FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 4,416 shares; 2025Q1: 5,512 shares; 2025Q2: 7,151 shares; 2025Q3: 7,569 shares 7,569 $1.2M 0.01% +418 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,227 shares; 2025Q2: 6,768 shares; 2025Q3: 20,795 shares 20,795 $1.2M 0.01% +14,027 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,397 shares; 2024Q4: 17,490 shares; 2025Q1: 18,732 shares; 2025Q2: 22,439 shares; 2025Q3: 24,363 shares 24,363 $1.19M 0.01% +1,924 Timeline ITB 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: 11,533 shares; 2025Q1: 11,643 shares; 2025Q2: 10,913 shares; 2025Q3: 11,063 shares 11,063 $1.19M 0.01% +150 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,220 shares; 2024Q4: 76,023 shares; 2025Q1: 80,780 shares; 2025Q2: 103,018 shares; 2025Q3: 61,211 shares 61,211 $1.19M 0.01% -41,807 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: 4,905 shares; 2024Q4: 2,787 shares; 2025Q1: 2,837 shares; 2025Q2: 6,767 shares; 2025Q3: 6,608 shares 6,608 $1.18M 0.01% -159 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: 11,736 shares; 2024Q4: 26,406 shares; 2025Q1: 27,640 shares; 2025Q2: 22,969 shares; 2025Q3: 42,437 shares 42,437 $1.18M 0.01% +19,468 Timeline BILS 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: 11,166 shares; 2025Q1: 11,577 shares; 2025Q2: 11,753 shares; 2025Q3: 11,870 shares 11,870 $1.18M 0.01% +117 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,757 shares; 2025Q1: 4,053 shares; 2025Q2: 8,343 shares; 2025Q3: 9,594 shares 9,594 $1.18M 0.01% +1,251 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,750 shares; 2024Q4: 32,368 shares; 2025Q1: 32,521 shares; 2025Q2: 34,984 shares; 2025Q3: 33,258 shares 33,258 $1.17M 0.01% -1,726 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: 17,320 shares; 2024Q4: 26,816 shares; 2025Q1: 26,158 shares; 2025Q2: 25,918 shares; 2025Q3: 27,015 shares 27,015 $1.17M 0.01% +1,097 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 2,027 shares; 2025Q1: 2,070 shares; 2025Q2: 2,406 shares; 2025Q3: 2,609 shares 2,609 $1.17M 0.01% +203 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 9,644 shares; 2025Q1: 8,038 shares; 2025Q2: 10,385 shares; 2025Q3: 10,866 shares 10,866 $1.16M 0.01% +481 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,541 shares; 2024Q4: 13,631 shares; 2025Q1: 14,862 shares; 2025Q2: 14,786 shares; 2025Q3: 14,444 shares 14,444 $1.16M 0.01% -342 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 7,163 shares; 2025Q1: 7,845 shares; 2025Q2: 7,568 shares; 2025Q3: 16,833 shares 16,833 $1.16M 0.01% +9,265 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 7,695 shares; 2025Q1: 14,619 shares; 2025Q2: 13,521 shares; 2025Q3: 15,531 shares 15,531 $1.16M 0.01% +2,010 Timeline PGX 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: 62,530 shares; 2024Q4: 126,974 shares; 2025Q1: 93,630 shares; 2025Q2: 103,661 shares; 2025Q3: 106,413 shares 106,413 $1.16M 0.01% +2,752 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,549 shares; 2024Q4: 22,689 shares; 2025Q1: 37,860 shares; 2025Q2: 53,797 shares; 2025Q3: 71,137 shares 71,137 $1.16M 0.01% +17,340 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,315 shares; 2024Q4: 130,838 shares; 2025Q1: 135,859 shares; 2025Q2: 142,246 shares; 2025Q3: 141,154 shares 141,154 $1.16M 0.01% -1,092 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,389 shares; 2025Q2: 12,182 shares; 2025Q3: 18,143 shares 18,143 $1.15M 0.01% +5,961 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,453 shares; 2025Q3: 35,143 shares 35,143 $1.15M 0.01% +14,690 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,540 shares; 2024Q4: 8,953 shares; 2025Q1: 12,582 shares; 2025Q2: 18,544 shares; 2025Q3: 18,256 shares 18,256 $1.14M 0.01% -288 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: 8,754 shares; 2024Q4: 13,648 shares; 2025Q1: 16,968 shares; 2025Q2: 30,984 shares; 2025Q3: 35,330 shares 35,330 $1.14M 0.01% +4,346 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,143 shares; 2024Q4: 3,925 shares; 2025Q1: 5,168 shares; 2025Q2: 5,390 shares; 2025Q3: 5,637 shares 5,637 $1.14M 0.01% +247 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,754 shares; 2024Q4: 21,006 shares; 2025Q1: 22,067 shares; 2025Q2: 28,973 shares; 2025Q3: 36,578 shares 36,578 $1.14M 0.01% +7,605 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: 20,948 shares; 2024Q4: 26,628 shares; 2025Q1: 27,145 shares; 2025Q2: 34,341 shares; 2025Q3: 27,633 shares 27,633 $1.13M 0.01% -6,708 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 9,509 shares; 2025Q3: 15,596 shares 15,596 $1.13M 0.01% +6,087 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,089 shares; 2024Q4: 20,266 shares; 2025Q1: 21,735 shares; 2025Q2: 23,433 shares; 2025Q3: 25,610 shares 25,610 $1.13M 0.01% +2,177 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,126 shares; 2025Q1: 39,676 shares; 2025Q2: 64,038 shares; 2025Q3: 59,766 shares 59,766 $1.12M 0.01% -4,272 Timeline AFMC 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: 9,077 shares; 2025Q1: 12,999 shares; 2025Q2: 19,694 shares; 2025Q3: 30,723 shares 30,723 $1.12M 0.01% +11,029 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,349 shares; 2024Q4: 30,526 shares; 2025Q1: 30,114 shares; 2025Q2: 53,394 shares; 2025Q3: 55,571 shares 55,571 $1.12M 0.01% +2,177 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,042 shares; 2025Q3: 70,066 shares 70,066 $1.12M 0.01% +22,024 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: not reported; 2025Q1: 5,736 shares; 2025Q2: 24,018 shares; 2025Q3: 22,207 shares 22,207 $1.12M 0.01% -1,811 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,882 shares; 2025Q3: 32,245 shares 32,245 $1.12M 0.01% +2,363 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,683 shares; 2025Q2: 13,849 shares; 2025Q3: 14,973 shares 14,973 $1.11M 0.01% +1,124 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,478 shares; 2025Q1: 3,383 shares; 2025Q2: 6,130 shares; 2025Q3: 8,306 shares 8,306 $1.11M 0.01% +2,176 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: 886 shares; 2024Q4: 1,890 shares; 2025Q1: 2,458 shares; 2025Q2: 2,541 shares; 2025Q3: 2,574 shares 2,574 $1.11M 0.01% +33 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: 2,719 shares; 2024Q4: 3,022 shares; 2025Q1: 3,551 shares; 2025Q2: 3,505 shares; 2025Q3: 4,694 shares 4,694 $1.1M 0.01% +1,189 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,987 shares; 2024Q4: 14,395 shares; 2025Q1: 17,829 shares; 2025Q2: 20,241 shares; 2025Q3: 19,753 shares 19,753 $1.1M 0.01% -488 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: 5,805 shares; 2024Q4: 6,512 shares; 2025Q1: 8,162 shares; 2025Q2: 7,246 shares; 2025Q3: 7,341 shares 7,341 $1.1M 0.01% +95 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS 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: 16,516 shares; 2025Q2: 19,195 shares; 2025Q3: 25,308 shares 25,308 $1.1M 0.01% +6,113 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: 14,891 shares; 2024Q4: 11,737 shares; 2025Q1: 10,682 shares; 2025Q2: 20,373 shares; 2025Q3: 30,075 shares 30,075 $1.1M 0.01% +9,702 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,203 shares; 2025Q3: 23,637 shares 23,637 $1.1M 0.01% +13,434 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,710 shares; 2025Q3: 38,076 shares 38,076 $1.09M 0.01% +9,366 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,456 shares; 2025Q3: 20,228 shares 20,228 $1.09M 0.01% +4,772 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,456 shares; 2025Q3: 13,058 shares 13,058 $1.09M 0.01% +602 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,043 shares; 2025Q2: 11,961 shares; 2025Q3: 12,972 shares 12,972 $1.08M 0.01% +1,011 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,360 shares; 2025Q1: 2,986 shares; 2025Q2: 9,457 shares; 2025Q3: 9,378 shares 9,378 $1.08M 0.01% -79 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: 3,254 shares; 2024Q4: 3,411 shares; 2025Q1: 3,935 shares; 2025Q2: 5,302 shares; 2025Q3: 5,212 shares 5,212 $1.08M 0.01% -90 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,214 shares; 2025Q2: 18,559 shares; 2025Q3: 21,810 shares 21,810 $1.08M 0.01% +3,251 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: 753 shares; 2024Q4: 1,166 shares; 2025Q1: 1,542 shares; 2025Q2: 1,387 shares; 2025Q3: 1,456 shares 1,456 $1.08M 0.01% +69 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,159 shares; 2025Q3: 21,147 shares 21,147 $1.08M 0.01% +988 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,400 shares; 2025Q2: 23,580 shares; 2025Q3: 31,845 shares 31,845 $1.07M 0.01% +8,265 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,083 shares; 2024Q4: 4,295 shares; 2025Q1: 4,113 shares; 2025Q2: 9,029 shares; 2025Q3: 12,186 shares 12,186 $1.07M 0.01% +3,157 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,442 shares; 2024Q4: 15,357 shares; 2025Q1: 11,733 shares; 2025Q2: 11,279 shares; 2025Q3: 11,966 shares 11,966 $1.07M 0.01% +687 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,894 shares; 2025Q3: 11,208 shares 11,208 $1.07M 0.01% +1,314 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: not reported; 2024Q4: 4,790 shares; 2025Q1: 4,934 shares; 2025Q2: 4,774 shares; 2025Q3: 4,710 shares 4,710 $1.07M 0.01% -64 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,831 shares; 2024Q4: 18,699 shares; 2025Q1: 19,724 shares; 2025Q2: 21,296 shares; 2025Q3: 19,045 shares 19,045 $1.07M 0.01% -2,251 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,732 shares; 2024Q4: 15,495 shares; 2025Q1: 26,481 shares; 2025Q2: 31,344 shares; 2025Q3: 55,811 shares 55,811 $1.07M 0.01% +24,467 Timeline DXJ 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: 7,132 shares; 2024Q4: 5,550 shares; 2025Q1: 3,482 shares; 2025Q2: 7,907 shares; 2025Q3: 8,396 shares 8,396 $1.07M 0.01% +489 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: 4,105 shares; 2024Q4: 7,563 shares; 2025Q1: 9,898 shares; 2025Q2: 10,813 shares; 2025Q3: 11,047 shares 11,047 $1.06M 0.01% +234 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,548 shares; 2025Q1: 13,548 shares; 2025Q2: 13,583 shares; 2025Q3: 11,809 shares 11,809 $1.06M 0.01% -1,774 Timeline IYC 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: 10,202 shares; 2025Q1: 10,477 shares; 2025Q2: 10,066 shares; 2025Q3: 10,069 shares 10,069 $1.06M 0.01% +3 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,560 shares; 2025Q2: 4,963 shares; 2025Q3: 4,989 shares 4,989 $1.05M 0.01% +26 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: 8,500 shares; 2024Q4: 21,961 shares; 2025Q1: 26,253 shares; 2025Q2: 27,314 shares; 2025Q3: 38,587 shares 38,587 $1.05M 0.01% +11,273 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: 1,664 shares; 2024Q4: 2,556 shares; 2025Q1: 2,576 shares; 2025Q2: 2,774 shares; 2025Q3: 2,106 shares 2,106 $1.05M 0.01% -668 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: 673 shares; 2024Q4: 3,089 shares; 2025Q1: 1,381 shares; 2025Q2: 2,277 shares; 2025Q3: 2,764 shares 2,764 $1.05M 0.01% +487 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: 13,318 shares; 2025Q1: 13,080 shares; 2025Q2: 13,145 shares; 2025Q3: 12,158 shares 12,158 $1.05M 0.01% -987 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: 4,466 shares; 2024Q4: 5,530 shares; 2025Q1: 5,607 shares; 2025Q2: 7,384 shares; 2025Q3: 13,788 shares 13,788 $1.04M 0.01% +6,404 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: 3,252 shares; 2024Q4: 5,672 shares; 2025Q1: 5,623 shares; 2025Q2: 5,420 shares; 2025Q3: 5,335 shares 5,335 $1.04M 0.01% -85 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,892 shares; 2024Q4: 32,792 shares; 2025Q1: 32,553 shares; 2025Q2: 72,935 shares; 2025Q3: 54,598 shares 54,598 $1.04M 0.01% -18,337 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: 296 shares; 2024Q4: 380 shares; 2025Q1: 396 shares; 2025Q2: 637 shares; 2025Q3: 623 shares 623 $1.04M 0.01% -14 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 6,582 shares; 2025Q1: 7,304 shares; 2025Q2: 7,876 shares; 2025Q3: 9,109 shares 9,109 $1.03M 0.01% +1,233 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: 54,185 shares; 2025Q1: 67,758 shares; 2025Q2: 70,722 shares; 2025Q3: 81,647 shares 81,647 $1.03M 0.01% +10,925 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 14,352 shares 14,352 $1.03M 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 2,483 shares; 2025Q1: 6,620 shares; 2025Q2: 7,059 shares; 2025Q3: 7,234 shares 7,234 $1.02M 0.01% +175 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,309 shares; 2025Q1: 3,248 shares; 2025Q2: 6,563 shares; 2025Q3: 7,604 shares 7,604 $1.02M 0.01% +1,041 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 3,086 shares; 2025Q1: 2,767 shares; 2025Q2: 3,140 shares; 2025Q3: 3,151 shares 3,151 $1.02M 0.01% +11 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: 2,776 shares; 2024Q4: 3,599 shares; 2025Q1: 4,598 shares; 2025Q2: 5,866 shares; 2025Q3: 5,055 shares 5,055 $1.01M 0.01% -811 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,472 shares; 2025Q3: 18,518 shares 18,518 $1.01M 0.01% +3,046 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 11,327 shares; 2025Q1: 13,218 shares; 2025Q2: 13,753 shares; 2025Q3: 14,963 shares 14,963 $1.01M 0.01% +1,210 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,270 shares; 2024Q4: 8,824 shares; 2025Q1: 7,269 shares; 2025Q2: 6,899 shares; 2025Q3: 6,792 shares 6,792 $1.01M 0.01% -107 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 4,642 shares; 2025Q1: 5,308 shares; 2025Q2: 6,419 shares; 2025Q3: 5,931 shares 5,931 $1M 0.01% -488 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,746 shares; 2025Q1: 13,518 shares; 2025Q2: 20,449 shares; 2025Q3: 20,327 shares 20,327 $1M 0.01% -122 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,879 shares; 2025Q2: 67,453 shares; 2025Q3: 80,551 shares 80,551 $998K 0.01% +13,098 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,820 shares 8,820 $994K 0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,488 shares; 2024Q4: 37,782 shares; 2025Q1: 38,801 shares; 2025Q2: 39,990 shares; 2025Q3: 40,037 shares 40,037 $993K 0.01% +47 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: not reported; 2025Q2: 13,444 shares; 2025Q3: 23,583 shares 23,583 $992K 0.01% +10,139 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: not reported; 2024Q4: not reported; 2025Q1: 2,217 shares; 2025Q2: 9,507 shares; 2025Q3: 9,142 shares 9,142 $991K 0.01% -365 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 783 shares; 2025Q1: 1,661 shares; 2025Q2: 3,290 shares; 2025Q3: 3,526 shares 3,526 $990K 0.01% +236 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 788 shares; 2025Q1: 755 shares; 2025Q2: 750 shares; 2025Q3: 772 shares 772 $988K 0.01% +22 IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,958 shares; 2025Q3: 25,576 shares 25,576 $985K 0.01% +18,618 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,229 shares; 2024Q4: 10,838 shares; 2025Q1: 14,968 shares; 2025Q2: 13,448 shares; 2025Q3: 16,369 shares 16,369 $985K 0.01% +2,921 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: 12,146 shares; 2024Q4: 25,882 shares; 2025Q1: 32,093 shares; 2025Q2: 77,312 shares; 2025Q3: 84,968 shares 84,968 $983K 0.01% +7,656 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,095 shares; 2025Q1: 41,574 shares; 2025Q2: not reported; 2025Q3: 32,905 shares 32,905 $975K 0.01% new Timeline 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: not reported; 2024Q4: 2,527 shares; 2025Q1: 3,814 shares; 2025Q2: 7,463 shares; 2025Q3: 7,341 shares 7,341 $972K 0.01% -122 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,342 shares; 2025Q2: 29,749 shares; 2025Q3: 30,100 shares 30,100 $971K 0.01% +351 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 3,190 shares; 2025Q3: 3,524 shares 3,524 $971K 0.01% +334 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 7,197 shares; 2025Q1: 5,157 shares; 2025Q2: 6,331 shares; 2025Q3: 11,577 shares 11,577 $971K 0.01% +5,246 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 3,705 shares; 2025Q2: 4,107 shares; 2025Q3: 4,441 shares 4,441 $970K 0.01% +334 Timeline PTNQ 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: 21,544 shares; 2024Q4: 12,040 shares; 2025Q1: 12,069 shares; 2025Q2: 10,717 shares; 2025Q3: 12,512 shares 12,512 $970K 0.01% +1,795 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,520 shares; 2024Q4: 4,561 shares; 2025Q1: 6,400 shares; 2025Q2: 10,514 shares; 2025Q3: 10,803 shares 10,803 $969K 0.01% +289 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A 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: 16,864 shares 16,864 $967K 0.01% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 5,978 shares; 2025Q1: 6,938 shares; 2025Q2: 10,176 shares; 2025Q3: 13,126 shares 13,126 $967K 0.01% +2,950 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: not reported; 2024Q4: not reported; 2025Q1: 6,746 shares; 2025Q2: 21,363 shares; 2025Q3: 30,310 shares 30,310 $967K 0.01% +8,947 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: 2,025 shares; 2024Q4: 3,522 shares; 2025Q1: 5,573 shares; 2025Q2: 6,060 shares; 2025Q3: 5,253 shares 5,253 $967K 0.01% -807 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,480 shares; 2025Q1: 6,984 shares; 2025Q2: 6,992 shares; 2025Q3: 6,992 shares 6,992 $967K 0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,936 shares; 2025Q2: 25,832 shares; 2025Q3: 31,863 shares 31,863 $963K 0.01% +6,031 Timeline IAK 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: 6,891 shares; 2025Q1: 7,110 shares; 2025Q2: 6,608 shares; 2025Q3: 7,172 shares 7,172 $961K 0.01% +564 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,031 shares; 2024Q4: 1,321 shares; 2025Q1: 2,277 shares; 2025Q2: 2,183 shares; 2025Q3: 2,118 shares 2,118 $959K 0.01% -65 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,355 shares; 2024Q4: 17,153 shares; 2025Q1: 14,551 shares; 2025Q2: 14,484 shares; 2025Q3: 21,337 shares 21,337 $958K 0.01% +6,853 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: 8,671 shares; 2025Q1: 13,948 shares; 2025Q2: 19,712 shares; 2025Q3: 24,480 shares 24,480 $950K 0.01% +4,768 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,142 shares; 2025Q1: 6,058 shares; 2025Q2: 7,695 shares; 2025Q3: 9,360 shares 9,360 $948K 0.01% +1,665 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,998 shares; 2025Q1: 3,181 shares; 2025Q2: 4,540 shares; 2025Q3: 4,437 shares 4,437 $948K 0.01% -103 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION 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: 35,792 shares; 2025Q3: 67,380 shares 67,380 $948K 0.01% +31,588 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,364 shares; 2024Q4: 15,726 shares; 2025Q1: 24,211 shares; 2025Q2: 35,637 shares; 2025Q3: 37,964 shares 37,964 $944K 0.01% +2,327 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: not reported; 2024Q4: not reported; 2025Q1: 43,650 shares; 2025Q2: 64,716 shares; 2025Q3: 24,044 shares 24,044 $944K 0.01% -40,672 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,761 shares; 2025Q3: 19,310 shares 19,310 $944K 0.01% +549 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,356 shares; 2024Q4: 16,221 shares; 2025Q1: 10,970 shares; 2025Q2: 13,159 shares; 2025Q3: 19,565 shares 19,565 $942K 0.01% +6,406 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: 6,421 shares; 2025Q1: 13,883 shares; 2025Q2: 22,826 shares; 2025Q3: 21,324 shares 21,324 $941K 0.01% -1,502 Timeline BKLN 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: 11,748 shares; 2024Q4: 15,453 shares; 2025Q1: 15,021 shares; 2025Q2: 62,926 shares; 2025Q3: 44,937 shares 44,937 $941K 0.01% -17,989 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,593 shares; 2024Q4: 12,533 shares; 2025Q1: 13,692 shares; 2025Q2: 15,162 shares; 2025Q3: 16,628 shares 16,628 $937K 0.01% +1,466 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,546 shares; 2025Q2: 14,726 shares; 2025Q3: 39,719 shares 39,719 $936K 0.01% +24,993 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: 63,899 shares; 2024Q4: 65,394 shares; 2025Q1: 72,902 shares; 2025Q2: 71,626 shares; 2025Q3: 21,250 shares 21,250 $935K 0.01% -50,376 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,837 shares; 2025Q2: 10,773 shares; 2025Q3: 11,712 shares 11,712 $935K 0.01% +939 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: 5,166 shares; 2024Q4: 7,166 shares; 2025Q1: 4,748 shares; 2025Q2: 4,854 shares; 2025Q3: 4,744 shares 4,744 $933K 0.01% -110 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,343 shares; 2025Q1: not reported; 2025Q2: 21,685 shares; 2025Q3: 15,856 shares 15,856 $931K 0.01% -5,829 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: 11,295 shares; 2024Q4: 13,374 shares; 2025Q1: 13,592 shares; 2025Q2: 15,353 shares; 2025Q3: 16,343 shares 16,343 $930K 0.01% +990 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,740 shares; 2024Q4: 42,588 shares; 2025Q1: 49,855 shares; 2025Q2: 69,153 shares; 2025Q3: 94,600 shares 94,600 $926K 0.01% +25,447 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,910 shares; 2024Q4: 25,609 shares; 2025Q1: 31,226 shares; 2025Q2: 100,713 shares; 2025Q3: 100,847 shares 100,847 $926K 0.01% +134 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,111 shares; 2024Q4: 41,874 shares; 2025Q1: 35,565 shares; 2025Q2: 39,100 shares; 2025Q3: 37,394 shares 37,394 $924K 0.01% -1,706 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: 20,980 shares; 2024Q4: 16,499 shares; 2025Q1: 12,203 shares; 2025Q2: 14,301 shares; 2025Q3: 14,697 shares 14,697 $922K 0.01% +396 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 4,993 shares; 2025Q3: 4,110 shares 4,110 $916K 0.01% -883 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,969 shares; 2024Q4: 11,558 shares; 2025Q1: 12,143 shares; 2025Q2: 15,517 shares; 2025Q3: 17,458 shares 17,458 $913K 0.01% +1,941 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,004 shares; 2025Q1: 33,328 shares; 2025Q2: 90,157 shares; 2025Q3: 99,890 shares 99,890 $910K 0.01% +9,733 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: 2,040 shares; 2024Q4: 3,459 shares; 2025Q1: 3,689 shares; 2025Q2: 4,941 shares; 2025Q3: 4,932 shares 4,932 $908K 0.01% -9 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,461 shares 7,461 $903K 0.01% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 7,680 shares; 2025Q3: 6,324 shares 6,324 $899K 0.01% -1,356 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: 5,325 shares; 2025Q1: 6,150 shares; 2025Q2: 7,518 shares; 2025Q3: 7,152 shares 7,152 $896K 0.01% -366 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL 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: 20,768 shares; 2025Q3: 26,348 shares 26,348 $896K 0.01% +5,580 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,900 shares; 2025Q3: 16,559 shares 16,559 $893K 0.01% +1,659 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 3,955 shares; 2025Q1: 4,658 shares; 2025Q2: 5,606 shares; 2025Q3: 6,280 shares 6,280 $891K 0.01% +674 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 3,606 shares 3,606 $890K 0.01% +880 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 7,990 shares; 2025Q3: 10,476 shares 10,476 $890K 0.01% +2,486 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,866 shares; 2025Q1: 2,461 shares; 2025Q2: 3,149 shares; 2025Q3: 4,036 shares 4,036 $889K 0.01% +887 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: not reported; 2024Q4: 3,411 shares; 2025Q1: 3,178 shares; 2025Q2: 4,538 shares; 2025Q3: 4,734 shares 4,734 $889K 0.01% +196 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,826 shares; 2025Q1: 1,901 shares; 2025Q2: 3,351 shares; 2025Q3: 3,994 shares 3,994 $888K 0.01% +643 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,198 shares; 2024Q4: 13,304 shares; 2025Q1: 21,853 shares; 2025Q2: 27,197 shares; 2025Q3: 29,647 shares 29,647 $885K 0.01% +2,450 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 5,827 shares; 2025Q1: 6,872 shares; 2025Q2: 7,063 shares; 2025Q3: 6,196 shares 6,196 $883K 0.01% -867 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,468 shares; 2025Q1: not reported; 2025Q2: 12,098 shares; 2025Q3: 25,118 shares 25,118 $881K 0.01% +13,020 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: 11,708 shares; 2024Q4: 14,277 shares; 2025Q1: 6,411 shares; 2025Q2: 16,231 shares; 2025Q3: 16,669 shares 16,669 $880K 0.01% +438 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,847 shares; 2025Q1: 18,127 shares; 2025Q2: 20,580 shares; 2025Q3: 21,789 shares 21,789 $879K 0.01% +1,209 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,343 shares; 2025Q1: 68,832 shares; 2025Q2: 77,091 shares; 2025Q3: 88,753 shares 88,753 $874K 0.01% +11,662 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 14,373 shares; 2025Q3: 16,772 shares 16,772 $872K 0.01% +2,399 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: 4,902 shares; 2024Q4: 4,933 shares; 2025Q1: 5,310 shares; 2025Q2: 5,716 shares; 2025Q3: 6,046 shares 6,046 $871K 0.01% +330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,742 shares 43,742 $869K 0.01% new Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 24,418 shares; 2025Q3: 30,453 shares 30,453 $865K 0.01% +6,035 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: 7,338 shares; 2024Q4: 11,225 shares; 2025Q1: 13,319 shares; 2025Q2: 19,458 shares; 2025Q3: 20,396 shares 20,396 $861K 0.01% +938 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: 2,076 shares; 2024Q4: 2,628 shares; 2025Q1: 2,683 shares; 2025Q2: 2,894 shares; 2025Q3: 2,890 shares 2,890 $859K 0.01% -4 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 5,941 shares; 2025Q1: 7,551 shares; 2025Q2: 16,934 shares; 2025Q3: 16,851 shares 16,851 $858K 0.01% -83 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,420 shares; 2024Q4: 93,061 shares; 2025Q1: 98,061 shares; 2025Q2: 100,086 shares; 2025Q3: 97,910 shares 97,910 $858K 0.01% -2,176 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 4,794 shares; 2025Q1: 6,002 shares; 2025Q2: 7,003 shares; 2025Q3: 6,732 shares 6,732 $855K 0.01% -271 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,994 shares; 2025Q1: 6,560 shares; 2025Q2: 7,037 shares; 2025Q3: 9,064 shares 9,064 $848K 0.01% +2,027 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 5,436 shares; 2025Q1: 4,969 shares; 2025Q2: 7,782 shares; 2025Q3: 7,875 shares 7,875 $848K 0.01% +93 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: 3,888 shares; 2024Q4: 6,331 shares; 2025Q1: 10,341 shares; 2025Q2: 7,344 shares; 2025Q3: 7,011 shares 7,011 $848K 0.01% -333 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,354 shares; 2025Q3: 6,076 shares 6,076 $847K 0.01% +1,722 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,917 shares; 2024Q4: 11,045 shares; 2025Q1: 16,403 shares; 2025Q2: 26,231 shares; 2025Q3: 27,589 shares 27,589 $847K 0.01% +1,358 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,397 shares; 2024Q4: 20,909 shares; 2025Q1: 28,655 shares; 2025Q2: 31,074 shares; 2025Q3: 37,103 shares 37,103 $845K 0.01% +6,029 Timeline BKUI 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: 9,517 shares; 2025Q2: 20,002 shares; 2025Q3: 16,917 shares 16,917 $845K 0.01% -3,085 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,898 shares; 2025Q1: 7,688 shares; 2025Q2: 8,751 shares; 2025Q3: 8,475 shares 8,475 $841K 0.01% -276 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES 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: 10,081 shares; 2025Q3: 13,833 shares 13,833 $840K 0.01% +3,752 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,102 shares; 2024Q4: 4,903 shares; 2025Q1: 5,469 shares; 2025Q2: 7,275 shares; 2025Q3: 7,400 shares 7,400 $839K 0.01% +125 Timeline SKT TANGER INC More: the full row for TANGER 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: 18,337 shares; 2025Q3: 24,742 shares 24,742 $838K 0.01% +6,405 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: 9,249 shares; 2024Q4: 13,719 shares; 2025Q1: 11,328 shares; 2025Q2: 13,006 shares; 2025Q3: 12,629 shares 12,629 $835K 0.01% -377 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: not reported; 2024Q4: not reported; 2025Q1: 29,001 shares; 2025Q2: 59,958 shares; 2025Q3: 55,948 shares 55,948 $833K 0.01% -4,010 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,111 shares; 2025Q2: 7,159 shares; 2025Q3: 14,351 shares 14,351 $831K 0.01% +7,192 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,606 shares; 2024Q4: 10,317 shares; 2025Q1: 11,004 shares; 2025Q2: 11,758 shares; 2025Q3: 12,663 shares 12,663 $828K 0.01% +905 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 11,981 shares; 2025Q2: 16,137 shares; 2025Q3: 21,988 shares 21,988 $825K 0.01% +5,851 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: 88,343 shares; 2024Q4: 113,216 shares; 2025Q1: 143,565 shares; 2025Q2: 186,198 shares; 2025Q3: 180,306 shares 180,306 $823K 0.01% -5,892 Timeline GCC 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: 24,453 shares; 2024Q4: 27,747 shares; 2025Q1: 30,037 shares; 2025Q2: 34,558 shares; 2025Q3: 38,066 shares 38,066 $823K 0.01% +3,508 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: 35,550 shares; 2024Q4: 25,599 shares; 2025Q1: 47,047 shares; 2025Q2: 22,360 shares; 2025Q3: 21,085 shares 21,085 $821K 0.01% -1,275 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,430 shares; 2025Q3: 10,379 shares 10,379 $816K 0.01% +949 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,271 shares; 2025Q3: 2,322 shares 2,322 $812K 0.01% +51 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,417 shares; 2025Q1: 9,361 shares; 2025Q2: 27,889 shares; 2025Q3: 29,539 shares 29,539 $811K 0.01% +1,650 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 6,782 shares; 2025Q1: 7,601 shares; 2025Q2: 11,493 shares; 2025Q3: 12,794 shares 12,794 $809K 0.01% +1,301 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: 10,845 shares; 2024Q4: 13,669 shares; 2025Q1: 14,840 shares; 2025Q2: 17,392 shares; 2025Q3: 17,507 shares 17,507 $808K 0.01% +115 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 5,364 shares; 2025Q1: 8,105 shares; 2025Q2: 8,132 shares; 2025Q3: 8,023 shares 8,023 $803K 0.01% -109 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,379 shares; 2024Q4: 10,595 shares; 2025Q1: 11,637 shares; 2025Q2: 7,117 shares; 2025Q3: 7,369 shares 7,369 $800K 0.01% +252 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 5,426 shares; 2025Q1: 5,661 shares; 2025Q2: 6,400 shares; 2025Q3: 5,921 shares 5,921 $799K 0.01% -479 Timeline ESML 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: 6,386 shares; 2024Q4: 20,703 shares; 2025Q1: 22,067 shares; 2025Q2: 18,870 shares; 2025Q3: 17,699 shares 17,699 $798K 0.01% -1,171 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,524 shares; 2025Q1: 68,860 shares; 2025Q2: 65,448 shares; 2025Q3: 67,794 shares 67,794 $797K 0.01% +2,346 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,408 shares; 2025Q1: 12,015 shares; 2025Q2: 12,203 shares; 2025Q3: 62,296 shares 62,296 $796K 0.01% +50,093 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,830 shares; 2024Q4: 31,286 shares; 2025Q1: 33,168 shares; 2025Q2: 35,577 shares; 2025Q3: 35,385 shares 35,385 $795K 0.01% -192 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,268 shares; 2025Q2: 19,411 shares; 2025Q3: 22,449 shares 22,449 $793K 0.01% +3,038 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: not reported; 2024Q4: not reported; 2025Q1: 39,182 shares; 2025Q2: 11,411 shares; 2025Q3: 15,603 shares 15,603 $793K 0.01% +4,192 Timeline ATI ATI INC More: the full row for ATI 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: 9,739 shares 9,739 $792K 0.01% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,131 shares; 2025Q1: 14,135 shares; 2025Q2: 16,305 shares; 2025Q3: 14,531 shares 14,531 $792K 0.01% -1,774 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,123 shares; 2025Q1: 3,807 shares; 2025Q2: 4,178 shares; 2025Q3: 4,828 shares 4,828 $790K 0.01% +650 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: 28,448 shares; 2024Q4: 32,408 shares; 2025Q1: 32,475 shares; 2025Q2: 32,784 shares; 2025Q3: 32,992 shares 32,992 $790K 0.01% +208 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 11,778 shares; 2025Q1: 9,302 shares; 2025Q2: 18,394 shares; 2025Q3: 15,416 shares 15,416 $789K 0.01% -2,978 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS 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: 13,568 shares; 2025Q2: 24,534 shares; 2025Q3: 31,805 shares 31,805 $789K 0.01% +7,271 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,810 shares; 2024Q4: 19,238 shares; 2025Q1: 18,183 shares; 2025Q2: not reported; 2025Q3: 34,949 shares 34,949 $787K 0.01% new Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: 7,201 shares; 2025Q1: 5,772 shares; 2025Q2: 5,786 shares; 2025Q3: 5,939 shares 5,939 $787K 0.01% +153 Timeline IBTJ 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: 35,716 shares 35,716 $784K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,332 shares; 2025Q1: not reported; 2025Q2: 3,486 shares; 2025Q3: 3,995 shares 3,995 $783K 0.01% +509 Timeline RSPH 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: 26,505 shares; 2024Q4: 26,361 shares; 2025Q1: 26,167 shares; 2025Q2: 26,357 shares; 2025Q3: 26,525 shares 26,525 $780K <0.01% +168 Timeline JMTG 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: 12,134 shares; 2025Q3: 15,271 shares 15,271 $779K <0.01% +3,137 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,241 shares; 2025Q3: 19,552 shares 19,552 $775K <0.01% +8,311 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,482 shares; 2025Q2: 10,584 shares; 2025Q3: 12,054 shares 12,054 $774K <0.01% +1,470 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER 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: 34,187 shares; 2025Q2: 32,188 shares; 2025Q3: 34,313 shares 34,313 $768K <0.01% +2,125 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,121 shares; 2024Q4: 11,269 shares; 2025Q1: 12,309 shares; 2025Q2: 24,837 shares; 2025Q3: 28,349 shares 28,349 $768K <0.01% +3,512 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 16,024 shares; 2025Q1: 17,553 shares; 2025Q2: 8,150 shares; 2025Q3: 8,159 shares 8,159 $768K <0.01% +9 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 2,665 shares; 2025Q1: 5,499 shares; 2025Q2: 6,173 shares; 2025Q3: 4,566 shares 4,566 $767K <0.01% -1,607 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: 48,014 shares; 2024Q4: 38,735 shares; 2025Q1: 18,699 shares; 2025Q2: 23,821 shares; 2025Q3: 28,655 shares 28,655 $763K <0.01% +4,834 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,042 shares; 2024Q4: 12,045 shares; 2025Q1: 8,066 shares; 2025Q2: 8,863 shares; 2025Q3: 7,944 shares 7,944 $760K <0.01% -919 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,056 shares; 2025Q3: 62,378 shares 62,378 $759K <0.01% +16,322 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,590 shares; 2025Q3: 16,738 shares 16,738 $758K <0.01% +2,148 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,780 shares; 2025Q1: 6,933 shares; 2025Q2: 7,730 shares; 2025Q3: 9,007 shares 9,007 $756K <0.01% +1,277 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,810 shares; 2025Q1: 23,902 shares; 2025Q2: 69,202 shares; 2025Q3: 72,742 shares 72,742 $756K <0.01% +3,540 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,957 shares; 2025Q1: 6,270 shares; 2025Q2: 15,209 shares; 2025Q3: 11,875 shares 11,875 $756K <0.01% -3,334 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,054 shares; 2025Q3: 17,152 shares 17,152 $756K <0.01% +6,098 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,120 shares; 2025Q1: 3,109 shares; 2025Q2: 8,098 shares; 2025Q3: 8,345 shares 8,345 $755K <0.01% +247 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 11,134 shares; 2025Q1: 17,812 shares; 2025Q2: 20,044 shares; 2025Q3: 20,059 shares 20,059 $750K <0.01% +15 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL 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: 15,436 shares; 2025Q3: 16,645 shares 16,645 $749K <0.01% +1,209 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,531 shares; 2024Q4: 27,175 shares; 2025Q1: 29,485 shares; 2025Q2: 30,598 shares; 2025Q3: 30,637 shares 30,637 $748K <0.01% +39 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 1,266 shares; 2025Q1: 1,775 shares; 2025Q2: 1,807 shares; 2025Q3: 1,782 shares 1,782 $747K <0.01% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,700 shares; 2025Q3: 14,588 shares 14,588 $747K <0.01% +888 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,561 shares; 2025Q3: 15,298 shares 15,298 $746K <0.01% +7,737 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,164 shares; 2025Q2: 25,399 shares; 2025Q3: 30,091 shares 30,091 $745K <0.01% +4,692 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,715 shares; 2025Q1: not reported; 2025Q2: 22,124 shares; 2025Q3: 21,674 shares 21,674 $744K <0.01% -450 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,746 shares; 2025Q1: 5,772 shares; 2025Q2: 6,786 shares; 2025Q3: 6,923 shares 6,923 $744K <0.01% +137 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 6,128 shares; 2025Q1: 6,659 shares; 2025Q2: 9,148 shares; 2025Q3: 9,046 shares 9,046 $742K <0.01% -102 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 556 shares; 2025Q1: 557 shares; 2025Q2: 618 shares; 2025Q3: 600 shares 600 $741K <0.01% -18 DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,066 shares; 2025Q1: 8,262 shares; 2025Q2: 14,213 shares; 2025Q3: 14,912 shares 14,912 $740K <0.01% +699 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,502 shares; 2025Q1: 20,511 shares; 2025Q2: 22,653 shares; 2025Q3: 23,078 shares 23,078 $740K <0.01% +425 Timeline VSHY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,437 shares; 2025Q2: 31,575 shares; 2025Q3: 33,521 shares 33,521 $737K <0.01% +1,946 Timeline DFP FLAHERTY & CRUMRINE DYNAMIC More: the full row for FLAHERTY & CRUMRINE DYNAMIC 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: 30,279 shares; 2025Q3: 34,029 shares 34,029 $736K <0.01% +3,750 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 2,667 shares; 2025Q1: 2,952 shares; 2025Q2: 3,109 shares; 2025Q3: 3,172 shares 3,172 $735K <0.01% +63 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,572 shares; 2025Q3: 13,836 shares 13,836 $735K <0.01% +3,264 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,291 shares 13,291 $734K <0.01% new 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: 8,121 shares; 2024Q4: 16,162 shares; 2025Q1: 16,097 shares; 2025Q2: 22,561 shares; 2025Q3: 23,813 shares 23,813 $733K <0.01% +1,252 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,364 shares; 2025Q1: 10,598 shares; 2025Q2: 67,258 shares; 2025Q3: 91,157 shares 91,157 $729K <0.01% +23,899 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 3,968 shares 3,968 $727K <0.01% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,046 shares; 2025Q2: 6,584 shares; 2025Q3: 6,468 shares 6,468 $726K <0.01% -116 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 6,981 shares; 2025Q1: 10,197 shares; 2025Q2: 12,482 shares; 2025Q3: 10,655 shares 10,655 $725K <0.01% -1,827 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 7,179 shares; 2025Q1: 7,090 shares; 2025Q2: 9,063 shares; 2025Q3: 9,555 shares 9,555 $725K <0.01% +492 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,463 shares; 2025Q3: 34,263 shares 34,263 $724K <0.01% +1,800 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: 13,163 shares; 2024Q4: 17,028 shares; 2025Q1: 17,767 shares; 2025Q2: 22,697 shares; 2025Q3: 25,364 shares 25,364 $724K <0.01% +2,667 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,311 shares; 2024Q4: 6,895 shares; 2025Q1: 7,795 shares; 2025Q2: 7,373 shares; 2025Q3: 7,622 shares 7,622 $722K <0.01% +249 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,329 shares 19,329 $720K <0.01% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,256 shares; 2025Q2: 18,508 shares; 2025Q3: 22,227 shares 22,227 $718K <0.01% +3,719 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,638 shares; 2024Q4: 14,808 shares; 2025Q1: 15,013 shares; 2025Q2: 11,300 shares; 2025Q3: 14,122 shares 14,122 $716K <0.01% +2,822 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 2,965 shares; 2025Q3: 2,912 shares 2,912 $715K <0.01% -53 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,302 shares 21,302 $714K <0.01% new 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: 18,463 shares; 2024Q4: 12,648 shares; 2025Q1: 16,233 shares; 2025Q2: 15,732 shares; 2025Q3: 15,559 shares 15,559 $713K <0.01% -173 Timeline PRN 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: 2,423 shares; 2025Q1: 2,800 shares; 2025Q2: 3,447 shares; 2025Q3: 4,067 shares 4,067 $712K <0.01% +620 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,617 shares; 2024Q4: 5,422 shares; 2025Q1: 7,847 shares; 2025Q2: 12,938 shares; 2025Q3: 14,779 shares 14,779 $711K <0.01% +1,841 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 5,407 shares; 2025Q1: 5,475 shares; 2025Q2: 5,622 shares; 2025Q3: 5,839 shares 5,839 $708K <0.01% +217 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 9,876 shares; 2025Q1: 10,261 shares; 2025Q2: 13,005 shares; 2025Q3: 14,208 shares 14,208 $708K <0.01% +1,203 Timeline WHD CACTUS INC More: the full row for CACTUS 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: 14,357 shares; 2025Q3: 17,913 shares 17,913 $708K <0.01% +3,556 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 12,210 shares; 2025Q1: 12,806 shares; 2025Q2: 11,898 shares; 2025Q3: 9,956 shares 9,956 $707K <0.01% -1,942 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,370 shares; 2025Q1: 17,193 shares; 2025Q2: 19,680 shares; 2025Q3: 16,763 shares 16,763 $706K <0.01% -2,917 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,890 shares; 2025Q2: 7,143 shares; 2025Q3: 8,167 shares 8,167 $705K <0.01% +1,024 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,325 shares; 2024Q4: 32,195 shares; 2025Q1: 27,370 shares; 2025Q2: 36,538 shares; 2025Q3: 36,703 shares 36,703 $702K <0.01% +165 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,238 shares; 2024Q4: 20,817 shares; 2025Q1: 21,193 shares; 2025Q2: 22,879 shares; 2025Q3: 22,009 shares 22,009 $701K <0.01% -870 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,480 shares; 2025Q3: 19,760 shares 19,760 $700K <0.01% +280 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 7,385 shares; 2025Q1: 4,140 shares; 2025Q2: 3,797 shares; 2025Q3: 4,350 shares 4,350 $700K <0.01% +553 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: 83,353 shares; 2024Q4: 74,167 shares; 2025Q1: 74,797 shares; 2025Q2: 75,440 shares; 2025Q3: 76,669 shares 76,669 $698K <0.01% +1,229 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 55,014 shares; 2025Q1: 62,507 shares; 2025Q2: 7,577 shares; 2025Q3: 7,423 shares 7,423 $693K <0.01% -154 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,634 shares; 2024Q4: 33,849 shares; 2025Q1: 30,635 shares; 2025Q2: 29,858 shares; 2025Q3: 36,598 shares 36,598 $692K <0.01% +6,740 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,302 shares; 2025Q3: 6,874 shares 6,874 $691K <0.01% +1,572 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,248 shares; 2024Q4: 3,672 shares; 2025Q1: 4,095 shares; 2025Q2: 5,089 shares; 2025Q3: 5,430 shares 5,430 $688K <0.01% +341 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 4,075 shares; 2025Q1: 7,445 shares; 2025Q2: 9,219 shares; 2025Q3: 9,003 shares 9,003 $687K <0.01% -216 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 2,353 shares; 2025Q1: 2,698 shares; 2025Q2: 2,737 shares; 2025Q3: 2,305 shares 2,305 $687K <0.01% -432 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,780 shares; 2025Q1: 20,155 shares; 2025Q2: 25,644 shares; 2025Q3: 25,644 shares 25,644 $686K <0.01% 0 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 13,500 shares; 2025Q1: 14,745 shares; 2025Q2: 19,493 shares; 2025Q3: 18,860 shares 18,860 $685K <0.01% -633 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,493 shares; 2025Q3: 4,316 shares 4,316 $682K <0.01% +1,823 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,330 shares; 2025Q1: 18,528 shares; 2025Q2: 28,621 shares; 2025Q3: 32,928 shares 32,928 $681K <0.01% +4,307 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,318 shares; 2024Q4: 15,186 shares; 2025Q1: 21,519 shares; 2025Q2: 36,091 shares; 2025Q3: 35,535 shares 35,535 $680K <0.01% -556 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,216 shares; 2025Q2: 9,108 shares; 2025Q3: 9,254 shares 9,254 $679K <0.01% +146 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,294 shares 18,294 $678K <0.01% new Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 9,651 shares; 2025Q3: 17,186 shares 17,186 $676K <0.01% +7,535 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: 3,557 shares; 2024Q4: 4,256 shares; 2025Q1: 3,464 shares; 2025Q2: 4,439 shares; 2025Q3: 3,516 shares 3,516 $675K <0.01% -923 Timeline SHYG 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: 10,225 shares; 2024Q4: 14,897 shares; 2025Q1: 5,906 shares; 2025Q2: 19,794 shares; 2025Q3: 15,512 shares 15,512 $672K <0.01% -4,282 Timeline NUMV 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: 7,136 shares; 2024Q4: 18,604 shares; 2025Q1: 17,566 shares; 2025Q2: 17,566 shares; 2025Q3: 17,356 shares 17,356 $671K <0.01% -210 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 7,549 shares; 2025Q1: 7,213 shares; 2025Q2: 13,390 shares; 2025Q3: 14,200 shares 14,200 $671K <0.01% +810 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,658 shares; 2024Q4: 49,750 shares; 2025Q1: 54,210 shares; 2025Q2: 55,999 shares; 2025Q3: 45,656 shares 45,656 $670K <0.01% -10,343 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,556 shares; 2025Q3: 24,265 shares 24,265 $669K <0.01% +2,709 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: not reported; 2024Q4: 2,371 shares; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 1,932 shares 1,932 $665K <0.01% +1,126 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: 4,354 shares; 2025Q2: 4,735 shares; 2025Q3: 5,124 shares 5,124 $665K <0.01% +389 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,488 shares 24,488 $664K <0.01% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,997 shares; 2024Q4: 12,794 shares; 2025Q1: 12,808 shares; 2025Q2: 13,133 shares; 2025Q3: 13,136 shares 13,136 $664K <0.01% +3 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,023 shares; 2024Q4: 5,949 shares; 2025Q1: 6,384 shares; 2025Q2: 6,315 shares; 2025Q3: 6,218 shares 6,218 $664K <0.01% -97 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,708 shares; 2025Q1: 1,860 shares; 2025Q2: 2,225 shares; 2025Q3: 2,368 shares 2,368 $664K <0.01% +143 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,082 shares; 2024Q4: 151,493 shares; 2025Q1: 148,118 shares; 2025Q2: 111,474 shares; 2025Q3: 49,470 shares 49,470 $663K <0.01% -62,004 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,884 shares; 2024Q4: 19,019 shares; 2025Q1: 14,079 shares; 2025Q2: 15,844 shares; 2025Q3: 16,678 shares 16,678 $661K <0.01% +834 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 6,738 shares; 2025Q1: 6,522 shares; 2025Q2: 7,452 shares; 2025Q3: 7,961 shares 7,961 $660K <0.01% +509 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 3,527 shares; 2025Q1: 4,223 shares; 2025Q2: 6,241 shares; 2025Q3: 7,798 shares 7,798 $659K <0.01% +1,557 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,558 shares; 2024Q4: 18,971 shares; 2025Q1: 31,492 shares; 2025Q2: 39,968 shares; 2025Q3: 35,414 shares 35,414 $655K <0.01% -4,554 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,024 shares; 2025Q1: not reported; 2025Q2: 25,522 shares; 2025Q3: 68,501 shares 68,501 $654K <0.01% +42,979 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 5,953 shares; 2025Q1: 6,708 shares; 2025Q2: 7,975 shares; 2025Q3: 8,631 shares 8,631 $649K <0.01% +656 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,650 shares; 2024Q4: 13,369 shares; 2025Q1: 15,816 shares; 2025Q2: 20,821 shares; 2025Q3: 20,383 shares 20,383 $646K <0.01% -438 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,695 shares; 2025Q2: 26,783 shares; 2025Q3: 26,579 shares 26,579 $645K <0.01% -204 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,875 shares 48,875 $644K <0.01% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 15,005 shares; 2025Q1: 16,113 shares; 2025Q2: 22,549 shares; 2025Q3: 23,695 shares 23,695 $642K <0.01% +1,146 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 3,022 shares; 2025Q1: 3,347 shares; 2025Q2: 3,712 shares; 2025Q3: 3,404 shares 3,404 $642K <0.01% -308 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 8,480 shares 8,480 $641K <0.01% new Timeline EPAC ENERPAC TOOL GROUP CORP More: the full row for ENERPAC TOOL GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,957 shares; 2025Q1: 14,518 shares; 2025Q2: 15,043 shares; 2025Q3: 15,618 shares 15,618 $640K <0.01% +575 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 7,284 shares; 2025Q1: 5,342 shares; 2025Q2: 5,969 shares; 2025Q3: 6,838 shares 6,838 $639K <0.01% +869 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,341 shares; 2024Q4: 7,148 shares; 2025Q1: 8,431 shares; 2025Q2: 11,001 shares; 2025Q3: 12,085 shares 12,085 $637K <0.01% +1,084 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: 2,796 shares; 2024Q4: 5,169 shares; 2025Q1: 5,529 shares; 2025Q2: 7,317 shares; 2025Q3: 8,544 shares 8,544 $634K <0.01% +1,227 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU 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: 22,876 shares; 2025Q3: 24,200 shares 24,200 $633K <0.01% +1,324 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: 7,541 shares; 2024Q4: 7,927 shares; 2025Q1: 9,864 shares; 2025Q2: 10,020 shares; 2025Q3: 15,214 shares 15,214 $633K <0.01% +5,194 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 3,295 shares; 2025Q1: 4,424 shares; 2025Q2: 5,112 shares; 2025Q3: 4,994 shares 4,994 $632K <0.01% -118 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 3,204 shares; 2025Q1: 3,719 shares; 2025Q2: 5,233 shares; 2025Q3: 5,931 shares 5,931 $632K <0.01% +698 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 20,188 shares; 2025Q3: 21,603 shares 21,603 $631K <0.01% +1,415 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,080 shares; 2024Q4: 26,601 shares; 2025Q1: 43,348 shares; 2025Q2: 48,169 shares; 2025Q3: 47,889 shares 47,889 $630K <0.01% -280 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,310 shares; 2025Q3: 3,617 shares 3,617 $630K <0.01% -693 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS 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: 6,689 shares; 2025Q3: 6,880 shares 6,880 $628K <0.01% +191 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,196 shares; 2025Q1: 6,188 shares; 2025Q2: 14,306 shares; 2025Q3: 12,689 shares 12,689 $628K <0.01% -1,617 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,272 shares; 2025Q1: 1,235 shares; 2025Q2: 2,377 shares; 2025Q3: 2,281 shares 2,281 $627K <0.01% -96 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683 shares; 2024Q4: 3,656 shares; 2025Q1: 3,533 shares; 2025Q2: 5,088 shares; 2025Q3: 4,979 shares 4,979 $627K <0.01% -109 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,577 shares; 2025Q1: 1,548 shares; 2025Q2: 1,574 shares; 2025Q3: 2,071 shares 2,071 $626K <0.01% +497 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 13,812 shares; 2025Q1: 13,935 shares; 2025Q2: 43,738 shares; 2025Q3: 46,856 shares 46,856 $625K <0.01% +3,118 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,842 shares; 2025Q1: 13,137 shares; 2025Q2: 14,236 shares; 2025Q3: 22,039 shares 22,039 $624K <0.01% +7,803 Timeline NUSC 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: not reported; 2024Q4: 14,020 shares; 2025Q1: 14,597 shares; 2025Q2: 14,214 shares; 2025Q3: 14,127 shares 14,127 $623K <0.01% -87 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,391 shares; 2025Q1: 6,720 shares; 2025Q2: 12,232 shares; 2025Q3: 12,404 shares 12,404 $623K <0.01% +172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 4,299 shares 4,299 $622K <0.01% +317 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 2,105 shares; 2025Q1: 2,522 shares; 2025Q2: 3,973 shares; 2025Q3: 4,462 shares 4,462 $620K <0.01% +489 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 4,810 shares; 2025Q3: 6,000 shares 6,000 $619K <0.01% +1,190 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,150 shares; 2025Q2: 11,283 shares; 2025Q3: 11,989 shares 11,989 $617K <0.01% +706 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,436 shares; 2025Q2: 8,900 shares; 2025Q3: 26,735 shares 26,735 $617K <0.01% +17,835 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,133 shares; 2024Q4: 16,341 shares; 2025Q1: 15,218 shares; 2025Q2: 15,875 shares; 2025Q3: 7,718 shares 7,718 $616K <0.01% -8,157 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 6,630 shares; 2025Q3: 15,423 shares 15,423 $615K <0.01% +8,793 Timeline VVX V2X INC More: the full row for V2X 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: 10,586 shares 10,586 $615K <0.01% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,231 shares; 2025Q1: 19,281 shares; 2025Q2: 26,734 shares; 2025Q3: 27,359 shares 27,359 $614K <0.01% +625 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,177 shares; 2024Q4: 18,713 shares; 2025Q1: 24,913 shares; 2025Q2: 25,798 shares; 2025Q3: 23,209 shares 23,209 $613K <0.01% -2,589 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,136 shares; 2025Q3: 5,246 shares 5,246 $613K <0.01% +1,110 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 26,273 shares; 2025Q1: 27,196 shares; 2025Q2: 27,360 shares; 2025Q3: 28,323 shares 28,323 $610K <0.01% +963 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,956 shares; 2024Q4: 14,515 shares; 2025Q1: 14,522 shares; 2025Q2: 40,250 shares; 2025Q3: 38,232 shares 38,232 $608K <0.01% -2,018 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,383 shares; 2025Q1: 2,512 shares; 2025Q2: 2,685 shares; 2025Q3: 2,784 shares 2,784 $608K <0.01% +99 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: 1,199 shares; 2024Q4: 1,389 shares; 2025Q1: 1,528 shares; 2025Q2: 1,649 shares; 2025Q3: 1,565 shares 1,565 $608K <0.01% -84 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 12,948 shares; 2025Q3: 9,021 shares 9,021 $607K <0.01% -3,927 Timeline RSPN 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: 9,146 shares; 2024Q4: 11,227 shares; 2025Q1: 11,364 shares; 2025Q2: 11,287 shares; 2025Q3: 10,761 shares 10,761 $604K <0.01% -526 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: not reported; 2024Q4: 3,672 shares; 2025Q1: 4,005 shares; 2025Q2: 4,877 shares; 2025Q3: 4,577 shares 4,577 $603K <0.01% -300 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,276 shares; 2025Q1: 56,630 shares; 2025Q2: 56,706 shares; 2025Q3: 56,778 shares 56,778 $601K <0.01% +72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,011 shares; 2025Q3: 35,592 shares 35,592 $601K <0.01% +2,581 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,532 shares; 2025Q1: 1,497 shares; 2025Q2: 1,708 shares; 2025Q3: 1,763 shares 1,763 $601K <0.01% +55 Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,055 shares; 2024Q4: 13,061 shares; 2025Q1: 12,338 shares; 2025Q2: 12,345 shares; 2025Q3: 12,351 shares 12,351 $600K <0.01% +6 Timeline XPEL XPEL INC More: the full row for XPEL 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: 17,437 shares; 2025Q3: 18,157 shares 18,157 $600K <0.01% +720 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: not reported; 2024Q4: 4,616 shares; 2025Q1: 8,929 shares; 2025Q2: 11,205 shares; 2025Q3: 9,472 shares 9,472 $599K <0.01% -1,733 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: 4,429 shares; 2024Q4: 6,186 shares; 2025Q1: 4,923 shares; 2025Q2: 4,812 shares; 2025Q3: 5,605 shares 5,605 $599K <0.01% +793 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 3,753 shares; 2025Q2: 6,561 shares; 2025Q3: 6,315 shares 6,315 $598K <0.01% -246 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: not reported; 2025Q1: not reported; 2025Q2: 20,140 shares; 2025Q3: 29,577 shares 29,577 $598K <0.01% +9,437 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM 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: 21,446 shares; 2025Q3: 23,662 shares 23,662 $594K <0.01% +2,216 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 13,036 shares; 2025Q1: 13,672 shares; 2025Q2: 17,931 shares; 2025Q3: 17,861 shares 17,861 $594K <0.01% -70 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,338 shares; 2025Q3: 6,763 shares 6,763 $594K <0.01% +425 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,393 shares; 2024Q4: 4,422 shares; 2025Q1: 4,465 shares; 2025Q2: 4,693 shares; 2025Q3: 4,737 shares 4,737 $592K <0.01% +44 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 6,440 shares; 2025Q1: 5,561 shares; 2025Q2: 6,284 shares; 2025Q3: 6,476 shares 6,476 $592K <0.01% +192 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,535 shares; 2025Q1: 17,080 shares; 2025Q2: 18,768 shares; 2025Q3: 18,840 shares 18,840 $591K <0.01% +72 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 3,141 shares; 2025Q3: 3,669 shares 3,669 $589K <0.01% +528 Timeline DFIS 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: 12,187 shares; 2024Q4: 10,344 shares; 2025Q1: 15,461 shares; 2025Q2: 17,085 shares; 2025Q3: 18,623 shares 18,623 $589K <0.01% +1,538 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 43,173 shares; 2025Q1: 35,093 shares; 2025Q2: 35,890 shares; 2025Q3: 46,173 shares 46,173 $586K <0.01% +10,283 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,806 shares; 2025Q1: 22,238 shares; 2025Q2: 18,447 shares; 2025Q3: 14,187 shares 14,187 $586K <0.01% -4,260 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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: 24,468 shares 24,468 $586K <0.01% new 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: 20,309 shares; 2024Q4: 22,247 shares; 2025Q1: 30,415 shares; 2025Q2: 22,136 shares; 2025Q3: 11,999 shares 11,999 $583K <0.01% -10,137 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,241 shares; 2024Q4: 10,726 shares; 2025Q1: 9,711 shares; 2025Q2: 14,211 shares; 2025Q3: 17,516 shares 17,516 $582K <0.01% +3,305 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: 41,109 shares; 2024Q4: 22,484 shares; 2025Q1: 37,695 shares; 2025Q2: 13,200 shares; 2025Q3: 12,243 shares 12,243 $582K <0.01% -957 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 5,478 shares; 2025Q1: 7,304 shares; 2025Q2: 8,143 shares; 2025Q3: 8,486 shares 8,486 $581K <0.01% +343 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,938 shares; 2025Q2: 2,225 shares; 2025Q3: 3,462 shares 3,462 $579K <0.01% +1,237 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,802 shares; 2025Q1: 1,878 shares; 2025Q2: 2,729 shares; 2025Q3: 3,374 shares 3,374 $577K <0.01% +645 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,617 shares; 2025Q1: 6,568 shares; 2025Q2: 9,204 shares; 2025Q3: 9,807 shares 9,807 $574K <0.01% +603 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,555 shares; 2025Q2: 21,579 shares; 2025Q3: 21,949 shares 21,949 $574K <0.01% +370 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,370 shares; 2025Q1: 13,174 shares; 2025Q2: 14,754 shares; 2025Q3: 15,211 shares 15,211 $573K <0.01% +457 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,498 shares; 2025Q1: 24,645 shares; 2025Q2: 28,113 shares; 2025Q3: 28,512 shares 28,512 $573K <0.01% +399 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,092 shares; 2024Q4: 5,167 shares; 2025Q1: 7,512 shares; 2025Q2: 7,030 shares; 2025Q3: 6,835 shares 6,835 $573K <0.01% -195 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,992 shares; 2025Q1: 3,287 shares; 2025Q2: 6,639 shares; 2025Q3: 6,741 shares 6,741 $572K <0.01% +102 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: 4,069 shares; 2024Q4: 12,239 shares; 2025Q1: 16,011 shares; 2025Q2: 14,688 shares; 2025Q3: 19,600 shares 19,600 $571K <0.01% +4,912 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,470 shares; 2025Q1: 3,440 shares; 2025Q2: 4,769 shares; 2025Q3: 5,884 shares 5,884 $568K <0.01% +1,115 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,461 shares; 2025Q1: 1,337 shares; 2025Q2: 1,986 shares; 2025Q3: 2,031 shares 2,031 $568K <0.01% +45 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,315 shares; 2024Q4: 11,099 shares; 2025Q1: 12,411 shares; 2025Q2: 13,687 shares; 2025Q3: 15,174 shares 15,174 $566K <0.01% +1,487 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 3,064 shares; 2025Q1: 3,294 shares; 2025Q2: 3,573 shares; 2025Q3: 3,285 shares 3,285 $565K <0.01% -288 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,682 shares; 2024Q4: 10,957 shares; 2025Q1: 11,808 shares; 2025Q2: 9,734 shares; 2025Q3: 10,510 shares 10,510 $563K <0.01% +776 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: 127,125 shares; 2024Q4: 133,331 shares; 2025Q1: 78,510 shares; 2025Q2: 35,239 shares; 2025Q3: 28,999 shares 28,999 $561K <0.01% -6,240 Timeline SPHD 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: 7,629 shares; 2024Q4: 8,243 shares; 2025Q1: 8,455 shares; 2025Q2: 9,432 shares; 2025Q3: 11,334 shares 11,334 $560K <0.01% +1,902 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,740 shares; 2025Q3: 8,593 shares 8,593 $559K <0.01% +1,853 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,974 shares; 2025Q1: 12,334 shares; 2025Q2: 34,353 shares; 2025Q3: 37,244 shares 37,244 $558K <0.01% +2,891 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,623 shares; 2024Q4: 7,790 shares; 2025Q1: 7,925 shares; 2025Q2: 7,546 shares; 2025Q3: 6,796 shares 6,796 $557K <0.01% -750 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: not reported; 2025Q2: 8,326 shares; 2025Q3: 10,539 shares 10,539 $556K <0.01% +2,213 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 2,498 shares; 2025Q1: 2,260 shares; 2025Q2: 2,537 shares; 2025Q3: 2,699 shares 2,699 $553K <0.01% +162 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,720 shares; 2025Q1: 4,700 shares; 2025Q2: 5,847 shares; 2025Q3: 7,759 shares 7,759 $553K <0.01% +1,912 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,622 shares; 2025Q1: 6,272 shares; 2025Q2: 6,640 shares; 2025Q3: 6,668 shares 6,668 $553K <0.01% +28 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: 2,269 shares; 2024Q4: 2,349 shares; 2025Q1: 2,006 shares; 2025Q2: 3,254 shares; 2025Q3: 3,199 shares 3,199 $553K <0.01% -55 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,488 shares; 2025Q1: 3,944 shares; 2025Q2: 5,437 shares; 2025Q3: 8,845 shares 8,845 $552K <0.01% +3,408 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,820 shares; 2025Q3: 16,616 shares 16,616 $551K <0.01% +796 Timeline EAT BRINKER INTL INC More: the full row for BRINKER 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: 3,780 shares; 2025Q3: 4,329 shares 4,329 $548K <0.01% +549 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,371 shares; 2025Q1: 4,739 shares; 2025Q2: 7,920 shares; 2025Q3: 7,915 shares 7,915 $547K <0.01% -5 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 5,534 shares; 2025Q1: 5,833 shares; 2025Q2: 7,937 shares; 2025Q3: 7,519 shares 7,519 $545K <0.01% -418 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,625 shares; 2025Q1: 16,371 shares; 2025Q2: 17,860 shares; 2025Q3: 18,376 shares 18,376 $544K <0.01% +516 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,855 shares; 2024Q4: 6,485 shares; 2025Q1: 11,043 shares; 2025Q2: 16,167 shares; 2025Q3: 16,181 shares 16,181 $544K <0.01% +14 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME 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: not reported; 2025Q3: 33,391 shares 33,391 $543K <0.01% new Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 23,279 shares; 2025Q1: 16,902 shares; 2025Q2: 13,723 shares; 2025Q3: 12,934 shares 12,934 $543K <0.01% -789 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,792 shares 15,792 $542K <0.01% new Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,851 shares; 2024Q4: 19,080 shares; 2025Q1: 17,416 shares; 2025Q2: 16,022 shares; 2025Q3: 19,374 shares 19,374 $540K <0.01% +3,352 SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,514 shares; 2024Q4: 22,734 shares; 2025Q1: 13,201 shares; 2025Q2: 12,187 shares; 2025Q3: 12,126 shares 12,126 $539K <0.01% -61 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,667 shares; 2025Q3: 12,612 shares 12,612 $539K <0.01% +945 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,940 shares; 2025Q1: 2,605 shares; 2025Q2: 4,064 shares; 2025Q3: 4,334 shares 4,334 $538K <0.01% +270 Timeline CPAG 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: 5,300 shares 5,300 $538K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 7,128 shares; 2025Q3: 15,631 shares 15,631 $537K <0.01% +8,503 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,303 shares; 2025Q1: 6,310 shares; 2025Q2: 6,895 shares; 2025Q3: 7,315 shares 7,315 $535K <0.01% +420 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 6,909 shares 6,909 $532K <0.01% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,397 shares 8,397 $528K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,824 shares; 2025Q1: 5,947 shares; 2025Q2: 8,572 shares; 2025Q3: 6,983 shares 6,983 $527K <0.01% -1,589 Timeline RSPG 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: 10,795 shares; 2024Q4: 8,938 shares; 2025Q1: 6,250 shares; 2025Q2: 6,797 shares; 2025Q3: 6,618 shares 6,618 $527K <0.01% -179 Timeline ETD ETHAN ALLEN INTERIORS INC More: the full row for ETHAN ALLEN INTERIORS 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: 17,756 shares; 2025Q3: 17,870 shares 17,870 $526K <0.01% +114 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: not reported; 2024Q4: 21,300 shares; 2025Q1: 23,812 shares; 2025Q2: 23,564 shares; 2025Q3: 28,967 shares 28,967 $526K <0.01% +5,403 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: 4,934 shares; 2025Q2: 7,891 shares; 2025Q3: 9,890 shares 9,890 $526K <0.01% +1,999 Timeline LXFR LUXFER HLDGS PLC More: the full row for LUXFER HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,234 shares; 2024Q4: 20,886 shares; 2025Q1: 29,408 shares; 2025Q2: 35,438 shares; 2025Q3: 37,984 shares 37,984 $523K <0.01% +2,546 Timeline CMBS 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: 5,699 shares; 2025Q2: 9,109 shares; 2025Q3: 10,439 shares 10,439 $523K <0.01% +1,330 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,716 shares; 2025Q1: 16,787 shares; 2025Q2: 19,340 shares; 2025Q3: 18,338 shares 18,338 $521K <0.01% -1,002 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 18,326 shares 18,326 $518K <0.01% new Timeline PTMC 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: 12,842 shares; 2025Q1: 9,149 shares; 2025Q2: 8,399 shares; 2025Q3: 14,394 shares 14,394 $515K <0.01% +5,995 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,898 shares; 2025Q1: 2,145 shares; 2025Q2: 2,200 shares; 2025Q3: 2,420 shares 2,420 $515K <0.01% +220 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,034 shares; 2025Q3: 10,066 shares 10,066 $514K <0.01% -3,968 Timeline FEZ 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: 13,662 shares; 2024Q4: 12,963 shares; 2025Q1: 9,393 shares; 2025Q2: 8,362 shares; 2025Q3: 8,263 shares 8,263 $513K <0.01% -99 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,204 shares; 2025Q3: 14,787 shares 14,787 $513K <0.01% +7,583 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 20,017 shares; 2025Q2: 20,387 shares; 2025Q3: 26,362 shares 26,362 $512K <0.01% +5,975 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,444 shares; 2025Q1: 27,679 shares; 2025Q2: 36,883 shares; 2025Q3: 40,005 shares 40,005 $512K <0.01% +3,122 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,293 shares; 2025Q1: 6,484 shares; 2025Q2: 10,372 shares; 2025Q3: 9,331 shares 9,331 $510K <0.01% -1,041 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,640 shares 10,640 $507K <0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 6,777 shares; 2025Q1: 4,390 shares; 2025Q2: 2,526 shares; 2025Q3: 5,536 shares 5,536 $507K <0.01% +3,010 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: 2,759 shares; 2024Q4: 4,975 shares; 2025Q1: 5,797 shares; 2025Q2: 6,111 shares; 2025Q3: 6,721 shares 6,721 $503K <0.01% +610 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,173 shares; 2025Q1: 22,388 shares; 2025Q2: 22,712 shares; 2025Q3: 21,775 shares 21,775 $503K <0.01% -937 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: 2,322 shares; 2025Q2: 4,424 shares; 2025Q3: 5,166 shares 5,166 $501K <0.01% +742 Timeline EP EMPIRE PETE CORP More: the full row for EMPIRE PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,857 shares; 2024Q4: 110,857 shares; 2025Q1: 110,857 shares; 2025Q2: 110,857 shares; 2025Q3: 110,857 shares 110,857 $501K <0.01% 0 Timeline SPLB 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: 165,920 shares; 2024Q4: 45,163 shares; 2025Q1: 32,981 shares; 2025Q2: 29,658 shares; 2025Q3: 21,670 shares 21,670 $501K <0.01% -7,988 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 4,925 shares; 2025Q1: 6,415 shares; 2025Q2: 6,757 shares; 2025Q3: 6,801 shares 6,801 $500K <0.01% +44 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,934 shares; 2024Q4: 9,412 shares; 2025Q1: 9,422 shares; 2025Q2: 10,473 shares; 2025Q3: 12,314 shares 12,314 $499K <0.01% +1,841 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: 3,715 shares; 2024Q4: 9,715 shares; 2025Q1: 13,930 shares; 2025Q2: 6,866 shares; 2025Q3: 6,798 shares 6,798 $499K <0.01% -68 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: 4,779 shares; 2024Q4: 6,372 shares; 2025Q1: 7,617 shares; 2025Q2: 11,297 shares; 2025Q3: 10,328 shares 10,328 $498K <0.01% -969 Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,825 shares; 2024Q4: 24,305 shares; 2025Q1: 35,029 shares; 2025Q2: 40,627 shares; 2025Q3: 28,950 shares 28,950 $498K <0.01% -11,677 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,739 shares 3,739 $498K <0.01% new Timeline DLO DLOCAL LTD More: the full row for DLOCAL 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: 35,181 shares; 2025Q3: 34,845 shares 34,845 $497K <0.01% -336 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 2,654 shares; 2025Q1: 2,541 shares; 2025Q2: 2,759 shares; 2025Q3: 2,607 shares 2,607 $497K <0.01% -152 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,563 shares; 2025Q1: 1,698 shares; 2025Q2: 2,133 shares; 2025Q3: 3,471 shares 3,471 $495K <0.01% +1,338 Timeline TDV 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: 16,028 shares; 2024Q4: 12,520 shares; 2025Q1: 6,708 shares; 2025Q2: 5,746 shares; 2025Q3: 5,724 shares 5,724 $495K <0.01% -22 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,150 shares; 2025Q1: 18,150 shares; 2025Q2: 31,536 shares; 2025Q3: 31,536 shares 31,536 $495K <0.01% 0 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: 4,747 shares; 2024Q4: 8,581 shares; 2025Q1: 8,401 shares; 2025Q2: 8,316 shares; 2025Q3: 6,364 shares 6,364 $495K <0.01% -1,952 Timeline KT KT CORP More: the full row for KT 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: 14,368 shares; 2025Q2: 23,124 shares; 2025Q3: 25,363 shares 25,363 $495K <0.01% +2,239 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,196 shares; 2024Q4: 1,721 shares; 2025Q1: 1,783 shares; 2025Q2: 2,859 shares; 2025Q3: 3,530 shares 3,530 $494K <0.01% +671 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: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,663 shares; 2025Q2: 2,755 shares; 2025Q3: 2,832 shares 2,832 $494K <0.01% +77 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP 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: 6,099 shares; 2025Q3: 10,379 shares 10,379 $494K <0.01% +4,280 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,343 shares; 2025Q3: 34,581 shares 34,581 $493K <0.01% +21,238 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,922 shares; 2025Q2: 4,921 shares; 2025Q3: 3,032 shares 3,032 $493K <0.01% -1,889 Timeline CXW CORECIVIC INC More: the full row for CORECIVIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,419 shares; 2024Q4: 25,718 shares; 2025Q1: 26,771 shares; 2025Q2: 24,182 shares; 2025Q3: 24,188 shares 24,188 $492K <0.01% +6 Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,261 shares; 2025Q1: 15,923 shares; 2025Q2: 19,150 shares; 2025Q3: 18,989 shares 18,989 $492K <0.01% -161 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,050 shares; 2025Q2: 34,552 shares; 2025Q3: 27,545 shares 27,545 $489K <0.01% -7,007 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 7,138 shares; 2025Q1: 7,810 shares; 2025Q2: 9,818 shares; 2025Q3: 7,696 shares 7,696 $489K <0.01% -2,122 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,003 shares; 2024Q4: 7,617 shares; 2025Q1: 8,745 shares; 2025Q2: 3,940 shares; 2025Q3: 3,150 shares 3,150 $488K <0.01% -790 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC 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: 18,503 shares; 2025Q2: 20,369 shares; 2025Q3: 39,722 shares 39,722 $488K <0.01% +19,353 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED 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: 17,717 shares; 2025Q3: 19,668 shares 19,668 $488K <0.01% +1,951 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 6,234 shares; 2025Q1: 6,949 shares; 2025Q2: 7,873 shares; 2025Q3: 6,526 shares 6,526 $486K <0.01% -1,347 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 17,610 shares; 2025Q3: 18,814 shares 18,814 $485K <0.01% +1,204 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: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: 2,789 shares; 2025Q3: 5,760 shares 5,760 $484K <0.01% +2,971 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,605 shares 12,605 $482K <0.01% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 4,761 shares; 2025Q1: 3,540 shares; 2025Q2: 6,227 shares; 2025Q3: 5,775 shares 5,775 $482K <0.01% -452 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,343 shares; 2025Q2: 13,097 shares; 2025Q3: 10,641 shares 10,641 $481K <0.01% -2,456 Timeline SCHF 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: 10,529 shares; 2024Q4: 19,349 shares; 2025Q1: 18,642 shares; 2025Q2: 18,225 shares; 2025Q3: 20,662 shares 20,662 $481K <0.01% +2,437 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,335 shares; 2025Q1: 5,885 shares; 2025Q2: 5,733 shares; 2025Q3: 4,760 shares 4,760 $480K <0.01% -973 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,015 shares; 2024Q4: 32,493 shares; 2025Q1: 37,977 shares; 2025Q2: 39,900 shares; 2025Q3: 43,222 shares 43,222 $480K <0.01% +3,322 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,931 shares; 2024Q4: 9,995 shares; 2025Q1: 9,231 shares; 2025Q2: 8,178 shares; 2025Q3: 3,742 shares 3,742 $480K <0.01% -4,436 Timeline QQQJ 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: 15,506 shares; 2024Q4: 14,382 shares; 2025Q1: 14,276 shares; 2025Q2: 11,677 shares; 2025Q3: 13,410 shares 13,410 $480K <0.01% +1,733 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,433 shares; 2024Q4: 17,968 shares; 2025Q1: 18,565 shares; 2025Q2: 21,382 shares; 2025Q3: 22,833 shares 22,833 $480K <0.01% +1,451 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: 52,920 shares; 2024Q4: 62,537 shares; 2025Q1: 47,046 shares; 2025Q2: 53,268 shares; 2025Q3: 52,735 shares 52,735 $477K <0.01% -533 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 711 shares; 2025Q1: 940 shares; 2025Q2: 1,172 shares; 2025Q3: 1,351 shares 1,351 $476K <0.01% +179 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,897 shares; 2025Q1: 8,222 shares; 2025Q2: 8,236 shares; 2025Q3: 8,828 shares 8,828 $475K <0.01% +592 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,932 shares; 2024Q4: 11,126 shares; 2025Q1: 15,262 shares; 2025Q2: 19,517 shares; 2025Q3: 19,144 shares 19,144 $475K <0.01% -373 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: 1,930 shares; 2024Q4: 1,602 shares; 2025Q1: 1,744 shares; 2025Q2: 2,316 shares; 2025Q3: 2,481 shares 2,481 $474K <0.01% +165 Timeline PKB 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: 5,084 shares; 2025Q1: 5,417 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares 4,961 $474K <0.01% 0 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 10,799 shares; 2025Q1: 11,342 shares; 2025Q2: 11,553 shares; 2025Q3: 10,754 shares 10,754 $474K <0.01% -799 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,448 shares; 2024Q4: 5,388 shares; 2025Q1: 8,545 shares; 2025Q2: 9,016 shares; 2025Q3: 9,648 shares 9,648 $474K <0.01% +632 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,384 shares; 2025Q1: 14,671 shares; 2025Q2: 13,329 shares; 2025Q3: 13,290 shares 13,290 $472K <0.01% -39 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,875 shares; 2024Q4: 15,102 shares; 2025Q1: 16,541 shares; 2025Q2: 15,567 shares; 2025Q3: 15,431 shares 15,431 $471K <0.01% -136 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,787 shares 16,787 $471K <0.01% new Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,149 shares; 2025Q3: 5,251 shares 5,251 $470K <0.01% +102 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,342 shares; 2024Q4: 9,234 shares; 2025Q1: 9,499 shares; 2025Q2: 7,226 shares; 2025Q3: 7,781 shares 7,781 $469K <0.01% +555 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,716 shares; 2024Q4: 25,453 shares; 2025Q1: 18,546 shares; 2025Q2: 18,024 shares; 2025Q3: 4,384 shares 4,384 $468K <0.01% -13,640 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,065 shares; 2025Q3: 22,522 shares 22,522 $468K <0.01% +5,457 Timeline VABS VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,233 shares 19,233 $468K <0.01% new Timeline MMI MARCUS & MILLICHAP INC More: the full row for MARCUS & MILLICHAP 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: 16,052 shares; 2025Q3: 15,889 shares 15,889 $466K <0.01% -163 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,768 shares 4,768 $466K <0.01% new Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,971 shares; 2025Q1: 7,700 shares; 2025Q2: 8,655 shares; 2025Q3: 11,510 shares 11,510 $466K <0.01% +2,855 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,183 shares; 2025Q1: 5,811 shares; 2025Q2: 6,530 shares; 2025Q3: 7,767 shares 7,767 $465K <0.01% +1,237 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,217 shares; 2025Q1: 6,387 shares; 2025Q2: 7,257 shares; 2025Q3: 4,151 shares 4,151 $464K <0.01% -3,106 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: 4,568 shares; 2024Q4: 6,481 shares; 2025Q1: 6,555 shares; 2025Q2: 6,714 shares; 2025Q3: 6,633 shares 6,633 $464K <0.01% -81 Timeline 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: 2,832 shares; 2024Q4: 3,301 shares; 2025Q1: 3,944 shares; 2025Q2: 3,402 shares; 2025Q3: 3,431 shares 3,431 $464K <0.01% +29 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,791 shares; 2025Q1: 18,438 shares; 2025Q2: 25,777 shares; 2025Q3: 25,172 shares 25,172 $464K <0.01% -605 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,335 shares; 2025Q1: 32,472 shares; 2025Q2: 35,379 shares; 2025Q3: 32,524 shares 32,524 $463K <0.01% -2,855 Timeline CDRE CADRE HLDGS INC More: the full row for CADRE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,677 shares 12,677 $463K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 6,901 shares 6,901 $463K <0.01% new Timeline