2: 110,929 shares; 2025Q3: 64,728 shares 64,728 $4.96M 0.01% -46,201 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,695 shares; 2024Q4: 11,757 shares; 2025Q1: 10,132 shares; 2025Q2: 9,180 shares; 2025Q3: 48,992 shares 48,992 $4.95M 0.01% +39,812 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,806 shares; 2024Q4: 46,835 shares; 2025Q1: 39,633 shares; 2025Q2: 40,938 shares; 2025Q3: 94,535 shares 94,535 $4.94M 0.01% +53,597 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,828 shares; 2024Q4: 7,133 shares; 2025Q1: 6,694 shares; 2025Q2: 8,373 shares; 2025Q3: 17,113 shares 17,113 $4.93M 0.01% +8,740 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,843 shares; 2024Q4: 16,926 shares; 2025Q1: 15,248 shares; 2025Q2: 15,121 shares; 2025Q3: 14,236 shares 14,236 $4.92M 0.01% -885 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,741 shares; 2024Q4: 57,616 shares; 2025Q1: 59,966 shares; 2025Q2: 59,695 shares; 2025Q3: 40,498 shares 40,498 $4.91M 0.01% -19,197 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,425 shares; 2024Q4: 100,826 shares; 2025Q1: 104,367 shares; 2025Q2: 104,910 shares; 2025Q3: 102,727 shares 102,727 $4.91M 0.01% -2,183 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,989 shares; 2024Q4: 158,780 shares; 2025Q1: 71,027 shares; 2025Q2: 7,014 shares; 2025Q3: 133,583 shares 133,583 $4.88M 0.01% +126,569 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,473 shares; 2024Q4: 77,555 shares; 2025Q1: 104,564 shares; 2025Q2: 105,455 shares; 2025Q3: 135,028 shares 135,028 $4.88M 0.01% +29,573 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,452 shares; 2024Q4: 94,098 shares; 2025Q1: 91,403 shares; 2025Q2: 89,228 shares; 2025Q3: 88,144 shares 88,144 $4.83M 0.01% -1,084 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,402 shares; 2024Q4: 10,036 shares; 2025Q1: 30,769 shares; 2025Q2: 41,356 shares; 2025Q3: 30,239 shares 30,239 $4.83M 0.01% -11,117 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,320 shares; 2024Q4: 18,846 shares; 2025Q1: 22,230 shares; 2025Q2: 23,123 shares; 2025Q3: 19,176 shares 19,176 $4.82M 0.01% -3,947 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,395 shares; 2024Q4: 59,026 shares; 2025Q1: 74,970 shares; 2025Q2: 118,915 shares; 2025Q3: 156,429 shares 156,429 $4.8M 0.01% +37,514 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,680 shares; 2024Q4: 49,834 shares; 2025Q1: 41,620 shares; 2025Q2: 45,655 shares; 2025Q3: 46,954 shares 46,954 $4.79M 0.01% +1,299 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,900 shares; 2024Q4: 27,900 shares; 2025Q1: 28,472 shares; 2025Q2: 29,403 shares; 2025Q3: 34,870 shares 34,870 $4.78M 0.01% +5,467 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,193 shares; 2025Q1: 15,609 shares; 2025Q2: 37,509 shares; 2025Q3: 57,272 shares 57,272 $4.77M 0.01% +19,763 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,292 shares; 2024Q4: 57,520 shares; 2025Q1: 64,105 shares; 2025Q2: 51,487 shares; 2025Q3: 61,117 shares 61,117 $4.75M 0.01% +9,630 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,915 shares; 2024Q4: 62,783 shares; 2025Q1: 56,910 shares; 2025Q2: 64,860 shares; 2025Q3: 139,057 shares 139,057 $4.75M 0.01% +74,197 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,650 shares; 2024Q4: 46,995 shares; 2025Q1: 77,090 shares; 2025Q2: 72,411 shares; 2025Q3: 47,144 shares 47,144 $4.72M 0.01% -25,267 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,549 shares; 2024Q4: 15,606 shares; 2025Q1: 10,995 shares; 2025Q2: 21,361 shares; 2025Q3: 36,483 shares 36,483 $4.7M 0.01% +15,122 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,249 shares; 2024Q4: 12,750 shares; 2025Q1: 13,383 shares; 2025Q2: 15,398 shares; 2025Q3: 17,884 shares 17,884 $4.7M 0.01% +2,486 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,486 shares; 2024Q4: 47,634 shares; 2025Q1: 45,418 shares; 2025Q2: 35,924 shares; 2025Q3: 37,588 shares 37,588 $4.7M 0.01% +1,664 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,614 shares; 2024Q4: 10,574 shares; 2025Q1: 16,268 shares; 2025Q2: 47,685 shares; 2025Q3: 49,719 shares 49,719 $4.69M 0.01% +2,034 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,832 shares; 2025Q1: 4,041 shares; 2025Q2: 3,701 shares; 2025Q3: 3,799 shares 3,799 $4.69M 0.01% +98 CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,698 shares; 2024Q4: 42,577 shares; 2025Q1: 49,391 shares; 2025Q2: 48,205 shares; 2025Q3: 55,569 shares 55,569 $4.69M 0.01% +7,364 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,596 shares; 2024Q4: 97,895 shares; 2025Q1: 97,377 shares; 2025Q2: 134,657 shares; 2025Q3: 204,298 shares 204,298 $4.69M 0.01% +69,641 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,824 shares; 2024Q4: 221,126 shares; 2025Q1: 204,717 shares; 2025Q2: 206,714 shares; 2025Q3: 226,498 shares 226,498 $4.69M 0.01% +19,784 ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,874 shares; 2024Q4: 98,668 shares; 2025Q1: 75,579 shares; 2025Q2: 81,815 shares; 2025Q3: 78,356 shares 78,356 $4.68M 0.01% -3,459 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,323 shares; 2024Q4: 102,259 shares; 2025Q1: 102,549 shares; 2025Q2: 99,890 shares; 2025Q3: 99,813 shares 99,813 $4.68M 0.01% -77 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,623 shares; 2024Q4: 10,921 shares; 2025Q1: 11,937 shares; 2025Q2: 32,526 shares; 2025Q3: 49,215 shares 49,215 $4.67M 0.01% +16,689 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,117 shares; 2024Q4: 33,650 shares; 2025Q1: 33,946 shares; 2025Q2: 53,597 shares; 2025Q3: 53,083 shares 53,083 $4.66M 0.01% -514 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,160 shares; 2025Q3: 182,632 shares 182,632 $4.66M 0.01% +118,472 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,590 shares; 2024Q4: 93,229 shares; 2025Q1: 94,244 shares; 2025Q2: 95,000 shares; 2025Q3: 91,161 shares 91,161 $4.65M 0.01% -3,839 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,602 shares; 2024Q4: 35,110 shares; 2025Q1: 33,673 shares; 2025Q2: 27,873 shares; 2025Q3: 32,181 shares 32,181 $4.65M 0.01% +4,308 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232,464 shares; 2025Q1: 234,063 shares; 2025Q2: 237,788 shares; 2025Q3: 240,872 shares 240,872 $4.61M 0.01% +3,084 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,429 shares; 2024Q4: 58,088 shares; 2025Q1: 55,753 shares; 2025Q2: 58,333 shares; 2025Q3: 57,093 shares 57,093 $4.59M 0.01% -1,240 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,730 shares; 2024Q4: 52,757 shares; 2025Q1: 52,859 shares; 2025Q2: 69,322 shares; 2025Q3: 132,021 shares 132,021 $4.58M 0.01% +62,699 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,588 shares; 2024Q4: 47,856 shares; 2025Q1: 44,978 shares; 2025Q2: 51,180 shares; 2025Q3: 131,896 shares 131,896 $4.57M 0.01% +80,716 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 15,794 shares; 2025Q1: 18,387 shares; 2025Q2: 17,467 shares; 2025Q3: 18,536 shares 18,536 $4.57M 0.01% +1,069 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,977 shares; 2024Q4: 57,629 shares; 2025Q1: 55,771 shares; 2025Q2: 97,506 shares; 2025Q3: 66,683 shares 66,683 $4.56M 0.01% -30,823 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,082 shares; 2024Q4: 281,756 shares; 2025Q1: 271,486 shares; 2025Q2: 300,265 shares; 2025Q3: 304,952 shares 304,952 $4.56M 0.01% +4,687 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,831 shares; 2024Q4: 51,265 shares; 2025Q1: 49,961 shares; 2025Q2: 57,382 shares; 2025Q3: 57,587 shares 57,587 $4.54M 0.01% +205 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,675 shares; 2024Q4: 26,129 shares; 2025Q1: 18,820 shares; 2025Q2: 21,102 shares; 2025Q3: 128,436 shares 128,436 $4.54M 0.01% +107,334 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,697 shares; 2024Q4: 29,806 shares; 2025Q1: 17,758 shares; 2025Q2: 17,017 shares; 2025Q3: 48,611 shares 48,611 $4.53M 0.01% +31,594 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,407 shares; 2024Q4: 41,591 shares; 2025Q1: 48,516 shares; 2025Q2: 50,420 shares; 2025Q3: 55,227 shares 55,227 $4.53M 0.01% +4,807 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,094 shares; 2024Q4: 15,255 shares; 2025Q1: 18,775 shares; 2025Q2: 32,705 shares; 2025Q3: 32,088 shares 32,088 $4.52M 0.01% -617 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,622 shares; 2024Q4: 65,614 shares; 2025Q1: 55,763 shares; 2025Q2: 62,373 shares; 2025Q3: 61,875 shares 61,875 $4.52M 0.01% -498 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,725 shares; 2024Q4: 5,974 shares; 2025Q1: 6,922 shares; 2025Q2: 6,687 shares; 2025Q3: 9,639 shares 9,639 $4.51M 0.01% +2,952 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 252,939 shares; 2024Q4: 250,011 shares; 2025Q1: 282,808 shares; 2025Q2: 323,461 shares; 2025Q3: 260,424 shares 260,424 $4.5M 0.01% -63,037 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,090 shares; 2024Q4: 30,557 shares; 2025Q1: 32,693 shares; 2025Q2: 32,864 shares; 2025Q3: 33,419 shares 33,419 $4.49M 0.01% +555 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,742 shares; 2025Q2: 18,904 shares; 2025Q3: 40,035 shares 40,035 $4.49M 0.01% +21,131 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,172 shares; 2024Q4: 78,143 shares; 2025Q1: 68,416 shares; 2025Q2: 52,201 shares; 2025Q3: 50,107 shares 50,107 $4.49M 0.01% -2,094 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,866 shares; 2025Q1: 9,575 shares; 2025Q2: 16,265 shares; 2025Q3: 35,353 shares 35,353 $4.49M 0.01% +19,088 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,301 shares; 2024Q4: 43,637 shares; 2025Q1: 36,788 shares; 2025Q2: 39,036 shares; 2025Q3: 40,100 shares 40,100 $4.48M 0.01% +1,064 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,843 shares; 2024Q4: 95,039 shares; 2025Q1: 96,990 shares; 2025Q2: 109,928 shares; 2025Q3: 97,749 shares 97,749 $4.48M 0.01% -12,179 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,259 shares; 2024Q4: 118,769 shares; 2025Q1: 128,311 shares; 2025Q2: 124,526 shares; 2025Q3: 130,438 shares 130,438 $4.47M 0.01% +5,912 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,471 shares; 2024Q4: 92,823 shares; 2025Q1: 121,925 shares; 2025Q2: 121,654 shares; 2025Q3: 121,715 shares 121,715 $4.47M 0.01% +61 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,665 shares; 2024Q4: 351,422 shares; 2025Q1: 366,988 shares; 2025Q2: 375,286 shares; 2025Q3: 373,411 shares 373,411 $4.46M 0.01% -1,875 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,721 shares; 2024Q4: 54,339 shares; 2025Q1: 54,197 shares; 2025Q2: 54,078 shares; 2025Q3: 60,970 shares 60,970 $4.46M 0.01% +6,892 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,399 shares; 2024Q4: 25,637 shares; 2025Q1: 66,397 shares; 2025Q2: 54,844 shares; 2025Q3: 44,383 shares 44,383 $4.44M 0.01% -10,461 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,137 shares; 2024Q4: 251,574 shares; 2025Q1: 233,094 shares; 2025Q2: 154,776 shares; 2025Q3: 165,024 shares 165,024 $4.43M 0.01% +10,248 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 6,259 shares; 2025Q1: 7,753 shares; 2025Q2: 116,394 shares; 2025Q3: 22,099 shares 22,099 $4.42M 0.01% -94,295 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,127 shares; 2024Q4: 38,163 shares; 2025Q1: 40,778 shares; 2025Q2: 41,896 shares; 2025Q3: 43,088 shares 43,088 $4.42M 0.01% +1,192 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,206 shares; 2024Q4: 48,628 shares; 2025Q1: 59,111 shares; 2025Q2: 53,868 shares; 2025Q3: 52,606 shares 52,606 $4.41M 0.01% -1,262 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167,419 shares; 2025Q1: 168,333 shares; 2025Q2: 165,663 shares; 2025Q3: 157,497 shares 157,497 $4.41M 0.01% -8,166 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,903 shares; 2024Q4: 161,933 shares; 2025Q1: 20,608 shares; 2025Q2: 17,196 shares; 2025Q3: 63,938 shares 63,938 $4.4M 0.01% +46,742 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,977 shares; 2024Q4: 31,276 shares; 2025Q1: 67,291 shares; 2025Q2: 68,441 shares; 2025Q3: 95,747 shares 95,747 $4.39M 0.01% +27,306 Timeline RLX RLX TECHNOLOGY INC More: the full row for RLX TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666,853 shares; 2024Q4: 1,671,840 shares; 2025Q1: 25,747 shares; 2025Q2: 21,770 shares; 2025Q3: 1,668,476 shares 1,668,476 $4.39M 0.01% +1,646,706 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,666 shares; 2024Q4: 78,418 shares; 2025Q1: 75,664 shares; 2025Q2: 76,003 shares; 2025Q3: 73,605 shares 73,605 $4.36M 0.01% -2,398 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,760 shares; 2024Q4: 38,738 shares; 2025Q1: 44,829 shares; 2025Q2: 46,769 shares; 2025Q3: 59,459 shares 59,459 $4.36M 0.01% +12,690 Timeline