AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,780 shares; 2024Q4: 111,625 shares; 2025Q1: 101,858 shares; 2025Q2: 102,092 shares 102,092 $10.8M 0.03% +234 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,392 shares; 2024Q4: 155,532 shares; 2025Q1: 206,257 shares; 2025Q2: 201,040 shares 201,040 $10.6M 0.03% -5,217 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,296 shares; 2024Q4: 175,200 shares; 2025Q1: 147,205 shares; 2025Q2: 154,073 shares 154,073 $10.6M 0.03% +6,868 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,011 shares; 2024Q4: 96,605 shares; 2025Q1: 102,904 shares; 2025Q2: 126,813 shares 126,813 $10.6M 0.03% +23,909 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,469 shares; 2024Q4: 262,474 shares; 2025Q1: 392,878 shares; 2025Q2: 408,059 shares 408,059 $10.6M 0.03% +15,181 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,047 shares; 2024Q4: 86,608 shares; 2025Q1: 90,951 shares; 2025Q2: 145,175 shares 145,175 $10.6M 0.03% +54,224 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,070 shares; 2024Q4: 156,334 shares; 2025Q1: 274,802 shares; 2025Q2: 222,439 shares 222,439 $10.6M 0.03% -52,363 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,486 shares; 2024Q4: 55,443 shares; 2025Q1: 77,452 shares; 2025Q2: 85,283 shares 85,283 $10.5M 0.03% +7,831 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,150 shares; 2024Q4: 49,933 shares; 2025Q1: 49,614 shares; 2025Q2: 53,387 shares 53,387 $10.5M 0.03% +3,773 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,817 shares; 2024Q4: 225,767 shares; 2025Q1: 192,416 shares; 2025Q2: 183,646 shares 183,646 $10.5M 0.03% -8,770 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,860 shares; 2024Q4: 115,991 shares; 2025Q1: 130,963 shares; 2025Q2: 102,821 shares 102,821 $10.4M 0.03% -28,142 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,135 shares; 2025Q1: 83,840 shares; 2025Q2: 93,199 shares 93,199 $10.4M 0.03% +9,359 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 15,356 shares; 2025Q1: 61,316 shares; 2025Q2: 48,946 shares 48,946 $10.3M 0.03% -12,370 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,474 shares; 2024Q4: 345,329 shares; 2025Q1: 358,663 shares; 2025Q2: 441,036 shares 441,036 $10.3M 0.03% +82,373 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,673 shares; 2024Q4: 56,330 shares; 2025Q1: 52,025 shares; 2025Q2: 56,034 shares 56,034 $10.3M 0.03% +4,009 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,832 shares; 2024Q4: 139,080 shares; 2025Q1: 137,165 shares; 2025Q2: 137,370 shares 137,370 $10.2M 0.03% +205 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,699 shares; 2024Q4: 191,083 shares; 2025Q1: 204,037 shares; 2025Q2: 206,962 shares 206,962 $10.2M 0.03% +2,925 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,891 shares; 2024Q4: 211,337 shares; 2025Q1: 230,502 shares; 2025Q2: 202,057 shares 202,057 $10.2M 0.03% -28,445 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,443 shares; 2024Q4: 84,394 shares; 2025Q1: 91,367 shares; 2025Q2: 213,684 shares 213,684 $10.1M 0.03% +122,317 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,607 shares; 2025Q1: 240,016 shares; 2025Q2: 333,975 shares 333,975 $10M 0.03% +93,959 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,448 shares; 2024Q4: 48,624 shares; 2025Q1: 45,771 shares; 2025Q2: 41,287 shares 41,287 $10M 0.03% -4,484 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,538 shares; 2024Q4: 68,062 shares; 2025Q1: 71,636 shares; 2025Q2: 73,419 shares 73,419 $10M 0.03% +1,783 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,324 shares; 2024Q4: 93,774 shares; 2025Q1: 101,109 shares; 2025Q2: 105,704 shares 105,704 $10M 0.03% +4,595 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,954 shares; 2024Q4: 267,669 shares; 2025Q1: 248,938 shares; 2025Q2: 243,162 shares 243,162 $9.98M 0.03% -5,776 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,521 shares; 2024Q4: 137,278 shares; 2025Q1: 192,114 shares; 2025Q2: 226,889 shares 226,889 $9.96M 0.03% +34,775 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,456 shares; 2024Q4: 36,996 shares; 2025Q1: 36,460 shares; 2025Q2: 41,727 shares 41,727 $9.94M 0.03% +5,267 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,615 shares; 2024Q4: 32,047 shares; 2025Q1: 57,181 shares; 2025Q2: 56,940 shares 56,940 $9.91M 0.03% -241 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,543 shares; 2024Q4: 333,983 shares; 2025Q1: 346,872 shares; 2025Q2: 402,617 shares 402,617 $9.88M 0.03% +55,745 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,768 shares; 2024Q4: 68,725 shares; 2025Q1: 120,124 shares; 2025Q2: 144,540 shares 144,540 $9.86M 0.03% +24,416 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,389 shares; 2024Q4: 108,177 shares; 2025Q1: 202,057 shares; 2025Q2: 206,741 shares 206,741 $9.81M 0.03% +4,684 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,954 shares; 2024Q4: 12,501 shares; 2025Q1: 11,621 shares; 2025Q2: 12,927 shares 12,927 $9.74M 0.03% +1,306 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,896 shares; 2024Q4: 116,709 shares; 2025Q1: 189,996 shares; 2025Q2: 203,386 shares 203,386 $9.73M 0.03% +13,390 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,563 shares; 2024Q4: 51,151 shares; 2025Q1: 121,014 shares; 2025Q2: 143,028 shares 143,028 $9.73M 0.03% +22,014 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,802 shares; 2024Q4: 121,689 shares; 2025Q1: 93,576 shares; 2025Q2: 90,073 shares 90,073 $9.7M 0.03% -3,503 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,124 shares; 2024Q4: 51,592 shares; 2025Q1: 54,035 shares; 2025Q2: 39,806 shares 39,806 $9.69M 0.03% -14,229 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 3,448 shares; 2025Q1: 3,575 shares; 2025Q2: 3,708 shares 3,708 $9.69M 0.03% +133 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,821 shares; 2024Q4: 149,983 shares; 2025Q1: 120,949 shares; 2025Q2: 137,575 shares 137,575 $9.69M 0.03% +16,626 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,379 shares; 2024Q4: 121,011 shares; 2025Q1: 120,301 shares; 2025Q2: 121,599 shares 121,599 $9.69M 0.03% +1,298 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,008 shares; 2024Q4: 350,072 shares; 2025Q1: 367,416 shares; 2025Q2: 416,390 shares 416,390 $9.67M 0.03% +48,974 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,496 shares; 2024Q4: 305,700 shares; 2025Q1: 983,329 shares; 2025Q2: 992,083 shares 992,083 $9.67M 0.03% +8,754 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,850 shares; 2024Q4: 160,900 shares; 2025Q1: 109,812 shares; 2025Q2: 124,603 shares 124,603 $9.66M 0.03% +14,791 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,518 shares; 2024Q4: 38,445 shares; 2025Q1: 59,381 shares; 2025Q2: 78,572 shares 78,572 $9.63M 0.03% +19,191 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,301 shares; 2024Q4: 101,462 shares; 2025Q1: 150,359 shares; 2025Q2: 164,110 shares 164,110 $9.56M 0.03% +13,751 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,102 shares; 2024Q4: 346,177 shares; 2025Q1: 338,334 shares; 2025Q2: 366,466 shares 366,466 $9.54M 0.03% +28,132 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,356 shares; 2024Q4: 148,515 shares; 2025Q1: 161,431 shares; 2025Q2: 152,324 shares 152,324 $9.5M 0.03% -9,107 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,903 shares; 2024Q4: 33,472 shares; 2025Q1: 36,648 shares; 2025Q2: 37,120 shares 37,120 $9.5M 0.03% +472 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,693 shares; 2024Q4: 393,932 shares; 2025Q1: 387,754 shares; 2025Q2: 385,983 shares 385,983 $9.43M 0.03% -1,771 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,806 shares; 2024Q4: 150,890 shares; 2025Q1: 173,637 shares; 2025Q2: 200,907 shares 200,907 $9.42M 0.03% +27,270 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,798 shares; 2024Q4: 32,047 shares; 2025Q1: 49,388 shares; 2025Q2: 48,314 shares 48,314 $9.36M 0.03% -1,074 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309,949 shares 309,949 $9.36M 0.03% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,922 shares; 2024Q4: 101,668 shares; 2025Q1: 69,391 shares; 2025Q2: 66,689 shares 66,689 $9.34M 0.03% -2,702 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,609 shares; 2024Q4: 219,967 shares; 2025Q1: 232,592 shares; 2025Q2: 314,625 shares 314,625 $9.32M 0.03% +82,033 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,782 shares; 2024Q4: 117,739 shares; 2025Q1: 141,700 shares; 2025Q2: 179,684 shares 179,684 $9.31M 0.03% +37,984 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,267 shares; 2024Q4: 101,639 shares; 2025Q1: 103,618 shares; 2025Q2: 98,609 shares 98,609 $9.27M 0.03% -5,009 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 711,552 shares; 2024Q4: 783,855 shares; 2025Q1: 493,969 shares; 2025Q2: 519,573 shares 519,573 $9.25M 0.03% +25,604 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,260 shares; 2024Q4: 35,950 shares; 2025Q1: 38,953 shares; 2025Q2: 38,211 shares 38,211 $9.17M 0.03% -742 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,247 shares; 2024Q4: 44,293 shares; 2025Q1: 41,210 shares; 2025Q2: 41,002 shares 41,002 $9.06M 0.03% -208 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 243,031 shares; 2024Q4: 253,265 shares; 2025Q1: 356,541 shares; 2025Q2: 362,234 shares 362,234 $9.02M 0.03% +5,693 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,266 shares; 2024Q4: 155,110 shares; 2025Q1: 175,013 shares; 2025Q2: 207,405 shares 207,405 $8.99M 0.03% +32,392 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,575 shares; 2024Q4: 379,835 shares; 2025Q1: 428,593 shares; 2025Q2: 433,196 shares 433,196 $8.99M 0.03% +4,603 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,032 shares; 2024Q4: 67,411 shares; 2025Q1: 71,543 shares; 2025Q2: 73,818 shares 73,818 $8.96M 0.03% +2,275 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,044 shares; 2024Q4: 186,956 shares; 2025Q1: 191,315 shares; 2025Q2: 205,032 shares 205,032 $8.96M 0.03% +13,717 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,104 shares; 2024Q4: 140,575 shares; 2025Q1: 189,722 shares; 2025Q2: 188,268 shares 188,268 $8.95M 0.03% -1,454 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,565 shares; 2024Q4: 21,849 shares; 2025Q1: 24,199 shares; 2025Q2: 33,297 shares 33,297 $8.91M 0.03% +9,098 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 306,538 shares; 2025Q1: 318,593 shares; 2025Q2: 329,187 shares 329,187 $8.87M 0.03% +10,594 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,429 shares; 2024Q4: 98,931 shares; 2025Q1: 104,304 shares; 2025Q2: 130,422 shares 130,422 $8.86M 0.03% +26,118 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,483 shares; 2024Q4: 20,725 shares; 2025Q1: 20,609 shares; 2025Q2: 18,032 shares 18,032 $8.85M 0.03% -2,577 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,261 shares; 2024Q4: 170,618 shares; 2025Q1: 186,093 shares; 2025Q2: 175,662 shares 175,662 $8.83M 0.03% -10,431 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 17,621 shares; 2025Q1: 19,537 shares; 2025Q2: 78,412 shares 78,412 $8.81M 0.03% +58,875 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,982 shares; 2024Q4: 65,344 shares; 2025Q1: 68,367 shares; 2025Q2: 56,335 shares 56,335 $8.79M 0.03% -12,032 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 18,916 shares; 2025Q1: 17,392 shares; 2025Q2: 37,617 shares 37,617 $8.77M 0.03% +20,225 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,685 shares; 2024Q4: 11,553 shares; 2025Q1: 13,211 shares; 2025Q2: 18,632 shares 18,632 $8.72M 0.03% +5,421 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,735 shares; 2024Q4: 48,034 shares; 2025Q1: 50,189 shares; 2025Q2: 39,838 shares 39,838 $8.71M 0.03% -10,351 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,728 shares; 2024Q4: 706,924 shares; 2025Q1: 426,055 shares; 2025Q2: 386,756 shares 386,756 $8.66M 0.02% -39,299 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,575 shares; 2024Q4: 219,007 shares; 2025Q1: 192,203 shares; 2025Q2: 197,255 shares 197,255 $8.65M 0.02% +5,052 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,501 shares; 2024Q4: 397,326 shares; 2025Q1: 421,196 shares; 2025Q2: 81,052 shares 81,052 $8.55M 0.02% -340,144 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,901 shares; 2024Q4: 64,972 shares; 2025Q1: 65,053 shares; 2025Q2: 67,355 shares 67,355 $8.52M 0.02% +2,302 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,166 shares; 2024Q4: 244,758 shares; 2025Q1: 271,273 shares; 2025Q2: 380,247 shares 380,247 $8.52M 0.02% +108,974 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,699 shares; 2024Q4: 8,844 shares; 2025Q1: 12,506 shares; 2025Q2: 15,380 shares 15,380 $8.48M 0.02% +2,874 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,472 shares; 2024Q4: 417,635 shares; 2025Q1: 430,560 shares; 2025Q2: 501,467 shares 501,467 $8.4M 0.02% +70,907 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,660 shares; 2024Q4: 28,629 shares; 2025Q1: 30,471 shares; 2025Q2: 38,341 shares 38,341 $8.4M 0.02% +7,870 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,101 shares; 2025Q1: 97,576 shares; 2025Q2: 161,345 shares 161,345 $8.39M 0.02% +63,769 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 346,480 shares; 2024Q4: 363,986 shares; 2025Q1: 351,511 shares; 2025Q2: 341,574 shares 341,574 $8.35M 0.02% -9,937 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,816 shares; 2024Q4: 13,706 shares; 2025Q1: 15,865 shares; 2025Q2: 21,700 shares 21,700 $8.31M 0.02% +5,835 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,806 shares; 2024Q4: 97,968 shares; 2025Q1: 108,641 shares; 2025Q2: 98,556 shares 98,556 $8.3M 0.02% -10,085 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,032 shares; 2024Q4: 158,861 shares; 2025Q1: 198,529 shares; 2025Q2: 174,283 shares 174,283 $8.29M 0.02% -24,246 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,379 shares; 2024Q4: 81,069 shares; 2025Q1: 151,917 shares; 2025Q2: 138,866 shares 138,866 $8.26M 0.02% -13,051 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236,607 shares; 2025Q2: 239,650 shares 239,650 $8.23M 0.02% +3,043 IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,414 shares; 2024Q4: 70,568 shares; 2025Q1: 64,704 shares; 2025Q2: 62,213 shares 62,213 $8.22M 0.02% -2,491 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,035 shares; 2024Q4: 128,197 shares; 2025Q1: 139,011 shares; 2025Q2: 168,694 shares 168,694 $8.21M 0.02% +29,683 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,357 shares; 2024Q4: 257,829 shares; 2025Q1: 251,703 shares; 2025Q2: 247,932 shares 247,932 $8.16M 0.02% -3,771 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,122 shares; 2024Q4: 143,369 shares; 2025Q1: 194,137 shares; 2025Q2: 136,085 shares 136,085 $8.15M 0.02% -58,052 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,379 shares; 2025Q1: 277,062 shares; 2025Q2: 242,649 shares 242,649 $8.15M 0.02% -34,413 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,572 shares; 2024Q4: 107,358 shares; 2025Q1: 220,731 shares; 2025Q2: 228,990 shares 228,990 $8.13M 0.02% +8,259 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,555 shares; 2024Q4: 82,351 shares; 2025Q1: 80,762 shares; 2025Q2: 78,764 shares 78,764 $8.08M 0.02% -1,998 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,960 shares; 2024Q4: 76,582 shares; 2025Q1: 92,316 shares; 2025Q2: 108,542 shares 108,542 $8.08M 0.02% +16,226 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,028 shares; 2024Q4: 33,491 shares; 2025Q1: 32,262 shares; 2025Q2: 30,313 shares 30,313 $8.07M 0.02% -1,949 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 7,533 shares; 2025Q1: 8,346 shares; 2025Q2: 15,379 shares 15,379 $8.07M 0.02% +7,033 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,226 shares; 2024Q4: 173,704 shares; 2025Q1: 193,054 shares; 2025Q2: 195,824 shares 195,824 $8.05M 0.02% +2,770 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,727 shares; 2024Q4: 44,072 shares; 2025Q1: 34,758 shares; 2025Q2: 62,379 shares 62,379 $8.04M 0.02% +27,621 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,879 shares; 2024Q4: 90,748 shares; 2025Q1: 117,449 shares; 2025Q2: 126,142 shares 126,142 $8.04M 0.02% +8,693 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,710 shares; 2024Q4: 77,787 shares; 2025Q1: 93,084 shares; 2025Q2: 75,789 shares 75,789 $8.01M 0.02% -17,295 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,264 shares; 2024Q4: 81,447 shares; 2025Q1: 203,666 shares; 2025Q2: 207,624 shares 207,624 $8M 0.02% +3,958 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 12,826 shares; 2025Q1: 13,392 shares; 2025Q2: 14,279 shares 14,279 $7.95M 0.02% +887 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,546 shares; 2024Q4: 18,757 shares; 2025Q1: 230,145 shares; 2025Q2: 234,559 shares 234,559 $7.94M 0.02% +4,414 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,144 shares; 2024Q4: 199,097 shares; 2025Q1: 194,011 shares; 2025Q2: 177,133 shares 177,133 $7.91M 0.02% -16,878 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,065 shares; 2024Q4: 93,765 shares; 2025Q1: 105,974 shares; 2025Q2: 117,234 shares 117,234 $7.91M 0.02% +11,260 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,655 shares; 2024Q4: 193,212 shares; 2025Q1: 220,901 shares; 2025Q2: 233,521 shares 233,521 $7.89M 0.02% +12,620 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,727 shares; 2024Q4: 196,067 shares; 2025Q1: 202,671 shares; 2025Q2: 194,921 shares 194,921 $7.86M 0.02% -7,750 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,035 shares; 2024Q4: 214,798 shares; 2025Q1: 187,359 shares; 2025Q2: 185,815 shares 185,815 $7.85M 0.02% -1,544 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,218 shares; 2024Q4: 49,839 shares; 2025Q1: 70,976 shares; 2025Q2: 90,848 shares 90,848 $7.85M 0.02% +19,872 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,877 shares; 2024Q4: 62,940 shares; 2025Q1: 72,967 shares; 2025Q2: 103,839 shares 103,839 $7.84M 0.02% +30,872 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,868 shares; 2024Q4: 76,092 shares; 2025Q1: 78,292 shares; 2025Q2: 80,536 shares 80,536 $7.84M 0.02% +2,244 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,422 shares; 2024Q4: 189,481 shares; 2025Q1: 98,933 shares; 2025Q2: 94,772 shares 94,772 $7.83M 0.02% -4,161 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,933 shares; 2024Q4: 305,990 shares; 2025Q1: 429,870 shares; 2025Q2: 464,307 shares 464,307 $7.79M 0.02% +34,437 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,189 shares; 2024Q4: 16,916 shares; 2025Q1: 20,102 shares; 2025Q2: 20,737 shares 20,737 $7.78M 0.02% +635 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,807 shares; 2024Q4: 196,562 shares; 2025Q1: 197,313 shares; 2025Q2: 198,362 shares 198,362 $7.77M 0.02% +1,049 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,666 shares; 2024Q4: 127,478 shares; 2025Q1: 128,775 shares; 2025Q2: 123,908 shares 123,908 $7.76M 0.02% -4,867 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,554 shares; 2024Q4: 68,559 shares; 2025Q1: 68,938 shares; 2025Q2: 67,937 shares 67,937 $7.71M 0.02% -1,001 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,528 shares; 2024Q4: 93,787 shares; 2025Q1: 129,434 shares; 2025Q2: 133,092 shares 133,092 $7.7M 0.02% +3,658 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 21,003 shares; 2025Q1: 18,529 shares; 2025Q2: 24,965 shares 24,965 $7.7M 0.02% +6,436 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724,556 shares; 2024Q4: 573,469 shares; 2025Q1: 347,936 shares; 2025Q2: 331,540 shares 331,540 $7.68M 0.02% -16,396 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,037 shares; 2024Q4: 185,802 shares; 2025Q1: 238,283 shares; 2025Q2: 262,057 shares 262,057 $7.68M 0.02% +23,774 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,450 shares; 2024Q4: 118,023 shares; 2025Q1: 166,586 shares; 2025Q2: 165,630 shares 165,630 $7.67M 0.02% -956 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,889 shares; 2024Q4: 220,008 shares; 2025Q1: 235,383 shares; 2025Q2: 293,659 shares 293,659 $7.66M 0.02% +58,276 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,122 shares; 2024Q4: 34,926 shares; 2025Q1: 27,982 shares; 2025Q2: 28,418 shares 28,418 $7.65M 0.02% +436 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,812 shares; 2024Q4: 121,643 shares; 2025Q1: 127,525 shares; 2025Q2: 140,112 shares 140,112 $7.61M 0.02% +12,587 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,162 shares; 2024Q4: 46,409 shares; 2025Q1: 42,717 shares; 2025Q2: 40,731 shares 40,731 $7.61M 0.02% -1,986 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,404 shares; 2024Q4: 58,347 shares; 2025Q1: 219,871 shares; 2025Q2: 230,798 shares 230,798 $7.6M 0.02% +10,927 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,389 shares; 2024Q4: 86,197 shares; 2025Q1: 137,824 shares; 2025Q2: 154,071 shares 154,071 $7.58M 0.02% +16,247 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,009 shares; 2024Q4: 76,567 shares; 2025Q1: 84,771 shares; 2025Q2: 94,140 shares 94,140 $7.57M 0.02% +9,369 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 298,926 shares; 2025Q1: 311,090 shares; 2025Q2: 303,256 shares 303,256 $7.56M 0.02% -7,834 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,263 shares; 2024Q4: 267,024 shares; 2025Q1: 269,458 shares; 2025Q2: 282,838 shares 282,838 $7.55M 0.02% +13,380 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,991 shares; 2024Q4: 284,201 shares; 2025Q1: 269,033 shares; 2025Q2: 254,614 shares 254,614 $7.46M 0.02% -14,419 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,753 shares; 2024Q4: 29,524 shares; 2025Q1: 26,376 shares; 2025Q2: 67,988 shares 67,988 $7.42M 0.02% +41,612 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,532 shares; 2024Q4: 39,143 shares; 2025Q1: 28,114 shares; 2025Q2: 46,905 shares 46,905 $7.4M 0.02% +18,791 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,960 shares; 2024Q4: 29,684 shares; 2025Q1: 33,175 shares; 2025Q2: 33,023 shares 33,023 $7.4M 0.02% -152 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,731 shares; 2024Q4: 128,672 shares; 2025Q1: 127,209 shares; 2025Q2: 151,343 shares 151,343 $7.39M 0.02% +24,134 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,088 shares; 2024Q4: 29,722 shares; 2025Q1: 28,944 shares; 2025Q2: 28,822 shares 28,822 $7.39M 0.02% -122 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,716 shares; 2024Q4: 38,803 shares; 2025Q1: 41,443 shares; 2025Q2: 57,510 shares 57,510 $7.38M 0.02% +16,067 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,605 shares; 2024Q4: 89,160 shares; 2025Q1: 96,807 shares; 2025Q2: 112,709 shares 112,709 $7.37M 0.02% +15,902 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,523 shares; 2024Q4: 68,900 shares; 2025Q1: 84,767 shares; 2025Q2: 65,264 shares 65,264 $7.35M 0.02% -19,503 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,323 shares; 2024Q4: 78,309 shares; 2025Q1: 75,273 shares; 2025Q2: 73,015 shares 73,015 $7.35M 0.02% -2,258 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,679 shares; 2024Q4: 129,767 shares; 2025Q1: 103,358 shares; 2025Q2: 104,362 shares 104,362 $7.34M 0.02% +1,004 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,195 shares; 2025Q1: 99,412 shares; 2025Q2: 84,886 shares 84,886 $7.33M 0.02% -14,526 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,514 shares; 2024Q4: 287,284 shares; 2025Q1: 139,810 shares; 2025Q2: 299,919 shares 299,919 $7.31M 0.02% +160,109 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,372 shares; 2024Q4: 61,597 shares; 2025Q1: 67,951 shares; 2025Q2: 101,539 shares 101,539 $7.3M 0.02% +33,588 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,855 shares; 2024Q4: 213,637 shares; 2025Q1: 206,104 shares; 2025Q2: 216,898 shares 216,898 $7.3M 0.02% +10,794 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,321 shares; 2024Q4: 32,151 shares; 2025Q1: 35,003 shares; 2025Q2: 36,694 shares 36,694 $7.28M 0.02% +1,691 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,167 shares; 2024Q4: 97,465 shares; 2025Q1: 153,428 shares; 2025Q2: 220,196 shares 220,196 $7.27M 0.02% +66,768 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,116 shares; 2024Q4: 93,427 shares; 2025Q1: 164,999 shares; 2025Q2: 152,646 shares 152,646 $7.27M 0.02% -12,353 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,738 shares; 2024Q4: 167,352 shares; 2025Q1: 174,051 shares; 2025Q2: 145,960 shares 145,960 $7.26M 0.02% -28,091 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,611 shares; 2024Q4: 319,984 shares; 2025Q1: 304,892 shares; 2025Q2: 384,175 shares 384,175 $7.23M 0.02% +79,283 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,965 shares; 2024Q4: 23,677 shares; 2025Q1: 20,199 shares; 2025Q2: 19,890 shares 19,890 $7.21M 0.02% -309 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,678 shares; 2024Q4: 46,318 shares; 2025Q1: 76,101 shares; 2025Q2: 143,877 shares 143,877 $7.2M 0.02% +67,776 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,965 shares; 2024Q4: 77,982 shares; 2025Q1: 59,446 shares; 2025Q2: 59,184 shares 59,184 $7.2M 0.02% -262 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,662 shares; 2024Q4: 57,624 shares; 2025Q1: 52,277 shares; 2025Q2: 54,067 shares 54,067 $7.19M 0.02% +1,790 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 14,659 shares; 2025Q1: 20,388 shares; 2025Q2: 20,377 shares 20,377 $7.14M 0.02% -11 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 966,692 shares; 2024Q4: 997,479 shares; 2025Q1: 1,049,091 shares; 2025Q2: 657,784 shares 657,784 $7.14M 0.02% -391,307 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,997 shares; 2024Q4: 107,010 shares; 2025Q1: 115,881 shares; 2025Q2: 123,395 shares 123,395 $7.11M 0.02% +7,514 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,585 shares; 2024Q4: 257,727 shares; 2025Q1: 237,036 shares; 2025Q2: 217,304 shares 217,304 $7.09M 0.02% -19,732 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,108 shares; 2024Q4: 11,037 shares; 2025Q1: 13,958 shares; 2025Q2: 13,230 shares 13,230 $7.08M 0.02% -728 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,559 shares; 2024Q4: 80,110 shares; 2025Q1: 103,489 shares; 2025Q2: 112,917 shares 112,917 $7.08M 0.02% +9,428 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,401 shares; 2024Q4: 123,036 shares; 2025Q1: 132,070 shares; 2025Q2: 139,537 shares 139,537 $7.06M 0.02% +7,467 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,198 shares; 2024Q4: 204,350 shares; 2025Q1: 212,713 shares; 2025Q2: 216,038 shares 216,038 $7.05M 0.02% +3,325 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,222 shares; 2024Q4: 77,114 shares; 2025Q1: 62,349 shares; 2025Q2: 87,601 shares 87,601 $7.03M 0.02% +25,252 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,727 shares; 2024Q4: 89,652 shares; 2025Q1: 82,162 shares; 2025Q2: 94,060 shares 94,060 $7.01M 0.02% +11,898 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,394 shares; 2024Q4: 58,155 shares; 2025Q1: 60,575 shares; 2025Q2: 59,224 shares 59,224 $6.93M 0.02% -1,351 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,418 shares; 2025Q1: 1,241 shares; 2025Q2: 3,770 shares 3,770 $6.89M 0.02% +2,529 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,892 shares; 2024Q4: 132,126 shares; 2025Q1: 130,216 shares; 2025Q2: 116,133 shares 116,133 $6.88M 0.02% -14,083 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,786 shares; 2024Q4: 11,153 shares; 2025Q1: 13,268 shares; 2025Q2: 14,001 shares 14,001 $6.84M 0.02% +733 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,467 shares; 2024Q4: 38,323 shares; 2025Q1: 43,260 shares; 2025Q2: 44,486 shares 44,486 $6.84M 0.02% +1,226 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,567 shares; 2024Q4: 241,814 shares; 2025Q1: 249,319 shares; 2025Q2: 260,018 shares 260,018 $6.82M 0.02% +10,699 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,988 shares; 2024Q4: 56,190 shares; 2025Q1: 60,351 shares; 2025Q2: 59,887 shares 59,887 $6.78M 0.02% -464 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,872 shares; 2024Q4: 27,950 shares; 2025Q1: 19,082 shares; 2025Q2: 205,122 shares 205,122 $6.75M 0.02% +186,040 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336,882 shares; 2024Q4: 705,086 shares; 2025Q1: 745,554 shares; 2025Q2: 512,507 shares 512,507 $6.68M 0.02% -233,047 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,907 shares; 2024Q4: 235,880 shares; 2025Q1: 203,251 shares; 2025Q2: 189,647 shares 189,647 $6.67M 0.02% -13,604 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,206 shares; 2024Q4: 102,060 shares; 2025Q1: 103,717 shares; 2025Q2: 105,973 shares 105,973 $6.66M 0.02% +2,256 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,624 shares; 2024Q4: 87,004 shares; 2025Q1: 94,195 shares; 2025Q2: 103,145 shares 103,145 $6.64M 0.02% +8,950 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,818 shares; 2024Q4: 128,890 shares; 2025Q1: 128,634 shares; 2025Q2: 132,004 shares 132,004 $6.62M 0.02% +3,370 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,512 shares; 2024Q4: 172,703 shares; 2025Q1: 175,644 shares; 2025Q2: 218,948 shares 218,948 $6.61M 0.02% +43,304 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,355 shares; 2024Q4: 124,575 shares; 2025Q1: 128,379 shares; 2025Q2: 142,702 shares 142,702 $6.6M 0.02% +14,323 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,005 shares; 2024Q4: 104,090 shares; 2025Q1: 214,883 shares; 2025Q2: 249,911 shares 249,911 $6.58M 0.02% +35,028 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,725 shares; 2024Q4: 49,444 shares; 2025Q1: 65,700 shares; 2025Q2: 72,336 shares 72,336 $6.52M 0.02% +6,636 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,998 shares; 2024Q4: 9,793 shares; 2025Q1: 9,905 shares; 2025Q2: 26,807 shares 26,807 $6.51M 0.02% +16,902 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,975 shares; 2024Q4: 77,059 shares; 2025Q1: 68,881 shares; 2025Q2: 70,471 shares 70,471 $6.51M 0.02% +1,590 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,468 shares; 2024Q4: 30,219 shares; 2025Q1: 34,119 shares; 2025Q2: 31,155 shares 31,155 $6.5M 0.02% -2,964 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,234 shares; 2024Q4: 25,718 shares; 2025Q1: 29,314 shares; 2025Q2: 28,837 shares 28,837 $6.49M 0.02% -477 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,358 shares; 2024Q4: 40,635 shares; 2025Q1: 48,396 shares; 2025Q2: 70,604 shares 70,604 $6.48M 0.02% +22,208 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 57,941 shares; 2025Q1: 77,649 shares; 2025Q2: 81,529 shares 81,529 $6.46M 0.02% +3,880 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,926 shares; 2024Q4: 167,355 shares; 2025Q1: 132,441 shares; 2025Q2: 173,077 shares 173,077 $6.45M 0.02% +40,636 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,936 shares; 2024Q4: 111,175 shares; 2025Q1: 116,457 shares; 2025Q2: 86,420 shares 86,420 $6.45M 0.02% -30,037 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,189 shares; 2024Q4: 22,375 shares; 2025Q1: 36,956 shares; 2025Q2: 53,021 shares 53,021 $6.44M 0.02% +16,065 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,740 shares; 2024Q4: 139,856 shares; 2025Q1: 146,593 shares; 2025Q2: 139,833 shares 139,833 $6.42M 0.02% -6,760 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,999 shares; 2024Q4: 41,758 shares; 2025Q1: 40,810 shares; 2025Q2: 36,725 shares 36,725 $6.36M 0.02% -4,085 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,171 shares; 2024Q4: 29,449 shares; 2025Q1: 31,590 shares; 2025Q2: 29,172 shares 29,172 $6.36M 0.02% -2,418 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,086 shares; 2024Q4: 126,145 shares; 2025Q1: 87,106 shares; 2025Q2: 85,287 shares 85,287 $6.35M 0.02% -1,819 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,949 shares; 2024Q4: 52,561 shares; 2025Q1: 53,852 shares; 2025Q2: 60,060 shares 60,060 $6.33M 0.02% +6,208 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,723 shares; 2024Q4: 156,993 shares; 2025Q1: 59,302 shares; 2025Q2: 61,619 shares 61,619 $6.33M 0.02% +2,317 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,236 shares; 2024Q4: 77,089 shares; 2025Q1: 76,770 shares; 2025Q2: 79,350 shares 79,350 $6.33M 0.02% +2,580 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,730 shares; 2024Q4: 115,383 shares; 2025Q1: 94,840 shares; 2025Q2: 122,507 shares 122,507 $6.31M 0.02% +27,667 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,850 shares; 2024Q4: 138,793 shares; 2025Q1: 140,147 shares; 2025Q2: 150,432 shares 150,432 $6.3M 0.02% +10,285 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,710 shares; 2025Q2: 106,670 shares 106,670 $6.25M 0.02% +63,960 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,708 shares; 2024Q4: 40,309 shares; 2025Q1: 47,170 shares; 2025Q2: 51,626 shares 51,626 $6.17M 0.02% +4,456 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,797 shares; 2024Q4: 83,978 shares; 2025Q1: 92,443 shares; 2025Q2: 95,871 shares 95,871 $6.17M 0.02% +3,428 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,058 shares; 2025Q2: 229,187 shares 229,187 $6.16M 0.02% +62,129 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,599 shares; 2024Q4: 293,219 shares; 2025Q1: 455,751 shares; 2025Q2: 442,827 shares 442,827 $6.14M 0.02% -12,924 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,325 shares; 2024Q4: 180,864 shares; 2025Q1: 151,974 shares; 2025Q2: 148,102 shares 148,102 $6.12M 0.02% -3,872 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,161 shares; 2024Q4: 95,530 shares; 2025Q1: 210,265 shares; 2025Q2: 190,595 shares 190,595 $6.11M 0.02% -19,670 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,417 shares; 2024Q4: 36,778 shares; 2025Q1: 36,340 shares; 2025Q2: 42,290 shares 42,290 $6.09M 0.02% +5,950 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,266 shares; 2024Q4: 51,238 shares; 2025Q1: 55,846 shares; 2025Q2: 79,205 shares 79,205 $6.07M 0.02% +23,359 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,429 shares; 2024Q4: 59,041 shares; 2025Q1: 46,460 shares; 2025Q2: 47,076 shares 47,076 $6.07M 0.02% +616 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,803 shares; 2024Q4: 23,804 shares; 2025Q1: 30,340 shares; 2025Q2: 35,550 shares 35,550 $6.06M 0.02% +5,210 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,201 shares; 2024Q4: 14,698 shares; 2025Q1: 13,423 shares; 2025Q2: 17,250 shares 17,250 $6.05M 0.02% +3,827 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,208 shares; 2024Q4: 72,268 shares; 2025Q1: 67,428 shares; 2025Q2: 61,146 shares 61,146 $6.05M 0.02% -6,282 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,852 shares; 2024Q4: 38,748 shares; 2025Q1: 33,785 shares; 2025Q2: 154,805 shares 154,805 $6.03M 0.02% +121,020 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,343 shares; 2024Q4: 22,284 shares; 2025Q1: 31,367 shares; 2025Q2: 35,836 shares 35,836 $6.02M 0.02% +4,469 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,431 shares; 2024Q4: 229,065 shares; 2025Q1: 236,333 shares; 2025Q2: 192,598 shares 192,598 $5.99M 0.02% -43,735 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,735 shares; 2024Q4: 91,745 shares; 2025Q1: 93,726 shares; 2025Q2: 91,378 shares 91,378 $5.99M 0.02% -2,348 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,268 shares; 2024Q4: 47,077 shares; 2025Q1: 122,959 shares; 2025Q2: 187,379 shares 187,379 $5.93M 0.02% +64,420 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,060 shares; 2025Q2: 82,995 shares 82,995 $5.9M 0.02% +2,935 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,108 shares; 2024Q4: 68,367 shares; 2025Q1: 69,609 shares; 2025Q2: 87,338 shares 87,338 $5.89M 0.02% +17,729 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,053 shares; 2024Q4: 88,052 shares; 2025Q1: 105,660 shares; 2025Q2: 113,047 shares 113,047 $5.88M 0.02% +7,387 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,034 shares; 2024Q4: 29,876 shares; 2025Q1: 25,475 shares; 2025Q2: 28,034 shares 28,034 $5.87M 0.02% +2,559 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,634 shares; 2024Q4: 207,679 shares; 2025Q1: 172,055 shares; 2025Q2: 208,500 shares 208,500 $5.86M 0.02% +36,445 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,467 shares; 2024Q4: 159,492 shares; 2025Q1: 135,928 shares; 2025Q2: 125,454 shares 125,454 $5.85M 0.02% -10,474 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 5,483 shares; 2025Q1: 6,479 shares; 2025Q2: 29,546 shares 29,546 $5.84M 0.02% +23,067 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 10,738 shares; 2025Q1: 12,927 shares; 2025Q2: 17,838 shares 17,838 $5.82M 0.02% +4,911 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,189 shares; 2024Q4: 153,855 shares; 2025Q1: 115,183 shares; 2025Q2: 113,501 shares 113,501 $5.8M 0.02% -1,682 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,821 shares; 2024Q4: 49,384 shares; 2025Q1: 49,742 shares; 2025Q2: 48,495 shares 48,495 $5.78M 0.02% -1,247 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,146 shares; 2024Q4: 160,520 shares; 2025Q1: 149,404 shares; 2025Q2: 148,599 shares 148,599 $5.77M 0.02% -805 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,577 shares; 2025Q2: 139,142 shares 139,142 $5.77M 0.02% +133,565 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,485 shares; 2024Q4: 218,486 shares; 2025Q1: 235,506 shares; 2025Q2: 246,486 shares 246,486 $5.75M 0.02% +10,980 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,654 shares; 2024Q4: 144,901 shares; 2025Q1: 219,302 shares; 2025Q2: 186,404 shares 186,404 $5.75M 0.02% -32,898 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,064 shares; 2024Q4: 84,560 shares; 2025Q1: 87,489 shares; 2025Q2: 71,057 shares 71,057 $5.73M 0.02% -16,432 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,859 shares; 2024Q4: 67,560 shares; 2025Q1: 78,594 shares; 2025Q2: 85,539 shares 85,539 $5.67M 0.02% +6,945 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489,932 shares; 2024Q4: 1,208,060 shares; 2025Q1: 269,019 shares; 2025Q2: 310,612 shares 310,612 $5.66M 0.02% +41,593 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,394 shares; 2024Q4: 77,470 shares; 2025Q1: 82,019 shares; 2025Q2: 82,146 shares 82,146 $5.63M 0.02% +127 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,037 shares; 2024Q4: 158,022 shares; 2025Q1: 139,697 shares; 2025Q2: 114,785 shares 114,785 $5.63M 0.02% -24,912 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,376 shares; 2024Q4: 165,563 shares; 2025Q1: 147,335 shares; 2025Q2: 149,968 shares 149,968 $5.62M 0.02% +2,633 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,474 shares; 2024Q4: 116,052 shares; 2025Q1: 115,482 shares; 2025Q2: 112,379 shares 112,379 $5.6M 0.02% -3,103 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,139 shares; 2024Q4: 39,514 shares; 2025Q1: 40,575 shares; 2025Q2: 29,621 shares 29,621 $5.59M 0.02% -10,954 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,554 shares; 2024Q4: 39,714 shares; 2025Q1: 39,744 shares; 2025Q2: 62,973 shares 62,973 $5.59M 0.02% +23,229 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,503 shares; 2024Q4: 245,919 shares; 2025Q1: 296,520 shares; 2025Q2: 362,581 shares 362,581 $5.57M 0.02% +66,061 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,178 shares; 2024Q4: 30,820 shares; 2025Q1: 30,143 shares; 2025Q2: 33,474 shares 33,474 $5.56M 0.02% +3,331 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,421 shares; 2024Q4: 74,215 shares; 2025Q1: 45,145 shares; 2025Q2: 67,076 shares 67,076 $5.52M 0.02% +21,931 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,519 shares; 2024Q4: 34,137 shares; 2025Q1: 34,458 shares; 2025Q2: 37,238 shares 37,238 $5.52M 0.02% +2,780 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,017 shares; 2025Q1: 92,468 shares; 2025Q2: 114,689 shares 114,689 $5.48M 0.02% +22,221 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,531 shares; 2024Q4: 143,828 shares; 2025Q1: 114,609 shares; 2025Q2: 126,623 shares 126,623 $5.47M 0.02% +12,014 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,610 shares; 2025Q2: 70,215 shares 70,215 $5.45M 0.02% +6,605 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,974 shares; 2024Q4: 56,568 shares; 2025Q1: 50,413 shares; 2025Q2: 71,899 shares 71,899 $5.45M 0.02% +21,486 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,132 shares; 2024Q4: 135,268 shares; 2025Q1: 131,101 shares; 2025Q2: 104,756 shares 104,756 $5.45M 0.02% -26,345 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,119 shares; 2024Q4: 57,463 shares; 2025Q1: 64,178 shares; 2025Q2: 75,798 shares 75,798 $5.44M 0.02% +11,620 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,365 shares; 2024Q4: 73,073 shares; 2025Q1: 74,829 shares; 2025Q2: 79,746 shares 79,746 $5.43M 0.02% +4,917 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,251 shares; 2024Q4: 61,425 shares; 2025Q1: 72,410 shares; 2025Q2: 104,351 shares 104,351 $5.42M 0.02% +31,941 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,570 shares; 2024Q4: 20,342 shares; 2025Q1: 22,723 shares; 2025Q2: 19,824 shares 19,824 $5.42M 0.02% -2,899 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,248 shares; 2024Q4: 46,535 shares; 2025Q1: 37,708 shares; 2025Q2: 42,615 shares 42,615 $5.4M 0.02% +4,907 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,852 shares; 2024Q4: 12,096 shares; 2025Q1: 18,270 shares; 2025Q2: 35,013 shares 35,013 $5.4M 0.02% +16,743 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,091 shares; 2024Q4: 19,405 shares; 2025Q1: 21,089 shares; 2025Q2: 21,756 shares 21,756 $5.37M 0.02% +667 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 8,525 shares; 2025Q1: 22,371 shares; 2025Q2: 59,930 shares 59,930 $5.36M 0.02% +37,559 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,179 shares; 2024Q4: 19,428 shares; 2025Q1: 19,792 shares; 2025Q2: 20,347 shares 20,347 $5.34M 0.02% +555 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,011 shares; 2024Q4: 98,596 shares; 2025Q1: 97,312 shares; 2025Q2: 96,727 shares 96,727 $5.34M 0.02% -585 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,297 shares; 2024Q4: 12,886 shares; 2025Q1: 14,429 shares; 2025Q2: 15,287 shares 15,287 $5.34M 0.02% +858 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 9,600 shares; 2025Q1: 128,621 shares; 2025Q2: 185,112 shares 185,112 $5.33M 0.02% +56,491 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 4,147 shares; 2025Q1: 12,520 shares; 2025Q2: 15,820 shares 15,820 $5.33M 0.02% +3,300 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,021 shares; 2024Q4: 15,967 shares; 2025Q1: 16,224 shares; 2025Q2: 16,917 shares 16,917 $5.31M 0.02% +693 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,809 shares; 2024Q4: 83,452 shares; 2025Q1: 47,592 shares; 2025Q2: 39,349 shares 39,349 $5.29M 0.02% -8,243 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,958 shares; 2024Q4: 175,347 shares; 2025Q1: 187,533 shares; 2025Q2: 153,702 shares 153,702 $5.25M 0.02% -33,831 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,009 shares; 2024Q4: 288,403 shares; 2025Q1: 283,278 shares; 2025Q2: 116,113 shares 116,113 $5.23M 0.02% -167,165 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,964 shares; 2025Q2: 97,346 shares 97,346 $5.22M 0.02% +19,382 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,909 shares; 2024Q4: 118,880 shares; 2025Q1: 120,903 shares; 2025Q2: 85,783 shares 85,783 $5.14M 0.01% -35,120 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,753 shares; 2024Q4: 23,013 shares; 2025Q1: 24,571 shares; 2025Q2: 28,058 shares 28,058 $5.14M 0.01% +3,487 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,627 shares; 2025Q1: 4,903 shares; 2025Q2: 16,312 shares 16,312 $5.13M 0.01% +11,409 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,262 shares; 2024Q4: 56,790 shares; 2025Q1: 87,480 shares; 2025Q2: 91,489 shares 91,489 $5.13M 0.01% +4,009 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,531 shares; 2024Q4: 83,820 shares; 2025Q1: 203,087 shares; 2025Q2: 361,874 shares 361,874 $5.12M 0.01% +158,787 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,617 shares; 2024Q4: 76,612 shares; 2025Q1: 72,294 shares; 2025Q2: 70,399 shares 70,399 $5.12M 0.01% -1,895 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,842 shares; 2024Q4: 74,348 shares; 2025Q1: 71,263 shares; 2025Q2: 77,973 shares 77,973 $5.11M 0.01% +6,710 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 18,042 shares; 2025Q1: 47,220 shares; 2025Q2: 64,043 shares 64,043 $5.1M 0.01% +16,823 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,677 shares; 2024Q4: 58,586 shares; 2025Q1: 59,734 shares; 2025Q2: 83,698 shares 83,698 $5.09M 0.01% +23,964 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,813 shares; 2024Q4: 217,232 shares; 2025Q1: 191,314 shares; 2025Q2: 228,240 shares 228,240 $5.08M 0.01% +36,926 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,160 shares; 2024Q4: 55,877 shares; 2025Q1: 52,611 shares; 2025Q2: 50,717 shares 50,717 $5.08M 0.01% -1,894 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,932 shares; 2024Q4: 182,314 shares; 2025Q1: 283,479 shares; 2025Q2: 306,276 shares 306,276 $5.06M 0.01% +22,797 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,246 shares; 2024Q4: 39,426 shares; 2025Q1: 39,537 shares; 2025Q2: 37,543 shares 37,543 $5.05M 0.01% -1,994 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,197 shares; 2024Q4: 58,880 shares; 2025Q1: 64,770 shares; 2025Q2: 40,086 shares 40,086 $5.04M 0.01% -24,684 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482,792 shares; 2024Q4: 1,476,211 shares; 2025Q1: 1,717,822 shares; 2025Q2: 1,184,646 shares 1,184,646 $5.04M 0.01% -533,176 Timeline GLIN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,168 shares; 2024Q4: 127,430 shares; 2025Q1: 113,412 shares; 2025Q2: 104,452 shares 104,452 $5.03M 0.01% -8,960 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 9,688 shares; 2025Q1: 13,662 shares; 2025Q2: 12,343 shares 12,343 $5.02M 0.01% -1,319 CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,328 shares; 2024Q4: 20,783 shares; 2025Q1: 57,371 shares; 2025Q2: 32,070 shares 32,070 $5.01M 0.01% -25,301 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,711 shares; 2024Q4: 45,640 shares; 2025Q1: 42,122 shares; 2025Q2: 122,394 shares 122,394 $5M 0.01% +80,272 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,831 shares; 2024Q4: 147,987 shares; 2025Q1: 159,245 shares; 2025Q2: 141,074 shares 141,074 $4.99M 0.01% -18,171 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,041 shares; 2024Q4: 50,084 shares; 2025Q1: 47,879 shares; 2025Q2: 108,945 shares 108,945 $4.98M 0.01% +61,066 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,888 shares; 2024Q4: 134,835 shares; 2025Q1: 165,507 shares; 2025Q2: 184,060 shares 184,060 $4.98M 0.01% +18,553 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,943 shares; 2024Q4: 17,462 shares; 2025Q1: 12,259 shares; 2025Q2: 87,666 shares 87,666 $4.96M 0.01% +75,407 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,201 shares; 2024Q4: 22,955 shares; 2025Q1: 31,209 shares; 2025Q2: 49,018 shares 49,018 $4.93M 0.01% +17,809 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,722 shares; 2024Q4: 24,007 shares; 2025Q1: 27,053 shares; 2025Q2: 29,240 shares 29,240 $4.93M 0.01% +2,187 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,962 shares; 2024Q4: 60,936 shares; 2025Q1: 59,008 shares; 2025Q2: 59,044 shares 59,044 $4.92M 0.01% +36 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,062 shares; 2024Q4: 2,342 shares; 2025Q1: 2,574 shares; 2025Q2: 2,734 shares 2,734 $4.91M 0.01% +160 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,729 shares; 2024Q4: 118,803 shares; 2025Q1: 122,501 shares; 2025Q2: 124,941 shares 124,941 $4.89M 0.01% +2,440 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,085 shares; 2024Q4: 97,651 shares; 2025Q1: 122,422 shares; 2025Q2: 130,201 shares 130,201 $4.88M 0.01% +7,779 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,537 shares; 2024Q4: 28,807 shares; 2025Q1: 31,618 shares; 2025Q2: 30,062 shares 30,062 $4.88M 0.01% -1,556 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,000 shares; 2024Q4: 141,066 shares; 2025Q1: 103,278 shares; 2025Q2: 99,156 shares 99,156 $4.88M 0.01% -4,122 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,042 shares; 2024Q4: 256,179 shares; 2025Q1: 186,813 shares; 2025Q2: 162,764 shares 162,764 $4.87M 0.01% -24,049 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,239 shares; 2024Q4: 31,570 shares; 2025Q1: 34,388 shares; 2025Q2: 38,248 shares 38,248 $4.85M 0.01% +3,860 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,632 shares; 2024Q4: 68,302 shares; 2025Q1: 88,951 shares; 2025Q2: 99,957 shares 99,957 $4.85M 0.01% +11,006 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,841 shares; 2024Q4: 26,793 shares; 2025Q1: 25,705 shares; 2025Q2: 41,298 shares 41,298 $4.83M 0.01% +15,593 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,453 shares; 2024Q4: 118,808 shares; 2025Q1: 122,603 shares; 2025Q2: 115,842 shares 115,842 $4.82M 0.01% -6,761 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,605 shares; 2024Q4: 50,426 shares; 2025Q1: 43,100 shares; 2025Q2: 120,549 shares 120,549 $4.79M 0.01% +77,449 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 7,554 shares; 2025Q1: 7,729 shares; 2025Q2: 6,534 shares 6,534 $4.78M 0.01% -1,195 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,065 shares; 2024Q4: 246,690 shares; 2025Q1: 335,371 shares; 2025Q2: 347,463 shares 347,463 $4.77M 0.01% +12,092 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,224 shares; 2024Q4: 94,472 shares; 2025Q1: 100,198 shares; 2025Q2: 101,612 shares 101,612 $4.75M 0.01% +1,414 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,523 shares; 2024Q4: 24,511 shares; 2025Q1: 26,033 shares; 2025Q2: 22,279 shares 22,279 $4.74M 0.01% -3,754 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,924 shares; 2024Q4: 74,995 shares; 2025Q1: 64,857 shares; 2025Q2: 84,955 shares 84,955 $4.74M 0.01% +20,098 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,485 shares; 2024Q4: 57,608 shares; 2025Q1: 60,675 shares; 2025Q2: 79,254 shares 79,254 $4.74M 0.01% +18,579 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,691 shares; 2024Q4: 248,454 shares; 2025Q1: 200,146 shares; 2025Q2: 114,231 shares 114,231 $4.73M 0.01% -85,915 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,714 shares; 2024Q4: 34,175 shares; 2025Q1: 95,689 shares; 2025Q2: 164,084 shares 164,084 $4.72M 0.01% +68,395 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,725 shares; 2024Q4: 84,521 shares; 2025Q1: 83,593 shares; 2025Q2: 81,673 shares 81,673 $4.72M 0.01% -1,920 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,694 shares; 2024Q4: 60,141 shares; 2025Q1: 68,006 shares; 2025Q2: 59,674 shares 59,674 $4.71M 0.01% -8,332 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,351 shares; 2024Q4: 33,993 shares; 2025Q1: 32,929 shares; 2025Q2: 29,807 shares 29,807 $4.7M 0.01% -3,122 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,291 shares; 2024Q4: 127,042 shares; 2025Q1: 138,229 shares; 2025Q2: 146,987 shares 146,987 $4.7M 0.01% +8,758 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,957 shares; 2024Q4: 23,644 shares; 2025Q1: 28,784 shares; 2025Q2: 40,194 shares 40,194 $4.69M 0.01% +11,410 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,193 shares; 2024Q4: 30,174 shares; 2025Q1: 62,717 shares; 2025Q2: 95,250 shares 95,250 $4.69M 0.01% +32,533 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,271 shares; 2025Q1: 7,538 shares; 2025Q2: 8,260 shares 8,260 $4.68M 0.01% +722 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,593 shares; 2024Q4: 21,196 shares; 2025Q1: 15,077 shares; 2025Q2: 15,923 shares 15,923 $4.67M 0.01% +846 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,460 shares; 2024Q4: 37,343 shares; 2025Q1: 37,273 shares; 2025Q2: 44,273 shares 44,273 $4.63M 0.01% +7,000 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,644 shares; 2024Q4: 18,670 shares; 2025Q1: 15,529 shares; 2025Q2: 88,004 shares 88,004 $4.62M 0.01% +72,475 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,306 shares; 2024Q4: 2,202 shares; 2025Q1: 2,308 shares; 2025Q2: 50,932 shares 50,932 $4.59M 0.01% +48,624 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 7,726 shares; 2025Q1: 8,910 shares; 2025Q2: 138,862 shares 138,862 $4.58M 0.01% +129,952 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,220 shares; 2024Q4: 5,521 shares; 2025Q1: 2,931 shares; 2025Q2: 2,999 shares 2,999 $4.56M 0.01% +68 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,729 shares 158,729 $4.52M 0.01% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,424 shares; 2024Q4: 76,416 shares; 2025Q1: 134,661 shares; 2025Q2: 126,706 shares 126,706 $4.51M 0.01% -7,955 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,751 shares; 2024Q4: 62,408 shares; 2025Q1: 94,182 shares; 2025Q2: 99,242 shares 99,242 $4.5M 0.01% +5,060 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,844 shares; 2024Q4: 42,629 shares; 2025Q1: 48,972 shares; 2025Q2: 51,729 shares 51,729 $4.49M 0.01% +2,757 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,106 shares; 2024Q4: 34,810 shares; 2025Q1: 71,820 shares; 2025Q2: 81,295 shares 81,295 $4.49M 0.01% +9,475 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,223 shares; 2024Q4: 81,310 shares; 2025Q1: 98,371 shares; 2025Q2: 102,984 shares 102,984 $4.47M 0.01% +4,613 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,547 shares; 2024Q4: 22,055 shares; 2025Q1: 33,702 shares; 2025Q2: 54,008 shares 54,008 $4.47M 0.01% +20,306 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,293 shares; 2024Q4: 12,451 shares; 2025Q1: 12,597 shares; 2025Q2: 12,466 shares 12,466 $4.45M 0.01% -131 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,472 shares; 2024Q4: 41,255 shares; 2025Q1: 49,294 shares; 2025Q2: 95,877 shares 95,877 $4.43M 0.01% +46,583 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,545 shares; 2024Q4: 23,730 shares; 2025Q1: 22,994 shares; 2025Q2: 19,465 shares 19,465 $4.42M 0.01% -3,529 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,086 shares; 2024Q4: 22,209 shares; 2025Q1: 21,807 shares; 2025Q2: 23,423 shares 23,423 $4.41M 0.01% +1,616 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: 72,615 shares; 2025Q1: 43,306 shares; 2025Q2: 45,696 shares 45,696 $4.41M 0.01% +2,390 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,693 shares; 2024Q4: 90,229 shares; 2025Q1: 83,712 shares; 2025Q2: 90,277 shares 90,277 $4.41M 0.01% +6,565 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,129 shares; 2025Q1: 49,857 shares; 2025Q2: 89,781 shares 89,781 $4.4M 0.01% +39,924 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,874 shares; 2025Q1: 114,723 shares; 2025Q2: 164,441 shares 164,441 $4.4M 0.01% +49,718 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,046 shares; 2024Q4: 31,152 shares; 2025Q1: 29,938 shares; 2025Q2: 25,168 shares 25,168 $4.39M 0.01% -4,770 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,850 shares; 2024Q4: 61,963 shares; 2025Q1: 38,179 shares; 2025Q2: 78,221 shares 78,221 $4.38M 0.01% +40,042 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,770 shares; 2025Q2: 80,571 shares 80,571 $4.37M 0.01% +12,801 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,929 shares; 2024Q4: 49,769 shares; 2025Q1: 41,455 shares; 2025Q2: 43,758 shares 43,758 $4.35M 0.01% +2,303 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,051 shares; 2024Q4: 56,399 shares; 2025Q1: 76,505 shares; 2025Q2: 85,360 shares 85,360 $4.35M 0.01% +8,855 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,086 shares; 2024Q4: 112,191 shares; 2025Q1: 125,490 shares; 2025Q2: 128,184 shares 128,184 $4.34M 0.01% +2,694 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,556 shares; 2024Q4: 61,868 shares; 2025Q1: 117,598 shares; 2025Q2: 51,556 shares 51,556 $4.34M 0.01% -66,042 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,169 shares; 2024Q4: 75,912 shares; 2025Q1: 89,587 shares; 2025Q2: 91,966 shares 91,966 $4.32M 0.01% +2,379 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,207 shares; 2024Q4: 29,918 shares; 2025Q1: 24,477 shares; 2025Q2: 26,454 shares 26,454 $4.3M 0.01% +1,977 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,932 shares; 2024Q4: 31,102 shares; 2025Q1: 39,072 shares; 2025Q2: 39,463 shares 39,463 $4.29M 0.01% +391 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,742 shares; 2025Q2: 83,263 shares 83,263 $4.28M 0.01% +36,521 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,430 shares; 2024Q4: 158,258 shares; 2025Q1: 135,080 shares; 2025Q2: 141,965 shares 141,965 $4.28M 0.01% +6,885 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,851 shares; 2024Q4: 222,594 shares; 2025Q1: 236,095 shares; 2025Q2: 183,946 shares 183,946 $4.28M 0.01% -52,149 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,898 shares; 2024Q4: 63,958 shares; 2025Q1: 63,019 shares; 2025Q2: 62,043 shares 62,043 $4.26M 0.01% -976 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,039 shares; 2025Q1: 15,038 shares; 2025Q2: 20,239 shares 20,239 $4.25M 0.01% +5,201 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,089 shares; 2024Q4: 149,023 shares; 2025Q1: 156,156 shares; 2025Q2: 123,215 shares 123,215 $4.25M 0.01% -32,941 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,282 shares; 2024Q4: 80,088 shares; 2025Q1: 49,097 shares; 2025Q2: 47,903 shares 47,903 $4.24M 0.01% -1,194 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,041 shares; 2024Q4: 53,529 shares; 2025Q1: 50,181 shares; 2025Q2: 42,009 shares 42,009 $4.24M 0.01% -8,172 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,679 shares; 2024Q4: 51,923 shares; 2025Q1: 39,762 shares; 2025Q2: 39,186 shares 39,186 $4.23M 0.01% -576 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,360 shares; 2024Q4: 24,397 shares; 2025Q1: 22,076 shares; 2025Q2: 23,425 shares 23,425 $4.22M 0.01% +1,349 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,754 shares; 2024Q4: 55,830 shares; 2025Q1: 62,915 shares; 2025Q2: 48,062 shares 48,062 $4.22M 0.01% -14,853 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,602 shares; 2024Q4: 102,540 shares; 2025Q1: 98,636 shares; 2025Q2: 91,092 shares 91,092 $4.21M 0.01% -7,544 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,083 shares; 2024Q4: 54,566 shares; 2025Q1: 48,476 shares; 2025Q2: 49,139 shares 49,139 $4.21M 0.01% +663 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,832 shares; 2024Q4: 54,347 shares; 2025Q1: 49,234 shares; 2025Q2: 49,207 shares 49,207 $4.2M 0.01% -27 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 26,279 shares; 2025Q1: 22,887 shares; 2025Q2: 100,490 shares 100,490 $4.2M 0.01% +77,603 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,049 shares; 2024Q4: 195,668 shares; 2025Q1: 198,778 shares; 2025Q2: 166,442 shares 166,442 $4.19M 0.01% -32,336 NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,332 shares; 2024Q4: 31,905 shares; 2025Q1: 31,931 shares; 2025Q2: 32,308 shares 32,308 $4.18M 0.01% +377 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,989 shares; 2024Q4: 15,110 shares; 2025Q1: 20,974 shares; 2025Q2: 20,599 shares 20,599 $4.18M 0.01% -375 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,179 shares; 2024Q4: 129,775 shares; 2025Q1: 122,957 shares; 2025Q2: 121,060 shares 121,060 $4.18M 0.01% -1,897 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,512 shares; 2024Q4: 78,281 shares; 2025Q1: 92,396 shares; 2025Q2: 125,472 shares 125,472 $4.17M 0.01% +33,076 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,730 shares; 2024Q4: 25,231 shares; 2025Q1: 61,181 shares; 2025Q2: 109,242 shares 109,242 $4.16M 0.01% +48,061 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,333 shares; 2024Q4: 35,818 shares; 2025Q1: 37,081 shares; 2025Q2: 41,343 shares 41,343 $4.13M 0.01% +4,262 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,826 shares; 2024Q4: 88,770 shares; 2025Q1: 67,040 shares; 2025Q2: 41,897 shares 41,897 $4.13M 0.01% -25,143 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,818 shares; 2024Q4: 52,219 shares; 2025Q1: 96,862 shares; 2025Q2: 116,736 shares 116,736 $4.12M 0.01% +19,874 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,190 shares; 2024Q4: 20,417 shares; 2025Q1: 70,747 shares; 2025Q2: 83,867 shares 83,867 $4.12M 0.01% +13,120 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,712 shares; 2024Q4: 11,661 shares; 2025Q1: 14,592 shares; 2025Q2: 14,239 shares 14,239 $4.11M 0.01% -353 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,196 shares; 2024Q4: 85,895 shares; 2025Q1: 88,206 shares; 2025Q2: 76,563 shares 76,563 $4.11M 0.01% -11,643 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,787 shares; 2024Q4: 48,031 shares; 2025Q1: 42,800 shares; 2025Q2: 40,506 shares 40,506 $4.1M 0.01% -2,294 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,758 shares; 2024Q4: 121,107 shares; 2025Q1: 133,048 shares; 2025Q2: 117,718 shares 117,718 $4.1M 0.01% -15,330 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,170 shares; 2024Q4: 100,818 shares; 2025Q1: 91,238 shares; 2025Q2: 92,779 shares 92,779 $4.09M 0.01% +1,541 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,517 shares; 2024Q4: 20,242 shares; 2025Q1: 21,061 shares; 2025Q2: 18,706 shares 18,706 $4.09M 0.01% -2,355 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,059 shares; 2024Q4: 48,183 shares; 2025Q1: 50,296 shares; 2025Q2: 35,821 shares 35,821 $4.09M 0.01% -14,475 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,007 shares; 2025Q2: 43,531 shares 43,531 $4.09M 0.01% +6,524 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: 6,854 shares; 2025Q1: 4,129 shares; 2025Q2: 3,914 shares 3,914 $4.07M 0.01% -215 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,293 shares; 2024Q4: 156,324 shares; 2025Q1: 209,548 shares; 2025Q2: 159,082 shares 159,082 $4.05M 0.01% -50,466 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,364 shares; 2024Q4: 146,920 shares; 2025Q1: 167,496 shares; 2025Q2: 176,257 shares 176,257 $4.04M 0.01% +8,761 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,695 shares; 2024Q4: 145,933 shares; 2025Q1: 135,115 shares; 2025Q2: 138,471 shares 138,471 $4.03M 0.01% +3,356 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,984 shares; 2024Q4: 125,086 shares; 2025Q1: 208,440 shares; 2025Q2: 220,889 shares 220,889 $4M 0.01% +12,449 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,582 shares; 2024Q4: 29,684 shares; 2025Q1: 31,472 shares; 2025Q2: 31,310 shares 31,310 $3.99M 0.01% -162 Timeline LOVE LOVESAC CO More: the full row for LOVESAC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,893 shares; 2024Q4: 100,876 shares; 2025Q1: 216,642 shares; 2025Q2: 218,845 shares 218,845 $3.98M 0.01% +2,203 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,505 shares; 2024Q4: 93,004 shares; 2025Q1: 85,297 shares; 2025Q2: 104,250 shares 104,250 $3.96M 0.01% +18,953 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,958 shares; 2024Q4: 26,591 shares; 2025Q1: 31,914 shares; 2025Q2: 43,265 shares 43,265 $3.94M 0.01% +11,351 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,544 shares; 2024Q4: 69,190 shares; 2025Q1: 63,329 shares; 2025Q2: 66,055 shares 66,055 $3.94M 0.01% +2,726 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,392 shares; 2024Q4: 39,104 shares; 2025Q1: 42,144 shares; 2025Q2: 41,310 shares 41,310 $3.93M 0.01% -834 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,700 shares; 2024Q4: 56,499 shares; 2025Q1: 70,588 shares; 2025Q2: 86,924 shares 86,924 $3.92M 0.01% +16,336 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,734 shares; 2024Q4: 56,784 shares; 2025Q1: 58,341 shares; 2025Q2: 60,495 shares 60,495 $3.92M 0.01% +2,154 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,759 shares; 2024Q4: 14,340 shares; 2025Q1: 17,007 shares; 2025Q2: 76,132 shares 76,132 $3.92M 0.01% +59,125 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 8,071 shares; 2025Q1: 9,139 shares; 2025Q2: 9,615 shares 9,615 $3.91M 0.01% +476 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,929 shares; 2024Q4: 67,202 shares; 2025Q1: 114,367 shares; 2025Q2: 119,420 shares 119,420 $3.89M 0.01% +5,053 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,005 shares; 2024Q4: 20,733 shares; 2025Q1: 30,867 shares; 2025Q2: 34,051 shares 34,051 $3.89M 0.01% +3,184 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,922 shares; 2024Q4: 11,434 shares; 2025Q1: 69,687 shares; 2025Q2: 76,392 shares 76,392 $3.89M 0.01% +6,705 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,128 shares; 2025Q2: 135,789 shares 135,789 $3.88M 0.01% +50,661 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 33,361 shares; 2025Q1: 34,171 shares; 2025Q2: 35,078 shares 35,078 $3.88M 0.01% +907 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,084 shares; 2024Q4: 70,133 shares; 2025Q1: 70,815 shares; 2025Q2: 88,685 shares 88,685 $3.86M 0.01% +17,870 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,533 shares; 2024Q4: 29,398 shares; 2025Q1: 32,657 shares; 2025Q2: 31,795 shares 31,795 $3.86M 0.01% -862 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,382 shares; 2025Q1: 93,155 shares; 2025Q2: 125,960 shares 125,960 $3.86M 0.01% +32,805 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,354 shares; 2024Q4: 73,270 shares; 2025Q1: 87,625 shares; 2025Q2: 73,288 shares 73,288 $3.85M 0.01% -14,337 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,592 shares; 2024Q4: 75,989 shares; 2025Q1: 71,891 shares; 2025Q2: 74,199 shares 74,199 $3.84M 0.01% +2,308 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,657 shares; 2024Q4: 67,569 shares; 2025Q1: 56,963 shares; 2025Q2: 68,402 shares 68,402 $3.83M 0.01% +11,439 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,122 shares; 2024Q4: 83,383 shares; 2025Q1: 84,402 shares; 2025Q2: 89,837 shares 89,837 $3.8M 0.01% +5,435 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,926 shares; 2024Q4: 17,668 shares; 2025Q1: 18,976 shares; 2025Q2: 19,484 shares 19,484 $3.8M 0.01% +508 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,858 shares; 2024Q4: 320,369 shares; 2025Q1: 229,483 shares; 2025Q2: 50,538 shares 50,538 $3.79M 0.01% -178,945 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 224,250 shares 224,250 $3.79M 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,595 shares; 2024Q4: 7,376 shares; 2025Q1: 6,950 shares; 2025Q2: 7,048 shares 7,048 $3.78M 0.01% +98 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,885 shares; 2024Q4: 76,870 shares; 2025Q1: 81,423 shares; 2025Q2: 80,511 shares 80,511 $3.76M 0.01% -912 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,543 shares; 2024Q4: 50,989 shares; 2025Q1: 53,001 shares; 2025Q2: 56,821 shares 56,821 $3.75M 0.01% +3,820 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,692 shares; 2024Q4: 130,992 shares; 2025Q1: 130,807 shares; 2025Q2: 145,128 shares 145,128 $3.75M 0.01% +14,321 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 16,118 shares; 2025Q1: 11,131 shares; 2025Q2: 12,686 shares 12,686 $3.74M 0.01% +1,555 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,923 shares; 2024Q4: 172,060 shares; 2025Q1: 158,263 shares; 2025Q2: 200,835 shares 200,835 $3.73M 0.01% +42,572 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,451 shares; 2024Q4: 64,464 shares; 2025Q1: 63,114 shares; 2025Q2: 72,378 shares 72,378 $3.73M 0.01% +9,264 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,597 shares; 2024Q4: 7,834 shares; 2025Q1: 8,272 shares; 2025Q2: 9,133 shares 9,133 $3.73M 0.01% +861 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,457 shares; 2024Q4: 203,261 shares; 2025Q1: 164,639 shares; 2025Q2: 125,911 shares 125,911 $3.72M 0.01% -38,728 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,950 shares; 2024Q4: 12,228 shares; 2025Q1: 10,352 shares; 2025Q2: 10,560 shares 10,560 $3.71M 0.01% +208 FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,859 shares; 2024Q4: 120,992 shares; 2025Q1: 148,735 shares; 2025Q2: 152,779 shares 152,779 $3.7M 0.01% +4,044 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,599 shares; 2024Q4: 41,186 shares; 2025Q1: 43,155 shares; 2025Q2: 45,465 shares 45,465 $3.7M 0.01% +2,310 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,041 shares; 2024Q4: 55,825 shares; 2025Q1: 62,616 shares; 2025Q2: 50,521 shares 50,521 $3.7M 0.01% -12,095 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,583 shares; 2024Q4: 32,401 shares; 2025Q1: 34,906 shares; 2025Q2: 33,688 shares 33,688 $3.69M 0.01% -1,218 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,454 shares; 2024Q4: 12,893 shares; 2025Q1: 13,118 shares; 2025Q2: 14,236 shares 14,236 $3.69M 0.01% +1,118 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,748 shares; 2025Q2: 53,443 shares 53,443 $3.69M 0.01% -2,305 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,411 shares; 2024Q4: 24,808 shares; 2025Q1: 52,547 shares; 2025Q2: 91,581 shares 91,581 $3.69M 0.01% +39,034 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 15,580 shares; 2025Q1: 36,631 shares; 2025Q2: 58,783 shares 58,783 $3.68M 0.01% +22,152 Timeline FLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,717 shares; 2024Q4: 67,602 shares; 2025Q1: 55,536 shares; 2025Q2: 52,664 shares 52,664 $3.67M 0.01% -2,872 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,397 shares; 2024Q4: 47,989 shares; 2025Q1: 47,071 shares; 2025Q2: 48,441 shares 48,441 $3.67M 0.01% +1,370 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,510 shares; 2024Q4: 29,281 shares; 2025Q1: 34,370 shares; 2025Q2: 36,216 shares 36,216 $3.66M 0.01% +1,846 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,750 shares; 2024Q4: 16,392 shares; 2025Q1: 19,516 shares; 2025Q2: 21,169 shares 21,169 $3.66M 0.01% +1,653 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,467 shares; 2024Q4: 22,884 shares; 2025Q1: 24,198 shares; 2025Q2: 23,818 shares 23,818 $3.65M 0.01% -380 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,623 shares; 2024Q4: 18,588 shares; 2025Q1: 20,620 shares; 2025Q2: 19,191 shares 19,191 $3.64M 0.01% -1,429 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,132 shares; 2024Q4: 51,467 shares; 2025Q1: 65,672 shares; 2025Q2: 68,007 shares 68,007 $3.64M 0.01% +2,335 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 9,807 shares; 2025Q1: 11,795 shares; 2025Q2: 12,193 shares 12,193 $3.64M 0.01% +398 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,738 shares; 2024Q4: 107,518 shares; 2025Q1: 164,259 shares; 2025Q2: 154,234 shares 154,234 $3.62M 0.01% -10,025 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,845 shares; 2024Q4: 21,217 shares; 2025Q1: 18,973 shares; 2025Q2: 20,097 shares 20,097 $3.62M 0.01% +1,124 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,460 shares; 2025Q1: 65,790 shares; 2025Q2: 119,940 shares 119,940 $3.61M 0.01% +54,150 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,920 shares; 2024Q4: 30,570 shares; 2025Q1: 34,781 shares; 2025Q2: 39,501 shares 39,501 $3.6M 0.01% +4,720 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,602 shares; 2024Q4: 16,143 shares; 2025Q1: 17,888 shares; 2025Q2: 15,068 shares 15,068 $3.58M 0.01% -2,820 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,363 shares; 2024Q4: 11,305 shares; 2025Q1: 12,848 shares; 2025Q2: 14,781 shares 14,781 $3.57M 0.01% +1,933 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,166 shares; 2024Q4: 87,994 shares; 2025Q1: 77,193 shares; 2025Q2: 63,020 shares 63,020 $3.56M 0.01% -14,173 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,184 shares; 2024Q4: 40,002 shares; 2025Q1: 44,051 shares; 2025Q2: 39,021 shares 39,021 $3.55M 0.01% -5,030 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 4,279 shares; 2025Q1: 4,513 shares; 2025Q2: 4,442 shares 4,442 $3.53M 0.01% -71 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,469 shares; 2024Q4: 87,164 shares; 2025Q1: 76,060 shares; 2025Q2: 79,846 shares 79,846 $3.53M 0.01% +3,786 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353,778 shares; 2024Q4: 419,437 shares; 2025Q1: 398,669 shares; 2025Q2: 363,183 shares 363,183 $3.53M 0.01% -35,486 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,039 shares; 2024Q4: 124,485 shares; 2025Q1: 123,120 shares; 2025Q2: 119,700 shares 119,700 $3.52M 0.01% -3,420 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,035 shares; 2024Q4: 41,709 shares; 2025Q1: 47,243 shares; 2025Q2: 47,836 shares 47,836 $3.52M 0.01% +593 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,686 shares; 2024Q4: 22,418 shares; 2025Q1: 14,508 shares; 2025Q2: 29,804 shares 29,804 $3.5M 0.01% +15,296 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,925 shares; 2024Q4: 16,462 shares; 2025Q1: 16,148 shares; 2025Q2: 17,376 shares 17,376 $3.5M 0.01% +1,228 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,308 shares; 2024Q4: 86,327 shares; 2025Q1: 89,342 shares; 2025Q2: 145,641 shares 145,641 $3.49M 0.01% +56,299 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,103 shares; 2024Q4: 83,840 shares; 2025Q1: 86,962 shares; 2025Q2: 87,178 shares 87,178 $3.49M 0.01% +216 Timeline TLTE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,186 shares; 2024Q4: 57,832 shares; 2025Q1: 65,001 shares; 2025Q2: 59,372 shares 59,372 $3.48M 0.01% -5,629 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,159 shares; 2024Q4: 89,574 shares; 2025Q1: 84,261 shares; 2025Q2: 81,798 shares 81,798 $3.47M 0.01% -2,463 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,495 shares; 2024Q4: 132,591 shares; 2025Q1: 117,851 shares; 2025Q2: 89,435 shares 89,435 $3.47M 0.01% -28,416 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 13,651 shares; 2025Q1: 15,315 shares; 2025Q2: 15,871 shares 15,871 $3.46M 0.01% +556 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,779 shares; 2024Q4: 17,471 shares; 2025Q1: 19,326 shares; 2025Q2: 20,336 shares 20,336 $3.46M 0.01% +1,010 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,409 shares; 2024Q4: 339,036 shares; 2025Q1: 298,879 shares; 2025Q2: 300,757 shares 300,757 $3.45M 0.01% +1,878 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,205 shares; 2024Q4: 38,132 shares; 2025Q1: 31,907 shares; 2025Q2: 29,190 shares 29,190 $3.44M 0.01% -2,717 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,717 shares; 2024Q4: 24,535 shares; 2025Q1: 25,166 shares; 2025Q2: 25,306 shares 25,306 $3.43M 0.01% +140 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,905 shares; 2024Q4: 26,946 shares; 2025Q1: 29,637 shares; 2025Q2: 31,242 shares 31,242 $3.41M 0.01% +1,605 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,900 shares; 2024Q4: 64,622 shares; 2025Q1: 67,847 shares; 2025Q2: 75,571 shares 75,571 $3.38M 0.01% +7,724 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,161 shares; 2024Q4: 17,161 shares; 2025Q1: 57,024 shares; 2025Q2: 98,496 shares 98,496 $3.38M 0.01% +41,472 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,180 shares; 2024Q4: 29,632 shares; 2025Q1: 37,095 shares; 2025Q2: 43,260 shares 43,260 $3.38M 0.01% +6,165 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,666 shares; 2024Q4: 53,619 shares; 2025Q1: 55,237 shares; 2025Q2: 59,604 shares 59,604 $3.37M 0.01% +4,367 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,274 shares; 2024Q4: 41,490 shares; 2025Q1: 44,823 shares; 2025Q2: 75,029 shares 75,029 $3.36M 0.01% +30,206 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 4,368 shares; 2025Q1: 5,216 shares; 2025Q2: 4,862 shares 4,862 $3.36M 0.01% -354 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,925 shares; 2024Q4: 172,276 shares; 2025Q1: 214,064 shares; 2025Q2: 191,449 shares 191,449 $3.35M 0.01% -22,615 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,438 shares; 2024Q4: 14,668 shares; 2025Q1: 18,779 shares; 2025Q2: 19,450 shares 19,450 $3.35M 0.01% +671 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,795 shares; 2024Q4: 162,650 shares; 2025Q1: 168,410 shares; 2025Q2: 176,282 shares 176,282 $3.35M 0.01% +7,872 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 6,943 shares; 2025Q1: 20,163 shares; 2025Q2: 20,287 shares 20,287 $3.34M 0.01% +124 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 2,693 shares; 2025Q1: 11,965 shares; 2025Q2: 13,674 shares 13,674 $3.34M 0.01% +1,709 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,886 shares; 2024Q4: 28,120 shares; 2025Q1: 34,319 shares; 2025Q2: 20,702 shares 20,702 $3.32M 0.01% -13,617 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,283 shares; 2024Q4: 16,324 shares; 2025Q1: 15,233 shares; 2025Q2: 23,017 shares 23,017 $3.32M 0.01% +7,784 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,522 shares; 2024Q4: 4,380 shares; 2025Q1: 13,676 shares; 2025Q2: 18,776 shares 18,776 $3.32M 0.01% +5,100 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,521 shares; 2024Q4: 28,657 shares; 2025Q1: 30,002 shares; 2025Q2: 31,970 shares 31,970 $3.32M 0.01% +1,968 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,043 shares; 2024Q4: 58,641 shares; 2025Q1: 63,524 shares; 2025Q2: 61,413 shares 61,413 $3.31M 0.01% -2,111 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,008 shares; 2024Q4: 86,015 shares; 2025Q1: 102,703 shares; 2025Q2: 97,960 shares 97,960 $3.31M 0.01% -4,743 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,834 shares; 2024Q4: 41,942 shares; 2025Q1: 62,105 shares; 2025Q2: 64,174 shares 64,174 $3.31M 0.01% +2,069 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 5,932 shares; 2025Q1: 10,983 shares; 2025Q2: 12,075 shares 12,075 $3.31M 0.01% +1,092 Timeline BUL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,541 shares; 2024Q4: 57,442 shares; 2025Q1: 63,497 shares; 2025Q2: 67,105 shares 67,105 $3.31M 0.01% +3,608 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,888 shares; 2024Q4: 54,186 shares; 2025Q1: 65,380 shares; 2025Q2: 64,725 shares 64,725 $3.3M 0.01% -655 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,012 shares; 2024Q4: 128,026 shares; 2025Q1: 155,737 shares; 2025Q2: 129,946 shares 129,946 $3.3M 0.01% -25,791 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 1,516 shares; 2025Q1: 1,583 shares; 2025Q2: 1,685 shares 1,685 $3.3M 0.01% +102 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,207 shares; 2024Q4: 55,237 shares; 2025Q1: 54,705 shares; 2025Q2: 53,289 shares 53,289 $3.29M 0.01% -1,416 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 20,366 shares; 2025Q1: 24,392 shares; 2025Q2: 26,677 shares 26,677 $3.27M 0.01% +2,285 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,597 shares; 2025Q1: 5,985 shares; 2025Q2: 6,404 shares 6,404 $3.26M 0.01% +419 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,824 shares; 2025Q2: 128,034 shares 128,034 $3.26M 0.01% +23,210 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,843 shares; 2024Q4: 15,307 shares; 2025Q1: 22,988 shares; 2025Q2: 22,478 shares 22,478 $3.26M 0.01% -510 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,156 shares; 2024Q4: 81,479 shares; 2025Q1: 80,738 shares; 2025Q2: 65,462 shares 65,462 $3.26M 0.01% -15,276 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,339 shares; 2024Q4: 53,554 shares; 2025Q1: 47,081 shares; 2025Q2: 58,003 shares 58,003 $3.25M 0.01% +10,922 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,199 shares; 2024Q4: 66,370 shares; 2025Q1: 66,574 shares; 2025Q2: 63,993 shares 63,993 $3.25M 0.01% -2,581 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,974 shares; 2025Q2: 38,986 shares 38,986 $3.24M 0.01% +12 Timeline