XMMO 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: 4,111 shares; 2024Q4: 28,065 shares; 2025Q1: 18,702 shares; 2025Q2: 20,721 shares; 2025Q3: 18,751 shares 18,751 $2.54M 0.02% -1,970 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,659 shares; 2024Q4: 56,105 shares; 2025Q1: 59,058 shares; 2025Q2: 65,562 shares; 2025Q3: 55,237 shares 55,237 $2.53M 0.02% -10,325 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 4,274 shares; 2025Q1: 4,461 shares; 2025Q2: 4,494 shares; 2025Q3: 4,832 shares 4,832 $2.53M 0.02% +338 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,367 shares; 2024Q4: 68,982 shares; 2025Q1: 55,543 shares; 2025Q2: 59,230 shares; 2025Q3: 53,227 shares 53,227 $2.51M 0.02% -6,003 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,032 shares; 2024Q4: 19,953 shares; 2025Q1: 23,946 shares; 2025Q2: 24,045 shares; 2025Q3: 29,621 shares 29,621 $2.51M 0.02% +5,576 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: 26,752 shares; 2024Q4: 29,536 shares; 2025Q1: 29,737 shares; 2025Q2: 25,438 shares; 2025Q3: 26,982 shares 26,982 $2.5M 0.02% +1,544 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 8,113 shares; 2025Q1: 8,073 shares; 2025Q2: 7,891 shares; 2025Q3: 6,824 shares 6,824 $2.49M 0.02% -1,067 Timeline SNOV 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: 21,336 shares; 2025Q2: 19,700 shares; 2025Q3: 100,560 shares 100,560 $2.49M 0.02% +80,860 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,614 shares; 2024Q4: 19,961 shares; 2025Q1: 13,780 shares; 2025Q2: 11,676 shares; 2025Q3: 11,773 shares 11,773 $2.48M 0.02% +97 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: 3,771 shares; 2024Q4: 6,116 shares; 2025Q1: 12,328 shares; 2025Q2: 9,805 shares; 2025Q3: 10,042 shares 10,042 $2.47M 0.02% +237 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,618 shares; 2025Q2: 58,073 shares; 2025Q3: 58,568 shares 58,568 $2.46M 0.02% +495 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,783 shares; 2024Q4: 167,257 shares; 2025Q1: not reported; 2025Q2: 208,871 shares; 2025Q3: 62,024 shares 62,024 $2.46M 0.02% -146,847 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: 31,314 shares; 2024Q4: 38,556 shares; 2025Q1: 40,342 shares; 2025Q2: 35,804 shares; 2025Q3: 34,879 shares 34,879 $2.46M 0.02% -925 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,623 shares; 2025Q1: 44,846 shares; 2025Q2: 71,785 shares; 2025Q3: 77,305 shares 77,305 $2.45M 0.02% +5,520 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,912 shares; 2024Q4: 26,664 shares; 2025Q1: not reported; 2025Q2: 65,927 shares; 2025Q3: 72,708 shares 72,708 $2.44M 0.02% +6,781 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: 42,854 shares; 2024Q4: 56,806 shares; 2025Q1: 66,779 shares; 2025Q2: 36,565 shares; 2025Q3: 53,831 shares 53,831 $2.43M 0.02% +17,266 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 5,115 shares; 2025Q1: 9,610 shares; 2025Q2: 12,175 shares; 2025Q3: 16,991 shares 16,991 $2.4M 0.02% +4,816 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: 5,740 shares; 2024Q4: 6,547 shares; 2025Q1: 11,409 shares; 2025Q2: 11,857 shares; 2025Q3: 12,135 shares 12,135 $2.4M 0.02% +278 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,340 shares; 2024Q4: 101,965 shares; 2025Q1: 81,858 shares; 2025Q2: 83,474 shares; 2025Q3: 76,119 shares 76,119 $2.39M 0.02% -7,355 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: 18,126 shares; 2024Q4: 23,103 shares; 2025Q1: 26,911 shares; 2025Q2: not reported; 2025Q3: 23,709 shares 23,709 $2.38M 0.02% new 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: 5,460 shares; 2024Q4: 7,459 shares; 2025Q1: not reported; 2025Q2: 17,079 shares; 2025Q3: 17,988 shares 17,988 $2.38M 0.02% +909 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 8,635 shares; 2025Q1: 9,743 shares; 2025Q2: 9,911 shares; 2025Q3: 9,141 shares 9,141 $2.38M 0.02% -770 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,544 shares 31,544 $2.38M 0.02% new 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: 7,975 shares; 2024Q4: 16,160 shares; 2025Q1: 18,815 shares; 2025Q2: 19,619 shares; 2025Q3: 16,597 shares 16,597 $2.36M 0.02% -3,022 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,336 shares 31,336 $2.36M 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 19,654 shares; 2025Q1: 29,059 shares; 2025Q2: 47,790 shares; 2025Q3: 52,472 shares 52,472 $2.36M 0.02% +4,682 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: 9,354 shares; 2024Q4: 11,297 shares; 2025Q1: 10,576 shares; 2025Q2: 11,360 shares; 2025Q3: 11,733 shares 11,733 $2.36M 0.02% +373 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,241 shares; 2024Q4: 52,519 shares; 2025Q1: 77,630 shares; 2025Q2: 95,343 shares; 2025Q3: 54,511 shares 54,511 $2.35M 0.02% -40,832 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,884 shares; 2024Q4: 128,244 shares; 2025Q1: 127,843 shares; 2025Q2: 122,594 shares; 2025Q3: 121,008 shares 121,008 $2.33M 0.02% -1,586 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 10,768 shares; 2025Q3: 18,143 shares 18,143 $2.33M 0.02% +7,375 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,008 shares; 2025Q1: 75,669 shares; 2025Q2: 77,242 shares; 2025Q3: 82,966 shares 82,966 $2.32M 0.02% +5,724 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 13,579 shares; 2025Q1: not reported; 2025Q2: 13,837 shares; 2025Q3: 13,438 shares 13,438 $2.32M 0.02% -399 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 5,898 shares; 2025Q1: 2,674 shares; 2025Q2: not reported; 2025Q3: 9,419 shares 9,419 $2.31M 0.02% new Timeline IBTH 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: 149,107 shares; 2024Q4: 78,766 shares; 2025Q1: 87,836 shares; 2025Q2: 89,591 shares; 2025Q3: 101,854 shares 101,854 $2.29M 0.02% +12,263 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 6,070 shares 6,070 $2.29M 0.02% +3,708 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: 19,757 shares; 2024Q4: 23,950 shares; 2025Q1: 19,897 shares; 2025Q2: 26,224 shares; 2025Q3: 36,577 shares 36,577 $2.29M 0.02% +10,353 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,601 shares; 2024Q4: 33,152 shares; 2025Q1: 38,999 shares; 2025Q2: 25,320 shares; 2025Q3: 50,890 shares 50,890 $2.27M 0.02% +25,570 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: not reported; 2024Q4: not reported; 2025Q1: 47,946 shares; 2025Q2: 34,366 shares; 2025Q3: 64,216 shares 64,216 $2.26M 0.02% +29,850 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: 82,576 shares; 2024Q4: 120,661 shares; 2025Q1: not reported; 2025Q2: 133,968 shares; 2025Q3: 141,725 shares 141,725 $2.26M 0.02% +7,757 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: 4,377 shares; 2024Q4: 6,680 shares; 2025Q1: not reported; 2025Q2: 8,250 shares; 2025Q3: 6,505 shares 6,505 $2.25M 0.02% -1,745 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,905 shares; 2024Q4: 15,775 shares; 2025Q1: not reported; 2025Q2: 14,883 shares; 2025Q3: 14,089 shares 14,089 $2.25M 0.02% -794 Timeline TFLO 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: 59,646 shares; 2024Q4: 41,624 shares; 2025Q1: 37,675 shares; 2025Q2: 42,326 shares; 2025Q3: 44,504 shares 44,504 $2.25M 0.02% +2,178 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,116 shares; 2024Q4: 33,230 shares; 2025Q1: 35,415 shares; 2025Q2: 39,085 shares; 2025Q3: 37,604 shares 37,604 $2.25M 0.02% -1,481 CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,531 shares; 2024Q4: 29,073 shares; 2025Q1: not reported; 2025Q2: 26,232 shares; 2025Q3: 26,523 shares 26,523 $2.24M 0.02% +291 Timeline FXI 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: 40,011 shares; 2025Q1: 42,006 shares; 2025Q2: 47,847 shares; 2025Q3: 54,311 shares 54,311 $2.23M 0.02% +6,464 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: 23,151 shares; 2024Q4: 24,148 shares; 2025Q1: 23,666 shares; 2025Q2: 19,823 shares; 2025Q3: 15,241 shares 15,241 $2.23M 0.02% -4,582 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: 38,791 shares; 2024Q4: 37,752 shares; 2025Q1: 19,163 shares; 2025Q2: 27,036 shares; 2025Q3: 32,873 shares 32,873 $2.22M 0.02% +5,837 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,563 shares; 2024Q4: 45,361 shares; 2025Q1: 51,161 shares; 2025Q2: 47,564 shares; 2025Q3: 48,614 shares 48,614 $2.22M 0.02% +1,050 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,545 shares; 2025Q1: not reported; 2025Q2: 49,656 shares; 2025Q3: 49,541 shares 49,541 $2.22M 0.02% -115 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: 30,567 shares; 2024Q4: 37,205 shares; 2025Q1: 57,927 shares; 2025Q2: 54,294 shares; 2025Q3: 53,882 shares 53,882 $2.21M 0.02% -412 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,451 shares; 2024Q4: 22,117 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,129 shares 20,129 $2.21M 0.02% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,057 shares; 2025Q3: 9,309 shares 9,309 $2.19M 0.02% +252 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 7,681 shares; 2025Q1: not reported; 2025Q2: 7,538 shares; 2025Q3: 68,334 shares 68,334 $2.18M 0.02% +60,796 Timeline GJUL 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: 6,180 shares; 2025Q2: 5,980 shares; 2025Q3: 53,604 shares 53,604 $2.17M 0.02% +47,624 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: not reported; 2025Q1: 21,912 shares; 2025Q2: 30,526 shares; 2025Q3: 34,542 shares 34,542 $2.17M 0.02% +4,016 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares 2,758 $2.16M 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 4,724 shares; 2025Q1: 5,503 shares; 2025Q2: 6,051 shares; 2025Q3: 4,706 shares 4,706 $2.15M 0.02% -1,345 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: 14,171 shares; 2024Q4: 18,584 shares; 2025Q1: 18,748 shares; 2025Q2: 19,136 shares; 2025Q3: 18,948 shares 18,948 $2.15M 0.02% -188 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,976 shares; 2024Q4: 3,814 shares; 2025Q1: not reported; 2025Q2: 4,082 shares; 2025Q3: 8,376 shares 8,376 $2.15M 0.02% +4,294 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: 24,955 shares; 2024Q4: 26,020 shares; 2025Q1: 25,011 shares; 2025Q2: not reported; 2025Q3: 25,618 shares 25,618 $2.14M 0.02% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,901 shares; 2024Q4: 208,819 shares; 2025Q1: 239,044 shares; 2025Q2: 235,465 shares; 2025Q3: 233,690 shares 233,690 $2.13M 0.02% -1,775 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,374 shares; 2024Q4: 23,298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,184 shares 65,184 $2.13M 0.02% new Timeline JAAA 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: 6,521 shares; 2024Q4: 26,765 shares; 2025Q1: 34,494 shares; 2025Q2: 31,776 shares; 2025Q3: 41,863 shares 41,863 $2.13M 0.02% +10,087 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,348 shares; 2025Q1: 95,516 shares; 2025Q2: 115,377 shares; 2025Q3: 94,592 shares 94,592 $2.12M 0.02% -20,785 Timeline HYGW 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: 61,433 shares; 2025Q1: 59,542 shares; 2025Q2: 65,398 shares; 2025Q3: 69,703 shares 69,703 $2.12M 0.02% +4,305 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: 41,942 shares; 2024Q4: 47,545 shares; 2025Q1: 41,300 shares; 2025Q2: 42,202 shares; 2025Q3: 42,372 shares 42,372 $2.11M 0.02% +170 Timeline FLOT 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: 34,915 shares; 2024Q4: 43,264 shares; 2025Q1: 58,082 shares; 2025Q2: 51,632 shares; 2025Q3: 41,185 shares 41,185 $2.1M 0.02% -10,447 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 10,031 shares; 2025Q1: not reported; 2025Q2: 12,929 shares; 2025Q3: 12,085 shares 12,085 $2.09M 0.02% -844 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,248 shares; 2024Q4: 28,982 shares; 2025Q1: not reported; 2025Q2: 39,939 shares; 2025Q3: 41,189 shares 41,189 $2.08M 0.02% +1,250 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: 29,346 shares; 2024Q4: 41,417 shares; 2025Q1: 28,233 shares; 2025Q2: 31,535 shares; 2025Q3: 30,990 shares 30,990 $2.08M 0.02% -545 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,556 shares; 2024Q4: 69,189 shares; 2025Q1: 76,236 shares; 2025Q2: 81,553 shares; 2025Q3: 78,569 shares 78,569 $2.07M 0.02% -2,984 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,054 shares; 2024Q4: 41,758 shares; 2025Q1: 72,310 shares; 2025Q2: 73,913 shares; 2025Q3: 82,948 shares 82,948 $2.07M 0.02% +9,035 Timeline IBIK 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: 38,579 shares; 2024Q4: 65,103 shares; 2025Q1: not reported; 2025Q2: 53,910 shares; 2025Q3: 78,865 shares 78,865 $2.07M 0.02% +24,955 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,188 shares; 2024Q4: 34,781 shares; 2025Q1: 36,499 shares; 2025Q2: 38,210 shares; 2025Q3: 82,085 shares 82,085 $2.06M 0.02% +43,875 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,589 shares; 2024Q4: 41,156 shares; 2025Q1: 32,289 shares; 2025Q2: 44,023 shares; 2025Q3: 48,583 shares 48,583 $2.06M 0.02% +4,560 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,721 shares; 2024Q4: 5,089 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,354 shares 6,354 $2.05M 0.02% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED 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: 34,842 shares; 2025Q2: 20,586 shares; 2025Q3: 48,893 shares 48,893 $2.05M 0.02% +28,307 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: 23,964 shares; 2024Q4: 23,262 shares; 2025Q1: 25,400 shares; 2025Q2: 19,814 shares; 2025Q3: 20,798 shares 20,798 $2.04M 0.02% +984 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,792 shares; 2024Q4: 14,899 shares; 2025Q1: 16,705 shares; 2025Q2: 19,166 shares; 2025Q3: 29,188 shares 29,188 $2.04M 0.02% +10,022 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: 14,552 shares; 2024Q4: 17,228 shares; 2025Q1: 19,213 shares; 2025Q2: 18,883 shares; 2025Q3: 19,085 shares 19,085 $2.04M 0.02% +202 Timeline AIRR 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: 16,573 shares; 2025Q1: 20,967 shares; 2025Q2: 21,061 shares; 2025Q3: 21,004 shares 21,004 $2.03M 0.02% -57 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,209 shares 87,209 $2.03M 0.02% new Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,138 shares; 2025Q1: not reported; 2025Q2: 70,058 shares; 2025Q3: 77,782 shares 77,782 $2.02M 0.02% +7,724 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 21,340 shares; 2025Q2: 21,897 shares; 2025Q3: 19,387 shares 19,387 $2.02M 0.02% -2,510 Timeline IGIB 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: 27,207 shares; 2024Q4: 23,780 shares; 2025Q1: not reported; 2025Q2: 29,763 shares; 2025Q3: 37,246 shares 37,246 $2.02M 0.02% +7,483 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,781 shares; 2025Q1: 7,986 shares; 2025Q2: 17,469 shares; 2025Q3: 20,862 shares 20,862 $2.01M 0.02% +3,393 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: 39,201 shares; 2024Q4: 40,159 shares; 2025Q1: 40,299 shares; 2025Q2: 42,496 shares; 2025Q3: 41,893 shares 41,893 $2.01M 0.02% -603 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,663 shares; 2024Q4: 22,150 shares; 2025Q1: 25,362 shares; 2025Q2: not reported; 2025Q3: 58,643 shares 58,643 $2M 0.02% new Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,357 shares; 2025Q3: 54,995 shares 54,995 $2M 0.02% +4,638 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: 18,881 shares; 2024Q4: 22,173 shares; 2025Q1: 13,944 shares; 2025Q2: 15,166 shares; 2025Q3: 16,483 shares 16,483 $1.99M 0.02% +1,317 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: 15,440 shares; 2024Q4: 14,378 shares; 2025Q1: 13,405 shares; 2025Q2: 20,454 shares; 2025Q3: 19,520 shares 19,520 $1.99M 0.02% -934 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,694 shares; 2024Q4: 15,481 shares; 2025Q1: 24,426 shares; 2025Q2: 35,312 shares; 2025Q3: 31,252 shares 31,252 $1.97M 0.02% -4,060 Timeline IGRO 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: 33,580 shares; 2024Q4: 35,265 shares; 2025Q1: 34,680 shares; 2025Q2: 23,002 shares; 2025Q3: 24,713 shares 24,713 $1.97M 0.02% +1,711 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 4,150 shares; 2025Q1: 5,659 shares; 2025Q2: 4,597 shares; 2025Q3: 5,718 shares 5,718 $1.97M 0.02% +1,121 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: 18,213 shares; 2024Q4: 28,924 shares; 2025Q1: not reported; 2025Q2: 60,063 shares; 2025Q3: 67,581 shares 67,581 $1.95M 0.02% +7,518 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: 8,421 shares; 2024Q4: 8,383 shares; 2025Q1: 8,699 shares; 2025Q2: 9,201 shares; 2025Q3: 9,437 shares 9,437 $1.95M 0.02% +236 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: 5,679 shares; 2024Q4: 6,012 shares; 2025Q1: 6,313 shares; 2025Q2: 7,518 shares; 2025Q3: 8,242 shares 8,242 $1.95M 0.02% +724 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,394 shares; 2024Q4: 82,691 shares; 2025Q1: 82,675 shares; 2025Q2: 95,541 shares; 2025Q3: 106,974 shares 106,974 $1.94M 0.02% +11,433 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES 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: 41,314 shares 41,314 $1.94M 0.02% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,501 shares; 2025Q1: not reported; 2025Q2: 5,838 shares; 2025Q3: 5,691 shares 5,691 $1.93M 0.02% -147 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,235 shares; 2024Q4: not reported; 2025Q1: 189,335 shares; 2025Q2: 214,682 shares; 2025Q3: 243,514 shares 243,514 $1.93M 0.02% +28,832 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,981 shares; 2024Q4: 159,536 shares; 2025Q1: not reported; 2025Q2: 91,873 shares; 2025Q3: 92,836 shares 92,836 $1.92M 0.01% +963 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: 3,832 shares; 2024Q4: 5,206 shares; 2025Q1: 6,609 shares; 2025Q2: 8,183 shares; 2025Q3: 8,116 shares 8,116 $1.91M 0.01% -67 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,967 shares; 2024Q4: 26,085 shares; 2025Q1: 27,481 shares; 2025Q2: 26,029 shares; 2025Q3: 20,806 shares 20,806 $1.9M 0.01% -5,223 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: 7,381 shares; 2024Q4: 10,136 shares; 2025Q1: not reported; 2025Q2: 9,153 shares; 2025Q3: 7,987 shares 7,987 $1.9M 0.01% -1,166 Timeline IDEV 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: 11,824 shares; 2024Q4: 25,253 shares; 2025Q1: 23,411 shares; 2025Q2: 23,560 shares; 2025Q3: 23,714 shares 23,714 $1.9M 0.01% +154 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,515 shares; 2024Q4: 23,270 shares; 2025Q1: not reported; 2025Q2: 24,316 shares; 2025Q3: 25,183 shares 25,183 $1.9M 0.01% +867 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,092 shares; 2025Q1: 32,076 shares; 2025Q2: 47,674 shares; 2025Q3: 63,582 shares 63,582 $1.9M 0.01% +15,908 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,653 shares; 2025Q1: 33,615 shares; 2025Q2: 73,328 shares; 2025Q3: 93,759 shares 93,759 $1.9M 0.01% +20,431 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,681 shares; 2024Q4: 6,307 shares; 2025Q1: 5,477 shares; 2025Q2: 5,445 shares; 2025Q3: 5,418 shares 5,418 $1.89M 0.01% -27 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,121 shares 79,121 $1.89M 0.01% new Timeline SDY 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: 7,782 shares; 2024Q4: 8,009 shares; 2025Q1: 9,907 shares; 2025Q2: 11,458 shares; 2025Q3: 13,508 shares 13,508 $1.89M 0.01% +2,050 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 3,370 shares; 2025Q1: 7,233 shares; 2025Q2: not reported; 2025Q3: 11,036 shares 11,036 $1.88M 0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 8,212 shares; 2025Q1: 14,619 shares; 2025Q2: 28,288 shares; 2025Q3: 35,944 shares 35,944 $1.88M 0.01% +7,656 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 8,192 shares; 2025Q1: 8,762 shares; 2025Q2: 11,306 shares; 2025Q3: 11,199 shares 11,199 $1.87M 0.01% -107 Timeline EQWL 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: 12,822 shares; 2024Q4: 14,283 shares; 2025Q1: 15,500 shares; 2025Q2: 15,695 shares; 2025Q3: 16,228 shares 16,228 $1.86M 0.01% +533 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: 16,317 shares; 2024Q4: 18,695 shares; 2025Q1: 19,445 shares; 2025Q2: 19,195 shares; 2025Q3: 15,304 shares 15,304 $1.86M 0.01% -3,891 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,232 shares; 2024Q4: 27,220 shares; 2025Q1: 28,795 shares; 2025Q2: 28,275 shares; 2025Q3: 53,911 shares 53,911 $1.85M 0.01% +25,636 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,731 shares; 2024Q4: 30,850 shares; 2025Q1: not reported; 2025Q2: 40,871 shares; 2025Q3: 40,348 shares 40,348 $1.85M 0.01% -523 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,551 shares; 2024Q4: 125,910 shares; 2025Q1: 127,301 shares; 2025Q2: 122,039 shares; 2025Q3: 127,938 shares 127,938 $1.85M 0.01% +5,899 Timeline USIG 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: 24,716 shares; 2024Q4: 19,658 shares; 2025Q1: not reported; 2025Q2: 37,139 shares; 2025Q3: 35,323 shares 35,323 $1.84M 0.01% -1,816 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,697 shares; 2024Q4: 9,296 shares; 2025Q1: 9,183 shares; 2025Q2: 9,042 shares; 2025Q3: 8,975 shares 8,975 $1.84M 0.01% -67 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 9,212 shares; 2025Q1: not reported; 2025Q2: 11,759 shares; 2025Q3: 22,407 shares 22,407 $1.84M 0.01% +10,648 Timeline FTA 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: 24,747 shares; 2024Q4: 20,935 shares; 2025Q1: 21,679 shares; 2025Q2: 21,363 shares; 2025Q3: 22,052 shares 22,052 $1.84M 0.01% +689 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: 5,168 shares; 2024Q4: 7,702 shares; 2025Q1: 8,596 shares; 2025Q2: 8,117 shares; 2025Q3: 8,007 shares 8,007 $1.84M 0.01% -110 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 10,501 shares; 2025Q1: 9,220 shares; 2025Q2: 10,250 shares; 2025Q3: 10,597 shares 10,597 $1.83M 0.01% +347 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,512 shares; 2024Q4: 297,590 shares; 2025Q1: not reported; 2025Q2: 374,546 shares; 2025Q3: 363,206 shares 363,206 $1.81M 0.01% -11,340 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: 6,810 shares; 2024Q4: 7,945 shares; 2025Q1: 7,471 shares; 2025Q2: not reported; 2025Q3: 10,223 shares 10,223 $1.8M 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 6,149 shares; 2025Q1: not reported; 2025Q2: 6,538 shares; 2025Q3: 5,950 shares 5,950 $1.79M 0.01% -588 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,732 shares; 2024Q4: 3,498 shares; 2025Q1: 8,339 shares; 2025Q2: 16,305 shares; 2025Q3: 19,049 shares 19,049 $1.78M 0.01% +2,744 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,656 shares; 2024Q4: 49,931 shares; 2025Q1: 48,173 shares; 2025Q2: 47,579 shares; 2025Q3: 38,387 shares 38,387 $1.78M 0.01% -9,192 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 6,275 shares; 2025Q1: 6,722 shares; 2025Q2: 6,787 shares; 2025Q3: 7,145 shares 7,145 $1.78M 0.01% +358 Timeline IBTK 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: 53,180 shares; 2024Q4: 72,885 shares; 2025Q1: not reported; 2025Q2: 82,109 shares; 2025Q3: 89,090 shares 89,090 $1.77M 0.01% +6,981 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: 12,983 shares; 2024Q4: 19,202 shares; 2025Q1: 20,662 shares; 2025Q2: 22,042 shares; 2025Q3: 21,861 shares 21,861 $1.76M 0.01% -181 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: 40,770 shares; 2024Q4: 48,561 shares; 2025Q1: 46,170 shares; 2025Q2: 60,638 shares; 2025Q3: 58,278 shares 58,278 $1.76M 0.01% -2,360 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: 4,328 shares; 2024Q4: 4,347 shares; 2025Q1: 4,292 shares; 2025Q2: 4,138 shares; 2025Q3: 3,531 shares 3,531 $1.76M 0.01% -607 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,983 shares; 2024Q4: 20,744 shares; 2025Q1: 18,935 shares; 2025Q2: 18,783 shares; 2025Q3: 18,795 shares 18,795 $1.76M 0.01% +12 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: 23,437 shares; 2024Q4: 32,525 shares; 2025Q1: 34,412 shares; 2025Q2: 36,687 shares; 2025Q3: 37,428 shares 37,428 $1.76M 0.01% +741 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,563 shares; 2024Q4: 74,188 shares; 2025Q1: not reported; 2025Q2: 60,221 shares; 2025Q3: 48,877 shares 48,877 $1.75M 0.01% -11,344 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: 13,875 shares; 2024Q4: 10,864 shares; 2025Q1: 10,545 shares; 2025Q2: 9,689 shares; 2025Q3: 7,695 shares 7,695 $1.75M 0.01% -1,994 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,295 shares; 2024Q4: 10,132 shares; 2025Q1: 5,043 shares; 2025Q2: 10,996 shares; 2025Q3: 12,046 shares 12,046 $1.74M 0.01% +1,050 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: 35,462 shares; 2024Q4: 43,030 shares; 2025Q1: not reported; 2025Q2: 39,511 shares; 2025Q3: 34,452 shares 34,452 $1.74M 0.01% -5,059 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,724 shares; 2025Q1: 20,841 shares; 2025Q2: 20,567 shares; 2025Q3: 19,565 shares 19,565 $1.73M 0.01% -1,002 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,848 shares; 2024Q4: 17,408 shares; 2025Q1: not reported; 2025Q2: 26,416 shares; 2025Q3: 24,468 shares 24,468 $1.73M 0.01% -1,948 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,418 shares; 2024Q4: 17,203 shares; 2025Q1: 18,403 shares; 2025Q2: 11,803 shares; 2025Q3: 12,098 shares 12,098 $1.73M 0.01% +295 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 10,922 shares; 2025Q1: 32,626 shares; 2025Q2: 9,884 shares; 2025Q3: 9,715 shares 9,715 $1.72M 0.01% -169 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: 3,134 shares; 2024Q4: 3,212 shares; 2025Q1: 3,645 shares; 2025Q2: 3,759 shares; 2025Q3: 3,603 shares 3,603 $1.72M 0.01% -156 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: 6,967 shares; 2024Q4: 8,349 shares; 2025Q1: 9,893 shares; 2025Q2: 10,637 shares; 2025Q3: 11,219 shares 11,219 $1.71M 0.01% +582 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: 27,975 shares; 2024Q4: 32,472 shares; 2025Q1: 41,980 shares; 2025Q2: 46,171 shares; 2025Q3: 43,590 shares 43,590 $1.71M 0.01% -2,581 Timeline STNE STONECO LTD More: the full row for STONECO 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: 87,969 shares; 2025Q3: 90,242 shares 90,242 $1.71M 0.01% +2,273 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,577 shares; 2024Q4: 40,092 shares; 2025Q1: 42,923 shares; 2025Q2: 52,554 shares; 2025Q3: 33,472 shares 33,472 $1.7M 0.01% -19,082 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: 37,243 shares; 2024Q4: 36,397 shares; 2025Q1: 35,807 shares; 2025Q2: 41,025 shares; 2025Q3: 35,835 shares 35,835 $1.7M 0.01% -5,190 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: 1,184 shares; 2024Q4: 1,412 shares; 2025Q1: 1,636 shares; 2025Q2: 1,701 shares; 2025Q3: 1,775 shares 1,775 $1.69M 0.01% +74 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: 6,602 shares; 2024Q4: 7,810 shares; 2025Q1: 8,966 shares; 2025Q2: 19,034 shares; 2025Q3: 22,235 shares 22,235 $1.69M 0.01% +3,201 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,263 shares; 2025Q1: 5,135 shares; 2025Q2: 5,936 shares; 2025Q3: 7,412 shares 7,412 $1.68M 0.01% +1,476 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: 2,113 shares; 2024Q4: 3,103 shares; 2025Q1: not reported; 2025Q2: 4,100 shares; 2025Q3: 4,843 shares 4,843 $1.68M 0.01% +743 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,103 shares; 2024Q4: 17,081 shares; 2025Q1: 17,766 shares; 2025Q2: 19,933 shares; 2025Q3: 48,489 shares 48,489 $1.68M 0.01% +28,556 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: 3,800 shares; 2024Q4: 3,555 shares; 2025Q1: 3,417 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares 3,462 $1.67M 0.01% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,627 shares; 2024Q4: 120,896 shares; 2025Q1: 117,496 shares; 2025Q2: 114,280 shares; 2025Q3: 100,499 shares 100,499 $1.67M 0.01% -13,781 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,691 shares; 2025Q1: 8,774 shares; 2025Q2: 11,067 shares; 2025Q3: 11,126 shares 11,126 $1.67M 0.01% +59 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 13,168 shares; 2025Q1: 19,286 shares; 2025Q2: 14,459 shares; 2025Q3: 13,988 shares 13,988 $1.66M 0.01% -471 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: 2,459 shares; 2024Q4: 5,595 shares; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: 7,626 shares 7,626 $1.66M 0.01% +726 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: 34,556 shares; 2024Q4: 34,497 shares; 2025Q1: 33,113 shares; 2025Q2: 35,710 shares; 2025Q3: 32,636 shares 32,636 $1.65M 0.01% -3,074 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 4,092 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,401 shares 3,401 $1.64M 0.01% new CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS 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: 10,532 shares; 2025Q3: 13,812 shares 13,812 $1.64M 0.01% +3,280 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: 34,386 shares; 2024Q4: 53,965 shares; 2025Q1: 81,607 shares; 2025Q2: 112,106 shares; 2025Q3: 115,718 shares 115,718 $1.64M 0.01% +3,612 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,985 shares; 2024Q4: 15,744 shares; 2025Q1: not reported; 2025Q2: 9,583 shares; 2025Q3: 8,510 shares 8,510 $1.64M 0.01% -1,073 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: 28,386 shares; 2024Q4: 27,025 shares; 2025Q1: 27,859 shares; 2025Q2: 20,347 shares; 2025Q3: 15,848 shares 15,848 $1.63M 0.01% -4,499 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: 30,410 shares; 2024Q4: 8,437 shares; 2025Q1: 11,530 shares; 2025Q2: 13,717 shares; 2025Q3: 14,752 shares 14,752 $1.63M 0.01% +1,035 Timeline EELV 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: 34,126 shares; 2024Q4: 46,753 shares; 2025Q1: not reported; 2025Q2: 51,359 shares; 2025Q3: 61,014 shares 61,014 $1.62M 0.01% +9,655 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: 1,329 shares; 2024Q4: 1,730 shares; 2025Q1: 1,818 shares; 2025Q2: 1,579 shares; 2025Q3: 1,698 shares 1,698 $1.62M 0.01% +119 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: 25,699 shares; 2024Q4: 23,565 shares; 2025Q1: 25,621 shares; 2025Q2: 26,771 shares; 2025Q3: 26,502 shares 26,502 $1.62M 0.01% -269 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,506 shares; 2024Q4: 34,088 shares; 2025Q1: 25,529 shares; 2025Q2: 24,941 shares; 2025Q3: 24,653 shares 24,653 $1.61M 0.01% -288 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: 1,415 shares; 2024Q4: 1,351 shares; 2025Q1: 1,564 shares; 2025Q2: 2,358 shares; 2025Q3: 2,942 shares 2,942 $1.61M 0.01% +584 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: 16,154 shares; 2024Q4: 22,584 shares; 2025Q1: not reported; 2025Q2: 29,117 shares; 2025Q3: 47,025 shares 47,025 $1.61M 0.01% +17,908 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: 5,081 shares; 2024Q4: 6,492 shares; 2025Q1: 8,589 shares; 2025Q2: 7,114 shares; 2025Q3: 7,410 shares 7,410 $1.6M 0.01% +296 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: 11,238 shares; 2024Q4: 14,831 shares; 2025Q1: 24,276 shares; 2025Q2: 26,435 shares; 2025Q3: 28,205 shares 28,205 $1.6M 0.01% +1,770 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,617 shares; 2024Q4: 8,718 shares; 2025Q1: 8,484 shares; 2025Q2: not reported; 2025Q3: 11,226 shares 11,226 $1.59M 0.01% new Timeline MARM 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: 12,870 shares; 2025Q3: 48,621 shares 48,621 $1.58M 0.01% +35,751 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,297 shares; 2025Q1: 30,780 shares; 2025Q2: 32,421 shares; 2025Q3: 31,334 shares 31,334 $1.58M 0.01% -1,087 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: 8,403 shares; 2024Q4: 12,143 shares; 2025Q1: 13,857 shares; 2025Q2: 13,272 shares; 2025Q3: 15,234 shares 15,234 $1.58M 0.01% +1,962 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: 1,211 shares; 2024Q4: 1,695 shares; 2025Q1: 1,804 shares; 2025Q2: 1,936 shares; 2025Q3: 2,137 shares 2,137 $1.58M 0.01% +201 Timeline AFLG 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: 26,839 shares; 2025Q1: not reported; 2025Q2: 38,623 shares; 2025Q3: 40,569 shares 40,569 $1.57M 0.01% +1,946 Timeline FSIG 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: 88,003 shares; 2024Q4: 107,951 shares; 2025Q1: 86,692 shares; 2025Q2: 86,383 shares; 2025Q3: 81,737 shares 81,737 $1.57M 0.01% -4,646 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: 7,359 shares; 2024Q4: 8,840 shares; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,271 shares 5,271 $1.57M 0.01% +407 Timeline IYR 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: 16,128 shares 16,128 $1.57M 0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,970 shares; 2024Q4: 23,083 shares; 2025Q1: 22,558 shares; 2025Q2: 45,446 shares; 2025Q3: 43,979 shares 43,979 $1.56M 0.01% -1,467 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,858 shares; 2024Q4: 19,798 shares; 2025Q1: 31,543 shares; 2025Q2: 36,295 shares; 2025Q3: 37,150 shares 37,150 $1.55M 0.01% +855 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,541 shares; 2024Q4: 34,754 shares; 2025Q1: 38,862 shares; 2025Q2: 39,736 shares; 2025Q3: 42,442 shares 42,442 $1.55M 0.01% +2,706 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: not reported; 2024Q4: 5,812 shares; 2025Q1: 5,289 shares; 2025Q2: 5,958 shares; 2025Q3: 20,831 shares 20,831 $1.55M 0.01% +14,873 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,877 shares 43,877 $1.55M 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,962 shares; 2024Q4: 39,870 shares; 2025Q1: not reported; 2025Q2: 28,938 shares; 2025Q3: 25,846 shares 25,846 $1.54M 0.01% -3,092 Timeline XMHQ 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: 4,367 shares; 2025Q1: 6,544 shares; 2025Q2: 11,598 shares; 2025Q3: 14,658 shares 14,658 $1.54M 0.01% +3,060 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: 5,597 shares; 2024Q4: 7,955 shares; 2025Q1: 11,036 shares; 2025Q2: 11,088 shares; 2025Q3: 10,677 shares 10,677 $1.54M 0.01% -411 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,818 shares; 2024Q4: 36,320 shares; 2025Q1: 27,740 shares; 2025Q2: 35,363 shares; 2025Q3: 34,687 shares 34,687 $1.54M 0.01% -676 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,211 shares; 2024Q4: 128,585 shares; 2025Q1: 130,813 shares; 2025Q2: 150,275 shares; 2025Q3: 148,403 shares 148,403 $1.53M 0.01% -1,872 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 6,525 shares; 2025Q1: 7,144 shares; 2025Q2: 5,844 shares; 2025Q3: 5,329 shares 5,329 $1.53M 0.01% -515 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 7,273 shares; 2025Q1: 6,198 shares; 2025Q2: 6,938 shares; 2025Q3: 7,003 shares 7,003 $1.53M 0.01% +65 Timeline IVOO 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: not reported; 2024Q4: 8,468 shares; 2025Q1: 12,926 shares; 2025Q2: 13,059 shares; 2025Q3: 13,708 shares 13,708 $1.51M 0.01% +649 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 5,359 shares; 2025Q1: not reported; 2025Q2: 6,713 shares; 2025Q3: 6,576 shares 6,576 $1.51M 0.01% -137 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: 13,970 shares; 2024Q4: 16,918 shares; 2025Q1: 15,010 shares; 2025Q2: not reported; 2025Q3: 11,969 shares 11,969 $1.51M 0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,723 shares; 2024Q4: 35,255 shares; 2025Q1: 29,453 shares; 2025Q2: 25,218 shares; 2025Q3: 22,481 shares 22,481 $1.51M 0.01% -2,737 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: 5,550 shares; 2024Q4: 6,639 shares; 2025Q1: 7,060 shares; 2025Q2: 6,939 shares; 2025Q3: 5,812 shares 5,812 $1.51M 0.01% -1,127 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 2 shares 2 $1.51M 0.01% +1 Timeline BBHY 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: 92,037 shares; 2024Q4: 95,358 shares; 2025Q1: 98,262 shares; 2025Q2: 25,947 shares; 2025Q3: 32,043 shares 32,043 $1.51M 0.01% +6,096 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: 31,829 shares; 2024Q4: 32,293 shares; 2025Q1: not reported; 2025Q2: 38,723 shares; 2025Q3: 34,713 shares 34,713 $1.5M 0.01% -4,010 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 2,701 shares; 2025Q1: 2,749 shares; 2025Q2: 2,875 shares; 2025Q3: 2,912 shares 2,912 $1.5M 0.01% +37 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,668 shares; 2024Q4: 168,690 shares; 2025Q1: 171,532 shares; 2025Q2: 166,461 shares; 2025Q3: 165,288 shares 165,288 $1.5M 0.01% -1,173 Timeline XMYDX BLACKROCK MUNIYIELD FUND More: the full row for BLACKROCK MUNIYIELD FUND 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: 159,924 shares; 2025Q3: 141,508 shares 141,508 $1.49M 0.01% -18,416 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 6,138 shares; 2025Q1: 6,296 shares; 2025Q2: 6,328 shares; 2025Q3: 6,502 shares 6,502 $1.49M 0.01% +174 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 6,398 shares; 2025Q1: 11,753 shares; 2025Q2: 8,960 shares; 2025Q3: 9,214 shares 9,214 $1.49M 0.01% +254 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,621 shares; 2024Q4: 142,428 shares; 2025Q1: not reported; 2025Q2: 180,087 shares; 2025Q3: 166,051 shares 166,051 $1.49M 0.01% -14,036 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 8,497 shares; 2025Q1: 8,627 shares; 2025Q2: 8,045 shares; 2025Q3: 7,822 shares 7,822 $1.49M 0.01% -223 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,917 shares; 2024Q4: 91,361 shares; 2025Q1: 103,876 shares; 2025Q2: 105,172 shares; 2025Q3: 124,356 shares 124,356 $1.49M 0.01% +19,184 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,192 shares; 2024Q4: 288,877 shares; 2025Q1: 478,335 shares; 2025Q2: 355,854 shares; 2025Q3: 327,340 shares 327,340 $1.49M 0.01% -28,514 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,646 shares; 2024Q4: 8,087 shares; 2025Q1: 8,375 shares; 2025Q2: 7,593 shares; 2025Q3: 7,576 shares 7,576 $1.49M 0.01% -17 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: not reported; 2024Q4: 10,979 shares; 2025Q1: 9,491 shares; 2025Q2: 43,370 shares; 2025Q3: 14,777 shares 14,777 $1.48M 0.01% -28,593 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,426 shares; 2024Q4: 125,349 shares; 2025Q1: not reported; 2025Q2: 123,164 shares; 2025Q3: 99,127 shares 99,127 $1.48M 0.01% -24,037 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: 2,634 shares; 2024Q4: 4,120 shares; 2025Q1: 4,191 shares; 2025Q2: 4,369 shares; 2025Q3: 4,654 shares 4,654 $1.48M 0.01% +285 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: 4,971 shares; 2024Q4: 6,622 shares; 2025Q1: 6,919 shares; 2025Q2: 10,964 shares; 2025Q3: 12,749 shares 12,749 $1.48M 0.01% +1,785 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,385 shares; 2024Q4: 6,127 shares; 2025Q1: 5,032 shares; 2025Q2: 5,352 shares; 2025Q3: 5,273 shares 5,273 $1.48M 0.01% -79 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 8,358 shares; 2025Q3: 10,525 shares 10,525 $1.46M 0.01% +2,167 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: 40,844 shares; 2024Q4: 43,956 shares; 2025Q1: 26,672 shares; 2025Q2: 25,042 shares; 2025Q3: 24,007 shares 24,007 $1.45M 0.01% -1,035 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: 3,097 shares; 2024Q4: 1,913 shares; 2025Q1: 2,264 shares; 2025Q2: 2,470 shares; 2025Q3: 2,268 shares 2,268 $1.45M 0.01% -202 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,577 shares; 2024Q4: 29,600 shares; 2025Q1: 29,586 shares; 2025Q2: 31,974 shares; 2025Q3: 29,858 shares 29,858 $1.45M 0.01% -2,116 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,914 shares; 2024Q4: 35,365 shares; 2025Q1: not reported; 2025Q2: 39,900 shares; 2025Q3: 41,853 shares 41,853 $1.44M 0.01% +1,953 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,404 shares; 2024Q4: 23,712 shares; 2025Q1: 12,987 shares; 2025Q2: 11,824 shares; 2025Q3: 13,014 shares 13,014 $1.44M 0.01% +1,190 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,203 shares; 2024Q4: 4,431 shares; 2025Q1: not reported; 2025Q2: 5,384 shares; 2025Q3: 5,254 shares 5,254 $1.44M 0.01% -130 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 16,560 shares; 2025Q1: 15,507 shares; 2025Q2: 14,346 shares; 2025Q3: 10,447 shares 10,447 $1.43M 0.01% -3,899 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: 41,711 shares; 2024Q4: 44,077 shares; 2025Q1: 43,295 shares; 2025Q2: 43,561 shares; 2025Q3: 44,712 shares 44,712 $1.43M 0.01% +1,151 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,283 shares; 2025Q2: 13,533 shares; 2025Q3: 12,697 shares 12,697 $1.42M 0.01% -836 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,002 shares; 2024Q4: 90,024 shares; 2025Q1: 87,962 shares; 2025Q2: 85,932 shares; 2025Q3: 83,871 shares 83,871 $1.42M 0.01% -2,061 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: 3,547 shares; 2024Q4: 5,107 shares; 2025Q1: 5,729 shares; 2025Q2: 5,763 shares; 2025Q3: 9,060 shares 9,060 $1.41M 0.01% +3,297 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,749 shares; 2024Q4: 234,351 shares; 2025Q1: 234,464 shares; 2025Q2: 226,703 shares; 2025Q3: 218,525 shares 218,525 $1.41M 0.01% -8,178 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 4,018 shares; 2025Q1: 4,509 shares; 2025Q2: 4,898 shares; 2025Q3: 4,726 shares 4,726 $1.41M 0.01% -172 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: 2,864 shares; 2024Q4: 3,709 shares; 2025Q1: 3,677 shares; 2025Q2: 6,275 shares; 2025Q3: 6,576 shares 6,576 $1.41M 0.01% +301 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,436 shares 49,436 $1.4M 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 8,794 shares; 2025Q1: not reported; 2025Q2: 9,029 shares; 2025Q3: 8,660 shares 8,660 $1.39M 0.01% -369 Timeline EPI 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: 77,551 shares; 2024Q4: 83,720 shares; 2025Q1: 91,550 shares; 2025Q2: 98,697 shares; 2025Q3: 31,397 shares 31,397 $1.39M 0.01% -67,300 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,946 shares; 2025Q3: 7,059 shares 7,059 $1.38M 0.01% +113 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,593 shares; 2024Q4: 133,285 shares; 2025Q1: not reported; 2025Q2: 122,152 shares; 2025Q3: 119,108 shares 119,108 $1.38M 0.01% -3,044 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,622 shares; 2024Q4: 20,367 shares; 2025Q1: 21,514 shares; 2025Q2: 18,462 shares; 2025Q3: 10,672 shares 10,672 $1.38M 0.01% -7,790 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: 17,984 shares; 2024Q4: 18,470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,392 shares 20,392 $1.37M 0.01% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,188 shares; 2025Q3: 9,025 shares 9,025 $1.37M 0.01% -5,163 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,929 shares; 2024Q4: 43,599 shares; 2025Q1: not reported; 2025Q2: 32,353 shares; 2025Q3: 30,884 shares 30,884 $1.37M 0.01% -1,469 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,152 shares; 2024Q4: 20,575 shares; 2025Q1: 20,054 shares; 2025Q2: 18,891 shares; 2025Q3: 17,316 shares 17,316 $1.36M 0.01% -1,575 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,574 shares; 2024Q4: 8,942 shares; 2025Q1: 11,527 shares; 2025Q2: 9,527 shares; 2025Q3: 11,369 shares 11,369 $1.36M 0.01% +1,842 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372 shares; 2024Q4: 6,079 shares; 2025Q1: 13,149 shares; 2025Q2: 14,437 shares; 2025Q3: 16,004 shares 16,004 $1.36M 0.01% +1,567 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: 36,633 shares; 2024Q4: 31,267 shares; 2025Q1: 34,236 shares; 2025Q2: 37,034 shares; 2025Q3: 43,318 shares 43,318 $1.35M 0.01% +6,284 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: 26,276 shares; 2024Q4: 32,703 shares; 2025Q1: 53,481 shares; 2025Q2: 54,422 shares; 2025Q3: 51,860 shares 51,860 $1.35M 0.01% -2,562 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: 14,593 shares; 2024Q4: 13,863 shares; 2025Q1: not reported; 2025Q2: 21,834 shares; 2025Q3: 22,253 shares 22,253 $1.35M 0.01% +419 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,614 shares; 2024Q4: 7,239 shares; 2025Q1: 9,752 shares; 2025Q2: 10,240 shares; 2025Q3: 10,362 shares 10,362 $1.35M 0.01% +122 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,484 shares; 2024Q4: 35,258 shares; 2025Q1: not reported; 2025Q2: 46,540 shares; 2025Q3: 54,847 shares 54,847 $1.35M 0.01% +8,307 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: 38,688 shares; 2024Q4: 49,939 shares; 2025Q1: 49,474 shares; 2025Q2: 50,414 shares; 2025Q3: 54,110 shares 54,110 $1.34M 0.01% +3,696 Timeline AEF ABRDN EMERGING MARKETS EX CH More: the full row for ABRDN EMERGING MARKETS EX CH 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: 272,271 shares; 2025Q2: 223,602 shares; 2025Q3: 206,730 shares 206,730 $1.34M 0.01% -16,872 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: 57,364 shares; 2024Q4: 38,127 shares; 2025Q1: 35,641 shares; 2025Q2: not reported; 2025Q3: 28,116 shares 28,116 $1.34M 0.01% new 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: 11,641 shares; 2024Q4: 13,973 shares; 2025Q1: 11,954 shares; 2025Q2: 10,644 shares; 2025Q3: 10,407 shares 10,407 $1.34M 0.01% -237 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,256 shares; 2024Q4: 18,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,650 shares 23,650 $1.32M 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 2,884 shares; 2025Q1: 5,405 shares; 2025Q2: 6,126 shares; 2025Q3: 6,426 shares 6,426 $1.31M 0.01% +300 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,241 shares; 2024Q4: 2,670 shares; 2025Q1: 2,724 shares; 2025Q2: 2,653 shares; 2025Q3: 3,086 shares 3,086 $1.31M 0.01% +433 Timeline NCV VIRTUS CONVERTIBLE & INCOME More: the full row for VIRTUS CONVERTIBLE & INCOME 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: 87,462 shares 87,462 $1.31M 0.01% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,736 shares; 2024Q4: 14,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,777 shares 16,777 $1.31M 0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 16,412 shares; 2025Q1: 36,451 shares; 2025Q2: 35,789 shares; 2025Q3: 36,314 shares 36,314 $1.31M 0.01% +525 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,845 shares; 2025Q1: 2,761 shares; 2025Q2: 2,934 shares; 2025Q3: 4,234 shares 4,234 $1.3M 0.01% +1,300 Timeline IXC 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: 79,590 shares; 2024Q4: 117,452 shares; 2025Q1: 34,958 shares; 2025Q2: 33,864 shares; 2025Q3: 31,163 shares 31,163 $1.3M 0.01% -2,701 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,204 shares; 2025Q2: 12,059 shares; 2025Q3: 14,967 shares 14,967 $1.3M 0.01% +2,908 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,242 shares; 2025Q1: 87,786 shares; 2025Q2: 104,127 shares; 2025Q3: 85,886 shares 85,886 $1.3M 0.01% -18,241 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 6,266 shares; 2025Q3: 8,680 shares 8,680 $1.29M 0.01% +2,414 Timeline NULG 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: 17,913 shares; 2024Q4: 17,867 shares; 2025Q1: not reported; 2025Q2: 13,636 shares; 2025Q3: 13,003 shares 13,003 $1.29M 0.01% -633 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,515 shares; 2024Q4: 11,228 shares; 2025Q1: 11,897 shares; 2025Q2: 12,559 shares; 2025Q3: 14,627 shares 14,627 $1.29M 0.01% +2,068 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: 10,794 shares; 2024Q4: 18,886 shares; 2025Q1: 24,057 shares; 2025Q2: 46,781 shares; 2025Q3: 15,245 shares 15,245 $1.28M 0.01% -31,536 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: 26,703 shares; 2024Q4: 22,957 shares; 2025Q1: 28,149 shares; 2025Q2: 22,052 shares; 2025Q3: 26,243 shares 26,243 $1.28M 0.01% +4,191 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: 21,830 shares; 2024Q4: 24,484 shares; 2025Q1: 24,916 shares; 2025Q2: 23,816 shares; 2025Q3: 22,032 shares 22,032 $1.28M 0.01% -1,784 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,274 shares; 2024Q4: 43,171 shares; 2025Q1: 42,245 shares; 2025Q2: 46,908 shares; 2025Q3: 46,797 shares 46,797 $1.27M 0.01% -111 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 2,037 shares; 2025Q1: 1,983 shares; 2025Q2: 2,127 shares; 2025Q3: 2,168 shares 2,168 $1.27M 0.01% +41 Timeline HYBL 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: 47,479 shares; 2025Q1: 51,398 shares; 2025Q2: 48,603 shares; 2025Q3: 44,351 shares 44,351 $1.27M 0.01% -4,252 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: 35,683 shares; 2024Q4: 32,983 shares; 2025Q1: not reported; 2025Q2: 60,181 shares; 2025Q3: 41,902 shares 41,902 $1.27M 0.01% -18,279 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,284 shares; 2024Q4: 91,777 shares; 2025Q1: not reported; 2025Q2: 85,442 shares; 2025Q3: 84,844 shares 84,844 $1.26M 0.01% -598 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,500 shares; 2025Q1: 35,239 shares; 2025Q2: 26,591 shares; 2025Q3: 45,722 shares 45,722 $1.26M 0.01% +19,131 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,214 shares 92,214 $1.26M 0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,942 shares; 2024Q4: 41,498 shares; 2025Q1: 46,440 shares; 2025Q2: 47,737 shares; 2025Q3: 51,863 shares 51,863 $1.26M 0.01% +4,126 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 6,737 shares; 2025Q1: 7,123 shares; 2025Q2: 9,153 shares; 2025Q3: 9,911 shares 9,911 $1.26M 0.01% +758 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 6,278 shares; 2025Q1: 6,507 shares; 2025Q2: 7,028 shares; 2025Q3: 7,242 shares 7,242 $1.25M 0.01% +214 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: not reported; 2024Q4: 71,646 shares; 2025Q1: 75,144 shares; 2025Q2: 73,852 shares; 2025Q3: 63,471 shares 63,471 $1.25M 0.01% -10,381 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: 33,859 shares; 2024Q4: 60,612 shares; 2025Q1: 67,402 shares; 2025Q2: 45,506 shares; 2025Q3: 49,631 shares 49,631 $1.25M 0.01% +4,125 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: 18,016 shares; 2024Q4: 19,241 shares; 2025Q1: 18,834 shares; 2025Q2: 18,819 shares; 2025Q3: 13,850 shares 13,850 $1.25M 0.01% -4,969 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 1,368 shares; 2025Q1: not reported; 2025Q2: 2,085 shares; 2025Q3: 2,731 shares 2,731 $1.25M 0.01% +646 Timeline USPX 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: 20,130 shares; 2024Q4: 20,623 shares; 2025Q1: not reported; 2025Q2: 23,536 shares; 2025Q3: 21,259 shares 21,259 $1.25M 0.01% -2,277 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,588 shares; 2025Q1: 7,552 shares; 2025Q2: 6,738 shares; 2025Q3: 6,600 shares 6,600 $1.24M 0.01% -138 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,990 shares; 2024Q4: 7,872 shares; 2025Q1: 7,743 shares; 2025Q2: 7,678 shares; 2025Q3: 8,156 shares 8,156 $1.24M 0.01% +478 Timeline XMPT 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: 17,241 shares; 2024Q4: 36,836 shares; 2025Q1: 43,147 shares; 2025Q2: 42,153 shares; 2025Q3: 56,566 shares 56,566 $1.24M 0.01% +14,413 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: 17,612 shares; 2024Q4: 15,791 shares; 2025Q1: 15,262 shares; 2025Q2: 14,381 shares; 2025Q3: 8,863 shares 8,863 $1.23M 0.01% -5,518 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,446 shares; 2024Q4: 83,216 shares; 2025Q1: 81,083 shares; 2025Q2: 78,949 shares; 2025Q3: 82,183 shares 82,183 $1.23M 0.01% +3,234 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,759 shares; 2025Q1: not reported; 2025Q2: 5,061 shares; 2025Q3: 4,849 shares 4,849 $1.23M 0.01% -212 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: 3,961 shares; 2024Q4: 3,863 shares; 2025Q1: 5,425 shares; 2025Q2: 5,963 shares; 2025Q3: 6,469 shares 6,469 $1.23M 0.01% +506 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,583 shares; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,839 shares 2,839 $1.22M 0.01% +66 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: 9,859 shares; 2024Q4: 9,903 shares; 2025Q1: 9,928 shares; 2025Q2: 9,626 shares; 2025Q3: 8,619 shares 8,619 $1.22M 0.01% -1,007 Timeline BLACKROCK MUNI INC TR II BLACKROCK MUNI INC TR II More: the full row for BLACKROCK MUNI INC TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,323 shares; 2024Q4: 99,130 shares; 2025Q1: not reported; 2025Q2: 116,644 shares; 2025Q3: 116,685 shares 116,685 $1.22M 0.01% +41 HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,728 shares; 2024Q4: 199,478 shares; 2025Q1: 220,857 shares; 2025Q2: 222,769 shares; 2025Q3: 191,834 shares 191,834 $1.22M 0.01% -30,935 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,244 shares; 2024Q4: 168,143 shares; 2025Q1: 169,551 shares; 2025Q2: 192,262 shares; 2025Q3: 193,803 shares 193,803 $1.21M 0.01% +1,541 Timeline RTH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,702 shares; 2025Q1: 6,851 shares; 2025Q2: not reported; 2025Q3: 4,820 shares 4,820 $1.21M 0.01% new 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: 10,585 shares; 2024Q4: 13,351 shares; 2025Q1: 16,201 shares; 2025Q2: 13,702 shares; 2025Q3: 13,465 shares 13,465 $1.21M 0.01% -237 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,151 shares; 2024Q4: 23,240 shares; 2025Q1: not reported; 2025Q2: 23,824 shares; 2025Q3: 24,802 shares 24,802 $1.21M 0.01% +978 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 10,807 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,662 shares 14,662 $1.21M 0.01% new Timeline BLACKROCK MUN INCOME TR BLACKROCK MUN INCOME TR More: the full row for BLACKROCK MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,212 shares; 2024Q4: 107,515 shares; 2025Q1: 107,567 shares; 2025Q2: not reported; 2025Q3: 119,845 shares 119,845 $1.2M 0.01% new BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,324 shares 43,324 $1.2M 0.01% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,165 shares; 2024Q4: 24,481 shares; 2025Q1: 35,012 shares; 2025Q2: not reported; 2025Q3: 33,586 shares 33,586 $1.2M 0.01% new 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: 3,639 shares; 2024Q4: 3,849 shares; 2025Q1: 4,141 shares; 2025Q2: 4,163 shares; 2025Q3: 3,605 shares 3,605 $1.2M 0.01% -558 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: 395 shares; 2024Q4: 494 shares; 2025Q1: 551 shares; 2025Q2: 632 shares; 2025Q3: 667 shares 667 $1.19M 0.01% +35 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,295 shares; 2024Q4: 19,905 shares; 2025Q1: 21,793 shares; 2025Q2: 25,103 shares; 2025Q3: 27,028 shares 27,028 $1.19M 0.01% +1,925 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,913 shares; 2024Q4: 92,500 shares; 2025Q1: 94,803 shares; 2025Q2: 101,957 shares; 2025Q3: 101,047 shares 101,047 $1.19M 0.01% -910 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,368 shares 24,368 $1.18M 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 3,119 shares; 2025Q3: 3,102 shares 3,102 $1.18M 0.01% -17 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: 15,454 shares; 2024Q4: 19,410 shares; 2025Q1: 19,822 shares; 2025Q2: 20,276 shares; 2025Q3: 20,016 shares 20,016 $1.18M 0.01% -260 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 598 shares; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 702 shares 702 $1.17M 0.01% +65 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: 9,072 shares; 2024Q4: 10,943 shares; 2025Q1: 11,259 shares; 2025Q2: 11,597 shares; 2025Q3: 11,996 shares 11,996 $1.16M 0.01% +399 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,287 shares; 2024Q4: 18,071 shares; 2025Q1: 21,219 shares; 2025Q2: not reported; 2025Q3: 31,264 shares 31,264 $1.16M 0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,581 shares; 2024Q4: 37,315 shares; 2025Q1: not reported; 2025Q2: 26,333 shares; 2025Q3: 25,765 shares 25,765 $1.16M 0.01% -568 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 2,562 shares; 2025Q1: 2,697 shares; 2025Q2: 2,697 shares; 2025Q3: 2,963 shares 2,963 $1.15M 0.01% +266 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 4,414 shares; 2025Q1: 4,497 shares; 2025Q2: not reported; 2025Q3: 6,158 shares 6,158 $1.15M 0.01% new Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 5,528 shares; 2025Q1: 5,813 shares; 2025Q2: 5,726 shares; 2025Q3: 6,317 shares 6,317 $1.15M 0.01% +591 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 4,919 shares; 2025Q1: not reported; 2025Q2: 13,272 shares; 2025Q3: 14,248 shares 14,248 $1.15M 0.01% +976 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,968 shares; 2024Q4: 103,522 shares; 2025Q1: 107,404 shares; 2025Q2: 110,926 shares; 2025Q3: 110,943 shares 110,943 $1.15M 0.01% +17 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: 15,509 shares; 2024Q4: 14,461 shares; 2025Q1: 14,756 shares; 2025Q2: 15,560 shares; 2025Q3: 16,080 shares 16,080 $1.14M 0.01% +520 Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,047 shares; 2024Q4: 112,497 shares; 2025Q1: not reported; 2025Q2: 113,916 shares; 2025Q3: 110,789 shares 110,789 $1.14M 0.01% -3,127 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: 47,793 shares; 2024Q4: 45,821 shares; 2025Q1: 50,446 shares; 2025Q2: 48,607 shares; 2025Q3: 58,391 shares 58,391 $1.14M 0.01% +9,784 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: 5,744 shares; 2024Q4: 7,080 shares; 2025Q1: 7,083 shares; 2025Q2: 8,094 shares; 2025Q3: 8,110 shares 8,110 $1.14M 0.01% +16 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: 4,214 shares; 2024Q4: 5,169 shares; 2025Q1: 6,181 shares; 2025Q2: 5,989 shares; 2025Q3: 5,962 shares 5,962 $1.14M 0.01% -27 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 861 shares 861 $1.14M 0.01% -43 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,740 shares; 2024Q4: 10,692 shares; 2025Q1: 20,061 shares; 2025Q2: 19,985 shares; 2025Q3: 16,033 shares 16,033 $1.12M 0.01% -3,952 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: 21,986 shares; 2024Q4: 25,714 shares; 2025Q1: 27,055 shares; 2025Q2: 29,346 shares; 2025Q3: 28,451 shares 28,451 $1.12M 0.01% -895 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: 7,414 shares; 2024Q4: 12,713 shares; 2025Q1: 12,934 shares; 2025Q2: 10,125 shares; 2025Q3: 15,281 shares 15,281 $1.11M 0.01% +5,156 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,495 shares; 2024Q4: 18,203 shares; 2025Q1: not reported; 2025Q2: 19,196 shares; 2025Q3: 17,490 shares 17,490 $1.11M 0.01% -1,706 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,016 shares; 2024Q4: 9,610 shares; 2025Q1: 15,665 shares; 2025Q2: 14,462 shares; 2025Q3: 14,677 shares 14,677 $1.1M 0.01% +215 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: 5,214 shares; 2024Q4: 6,654 shares; 2025Q1: not reported; 2025Q2: 6,555 shares; 2025Q3: 6,272 shares 6,272 $1.1M 0.01% -283 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,639 shares; 2025Q2: 9,325 shares; 2025Q3: 11,881 shares 11,881 $1.1M 0.01% +2,556 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 14,830 shares; 2025Q3: 25,727 shares 25,727 $1.1M 0.01% +10,897 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,269 shares; 2025Q1: 1,310 shares; 2025Q2: not reported; 2025Q3: 1,322 shares 1,322 $1.09M 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,934 shares; 2024Q4: 19,771 shares; 2025Q1: not reported; 2025Q2: 20,287 shares; 2025Q3: 19,219 shares 19,219 $1.09M 0.01% -1,068 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,726 shares; 2024Q4: 10,558 shares; 2025Q1: 11,986 shares; 2025Q2: not reported; 2025Q3: 15,154 shares 15,154 $1.09M 0.01% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,636 shares; 2024Q4: 5,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,957 shares 4,957 $1.09M 0.01% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,990 shares; 2024Q4: 36,532 shares; 2025Q1: not reported; 2025Q2: 38,714 shares; 2025Q3: 40,130 shares 40,130 $1.09M 0.01% +1,416 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,522 shares; 2024Q4: 2,978 shares; 2025Q1: not reported; 2025Q2: 3,399 shares; 2025Q3: 3,468 shares 3,468 $1.09M 0.01% +69 Timeline FSTA 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: 6,672 shares; 2025Q2: 8,781 shares; 2025Q3: 21,802 shares 21,802 $1.09M 0.01% +13,021 Timeline EUSB 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: 95,768 shares; 2024Q4: 69,335 shares; 2025Q1: 70,994 shares; 2025Q2: 98,692 shares; 2025Q3: 24,748 shares 24,748 $1.09M 0.01% -73,944 Timeline SCHB 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: 12,140 shares; 2024Q4: 36,424 shares; 2025Q1: 37,673 shares; 2025Q2: 41,713 shares; 2025Q3: 41,916 shares 41,916 $1.08M 0.01% +203 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: not reported; 2024Q4: not reported; 2025Q1: 45,262 shares; 2025Q2: 22,684 shares; 2025Q3: 22,337 shares 22,337 $1.08M 0.01% -347 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,358 shares; 2024Q4: 13,781 shares; 2025Q1: 14,459 shares; 2025Q2: 16,274 shares; 2025Q3: 34,879 shares 34,879 $1.07M 0.01% +18,605 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,153 shares; 2024Q4: 50,863 shares; 2025Q1: not reported; 2025Q2: 44,001 shares; 2025Q3: 45,268 shares 45,268 $1.07M 0.01% +1,267 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,690 shares; 2024Q4: 417,269 shares; 2025Q1: 406,092 shares; 2025Q2: 397,101 shares; 2025Q3: 412,980 shares 412,980 $1.07M 0.01% +15,879 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: 11,938 shares 11,938 $1.06M 0.01% +8,826 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,781 shares; 2024Q4: 51,847 shares; 2025Q1: 53,971 shares; 2025Q2: 54,052 shares; 2025Q3: 49,903 shares 49,903 $1.06M 0.01% -4,149 Timeline DFGR 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: 9,769 shares; 2025Q1: not reported; 2025Q2: 25,220 shares; 2025Q3: 38,708 shares 38,708 $1.06M 0.01% +13,488 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,952 shares; 2024Q4: 38,831 shares; 2025Q1: 27,912 shares; 2025Q2: 14,973 shares; 2025Q3: 14,118 shares 14,118 $1.05M 0.01% -855 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: 3,273 shares; 2024Q4: 3,853 shares; 2025Q1: 4,083 shares; 2025Q2: 4,921 shares; 2025Q3: 6,175 shares 6,175 $1.05M 0.01% +1,254 Timeline EUFN 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: 31,411 shares; 2025Q1: 62,086 shares; 2025Q2: 64,063 shares; 2025Q3: 30,616 shares 30,616 $1.05M 0.01% -33,447 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,355 shares; 2025Q1: 2,097 shares; 2025Q2: 2,159 shares; 2025Q3: 2,401 shares 2,401 $1.05M 0.01% +242 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: 6,273 shares; 2024Q4: 7,056 shares; 2025Q1: 7,550 shares; 2025Q2: 9,868 shares; 2025Q3: 11,823 shares 11,823 $1.05M 0.01% +1,955 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 8,130 shares; 2025Q1: 10,222 shares; 2025Q2: 12,350 shares; 2025Q3: 15,521 shares 15,521 $1.04M 0.01% +3,171 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: 1,314 shares; 2024Q4: 1,755 shares; 2025Q1: 2,647 shares; 2025Q2: 2,637 shares; 2025Q3: 2,660 shares 2,660 $1.04M 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: 3,755 shares; 2025Q2: not reported; 2025Q3: 6,152 shares 6,152 $1.04M 0.01% new Timeline FMDE 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: not reported; 2025Q2: not reported; 2025Q3: 28,646 shares 28,646 $1.04M 0.01% new 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: not reported; 2024Q4: 60,474 shares; 2025Q1: 62,023 shares; 2025Q2: 60,688 shares; 2025Q3: 52,862 shares 52,862 $1.03M 0.01% -7,826 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: 11,606 shares; 2024Q4: 13,074 shares; 2025Q1: 14,006 shares; 2025Q2: 14,247 shares; 2025Q3: 13,477 shares 13,477 $1.03M 0.01% -770 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,970 shares; 2024Q4: 20,846 shares; 2025Q1: not reported; 2025Q2: 17,749 shares; 2025Q3: 21,038 shares 21,038 $1.03M 0.01% +3,289 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: 14,466 shares; 2024Q4: 14,644 shares; 2025Q1: not reported; 2025Q2: 11,873 shares; 2025Q3: 13,244 shares 13,244 $1.03M 0.01% +1,371 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,317 shares; 2024Q4: 23,886 shares; 2025Q1: 25,335 shares; 2025Q2: 20,388 shares; 2025Q3: 18,869 shares 18,869 $1.03M 0.01% -1,519 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,399 shares; 2024Q4: 162,065 shares; 2025Q1: 159,112 shares; 2025Q2: 174,448 shares; 2025Q3: 173,949 shares 173,949 $1.03M 0.01% -499 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,818 shares; 2024Q4: 20,862 shares; 2025Q1: 21,498 shares; 2025Q2: 22,014 shares; 2025Q3: 23,392 shares 23,392 $1.03M 0.01% +1,378 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,491 shares; 2024Q4: 306,172 shares; 2025Q1: 330,627 shares; 2025Q2: 317,172 shares; 2025Q3: 44,035 shares 44,035 $1.03M 0.01% -273,137 ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,377 shares; 2024Q4: 9,651 shares; 2025Q1: 12,038 shares; 2025Q2: 8,333 shares; 2025Q3: 7,720 shares 7,720 $1.02M 0.01% -613 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: 1,913 shares; 2024Q4: 3,317 shares; 2025Q1: 3,599 shares; 2025Q2: not reported; 2025Q3: 3,028 shares 3,028 $1.02M 0.01% new 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: 1,951 shares; 2025Q3: 2,034 shares 2,034 $1.01M 0.01% +83 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,952 shares; 2025Q1: 3,045 shares; 2025Q2: 6,598 shares; 2025Q3: 7,371 shares 7,371 $1.01M 0.01% +773 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: 3,933 shares; 2024Q4: 4,615 shares; 2025Q1: 4,433 shares; 2025Q2: 4,400 shares; 2025Q3: 4,474 shares 4,474 $1.01M 0.01% +74 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: 26,485 shares; 2024Q4: 8,257 shares; 2025Q1: 10,456 shares; 2025Q2: not reported; 2025Q3: 8,262 shares 8,262 $1.01M 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 3,429 shares; 2025Q1: not reported; 2025Q2: 4,392 shares; 2025Q3: 5,363 shares 5,363 $1M 0.01% +971 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,259 shares; 2024Q4: 25,852 shares; 2025Q1: not reported; 2025Q2: 35,717 shares; 2025Q3: 36,195 shares 36,195 $1M 0.01% +478 Timeline DFAI 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: 11,287 shares; 2025Q2: 15,977 shares; 2025Q3: 27,443 shares 27,443 $998K 0.01% +11,466 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,985 shares; 2024Q4: 7,088 shares; 2025Q1: 7,501 shares; 2025Q2: 5,378 shares; 2025Q3: 7,313 shares 7,313 $990K 0.01% +1,935 Timeline XDHYX CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,797 shares; 2024Q4: 486,464 shares; 2025Q1: 479,330 shares; 2025Q2: 466,967 shares; 2025Q3: 479,502 shares 479,502 $988K 0.01% +12,535 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: 167 shares; 2024Q4: 179 shares; 2025Q1: not reported; 2025Q2: 215 shares; 2025Q3: 230 shares 230 $987K 0.01% +15 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: 8,345 shares; 2024Q4: 9,105 shares; 2025Q1: 7,948 shares; 2025Q2: 9,361 shares; 2025Q3: 4,093 shares 4,093 $985K 0.01% -5,268 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 10,334 shares; 2025Q1: 11,225 shares; 2025Q2: 11,122 shares; 2025Q3: 13,025 shares 13,025 $985K 0.01% +1,903 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,202 shares; 2024Q4: 7,713 shares; 2025Q1: 7,573 shares; 2025Q2: 7,446 shares; 2025Q3: 7,640 shares 7,640 $984K 0.01% +194 Timeline XMVFX BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,669 shares; 2024Q4: 140,206 shares; 2025Q1: 142,501 shares; 2025Q2: 143,713 shares; 2025Q3: 142,760 shares 142,760 $979K 0.01% -953 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: 2,858 shares; 2024Q4: 3,121 shares; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 1,719 shares 1,719 $975K 0.01% +100 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 11,150 shares; 2025Q3: 18,908 shares 18,908 $974K 0.01% +7,758 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 16,551 shares; 2025Q1: 18,859 shares; 2025Q2: 18,624 shares; 2025Q3: 18,940 shares 18,940 $969K 0.01% +316 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,241 shares; 2025Q1: not reported; 2025Q2: 2,908 shares; 2025Q3: 3,110 shares 3,110 $964K 0.01% +202 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,792 shares; 2025Q1: 1,842 shares; 2025Q2: 1,760 shares; 2025Q3: 3,893 shares 3,893 $962K 0.01% +2,133 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 18,275 shares; 2025Q1: 9,722 shares; 2025Q2: 9,947 shares; 2025Q3: 17,633 shares 17,633 $959K 0.01% +7,686 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,772 shares; 2025Q3: 11,344 shares 11,344 $957K 0.01% +1,572 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,964 shares; 2025Q1: 57,758 shares; 2025Q2: not reported; 2025Q3: 46,471 shares 46,471 $956K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,641 shares; 2024Q4: 14,387 shares; 2025Q1: 14,940 shares; 2025Q2: 13,585 shares; 2025Q3: 14,415 shares 14,415 $952K 0.01% +830 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: 10,151 shares; 2024Q4: 13,121 shares; 2025Q1: 10,582 shares; 2025Q2: 8,886 shares; 2025Q3: 11,653 shares 11,653 $950K 0.01% +2,767 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 9,572 shares; 2025Q1: 5,863 shares; 2025Q2: 6,399 shares; 2025Q3: 8,389 shares 8,389 $950K 0.01% +1,990 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,049 shares; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 14,168 shares 14,168 $950K 0.01% +2,168 Timeline SCHA 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: 11,146 shares; 2024Q4: 29,993 shares; 2025Q1: 30,055 shares; 2025Q2: 35,168 shares; 2025Q3: 33,955 shares 33,955 $947K 0.01% -1,213 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: 13,337 shares; 2024Q4: 16,794 shares; 2025Q1: 11,059 shares; 2025Q2: 10,104 shares; 2025Q3: 12,666 shares 12,666 $944K 0.01% +2,562 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 4,630 shares; 2025Q1: not reported; 2025Q2: 5,382 shares; 2025Q3: 4,872 shares 4,872 $942K 0.01% -510 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,944 shares; 2025Q3: 11,255 shares 11,255 $941K 0.01% +1,311 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,692 shares; 2024Q4: 86,415 shares; 2025Q1: 116,024 shares; 2025Q2: 66,499 shares; 2025Q3: 48,614 shares 48,614 $940K 0.01% -17,885 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,401 shares; 2025Q1: 1,225 shares; 2025Q2: 1,708 shares; 2025Q3: 1,767 shares 1,767 $935K 0.01% +59 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: 2,814 shares; 2024Q4: 3,522 shares; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,573 shares 3,573 $931K 0.01% +22 Timeline VONV 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: 7,780 shares; 2024Q4: 7,780 shares; 2025Q1: 7,780 shares; 2025Q2: 7,785 shares; 2025Q3: 10,340 shares 10,340 $924K 0.01% +2,555 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,720 shares; 2024Q4: 13,347 shares; 2025Q1: 18,086 shares; 2025Q2: 18,193 shares; 2025Q3: 13,726 shares 13,726 $924K 0.01% -4,467 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: 51,516 shares; 2024Q4: 56,219 shares; 2025Q1: not reported; 2025Q2: 58,210 shares; 2025Q3: 53,445 shares 53,445 $923K 0.01% -4,765 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,706 shares; 2024Q4: 12,699 shares; 2025Q1: not reported; 2025Q2: 14,723 shares; 2025Q3: 15,031 shares 15,031 $922K 0.01% +308 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,760 shares; 2024Q4: 81,582 shares; 2025Q1: 79,423 shares; 2025Q2: 78,709 shares; 2025Q3: 78,662 shares 78,662 $922K 0.01% -47 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: 689,790 shares; 2024Q4: 720,366 shares; 2025Q1: 25,321 shares; 2025Q2: 17,876 shares; 2025Q3: 17,380 shares 17,380 $918K 0.01% -496 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: 6,492 shares; 2024Q4: 12,475 shares; 2025Q1: 8,115 shares; 2025Q2: 9,267 shares; 2025Q3: 9,090 shares 9,090 $915K 0.01% -177 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: 3,031 shares; 2024Q4: 4,737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,510 shares 6,510 $914K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 5,691 shares; 2025Q1: 3,832 shares; 2025Q2: 2,313 shares; 2025Q3: 2,561 shares 2,561 $913K 0.01% +248 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,677 shares; 2025Q2: 10,300 shares; 2025Q3: 10,574 shares 10,574 $912K 0.01% +274 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 3,011 shares; 2025Q1: 3,379 shares; 2025Q2: 3,597 shares; 2025Q3: 3,693 shares 3,693 $911K 0.01% +96 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,842 shares; 2024Q4: 10,245 shares; 2025Q1: 10,645 shares; 2025Q2: 11,025 shares; 2025Q3: 9,528 shares 9,528 $909K 0.01% -1,497 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,703 shares; 2025Q1: 2,518 shares; 2025Q2: 3,263 shares; 2025Q3: 3,495 shares 3,495 $903K 0.01% +232 Timeline FENY 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: 33,464 shares; 2024Q4: 15,249 shares; 2025Q1: not reported; 2025Q2: 102,600 shares; 2025Q3: 36,485 shares 36,485 $902K 0.01% -66,115 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 6,088 shares; 2025Q1: not reported; 2025Q2: 6,427 shares; 2025Q3: 7,410 shares 7,410 $898K 0.01% +983 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: 5,043 shares; 2024Q4: 5,741 shares; 2025Q1: 6,540 shares; 2025Q2: 4,010 shares; 2025Q3: 3,778 shares 3,778 $891K 0.01% -232 Timeline DFEV 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: 9,033 shares; 2025Q1: 17,841 shares; 2025Q2: not reported; 2025Q3: 27,946 shares 27,946 $891K 0.01% new Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,922 shares; 2024Q4: 14,701 shares; 2025Q1: 18,224 shares; 2025Q2: not reported; 2025Q3: 11,966 shares 11,966 $890K 0.01% new Timeline ITRI ITRON INC More: the full row for ITRON 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: 3,395 shares; 2025Q2: 4,583 shares; 2025Q3: 7,114 shares 7,114 $886K 0.01% +2,531 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 5,089 shares; 2025Q1: not reported; 2025Q2: 5,096 shares; 2025Q3: 5,061 shares 5,061 $885K 0.01% -35 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,607 shares; 2025Q3: 10,802 shares 10,802 $882K 0.01% +1,195 Timeline DTD 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: 9,427 shares; 2024Q4: 11,383 shares; 2025Q1: 11,274 shares; 2025Q2: 10,852 shares; 2025Q3: 10,504 shares 10,504 $882K 0.01% -348 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: 2,780 shares; 2024Q4: 3,590 shares; 2025Q1: 5,217 shares; 2025Q2: 4,665 shares; 2025Q3: 6,225 shares 6,225 $881K 0.01% +1,560 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 2,019 shares; 2025Q1: 1,480 shares; 2025Q2: 1,469 shares; 2025Q3: 1,567 shares 1,567 $881K 0.01% +98 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 5,247 shares; 2025Q1: 5,854 shares; 2025Q2: not reported; 2025Q3: 5,287 shares 5,287 $878K 0.01% new 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: 6,158 shares; 2024Q4: 7,449 shares; 2025Q1: 7,331 shares; 2025Q2: 7,695 shares; 2025Q3: 8,167 shares 8,167 $878K 0.01% +472 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 12,138 shares; 2025Q1: 13,434 shares; 2025Q2: 13,087 shares; 2025Q3: 13,471 shares 13,471 $878K 0.01% +384 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,739 shares; 2024Q4: 13,998 shares; 2025Q1: 4,816 shares; 2025Q2: 2,710 shares; 2025Q3: 2,739 shares 2,739 $877K 0.01% +29 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,122 shares; 2024Q4: 35,737 shares; 2025Q1: 35,062 shares; 2025Q2: 35,378 shares; 2025Q3: 36,563 shares 36,563 $875K 0.01% +1,185 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,170 shares; 2024Q4: 10,647 shares; 2025Q1: not reported; 2025Q2: 9,474 shares; 2025Q3: 9,282 shares 9,282 $866K 0.01% -192 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,879 shares; 2024Q4: 3,709 shares; 2025Q1: 4,219 shares; 2025Q2: 3,567 shares; 2025Q3: 3,413 shares 3,413 $859K 0.01% -154 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: 10,705 shares; 2024Q4: 8,633 shares; 2025Q1: 9,989 shares; 2025Q2: 9,620 shares; 2025Q3: 10,714 shares 10,714 $856K 0.01% +1,094 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,204 shares; 2024Q4: 59,305 shares; 2025Q1: 58,244 shares; 2025Q2: 55,408 shares; 2025Q3: 51,125 shares 51,125 $856K 0.01% -4,283 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,424 shares; 2024Q4: 8,082 shares; 2025Q1: not reported; 2025Q2: 8,134 shares; 2025Q3: 7,883 shares 7,883 $854K 0.01% -251 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 5,299 shares; 2025Q1: 3,442 shares; 2025Q2: 3,536 shares; 2025Q3: 3,379 shares 3,379 $854K 0.01% -157 Timeline VOX 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: 1,863 shares; 2024Q4: 1,963 shares; 2025Q1: not reported; 2025Q2: 2,361 shares; 2025Q3: 4,520 shares 4,520 $849K 0.01% +2,159 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: 8,475 shares; 2024Q4: 8,797 shares; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 7,559 shares 7,559 $848K 0.01% +4,237 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 12,478 shares; 2025Q1: 12,812 shares; 2025Q2: 12,617 shares; 2025Q3: 10,892 shares 10,892 $847K 0.01% -1,725 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: 2,430 shares; 2024Q4: 1,951 shares; 2025Q1: 1,745 shares; 2025Q2: 1,350 shares; 2025Q3: 1,343 shares 1,343 $847K 0.01% -7 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,851 shares; 2024Q4: 7,964 shares; 2025Q1: 14,105 shares; 2025Q2: 21,042 shares; 2025Q3: 33,045 shares 33,045 $845K 0.01% +12,003 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE 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: 3,685 shares; 2025Q2: not reported; 2025Q3: 15,993 shares 15,993 $844K 0.01% new 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: 3,145 shares; 2024Q4: 4,302 shares; 2025Q1: not reported; 2025Q2: 4,693 shares; 2025Q3: 4,723 shares 4,723 $844K 0.01% +30 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: 1,220 shares; 2024Q4: 1,577 shares; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,488 shares 1,488 $841K 0.01% -134 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: 16,510 shares; 2024Q4: 20,563 shares; 2025Q1: 16,422 shares; 2025Q2: 14,187 shares; 2025Q3: 10,954 shares 10,954 $837K 0.01% -3,233 Timeline ICSH 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: 23,710 shares; 2024Q4: 18,092 shares; 2025Q1: 11,550 shares; 2025Q2: 22,955 shares; 2025Q3: 16,417 shares 16,417 $833K 0.01% -6,538 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: 32,503 shares; 2024Q4: 35,166 shares; 2025Q1: 11,288 shares; 2025Q2: 10,187 shares; 2025Q3: 11,343 shares 11,343 $833K 0.01% +1,156 Timeline BBCP CONCRETE PUMPING HLDGS INC More: the full row for CONCRETE PUMPING HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,213 shares; 2024Q4: 118,213 shares; 2025Q1: 118,213 shares; 2025Q2: 118,213 shares; 2025Q3: 118,213 shares 118,213 $833K 0.01% 0 Timeline MOAT 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: 3,273 shares; 2024Q4: 6,187 shares; 2025Q1: 7,093 shares; 2025Q2: 8,706 shares; 2025Q3: 8,380 shares 8,380 $831K 0.01% -326 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: 5,754 shares; 2024Q4: 7,358 shares; 2025Q1: not reported; 2025Q2: 9,574 shares; 2025Q3: 9,977 shares 9,977 $829K 0.01% +403 Timeline 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: 3,107 shares; 2024Q4: 3,611 shares; 2025Q1: not reported; 2025Q2: 3,491 shares; 2025Q3: 3,254 shares 3,254 $826K 0.01% -237 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,774 shares; 2024Q4: 10,537 shares; 2025Q1: 8,883 shares; 2025Q2: 8,846 shares; 2025Q3: 7,926 shares 7,926 $825K 0.01% -920 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,377 shares; 2024Q4: 62,418 shares; 2025Q1: 12,686 shares; 2025Q2: 13,069 shares; 2025Q3: 12,827 shares 12,827 $824K 0.01% -242 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,112 shares; 2024Q4: 2,531 shares; 2025Q1: not reported; 2025Q2: 2,725 shares; 2025Q3: 2,749 shares 2,749 $824K 0.01% +24 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 15,680 shares; 2025Q1: 18,534 shares; 2025Q2: 17,270 shares; 2025Q3: 19,497 shares 19,497 $823K 0.01% +2,227 Timeline VHT 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: 996 shares; 2024Q4: 2,831 shares; 2025Q1: 5,258 shares; 2025Q2: 3,213 shares; 2025Q3: 3,171 shares 3,171 $823K 0.01% -42 Timeline IGLB 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: 22,946 shares; 2025Q1: 25,469 shares; 2025Q2: 14,027 shares; 2025Q3: 15,966 shares 15,966 $823K 0.01% +1,939 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,598 shares; 2025Q2: 1,588 shares; 2025Q3: 1,760 shares 1,760 $822K 0.01% +172 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: 8,662 shares; 2024Q4: 8,901 shares; 2025Q1: 12,258 shares; 2025Q2: 14,168 shares; 2025Q3: 14,121 shares 14,121 $820K 0.01% -47 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,251 shares; 2025Q1: 12,879 shares; 2025Q2: 24,492 shares; 2025Q3: 32,499 shares 32,499 $817K 0.01% +8,007 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: 14,182 shares; 2024Q4: 15,476 shares; 2025Q1: 14,614 shares; 2025Q2: 9,687 shares; 2025Q3: 18,492 shares 18,492 $814K 0.01% +8,805 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: not reported; 2025Q3: 9,417 shares 9,417 $814K 0.01% new Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,441 shares; 2024Q4: 83,335 shares; 2025Q1: 86,212 shares; 2025Q2: 85,028 shares; 2025Q3: 88,987 shares 88,987 $811K 0.01% +3,959 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,640 shares 4,640 $810K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,155 shares; 2025Q1: 22,422 shares; 2025Q2: 25,226 shares; 2025Q3: 27,836 shares 27,836 $810K 0.01% +2,610 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,353 shares; 2024Q4: 14,190 shares; 2025Q1: 11,375 shares; 2025Q2: 4,001 shares; 2025Q3: 3,979 shares 3,979 $808K 0.01% -22 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 469 shares; 2025Q1: 397 shares; 2025Q2: 638 shares; 2025Q3: 539 shares 539 $807K 0.01% -99 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,005 shares; 2024Q4: 19,867 shares; 2025Q1: 35,036 shares; 2025Q2: 27,103 shares; 2025Q3: 29,392 shares 29,392 $801K 0.01% +2,289 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: 11,638 shares; 2024Q4: 12,439 shares; 2025Q1: 13,796 shares; 2025Q2: 11,959 shares; 2025Q3: 10,844 shares 10,844 $795K 0.01% -1,115 Timeline XYLD 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: 15,032 shares; 2024Q4: 17,109 shares; 2025Q1: 19,080 shares; 2025Q2: 19,735 shares; 2025Q3: 20,232 shares 20,232 $794K 0.01% +497 Timeline JPST 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: 20,661 shares; 2024Q4: 23,215 shares; 2025Q1: not reported; 2025Q2: 22,151 shares; 2025Q3: 15,565 shares 15,565 $790K 0.01% -6,586 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,555 shares; 2024Q4: 10,737 shares; 2025Q1: 10,505 shares; 2025Q2: 10,611 shares; 2025Q3: 10,910 shares 10,910 $788K 0.01% +299 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,281 shares; 2024Q4: 15,217 shares; 2025Q1: not reported; 2025Q2: 17,271 shares; 2025Q3: 17,015 shares 17,015 $783K 0.01% -256 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: 6,085 shares; 2024Q4: 6,600 shares; 2025Q1: 6,769 shares; 2025Q2: 12,485 shares; 2025Q3: 12,790 shares 12,790 $782K 0.01% +305 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,411 shares; 2025Q1: 1,891 shares; 2025Q2: 2,765 shares; 2025Q3: 2,997 shares 2,997 $782K 0.01% +232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,385 shares 8,385 $781K 0.01% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 6,591 shares; 2025Q1: not reported; 2025Q2: 5,390 shares; 2025Q3: 5,889 shares 5,889 $779K 0.01% +499 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 3,158 shares; 2025Q1: 2,890 shares; 2025Q2: 3,618 shares; 2025Q3: 4,230 shares 4,230 $779K 0.01% +612 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,695 shares; 2024Q4: 16,199 shares; 2025Q1: 18,307 shares; 2025Q2: 18,456 shares; 2025Q3: 20,579 shares 20,579 $778K 0.01% +2,123 Timeline FTXO 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: 20,177 shares; 2025Q1: 20,517 shares; 2025Q2: not reported; 2025Q3: 21,744 shares 21,744 $774K 0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,540 shares; 2024Q4: 4,627 shares; 2025Q1: 4,749 shares; 2025Q2: 4,129 shares; 2025Q3: 7,087 shares 7,087 $771K 0.01% +2,958 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,797 shares; 2025Q1: 3,133 shares; 2025Q2: 3,115 shares; 2025Q3: 3,637 shares 3,637 $771K 0.01% +522 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,867 shares; 2024Q4: 5,659 shares; 2025Q1: 6,770 shares; 2025Q2: 7,584 shares; 2025Q3: 7,670 shares 7,670 $770K 0.01% +86 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 3,918 shares; 2025Q1: 4,101 shares; 2025Q2: 4,071 shares; 2025Q3: 4,291 shares 4,291 $769K 0.01% +220 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 4,668 shares; 2025Q1: 4,883 shares; 2025Q2: 5,109 shares; 2025Q3: 5,161 shares 5,161 $769K 0.01% +52 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: 3,285 shares; 2024Q4: 4,395 shares; 2025Q1: not reported; 2025Q2: 4,900 shares; 2025Q3: 5,419 shares 5,419 $768K 0.01% +519 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,644 shares; 2025Q2: 23,614 shares; 2025Q3: 31,198 shares 31,198 $768K 0.01% +7,584 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,782 shares; 2025Q1: 684 shares; 2025Q2: 1,885 shares; 2025Q3: 1,936 shares 1,936 $767K 0.01% +51 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,495 shares; 2024Q4: 82,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,109 shares 114,109 $765K 0.01% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,061 shares; 2024Q4: 7,095 shares; 2025Q1: not reported; 2025Q2: 7,782 shares; 2025Q3: 8,058 shares 8,058 $765K 0.01% +276 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: 1,575 shares; 2024Q4: 1,485 shares; 2025Q1: 1,826 shares; 2025Q2: 1,885 shares; 2025Q3: 1,889 shares 1,889 $760K 0.01% +4 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,923 shares; 2024Q4: 10,247 shares; 2025Q1: 12,292 shares; 2025Q2: 9,973 shares; 2025Q3: 9,869 shares 9,869 $760K 0.01% -104 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: 2,109 shares; 2024Q4: 2,521 shares; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 5,758 shares 5,758 $759K 0.01% +2,593 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,760 shares 9,760 $758K 0.01% new Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS 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: 16,615 shares; 2025Q2: 24,826 shares; 2025Q3: 29,500 shares 29,500 $753K 0.01% +4,674 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 4,945 shares; 2025Q1: 5,508 shares; 2025Q2: 4,576 shares; 2025Q3: 4,078 shares 4,078 $752K 0.01% -498 Timeline