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: 4,614 shares; 2024Q4: 6,307 shares; 2025Q1: 7,406 shares; 2025Q2: 8,149 shares; 2025Q3: 9,624 shares 9,624 $2.42M 0.02% +1,475 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: 2,502 shares; 2024Q4: 3,644 shares; 2025Q1: 7,884 shares; 2025Q2: 9,833 shares; 2025Q3: 10,297 shares 10,297 $2.42M 0.02% +464 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: not reported; 2024Q4: not reported; 2025Q1: 31,264 shares; 2025Q2: 48,882 shares; 2025Q3: 43,420 shares 43,420 $2.4M 0.02% -5,462 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 6,612 shares; 2025Q1: 8,210 shares; 2025Q2: 65,273 shares; 2025Q3: 64,488 shares 64,488 $2.39M 0.02% -785 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 4,931 shares; 2025Q1: 5,427 shares; 2025Q2: 6,260 shares; 2025Q3: 6,087 shares 6,087 $2.38M 0.02% -173 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 4,922 shares; 2025Q1: 4,914 shares; 2025Q2: 4,626 shares; 2025Q3: 7,817 shares 7,817 $2.38M 0.02% +3,191 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,639 shares; 2024Q4: 42,435 shares; 2025Q1: 51,601 shares; 2025Q2: 41,435 shares; 2025Q3: 52,673 shares 52,673 $2.38M 0.02% +11,238 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,518 shares; 2024Q4: not reported; 2025Q1: 65,789 shares; 2025Q2: 87,066 shares; 2025Q3: 88,047 shares 88,047 $2.37M 0.02% +981 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,909 shares; 2025Q1: 45,335 shares; 2025Q2: 16,436 shares; 2025Q3: 15,479 shares 15,479 $2.37M 0.02% -957 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: not reported; 2024Q4: 17,312 shares; 2025Q1: 37,043 shares; 2025Q2: 41,339 shares; 2025Q3: 29,942 shares 29,942 $2.35M 0.02% -11,397 Timeline DFAT 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: 17,292 shares; 2025Q2: 24,854 shares; 2025Q3: 40,251 shares 40,251 $2.34M 0.02% +15,397 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: not reported; 2024Q4: 10,123 shares; 2025Q1: 23,890 shares; 2025Q2: 12,354 shares; 2025Q3: 19,176 shares 19,176 $2.33M 0.02% +6,822 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: not reported; 2024Q4: 14,161 shares; 2025Q1: 46,720 shares; 2025Q2: 49,555 shares; 2025Q3: 58,766 shares 58,766 $2.32M 0.02% +9,211 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,252 shares; 2024Q4: 25,664 shares; 2025Q1: 32,091 shares; 2025Q2: 64,240 shares; 2025Q3: 65,273 shares 65,273 $2.32M 0.02% +1,033 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: not reported; 2024Q4: 12,535 shares; 2025Q1: 41,770 shares; 2025Q2: 33,878 shares; 2025Q3: 64,903 shares 64,903 $2.32M 0.02% +31,025 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,818 shares; 2024Q4: 11,988 shares; 2025Q1: 8,161 shares; 2025Q2: 7,069 shares; 2025Q3: 6,623 shares 6,623 $2.29M 0.02% -446 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,417 shares; 2024Q4: 3,439 shares; 2025Q1: 4,210 shares; 2025Q2: 6,051 shares; 2025Q3: 6,410 shares 6,410 $2.29M 0.02% +359 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: not reported; 2024Q4: 5,278 shares; 2025Q1: 9,224 shares; 2025Q2: 13,360 shares; 2025Q3: 30,212 shares 30,212 $2.28M 0.02% +16,852 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: 32,961 shares; 2024Q4: 35,986 shares; 2025Q1: 24,689 shares; 2025Q2: 22,823 shares; 2025Q3: 19,283 shares 19,283 $2.28M 0.02% -3,540 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,066 shares; 2025Q3: 47,965 shares 47,965 $2.28M 0.02% -2,101 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: 20,536 shares; 2024Q4: 26,438 shares; 2025Q1: 28,719 shares; 2025Q2: 37,509 shares; 2025Q3: 34,601 shares 34,601 $2.28M 0.02% -2,908 Timeline KORP 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: 387,347 shares; 2024Q4: 379,023 shares; 2025Q1: 111,893 shares; 2025Q2: 71,072 shares; 2025Q3: 47,798 shares 47,798 $2.28M 0.02% -23,274 Timeline IHE 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: 31,191 shares; 2024Q4: 31,191 shares; 2025Q1: 31,191 shares; 2025Q2: 31,323 shares; 2025Q3: 31,323 shares 31,323 $2.27M 0.02% 0 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: not reported; 2024Q4: 3,487 shares; 2025Q1: 9,369 shares; 2025Q2: 13,191 shares; 2025Q3: 14,110 shares 14,110 $2.27M 0.02% +919 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,288 shares; 2024Q4: 24,568 shares; 2025Q1: 24,636 shares; 2025Q2: 27,254 shares; 2025Q3: 27,348 shares 27,348 $2.27M 0.02% +94 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,838 shares; 2024Q4: 9,258 shares; 2025Q1: 9,199 shares; 2025Q2: 74,815 shares; 2025Q3: 62,709 shares 62,709 $2.26M 0.02% -12,106 Timeline IWR 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: 30,702 shares; 2024Q4: 45,947 shares; 2025Q1: 38,594 shares; 2025Q2: 29,163 shares; 2025Q3: 23,396 shares 23,396 $2.26M 0.02% -5,767 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: 6,051 shares; 2025Q2: 13,550 shares; 2025Q3: 15,924 shares 15,924 $2.26M 0.02% +2,374 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: not reported; 2024Q4: 1,614 shares; 2025Q1: 4,279 shares; 2025Q2: 9,720 shares; 2025Q3: 11,011 shares 11,011 $2.26M 0.02% +1,291 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,237 shares; 2024Q4: 16,459 shares; 2025Q1: 22,252 shares; 2025Q2: 36,504 shares; 2025Q3: 37,105 shares 37,105 $2.26M 0.02% +601 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,418 shares; 2025Q1: 6,393 shares; 2025Q2: 3,441 shares; 2025Q3: 6,972 shares 6,972 $2.25M 0.02% +3,531 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,573 shares; 2024Q4: 77,466 shares; 2025Q1: 72,416 shares; 2025Q2: 50,621 shares; 2025Q3: 59,577 shares 59,577 $2.25M 0.02% +8,956 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: 12,097 shares; 2024Q4: 10,635 shares; 2025Q1: 26,601 shares; 2025Q2: 58,409 shares; 2025Q3: 60,548 shares 60,548 $2.25M 0.02% +2,139 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,443 shares; 2025Q3: 39,445 shares 39,445 $2.25M 0.02% +2 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,732 shares; 2025Q1: 59,990 shares; 2025Q2: 45,139 shares; 2025Q3: 43,660 shares 43,660 $2.25M 0.02% -1,479 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,981 shares; 2024Q4: 23,137 shares; 2025Q1: 28,409 shares; 2025Q2: 31,870 shares; 2025Q3: 33,843 shares 33,843 $2.25M 0.02% +1,973 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: 564 shares; 2024Q4: 703 shares; 2025Q1: 757 shares; 2025Q2: 969 shares; 2025Q3: 961 shares 961 $2.25M 0.02% -8 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: not reported; 2024Q4: 1,134 shares; 2025Q1: 4,181 shares; 2025Q2: 3,014 shares; 2025Q3: 11,735 shares 11,735 $2.25M 0.02% +8,721 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654 shares; 2024Q4: 1,177 shares; 2025Q1: 3,916 shares; 2025Q2: 6,554 shares; 2025Q3: 6,433 shares 6,433 $2.23M 0.02% -121 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: 27,345 shares; 2024Q4: 26,347 shares; 2025Q1: 24,435 shares; 2025Q2: 27,450 shares; 2025Q3: 27,593 shares 27,593 $2.22M 0.02% +143 Timeline DFUS 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: 22,022 shares; 2024Q4: 21,580 shares; 2025Q1: 23,716 shares; 2025Q2: 28,544 shares; 2025Q3: 30,522 shares 30,522 $2.21M 0.02% +1,978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,984 shares; 2025Q3: 18,388 shares 18,388 $2.21M 0.02% +7,404 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,085 shares; 2025Q2: 16,849 shares; 2025Q3: 39,576 shares 39,576 $2.2M 0.02% +22,727 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,706 shares; 2024Q4: 295,706 shares; 2025Q1: 295,706 shares; 2025Q2: 160,434 shares; 2025Q3: 160,434 shares 160,434 $2.2M 0.02% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,900 shares 42,900 $2.19M 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 932 shares; 2025Q1: 2,738 shares; 2025Q2: 4,068 shares; 2025Q3: 3,988 shares 3,988 $2.18M 0.02% -80 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: 8,813 shares; 2024Q4: 7,631 shares; 2025Q1: 6,682 shares; 2025Q2: 19,854 shares; 2025Q3: 19,555 shares 19,555 $2.18M 0.02% -299 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 59,474 shares; 2025Q3: 58,582 shares 58,582 $2.18M 0.02% -892 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: not reported; 2024Q4: not reported; 2025Q1: 30,278 shares; 2025Q2: 50,740 shares; 2025Q3: 58,214 shares 58,214 $2.18M 0.02% +7,474 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,116 shares; 2025Q1: 6,007 shares; 2025Q2: 10,561 shares; 2025Q3: 25,943 shares 25,943 $2.17M 0.02% +15,382 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: 37,256 shares; 2024Q4: 44,996 shares; 2025Q1: 59,194 shares; 2025Q2: 69,727 shares; 2025Q3: 55,414 shares 55,414 $2.17M 0.02% -14,313 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 2,563 shares; 2025Q1: 4,238 shares; 2025Q2: 7,759 shares; 2025Q3: 7,912 shares 7,912 $2.17M 0.02% +153 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,491 shares; 2024Q4: 210,876 shares; 2025Q1: 210,742 shares; 2025Q2: 200,403 shares; 2025Q3: 176,892 shares 176,892 $2.15M 0.02% -23,511 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: not reported; 2024Q4: 1,827 shares; 2025Q1: 2,289 shares; 2025Q2: 2,003 shares; 2025Q3: 4,180 shares 4,180 $2.15M 0.02% +2,177 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: 7,933 shares; 2024Q4: 26,405 shares; 2025Q1: 36,401 shares; 2025Q2: 55,088 shares; 2025Q3: 54,669 shares 54,669 $2.14M 0.02% -419 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: 8,759 shares; 2024Q4: 8,758 shares; 2025Q1: 10,661 shares; 2025Q2: 10,866 shares; 2025Q3: 11,965 shares 11,965 $2.14M 0.02% +1,099 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 7,936 shares; 2025Q1: 9,543 shares; 2025Q2: 11,069 shares; 2025Q3: 11,062 shares 11,062 $2.13M 0.02% -7 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: 7,922 shares; 2024Q4: 10,623 shares; 2025Q1: 12,006 shares; 2025Q2: 13,157 shares; 2025Q3: 13,991 shares 13,991 $2.13M 0.02% +834 Timeline DSI 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: 3,375 shares; 2024Q4: 4,987 shares; 2025Q1: 11,930 shares; 2025Q2: 15,545 shares; 2025Q3: 16,654 shares 16,654 $2.1M 0.02% +1,109 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 1,569 shares; 2025Q1: 3,293 shares; 2025Q2: 4,674 shares; 2025Q3: 4,888 shares 4,888 $2.08M 0.02% +214 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,603 shares; 2024Q4: 110,780 shares; 2025Q1: 126,239 shares; 2025Q2: 130,897 shares; 2025Q3: 130,634 shares 130,634 $2.08M 0.02% -263 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: 8,619 shares; 2024Q4: 8,624 shares; 2025Q1: 10,111 shares; 2025Q2: 14,709 shares; 2025Q3: 20,534 shares 20,534 $2.06M 0.02% +5,825 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: not reported; 2024Q4: 3,808 shares; 2025Q1: 4,153 shares; 2025Q2: 7,264 shares; 2025Q3: 14,626 shares 14,626 $2.05M 0.02% +7,362 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: 1,916 shares; 2024Q4: 3,788 shares; 2025Q1: 5,846 shares; 2025Q2: 8,523 shares; 2025Q3: 10,958 shares 10,958 $2.05M 0.02% +2,435 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: 15,988 shares; 2024Q4: 21,103 shares; 2025Q1: 26,651 shares; 2025Q2: 23,974 shares; 2025Q3: 29,283 shares 29,283 $2.05M 0.02% +5,309 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: 1,905 shares; 2024Q4: 6,944 shares; 2025Q1: 9,174 shares; 2025Q2: 14,931 shares; 2025Q3: 13,386 shares 13,386 $2.04M 0.02% -1,545 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 35,501 shares; 2025Q2: 39,332 shares; 2025Q3: 52,526 shares 52,526 $2.03M 0.02% +13,194 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: 7,796 shares; 2024Q4: 14,933 shares; 2025Q1: 15,278 shares; 2025Q2: 19,821 shares; 2025Q3: 19,930 shares 19,930 $2.03M 0.02% +109 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: not reported; 2024Q4: not reported; 2025Q1: 2,305 shares; 2025Q2: 7,144 shares; 2025Q3: 9,981 shares 9,981 $2.03M 0.02% +2,837 Timeline XSMO 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: 22,847 shares; 2024Q4: 28,914 shares; 2025Q1: 26,592 shares; 2025Q2: 28,020 shares; 2025Q3: 27,215 shares 27,215 $2M 0.02% -805 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,188 shares; 2024Q4: 20,573 shares; 2025Q1: 392,782 shares; 2025Q2: 98,729 shares; 2025Q3: 50,504 shares 50,504 $2M 0.02% -48,225 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,939 shares; 2025Q2: 35,778 shares; 2025Q3: 39,414 shares 39,414 $2M 0.02% +3,636 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: not reported; 2024Q4: 12,141 shares; 2025Q1: 14,061 shares; 2025Q2: 15,362 shares; 2025Q3: 16,435 shares 16,435 $1.99M 0.02% +1,073 Timeline JMEE 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: 13,945 shares; 2024Q4: 33,339 shares; 2025Q1: 36,921 shares; 2025Q2: 34,273 shares; 2025Q3: 31,444 shares 31,444 $1.99M 0.02% -2,829 Timeline HYS 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: 41,251 shares; 2024Q4: 38,971 shares; 2025Q1: 36,565 shares; 2025Q2: 20,776 shares; 2025Q3: 20,811 shares 20,811 $1.99M 0.02% +35 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: not reported; 2024Q4: not reported; 2025Q1: 1,410 shares; 2025Q2: 2,484 shares; 2025Q3: 5,678 shares 5,678 $1.99M 0.02% +3,194 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,146 shares; 2025Q3: 48,310 shares 48,310 $1.98M 0.02% -1,836 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,676 shares; 2024Q4: 27,547 shares; 2025Q1: 45,594 shares; 2025Q2: 67,392 shares; 2025Q3: 58,066 shares 58,066 $1.97M 0.02% -9,326 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: not reported; 2024Q4: 761 shares; 2025Q1: 1,894 shares; 2025Q2: 3,079 shares; 2025Q3: 3,076 shares 3,076 $1.97M 0.02% -3 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,854 shares; 2024Q4: 80,836 shares; 2025Q1: 38,490 shares; 2025Q2: 37,460 shares; 2025Q3: 34,357 shares 34,357 $1.96M 0.02% -3,103 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: 13,661 shares; 2024Q4: 18,198 shares; 2025Q1: 10,655 shares; 2025Q2: 25,646 shares; 2025Q3: 44,394 shares 44,394 $1.95M 0.02% +18,748 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,682 shares; 2024Q4: 10,000 shares; 2025Q1: 9,921 shares; 2025Q2: 9,535 shares; 2025Q3: 9,487 shares 9,487 $1.94M 0.02% -48 Timeline FSEP 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: 84,819 shares; 2025Q1: 93,420 shares; 2025Q2: 80,771 shares; 2025Q3: 38,355 shares 38,355 $1.94M 0.02% -42,416 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: 21,179 shares; 2024Q4: 31,355 shares; 2025Q1: 31,689 shares; 2025Q2: 34,224 shares; 2025Q3: 38,420 shares 38,420 $1.94M 0.02% +4,196 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,219 shares; 2025Q1: 3,165 shares; 2025Q2: 5,108 shares; 2025Q3: 5,497 shares 5,497 $1.93M 0.02% +389 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: not reported; 2024Q4: 2,495 shares; 2025Q1: 5,314 shares; 2025Q2: 1,890 shares; 2025Q3: 4,232 shares 4,232 $1.93M 0.02% +2,342 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: 19,030 shares; 2024Q4: 21,038 shares; 2025Q1: 22,984 shares; 2025Q2: 29,183 shares; 2025Q3: 55,536 shares 55,536 $1.93M 0.02% +26,353 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: 10,887 shares; 2024Q4: 27,130 shares; 2025Q1: 56,846 shares; 2025Q2: 37,015 shares; 2025Q3: 66,615 shares 66,615 $1.93M 0.02% +29,600 Timeline RZV 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: 20,245 shares; 2024Q4: 23,303 shares; 2025Q1: 19,783 shares; 2025Q2: 18,223 shares; 2025Q3: 16,236 shares 16,236 $1.92M 0.02% -1,987 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: 27,817 shares; 2024Q4: 34,075 shares; 2025Q1: 43,594 shares; 2025Q2: 44,263 shares; 2025Q3: 45,327 shares 45,327 $1.91M 0.02% +1,064 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: 3,493 shares; 2024Q4: 17,108 shares; 2025Q1: 20,651 shares; 2025Q2: 21,647 shares; 2025Q3: 23,636 shares 23,636 $1.91M 0.02% +1,989 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,316 shares; 2025Q2: 59,829 shares; 2025Q3: 80,763 shares 80,763 $1.9M 0.02% +20,934 Timeline FIXT TCW ETF TRUST More: the full row for TCW 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: 48,567 shares; 2025Q3: 49,090 shares 49,090 $1.9M 0.02% +523 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 3,179 shares; 2025Q1: 4,017 shares; 2025Q2: 5,940 shares; 2025Q3: 5,916 shares 5,916 $1.89M 0.02% -24 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,658 shares; 2025Q1: 4,544 shares; 2025Q2: 7,036 shares; 2025Q3: 7,085 shares 7,085 $1.89M 0.02% +49 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: 17,825 shares; 2024Q4: 56,478 shares; 2025Q1: 58,699 shares; 2025Q2: 22,361 shares; 2025Q3: 21,120 shares 21,120 $1.89M 0.02% -1,241 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,468 shares; 2024Q4: 51,942 shares; 2025Q1: 51,751 shares; 2025Q2: 49,895 shares; 2025Q3: 31,855 shares 31,855 $1.89M 0.02% -18,040 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,121 shares; 2025Q3: 32,039 shares 32,039 $1.89M 0.02% -1,082 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: 28,182 shares; 2024Q4: 29,597 shares; 2025Q1: 36,317 shares; 2025Q2: 40,429 shares; 2025Q3: 41,190 shares 41,190 $1.89M 0.02% +761 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,232 shares; 2025Q1: 81,494 shares; 2025Q2: 95,958 shares; 2025Q3: 216,461 shares 216,461 $1.89M 0.02% +120,503 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 3,909 shares; 2025Q1: 8,627 shares; 2025Q2: 8,114 shares; 2025Q3: 8,750 shares 8,750 $1.88M 0.02% +636 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: not reported; 2024Q4: 2,967 shares; 2025Q1: 8,355 shares; 2025Q2: 9,352 shares; 2025Q3: 10,500 shares 10,500 $1.88M 0.02% +1,148 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: 58,302 shares; 2024Q4: 56,739 shares; 2025Q1: 25,297 shares; 2025Q2: 23,714 shares; 2025Q3: 22,394 shares 22,394 $1.87M 0.02% -1,320 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 20,781 shares; 2025Q1: 20,423 shares; 2025Q2: 13,416 shares; 2025Q3: 13,073 shares 13,073 $1.86M 0.02% -343 Timeline IWS 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: 2,362 shares; 2024Q4: 21,163 shares; 2025Q1: 19,821 shares; 2025Q2: 14,221 shares; 2025Q3: 13,306 shares 13,306 $1.86M 0.02% -915 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 13,963 shares; 2025Q3: 16,473 shares 16,473 $1.85M 0.02% +2,510 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,798 shares; 2025Q2: 36,022 shares; 2025Q3: 36,605 shares 36,605 $1.85M 0.02% +583 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: 3,447 shares; 2024Q4: 9,302 shares; 2025Q1: 11,658 shares; 2025Q2: 17,332 shares; 2025Q3: 20,258 shares 20,258 $1.84M 0.02% +2,926 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 9,897 shares; 2025Q1: 9,322 shares; 2025Q2: 4,379 shares; 2025Q3: 5,693 shares 5,693 $1.84M 0.02% +1,314 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: 5,318 shares; 2024Q4: 6,653 shares; 2025Q1: 12,094 shares; 2025Q2: 36,958 shares; 2025Q3: 27,328 shares 27,328 $1.84M 0.02% -9,630 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: not reported; 2024Q4: 2,133 shares; 2025Q1: 5,573 shares; 2025Q2: 8,330 shares; 2025Q3: 9,112 shares 9,112 $1.84M 0.02% +782 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: 23,760 shares; 2024Q4: 20,683 shares; 2025Q1: 24,384 shares; 2025Q2: 29,474 shares; 2025Q3: 28,524 shares 28,524 $1.83M 0.02% -950 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: 51,598 shares; 2024Q4: 44,962 shares; 2025Q1: 51,137 shares; 2025Q2: 52,697 shares; 2025Q3: 58,367 shares 58,367 $1.83M 0.02% +5,670 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,194 shares; 2025Q1: 7,016 shares; 2025Q2: 5,452 shares; 2025Q3: 5,836 shares 5,836 $1.83M 0.02% +384 Timeline QUS 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: 2,458 shares; 2024Q4: 2,465 shares; 2025Q1: 2,421 shares; 2025Q2: 10,444 shares; 2025Q3: 10,613 shares 10,613 $1.82M 0.02% +169 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 13,091 shares; 2025Q1: 15,095 shares; 2025Q2: 36,155 shares; 2025Q3: 46,805 shares 46,805 $1.82M 0.02% +10,650 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,778 shares; 2024Q4: 8,339 shares; 2025Q1: 10,526 shares; 2025Q2: 22,972 shares; 2025Q3: 25,995 shares 25,995 $1.81M 0.02% +3,023 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: not reported; 2024Q4: not reported; 2025Q1: 2,776 shares; 2025Q2: 12,274 shares; 2025Q3: 14,973 shares 14,973 $1.81M 0.02% +2,699 Timeline XLU 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: 13,001 shares; 2024Q4: 19,004 shares; 2025Q1: 19,133 shares; 2025Q2: 20,118 shares; 2025Q3: 20,755 shares 20,755 $1.81M 0.02% +637 Timeline EEM 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: 21,328 shares; 2024Q4: 27,202 shares; 2025Q1: 35,632 shares; 2025Q2: 36,238 shares; 2025Q3: 33,874 shares 33,874 $1.81M 0.02% -2,364 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: 1,374 shares; 2024Q4: 2,781 shares; 2025Q1: 4,348 shares; 2025Q2: 15,005 shares; 2025Q3: 14,045 shares 14,045 $1.8M 0.02% -960 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: not reported; 2024Q4: not reported; 2025Q1: 9,526 shares; 2025Q2: 10,490 shares; 2025Q3: 11,071 shares 11,071 $1.79M 0.02% +581 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,402 shares; 2025Q1: 7,898 shares; 2025Q2: 12,703 shares; 2025Q3: 12,570 shares 12,570 $1.79M 0.02% -133 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,379 shares; 2024Q4: 25,429 shares; 2025Q1: 41,600 shares; 2025Q2: 42,747 shares; 2025Q3: 37,763 shares 37,763 $1.79M 0.02% -4,984 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: not reported; 2024Q4: 2,931 shares; 2025Q1: 13,036 shares; 2025Q2: 16,616 shares; 2025Q3: 18,721 shares 18,721 $1.78M 0.02% +2,105 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: 10,041 shares; 2024Q4: 12,216 shares; 2025Q1: 15,429 shares; 2025Q2: 19,969 shares; 2025Q3: 29,018 shares 29,018 $1.78M 0.02% +9,049 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,934 shares 54,934 $1.77M 0.02% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,421 shares; 2024Q4: 8,371 shares; 2025Q1: 8,386 shares; 2025Q2: 8,527 shares; 2025Q3: 8,465 shares 8,465 $1.76M 0.02% -62 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: 21,566 shares; 2024Q4: 22,204 shares; 2025Q1: 42,005 shares; 2025Q2: 50,713 shares; 2025Q3: 51,124 shares 51,124 $1.76M 0.02% +411 Timeline VLU 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: 8,094 shares; 2024Q4: 8,701 shares; 2025Q1: 8,719 shares; 2025Q2: 8,599 shares; 2025Q3: 8,617 shares 8,617 $1.76M 0.02% +18 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: 18,789 shares; 2024Q4: 31,172 shares; 2025Q1: 18,285 shares; 2025Q2: 22,980 shares; 2025Q3: 66,384 shares 66,384 $1.75M 0.02% +43,404 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,012 shares; 2024Q4: 24,829 shares; 2025Q1: 40,965 shares; 2025Q2: 41,560 shares; 2025Q3: 56,080 shares 56,080 $1.75M 0.02% +14,520 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,949 shares; 2025Q2: 82,535 shares; 2025Q3: 82,087 shares 82,087 $1.75M 0.02% -448 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,385 shares; 2024Q4: 15,422 shares; 2025Q1: 17,800 shares; 2025Q2: 36,258 shares; 2025Q3: 35,915 shares 35,915 $1.73M 0.02% -343 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: not reported; 2024Q4: 20,082 shares; 2025Q1: 44,398 shares; 2025Q2: 28,849 shares; 2025Q3: 32,459 shares 32,459 $1.73M 0.02% +3,610 Timeline EWG 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: not reported; 2024Q4: not reported; 2025Q1: 19,040 shares; 2025Q2: 33,307 shares; 2025Q3: 41,404 shares 41,404 $1.72M 0.02% +8,097 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,100 shares; 2024Q4: 20,800 shares; 2025Q1: 19,530 shares; 2025Q2: 19,379 shares; 2025Q3: 27,635 shares 27,635 $1.72M 0.02% +8,256 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,841 shares; 2024Q4: 29,073 shares; 2025Q1: 31,602 shares; 2025Q2: 32,328 shares; 2025Q3: 33,872 shares 33,872 $1.71M 0.02% +1,544 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: 2,337 shares; 2024Q4: 3,176 shares; 2025Q1: 3,290 shares; 2025Q2: 7,848 shares; 2025Q3: 10,204 shares 10,204 $1.7M 0.02% +2,356 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 6,282 shares; 2025Q1: 8,109 shares; 2025Q2: 9,778 shares; 2025Q3: 9,576 shares 9,576 $1.69M 0.02% -202 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,785 shares; 2024Q4: 56,193 shares; 2025Q1: 70,740 shares; 2025Q2: 17,906 shares; 2025Q3: 18,839 shares 18,839 $1.69M 0.02% +933 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,720 shares; 2025Q1: 17,307 shares; 2025Q2: 17,132 shares; 2025Q3: 15,848 shares 15,848 $1.68M 0.02% -1,284 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: 30,020 shares; 2024Q4: 35,479 shares; 2025Q1: 36,286 shares; 2025Q2: 39,147 shares; 2025Q3: 31,646 shares 31,646 $1.66M 0.02% -7,501 Timeline CLIP 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: 15,677 shares; 2025Q2: 16,501 shares; 2025Q3: 16,333 shares 16,333 $1.64M 0.02% -168 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: 63,344 shares; 2024Q4: 66,620 shares; 2025Q1: 45,493 shares; 2025Q2: 41,668 shares; 2025Q3: 37,302 shares 37,302 $1.63M 0.02% -4,366 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: 4,520 shares; 2024Q4: 6,131 shares; 2025Q1: 8,243 shares; 2025Q2: 9,817 shares; 2025Q3: 22,864 shares 22,864 $1.63M 0.01% +13,047 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,447 shares; 2024Q4: 4,386 shares; 2025Q1: 5,032 shares; 2025Q2: 5,747 shares; 2025Q3: 5,094 shares 5,094 $1.63M 0.01% -653 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,122 shares; 2025Q1: 18,613 shares; 2025Q2: 19,382 shares; 2025Q3: 21,159 shares 21,159 $1.62M 0.01% +1,777 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: not reported; 2024Q4: 6,955 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,896 shares 45,896 $1.62M 0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 3,579 shares; 2025Q1: 4,555 shares; 2025Q2: 5,250 shares; 2025Q3: 5,225 shares 5,225 $1.62M 0.01% -25 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: not reported; 2024Q4: 1,950 shares; 2025Q1: 3,559 shares; 2025Q2: 10,345 shares; 2025Q3: 10,243 shares 10,243 $1.61M 0.01% -102 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: not reported; 2024Q4: 6,260 shares; 2025Q1: 10,657 shares; 2025Q2: 19,777 shares; 2025Q3: 22,700 shares 22,700 $1.61M 0.01% +2,923 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,619 shares; 2025Q3: 27,026 shares 27,026 $1.61M 0.01% +407 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,080 shares; 2025Q1: 6,635 shares; 2025Q2: 13,772 shares; 2025Q3: 16,674 shares 16,674 $1.61M 0.01% +2,902 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: 109,957 shares; 2024Q4: 107,590 shares; 2025Q1: 53,596 shares; 2025Q2: 47,300 shares; 2025Q3: 44,395 shares 44,395 $1.61M 0.01% -2,905 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 2,459 shares; 2025Q1: 2,824 shares; 2025Q2: 4,733 shares; 2025Q3: 5,827 shares 5,827 $1.59M 0.01% +1,094 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: not reported; 2024Q4: 3,660 shares; 2025Q1: 6,522 shares; 2025Q2: 10,760 shares; 2025Q3: 10,122 shares 10,122 $1.59M 0.01% -638 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: not reported; 2024Q4: 2,332 shares; 2025Q1: 8,587 shares; 2025Q2: 18,922 shares; 2025Q3: 18,991 shares 18,991 $1.58M 0.01% +69 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,903 shares; 2025Q2: 33,541 shares; 2025Q3: 32,401 shares 32,401 $1.58M 0.01% -1,140 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,315 shares; 2025Q1: 3,723 shares; 2025Q2: 6,270 shares; 2025Q3: 7,231 shares 7,231 $1.58M 0.01% +961 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,730 shares; 2024Q4: 5,219 shares; 2025Q1: 11,988 shares; 2025Q2: 16,412 shares; 2025Q3: 18,991 shares 18,991 $1.58M 0.01% +2,579 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,987 shares 31,987 $1.58M 0.01% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,199 shares; 2025Q1: 14,897 shares; 2025Q2: 16,118 shares; 2025Q3: 16,391 shares 16,391 $1.57M 0.01% +273 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: 19,763 shares; 2024Q4: 19,874 shares; 2025Q1: 23,143 shares; 2025Q2: 28,197 shares; 2025Q3: 37,010 shares 37,010 $1.57M 0.01% +8,813 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 583 shares; 2025Q1: 813 shares; 2025Q2: 1,167 shares; 2025Q3: 1,189 shares 1,189 $1.57M 0.01% +22 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: not reported; 2024Q4: 4,819 shares; 2025Q1: 20,813 shares; 2025Q2: 23,637 shares; 2025Q3: 28,770 shares 28,770 $1.56M 0.01% +5,133 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 6,627 shares; 2025Q1: 10,566 shares; 2025Q2: 13,894 shares; 2025Q3: 15,003 shares 15,003 $1.56M 0.01% +1,109 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,775 shares; 2025Q2: 31,713 shares; 2025Q3: 36,055 shares 36,055 $1.56M 0.01% +4,342 Timeline UJUL 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: not reported; 2025Q1: not reported; 2025Q2: 75,374 shares; 2025Q3: 40,777 shares 40,777 $1.55M 0.01% -34,597 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,082 shares; 2024Q4: 1,132 shares; 2025Q1: 3,341 shares; 2025Q2: 3,721 shares; 2025Q3: 4,652 shares 4,652 $1.55M 0.01% +931 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: not reported; 2024Q4: 5,728 shares; 2025Q1: 24,982 shares; 2025Q2: 31,367 shares; 2025Q3: 36,380 shares 36,380 $1.55M 0.01% +5,013 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: not reported; 2024Q4: 6,515 shares; 2025Q1: 18,292 shares; 2025Q2: 20,080 shares; 2025Q3: 20,743 shares 20,743 $1.54M 0.01% +663 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: not reported; 2024Q4: not reported; 2025Q1: 18,978 shares; 2025Q2: 27,036 shares; 2025Q3: 31,944 shares 31,944 $1.53M 0.01% +4,908 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,209 shares; 2024Q4: 9,047 shares; 2025Q1: 9,422 shares; 2025Q2: 9,422 shares; 2025Q3: 9,264 shares 9,264 $1.53M 0.01% -158 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,123 shares; 2024Q4: 72,428 shares; 2025Q1: 72,350 shares; 2025Q2: 77,369 shares; 2025Q3: 77,307 shares 77,307 $1.53M 0.01% -62 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,439 shares; 2025Q2: 3,903 shares; 2025Q3: 3,584 shares 3,584 $1.52M 0.01% -319 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: 4,519 shares; 2024Q4: 4,784 shares; 2025Q1: 5,569 shares; 2025Q2: 15,623 shares; 2025Q3: 17,963 shares 17,963 $1.52M 0.01% +2,340 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,966 shares; 2025Q2: 7,738 shares; 2025Q3: 7,739 shares 7,739 $1.52M 0.01% +1 Timeline AVUV 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: 66,449 shares; 2024Q4: 67,203 shares; 2025Q1: 27,661 shares; 2025Q2: 21,261 shares; 2025Q3: 15,197 shares 15,197 $1.51M 0.01% -6,064 Timeline FELG 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: not reported; 2025Q1: 13,298 shares; 2025Q2: 24,561 shares; 2025Q3: 36,708 shares 36,708 $1.51M 0.01% +12,147 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: 2,132 shares; 2024Q4: 3,557 shares; 2025Q1: 5,536 shares; 2025Q2: 9,846 shares; 2025Q3: 14,125 shares 14,125 $1.51M 0.01% +4,279 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,449 shares; 2025Q1: 10,388 shares; 2025Q2: 11,347 shares; 2025Q3: 7,479 shares 7,479 $1.5M 0.01% -3,868 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375,828 shares; 2025Q1: 370,908 shares; 2025Q2: 164,059 shares; 2025Q3: 133,563 shares 133,563 $1.5M 0.01% -30,496 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: not reported; 2024Q4: 1,593 shares; 2025Q1: 1,842 shares; 2025Q2: 2,556 shares; 2025Q3: 5,682 shares 5,682 $1.49M 0.01% +3,126 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: not reported; 2024Q4: 2,416 shares; 2025Q1: 4,465 shares; 2025Q2: 6,779 shares; 2025Q3: 7,917 shares 7,917 $1.49M 0.01% +1,138 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: 13,170 shares; 2024Q4: 94,944 shares; 2025Q1: 108,409 shares; 2025Q2: 62,239 shares; 2025Q3: 32,219 shares 32,219 $1.48M 0.01% -30,020 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 865 shares; 2025Q1: 1,122 shares; 2025Q2: 1,858 shares; 2025Q3: 1,893 shares 1,893 $1.48M 0.01% +35 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: not reported; 2024Q4: not reported; 2025Q1: 7,687 shares; 2025Q2: 8,625 shares; 2025Q3: 11,606 shares 11,606 $1.47M 0.01% +2,981 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: 5,929 shares; 2024Q4: 9,133 shares; 2025Q1: 10,666 shares; 2025Q2: 11,319 shares; 2025Q3: 14,607 shares 14,607 $1.47M 0.01% +3,288 Timeline GRPM 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: not reported; 2024Q4: 62,283 shares; 2025Q1: 65,840 shares; 2025Q2: 17,723 shares; 2025Q3: 12,171 shares 12,171 $1.47M 0.01% -5,552 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,761 shares; 2024Q4: 33,018 shares; 2025Q1: 18,351 shares; 2025Q2: 17,629 shares; 2025Q3: 15,498 shares 15,498 $1.46M 0.01% -2,131 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 5,710 shares; 2025Q1: 6,657 shares; 2025Q2: 13,126 shares; 2025Q3: 12,960 shares 12,960 $1.45M 0.01% -166 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: not reported; 2024Q4: 3,867 shares; 2025Q1: 6,160 shares; 2025Q2: 10,505 shares; 2025Q3: 10,471 shares 10,471 $1.45M 0.01% -34 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES 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: 11,872 shares; 2025Q3: 115,613 shares 115,613 $1.43M 0.01% +103,741 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,740 shares; 2025Q1: 11,534 shares; 2025Q2: 18,679 shares; 2025Q3: 19,980 shares 19,980 $1.43M 0.01% +1,301 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,118 shares; 2025Q1: 7,154 shares; 2025Q2: 12,715 shares; 2025Q3: 8,600 shares 8,600 $1.43M 0.01% -4,115 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: not reported; 2024Q4: 1,267 shares; 2025Q1: 1,905 shares; 2025Q2: 3,960 shares; 2025Q3: 5,762 shares 5,762 $1.43M 0.01% +1,802 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103,978 shares; 2025Q1: 104,022 shares; 2025Q2: 84,195 shares; 2025Q3: 105,084 shares 105,084 $1.42M 0.01% +20,889 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: not reported; 2024Q4: 9,571 shares; 2025Q1: 17,532 shares; 2025Q2: 18,870 shares; 2025Q3: 18,485 shares 18,485 $1.42M 0.01% -385 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: 9,870 shares; 2024Q4: 14,694 shares; 2025Q1: 34,132 shares; 2025Q2: 33,553 shares; 2025Q3: 41,104 shares 41,104 $1.41M 0.01% +7,551 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: 81,308 shares; 2024Q4: 67,248 shares; 2025Q1: 83,341 shares; 2025Q2: 83,101 shares; 2025Q3: 94,581 shares 94,581 $1.41M 0.01% +11,480 Timeline ONEO 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: 14,557 shares; 2024Q4: 11,108 shares; 2025Q1: 11,148 shares; 2025Q2: 10,904 shares; 2025Q3: 10,918 shares 10,918 $1.41M 0.01% +14 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,954 shares; 2024Q4: 10,325 shares; 2025Q1: 11,505 shares; 2025Q2: 13,666 shares; 2025Q3: 19,208 shares 19,208 $1.4M 0.01% +5,542 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: 14,572 shares; 2024Q4: 20,058 shares; 2025Q1: 26,833 shares; 2025Q2: 25,423 shares; 2025Q3: 24,312 shares 24,312 $1.4M 0.01% -1,111 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,054 shares; 2025Q1: 4,220 shares; 2025Q2: 4,742 shares; 2025Q3: 10,988 shares 10,988 $1.4M 0.01% +6,246 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: 2,014 shares; 2024Q4: 7,078 shares; 2025Q1: 8,317 shares; 2025Q2: 10,021 shares; 2025Q3: 10,459 shares 10,459 $1.4M 0.01% +438 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: not reported; 2024Q4: 3,435 shares; 2025Q1: 4,936 shares; 2025Q2: 5,312 shares; 2025Q3: 6,943 shares 6,943 $1.39M 0.01% +1,631 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: not reported; 2024Q4: 12,507 shares; 2025Q1: 41,469 shares; 2025Q2: 36,507 shares; 2025Q3: 43,242 shares 43,242 $1.39M 0.01% +6,735 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,389 shares 34,389 $1.39M 0.01% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,022 shares; 2024Q4: 58,407 shares; 2025Q1: 61,528 shares; 2025Q2: 69,477 shares; 2025Q3: 74,354 shares 74,354 $1.39M 0.01% +4,877 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: not reported; 2024Q4: 13,280 shares; 2025Q1: 10,201 shares; 2025Q2: 13,334 shares; 2025Q3: 13,487 shares 13,487 $1.38M 0.01% +153 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 14,173 shares; 2025Q2: 23,284 shares; 2025Q3: 24,094 shares 24,094 $1.38M 0.01% +810 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,855 shares; 2025Q1: 29,934 shares; 2025Q2: 20,979 shares; 2025Q3: 20,752 shares 20,752 $1.38M 0.01% -227 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: 7,427 shares; 2024Q4: 7,539 shares; 2025Q1: 7,768 shares; 2025Q2: 9,969 shares; 2025Q3: 9,961 shares 9,961 $1.38M 0.01% -8 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,333 shares; 2025Q1: 5,498 shares; 2025Q2: 7,168 shares; 2025Q3: 4,745 shares 4,745 $1.37M 0.01% -2,423 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,204 shares; 2025Q1: 54,111 shares; 2025Q2: 22,428 shares; 2025Q3: 28,567 shares 28,567 $1.37M 0.01% +6,139 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: not reported; 2024Q4: 3,127 shares; 2025Q1: 17,388 shares; 2025Q2: 15,614 shares; 2025Q3: 17,826 shares 17,826 $1.36M 0.01% +2,212 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,963 shares; 2025Q1: 45,157 shares; 2025Q2: 61,864 shares; 2025Q3: 70,472 shares 70,472 $1.35M 0.01% +8,608 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: 5,435 shares; 2025Q3: 6,838 shares 6,838 $1.34M 0.01% +1,403 Timeline DFAU 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: 14,848 shares; 2025Q2: 15,496 shares; 2025Q3: 29,226 shares 29,226 $1.34M 0.01% +13,730 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,363 shares; 2025Q3: 4,298 shares 4,298 $1.33M 0.01% -65 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: 6,971 shares; 2024Q4: 14,487 shares; 2025Q1: 44,440 shares; 2025Q2: 62,080 shares; 2025Q3: 54,218 shares 54,218 $1.33M 0.01% -7,862 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,361 shares; 2024Q4: 34,140 shares; 2025Q1: 55,144 shares; 2025Q2: 65,361 shares; 2025Q3: 95,494 shares 95,494 $1.33M 0.01% +30,133 DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,515 shares; 2025Q1: 28,589 shares; 2025Q2: 24,317 shares; 2025Q3: 25,375 shares 25,375 $1.33M 0.01% +1,058 Timeline CSM 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: 17,669 shares; 2024Q4: 17,666 shares; 2025Q1: 17,549 shares; 2025Q2: 17,314 shares; 2025Q3: 17,318 shares 17,318 $1.33M 0.01% +4 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,433 shares; 2025Q1: 5,877 shares; 2025Q2: 6,527 shares; 2025Q3: 7,034 shares 7,034 $1.32M 0.01% +507 Timeline TNGY 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: 78,291 shares; 2025Q3: 145,599 shares 145,599 $1.32M 0.01% +67,308 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: not reported; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 1,022 shares; 2025Q3: 4,794 shares 4,794 $1.32M 0.01% +3,772 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,884 shares; 2025Q2: 61,078 shares; 2025Q3: 63,332 shares 63,332 $1.31M 0.01% +2,254 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,193 shares; 2025Q2: 7,821 shares; 2025Q3: 12,663 shares 12,663 $1.31M 0.01% +4,842 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,157 shares; 2025Q1: 8,285 shares; 2025Q2: 7,424 shares; 2025Q3: 7,375 shares 7,375 $1.31M 0.01% -49 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: not reported; 2024Q4: 1,210 shares; 2025Q1: 1,497 shares; 2025Q2: 3,909 shares; 2025Q3: 3,768 shares 3,768 $1.31M 0.01% -141 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: 44,617 shares; 2024Q4: 54,798 shares; 2025Q1: 81,580 shares; 2025Q2: 92,406 shares; 2025Q3: 109,116 shares 109,116 $1.31M 0.01% +16,710 Timeline METV 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: 84,072 shares; 2024Q4: 68,518 shares; 2025Q1: 66,053 shares; 2025Q2: 63,445 shares; 2025Q3: 63,331 shares 63,331 $1.3M 0.01% -114 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: not reported; 2024Q4: 10,055 shares; 2025Q1: 17,936 shares; 2025Q2: 26,793 shares; 2025Q3: 55,144 shares 55,144 $1.3M 0.01% +28,351 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: 11,734 shares; 2024Q4: 11,937 shares; 2025Q1: 11,940 shares; 2025Q2: 16,940 shares; 2025Q3: 16,988 shares 16,988 $1.3M 0.01% +48 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: not reported; 2024Q4: 378 shares; 2025Q1: 848 shares; 2025Q2: 1,518 shares; 2025Q3: 1,366 shares 1,366 $1.3M 0.01% -152 Timeline DFUV 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: 31,539 shares; 2024Q4: 31,576 shares; 2025Q1: 31,553 shares; 2025Q2: 35,386 shares; 2025Q3: 29,092 shares 29,092 $1.3M 0.01% -6,294 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,712 shares; 2025Q1: 2,976 shares; 2025Q2: 5,599 shares; 2025Q3: 5,651 shares 5,651 $1.3M 0.01% +52 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,464 shares; 2025Q2: 3,230 shares; 2025Q3: 10,588 shares 10,588 $1.3M 0.01% +7,358 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: 1,839 shares; 2024Q4: not reported; 2025Q1: 2,628 shares; 2025Q2: 4,654 shares; 2025Q3: 5,470 shares 5,470 $1.29M 0.01% +816 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: not reported; 2024Q4: 4,960 shares; 2025Q1: 5,547 shares; 2025Q2: 6,952 shares; 2025Q3: 8,796 shares 8,796 $1.28M 0.01% +1,844 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 5,581 shares; 2025Q1: 10,793 shares; 2025Q2: 14,776 shares; 2025Q3: 16,459 shares 16,459 $1.28M 0.01% +1,683 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,378 shares; 2025Q1: 17,756 shares; 2025Q2: 8,739 shares; 2025Q3: 26,047 shares 26,047 $1.28M 0.01% +17,308 Timeline IDHQ 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: 105,096 shares; 2024Q4: 119,161 shares; 2025Q1: 105,610 shares; 2025Q2: 103,259 shares; 2025Q3: 37,892 shares 37,892 $1.28M 0.01% -65,367 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: not reported; 2024Q4: 874 shares; 2025Q1: 3,057 shares; 2025Q2: 3,083 shares; 2025Q3: 3,727 shares 3,727 $1.26M 0.01% +644 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,534 shares; 2025Q3: 46,675 shares 46,675 $1.25M 0.01% +5,141 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,819 shares; 2025Q1: 8,058 shares; 2025Q2: 4,907 shares; 2025Q3: 4,814 shares 4,814 $1.25M 0.01% -93 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: not reported; 2024Q4: 1,481 shares; 2025Q1: 3,364 shares; 2025Q2: 6,079 shares; 2025Q3: 9,322 shares 9,322 $1.25M 0.01% +3,243 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & 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: 62,247 shares; 2025Q3: 59,909 shares 59,909 $1.24M 0.01% -2,338 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,253 shares; 2024Q4: 25,245 shares; 2025Q1: 25,245 shares; 2025Q2: 17,524 shares; 2025Q3: 17,525 shares 17,525 $1.24M 0.01% +1 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,322 shares; 2024Q4: 140,383 shares; 2025Q1: 135,875 shares; 2025Q2: 147,340 shares; 2025Q3: 179,889 shares 179,889 $1.24M 0.01% +32,549 Timeline XHS 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: 12,181 shares; 2024Q4: 12,181 shares; 2025Q1: 12,181 shares; 2025Q2: 12,181 shares; 2025Q3: 12,181 shares 12,181 $1.24M 0.01% 0 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: not reported; 2024Q4: 2,753 shares; 2025Q1: 4,048 shares; 2025Q2: 7,295 shares; 2025Q3: 8,226 shares 8,226 $1.23M 0.01% +931 Timeline JEPQ 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: 30,450 shares; 2025Q1: 29,970 shares; 2025Q2: 22,210 shares; 2025Q3: 21,368 shares 21,368 $1.23M 0.01% -842 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,884 shares; 2025Q2: 5,390 shares; 2025Q3: 14,529 shares 14,529 $1.23M 0.01% +9,139 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,052 shares; 2025Q2: 5,676 shares; 2025Q3: 6,494 shares 6,494 $1.23M 0.01% +818 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: 46,813 shares; 2024Q4: 3,419 shares; 2025Q1: 3,792 shares; 2025Q2: 7,307 shares; 2025Q3: 7,005 shares 7,005 $1.23M 0.01% -302 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,271 shares; 2025Q1: 8,047 shares; 2025Q2: 7,893 shares; 2025Q3: 7,725 shares 7,725 $1.22M 0.01% -168 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,091 shares; 2025Q2: 37,458 shares; 2025Q3: 38,515 shares 38,515 $1.22M 0.01% +1,057 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: 1,294 shares; 2024Q4: 1,889 shares; 2025Q1: 3,430 shares; 2025Q2: 5,936 shares; 2025Q3: 6,134 shares 6,134 $1.21M 0.01% +198 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 3,414 shares; 2025Q2: 4,394 shares; 2025Q3: 4,223 shares 4,223 $1.21M 0.01% -171 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: 1,821 shares; 2024Q4: 5,143 shares; 2025Q1: 6,629 shares; 2025Q2: 7,226 shares; 2025Q3: 8,570 shares 8,570 $1.21M 0.01% +1,344 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,717 shares; 2025Q1: 1,843 shares; 2025Q2: 2,123 shares; 2025Q3: 3,683 shares 3,683 $1.21M 0.01% +1,560 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,241 shares; 2024Q4: 30,859 shares; 2025Q1: 42,563 shares; 2025Q2: 36,011 shares; 2025Q3: 34,096 shares 34,096 $1.21M 0.01% -1,915 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 3,646 shares; 2025Q2: 8,223 shares; 2025Q3: 13,645 shares 13,645 $1.21M 0.01% +5,422 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,192 shares; 2024Q4: 114,639 shares; 2025Q1: 117,847 shares; 2025Q2: 116,633 shares; 2025Q3: 118,666 shares 118,666 $1.2M 0.01% +2,033 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,486 shares 2,486 $1.2M 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 996 shares; 2025Q2: 2,467 shares; 2025Q3: 4,169 shares 4,169 $1.2M 0.01% +1,702 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: not reported; 2024Q4: not reported; 2025Q1: 2,930 shares; 2025Q2: 3,425 shares; 2025Q3: 3,714 shares 3,714 $1.2M 0.01% +289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,635 shares; 2025Q3: 51,283 shares 51,283 $1.2M 0.01% +1,648 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: not reported; 2024Q4: 4,369 shares; 2025Q1: 6,037 shares; 2025Q2: 8,771 shares; 2025Q3: 8,346 shares 8,346 $1.19M 0.01% -425 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,960 shares; 2024Q4: 10,747 shares; 2025Q1: 13,646 shares; 2025Q2: 13,906 shares; 2025Q3: 14,290 shares 14,290 $1.19M 0.01% +384 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,726 shares; 2025Q1: 4,529 shares; 2025Q2: 11,781 shares; 2025Q3: 11,997 shares 11,997 $1.19M 0.01% +216 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: 1,961 shares; 2024Q4: 7,833 shares; 2025Q1: 10,029 shares; 2025Q2: 10,069 shares; 2025Q3: 12,768 shares 12,768 $1.19M 0.01% +2,699 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: not reported; 2024Q4: 1,732 shares; 2025Q1: 4,661 shares; 2025Q2: 3,816 shares; 2025Q3: 5,457 shares 5,457 $1.19M 0.01% +1,641 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: not reported; 2024Q4: 1,631 shares; 2025Q1: 4,244 shares; 2025Q2: 4,643 shares; 2025Q3: 5,289 shares 5,289 $1.19M 0.01% +646 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,999 shares; 2024Q4: 9,188 shares; 2025Q1: 8,269 shares; 2025Q2: 8,450 shares; 2025Q3: 25,656 shares 25,656 $1.19M 0.01% +17,206 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: not reported; 2024Q4: not reported; 2025Q1: 7,068 shares; 2025Q2: 14,646 shares; 2025Q3: 13,942 shares 13,942 $1.18M 0.01% -704 Timeline URA 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: 40,731 shares; 2024Q4: 49,084 shares; 2025Q1: 48,390 shares; 2025Q2: 45,846 shares; 2025Q3: 24,815 shares 24,815 $1.18M 0.01% -21,031 Timeline PNQI 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: 23,097 shares; 2024Q4: 22,835 shares; 2025Q1: 22,835 shares; 2025Q2: 22,559 shares; 2025Q3: 21,119 shares 21,119 $1.18M 0.01% -1,440 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: not reported; 2024Q4: 2,931 shares; 2025Q1: 8,997 shares; 2025Q2: 6,991 shares; 2025Q3: 8,367 shares 8,367 $1.17M 0.01% +1,376 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: not reported; 2024Q4: 5,438 shares; 2025Q1: 19,935 shares; 2025Q2: 27,983 shares; 2025Q3: 25,998 shares 25,998 $1.17M 0.01% -1,985 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,369 shares; 2025Q1: 11,023 shares; 2025Q2: 10,760 shares; 2025Q3: 32,169 shares 32,169 $1.17M 0.01% +21,409 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: not reported; 2024Q4: 4,024 shares; 2025Q1: 5,846 shares; 2025Q2: 9,864 shares; 2025Q3: 10,074 shares 10,074 $1.17M 0.01% +210 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 808 shares; 2025Q1: 1,100 shares; 2025Q2: 1,530 shares; 2025Q3: 1,854 shares 1,854 $1.17M 0.01% +324 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 39,382 shares; 2025Q2: 54,268 shares; 2025Q3: 54,101 shares 54,101 $1.17M 0.01% -167 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,392 shares; 2025Q3: 31,742 shares 31,742 $1.16M 0.01% -650 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: 6,658 shares; 2024Q4: 9,930 shares; 2025Q1: 10,665 shares; 2025Q2: 9,318 shares; 2025Q3: 9,309 shares 9,309 $1.16M 0.01% -9 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,772 shares; 2024Q4: 28,031 shares; 2025Q1: 26,847 shares; 2025Q2: 45,912 shares; 2025Q3: 43,174 shares 43,174 $1.16M 0.01% -2,738 Timeline FTGS 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: 91,297 shares; 2025Q1: 111,545 shares; 2025Q2: 51,548 shares; 2025Q3: 32,327 shares 32,327 $1.16M 0.01% -19,221 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: 5,989 shares; 2024Q4: 9,432 shares; 2025Q1: 23,093 shares; 2025Q2: 15,304 shares; 2025Q3: 13,774 shares 13,774 $1.16M 0.01% -1,530 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: 2,650 shares; 2024Q4: 7,393 shares; 2025Q1: 8,145 shares; 2025Q2: 9,109 shares; 2025Q3: 10,381 shares 10,381 $1.15M 0.01% +1,272 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,237 shares; 2025Q3: 18,787 shares 18,787 $1.15M 0.01% +4,550 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,016 shares; 2025Q1: 19,705 shares; 2025Q2: 14,459 shares; 2025Q3: 16,716 shares 16,716 $1.15M 0.01% +2,257 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,983 shares; 2025Q1: 9,679 shares; 2025Q2: 7,592 shares; 2025Q3: 7,177 shares 7,177 $1.15M 0.01% -415 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,023 shares; 2025Q1: 2,248 shares; 2025Q2: 3,740 shares; 2025Q3: 3,717 shares 3,717 $1.14M 0.01% -23 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,633 shares; 2025Q1: 3,171 shares; 2025Q2: 5,087 shares; 2025Q3: 5,249 shares 5,249 $1.14M 0.01% +162 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX 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: 22,935 shares; 2025Q2: 23,298 shares; 2025Q3: 24,693 shares 24,693 $1.14M 0.01% +1,395 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,649 shares; 2024Q4: 12,458 shares; 2025Q1: 13,104 shares; 2025Q2: 8,827 shares; 2025Q3: 8,172 shares 8,172 $1.14M 0.01% -655 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: not reported; 2024Q4: not reported; 2025Q1: 433 shares; 2025Q2: 819 shares; 2025Q3: 920 shares 920 $1.13M 0.01% +101 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,049 shares; 2025Q1: 3,718 shares; 2025Q2: 4,884 shares; 2025Q3: 5,305 shares 5,305 $1.13M 0.01% +421 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: not reported; 2024Q4: not reported; 2025Q1: 8,995 shares; 2025Q2: 36,087 shares; 2025Q3: 36,568 shares 36,568 $1.12M 0.01% +481 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 2,315 shares; 2025Q1: 3,137 shares; 2025Q2: 7,502 shares; 2025Q3: 7,837 shares 7,837 $1.12M 0.01% +335 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: 1,756 shares; 2024Q4: 2,452 shares; 2025Q1: 3,561 shares; 2025Q2: 4,083 shares; 2025Q3: 5,884 shares 5,884 $1.12M 0.01% +1,801 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,164 shares; 2024Q4: 18,516 shares; 2025Q1: 18,332 shares; 2025Q2: 18,264 shares; 2025Q3: 15,548 shares 15,548 $1.12M 0.01% -2,716 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: 19,240 shares; 2025Q1: 18,977 shares; 2025Q2: 60,610 shares; 2025Q3: 20,195 shares 20,195 $1.12M 0.01% -40,415 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: not reported; 2024Q4: not reported; 2025Q1: 22,158 shares; 2025Q2: 27,438 shares; 2025Q3: 41,131 shares 41,131 $1.12M 0.01% +13,693 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,701 shares; 2024Q4: 116,127 shares; 2025Q1: 43,275 shares; 2025Q2: 36,694 shares; 2025Q3: 30,812 shares 30,812 $1.12M 0.01% -5,882 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: 9,086 shares; 2024Q4: 6,543 shares; 2025Q1: 6,165 shares; 2025Q2: 12,850 shares; 2025Q3: 14,659 shares 14,659 $1.11M 0.01% +1,809 Timeline HMOP 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: 85,437 shares; 2024Q4: 87,749 shares; 2025Q1: 91,724 shares; 2025Q2: 81,514 shares; 2025Q3: 28,572 shares 28,572 $1.11M 0.01% -52,942 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 5,513 shares; 2025Q3: 5,683 shares 5,683 $1.11M 0.01% +170 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: not reported; 2024Q4: not reported; 2025Q1: 17,529 shares; 2025Q2: 12,572 shares; 2025Q3: 20,480 shares 20,480 $1.11M 0.01% +7,908 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,234 shares; 2025Q2: 33,072 shares; 2025Q3: 33,056 shares 33,056 $1.11M 0.01% -16 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: not reported; 2024Q4: 4,729 shares; 2025Q1: 8,179 shares; 2025Q2: 7,860 shares; 2025Q3: 8,735 shares 8,735 $1.11M 0.01% +875 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,259 shares; 2025Q1: 21,220 shares; 2025Q2: 9,282 shares; 2025Q3: 22,680 shares 22,680 $1.1M 0.01% +13,398 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: not reported; 2024Q4: 7,008 shares; 2025Q1: 12,968 shares; 2025Q2: 15,277 shares; 2025Q3: 31,875 shares 31,875 $1.1M 0.01% +16,598 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: not reported; 2024Q4: 2,240 shares; 2025Q1: 2,666 shares; 2025Q2: 5,426 shares; 2025Q3: 4,571 shares 4,571 $1.1M 0.01% -855 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: not reported; 2024Q4: 4,496 shares; 2025Q1: 12,070 shares; 2025Q2: 12,354 shares; 2025Q3: 14,062 shares 14,062 $1.09M 0.01% +1,708 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,605 shares; 2025Q2: 8,723 shares; 2025Q3: 11,329 shares 11,329 $1.09M 0.01% +2,606 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,879 shares; 2025Q3: 45,790 shares 45,790 $1.09M 0.01% -4,089 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 4,980 shares; 2025Q2: 13,663 shares; 2025Q3: 14,384 shares 14,384 $1.09M 0.01% +721 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: not reported; 2024Q4: not reported; 2025Q1: 40,187 shares; 2025Q2: 33,995 shares; 2025Q3: 33,943 shares 33,943 $1.09M 0.01% -52 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,287 shares; 2025Q1: 530 shares; 2025Q2: 686 shares; 2025Q3: 1,142 shares 1,142 $1.09M 0.01% +456 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: not reported; 2024Q4: 4,095 shares; 2025Q1: 11,107 shares; 2025Q2: 11,516 shares; 2025Q3: 12,075 shares 12,075 $1.09M 0.01% +559 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,793 shares; 2025Q3: 49,048 shares 49,048 $1.09M 0.01% +17,255 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: not reported; 2024Q4: 48,725 shares; 2025Q1: 49,092 shares; 2025Q2: 19,839 shares; 2025Q3: 9,039 shares 9,039 $1.08M 0.01% -10,800 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: 3,441 shares; 2024Q4: 5,363 shares; 2025Q1: 9,212 shares; 2025Q2: 13,217 shares; 2025Q3: 15,984 shares 15,984 $1.08M 0.01% +2,767 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,620 shares; 2025Q1: not reported; 2025Q2: 2,686 shares; 2025Q3: 10,691 shares 10,691 $1.08M 0.01% +8,005 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: 11,342 shares; 2024Q4: 11,305 shares; 2025Q1: 11,325 shares; 2025Q2: 11,153 shares; 2025Q3: 10,697 shares 10,697 $1.08M 0.01% -456 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 6,671 shares; 2025Q2: 7,503 shares; 2025Q3: 14,833 shares 14,833 $1.07M 0.01% +7,330 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 5,084 shares; 2025Q1: 8,257 shares; 2025Q2: 9,082 shares; 2025Q3: 9,651 shares 9,651 $1.07M 0.01% +569 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 7,965 shares; 2025Q1: 7,765 shares; 2025Q2: 9,630 shares; 2025Q3: 9,319 shares 9,319 $1.07M 0.01% -311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 11,415 shares 11,415 $1.07M 0.01% +9,600 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,215 shares; 2025Q1: 22,321 shares; 2025Q2: 23,504 shares; 2025Q3: 18,627 shares 18,627 $1.07M 0.01% -4,877 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,336 shares; 2024Q4: 9,125 shares; 2025Q1: 8,502 shares; 2025Q2: 8,519 shares; 2025Q3: 8,481 shares 8,481 $1.07M 0.01% -38 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: not reported; 2024Q4: not reported; 2025Q1: 11,494 shares; 2025Q2: 20,401 shares; 2025Q3: 20,108 shares 20,108 $1.07M 0.01% -293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,010 shares; 2025Q3: 46,285 shares 46,285 $1.06M 0.01% +2,275 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 16,440 shares; 2025Q1: 20,595 shares; 2025Q2: 21,924 shares; 2025Q3: 23,826 shares 23,826 $1.06M 0.01% +1,902 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: not reported; 2024Q4: 7,552 shares; 2025Q1: 11,975 shares; 2025Q2: 16,105 shares; 2025Q3: 17,763 shares 17,763 $1.06M 0.01% +1,658 ESUM STRATEGY SHS More: the full row for STRATEGY SHS 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: 38,891 shares 38,891 $1.06M 0.01% new 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: 26,844 shares; 2025Q3: 32,074 shares 32,074 $1.05M 0.01% +5,230 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: not reported; 2024Q4: not reported; 2025Q1: 2,531 shares; 2025Q2: 6,573 shares; 2025Q3: 5,508 shares 5,508 $1.05M 0.01% -1,065 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: 12,308 shares; 2024Q4: 9,310 shares; 2025Q1: 9,073 shares; 2025Q2: 8,513 shares; 2025Q3: 17,429 shares 17,429 $1.05M 0.01% +8,916 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,882 shares; 2025Q2: 3,050 shares; 2025Q3: 4,265 shares 4,265 $1.05M 0.01% +1,215 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 868 shares; 2025Q1: 1,629 shares; 2025Q2: 462 shares; 2025Q3: 1,859 shares 1,859 $1.05M 0.01% +1,397 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV 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: 4,652 shares; 2025Q2: 8,231 shares; 2025Q3: 8,629 shares 8,629 $1.04M 0.01% +398 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: not reported; 2024Q4: 5,932 shares; 2025Q1: 10,065 shares; 2025Q2: 13,495 shares; 2025Q3: 14,690 shares 14,690 $1.04M 0.01% +1,195 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,184 shares; 2025Q1: 6,915 shares; 2025Q2: 18,302 shares; 2025Q3: 18,107 shares 18,107 $1.04M 0.01% -195 Timeline IJK 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: 4,351 shares; 2024Q4: 10,797 shares; 2025Q1: 10,895 shares; 2025Q2: 11,402 shares; 2025Q3: 10,750 shares 10,750 $1.03M 0.01% -652 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: not reported; 2024Q4: 1,740 shares; 2025Q1: 1,895 shares; 2025Q2: 5,264 shares; 2025Q3: 4,628 shares 4,628 $1.03M 0.01% -636 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: not reported; 2024Q4: 865 shares; 2025Q1: 2,467 shares; 2025Q2: 1,278 shares; 2025Q3: 2,194 shares 2,194 $1.03M 0.01% +916 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,492 shares; 2024Q4: 36,138 shares; 2025Q1: 48,130 shares; 2025Q2: 54,328 shares; 2025Q3: 46,027 shares 46,027 $1.03M 0.01% -8,301 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,317 shares; 2025Q1: 3,170 shares; 2025Q2: 4,005 shares; 2025Q3: 4,459 shares 4,459 $1.02M 0.01% +454 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,421 shares; 2025Q3: 14,550 shares 14,550 $1.02M 0.01% +2,129 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: 2,833 shares; 2024Q4: 3,731 shares; 2025Q1: 3,716 shares; 2025Q2: 10,541 shares; 2025Q3: 9,904 shares 9,904 $1.02M 0.01% -637 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 4,040 shares; 2025Q1: 13,045 shares; 2025Q2: 9,517 shares; 2025Q3: 7,877 shares 7,877 $1.02M 0.01% -1,640 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,718 shares; 2025Q1: 11,875 shares; 2025Q2: 16,100 shares; 2025Q3: 22,877 shares 22,877 $1.02M 0.01% +6,777 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: not reported; 2024Q4: 23,621 shares; 2025Q1: 76,665 shares; 2025Q2: 41,155 shares; 2025Q3: 41,415 shares 41,415 $1.02M 0.01% +260 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: 2,911 shares; 2024Q4: 3,323 shares; 2025Q1: 3,555 shares; 2025Q2: 3,426 shares; 2025Q3: 3,430 shares 3,430 $1.02M 0.01% +4 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: not reported; 2024Q4: 529 shares; 2025Q1: 677 shares; 2025Q2: 825 shares; 2025Q3: 1,937 shares 1,937 $1.01M 0.01% +1,112 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: not reported; 2024Q4: 3,217 shares; 2025Q1: 3,150 shares; 2025Q2: 5,231 shares; 2025Q3: 5,846 shares 5,846 $1.01M 0.01% +615 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: not reported; 2024Q4: 8,232 shares; 2025Q1: 26,480 shares; 2025Q2: 7,174 shares; 2025Q3: 25,010 shares 25,010 $1.01M 0.01% +17,836 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: 17,780 shares; 2024Q4: 16,956 shares; 2025Q1: 14,915 shares; 2025Q2: 14,713 shares; 2025Q3: 6,918 shares 6,918 $999K 0.01% -7,795 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,160 shares 43,160 $998K 0.01% new Timeline PZA 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: 44,631 shares; 2024Q4: 43,546 shares; 2025Q1: 42,782 shares; 2025Q2: 43,597 shares; 2025Q3: 43,125 shares 43,125 $996K 0.01% -472 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: not reported; 2024Q4: 5,092 shares; 2025Q1: 13,378 shares; 2025Q2: 5,590 shares; 2025Q3: 16,461 shares 16,461 $996K 0.01% +10,871 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,135 shares; 2024Q4: 11,109 shares; 2025Q1: 14,635 shares; 2025Q2: 18,780 shares; 2025Q3: 16,673 shares 16,673 $994K 0.01% -2,107 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 5,791 shares; 2025Q1: 13,897 shares; 2025Q2: 14,316 shares; 2025Q3: 14,354 shares 14,354 $992K 0.01% +38 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,766 shares; 2024Q4: 43,814 shares; 2025Q1: 19,523 shares; 2025Q2: 14,047 shares; 2025Q3: 11,091 shares 11,091 $991K 0.01% -2,956 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: 3,173 shares; 2024Q4: 5,810 shares; 2025Q1: 5,213 shares; 2025Q2: 9,231 shares; 2025Q3: 9,377 shares 9,377 $986K 0.01% +146 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,022 shares; 2024Q4: 36,186 shares; 2025Q1: 11,988 shares; 2025Q2: 11,810 shares; 2025Q3: 10,681 shares 10,681 $978K 0.01% -1,129 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: 15,736 shares; 2024Q4: 12,857 shares; 2025Q1: 11,981 shares; 2025Q2: 10,815 shares; 2025Q3: 10,448 shares 10,448 $974K 0.01% -367 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,348 shares; 2025Q2: 32,751 shares; 2025Q3: 34,286 shares 34,286 $973K 0.01% +1,535 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,896 shares; 2025Q1: 16,381 shares; 2025Q2: 24,847 shares; 2025Q3: 52,923 shares 52,923 $969K 0.01% +28,076 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: not reported; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 2,500 shares; 2025Q3: 9,212 shares 9,212 $962K 0.01% +6,712 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 4,234 shares; 2025Q1: 2,818 shares; 2025Q2: 7,136 shares; 2025Q3: 6,761 shares 6,761 $961K 0.01% -375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,502 shares; 2025Q3: 12,173 shares 12,173 $960K 0.01% +5,671 Timeline PRF 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: 19,429 shares; 2024Q4: 17,990 shares; 2025Q1: 15,990 shares; 2025Q2: 21,117 shares; 2025Q3: 21,184 shares 21,184 $958K 0.01% +67 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: not reported; 2024Q4: 1,524 shares; 2025Q1: 1,767 shares; 2025Q2: 1,968 shares; 2025Q3: 2,309 shares 2,309 $957K 0.01% +341 Timeline MPLX MPLX LP More: the full row for MPLX LP 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: 18,822 shares; 2025Q3: 19,127 shares 19,127 $955K 0.01% +305 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,901 shares; 2025Q3: 10,284 shares 10,284 $950K 0.01% +4,383 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,558 shares 38,558 $950K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 2,752 shares; 2025Q1: 2,533 shares; 2025Q2: 2,825 shares; 2025Q3: 2,715 shares 2,715 $949K 0.01% -110 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,658 shares; 2025Q1: 4,562 shares; 2025Q2: 4,011 shares; 2025Q3: 4,311 shares 4,311 $946K 0.01% +300 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: not reported; 2024Q4: not reported; 2025Q1: 8,023 shares; 2025Q2: 6,188 shares; 2025Q3: 9,458 shares 9,458 $945K 0.01% +3,270 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: 8,528 shares; 2024Q4: 8,820 shares; 2025Q1: 10,232 shares; 2025Q2: 9,794 shares; 2025Q3: 12,572 shares 12,572 $944K 0.01% +2,778 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: 13,395 shares; 2024Q4: 13,482 shares; 2025Q1: 19,954 shares; 2025Q2: 13,785 shares; 2025Q3: 10,618 shares 10,618 $941K 0.01% -3,167 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: not reported; 2024Q4: not reported; 2025Q1: 21,617 shares; 2025Q2: 33,343 shares; 2025Q3: 35,994 shares 35,994 $939K 0.01% +2,651 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: not reported; 2024Q4: 591 shares; 2025Q1: 1,083 shares; 2025Q2: 1,491 shares; 2025Q3: 1,726 shares 1,726 $937K 0.01% +235 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,739 shares; 2025Q1: 16,171 shares; 2025Q2: 10,141 shares; 2025Q3: 7,838 shares 7,838 $937K 0.01% -2,303 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: not reported; 2024Q4: 6,618 shares; 2025Q1: 11,757 shares; 2025Q2: 19,382 shares; 2025Q3: 19,520 shares 19,520 $932K 0.01% +138 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,587 shares; 2024Q4: 19,768 shares; 2025Q1: 19,782 shares; 2025Q2: 19,796 shares; 2025Q3: 19,518 shares 19,518 $931K 0.01% -278 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,137 shares; 2025Q1: 8,411 shares; 2025Q2: 11,530 shares; 2025Q3: 11,224 shares 11,224 $931K 0.01% -306 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,842 shares; 2025Q1: 3,551 shares; 2025Q2: 5,708 shares; 2025Q3: 5,275 shares 5,275 $927K 0.01% -433 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: 1,188 shares; 2024Q4: 3,124 shares; 2025Q1: 9,089 shares; 2025Q2: 12,625 shares; 2025Q3: 6,567 shares 6,567 $926K 0.01% -6,058 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 11,714 shares; 2025Q1: 13,845 shares; 2025Q2: 15,121 shares; 2025Q3: 14,312 shares 14,312 $925K 0.01% -809 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,309 shares; 2025Q1: 17,590 shares; 2025Q2: 33,132 shares; 2025Q3: 57,619 shares 57,619 $922K 0.01% +24,487 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: 31,201 shares; 2024Q4: 28,456 shares; 2025Q1: 34,287 shares; 2025Q2: 36,186 shares; 2025Q3: 31,055 shares 31,055 $920K 0.01% -5,131 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,674 shares; 2025Q1: not reported; 2025Q2: 12,777 shares; 2025Q3: 17,071 shares 17,071 $918K 0.01% +4,294 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,872 shares; 2025Q2: 7,608 shares; 2025Q3: 7,480 shares 7,480 $916K 0.01% -128 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: 3,814 shares; 2024Q4: 4,952 shares; 2025Q1: 6,268 shares; 2025Q2: 9,571 shares; 2025Q3: 11,128 shares 11,128 $913K 0.01% +1,557 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE 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: 9,309 shares; 2025Q3: 14,268 shares 14,268 $908K 0.01% +4,959 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,186 shares; 2025Q1: 24,487 shares; 2025Q2: 31,211 shares; 2025Q3: 34,353 shares 34,353 $906K 0.01% +3,142 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,937 shares; 2025Q2: 33,611 shares; 2025Q3: 35,913 shares 35,913 $905K 0.01% +2,302 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,100 shares; 2025Q3: 35,300 shares 35,300 $903K 0.01% -1,800 Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,219 shares; 2025Q2: 17,219 shares; 2025Q3: 17,219 shares 17,219 $900K 0.01% 0 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: 4,064 shares; 2024Q4: 8,089 shares; 2025Q1: 10,370 shares; 2025Q2: 8,353 shares; 2025Q3: 9,150 shares 9,150 $900K 0.01% +797 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,806 shares; 2025Q3: 3,682 shares 3,682 $899K 0.01% +1,876 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER 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: 22,344 shares 22,344 $899K 0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,523 shares; 2025Q1: 12,188 shares; 2025Q2: 11,125 shares; 2025Q3: 10,991 shares 10,991 $897K 0.01% -134 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,459 shares; 2025Q1: not reported; 2025Q2: 17,008 shares; 2025Q3: 19,734 shares 19,734 $894K 0.01% +2,726 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: not reported; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: 964 shares; 2025Q3: 971 shares 971 $894K 0.01% +7 Timeline JMBS 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: 261,091 shares; 2024Q4: 257,992 shares; 2025Q1: 68,563 shares; 2025Q2: 36,261 shares; 2025Q3: 19,375 shares 19,375 $885K 0.01% -16,886 Timeline KDEC 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: not reported; 2025Q1: not reported; 2025Q2: 34,772 shares; 2025Q3: 34,588 shares 34,588 $881K 0.01% -184 Timeline ASH ASHLAND INC More: the full row for ASHLAND 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: 5,692 shares; 2025Q2: 20,733 shares; 2025Q3: 18,384 shares 18,384 $881K 0.01% -2,349 Timeline SCHE 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: not reported; 2024Q4: not reported; 2025Q1: 23,209 shares; 2025Q2: 23,149 shares; 2025Q3: 26,268 shares 26,268 $877K 0.01% +3,119 Timeline IYK 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: 13,454 shares; 2024Q4: 13,308 shares; 2025Q1: 13,162 shares; 2025Q2: 13,169 shares; 2025Q3: 12,794 shares 12,794 $875K 0.01% -375 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,620 shares; 2025Q1: 9,055 shares; 2025Q2: 12,437 shares; 2025Q3: 26,302 shares 26,302 $875K 0.01% +13,865 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: 5,276 shares; 2024Q4: 5,048 shares; 2025Q1: 4,745 shares; 2025Q2: 5,932 shares; 2025Q3: 6,123 shares 6,123 $873K 0.01% +191 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,139 shares; 2025Q1: 7,656 shares; 2025Q2: 4,461 shares; 2025Q3: 4,463 shares 4,463 $872K 0.01% +2 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: 5,264 shares; 2024Q4: 5,630 shares; 2025Q1: 5,012 shares; 2025Q2: 5,622 shares; 2025Q3: 6,408 shares 6,408 $861K 0.01% +786 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 714 shares; 2025Q1: 926 shares; 2025Q2: 1,466 shares; 2025Q3: 1,717 shares 1,717 $856K 0.01% +251 Timeline TIPX 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: 16,388 shares; 2024Q4: 17,989 shares; 2025Q1: 25,110 shares; 2025Q2: 40,878 shares; 2025Q3: 44,282 shares 44,282 $854K 0.01% +3,404 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: not reported; 2024Q4: not reported; 2025Q1: 5,527 shares; 2025Q2: 10,164 shares; 2025Q3: 19,668 shares 19,668 $854K 0.01% +9,504 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 7,385 shares; 2025Q1: 9,513 shares; 2025Q2: 18,757 shares; 2025Q3: 17,150 shares 17,150 $854K 0.01% -1,607 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,343 shares; 2025Q2: 3,161 shares; 2025Q3: 3,357 shares 3,357 $853K 0.01% +196 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,971 shares; 2025Q1: 7,661 shares; 2025Q2: 7,650 shares; 2025Q3: 10,427 shares 10,427 $850K 0.01% +2,777 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 21,059 shares; 2025Q3: 30,006 shares 30,006 $849K 0.01% +8,947 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: not reported; 2024Q4: not reported; 2025Q1: 2,115 shares; 2025Q2: 4,656 shares; 2025Q3: 4,725 shares 4,725 $845K 0.01% +69 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,985 shares; 2025Q3: 19,801 shares 19,801 $843K 0.01% +9,816 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,367 shares; 2025Q1: 4,270 shares; 2025Q2: 4,824 shares; 2025Q3: 6,050 shares 6,050 $842K 0.01% +1,226 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,101 shares; 2025Q1: 58,610 shares; 2025Q2: 25,647 shares; 2025Q3: 14,755 shares 14,755 $840K 0.01% -10,892 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: not reported; 2024Q4: 3,619 shares; 2025Q1: 7,487 shares; 2025Q2: 8,634 shares; 2025Q3: 8,676 shares 8,676 $837K 0.01% +42 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER 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: 3,792 shares; 2025Q2: 6,916 shares; 2025Q3: 4,351 shares 4,351 $836K 0.01% -2,565 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: not reported; 2024Q4: not reported; 2025Q1: 10,567 shares; 2025Q2: 16,427 shares; 2025Q3: 19,216 shares 19,216 $834K 0.01% +2,789 Timeline DLN 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: 8,262 shares; 2024Q4: 7,548 shares; 2025Q1: 11,675 shares; 2025Q2: 11,770 shares; 2025Q3: 9,587 shares 9,587 $834K 0.01% -2,183 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: 3,627 shares; 2024Q4: not reported; 2025Q1: 6,288 shares; 2025Q2: 7,478 shares; 2025Q3: 12,299 shares 12,299 $831K 0.01% +4,821 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,458 shares; 2025Q2: 4,109 shares; 2025Q3: 3,849 shares 3,849 $826K 0.01% -260 Timeline FIXD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,592 shares 18,592 $826K 0.01% new Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS 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: 15,734 shares; 2025Q2: not reported; 2025Q3: 27,294 shares 27,294 $825K 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,364 shares; 2025Q1: 3,809 shares; 2025Q2: 5,491 shares; 2025Q3: 5,823 shares 5,823 $824K 0.01% +332 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 20,341 shares; 2025Q1: 40,521 shares; 2025Q2: 37,871 shares; 2025Q3: 35,867 shares 35,867 $822K 0.01% -2,004 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,333 shares 14,333 $821K 0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,611 shares; 2025Q1: 5,308 shares; 2025Q2: 6,715 shares; 2025Q3: 7,199 shares 7,199 $814K 0.01% +484 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: not reported; 2024Q4: not reported; 2025Q1: 6,686 shares; 2025Q2: 16,543 shares; 2025Q3: 15,565 shares 15,565 $814K 0.01% -978 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND 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: 57,035 shares; 2025Q2: 87,813 shares; 2025Q3: 85,602 shares 85,602 $810K 0.01% -2,211 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,398 shares; 2025Q1: 4,863 shares; 2025Q2: 4,348 shares; 2025Q3: 5,731 shares 5,731 $809K 0.01% +1,383 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P 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: 37,294 shares; 2025Q2: 62,739 shares; 2025Q3: 61,998 shares 61,998 $807K 0.01% -741 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,949 shares; 2025Q2: 1,556 shares; 2025Q3: 2,376 shares 2,376 $802K 0.01% +820 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,822 shares; 2025Q3: 3,399 shares 3,399 $802K 0.01% +577 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 4,609 shares; 2025Q1: 9,452 shares; 2025Q2: 9,700 shares; 2025Q3: 11,887 shares 11,887 $801K 0.01% +2,187 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,215 shares; 2024Q4: 6,268 shares; 2025Q1: 5,003 shares; 2025Q2: 4,641 shares; 2025Q3: 4,185 shares 4,185 $799K 0.01% -456 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: 31,022 shares; 2024Q4: 47,227 shares; 2025Q1: 43,782 shares; 2025Q2: 42,691 shares; 2025Q3: 31,727 shares 31,727 $797K 0.01% -10,964 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,395 shares; 2025Q2: 56,374 shares; 2025Q3: 70,779 shares 70,779 $796K 0.01% +14,405 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,100 shares; 2024Q4: 176,227 shares; 2025Q1: 78,050 shares; 2025Q2: 55,648 shares; 2025Q3: 40,893 shares 40,893 $795K 0.01% -14,755 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,632 shares; 2025Q1: 3,244 shares; 2025Q2: 4,027 shares; 2025Q3: 4,195 shares 4,195 $794K 0.01% +168 Timeline NOCT 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: not reported; 2025Q1: not reported; 2025Q2: 14,123 shares; 2025Q3: 13,962 shares 13,962 $793K 0.01% -161 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: not reported; 2024Q4: 844 shares; 2025Q1: 1,591 shares; 2025Q2: 2,044 shares; 2025Q3: 1,834 shares 1,834 $792K 0.01% -210 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: not reported; 2024Q4: 4,268 shares; 2025Q1: 5,063 shares; 2025Q2: 7,484 shares; 2025Q3: 7,642 shares 7,642 $790K 0.01% +158 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,887 shares; 2024Q4: 66,992 shares; 2025Q1: 60,977 shares; 2025Q2: 44,629 shares; 2025Q3: 45,952 shares 45,952 $789K 0.01% +1,323 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: not reported; 2024Q4: 3,986 shares; 2025Q1: 8,104 shares; 2025Q2: 10,149 shares; 2025Q3: 10,561 shares 10,561 $787K 0.01% +412 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: not reported; 2025Q1: not reported; 2025Q2: 9,741 shares; 2025Q3: 9,100 shares 9,100 $785K 0.01% -641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 6,083 shares 6,083 $784K 0.01% +2,964 Timeline GAUG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,148 shares 20,148 $778K 0.01% new 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: 1,884 shares; 2024Q4: 2,000 shares; 2025Q1: 5,024 shares; 2025Q2: 8,056 shares; 2025Q3: 8,110 shares 8,110 $774K 0.01% +54 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,253 shares; 2025Q1: 18,211 shares; 2025Q2: 21,558 shares; 2025Q3: 21,924 shares 21,924 $774K 0.01% +366 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: 1,938 shares; 2024Q4: 2,274 shares; 2025Q1: 6,297 shares; 2025Q2: 5,543 shares; 2025Q3: 6,237 shares 6,237 $769K 0.01% +694 Timeline ICLN 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: 70,262 shares; 2024Q4: 73,741 shares; 2025Q1: 58,418 shares; 2025Q2: 55,601 shares; 2025Q3: 49,590 shares 49,590 $768K 0.01% -6,011 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,288 shares; 2025Q1: 10,226 shares; 2025Q2: 10,650 shares; 2025Q3: 10,660 shares 10,660 $767K 0.01% +10 Timeline IJT 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: 3,914 shares; 2024Q4: 3,417 shares; 2025Q1: 3,625 shares; 2025Q2: 5,412 shares; 2025Q3: 5,418 shares 5,418 $767K 0.01% +6 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: 13,246 shares; 2024Q4: 24,153 shares; 2025Q1: 37,102 shares; 2025Q2: 61,099 shares; 2025Q3: 73,068 shares 73,068 $766K 0.01% +11,969 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: 5,119 shares; 2024Q4: 7,984 shares; 2025Q1: 12,254 shares; 2025Q2: 11,609 shares; 2025Q3: 16,189 shares 16,189 $765K 0.01% +4,580 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 7,011 shares; 2025Q2: 13,258 shares; 2025Q3: 18,772 shares 18,772 $764K 0.01% +5,514 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 4,256 shares; 2025Q1: 4,259 shares; 2025Q2: 4,355 shares; 2025Q3: 4,578 shares 4,578 $764K 0.01% +223 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,281 shares; 2025Q2: 10,614 shares; 2025Q3: 19,957 shares 19,957 $759K 0.01% +9,343 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,039 shares; 2025Q1: 20,254 shares; 2025Q2: 36,541 shares; 2025Q3: 32,588 shares 32,588 $758K 0.01% -3,953 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: 3,789 shares; 2024Q4: 4,520 shares; 2025Q1: 4,533 shares; 2025Q2: 6,236 shares; 2025Q3: 5,995 shares 5,995 $756K 0.01% -241 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,114 shares; 2025Q2: 7,457 shares; 2025Q3: 7,097 shares 7,097 $756K 0.01% -360 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,458 shares; 2025Q1: 11,421 shares; 2025Q2: 10,475 shares; 2025Q3: 25,135 shares 25,135 $755K 0.01% +14,660 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,260 shares; 2025Q1: 18,563 shares; 2025Q2: 35,025 shares; 2025Q3: 29,554 shares 29,554 $754K 0.01% -5,471 Timeline GWX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,672 shares; 2025Q3: 18,736 shares 18,736 $753K 0.01% +64 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: not reported; 2024Q4: 1,993 shares; 2025Q1: 2,585 shares; 2025Q2: 2,735 shares; 2025Q3: 7,996 shares 7,996 $750K 0.01% +5,261 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 10,988 shares; 2025Q3: 11,817 shares 11,817 $747K 0.01% +829 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,761 shares; 2024Q4: 158,213 shares; 2025Q1: 43,622 shares; 2025Q2: 26,014 shares; 2025Q3: 15,695 shares 15,695 $746K 0.01% -10,319 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 761 shares; 2025Q1: 2,035 shares; 2025Q2: 3,682 shares; 2025Q3: 2,946 shares 2,946 $741K 0.01% -736 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: not reported; 2024Q4: 8,540 shares; 2025Q1: 10,332 shares; 2025Q2: 31,235 shares; 2025Q3: 23,271 shares 23,271 $741K 0.01% -7,964 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: not reported; 2024Q4: 4,847 shares; 2025Q1: 7,980 shares; 2025Q2: 12,018 shares; 2025Q3: 12,577 shares 12,577 $739K 0.01% +559 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: not reported; 2024Q4: 839 shares; 2025Q1: 1,207 shares; 2025Q2: 1,525 shares; 2025Q3: 1,514 shares 1,514 $735K 0.01% -11 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,281 shares; 2025Q1: 3,133 shares; 2025Q2: 4,063 shares; 2025Q3: 6,016 shares 6,016 $735K 0.01% +1,953 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: not reported; 2024Q4: 1,413 shares; 2025Q1: 1,501 shares; 2025Q2: 3,011 shares; 2025Q3: 2,903 shares 2,903 $734K 0.01% -108 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: not reported; 2024Q4: 11,094 shares; 2025Q1: 37,481 shares; 2025Q2: 67,052 shares; 2025Q3: 44,900 shares 44,900 $729K 0.01% -22,152 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 5,344 shares; 2025Q1: 8,134 shares; 2025Q2: 10,127 shares; 2025Q3: 12,170 shares 12,170 $727K 0.01% +2,043 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,936 shares; 2025Q1: 12,042 shares; 2025Q2: 5,754 shares; 2025Q3: 6,398 shares 6,398 $726K 0.01% +644 Timeline PDP 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: 8,725 shares; 2024Q4: 12,178 shares; 2025Q1: 9,779 shares; 2025Q2: 9,254 shares; 2025Q3: 6,129 shares 6,129 $724K 0.01% -3,125 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,835 shares; 2024Q4: 11,664 shares; 2025Q1: 11,268 shares; 2025Q2: 10,494 shares; 2025Q3: 9,420 shares 9,420 $719K 0.01% -1,074 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: 3,081 shares 3,081 $715K 0.01% +1,731 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,190 shares; 2025Q1: 8,799 shares; 2025Q2: 14,636 shares; 2025Q3: 13,056 shares 13,056 $714K 0.01% -1,580 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,931 shares; 2025Q1: 13,669 shares; 2025Q2: 24,147 shares; 2025Q3: 23,510 shares 23,510 $711K 0.01% -637 Timeline XHB 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: 22,494 shares; 2024Q4: 22,206 shares; 2025Q1: 20,676 shares; 2025Q2: 19,392 shares; 2025Q3: 6,401 shares 6,401 $709K 0.01% -12,991 Timeline