LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,624 shares; 2025Q1: 13,777 shares; 2025Q2: 13,370 shares; 2025Q3: 12,266 shares 12,266 $1.64M 0.02% -1,104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,481 shares; 2024Q4: 14,559 shares; 2025Q1: 14,667 shares; 2025Q2: 14,238 shares; 2025Q3: 13,104 shares 13,104 $1.63M 0.02% -1,134 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,186 shares; 2024Q4: 26,386 shares; 2025Q1: 22,400 shares; 2025Q2: 16,592 shares; 2025Q3: 14,671 shares 14,671 $1.62M 0.02% -1,921 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,831 shares; 2024Q4: 42,342 shares; 2025Q1: 40,157 shares; 2025Q2: 39,409 shares; 2025Q3: 29,173 shares 29,173 $1.62M 0.02% -10,236 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 11,779 shares; 2025Q1: 30,487 shares; 2025Q2: 28,054 shares; 2025Q3: 30,342 shares 30,342 $1.62M 0.02% +2,288 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 16,423 shares; 2025Q1: 16,505 shares; 2025Q2: 16,546 shares; 2025Q3: 16,269 shares 16,269 $1.6M 0.02% -277 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,144 shares; 2024Q4: 37,947 shares; 2025Q1: 29,398 shares; 2025Q2: 28,824 shares; 2025Q3: 31,520 shares 31,520 $1.6M 0.02% +2,696 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,466 shares; 2024Q4: 34,230 shares; 2025Q1: 33,072 shares; 2025Q2: 31,422 shares; 2025Q3: 28,975 shares 28,975 $1.59M 0.02% -2,447 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,457 shares; 2024Q4: 32,076 shares; 2025Q1: 25,182 shares; 2025Q2: 24,751 shares; 2025Q3: 23,371 shares 23,371 $1.59M 0.02% -1,380 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,492 shares; 2024Q4: 77,517 shares; 2025Q1: 79,798 shares; 2025Q2: 65,658 shares; 2025Q3: 66,919 shares 66,919 $1.59M 0.02% +1,261 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,854 shares; 2024Q4: 29,986 shares; 2025Q1: 31,017 shares; 2025Q2: 26,906 shares; 2025Q3: 33,528 shares 33,528 $1.57M 0.02% +6,622 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,013 shares; 2024Q4: 42,747 shares; 2025Q1: 44,621 shares; 2025Q2: 44,891 shares; 2025Q3: 31,430 shares 31,430 $1.57M 0.02% -13,461 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,853 shares; 2024Q4: 26,327 shares; 2025Q1: 26,506 shares; 2025Q2: 30,614 shares; 2025Q3: 30,485 shares 30,485 $1.56M 0.02% -129 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,519 shares; 2024Q4: 6,682 shares; 2025Q1: 5,651 shares; 2025Q2: 5,886 shares; 2025Q3: 5,700 shares 5,700 $1.56M 0.02% -186 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,060 shares; 2024Q4: 11,545 shares; 2025Q1: 12,863 shares; 2025Q2: 13,395 shares; 2025Q3: 11,700 shares 11,700 $1.56M 0.02% -1,695 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,738 shares; 2025Q1: 36,902 shares; 2025Q2: 38,604 shares; 2025Q3: 47,138 shares 47,138 $1.56M 0.02% +8,534 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,428 shares; 2024Q4: 9,132 shares; 2025Q1: 8,890 shares; 2025Q2: 8,501 shares; 2025Q3: 8,069 shares 8,069 $1.55M 0.02% -432 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,166 shares; 2025Q1: 5,678 shares; 2025Q2: 5,652 shares; 2025Q3: 5,590 shares 5,590 $1.55M 0.02% -62 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,528 shares; 2024Q4: 23,460 shares; 2025Q1: 24,455 shares; 2025Q2: 26,960 shares; 2025Q3: 25,280 shares 25,280 $1.55M 0.02% -1,680 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,721 shares; 2024Q4: 38,485 shares; 2025Q1: 35,885 shares; 2025Q2: 28,386 shares; 2025Q3: 30,901 shares 30,901 $1.54M 0.02% +2,515 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,988 shares; 2024Q4: 15,602 shares; 2025Q1: 16,568 shares; 2025Q2: 15,791 shares; 2025Q3: 15,311 shares 15,311 $1.54M 0.02% -480 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,319 shares; 2024Q4: 47,285 shares; 2025Q1: 47,254 shares; 2025Q2: 32,528 shares; 2025Q3: 38,536 shares 38,536 $1.52M 0.02% +6,008 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,185 shares; 2025Q1: 2,859 shares; 2025Q2: 2,381 shares; 2025Q3: 2,495 shares 2,495 $1.52M 0.02% +114 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 7,582 shares; 2025Q1: 9,051 shares; 2025Q2: 8,871 shares; 2025Q3: 7,731 shares 7,731 $1.52M 0.02% -1,140 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,057 shares; 2024Q4: 4,245 shares; 2025Q1: 3,788 shares; 2025Q2: 3,618 shares; 2025Q3: 3,590 shares 3,590 $1.52M 0.02% -28 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,521 shares; 2025Q3: 75,564 shares 75,564 $1.51M 0.02% +43 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,296 shares; 2024Q4: 13,821 shares; 2025Q1: 14,611 shares; 2025Q2: 14,202 shares; 2025Q3: 14,039 shares 14,039 $1.51M 0.02% -163 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,623 shares; 2025Q1: 8,448 shares; 2025Q2: 8,079 shares; 2025Q3: 8,042 shares 8,042 $1.5M 0.02% -37 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 4,962 shares; 2025Q1: 5,015 shares; 2025Q2: 5,532 shares; 2025Q3: 4,612 shares 4,612 $1.49M 0.02% -920 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,897 shares; 2024Q4: 5,188 shares; 2025Q1: 10,299 shares; 2025Q2: 16,967 shares; 2025Q3: 16,572 shares 16,572 $1.49M 0.02% -395 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,223 shares; 2024Q4: 42,329 shares; 2025Q1: 41,893 shares; 2025Q2: 41,473 shares; 2025Q3: 40,054 shares 40,054 $1.49M 0.02% -1,419 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,136 shares; 2025Q1: 30,136 shares; 2025Q2: 29,887 shares; 2025Q3: 33,454 shares 33,454 $1.49M 0.02% +3,567 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,538 shares; 2025Q1: 3,740 shares; 2025Q2: 4,893 shares; 2025Q3: 5,166 shares 5,166 $1.48M 0.02% +273 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 32,771 shares; 2025Q1: 10,058 shares; 2025Q2: 10,678 shares; 2025Q3: 14,578 shares 14,578 $1.47M 0.02% +3,900 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,457 shares; 2024Q4: 58,266 shares; 2025Q1: 50,477 shares; 2025Q2: 49,420 shares; 2025Q3: 43,835 shares 43,835 $1.46M 0.02% -5,585 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,557 shares; 2024Q4: 15,609 shares; 2025Q1: 15,613 shares; 2025Q2: 15,638 shares; 2025Q3: 15,681 shares 15,681 $1.45M 0.01% +43 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,241 shares; 2024Q4: 51,171 shares; 2025Q1: 56,780 shares; 2025Q2: 49,610 shares; 2025Q3: 53,118 shares 53,118 $1.43M 0.01% +3,508 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,965 shares; 2024Q4: 43,475 shares; 2025Q1: 41,285 shares; 2025Q2: 34,024 shares; 2025Q3: 31,582 shares 31,582 $1.42M 0.01% -2,442 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,471 shares; 2024Q4: 7,768 shares; 2025Q1: 9,769 shares; 2025Q2: 13,516 shares; 2025Q3: 16,132 shares 16,132 $1.42M 0.01% +2,616 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,334 shares; 2024Q4: 15,292 shares; 2025Q1: 14,851 shares; 2025Q2: 14,008 shares; 2025Q3: 13,772 shares 13,772 $1.42M 0.01% -236 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,247 shares; 2024Q4: 24,488 shares; 2025Q1: 40,417 shares; 2025Q2: 42,620 shares; 2025Q3: 45,943 shares 45,943 $1.4M 0.01% +3,323 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,107 shares; 2024Q4: 5,811 shares; 2025Q1: 5,180 shares; 2025Q2: 5,368 shares; 2025Q3: 5,386 shares 5,386 $1.4M 0.01% +18 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,627 shares; 2024Q4: 11,853 shares; 2025Q1: 12,547 shares; 2025Q2: 13,069 shares; 2025Q3: 12,458 shares 12,458 $1.4M 0.01% -611 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,384 shares; 2024Q4: 5,271 shares; 2025Q1: 6,180 shares; 2025Q2: 5,940 shares; 2025Q3: 5,854 shares 5,854 $1.4M 0.01% -86 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,703 shares; 2024Q4: 12,122 shares; 2025Q1: 10,325 shares; 2025Q2: 10,447 shares; 2025Q3: 10,325 shares 10,325 $1.39M 0.01% -122 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 3,556 shares; 2025Q1: 3,873 shares; 2025Q2: 13,299 shares; 2025Q3: 13,577 shares 13,577 $1.38M 0.01% +278 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 3,511 shares; 2025Q1: 3,742 shares; 2025Q2: 3,747 shares; 2025Q3: 3,543 shares 3,543 $1.38M 0.01% -204 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,078 shares; 2024Q4: 3,209 shares; 2025Q1: 3,329 shares; 2025Q2: 2,849 shares; 2025Q3: 2,847 shares 2,847 $1.38M 0.01% -2 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,327 shares; 2024Q4: 15,305 shares; 2025Q1: 28,831 shares; 2025Q2: 26,929 shares; 2025Q3: 30,087 shares 30,087 $1.38M 0.01% +3,158 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,074 shares; 2025Q1: 4,287 shares; 2025Q2: 7,243 shares; 2025Q3: 6,466 shares 6,466 $1.37M 0.01% -777 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 12,485 shares; 2025Q1: 13,796 shares; 2025Q2: 15,238 shares; 2025Q3: 10,571 shares 10,571 $1.37M 0.01% -4,667 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,986 shares; 2024Q4: 18,495 shares; 2025Q1: 31,532 shares; 2025Q2: 29,970 shares; 2025Q3: 29,222 shares 29,222 $1.37M 0.01% -748 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,793 shares; 2024Q4: 53,571 shares; 2025Q1: 41,914 shares; 2025Q2: 43,654 shares; 2025Q3: 43,742 shares 43,742 $1.37M 0.01% +88 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,756 shares; 2024Q4: 1,612 shares; 2025Q1: 1,642 shares; 2025Q2: 1,712 shares; 2025Q3: 1,456 shares 1,456 $1.36M 0.01% -256 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,480 shares; 2024Q4: 101,005 shares; 2025Q1: 83,781 shares; 2025Q2: 51,812 shares; 2025Q3: 37,836 shares 37,836 $1.36M 0.01% -13,976 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,478 shares; 2024Q4: 29,906 shares; 2025Q1: 29,634 shares; 2025Q2: 30,087 shares; 2025Q3: 29,376 shares 29,376 $1.35M 0.01% -711 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 821 shares; 2025Q1: 777 shares; 2025Q2: 774 shares; 2025Q3: 753 shares 753 $1.35M 0.01% -21 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,351 shares; 2024Q4: 29,151 shares; 2025Q1: 23,410 shares; 2025Q2: 19,758 shares; 2025Q3: 22,613 shares 22,613 $1.34M 0.01% +2,855 RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,303 shares; 2025Q1: 5,500 shares; 2025Q2: 5,380 shares; 2025Q3: 5,263 shares 5,263 $1.34M 0.01% -117 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,521 shares; 2024Q4: 10,648 shares; 2025Q1: 9,352 shares; 2025Q2: 8,950 shares; 2025Q3: 8,479 shares 8,479 $1.34M 0.01% -471 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,920 shares; 2024Q4: 31,817 shares; 2025Q1: 29,865 shares; 2025Q2: 25,644 shares; 2025Q3: 27,440 shares 27,440 $1.32M 0.01% +1,796 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 4,886 shares; 2025Q1: 5,259 shares; 2025Q2: 5,048 shares; 2025Q3: 4,845 shares 4,845 $1.32M 0.01% -203 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,021 shares; 2024Q4: 7,552 shares; 2025Q1: 7,960 shares; 2025Q2: 7,892 shares; 2025Q3: 7,773 shares 7,773 $1.32M 0.01% -119 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,074 shares; 2024Q4: 2,651 shares; 2025Q1: 2,534 shares; 2025Q2: 2,047 shares; 2025Q3: 1,886 shares 1,886 $1.32M 0.01% -161 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,238 shares; 2024Q4: 5,094 shares; 2025Q1: 5,248 shares; 2025Q2: 4,782 shares; 2025Q3: 4,710 shares 4,710 $1.32M 0.01% -72 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,476 shares; 2024Q4: 7,654 shares; 2025Q1: 6,985 shares; 2025Q2: 6,330 shares; 2025Q3: 5,960 shares 5,960 $1.31M 0.01% -370 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,856 shares; 2024Q4: 6,624 shares; 2025Q1: 8,240 shares; 2025Q2: 7,172 shares; 2025Q3: 6,504 shares 6,504 $1.31M 0.01% -668 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,950 shares; 2025Q2: 28,850 shares; 2025Q3: 39,941 shares 39,941 $1.31M 0.01% +11,091 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,064 shares; 2025Q1: 12,783 shares; 2025Q2: 14,943 shares; 2025Q3: 15,422 shares 15,422 $1.3M 0.01% +479 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 5,002 shares; 2025Q1: 5,508 shares; 2025Q2: 5,512 shares; 2025Q3: 5,425 shares 5,425 $1.29M 0.01% -87 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 3,518 shares; 2025Q1: 3,823 shares; 2025Q2: 3,791 shares; 2025Q3: 3,867 shares 3,867 $1.29M 0.01% +76 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,536 shares; 2024Q4: 122,097 shares; 2025Q1: 124,389 shares; 2025Q2: 128,282 shares; 2025Q3: 129,401 shares 129,401 $1.28M 0.01% +1,119 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,201 shares; 2024Q4: 15,187 shares; 2025Q1: 11,816 shares; 2025Q2: 10,508 shares; 2025Q3: 10,084 shares 10,084 $1.28M 0.01% -424 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,318 shares; 2025Q1: 10,332 shares; 2025Q2: 10,360 shares; 2025Q3: 10,410 shares 10,410 $1.27M 0.01% +50 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 6,314 shares; 2025Q1: 5,694 shares; 2025Q2: 7,076 shares; 2025Q3: 6,772 shares 6,772 $1.27M 0.01% -304 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,392 shares; 2025Q2: 30,688 shares; 2025Q3: 33,443 shares 33,443 $1.27M 0.01% +2,755 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,228 shares; 2024Q4: 38,279 shares; 2025Q1: 37,138 shares; 2025Q2: 26,486 shares; 2025Q3: 26,250 shares 26,250 $1.26M 0.01% -236 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,887 shares; 2024Q4: 85,103 shares; 2025Q1: 85,437 shares; 2025Q2: 121,930 shares; 2025Q3: 95,774 shares 95,774 $1.26M 0.01% -26,156 Timeline SSFI STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,023 shares; 2024Q4: 20,689 shares; 2025Q1: 62,894 shares; 2025Q2: 55,468 shares; 2025Q3: 58,399 shares 58,399 $1.26M 0.01% +2,931 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,581 shares; 2024Q4: 2,546 shares; 2025Q1: 2,715 shares; 2025Q2: 2,567 shares; 2025Q3: 2,545 shares 2,545 $1.26M 0.01% -22 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,034 shares; 2025Q3: 18,299 shares 18,299 $1.25M 0.01% +4,265 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 16,853 shares; 2025Q1: 9,136 shares; 2025Q2: 9,548 shares; 2025Q3: 10,118 shares 10,118 $1.25M 0.01% +570 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,842 shares; 2024Q4: 23,380 shares; 2025Q1: 22,949 shares; 2025Q2: 21,582 shares; 2025Q3: 21,129 shares 21,129 $1.24M 0.01% -453 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,797 shares; 2024Q4: 26,257 shares; 2025Q1: 18,666 shares; 2025Q2: 9,312 shares; 2025Q3: 18,378 shares 18,378 $1.24M 0.01% +9,066 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,382 shares; 2024Q4: 14,377 shares; 2025Q1: 15,165 shares; 2025Q2: 15,097 shares; 2025Q3: 14,800 shares 14,800 $1.24M 0.01% -297 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,477 shares; 2024Q4: 73,326 shares; 2025Q1: 71,777 shares; 2025Q2: 73,058 shares; 2025Q3: 77,114 shares 77,114 $1.23M 0.01% +4,056 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,337 shares; 2024Q4: 20,026 shares; 2025Q1: 20,893 shares; 2025Q2: 21,080 shares; 2025Q3: 20,626 shares 20,626 $1.23M 0.01% -454 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,142 shares; 2025Q1: 2,229 shares; 2025Q2: 2,148 shares; 2025Q3: 2,110 shares 2,110 $1.23M 0.01% -38 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,802 shares; 2025Q1: 11,807 shares; 2025Q2: 18,517 shares; 2025Q3: 23,217 shares 23,217 $1.21M 0.01% +4,700 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,294 shares; 2024Q4: 32,125 shares; 2025Q1: 25,495 shares; 2025Q2: 25,851 shares; 2025Q3: 24,982 shares 24,982 $1.21M 0.01% -869 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,447 shares; 2024Q4: 29,591 shares; 2025Q1: 26,860 shares; 2025Q2: 26,691 shares; 2025Q3: 26,695 shares 26,695 $1.21M 0.01% +4 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 3,093 shares; 2025Q1: 2,700 shares; 2025Q2: 2,699 shares; 2025Q3: 2,454 shares 2,454 $1.21M 0.01% -245 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 8,548 shares; 2025Q1: 8,786 shares; 2025Q2: 8,530 shares; 2025Q3: 8,413 shares 8,413 $1.2M 0.01% -117 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,914 shares; 2024Q4: 6,941 shares; 2025Q1: 5,164 shares; 2025Q2: 4,510 shares; 2025Q3: 3,852 shares 3,852 $1.2M 0.01% -658 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,215 shares; 2024Q4: 12,218 shares; 2025Q1: 12,295 shares; 2025Q2: 11,597 shares; 2025Q3: 13,040 shares 13,040 $1.19M 0.01% +1,443 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,735 shares; 2024Q4: 8,528 shares; 2025Q1: 8,240 shares; 2025Q2: 9,309 shares; 2025Q3: 9,805 shares 9,805 $1.19M 0.01% +496 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,937 shares; 2025Q1: 7,413 shares; 2025Q2: 7,435 shares; 2025Q3: 7,351 shares 7,351 $1.19M 0.01% -84 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,969 shares; 2024Q4: 11,061 shares; 2025Q1: 10,917 shares; 2025Q2: 10,758 shares; 2025Q3: 9,131 shares 9,131 $1.18M 0.01% -1,627 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,738 shares; 2024Q4: 57,889 shares; 2025Q1: 57,409 shares; 2025Q2: 57,409 shares; 2025Q3: 60,427 shares 60,427 $1.18M 0.01% +3,018 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,133 shares; 2025Q1: 13,654 shares; 2025Q2: 15,267 shares; 2025Q3: 14,286 shares 14,286 $1.18M 0.01% -981 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,864 shares; 2024Q4: 16,676 shares; 2025Q1: 18,079 shares; 2025Q2: 30,648 shares; 2025Q3: 29,825 shares 29,825 $1.17M 0.01% -823 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,492 shares; 2024Q4: 35,033 shares; 2025Q1: 20,381 shares; 2025Q2: 19,516 shares; 2025Q3: 18,806 shares 18,806 $1.16M 0.01% -710 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,861 shares; 2024Q4: 26,713 shares; 2025Q1: 23,982 shares; 2025Q2: 23,310 shares; 2025Q3: 23,065 shares 23,065 $1.16M 0.01% -245 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,461 shares; 2024Q4: 39,779 shares; 2025Q1: 23,745 shares; 2025Q2: 20,954 shares; 2025Q3: 21,008 shares 21,008 $1.16M 0.01% +54 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,041 shares; 2024Q4: 3,942 shares; 2025Q1: 3,654 shares; 2025Q2: 4,393 shares; 2025Q3: 4,456 shares 4,456 $1.16M 0.01% +63 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,318 shares; 2024Q4: 7,528 shares; 2025Q1: 4,830 shares; 2025Q2: 4,782 shares; 2025Q3: 4,719 shares 4,719 $1.16M 0.01% -63 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,934 shares; 2024Q4: 12,958 shares; 2025Q1: 11,313 shares; 2025Q2: 13,573 shares; 2025Q3: 13,202 shares 13,202 $1.15M 0.01% -371 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 24,679 shares; 2025Q1: 29,971 shares; 2025Q2: 32,412 shares; 2025Q3: 43,556 shares 43,556 $1.15M 0.01% +11,144 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,292 shares 2,292 $1.14M 0.01% +22 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,661 shares; 2024Q4: 71,523 shares; 2025Q1: 64,622 shares; 2025Q2: 67,724 shares; 2025Q3: 26,157 shares 26,157 $1.14M 0.01% -41,567 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,002 shares; 2024Q4: 139,449 shares; 2025Q1: 55,968 shares; 2025Q2: 55,968 shares; 2025Q3: 54,785 shares 54,785 $1.13M 0.01% -1,183 FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,912 shares; 2024Q4: 1,716 shares; 2025Q1: 1,302 shares; 2025Q2: 1,423 shares; 2025Q3: 1,373 shares 1,373 $1.13M 0.01% -50 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,946 shares; 2024Q4: 336,506 shares; 2025Q1: 24,972 shares; 2025Q2: 21,904 shares; 2025Q3: 21,397 shares 21,397 $1.13M 0.01% -507 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,433 shares; 2024Q4: 13,790 shares; 2025Q1: 14,618 shares; 2025Q2: 14,688 shares; 2025Q3: 14,366 shares 14,366 $1.13M 0.01% -322 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 6,612 shares; 2025Q1: 7,619 shares; 2025Q2: 6,144 shares; 2025Q3: 5,468 shares 5,468 $1.12M 0.01% -676 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,659 shares; 2024Q4: 17,221 shares; 2025Q1: 16,877 shares; 2025Q2: 15,815 shares; 2025Q3: 15,608 shares 15,608 $1.12M 0.01% -207 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,719 shares; 2024Q4: 12,675 shares; 2025Q1: 12,328 shares; 2025Q2: 11,973 shares; 2025Q3: 11,978 shares 11,978 $1.12M 0.01% +5 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,812 shares; 2024Q4: 13,901 shares; 2025Q1: 14,482 shares; 2025Q2: 15,680 shares; 2025Q3: 15,641 shares 15,641 $1.12M 0.01% -39 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 11,628 shares; 2025Q1: 10,805 shares; 2025Q2: 11,289 shares; 2025Q3: 11,864 shares 11,864 $1.11M 0.01% +575 Timeline CLVT CLARIVATE PLC More: the full row for CLARIVATE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,773 shares; 2024Q4: 280,411 shares; 2025Q1: 295,028 shares; 2025Q2: 297,631 shares; 2025Q3: 290,277 shares 290,277 $1.11M 0.01% -7,354 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,862 shares; 2024Q4: 33,942 shares; 2025Q1: 26,662 shares; 2025Q2: 23,548 shares; 2025Q3: 23,327 shares 23,327 $1.11M 0.01% -221 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,250 shares; 2024Q4: 9,360 shares; 2025Q1: 9,832 shares; 2025Q2: 11,392 shares; 2025Q3: 11,921 shares 11,921 $1.11M 0.01% +529 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,746 shares; 2024Q4: 15,700 shares; 2025Q1: 15,652 shares; 2025Q2: 15,253 shares; 2025Q3: 15,330 shares 15,330 $1.11M 0.01% +77 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,578 shares; 2024Q4: 55,571 shares; 2025Q1: 77,041 shares; 2025Q2: 11,160 shares; 2025Q3: 13,079 shares 13,079 $1.1M 0.01% +1,919 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 3,000 shares; 2025Q1: 3,142 shares; 2025Q2: 10,249 shares; 2025Q3: 10,171 shares 10,171 $1.1M 0.01% -78 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,501 shares; 2025Q1: 5,497 shares; 2025Q2: 5,672 shares; 2025Q3: 5,101 shares 5,101 $1.09M 0.01% -571 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,119 shares; 2025Q2: 53,280 shares; 2025Q3: 44,877 shares 44,877 $1.09M 0.01% -8,403 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,384 shares; 2024Q4: 14,370 shares; 2025Q1: 14,644 shares; 2025Q2: 13,406 shares; 2025Q3: 13,116 shares 13,116 $1.09M 0.01% -290 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 2,944 shares; 2025Q1: 5,156 shares; 2025Q2: 5,428 shares; 2025Q3: 5,550 shares 5,550 $1.09M 0.01% +122 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,635 shares; 2024Q4: 12,159 shares; 2025Q1: 11,098 shares; 2025Q2: 10,788 shares; 2025Q3: 10,480 shares 10,480 $1.09M 0.01% -308 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 14,377 shares; 2025Q1: 5,991 shares; 2025Q2: 6,772 shares; 2025Q3: 5,695 shares 5,695 $1.08M 0.01% -1,077 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,393 shares; 2024Q4: 5,377 shares; 2025Q1: 5,384 shares; 2025Q2: 3,772 shares; 2025Q3: 3,404 shares 3,404 $1.08M 0.01% -368 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,919 shares; 2024Q4: 50,664 shares; 2025Q1: 47,612 shares; 2025Q2: 45,310 shares; 2025Q3: 46,760 shares 46,760 $1.08M 0.01% +1,450 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,685 shares; 2025Q3: 5,503 shares 5,503 $1.08M 0.01% +1,818 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 4,821 shares; 2025Q1: 5,160 shares; 2025Q2: 5,123 shares; 2025Q3: 4,730 shares 4,730 $1.08M 0.01% -393 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,556 shares; 2024Q4: 5,097 shares; 2025Q1: 3,017 shares; 2025Q2: 2,144 shares; 2025Q3: 5,088 shares 5,088 $1.06M 0.01% +2,944 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 10,788 shares; 2025Q1: 10,834 shares; 2025Q2: 8,531 shares; 2025Q3: 8,282 shares 8,282 $1.06M 0.01% -249 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,062 shares; 2025Q1: 4,849 shares; 2025Q2: 4,906 shares; 2025Q3: 3,903 shares 3,903 $1.04M 0.01% -1,003 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,963 shares; 2024Q4: 7,314 shares; 2025Q1: 6,688 shares; 2025Q2: 6,611 shares; 2025Q3: 6,813 shares 6,813 $1.04M 0.01% +202 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,943 shares; 2024Q4: 9,319 shares; 2025Q1: 9,348 shares; 2025Q2: 8,825 shares; 2025Q3: 9,006 shares 9,006 $1.03M 0.01% +181 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,099 shares; 2024Q4: 33,022 shares; 2025Q1: 18,359 shares; 2025Q2: 23,848 shares; 2025Q3: 13,611 shares 13,611 $1.03M 0.01% -10,237 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,978 shares; 2025Q1: 4,093 shares; 2025Q2: 4,008 shares; 2025Q3: 4,057 shares 4,057 $1.03M 0.01% +49 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,473 shares; 2025Q2: 4,338 shares; 2025Q3: 4,600 shares 4,600 $1.02M 0.01% +262 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 5,605 shares 5,605 $1.02M 0.01% +3,321 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,148 shares; 2024Q4: 12,180 shares; 2025Q1: 13,070 shares; 2025Q2: 12,571 shares; 2025Q3: 12,560 shares 12,560 $1.01M 0.01% -11 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,029 shares; 2024Q4: 10,675 shares; 2025Q1: 8,526 shares; 2025Q2: 6,794 shares; 2025Q3: 7,252 shares 7,252 $1.01M 0.01% +458 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,320 shares; 2024Q4: 66,520 shares; 2025Q1: 69,520 shares; 2025Q2: 69,524 shares; 2025Q3: 69,524 shares 69,524 $1M 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,080 shares; 2024Q4: 6,728 shares; 2025Q1: 7,506 shares; 2025Q2: 7,642 shares; 2025Q3: 7,817 shares 7,817 $1M 0.01% +175 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 21,574 shares; 2025Q1: 21,368 shares; 2025Q2: 21,368 shares; 2025Q3: 20,828 shares 20,828 $994K 0.01% -540 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,148 shares; 2025Q1: 3,564 shares; 2025Q2: 12,229 shares; 2025Q3: 13,072 shares 13,072 $994K 0.01% +843 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 3,455 shares; 2025Q1: 4,300 shares; 2025Q2: 5,007 shares; 2025Q3: 4,618 shares 4,618 $991K 0.01% -389 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 7,416 shares; 2025Q1: 6,519 shares; 2025Q2: 7,286 shares; 2025Q3: 7,086 shares 7,086 $990K 0.01% -200 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,416 shares; 2024Q4: 21,070 shares; 2025Q1: 16,769 shares; 2025Q2: 16,897 shares; 2025Q3: 15,847 shares 15,847 $990K 0.01% -1,050 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 2,465 shares; 2025Q1: 2,926 shares; 2025Q2: 3,040 shares; 2025Q3: 3,006 shares 3,006 $989K 0.01% -34 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,300 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 2,453 shares 2,453 $987K 0.01% +1,414 Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,457 shares; 2025Q1: 47,566 shares; 2025Q2: 47,956 shares; 2025Q3: 47,316 shares 47,316 $985K 0.01% -640 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,449 shares; 2024Q4: 10,722 shares; 2025Q1: 10,536 shares; 2025Q2: 10,312 shares; 2025Q3: 10,249 shares 10,249 $983K 0.01% -63 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,102 shares; 2024Q4: 3,260 shares; 2025Q1: 3,270 shares; 2025Q2: 3,306 shares; 2025Q3: 7,806 shares 7,806 $982K 0.01% +4,500 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 638 shares; 2025Q1: 2,861 shares; 2025Q2: 3,623 shares; 2025Q3: 2,981 shares 2,981 $981K 0.01% -642 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 12,085 shares; 2025Q1: 15,819 shares; 2025Q2: 16,480 shares; 2025Q3: 15,942 shares 15,942 $972K 0.01% -538 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,371 shares; 2024Q4: 7,366 shares; 2025Q1: 8,504 shares; 2025Q2: 8,685 shares; 2025Q3: 8,642 shares 8,642 $969K 0.01% -43 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: 10,056 shares; 2025Q1: 10,820 shares; 2025Q2: 10,960 shares; 2025Q3: 10,758 shares 10,758 $968K 0.01% -202 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,610 shares; 2025Q3: 92,223 shares 92,223 $966K 0.01% +51,613 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,605 shares; 2025Q3: 14,082 shares 14,082 $965K 0.01% +4,477 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,820 shares; 2024Q4: 52,625 shares; 2025Q1: 54,471 shares; 2025Q2: 55,233 shares; 2025Q3: 38,268 shares 38,268 $964K 0.01% -16,965 JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,507 shares; 2024Q4: 62,486 shares; 2025Q1: 12,673 shares; 2025Q2: 16,297 shares; 2025Q3: 16,740 shares 16,740 $963K 0.01% +443 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,659 shares; 2025Q1: 62,659 shares; 2025Q2: 42,659 shares; 2025Q3: 17,659 shares 17,659 $962K 0.01% -25,000 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,486 shares; 2024Q4: 42,722 shares; 2025Q1: 40,632 shares; 2025Q2: 38,232 shares; 2025Q3: 17,573 shares 17,573 $962K 0.01% -20,659 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,264 shares; 2025Q1: 30,001 shares; 2025Q2: 30,595 shares; 2025Q3: 29,861 shares 29,861 $962K 0.01% -734 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,059 shares; 2024Q4: 33,399 shares; 2025Q1: 32,354 shares; 2025Q2: 34,190 shares; 2025Q3: 33,393 shares 33,393 $961K 0.01% -797 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,850 shares; 2025Q3: 20,050 shares 20,050 $954K 0.01% +8,200 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 6,385 shares; 2025Q1: 6,180 shares; 2025Q2: 5,865 shares; 2025Q3: 5,866 shares 5,866 $953K 0.01% +1 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,053 shares; 2024Q4: 2,510 shares; 2025Q1: 1,277 shares; 2025Q2: 1,334 shares; 2025Q3: 1,327 shares 1,327 $952K 0.01% -7 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,818 shares; 2025Q2: 15,054 shares; 2025Q3: 14,669 shares 14,669 $941K 0.01% -385 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,212 shares; 2024Q4: 12,160 shares; 2025Q1: 14,260 shares; 2025Q2: 14,378 shares; 2025Q3: 14,053 shares 14,053 $940K 0.01% -325 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,194 shares; 2024Q4: 1,174 shares; 2025Q1: 1,181 shares; 2025Q2: 1,282 shares; 2025Q3: 1,268 shares 1,268 $935K 0.01% -14 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,503 shares; 2025Q1: 7,180 shares; 2025Q2: 11,446 shares; 2025Q3: 14,494 shares 14,494 $933K 0.01% +3,048 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,418 shares; 2025Q3: 3,483 shares 3,483 $932K 0.01% +65 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,095 shares; 2025Q1: 8,172 shares; 2025Q2: 10,847 shares; 2025Q3: 35,039 shares 35,039 $931K 0.01% +24,192 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 8,860 shares; 2025Q1: 8,991 shares; 2025Q2: 8,996 shares; 2025Q3: 9,002 shares 9,002 $927K 0.01% +6 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,131 shares; 2024Q4: 35,983 shares; 2025Q1: 36,223 shares; 2025Q2: 31,248 shares; 2025Q3: 30,599 shares 30,599 $925K 0.01% -649 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,513 shares; 2024Q4: 24,223 shares; 2025Q1: 21,690 shares; 2025Q2: 19,395 shares; 2025Q3: 19,336 shares 19,336 $924K 0.01% -59 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,247 shares; 2025Q1: 4,242 shares; 2025Q2: 4,120 shares; 2025Q3: 4,112 shares 4,112 $923K 0.01% -8 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 5,391 shares; 2025Q1: 5,392 shares; 2025Q2: 4,732 shares; 2025Q3: 4,381 shares 4,381 $923K 0.01% -351 JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,964 shares; 2024Q4: 8,134 shares; 2025Q1: 9,250 shares; 2025Q2: 9,101 shares; 2025Q3: 8,364 shares 8,364 $920K 0.01% -737 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 830 shares; 2025Q1: 393 shares; 2025Q2: 409 shares; 2025Q3: 962 shares 962 $917K 0.01% +553 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,041 shares; 2025Q1: 1,470 shares; 2025Q2: 1,393 shares; 2025Q3: 1,207 shares 1,207 $915K 0.01% -186 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,392 shares; 2024Q4: 22,381 shares; 2025Q1: 22,398 shares; 2025Q2: 22,366 shares; 2025Q3: 22,366 shares 22,366 $914K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,806 shares; 2024Q4: 12,965 shares; 2025Q1: 13,846 shares; 2025Q2: 11,993 shares; 2025Q3: 11,984 shares 11,984 $913K 0.01% -9 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 6,972 shares; 2025Q1: 6,811 shares; 2025Q2: 6,549 shares; 2025Q3: 7,080 shares 7,080 $908K 0.01% +531 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,043 shares; 2024Q4: 20,996 shares; 2025Q1: 17,986 shares; 2025Q2: 16,915 shares; 2025Q3: 14,324 shares 14,324 $907K 0.01% -2,591 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,081 shares; 2025Q1: 3,082 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares 3,081 $907K 0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,040 shares; 2024Q4: 30,250 shares; 2025Q1: 35,253 shares; 2025Q2: 35,762 shares; 2025Q3: 90,634 shares 90,634 $904K 0.01% +54,872 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,125 shares; 2024Q4: 22,491 shares; 2025Q1: 23,554 shares; 2025Q2: 25,863 shares; 2025Q3: 25,656 shares 25,656 $903K 0.01% -207 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 2,976 shares; 2025Q1: 3,972 shares; 2025Q2: 4,382 shares; 2025Q3: 4,728 shares 4,728 $901K 0.01% +346 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 11,467 shares; 2025Q1: 12,026 shares; 2025Q2: 12,014 shares; 2025Q3: 11,798 shares 11,798 $898K 0.01% -216 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 3,531 shares; 2025Q1: 4,391 shares; 2025Q2: 1,645 shares; 2025Q3: 1,588 shares 1,588 $898K 0.01% -57 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,692 shares; 2025Q1: 2,488 shares; 2025Q2: 2,819 shares; 2025Q3: 2,650 shares 2,650 $894K 0.01% -169 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,387 shares; 2025Q1: 3,933 shares; 2025Q2: 3,696 shares; 2025Q3: 3,728 shares 3,728 $893K 0.01% +32 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,610 shares; 2024Q4: 13,473 shares; 2025Q1: 14,169 shares; 2025Q2: 16,313 shares; 2025Q3: 15,738 shares 15,738 $893K 0.01% -575 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 8,590 shares; 2025Q1: 8,724 shares; 2025Q2: 7,842 shares; 2025Q3: 7,785 shares 7,785 $892K 0.01% -57 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,777 shares; 2024Q4: 10,977 shares; 2025Q1: 10,977 shares; 2025Q2: 10,977 shares; 2025Q3: 10,977 shares 10,977 $890K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,345 shares; 2025Q1: 14,761 shares; 2025Q2: 12,673 shares; 2025Q3: 12,673 shares 12,673 $886K 0.01% 0 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,745 shares; 2025Q1: 28,056 shares; 2025Q2: 27,727 shares; 2025Q3: 27,193 shares 27,193 $885K 0.01% -534 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,261 shares; 2024Q4: 48,387 shares; 2025Q1: 48,387 shares; 2025Q2: 44,554 shares; 2025Q3: 44,554 shares 44,554 $883K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,896 shares; 2025Q1: 5,540 shares; 2025Q2: 4,255 shares; 2025Q3: 4,267 shares 4,267 $883K 0.01% +12 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 4,969 shares; 2025Q1: 5,728 shares; 2025Q2: 5,763 shares; 2025Q3: 5,580 shares 5,580 $882K 0.01% -183 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 3,537 shares; 2025Q1: 4,139 shares; 2025Q2: 3,940 shares; 2025Q3: 3,738 shares 3,738 $881K 0.01% -202 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 15,346 shares; 2025Q1: 17,012 shares; 2025Q2: 18,078 shares; 2025Q3: 25,770 shares 25,770 $880K 0.01% +7,692 Timeline PRKS UNITED PARKS & RESORTS INC More: the full row for UNITED PARKS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,130 shares; 2025Q1: 17,096 shares; 2025Q2: 17,151 shares; 2025Q3: 17,025 shares 17,025 $880K 0.01% -126 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,466 shares; 2025Q3: 11,965 shares 11,965 $877K 0.01% +8,499 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,656 shares; 2025Q3: 17,833 shares 17,833 $871K 0.01% +4,177 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 687 shares; 2025Q1: 1,009 shares; 2025Q2: 943 shares; 2025Q3: 911 shares 911 $870K 0.01% -32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 4,209 shares; 2025Q1: 5,014 shares; 2025Q2: 4,550 shares; 2025Q3: 5,066 shares 5,066 $863K 0.01% +516 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 18,150 shares; 2025Q1: 17,782 shares; 2025Q2: 18,353 shares; 2025Q3: 18,028 shares 18,028 $859K 0.01% -325 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,975 shares; 2024Q4: 7,569 shares; 2025Q1: 7,690 shares; 2025Q2: 10,982 shares; 2025Q3: 11,216 shares 11,216 $857K 0.01% +234 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,641 shares; 2024Q4: 19,230 shares; 2025Q1: 17,789 shares; 2025Q2: 17,660 shares; 2025Q3: 16,975 shares 16,975 $856K 0.01% -685 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 34,929 shares; 2025Q1: 38,196 shares; 2025Q2: 34,549 shares; 2025Q3: 33,884 shares 33,884 $856K 0.01% -665 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,519 shares; 2025Q3: 17,627 shares 17,627 $855K 0.01% +4,108 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 7,128 shares; 2025Q1: 5,885 shares; 2025Q2: 4,868 shares; 2025Q3: 4,884 shares 4,884 $855K 0.01% +16 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,587 shares; 2024Q4: 16,583 shares; 2025Q1: 14,239 shares; 2025Q2: 14,770 shares; 2025Q3: 16,324 shares 16,324 $853K 0.01% +1,554 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,342 shares; 2025Q1: 6,855 shares; 2025Q2: 7,232 shares; 2025Q3: 8,525 shares 8,525 $851K 0.01% +1,293 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,180 shares; 2024Q4: 10,083 shares; 2025Q1: 10,099 shares; 2025Q2: 10,060 shares; 2025Q3: 9,998 shares 9,998 $849K 0.01% -62 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 11,513 shares; 2025Q1: 12,291 shares; 2025Q2: 12,615 shares; 2025Q3: 11,817 shares 11,817 $841K 0.01% -798 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 2,402 shares; 2025Q1: 1,376 shares; 2025Q2: 1,332 shares; 2025Q3: 1,764 shares 1,764 $840K 0.01% +432 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,850 shares; 2024Q4: 52,716 shares; 2025Q1: 47,085 shares; 2025Q2: 44,620 shares; 2025Q3: 42,815 shares 42,815 $836K 0.01% -1,805 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 25,147 shares; 2025Q1: 22,569 shares; 2025Q2: 19,299 shares; 2025Q3: 16,773 shares 16,773 $835K 0.01% -2,526 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,913 shares; 2024Q4: 2,963 shares; 2025Q1: 3,864 shares; 2025Q2: 4,744 shares; 2025Q3: 4,702 shares 4,702 $834K 0.01% -42 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,686 shares; 2024Q4: 12,346 shares; 2025Q1: 14,018 shares; 2025Q2: 14,039 shares; 2025Q3: 14,039 shares 14,039 $834K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,686 shares; 2024Q4: 7,537 shares; 2025Q1: 8,079 shares; 2025Q2: 8,100 shares; 2025Q3: 7,965 shares 7,965 $831K 0.01% -135 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 657 shares; 2024Q4: 3,149 shares; 2025Q1: 2,944 shares; 2025Q2: 2,899 shares; 2025Q3: 2,954 shares 2,954 $828K 0.01% +55 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,604 shares; 2024Q4: 8,391 shares; 2025Q1: 8,200 shares; 2025Q2: 7,448 shares; 2025Q3: 7,640 shares 7,640 $821K 0.01% +192 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,355 shares; 2024Q4: 10,315 shares; 2025Q1: 10,327 shares; 2025Q2: 8,929 shares; 2025Q3: 8,617 shares 8,617 $821K 0.01% -312 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,035 shares; 2024Q4: 34,035 shares; 2025Q1: 34,035 shares; 2025Q2: 34,883 shares; 2025Q3: 34,713 shares 34,713 $820K 0.01% -170 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,805 shares; 2024Q4: 8,857 shares; 2025Q1: 7,003 shares; 2025Q2: 5,861 shares; 2025Q3: 5,679 shares 5,679 $820K 0.01% -182 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 3,321 shares 3,321 $818K 0.01% +1,041 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,359 shares; 2025Q3: 3,699 shares 3,699 $816K 0.01% +1,340 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,924 shares; 2025Q1: 5,989 shares; 2025Q2: 6,559 shares; 2025Q3: 7,256 shares 7,256 $814K 0.01% +697 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,357 shares; 2024Q4: 8,569 shares; 2025Q1: 8,542 shares; 2025Q2: 8,528 shares; 2025Q3: 8,629 shares 8,629 $814K 0.01% +101 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 10,012 shares; 2025Q1: 10,688 shares; 2025Q2: 10,654 shares; 2025Q3: 10,504 shares 10,504 $813K 0.01% -150 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,778 shares 5,778 $812K 0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 18,802 shares; 2025Q1: 25,218 shares; 2025Q2: 25,678 shares; 2025Q3: 31,012 shares 31,012 $808K 0.01% +5,334 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,659 shares; 2024Q4: 24,591 shares; 2025Q1: 17,140 shares; 2025Q2: 32,125 shares; 2025Q3: 33,024 shares 33,024 $806K 0.01% +899 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 151 shares; 2025Q1: 183 shares; 2025Q2: 186 shares; 2025Q3: 421 shares 421 $805K 0.01% +235 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,504 shares; 2024Q4: 25,023 shares; 2025Q1: 7,674 shares; 2025Q2: 7,627 shares; 2025Q3: 7,663 shares 7,663 $801K 0.01% +36 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 4,085 shares; 2025Q1: 4,058 shares; 2025Q2: 2,497 shares; 2025Q3: 2,451 shares 2,451 $800K 0.01% -46 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,828 shares; 2025Q1: 17,264 shares; 2025Q2: 17,164 shares; 2025Q3: 16,858 shares 16,858 $799K 0.01% -306 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,897 shares; 2025Q1: 16,621 shares; 2025Q2: 12,850 shares; 2025Q3: 12,721 shares 12,721 $798K 0.01% -129 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,464 shares; 2024Q4: 17,086 shares; 2025Q1: 10,979 shares; 2025Q2: 10,328 shares; 2025Q3: 10,380 shares 10,380 $795K 0.01% +52 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 4,489 shares; 2025Q1: 4,653 shares; 2025Q2: 4,159 shares; 2025Q3: 3,860 shares 3,860 $791K 0.01% -299 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 3,729 shares; 2025Q3: 4,676 shares 4,676 $788K 0.01% +947 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,647 shares; 2024Q4: 2,267 shares; 2025Q1: 2,293 shares; 2025Q2: 2,380 shares; 2025Q3: 2,271 shares 2,271 $786K 0.01% -109 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,327 shares; 2024Q4: 6,320 shares; 2025Q1: 7,134 shares; 2025Q2: 6,668 shares; 2025Q3: 6,661 shares 6,661 $785K 0.01% -7 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,924 shares; 2024Q4: 34,298 shares; 2025Q1: 34,298 shares; 2025Q2: 33,121 shares; 2025Q3: 33,121 shares 33,121 $784K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,280 shares; 2024Q4: 9,141 shares; 2025Q1: 10,332 shares; 2025Q2: 10,241 shares; 2025Q3: 10,026 shares 10,026 $781K 0.01% -215 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,998 shares; 2024Q4: 4,492 shares; 2025Q1: 5,004 shares; 2025Q2: 5,990 shares; 2025Q3: 5,495 shares 5,495 $779K 0.01% -495 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,023 shares; 2024Q4: 7,708 shares; 2025Q1: 9,887 shares; 2025Q2: 10,138 shares; 2025Q3: 9,453 shares 9,453 $779K 0.01% -685 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 1,934 shares; 2025Q1: 1,970 shares; 2025Q2: 2,017 shares; 2025Q3: 2,211 shares 2,211 $767K 0.01% +194 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,795 shares; 2024Q4: 14,848 shares; 2025Q1: 14,854 shares; 2025Q2: 14,879 shares; 2025Q3: 14,895 shares 14,895 $767K 0.01% +16 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,639 shares; 2024Q4: 16,700 shares; 2025Q1: 18,863 shares; 2025Q2: 17,051 shares; 2025Q3: 16,185 shares 16,185 $765K 0.01% -866 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 2,974 shares; 2025Q1: 3,241 shares; 2025Q2: 3,251 shares; 2025Q3: 3,172 shares 3,172 $756K 0.01% -79 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 1 shares 1 $754K 0.01% -2 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,609 shares; 2024Q4: 48,414 shares; 2025Q1: 26,700 shares; 2025Q2: 27,447 shares; 2025Q3: 26,531 shares 26,531 $751K 0.01% -916 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 10,700 shares; 2025Q1: 10,731 shares; 2025Q2: 8,142 shares; 2025Q3: 7,939 shares 7,939 $745K 0.01% -203 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,080 shares; 2025Q1: 57,732 shares; 2025Q2: 61,328 shares; 2025Q3: 60,147 shares 60,147 $745K 0.01% -1,181 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,906 shares; 2024Q4: 3,061 shares; 2025Q1: 3,339 shares; 2025Q2: 3,500 shares; 2025Q3: 2,850 shares 2,850 $739K 0.01% -650 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,768 shares; 2025Q1: 16,453 shares; 2025Q2: 15,119 shares; 2025Q3: 13,867 shares 13,867 $739K 0.01% -1,252 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 11,728 shares; 2025Q1: 11,728 shares; 2025Q2: 11,728 shares; 2025Q3: 11,728 shares 11,728 $738K 0.01% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,395 shares; 2025Q3: 28,395 shares 28,395 $735K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,069 shares; 2025Q1: 3,464 shares; 2025Q2: 3,465 shares; 2025Q3: 3,127 shares 3,127 $735K 0.01% -338 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,299 shares 2,299 $726K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 5,835 shares; 2025Q1: 7,008 shares; 2025Q2: 7,845 shares; 2025Q3: 8,904 shares 8,904 $726K 0.01% +1,059 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,828 shares; 2024Q4: 17,174 shares; 2025Q1: 13,570 shares; 2025Q2: 12,585 shares; 2025Q3: 10,723 shares 10,723 $725K 0.01% -1,862 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,330 shares; 2024Q4: 13,331 shares; 2025Q1: 13,530 shares; 2025Q2: 13,353 shares; 2025Q3: 13,649 shares 13,649 $722K 0.01% +296 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,088 shares; 2025Q1: 2,376 shares; 2025Q2: 3,316 shares; 2025Q3: 3,198 shares 3,198 $721K 0.01% -118 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 15,547 shares; 2025Q1: 15,547 shares; 2025Q2: 15,547 shares; 2025Q3: 15,547 shares 15,547 $721K 0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: 18,312 shares; 2025Q1: 18,262 shares; 2025Q2: 17,388 shares; 2025Q3: 17,575 shares 17,575 $721K 0.01% +187 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,904 shares; 2024Q4: 6,884 shares; 2025Q1: 7,533 shares; 2025Q2: 7,184 shares; 2025Q3: 7,766 shares 7,766 $718K 0.01% +582 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,611 shares; 2025Q1: 1,607 shares; 2025Q2: 1,559 shares; 2025Q3: 1,548 shares 1,548 $718K 0.01% -11 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,619 shares; 2024Q4: 14,956 shares; 2025Q1: 9,544 shares; 2025Q2: 9,375 shares; 2025Q3: 8,092 shares 8,092 $717K 0.01% -1,283 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,531 shares; 2025Q1: 25,312 shares; 2025Q2: 21,021 shares; 2025Q3: 20,571 shares 20,571 $717K 0.01% -450 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,276 shares; 2025Q1: 8,206 shares; 2025Q2: 8,214 shares; 2025Q3: 8,260 shares 8,260 $716K 0.01% +46 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,225 shares; 2024Q4: 10,144 shares; 2025Q1: 8,504 shares; 2025Q2: 8,571 shares; 2025Q3: 7,964 shares 7,964 $714K 0.01% -607 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 2,911 shares; 2025Q1: 2,919 shares; 2025Q2: 2,928 shares; 2025Q3: 2,924 shares 2,924 $714K 0.01% -4 Timeline NAGE NIAGEN BIOSCIENCE INC More: the full row for NIAGEN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,414 shares; 2024Q4: 61,069 shares; 2025Q1: 67,388 shares; 2025Q2: 78,722 shares; 2025Q3: 76,385 shares 76,385 $713K 0.01% -2,337 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,645 shares; 2024Q4: 18,080 shares; 2025Q1: 18,156 shares; 2025Q2: 16,329 shares; 2025Q3: 16,151 shares 16,151 $711K 0.01% -178 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,673 shares; 2024Q4: 8,734 shares; 2025Q1: 8,712 shares; 2025Q2: 7,697 shares; 2025Q3: 5,622 shares 5,622 $709K 0.01% -2,075 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,612 shares; 2024Q4: 32,594 shares; 2025Q1: 33,684 shares; 2025Q2: 29,751 shares; 2025Q3: 31,493 shares 31,493 $707K 0.01% +1,742 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,477 shares; 2024Q4: 3,896 shares; 2025Q1: 1,878 shares; 2025Q2: 1,809 shares; 2025Q3: 2,011 shares 2,011 $706K 0.01% +202 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,727 shares; 2025Q1: 4,588 shares; 2025Q2: 5,463 shares; 2025Q3: 4,950 shares 4,950 $705K 0.01% -513 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,765 shares; 2025Q2: 4,135 shares; 2025Q3: 3,678 shares 3,678 $705K 0.01% -457 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,964 shares; 2024Q4: 29,396 shares; 2025Q1: 27,036 shares; 2025Q2: 25,481 shares; 2025Q3: 30,744 shares 30,744 $704K 0.01% +5,263 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,622 shares 13,622 $704K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,705 shares; 2025Q1: 3,159 shares; 2025Q2: 3,106 shares; 2025Q3: 2,977 shares 2,977 $703K 0.01% -129 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,200 shares 25,200 $703K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,568 shares; 2024Q4: 6,217 shares; 2025Q1: 6,182 shares; 2025Q2: 6,194 shares; 2025Q3: 6,347 shares 6,347 $702K 0.01% +153 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,294 shares; 2025Q2: 16,201 shares; 2025Q3: 18,359 shares 18,359 $702K 0.01% +2,158 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,493 shares; 2025Q1: 61,954 shares; 2025Q2: 64,668 shares; 2025Q3: 64,650 shares 64,650 $701K 0.01% -18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,478 shares; 2025Q1: 1,644 shares; 2025Q2: 2,232 shares; 2025Q3: 2,346 shares 2,346 $697K 0.01% +114 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,895 shares; 2024Q4: 8,796 shares; 2025Q1: 8,601 shares; 2025Q2: 8,627 shares; 2025Q3: 8,635 shares 8,635 $690K 0.01% +8 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,064 shares; 2024Q4: 11,838 shares; 2025Q1: 8,354 shares; 2025Q2: 8,914 shares; 2025Q3: 11,254 shares 11,254 $684K 0.01% +2,340 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 6,225 shares; 2025Q1: 4,681 shares; 2025Q2: 4,684 shares; 2025Q3: 4,689 shares 4,689 $684K 0.01% +5 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,316 shares; 2024Q4: 14,525 shares; 2025Q1: 13,928 shares; 2025Q2: 14,139 shares; 2025Q3: 14,342 shares 14,342 $683K 0.01% +203 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 6,769 shares; 2025Q1: 4,890 shares; 2025Q2: 4,581 shares; 2025Q3: 4,048 shares 4,048 $682K 0.01% -533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 14,318 shares; 2025Q1: 14,318 shares; 2025Q2: 14,318 shares; 2025Q3: 14,318 shares 14,318 $680K 0.01% 0 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,397 shares; 2024Q4: 10,197 shares; 2025Q1: 10,486 shares; 2025Q2: 10,425 shares; 2025Q3: 10,412 shares 10,412 $679K 0.01% -13 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 881 shares; 2025Q1: 1,164 shares; 2025Q2: 1,246 shares; 2025Q3: 1,241 shares 1,241 $679K 0.01% -5 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,938 shares; 2024Q4: 5,882 shares; 2025Q1: 5,684 shares; 2025Q2: 5,627 shares; 2025Q3: 5,627 shares 5,627 $675K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: 1,270 shares; 2025Q1: 1,338 shares; 2025Q2: 1,709 shares; 2025Q3: 1,627 shares 1,627 $674K 0.01% -82 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,568 shares; 2024Q4: 23,664 shares; 2025Q1: 29,934 shares; 2025Q2: 30,509 shares; 2025Q3: 29,382 shares 29,382 $674K 0.01% -1,127 Timeline PAYS PAYSIGN INC More: the full row for PAYSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,834 shares; 2024Q4: 120,834 shares; 2025Q1: 120,834 shares; 2025Q2: 120,834 shares; 2025Q3: 107,077 shares 107,077 $674K 0.01% -13,757 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,158 shares; 2024Q4: 17,120 shares; 2025Q1: 13,400 shares; 2025Q2: 12,193 shares; 2025Q3: 13,343 shares 13,343 $670K 0.01% +1,150 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 2,027 shares; 2025Q1: not reported; 2025Q2: 4,065 shares; 2025Q3: 4,728 shares 4,728 $669K 0.01% +663 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,286 shares; 2025Q1: 9,835 shares; 2025Q2: 9,331 shares; 2025Q3: 9,148 shares 9,148 $668K 0.01% -183 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,100 shares; 2024Q4: 37,616 shares; 2025Q1: 24,577 shares; 2025Q2: 24,241 shares; 2025Q3: 21,994 shares 21,994 $666K 0.01% -2,247 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,234 shares; 2025Q3: 5,930 shares 5,930 $666K 0.01% +696 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 3,175 shares; 2025Q1: 3,434 shares; 2025Q2: 3,446 shares; 2025Q3: 3,359 shares 3,359 $664K 0.01% -87 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 10,674 shares; 2025Q2: 10,448 shares; 2025Q3: 10,418 shares 10,418 $662K 0.01% -30 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,230 shares; 2024Q4: 15,119 shares; 2025Q1: 12,269 shares; 2025Q2: 10,462 shares; 2025Q3: 7,261 shares 7,261 $660K 0.01% -3,201 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,155 shares; 2024Q4: 34,527 shares; 2025Q1: 30,443 shares; 2025Q2: 30,443 shares; 2025Q3: 33,488 shares 33,488 $660K 0.01% +3,045 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,505 shares; 2024Q4: 20,479 shares; 2025Q1: 22,648 shares; 2025Q2: 15,001 shares; 2025Q3: 14,795 shares 14,795 $659K 0.01% -206 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: 10,001 shares; 2025Q1: 10,176 shares; 2025Q2: 9,136 shares; 2025Q3: 8,950 shares 8,950 $656K 0.01% -186 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,954 shares; 2024Q4: 4,869 shares; 2025Q1: 5,755 shares; 2025Q2: 5,946 shares; 2025Q3: 5,775 shares 5,775 $655K 0.01% -171 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,244 shares; 2025Q1: 7,054 shares; 2025Q2: 7,039 shares; 2025Q3: 6,983 shares 6,983 $653K 0.01% -56 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,054 shares; 2025Q1: 2,204 shares; 2025Q2: 2,210 shares; 2025Q3: 2,192 shares 2,192 $652K 0.01% -18 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,269 shares; 2024Q4: 12,269 shares; 2025Q1: 12,269 shares; 2025Q2: 12,270 shares; 2025Q3: 12,270 shares 12,270 $651K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,293 shares; 2024Q4: 9,329 shares; 2025Q1: 9,354 shares; 2025Q2: 9,389 shares; 2025Q3: 9,423 shares 9,423 $650K 0.01% +34 Timeline FVC FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,472 shares; 2024Q4: 25,334 shares; 2025Q1: 17,044 shares; 2025Q2: 18,352 shares; 2025Q3: 17,973 shares 17,973 $648K 0.01% -379 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 5,130 shares; 2025Q1: 5,629 shares; 2025Q2: 4,965 shares; 2025Q3: 4,889 shares 4,889 $648K 0.01% -76 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 10,574 shares; 2025Q1: 9,851 shares; 2025Q2: 10,146 shares; 2025Q3: 10,354 shares 10,354 $645K 0.01% +208 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,785 shares; 2024Q4: 6,579 shares; 2025Q1: 7,535 shares; 2025Q2: 7,616 shares; 2025Q3: 7,258 shares 7,258 $642K 0.01% -358 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,636 shares; 2024Q4: 14,636 shares; 2025Q1: 14,636 shares; 2025Q2: 14,636 shares; 2025Q3: 14,636 shares 14,636 $641K 0.01% 0 Timeline LARK LANDMARK BANCORP INC More: the full row for LANDMARK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 14,053 shares; 2025Q1: 24,128 shares; 2025Q2: 25,481 shares; 2025Q3: 24,001 shares 24,001 $641K 0.01% -1,480 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,893 shares; 2025Q1: 2,161 shares; 2025Q2: 2,205 shares; 2025Q3: 2,145 shares 2,145 $639K 0.01% -60 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,582 shares; 2024Q4: 16,501 shares; 2025Q1: 15,819 shares; 2025Q2: 8,181 shares; 2025Q3: 7,648 shares 7,648 $635K 0.01% -533 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,949 shares; 2024Q4: 35,427 shares; 2025Q1: 34,309 shares; 2025Q2: 33,106 shares; 2025Q3: 12,622 shares 12,622 $633K 0.01% -20,484 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,081 shares; 2024Q4: 12,108 shares; 2025Q1: 11,772 shares; 2025Q2: 11,772 shares; 2025Q3: 10,551 shares 10,551 $632K 0.01% -1,221 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,570 shares; 2025Q2: 2,712 shares; 2025Q3: 2,905 shares 2,905 $631K 0.01% +193 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,971 shares; 2024Q4: 41,568 shares; 2025Q1: 47,506 shares; 2025Q2: 30,277 shares; 2025Q3: 36,124 shares 36,124 $624K 0.01% +5,847 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,643 shares; 2025Q1: 15,455 shares; 2025Q2: 14,770 shares; 2025Q3: 14,549 shares 14,549 $622K 0.01% -221 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,021 shares; 2025Q1: 1,246 shares; 2025Q2: 1,120 shares; 2025Q3: 1,243 shares 1,243 $620K 0.01% +123 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 4,021 shares; 2025Q1: 3,738 shares; 2025Q2: 3,717 shares; 2025Q3: 4,449 shares 4,449 $619K 0.01% +732 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,584 shares; 2025Q1: 11,764 shares; 2025Q2: 11,055 shares; 2025Q3: 10,622 shares 10,622 $617K 0.01% -433 Timeline HDMV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,208 shares; 2025Q2: 17,752 shares; 2025Q3: 17,694 shares 17,694 $614K 0.01% -58 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,030 shares; 2024Q4: 14,117 shares; 2025Q1: 14,185 shares; 2025Q2: 12,835 shares; 2025Q3: 12,846 shares 12,846 $611K 0.01% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 8,872 shares; 2025Q1: 5,973 shares; 2025Q2: 6,189 shares; 2025Q3: 6,189 shares 6,189 $610K 0.01% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,276 shares; 2024Q4: 6,143 shares; 2025Q1: 5,906 shares; 2025Q2: 5,902 shares; 2025Q3: 5,203 shares 5,203 $608K 0.01% -699 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,176 shares; 2024Q4: 17,060 shares; 2025Q1: 23,138 shares; 2025Q2: 19,460 shares; 2025Q3: 19,916 shares 19,916 $605K 0.01% +456 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,553 shares; 2025Q1: 5,226 shares; 2025Q2: 4,930 shares; 2025Q3: 4,179 shares 4,179 $602K 0.01% -751 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 3,761 shares; 2025Q1: 4,273 shares; 2025Q2: 4,417 shares; 2025Q3: 3,812 shares 3,812 $598K 0.01% -605 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,463 shares; 2024Q4: 1,496 shares; 2025Q1: 2,056 shares; 2025Q2: 2,232 shares; 2025Q3: 2,273 shares 2,273 $598K 0.01% +41 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,615 shares; 2024Q4: 22,117 shares; 2025Q1: 24,198 shares; 2025Q2: 24,194 shares; 2025Q3: 23,982 shares 23,982 $595K 0.01% -212 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 4,215 shares; 2025Q1: 4,223 shares; 2025Q2: 4,727 shares; 2025Q3: 4,236 shares 4,236 $595K 0.01% -491 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 8,890 shares; 2025Q1: 7,699 shares; 2025Q2: 8,008 shares; 2025Q3: 8,008 shares 8,008 $593K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,140 shares; 2024Q4: 36,499 shares; 2025Q1: 32,940 shares; 2025Q2: 32,837 shares; 2025Q3: 12,485 shares 12,485 $593K 0.01% -20,352 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,078 shares; 2025Q1: 1,425 shares; 2025Q2: 1,519 shares; 2025Q3: 1,293 shares 1,293 $591K 0.01% -226 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,986 shares; 2024Q4: 5,699 shares; 2025Q1: 5,432 shares; 2025Q2: 6,208 shares; 2025Q3: 5,794 shares 5,794 $591K 0.01% -414 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 9,120 shares; 2025Q1: 9,049 shares; 2025Q2: 6,091 shares; 2025Q3: 6,426 shares 6,426 $590K 0.01% +335 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,033 shares; 2024Q4: 35,108 shares; 2025Q1: 36,262 shares; 2025Q2: 35,228 shares; 2025Q3: 34,636 shares 34,636 $587K 0.01% -592 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,616 shares 18,616 $587K 0.01% new Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,225 shares; 2024Q4: 106,807 shares; 2025Q1: 115,384 shares; 2025Q2: 45,580 shares; 2025Q3: 24,519 shares 24,519 $586K 0.01% -21,061 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,569 shares; 2025Q2: 42,623 shares; 2025Q3: 41,375 shares 41,375 $585K 0.01% -1,248 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,817 shares; 2024Q4: 2,700 shares; 2025Q1: 1,755 shares; 2025Q2: 1,615 shares; 2025Q3: 1,494 shares 1,494 $585K 0.01% -121 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,548 shares 18,548 $583K 0.01% new Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,466 shares; 2024Q4: 27,496 shares; 2025Q1: 20,638 shares; 2025Q2: 6,499 shares; 2025Q3: 6,677 shares 6,677 $582K 0.01% +178 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,290 shares; 2025Q1: 4,739 shares; 2025Q2: 4,730 shares; 2025Q3: 4,744 shares 4,744 $581K 0.01% +14 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,757 shares; 2024Q4: 11,018 shares; 2025Q1: 11,142 shares; 2025Q2: 10,903 shares; 2025Q3: 9,503 shares 9,503 $581K 0.01% -1,400 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,333 shares; 2025Q1: 7,495 shares; 2025Q2: 7,551 shares; 2025Q3: 8,157 shares 8,157 $580K 0.01% +606 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,127 shares; 2024Q4: 10,634 shares; 2025Q1: 12,727 shares; 2025Q2: 11,373 shares; 2025Q3: 9,894 shares 9,894 $574K 0.01% -1,479 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,455 shares; 2024Q4: 38,844 shares; 2025Q1: 40,307 shares; 2025Q2: 40,538 shares; 2025Q3: 40,371 shares 40,371 $573K 0.01% -167 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,197 shares; 2025Q1: 1,304 shares; 2025Q2: 1,326 shares; 2025Q3: 1,341 shares 1,341 $572K 0.01% +15 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 5,100 shares; 2025Q1: 5,163 shares; 2025Q2: 5,376 shares; 2025Q3: 3,893 shares 3,893 $570K 0.01% -1,483 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 18,978 shares; 2025Q1: 23,206 shares; 2025Q2: 24,058 shares; 2025Q3: 24,058 shares 24,058 $569K 0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,879 shares; 2024Q4: 1,891 shares; 2025Q1: 2,194 shares; 2025Q2: 2,448 shares; 2025Q3: 2,408 shares 2,408 $568K 0.01% -40 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,646 shares; 2025Q3: 17,282 shares 17,282 $566K 0.01% -1,364 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 11,145 shares; 2025Q1: 12,219 shares; 2025Q2: 9,652 shares; 2025Q3: 4,678 shares 4,678 $566K 0.01% -4,974 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,277 shares; 2024Q4: 3,846 shares; 2025Q1: 3,733 shares; 2025Q2: 5,205 shares; 2025Q3: 3,180 shares 3,180 $566K 0.01% -2,025 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,857 shares 7,857 $565K 0.01% new Timeline MAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,244 shares; 2024Q4: 84,044 shares; 2025Q1: 78,585 shares; 2025Q2: 174,955 shares; 2025Q3: 20,094 shares 20,094 $564K 0.01% -154,861 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,995 shares; 2025Q2: 7,978 shares; 2025Q3: 11,454 shares 11,454 $563K 0.01% +3,476 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,101 shares; 2024Q4: 4,089 shares; 2025Q1: 3,978 shares; 2025Q2: 3,978 shares; 2025Q3: 3,978 shares 3,978 $561K 0.01% 0 Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203,130 shares; 2025Q1: 210,688 shares; 2025Q2: 211,284 shares; 2025Q3: 209,079 shares 209,079 $560K 0.01% -2,205 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,362 shares; 2024Q4: 3,840 shares; 2025Q1: 3,918 shares; 2025Q2: 3,895 shares; 2025Q3: 3,940 shares 3,940 $557K 0.01% +45 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,862 shares; 2024Q4: 12,958 shares; 2025Q1: 12,171 shares; 2025Q2: 9,852 shares; 2025Q3: 8,280 shares 8,280 $555K 0.01% -1,572 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,197 shares; 2025Q1: 1,044 shares; 2025Q2: 1,023 shares; 2025Q3: 976 shares 976 $554K 0.01% -47 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 6,026 shares; 2025Q1: 5,909 shares; 2025Q2: 6,110 shares; 2025Q3: 5,713 shares 5,713 $551K 0.01% -397 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,895 shares; 2025Q1: 3,486 shares; 2025Q2: 3,597 shares; 2025Q3: 3,533 shares 3,533 $551K 0.01% -64 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,549 shares; 2024Q4: 31,409 shares; 2025Q1: 31,583 shares; 2025Q2: 26,509 shares; 2025Q3: 17,186 shares 17,186 $549K 0.01% -9,323 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,450 shares; 2025Q1: 3,042 shares; 2025Q2: 3,157 shares; 2025Q3: 3,067 shares 3,067 $548K 0.01% -90 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 5,022 shares; 2025Q1: 4,924 shares; 2025Q2: 4,714 shares; 2025Q3: 5,095 shares 5,095 $543K 0.01% +381 Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,591 shares; 2025Q1: 13,525 shares; 2025Q2: 13,512 shares; 2025Q3: 13,410 shares 13,410 $543K 0.01% -102 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,672 shares; 2024Q4: 23,731 shares; 2025Q1: 22,989 shares; 2025Q2: 21,977 shares; 2025Q3: 20,727 shares 20,727 $541K 0.01% -1,250 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 3,297 shares; 2025Q1: 3,557 shares; 2025Q2: not reported; 2025Q3: 7,673 shares 7,673 $540K 0.01% new Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 12,067 shares; 2025Q1: 12,360 shares; 2025Q2: 12,215 shares; 2025Q3: 11,924 shares 11,924 $540K 0.01% -291 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 6,097 shares; 2025Q1: 7,368 shares; 2025Q2: 6,632 shares; 2025Q3: 6,743 shares 6,743 $539K 0.01% +111 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,530 shares; 2024Q4: 17,230 shares; 2025Q1: 17,230 shares; 2025Q2: 13,723 shares; 2025Q3: 13,723 shares 13,723 $539K 0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,971 shares; 2025Q1: 2,221 shares; 2025Q2: 2,393 shares; 2025Q3: 2,361 shares 2,361 $536K 0.01% -32 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,691 shares; 2025Q1: 12,738 shares; 2025Q2: 12,476 shares; 2025Q3: 12,288 shares 12,288 $533K 0.01% -188 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,485 shares; 2025Q1: 2,937 shares; 2025Q2: 2,477 shares; 2025Q3: 1,971 shares 1,971 $532K 0.01% -506 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,223 shares; 2024Q4: 1,970 shares; 2025Q1: not reported; 2025Q2: 4,381 shares; 2025Q3: 4,376 shares 4,376 $531K 0.01% -5 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,013 shares; 2024Q4: 2,535 shares; 2025Q1: 3,338 shares; 2025Q2: 3,756 shares; 2025Q3: 3,727 shares 3,727 $531K 0.01% -29 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,173 shares; 2024Q4: 31,139 shares; 2025Q1: 13,028 shares; 2025Q2: 12,549 shares; 2025Q3: 11,957 shares 11,957 $529K 0.01% -592 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,670 shares; 2025Q1: 911 shares; 2025Q2: 810 shares; 2025Q3: 1,640 shares 1,640 $528K 0.01% +830 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,829 shares; 2024Q4: 15,240 shares; 2025Q1: 7,653 shares; 2025Q2: 7,861 shares; 2025Q3: 6,606 shares 6,606 $528K 0.01% -1,255 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 15,191 shares; 2025Q1: 14,794 shares; 2025Q2: 14,691 shares; 2025Q3: 13,409 shares 13,409 $526K 0.01% -1,282 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,974 shares; 2025Q1: 9,253 shares; 2025Q2: 9,255 shares; 2025Q3: 9,124 shares 9,124 $524K 0.01% -131 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,903 shares; 2025Q1: 28,591 shares; 2025Q2: 28,582 shares; 2025Q3: 28,302 shares 28,302 $524K 0.01% -280 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,974 shares; 2025Q2: 1,575 shares; 2025Q3: 1,922 shares 1,922 $523K 0.01% +347 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,551 shares; 2025Q1: 16,132 shares; 2025Q2: 16,132 shares; 2025Q3: 16,132 shares 16,132 $522K 0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,051 shares; 2025Q1: 1,165 shares; 2025Q2: 1,128 shares; 2025Q3: 961 shares 961 $522K 0.01% -167 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,972 shares; 2024Q4: 9,678 shares; 2025Q1: 10,881 shares; 2025Q2: 10,881 shares; 2025Q3: 10,972 shares 10,972 $521K 0.01% +91 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,886 shares; 2024Q4: 6,960 shares; 2025Q1: 8,482 shares; 2025Q2: 8,511 shares; 2025Q3: 8,612 shares 8,612 $521K 0.01% +101 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,259 shares; 2025Q1: 7,653 shares; 2025Q2: 6,022 shares; 2025Q3: 6,002 shares 6,002 $521K 0.01% -20 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,639 shares 6,639 $520K 0.01% new Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,841 shares; 2024Q4: 24,974 shares; 2025Q1: 25,682 shares; 2025Q2: 25,638 shares; 2025Q3: 25,186 shares 25,186 $520K 0.01% -452 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 5,180 shares 5,180 $520K 0.01% +39 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,575 shares; 2024Q4: 11,301 shares; 2025Q1: 11,932 shares; 2025Q2: 11,797 shares; 2025Q3: 11,555 shares 11,555 $518K 0.01% -242 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,197 shares; 2025Q1: 4,809 shares; 2025Q2: 4,869 shares; 2025Q3: 4,730 shares 4,730 $514K 0.01% -139 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 2,059 shares; 2025Q1: 2,621 shares; 2025Q2: 2,697 shares; 2025Q3: 2,626 shares 2,626 $513K 0.01% -71 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 5,835 shares; 2025Q1: 6,471 shares; 2025Q2: 6,674 shares; 2025Q3: 5,471 shares 5,471 $513K 0.01% -1,203 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 3,150 shares 3,150 $513K 0.01% -107 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 6,637 shares; 2025Q1: 7,039 shares; 2025Q2: 5,453 shares; 2025Q3: 5,485 shares 5,485 $511K 0.01% +32 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,955 shares; 2024Q4: 32,347 shares; 2025Q1: 20,003 shares; 2025Q2: 20,818 shares; 2025Q3: 20,818 shares 20,818 $511K 0.01% 0 WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 424 shares; 2025Q1: 432 shares; 2025Q2: 412 shares; 2025Q3: 412 shares 412 $509K 0.01% 0 TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 5,103 shares; 2025Q1: 4,880 shares; 2025Q2: 4,900 shares; 2025Q3: 4,935 shares 4,935 $507K 0.01% +35 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,361 shares; 2024Q4: 19,509 shares; 2025Q1: 10,138 shares; 2025Q2: 7,078 shares; 2025Q3: 7,500 shares 7,500 $505K 0.01% +422 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,279 shares; 2024Q4: 11,512 shares; 2025Q1: 12,276 shares; 2025Q2: 12,015 shares; 2025Q3: 11,647 shares 11,647 $504K 0.01% -368 Timeline PRSU PURSUIT ATTRACTIONS AND HOSP More: the full row for PURSUIT ATTRACTIONS AND HOSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,015 shares; 2024Q4: 13,517 shares; 2025Q1: 13,997 shares; 2025Q2: 13,988 shares; 2025Q3: 13,917 shares 13,917 $504K 0.01% -71 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,629 shares; 2024Q4: 3,555 shares; 2025Q1: 3,932 shares; 2025Q2: 3,878 shares; 2025Q3: 3,815 shares 3,815 $503K 0.01% -63 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,112 shares; 2025Q1: 2,925 shares; 2025Q2: 2,198 shares; 2025Q3: 2,188 shares 2,188 $502K 0.01% -10 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 13,198 shares; 2025Q1: 10,055 shares; 2025Q2: 9,406 shares; 2025Q3: 9,925 shares 9,925 $500K 0.01% +519 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 2,605 shares; 2025Q1: 4,641 shares; 2025Q2: 5,565 shares; 2025Q3: 5,163 shares 5,163 $498K 0.01% -402 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,219 shares; 2024Q4: 4,862 shares; 2025Q1: 3,397 shares; 2025Q2: 3,209 shares; 2025Q3: 6,677 shares 6,677 $498K 0.01% +3,468 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,484 shares; 2024Q4: 15,487 shares; 2025Q1: 17,945 shares; 2025Q2: 17,253 shares; 2025Q3: 17,160 shares 17,160 $496K 0.01% -93 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 6,959 shares; 2025Q1: 6,663 shares; 2025Q2: 6,668 shares; 2025Q3: 6,672 shares 6,672 $496K 0.01% +4 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,889 shares; 2024Q4: 7,274 shares; 2025Q1: 6,745 shares; 2025Q2: 6,932 shares; 2025Q3: 6,921 shares 6,921 $495K 0.01% -11 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,020 shares; 2025Q1: 1,023 shares; 2025Q2: 950 shares; 2025Q3: 784 shares 784 $494K 0.01% -166 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 1,510 shares; 2025Q3: 1,526 shares 1,526 $493K 0.01% +16 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,606 shares; 2024Q4: 8,076 shares; 2025Q1: 7,338 shares; 2025Q2: 6,696 shares; 2025Q3: 6,707 shares 6,707 $493K 0.01% +11 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,714 shares; 2025Q1: 5,569 shares; 2025Q2: 4,762 shares; 2025Q3: 4,779 shares 4,779 $493K 0.01% +17 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,176 shares; 2024Q4: 24,507 shares; 2025Q1: 31,266 shares; 2025Q2: 30,639 shares; 2025Q3: 30,846 shares 30,846 $492K 0.01% +207 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 5,588 shares; 2025Q1: 5,771 shares; 2025Q2: 5,583 shares; 2025Q3: 5,579 shares 5,579 $490K 0.01% -4 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,359 shares; 2024Q4: 5,531 shares; 2025Q1: 2,805 shares; 2025Q2: 2,811 shares; 2025Q3: 2,593 shares 2,593 $490K 0.01% -218 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,111 shares; 2024Q4: 18,859 shares; 2025Q1: 18,179 shares; 2025Q2: 20,304 shares; 2025Q3: 18,605 shares 18,605 $490K 0.01% -1,699 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 9,618 shares; 2025Q1: 12,633 shares; 2025Q2: 13,648 shares; 2025Q3: 13,169 shares 13,169 $489K 0.01% -479 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,378 shares; 2025Q1: 4,083 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares 3,020 $485K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,516 shares; 2024Q4: 8,454 shares; 2025Q1: 10,415 shares; 2025Q2: 9,753 shares; 2025Q3: 14,115 shares 14,115 $485K <0.01% +4,362 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 673 shares; 2024Q4: 111 shares; 2025Q1: 129 shares; 2025Q2: 126 shares; 2025Q3: 113 shares 113 $485K <0.01% -13 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,255 shares; 2024Q4: 12,702 shares; 2025Q1: 12,231 shares; 2025Q2: 9,014 shares; 2025Q3: 10,602 shares 10,602 $483K <0.01% +1,588 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 5,226 shares; 2025Q1: 5,713 shares; 2025Q2: 5,687 shares; 2025Q3: 5,465 shares 5,465 $480K <0.01% -222 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 2,817 shares 2,817 $479K <0.01% +894 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,290 shares; 2024Q4: 24,766 shares; 2025Q1: 23,626 shares; 2025Q2: 19,966 shares; 2025Q3: 23,293 shares 23,293 $475K <0.01% +3,327 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,932 shares; 2024Q4: 28,010 shares; 2025Q1: 11,872 shares; 2025Q2: 12,441 shares; 2025Q3: 10,155 shares 10,155 $475K <0.01% -2,286 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,116 shares; 2024Q4: 75,125 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,297 shares 7,297 $474K <0.01% new Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,299 shares; 2025Q1: 4,384 shares; 2025Q2: 4,380 shares; 2025Q3: 4,317 shares 4,317 $473K <0.01% -63 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,678 shares; 2024Q4: 11,201 shares; 2025Q1: 9,505 shares; 2025Q2: 10,585 shares; 2025Q3: 11,011 shares 11,011 $473K <0.01% +426 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,239 shares; 2025Q1: 1,930 shares; 2025Q2: 1,956 shares; 2025Q3: 2,182 shares 2,182 $473K <0.01% +226 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,240 shares; 2024Q4: 17,464 shares; 2025Q1: 19,599 shares; 2025Q2: 19,602 shares; 2025Q3: 18,896 shares 18,896 $469K <0.01% -706 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 10,512 shares; 2025Q1: 10,495 shares; 2025Q2: 10,542 shares; 2025Q3: 11,623 shares 11,623 $469K <0.01% +1,081 Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,120 shares; 2025Q2: 11,120 shares; 2025Q3: 17,120 shares 17,120 $467K <0.01% +6,000 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,208 shares; 2024Q4: 2,756 shares; 2025Q1: 4,238 shares; 2025Q2: 5,017 shares; 2025Q3: 4,941 shares 4,941 $466K <0.01% -76 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,767 shares; 2024Q4: 11,052 shares; 2025Q1: 9,399 shares; 2025Q2: 9,397 shares; 2025Q3: 9,214 shares 9,214 $464K <0.01% -183 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,259 shares; 2025Q1: 4,203 shares; 2025Q2: 4,177 shares; 2025Q3: 4,000 shares 4,000 $464K <0.01% -177 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,974 shares; 2024Q4: 29,912 shares; 2025Q1: 31,807 shares; 2025Q2: 31,763 shares; 2025Q3: 1,927 shares 1,927 $464K <0.01% -29,836 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,344 shares; 2024Q4: 25,689 shares; 2025Q1: 25,464 shares; 2025Q2: 22,470 shares; 2025Q3: 22,470 shares 22,470 $463K <0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 2,725 shares; 2025Q1: 2,663 shares; 2025Q2: 2,115 shares; 2025Q3: 2,161 shares 2,161 $462K <0.01% +46 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,169 shares; 2025Q1: 2,245 shares; 2025Q2: 2,454 shares; 2025Q3: 2,380 shares 2,380 $461K <0.01% -74 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 5,339 shares; 2025Q1: 6,438 shares; 2025Q2: 6,342 shares; 2025Q3: 5,482 shares 5,482 $461K <0.01% -860 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,891 shares; 2024Q4: 2,897 shares; 2025Q1: 3,321 shares; 2025Q2: 3,506 shares; 2025Q3: 3,476 shares 3,476 $459K <0.01% -30 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,073 shares; 2024Q4: 3,095 shares; 2025Q1: 3,718 shares; 2025Q2: 3,692 shares; 2025Q3: 3,759 shares 3,759 $459K <0.01% +67 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,540 shares; 2024Q4: 31,901 shares; 2025Q1: 2,810 shares; 2025Q2: 2,848 shares; 2025Q3: 2,624 shares 2,624 $459K <0.01% -224 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $457K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,858 shares; 2025Q1: 1,576 shares; 2025Q2: 1,541 shares; 2025Q3: 1,542 shares 1,542 $457K <0.01% +1 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,268 shares; 2025Q3: 31,152 shares 31,152 $457K <0.01% -116 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,585 shares; 2025Q1: 1,960 shares; 2025Q2: 1,972 shares; 2025Q3: 1,966 shares 1,966 $457K <0.01% -6 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 9,615 shares; 2025Q1: 13,101 shares; 2025Q2: 9,545 shares; 2025Q3: 9,330 shares 9,330 $455K <0.01% -215 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,793 shares; 2024Q4: 20,389 shares; 2025Q1: 18,673 shares; 2025Q2: 23,846 shares; 2025Q3: 26,486 shares 26,486 $454K <0.01% +2,640 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,559 shares; 2024Q4: 9,559 shares; 2025Q1: 9,559 shares; 2025Q2: 9,559 shares; 2025Q3: 9,559 shares 9,559 $452K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,754 shares 3,754 $451K <0.01% +190 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,218 shares; 2024Q4: 19,218 shares; 2025Q1: 19,218 shares; 2025Q2: 19,218 shares; 2025Q3: 19,218 shares 19,218 $450K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 4,801 shares; 2025Q1: 4,207 shares; 2025Q2: 3,577 shares; 2025Q3: 3,568 shares 3,568 $449K <0.01% -9 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 3,107 shares; 2025Q1: 3,237 shares; 2025Q2: 4,865 shares; 2025Q3: 4,607 shares 4,607 $447K <0.01% -258 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,485 shares; 2024Q4: 2,411 shares; 2025Q1: 2,258 shares; 2025Q2: 2,382 shares; 2025Q3: 2,089 shares 2,089 $447K <0.01% -293 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,728 shares; 2024Q4: 10,804 shares; 2025Q1: 8,804 shares; 2025Q2: 7,952 shares; 2025Q3: 7,981 shares 7,981 $447K <0.01% +29 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,213 shares; 2024Q4: 5,438 shares; 2025Q1: 5,551 shares; 2025Q2: 5,677 shares; 2025Q3: 6,111 shares 6,111 $446K <0.01% +434 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,281 shares; 2025Q1: 1,447 shares; 2025Q2: 1,576 shares; 2025Q3: 1,592 shares 1,592 $445K <0.01% +16 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 3,880 shares; 2025Q1: 3,971 shares; 2025Q2: 3,949 shares; 2025Q3: 3,974 shares 3,974 $444K <0.01% +25 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,353 shares; 2025Q1: 2,576 shares; 2025Q2: 2,577 shares; 2025Q3: 3,498 shares 3,498 $443K <0.01% +921 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,237 shares; 2024Q4: 12,593 shares; 2025Q1: not reported; 2025Q2: 24,815 shares; 2025Q3: 7,870 shares 7,870 $443K <0.01% -16,945 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,723 shares; 2024Q4: 3,017 shares; 2025Q1: 6,999 shares; 2025Q2: 6,829 shares; 2025Q3: 6,796 shares 6,796 $443K <0.01% -33 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,034 shares; 2024Q4: 13,949 shares; 2025Q1: 12,916 shares; 2025Q2: 12,302 shares; 2025Q3: 12,620 shares 12,620 $442K <0.01% +318 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 3,256 shares; 2025Q1: 3,343 shares; 2025Q2: 2,560 shares; 2025Q3: 2,511 shares 2,511 $441K <0.01% -49 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,631 shares; 2024Q4: 7,611 shares; 2025Q1: 8,152 shares; 2025Q2: 6,936 shares; 2025Q3: 6,546 shares 6,546 $441K <0.01% -390 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,761 shares; 2024Q4: 77,888 shares; 2025Q1: 24,159 shares; 2025Q2: 17,007 shares; 2025Q3: 20,443 shares 20,443 $441K <0.01% +3,436 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,090 shares; 2024Q4: 18,360 shares; 2025Q1: 17,943 shares; 2025Q2: 17,896 shares; 2025Q3: 17,501 shares 17,501 $439K <0.01% -395 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 590 shares; 2024Q4: 563 shares; 2025Q1: 744 shares; 2025Q2: 773 shares; 2025Q3: 686 shares 686 $438K <0.01% -87 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 4,363 shares; 2025Q1: 4,378 shares; 2025Q2: 4,363 shares; 2025Q3: 4,363 shares 4,363 $438K <0.01% 0 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,549 shares; 2024Q4: 16,935 shares; 2025Q1: 17,667 shares; 2025Q2: 17,331 shares; 2025Q3: 17,514 shares 17,514 $436K <0.01% +183 Timeline LOMA LOMA NEGRA C I A S A MTN 14 More: the full row for LOMA NEGRA C I A S A MTN 14 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,529 shares; 2025Q1: 63,303 shares; 2025Q2: 62,159 shares; 2025Q3: 59,127 shares 59,127 $436K <0.01% -3,032 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,903 shares; 2024Q4: 15,696 shares; 2025Q1: 16,748 shares; 2025Q2: 17,205 shares; 2025Q3: 17,295 shares 17,295 $435K <0.01% +90 Timeline