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: 743 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 945 shares; 2025Q3: 1,019 shares 1,019 $396K 0.01% +74 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: 2,640 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 4,335 shares; 2025Q3: 4,644 shares 4,644 $395K 0.01% +309 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS 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: 1,050 shares; 2025Q3: 24,576 shares 24,576 $391K 0.01% +23,526 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,796 shares; 2024Q4: 5,244 shares; 2025Q1: 5,244 shares; 2025Q2: 6,839 shares; 2025Q3: 6,577 shares 6,577 $390K 0.01% -262 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: 2,468 shares; 2024Q4: 2,722 shares; 2025Q1: 2,733 shares; 2025Q2: 2,647 shares; 2025Q3: 3,117 shares 3,117 $390K 0.01% +470 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,542 shares; 2025Q3: 1,580 shares 1,580 $390K 0.01% +38 Timeline FTCB 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: 9,174 shares; 2025Q1: 9,174 shares; 2025Q2: 17,595 shares; 2025Q3: 18,276 shares 18,276 $389K 0.01% +681 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,448 shares; 2025Q1: 4,448 shares; 2025Q2: 13,317 shares; 2025Q3: 14,042 shares 14,042 $388K 0.01% +725 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 2,325 shares; 2025Q3: 4,149 shares 4,149 $387K 0.01% +1,824 Timeline GII 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: 931 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 4,921 shares; 2025Q3: 5,537 shares 5,537 $385K 0.01% +616 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 10,044 shares; 2025Q1: 10,044 shares; 2025Q2: 11,140 shares; 2025Q3: 12,023 shares 12,023 $385K 0.01% +883 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 5,553 shares; 2025Q1: 5,562 shares; 2025Q2: 4,168 shares; 2025Q3: 4,292 shares 4,292 $385K 0.01% +124 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,756 shares; 2025Q1: 7,756 shares; 2025Q2: 7,528 shares; 2025Q3: 6,349 shares 6,349 $384K 0.01% -1,179 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 3,029 shares; 2025Q3: 2,966 shares 2,966 $383K 0.01% -63 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,628 shares; 2024Q4: 18,411 shares; 2025Q1: 18,411 shares; 2025Q2: 20,321 shares; 2025Q3: 21,015 shares 21,015 $383K 0.01% +694 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: 1,388 shares; 2025Q3: 7,060 shares 7,060 $382K 0.01% +5,672 Timeline MGV 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: 1,951 shares; 2024Q4: 2,272 shares; 2025Q1: 2,272 shares; 2025Q2: 2,507 shares; 2025Q3: 2,757 shares 2,757 $380K 0.01% +250 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 1,918 shares; 2025Q3: 3,043 shares 3,043 $379K 0.01% +1,125 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,154 shares; 2024Q4: 7,764 shares; 2025Q1: 7,764 shares; 2025Q2: 4,960 shares; 2025Q3: 5,088 shares 5,088 $379K 0.01% +128 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,116 shares; 2025Q1: 2,116 shares; 2025Q2: 3,568 shares; 2025Q3: 4,282 shares 4,282 $379K 0.01% +714 Timeline XMVM 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: 5,243 shares; 2024Q4: 5,302 shares; 2025Q1: 5,511 shares; 2025Q2: 5,863 shares; 2025Q3: 6,118 shares 6,118 $377K 0.01% +255 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,201 shares; 2025Q3: 1,208 shares 1,208 $375K 0.01% +7 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 1,544 shares; 2025Q3: 1,510 shares 1,510 $374K 0.01% -34 Timeline BKMC 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: 3,490 shares; 2024Q4: 3,473 shares; 2025Q1: 3,473 shares; 2025Q2: 3,455 shares; 2025Q3: 3,440 shares 3,440 $373K 0.01% -15 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 6,518 shares; 2025Q1: 6,518 shares; 2025Q2: 8,244 shares; 2025Q3: 8,474 shares 8,474 $373K 0.01% +230 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 4,669 shares; 2025Q3: 3,998 shares 3,998 $373K 0.01% -671 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,985 shares; 2025Q1: 2,985 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares 3,250 $372K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,147 shares; 2025Q1: 3,147 shares; 2025Q2: 8,242 shares; 2025Q3: 7,749 shares 7,749 $371K 0.01% -493 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 8,276 shares; 2025Q1: 8,276 shares; 2025Q2: 2,291 shares; 2025Q3: 3,656 shares 3,656 $371K 0.01% +1,365 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,836 shares; 2024Q4: 10,652 shares; 2025Q1: 10,652 shares; 2025Q2: 14,320 shares; 2025Q3: 23,197 shares 23,197 $370K 0.01% +8,877 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 10,706 shares; 2025Q3: 10,171 shares 10,171 $370K 0.01% -535 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: 350 shares; 2025Q1: 350 shares; 2025Q2: 14,894 shares; 2025Q3: 14,894 shares 14,894 $369K 0.01% 0 Timeline DGRW 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: 3,925 shares; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 3,960 shares; 2025Q3: 4,115 shares 4,115 $366K 0.01% +155 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 4,179 shares; 2025Q1: 4,229 shares; 2025Q2: 1,784 shares; 2025Q3: 1,607 shares 1,607 $366K 0.01% -177 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,411 shares; 2024Q4: 24,869 shares; 2025Q1: 24,869 shares; 2025Q2: 33,323 shares; 2025Q3: 28,970 shares 28,970 $365K 0.01% -4,353 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89 shares; 2024Q4: 339 shares; 2025Q1: 339 shares; 2025Q2: 971 shares; 2025Q3: 1,051 shares 1,051 $365K 0.01% +80 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: 315 shares; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 7,438 shares; 2025Q3: 12,298 shares 12,298 $364K 0.01% +4,860 Timeline RFV 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: 1,215 shares; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares; 2025Q2: 2,606 shares; 2025Q3: 2,827 shares 2,827 $363K 0.01% +221 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,053 shares; 2024Q4: 3,536 shares; 2025Q1: 3,536 shares; 2025Q2: 3,904 shares; 2025Q3: 5,108 shares 5,108 $363K 0.01% +1,204 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,762 shares; 2024Q4: 12,487 shares; 2025Q1: 12,487 shares; 2025Q2: 11,192 shares; 2025Q3: 11,030 shares 11,030 $362K 0.01% -162 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 8,035 shares; 2025Q1: 8,035 shares; 2025Q2: 6,850 shares; 2025Q3: 7,560 shares 7,560 $361K 0.01% +710 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,901 shares; 2024Q4: 28,103 shares; 2025Q1: 28,103 shares; 2025Q2: 9,689 shares; 2025Q3: 28,469 shares 28,469 $360K 0.01% +18,780 Timeline EWX 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: 4,968 shares; 2024Q4: 5,335 shares; 2025Q1: 5,335 shares; 2025Q2: 5,471 shares; 2025Q3: 5,354 shares 5,354 $360K 0.01% -117 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 12,929 shares; 2025Q1: 12,929 shares; 2025Q2: 11,294 shares; 2025Q3: 11,691 shares 11,691 $359K 0.01% +397 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,258 shares; 2024Q4: 54,048 shares; 2025Q1: 54,048 shares; 2025Q2: 52,932 shares; 2025Q3: 54,419 shares 54,419 $359K 0.01% +1,487 GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,761 shares; 2024Q4: 11,426 shares; 2025Q1: 11,426 shares; 2025Q2: 13,170 shares; 2025Q3: 14,431 shares 14,431 $358K 0.01% +1,261 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 2,607 shares 2,607 $357K 0.01% +1,525 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: 766 shares; 2024Q4: 5,983 shares; 2025Q1: 5,983 shares; 2025Q2: 4,531 shares; 2025Q3: 4,730 shares 4,730 $355K 0.01% +199 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: 68,680 shares; 2024Q4: 46,547 shares; 2025Q1: 46,547 shares; 2025Q2: 14,318 shares; 2025Q3: 13,558 shares 13,558 $355K 0.01% -760 Timeline RWL 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: 1,845 shares; 2024Q4: 2,244 shares; 2025Q1: 2,244 shares; 2025Q2: 2,905 shares; 2025Q3: 3,203 shares 3,203 $354K 0.01% +298 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 5,373 shares; 2025Q1: 5,373 shares; 2025Q2: 7,052 shares; 2025Q3: 7,860 shares 7,860 $354K 0.01% +808 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,677 shares; 2024Q4: 9,654 shares; 2025Q1: 9,654 shares; 2025Q2: 4,465 shares; 2025Q3: 4,442 shares 4,442 $354K 0.01% -23 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,711 shares; 2024Q4: 7,675 shares; 2025Q1: 7,675 shares; 2025Q2: 10,994 shares; 2025Q3: 13,337 shares 13,337 $352K 0.01% +2,343 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: 173 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 200 shares; 2025Q3: 210 shares 210 $351K 0.01% +10 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,283 shares; 2025Q3: 8,165 shares 8,165 $351K 0.01% +1,882 Timeline BBJP 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: 137,748 shares; 2024Q4: 5,121 shares; 2025Q1: 5,121 shares; 2025Q2: 5,442 shares; 2025Q3: 5,286 shares 5,286 $351K 0.01% -156 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: 2,400 shares; 2024Q4: 3,253 shares; 2025Q1: 3,303 shares; 2025Q2: 9,928 shares; 2025Q3: 9,889 shares 9,889 $350K 0.01% -39 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 2,582 shares; 2025Q3: 1,182 shares 1,182 $350K 0.01% -1,400 Timeline LGOV 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: 15,706 shares; 2024Q4: 16,805 shares; 2025Q1: 16,805 shares; 2025Q2: 16,588 shares; 2025Q3: 16,082 shares 16,082 $350K 0.01% -506 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 7,062 shares; 2025Q1: 7,062 shares; 2025Q2: 7,117 shares; 2025Q3: 7,078 shares 7,078 $349K 0.01% -39 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,658 shares; 2024Q4: 8,343 shares; 2025Q1: 8,374 shares; 2025Q2: 3,935 shares; 2025Q3: 3,612 shares 3,612 $349K 0.01% -323 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,150 shares; 2024Q4: 12,162 shares; 2025Q1: 12,162 shares; 2025Q2: 16,666 shares; 2025Q3: 14,167 shares 14,167 $348K 0.01% -2,499 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: 1,326 shares; 2025Q1: 1,326 shares; 2025Q2: 3,564 shares; 2025Q3: 3,494 shares 3,494 $347K 0.01% -70 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares 2,765 $347K 0.01% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,868 shares; 2025Q1: 7,868 shares; 2025Q2: 7,468 shares; 2025Q3: 7,468 shares 7,468 $346K 0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,174 shares; 2024Q4: 8,141 shares; 2025Q1: 8,141 shares; 2025Q2: 9,127 shares; 2025Q3: 9,057 shares 9,057 $342K 0.01% -70 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,507 shares; 2024Q4: 5,263 shares; 2025Q1: 5,263 shares; 2025Q2: 6,401 shares; 2025Q3: 8,851 shares 8,851 $342K 0.01% +2,450 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,045 shares; 2024Q4: 3,598 shares; 2025Q1: 3,598 shares; 2025Q2: 5,581 shares; 2025Q3: 5,875 shares 5,875 $341K 0.01% +294 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 12,386 shares; 2025Q3: 13,358 shares 13,358 $341K 0.01% +972 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,478 shares; 2025Q1: 1,478 shares; 2025Q2: 3,459 shares; 2025Q3: 4,477 shares 4,477 $340K 0.01% +1,018 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 3,911 shares; 2025Q3: 4,058 shares 4,058 $338K 0.01% +147 Timeline FFEB 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: 5,928 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 6,129 shares; 2025Q3: 6,129 shares 6,129 $338K 0.01% 0 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 1,666 shares; 2025Q3: 1,692 shares 1,692 $338K 0.01% +26 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,117 shares; 2025Q1: 1,117 shares; 2025Q2: 1,134 shares; 2025Q3: 959 shares 959 $335K 0.01% -175 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,916 shares; 2024Q4: 33,886 shares; 2025Q1: 34,334 shares; 2025Q2: 40,021 shares; 2025Q3: 42,679 shares 42,679 $335K 0.01% +2,658 Timeline RFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,812 shares; 2025Q3: 7,830 shares 7,830 $334K 0.01% +1,018 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,567 shares; 2025Q3: 2,567 shares 2,567 $333K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,775 shares; 2025Q1: 4,775 shares; 2025Q2: 6,556 shares; 2025Q3: 7,240 shares 7,240 $333K 0.01% +684 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,095 shares; 2024Q4: 19,775 shares; 2025Q1: 19,775 shares; 2025Q2: 20,148 shares; 2025Q3: 14,157 shares 14,157 $331K 0.01% -5,991 VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,622 shares; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 3,839 shares; 2025Q3: 3,689 shares 3,689 $330K 0.01% -150 Timeline SLNZ 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: 7,939 shares; 2025Q1: 7,939 shares; 2025Q2: 7,502 shares; 2025Q3: 7,012 shares 7,012 $330K 0.01% -490 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,158 shares; 2025Q1: 1,194 shares; 2025Q2: 1,444 shares; 2025Q3: 1,374 shares 1,374 $329K 0.01% -70 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 964 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,465 shares; 2025Q3: 1,549 shares 1,549 $328K 0.01% +84 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 2,216 shares; 2025Q3: 2,951 shares 2,951 $328K 0.01% +735 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,403 shares; 2024Q4: 2,325 shares; 2025Q1: 2,497 shares; 2025Q2: 2,416 shares; 2025Q3: 2,551 shares 2,551 $327K 0.01% +135 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,444 shares; 2025Q3: 1,341 shares 1,341 $327K 0.01% -103 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 5,202 shares; 2025Q1: 5,202 shares; 2025Q2: 5,847 shares; 2025Q3: 2,383 shares 2,383 $326K 0.01% -3,464 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,102 shares; 2024Q4: 47,539 shares; 2025Q1: 48,343 shares; 2025Q2: 54,347 shares; 2025Q3: 15,751 shares 15,751 $326K 0.01% -38,596 IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,863 shares; 2024Q4: 2,863 shares; 2025Q1: 2,863 shares; 2025Q2: 2,863 shares; 2025Q3: 2,952 shares 2,952 $326K 0.01% +89 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 1,029 shares; 2025Q3: 4,751 shares 4,751 $325K 0.01% +3,722 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,003 shares; 2024Q4: 59,034 shares; 2025Q1: 59,034 shares; 2025Q2: 57,600 shares; 2025Q3: 56,933 shares 56,933 $325K 0.01% -667 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: 6,703 shares; 2025Q1: 6,763 shares; 2025Q2: 6,894 shares; 2025Q3: 5,691 shares 5,691 $324K 0.01% -1,203 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,270 shares; 2024Q4: 12,133 shares; 2025Q1: 12,133 shares; 2025Q2: 11,265 shares; 2025Q3: 8,997 shares 8,997 $323K 0.01% -2,268 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: 6,296 shares; 2024Q4: 6,849 shares; 2025Q1: 6,849 shares; 2025Q2: 10,025 shares; 2025Q3: 10,605 shares 10,605 $321K 0.01% +580 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 1,667 shares; 2025Q3: 1,703 shares 1,703 $320K 0.01% +36 Timeline BKSE 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: 2,926 shares; 2024Q4: 2,928 shares; 2025Q1: 2,928 shares; 2025Q2: 2,919 shares; 2025Q3: 2,904 shares 2,904 $320K 0.01% -15 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: 7,065 shares; 2024Q4: 7,065 shares; 2025Q1: 7,065 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares 7,065 $319K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 1,507 shares; 2025Q3: 1,954 shares 1,954 $317K 0.01% +447 Timeline IYH 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: 10,037 shares; 2024Q4: 9,192 shares; 2025Q1: 9,442 shares; 2025Q2: 5,096 shares; 2025Q3: 5,392 shares 5,392 $317K 0.01% +296 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,488 shares; 2025Q3: 4,133 shares 4,133 $315K 0.01% +1,645 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: 4,189 shares; 2024Q4: 2,737 shares; 2025Q1: 2,737 shares; 2025Q2: 3,300 shares; 2025Q3: 6,172 shares 6,172 $315K 0.01% +2,872 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 12,858 shares; 2025Q1: 12,858 shares; 2025Q2: 19,540 shares; 2025Q3: 22,619 shares 22,619 $314K 0.01% +3,079 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: 5,001 shares; 2025Q1: 5,001 shares; 2025Q2: 6,559 shares; 2025Q3: 6,559 shares 6,559 $314K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,686 shares; 2025Q1: 1,686 shares; 2025Q2: 2,406 shares; 2025Q3: 3,417 shares 3,417 $313K 0.01% +1,011 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: 1,753 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 2,021 shares; 2025Q3: 2,088 shares 2,088 $313K 0.01% +67 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 15,697 shares; 2025Q1: 15,697 shares; 2025Q2: 8,693 shares; 2025Q3: 8,920 shares 8,920 $313K 0.01% +227 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,954 shares; 2024Q4: 17,148 shares; 2025Q1: 17,148 shares; 2025Q2: 18,203 shares; 2025Q3: 22,080 shares 22,080 $312K 0.01% +3,877 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 6,274 shares; 2025Q3: 7,638 shares 7,638 $312K 0.01% +1,364 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,600 shares; 2024Q4: 28,391 shares; 2025Q1: 28,391 shares; 2025Q2: 30,000 shares; 2025Q3: 34,284 shares 34,284 $312K 0.01% +4,284 Timeline VFH 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: 106,172 shares; 2024Q4: 107,931 shares; 2025Q1: 107,931 shares; 2025Q2: 37,377 shares; 2025Q3: 2,375 shares 2,375 $312K 0.01% -35,002 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,628 shares; 2025Q1: 1,628 shares; 2025Q2: 6,702 shares; 2025Q3: 6,972 shares 6,972 $312K 0.01% +270 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 348 shares; 2025Q3: 376 shares 376 $311K 0.01% +28 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 5,464 shares; 2025Q1: 5,464 shares; 2025Q2: 5,281 shares; 2025Q3: 5,239 shares 5,239 $311K 0.01% -42 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: 9,355 shares; 2024Q4: 8,042 shares; 2025Q1: 8,307 shares; 2025Q2: 12,890 shares; 2025Q3: 13,638 shares 13,638 $311K 0.01% +748 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 708 shares; 2025Q1: 708 shares; 2025Q2: 3,743 shares; 2025Q3: 4,511 shares 4,511 $310K 0.01% +768 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: 1,625 shares; 2024Q4: 996 shares; 2025Q1: 996 shares; 2025Q2: 2,394 shares; 2025Q3: 4,182 shares 4,182 $308K 0.01% +1,788 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 2,732 shares; 2025Q3: 6,159 shares 6,159 $307K 0.01% +3,427 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 2,302 shares; 2025Q1: 2,302 shares; 2025Q2: 2,215 shares; 2025Q3: 2,161 shares 2,161 $305K 0.01% -54 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: 1,432 shares; 2024Q4: 1,579 shares; 2025Q1: 1,579 shares; 2025Q2: 1,751 shares; 2025Q3: 2,144 shares 2,144 $304K 0.01% +393 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 5,132 shares; 2025Q3: 4,678 shares 4,678 $303K <0.01% -454 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,933 shares; 2024Q4: 5,744 shares; 2025Q1: 5,744 shares; 2025Q2: 7,505 shares; 2025Q3: 8,788 shares 8,788 $302K <0.01% +1,283 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,551 shares; 2024Q4: 35,783 shares; 2025Q1: 35,783 shares; 2025Q2: 9,301 shares; 2025Q3: 8,269 shares 8,269 $301K <0.01% -1,032 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 763 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 885 shares; 2025Q3: 884 shares 884 $298K <0.01% -1 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: 4,418 shares; 2025Q1: 4,418 shares; 2025Q2: 7,353 shares; 2025Q3: 7,678 shares 7,678 $298K <0.01% +325 Timeline IHAK 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: 4,823 shares; 2024Q4: 4,928 shares; 2025Q1: 4,928 shares; 2025Q2: 4,669 shares; 2025Q3: 5,666 shares 5,666 $297K <0.01% +997 Timeline DIVI 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: 3,406 shares; 2024Q4: 3,729 shares; 2025Q1: 3,729 shares; 2025Q2: 3,608 shares; 2025Q3: 7,946 shares 7,946 $296K <0.01% +4,338 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,031 shares; 2024Q4: 12,061 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 12,061 shares 12,061 $294K <0.01% 0 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 6,124 shares; 2025Q3: 6,656 shares 6,656 $293K <0.01% +532 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 2,472 shares; 2025Q3: 2,006 shares 2,006 $292K <0.01% -466 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 9,271 shares; 2025Q1: 9,271 shares; 2025Q2: 4,672 shares; 2025Q3: 4,817 shares 4,817 $291K <0.01% +145 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,268 shares; 2024Q4: 29,217 shares; 2025Q1: 29,217 shares; 2025Q2: 9,792 shares; 2025Q3: 11,555 shares 11,555 $291K <0.01% +1,763 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 1,735 shares; 2025Q3: 1,680 shares 1,680 $290K <0.01% -55 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 3,103 shares; 2025Q3: 3,477 shares 3,477 $289K <0.01% +374 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 7,633 shares; 2025Q1: 7,633 shares; 2025Q2: 9,932 shares; 2025Q3: 9,544 shares 9,544 $289K <0.01% -388 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: 1,158 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 20,069 shares; 2025Q3: 22,507 shares 22,507 $288K <0.01% +2,438 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 3,067 shares; 2025Q3: 3,393 shares 3,393 $286K <0.01% +326 Timeline IBDU 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: 11,317 shares; 2024Q4: 11,319 shares; 2025Q1: 11,319 shares; 2025Q2: 11,797 shares; 2025Q3: 12,147 shares 12,147 $285K <0.01% +350 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,514 shares; 2025Q3: 2,755 shares 2,755 $284K <0.01% +241 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 2,636 shares; 2025Q1: 2,636 shares; 2025Q2: 1,639 shares; 2025Q3: 3,630 shares 3,630 $282K <0.01% +1,991 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 315 shares; 2025Q3: 14,301 shares 14,301 $281K <0.01% +13,986 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: 12,650 shares; 2024Q4: 12,746 shares; 2025Q1: 12,746 shares; 2025Q2: 12,746 shares; 2025Q3: 12,746 shares 12,746 $280K <0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: 5,944 shares; 2025Q1: 5,944 shares; 2025Q2: 7,130 shares; 2025Q3: 6,372 shares 6,372 $279K <0.01% -758 Timeline GFEB 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: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares 6,873 $279K <0.01% 0 Timeline IMTB 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: 2,583 shares; 2024Q4: 6,914 shares; 2025Q1: 6,914 shares; 2025Q2: 6,324 shares; 2025Q3: 6,307 shares 6,307 $279K <0.01% -17 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 2,432 shares; 2025Q1: 2,432 shares; 2025Q2: 965 shares; 2025Q3: 995 shares 995 $278K <0.01% +30 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: 3,747 shares; 2024Q4: 6,619 shares; 2025Q1: 6,619 shares; 2025Q2: 11,608 shares; 2025Q3: 14,773 shares 14,773 $278K <0.01% +3,165 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: 3,826 shares; 2024Q4: 1,933 shares; 2025Q1: 1,933 shares; 2025Q2: 1,465 shares; 2025Q3: 1,438 shares 1,438 $276K <0.01% -27 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,844 shares; 2024Q4: 11,598 shares; 2025Q1: 11,598 shares; 2025Q2: 11,140 shares; 2025Q3: 9,810 shares 9,810 $276K <0.01% -1,330 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: 1,904 shares; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 1,905 shares; 2025Q3: 655 shares 655 $275K <0.01% -1,250 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: 552 shares; 2024Q4: 567 shares; 2025Q1: 567 shares; 2025Q2: 13,117 shares; 2025Q3: 17,443 shares 17,443 $274K <0.01% +4,326 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 1,315 shares; 2025Q1: 1,315 shares; 2025Q2: 1,413 shares; 2025Q3: 1,502 shares 1,502 $273K <0.01% +89 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 2,777 shares; 2025Q3: 2,799 shares 2,799 $272K <0.01% +22 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,234 shares; 2025Q1: 13,234 shares; 2025Q2: 12,034 shares; 2025Q3: 12,034 shares 12,034 $271K <0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 1,633 shares; 2025Q3: 1,633 shares 1,633 $270K <0.01% 0 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: 6,348 shares; 2024Q4: 6,628 shares; 2025Q1: 6,628 shares; 2025Q2: 6,751 shares; 2025Q3: 6,809 shares 6,809 $270K <0.01% +58 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: 10,050 shares; 2024Q4: 11,047 shares; 2025Q1: 11,047 shares; 2025Q2: 12,530 shares; 2025Q3: 12,888 shares 12,888 $270K <0.01% +358 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,532 shares; 2025Q1: 3,532 shares; 2025Q2: 5,212 shares; 2025Q3: 5,612 shares 5,612 $270K <0.01% +400 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 1,491 shares; 2025Q1: 1,491 shares; 2025Q2: 1,363 shares; 2025Q3: 15,857 shares 15,857 $269K <0.01% +14,494 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,485 shares; 2024Q4: 15,334 shares; 2025Q1: 15,334 shares; 2025Q2: 20,251 shares; 2025Q3: 21,791 shares 21,791 $269K <0.01% +1,540 Timeline TOPT 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: 56 shares; 2025Q3: 8,810 shares 8,810 $268K <0.01% +8,754 Timeline IBHF 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: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 4,164 shares; 2025Q2: 5,822 shares; 2025Q3: 11,457 shares 11,457 $268K <0.01% +5,635 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: 6,108 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 8,888 shares; 2025Q3: 9,389 shares 9,389 $266K <0.01% +501 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: 5,076 shares; 2024Q4: 4,209 shares; 2025Q1: 4,296 shares; 2025Q2: 6,984 shares; 2025Q3: 6,462 shares 6,462 $265K <0.01% -522 Timeline IMTM 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: 5,738 shares; 2024Q4: 5,769 shares; 2025Q1: 5,769 shares; 2025Q2: 5,583 shares; 2025Q3: 5,510 shares 5,510 $264K <0.01% -73 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: 354 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 1,195 shares; 2025Q3: 1,248 shares 1,248 $263K <0.01% +53 DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 2,899 shares; 2025Q3: 3,376 shares 3,376 $263K <0.01% +477 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 1,096 shares; 2025Q3: 1,002 shares 1,002 $263K <0.01% -94 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: 1,192 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 5,150 shares; 2025Q3: 7,177 shares 7,177 $262K <0.01% +2,027 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: 23,091 shares; 2024Q4: 20,133 shares; 2025Q1: 20,133 shares; 2025Q2: 10,965 shares; 2025Q3: 6,208 shares 6,208 $262K <0.01% -4,757 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,110 shares; 2024Q4: 4,636 shares; 2025Q1: 4,636 shares; 2025Q2: 5,898 shares; 2025Q3: 6,207 shares 6,207 $261K <0.01% +309 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 874 shares; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 988 shares; 2025Q3: 904 shares 904 $260K <0.01% -84 Timeline RWJ 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: 21,588 shares; 2024Q4: 20,905 shares; 2025Q1: 20,905 shares; 2025Q2: 5,297 shares; 2025Q3: 5,359 shares 5,359 $259K <0.01% +62 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: 1,212 shares; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,456 shares; 2025Q3: 1,498 shares 1,498 $259K <0.01% +42 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: 578 shares; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 2,824 shares; 2025Q3: 3,469 shares 3,469 $258K <0.01% +645 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,063 shares; 2024Q4: 10,441 shares; 2025Q1: 10,441 shares; 2025Q2: 8,744 shares; 2025Q3: 8,674 shares 8,674 $257K <0.01% -70 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,284 shares; 2024Q4: 11,619 shares; 2025Q1: 11,619 shares; 2025Q2: 14,071 shares; 2025Q3: 15,042 shares 15,042 $256K <0.01% +971 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 7,148 shares; 2025Q1: 7,148 shares; 2025Q2: 5,168 shares; 2025Q3: 4,714 shares 4,714 $256K <0.01% -454 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: 18,078 shares; 2024Q4: 18,983 shares; 2025Q1: 18,983 shares; 2025Q2: 11,907 shares; 2025Q3: 13,203 shares 13,203 $256K <0.01% +1,296 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,395 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 4,315 shares; 2025Q3: 5,745 shares 5,745 $255K <0.01% +1,430 Timeline FFLC 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: 503 shares; 2024Q4: 504 shares; 2025Q1: 504 shares; 2025Q2: 4,673 shares; 2025Q3: 4,870 shares 4,870 $253K <0.01% +197 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,105 shares; 2025Q1: 1,144 shares; 2025Q2: 1,773 shares; 2025Q3: 2,069 shares 2,069 $253K <0.01% +296 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 600 shares; 2025Q3: 580 shares 580 $253K <0.01% -20 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 1,595 shares; 2025Q3: 1,839 shares 1,839 $253K <0.01% +244 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 2,921 shares; 2025Q1: 2,921 shares; 2025Q2: 4,617 shares; 2025Q3: 3,090 shares 3,090 $252K <0.01% -1,527 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 1,726 shares; 2025Q3: 1,905 shares 1,905 $252K <0.01% +179 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: 4,203 shares; 2024Q4: 3,998 shares; 2025Q1: 3,998 shares; 2025Q2: 5,652 shares; 2025Q3: 5,335 shares 5,335 $252K <0.01% -317 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: 28 shares; 2024Q4: 4,167 shares; 2025Q1: 4,167 shares; 2025Q2: 4,297 shares; 2025Q3: 4,002 shares 4,002 $252K <0.01% -295 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: 1,846 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,137 shares; 2025Q3: 2,340 shares 2,340 $252K <0.01% +203 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 14,213 shares; 2025Q3: 10,892 shares 10,892 $251K <0.01% -3,321 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 6,511 shares; 2025Q1: 6,511 shares; 2025Q2: 6,099 shares; 2025Q3: 6,099 shares 6,099 $250K <0.01% 0 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: 18,720 shares; 2024Q4: 15,999 shares; 2025Q1: 15,999 shares; 2025Q2: 5,634 shares; 2025Q3: 4,301 shares 4,301 $250K <0.01% -1,333 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: 3,771 shares; 2024Q4: 3,953 shares; 2025Q1: 3,965 shares; 2025Q2: 3,272 shares; 2025Q3: 3,277 shares 3,277 $250K <0.01% +5 Timeline CERY 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: 3,385 shares; 2025Q1: 3,385 shares; 2025Q2: 4,441 shares; 2025Q3: 8,719 shares 8,719 $250K <0.01% +4,278 Timeline XPH 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: 613 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 281 shares; 2025Q3: 5,210 shares 5,210 $250K <0.01% +4,929 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,791 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,095 shares; 2025Q3: 1,237 shares 1,237 $249K <0.01% +142 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 2,589 shares; 2025Q3: 2,869 shares 2,869 $249K <0.01% +280 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,346 shares 9,346 $249K <0.01% new Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 5,667 shares; 2025Q1: 5,667 shares; 2025Q2: 5,667 shares; 2025Q3: 5,667 shares 5,667 $248K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 11,883 shares; 2025Q1: 11,883 shares; 2025Q2: 13,490 shares; 2025Q3: 14,956 shares 14,956 $246K <0.01% +1,466 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 221 shares; 2025Q3: 1,367 shares 1,367 $244K <0.01% +1,146 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 3,130 shares; 2025Q3: 1,013 shares 1,013 $244K <0.01% -2,117 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,715 shares; 2025Q3: 1,737 shares 1,737 $244K <0.01% +22 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: 625 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 893 shares; 2025Q3: 1,049 shares 1,049 $243K <0.01% +156 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 3,023 shares; 2025Q3: 5,679 shares 5,679 $243K <0.01% +2,656 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 415 shares; 2025Q3: 1,054 shares 1,054 $242K <0.01% +639 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 1,678 shares; 2025Q3: 1,713 shares 1,713 $242K <0.01% +35 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 521 shares; 2025Q3: 551 shares 551 $241K <0.01% +30 Timeline FEMS 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: 4,587 shares; 2024Q4: 4,774 shares; 2025Q1: 4,774 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares 5,432 $240K <0.01% 0 Timeline DNL 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: 2,988 shares; 2024Q4: 2,992 shares; 2025Q1: 2,992 shares; 2025Q2: 5,925 shares; 2025Q3: 5,920 shares 5,920 $240K <0.01% -5 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,177 shares; 2024Q4: 8,451 shares; 2025Q1: 8,451 shares; 2025Q2: 7,247 shares; 2025Q3: 7,247 shares 7,247 $239K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 575 shares; 2024Q4: 834 shares; 2025Q1: 910 shares; 2025Q2: 1,201 shares; 2025Q3: 1,368 shares 1,368 $239K <0.01% +167 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,210 shares; 2025Q1: 6,210 shares; 2025Q2: 6,415 shares; 2025Q3: 6,898 shares 6,898 $237K <0.01% +483 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 3,608 shares; 2025Q1: 3,608 shares; 2025Q2: 4,193 shares; 2025Q3: 4,293 shares 4,293 $237K <0.01% +100 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 470 shares; 2025Q3: 507 shares 507 $237K <0.01% +37 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,928 shares; 2025Q1: 4,928 shares; 2025Q2: 6,284 shares; 2025Q3: 10,103 shares 10,103 $236K <0.01% +3,819 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,368 shares; 2024Q4: 9,472 shares; 2025Q1: 9,472 shares; 2025Q2: 26,823 shares; 2025Q3: 7,548 shares 7,548 $236K <0.01% -19,275 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,589 shares; 2024Q4: 4,447 shares; 2025Q1: 4,447 shares; 2025Q2: 4,042 shares; 2025Q3: 5,149 shares 5,149 $236K <0.01% +1,107 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 7,138 shares; 2025Q1: 7,138 shares; 2025Q2: 8,715 shares; 2025Q3: 6,483 shares 6,483 $236K <0.01% -2,232 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: 5,831 shares; 2024Q4: 8,034 shares; 2025Q1: 8,034 shares; 2025Q2: 8,199 shares; 2025Q3: 8,438 shares 8,438 $236K <0.01% +239 GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,341 shares; 2024Q4: 16,538 shares; 2025Q1: 16,538 shares; 2025Q2: 5,062 shares; 2025Q3: 5,045 shares 5,045 $235K <0.01% -17 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 1,116 shares; 2025Q3: 859 shares 859 $235K <0.01% -257 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,204 shares; 2024Q4: 4,428 shares; 2025Q1: 4,428 shares; 2025Q2: 4,360 shares; 2025Q3: 4,118 shares 4,118 $233K <0.01% -242 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 2,644 shares; 2025Q3: 2,823 shares 2,823 $233K <0.01% +179 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,592 shares; 2025Q1: 2,592 shares; 2025Q2: 2,202 shares; 2025Q3: 3,049 shares 3,049 $232K <0.01% +847 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: 595 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 5,353 shares; 2025Q3: 6,689 shares 6,689 $232K <0.01% +1,336 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,402 shares; 2024Q4: 3,940 shares; 2025Q1: 3,940 shares; 2025Q2: 3,882 shares; 2025Q3: 4,039 shares 4,039 $231K <0.01% +157 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: 438 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: 4,957 shares; 2025Q3: 6,498 shares 6,498 $231K <0.01% +1,541 Timeline TRFM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,734 shares 4,734 $229K <0.01% new Timeline RIFR RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; 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: 3,168 shares; 2025Q3: 8,818 shares 8,818 $229K <0.01% +5,650 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 4,951 shares; 2025Q1: 4,951 shares; 2025Q2: 6,958 shares; 2025Q3: 7,138 shares 7,138 $228K <0.01% +180 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 2,365 shares; 2025Q3: 2,429 shares 2,429 $228K <0.01% +64 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: 729 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,582 shares; 2025Q3: 1,438 shares 1,438 $227K <0.01% -144 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,112 shares; 2025Q3: 1,107 shares 1,107 $227K <0.01% -5 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 3,494 shares; 2025Q3: 3,788 shares 3,788 $226K <0.01% +294 Timeline XBIL 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: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,273 shares; 2025Q3: 4,493 shares 4,493 $226K <0.01% +1,220 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: 13,585 shares; 2024Q4: 22,594 shares; 2025Q1: 22,594 shares; 2025Q2: 16,854 shares; 2025Q3: 14,945 shares 14,945 $225K <0.01% -1,909 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 8,878 shares; 2025Q1: 8,878 shares; 2025Q2: 2,234 shares; 2025Q3: 2,484 shares 2,484 $225K <0.01% +250 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,391 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 9,413 shares; 2025Q3: 3,065 shares 3,065 $224K <0.01% -6,348 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: 32,387 shares; 2024Q4: 32,616 shares; 2025Q1: 32,616 shares; 2025Q2: 3,819 shares; 2025Q3: 5,289 shares 5,289 $223K <0.01% +1,470 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,109 shares; 2024Q4: 14,294 shares; 2025Q1: 14,294 shares; 2025Q2: 29,890 shares; 2025Q3: 14,894 shares 14,894 $223K <0.01% -14,996 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: 205 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 494 shares; 2025Q3: 516 shares 516 $222K <0.01% +22 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,158 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 2,094 shares; 2025Q3: 2,211 shares 2,211 $222K <0.01% +117 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,492 shares; 2025Q3: 1,490 shares 1,490 $222K <0.01% -2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 1,850 shares; 2025Q3: 1,635 shares 1,635 $221K <0.01% -215 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: 3,507 shares; 2025Q3: 4,069 shares 4,069 $221K <0.01% +562 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 729 shares; 2025Q3: 738 shares 738 $221K <0.01% +9 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: 180 shares; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 186 shares; 2025Q3: 4,181 shares 4,181 $221K <0.01% +3,995 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: 632 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 747 shares; 2025Q3: 785 shares 785 $220K <0.01% +38 Timeline FDD 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: 16,500 shares; 2024Q4: 18,817 shares; 2025Q1: 18,817 shares; 2025Q2: 14,086 shares; 2025Q3: 13,616 shares 13,616 $220K <0.01% -470 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 1,312 shares; 2025Q3: 1,487 shares 1,487 $219K <0.01% +175 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: 4,161 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 3,978 shares; 2025Q3: 3,908 shares 3,908 $219K <0.01% -70 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: 2,218 shares; 2024Q4: 7,240 shares; 2025Q1: 7,240 shares; 2025Q2: 4,417 shares; 2025Q3: 9,406 shares 9,406 $217K <0.01% +4,989 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,050 shares; 2024Q4: 11,643 shares; 2025Q1: 11,672 shares; 2025Q2: 11,162 shares; 2025Q3: 11,299 shares 11,299 $217K <0.01% +137 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 5,649 shares; 2025Q1: 5,649 shares; 2025Q2: 6,687 shares; 2025Q3: 7,142 shares 7,142 $217K <0.01% +455 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares 8,300 $216K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 386 shares; 2025Q3: 533 shares 533 $215K <0.01% +147 Timeline FQAL 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 763 shares; 2025Q3: 2,873 shares 2,873 $215K <0.01% +2,110 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: 7,313 shares; 2024Q4: 15,872 shares; 2025Q1: 15,872 shares; 2025Q2: 9,566 shares; 2025Q3: 10,297 shares 10,297 $213K <0.01% +731 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: 19,363 shares; 2024Q4: 20,459 shares; 2025Q1: 20,459 shares; 2025Q2: 10,377 shares; 2025Q3: 11,383 shares 11,383 $213K <0.01% +1,006 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: 381 shares; 2024Q4: 492 shares; 2025Q1: 492 shares; 2025Q2: 948 shares; 2025Q3: 773 shares 773 $213K <0.01% -175 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,199 shares 4,199 $212K <0.01% new Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,336 shares; 2025Q1: 4,336 shares; 2025Q2: 4,178 shares; 2025Q3: 4,989 shares 4,989 $212K <0.01% +811 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,732 shares; 2024Q4: 31,656 shares; 2025Q1: 31,656 shares; 2025Q2: 35,385 shares; 2025Q3: 3,412 shares 3,412 $211K <0.01% -31,973 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 3,854 shares; 2025Q1: 4,079 shares; 2025Q2: 1,074 shares; 2025Q3: 1,177 shares 1,177 $209K <0.01% +103 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: 7,739 shares; 2024Q4: 9,285 shares; 2025Q1: 9,378 shares; 2025Q2: 8,347 shares; 2025Q3: 4,510 shares 4,510 $209K <0.01% -3,837 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 8,988 shares; 2025Q1: 9,086 shares; 2025Q2: 8,161 shares; 2025Q3: 7,793 shares 7,793 $209K <0.01% -368 Timeline GJUN 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: 6,350 shares; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares 5,350 $208K <0.01% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,115 shares; 2024Q4: 4,115 shares; 2025Q1: 4,115 shares; 2025Q2: 5,065 shares; 2025Q3: 5,045 shares 5,045 $208K <0.01% -20 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,281 shares; 2024Q4: 17,443 shares; 2025Q1: 17,443 shares; 2025Q2: 17,843 shares; 2025Q3: 13,654 shares 13,654 $207K <0.01% -4,189 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 1,387 shares; 2025Q1: 1,387 shares; 2025Q2: 671 shares; 2025Q3: 1,019 shares 1,019 $207K <0.01% +348 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 7,180 shares; 2025Q1: 7,196 shares; 2025Q2: 1,718 shares; 2025Q3: 4,064 shares 4,064 $207K <0.01% +2,346 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 385 shares; 2025Q3: 390 shares 390 $206K <0.01% +5 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,384 shares; 2025Q1: 4,399 shares; 2025Q2: 1,050 shares; 2025Q3: 1,457 shares 1,457 $206K <0.01% +407 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 414 shares; 2025Q1: 414 shares; 2025Q2: 1,155 shares; 2025Q3: 1,127 shares 1,127 $205K <0.01% -28 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: 1,492 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,505 shares; 2025Q3: 1,802 shares 1,802 $204K <0.01% +297 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,411 shares; 2025Q3: 2,459 shares 2,459 $204K <0.01% +48 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: 3,000 shares; 2024Q4: 2,911 shares; 2025Q1: 2,911 shares; 2025Q2: 2,836 shares; 2025Q3: 2,779 shares 2,779 $204K <0.01% -57 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,063 shares; 2024Q4: 1,410 shares; 2025Q1: 1,410 shares; 2025Q2: 1,870 shares; 2025Q3: 1,947 shares 1,947 $203K <0.01% +77 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 367 shares; 2025Q1: 367 shares; 2025Q2: 417 shares; 2025Q3: 394 shares 394 $203K <0.01% -23 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,131 shares 12,131 $202K <0.01% new 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: 1,613 shares; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 1,221 shares; 2025Q3: 1,450 shares 1,450 $202K <0.01% +229 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: 28,752 shares; 2024Q4: 28,752 shares; 2025Q1: 28,752 shares; 2025Q2: 22,352 shares; 2025Q3: 21,910 shares 21,910 $200K <0.01% -442 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: 2,851 shares; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 5,141 shares; 2025Q3: 4,592 shares 4,592 $199K <0.01% -549 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,279 shares; 2025Q1: 1,279 shares; 2025Q2: 585 shares; 2025Q3: 501 shares 501 $198K <0.01% -84 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,604 shares; 2024Q4: 5,025 shares; 2025Q1: 5,025 shares; 2025Q2: 5,379 shares; 2025Q3: 5,589 shares 5,589 $198K <0.01% +210 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 1,540 shares; 2025Q3: 1,690 shares 1,690 $198K <0.01% +150 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,502 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 5,128 shares; 2025Q3: 5,617 shares 5,617 $198K <0.01% +489 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 177 shares; 2025Q3: 168 shares 168 $198K <0.01% -9 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,323 shares; 2025Q1: 1,323 shares; 2025Q2: 1,893 shares; 2025Q3: 2,008 shares 2,008 $198K <0.01% +115 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: 594 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 3,068 shares; 2025Q3: 4,780 shares 4,780 $197K <0.01% +1,712 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: 2,379 shares; 2024Q4: 2,655 shares; 2025Q1: 2,655 shares; 2025Q2: 2,945 shares; 2025Q3: 3,088 shares 3,088 $197K <0.01% +143 Timeline OIH 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: 977 shares; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 772 shares; 2025Q3: 756 shares 756 $197K <0.01% -16 Timeline YGLD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,037 shares; 2025Q3: 4,862 shares 4,862 $197K <0.01% -175 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,375 shares 9,375 $196K <0.01% new 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: 1,347 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,403 shares; 2025Q3: 1,600 shares 1,600 $196K <0.01% +197 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,949 shares; 2024Q4: 10,831 shares; 2025Q1: 10,831 shares; 2025Q2: 6,191 shares; 2025Q3: 7,157 shares 7,157 $195K <0.01% +966 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 567 shares; 2025Q3: 504 shares 504 $195K <0.01% -63 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 513 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 295 shares; 2025Q3: 604 shares 604 $194K <0.01% +309 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: 9,717 shares; 2025Q1: 9,717 shares; 2025Q2: 8,832 shares; 2025Q3: 9,022 shares 9,022 $194K <0.01% +190 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 6,378 shares; 2025Q1: 6,378 shares; 2025Q2: 7,137 shares; 2025Q3: 6,781 shares 6,781 $194K <0.01% -356 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 1,917 shares; 2025Q3: 2,596 shares 2,596 $193K <0.01% +679 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 652 shares; 2025Q3: 760 shares 760 $193K <0.01% +108 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: 9 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 11 shares; 2025Q3: 850 shares 850 $193K <0.01% +839 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: 445 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 1,338 shares; 2025Q3: 1,432 shares 1,432 $193K <0.01% +94 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,587 shares; 2025Q3: 1,603 shares 1,603 $192K <0.01% +16 Timeline FOX 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: 703 shares; 2024Q4: 1,065 shares; 2025Q1: 1,065 shares; 2025Q2: 3,158 shares; 2025Q3: 3,342 shares 3,342 $191K <0.01% +184 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,280 shares; 2025Q3: 1,370 shares 1,370 $191K <0.01% +90 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 4,457 shares; 2025Q3: 5,827 shares 5,827 $191K <0.01% +1,370 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,954 shares; 2025Q1: 6,207 shares; 2025Q2: 6,791 shares; 2025Q3: 6,840 shares 6,840 $190K <0.01% +49 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 3,291 shares; 2025Q3: 3,725 shares 3,725 $190K <0.01% +434 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: 6,689 shares; 2024Q4: 6,966 shares; 2025Q1: 6,966 shares; 2025Q2: 3,116 shares; 2025Q3: 4,308 shares 4,308 $189K <0.01% +1,192 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,728 shares; 2025Q1: 1,728 shares; 2025Q2: 2,057 shares; 2025Q3: 1,987 shares 1,987 $189K <0.01% -70 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,601 shares; 2025Q1: 1,601 shares; 2025Q2: 5,556 shares; 2025Q3: 4,489 shares 4,489 $189K <0.01% -1,067 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: 5,199 shares; 2024Q4: 5,295 shares; 2025Q1: 5,295 shares; 2025Q2: 5,735 shares; 2025Q3: 6,107 shares 6,107 $189K <0.01% +372 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 1,938 shares; 2025Q1: 1,938 shares; 2025Q2: 2,292 shares; 2025Q3: 2,296 shares 2,296 $188K <0.01% +4 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: 2,650 shares; 2024Q4: 2,857 shares; 2025Q1: 2,857 shares; 2025Q2: 2,241 shares; 2025Q3: 2,490 shares 2,490 $187K <0.01% +249 Timeline FIDU 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: 28 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 2,177 shares; 2025Q3: 2,281 shares 2,281 $187K <0.01% +104 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 3,011 shares; 2025Q1: 3,011 shares; 2025Q2: 2,148 shares; 2025Q3: 2,831 shares 2,831 $187K <0.01% +683 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,304 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,059 shares; 2025Q3: 1,114 shares 1,114 $186K <0.01% +55 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,611 shares; 2025Q1: 2,611 shares; 2025Q2: 3,313 shares; 2025Q3: 5,422 shares 5,422 $186K <0.01% +2,109 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,913 shares; 2025Q1: 1,913 shares; 2025Q2: 2,425 shares; 2025Q3: 2,390 shares 2,390 $186K <0.01% -35 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,237 shares; 2024Q4: 2,404 shares; 2025Q1: 2,404 shares; 2025Q2: 2,350 shares; 2025Q3: 2,407 shares 2,407 $185K <0.01% +57 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 2,133 shares; 2025Q1: 2,133 shares; 2025Q2: 1,987 shares; 2025Q3: 1,881 shares 1,881 $185K <0.01% -106 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 2,299 shares; 2025Q1: 2,299 shares; 2025Q2: 1,869 shares; 2025Q3: 2,533 shares 2,533 $185K <0.01% +664 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 301 shares; 2025Q3: 315 shares 315 $185K <0.01% +14 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: 1,392 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,829 shares; 2025Q3: 1,856 shares 1,856 $184K <0.01% +27 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares 1,578 $184K <0.01% 0 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 4,442 shares; 2025Q1: 4,442 shares; 2025Q2: 5,016 shares; 2025Q3: 5,164 shares 5,164 $184K <0.01% +148 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,761 shares; 2025Q3: 2,767 shares 2,767 $184K <0.01% +6 Timeline TME TENCENT MUSIC ENTMT GROUP More: the full row for TENCENT MUSIC ENTMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 8,297 shares; 2025Q3: 7,870 shares 7,870 $184K <0.01% -427 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: 13,655 shares; 2024Q4: 12,165 shares; 2025Q1: 12,165 shares; 2025Q2: 6,543 shares; 2025Q3: 5,799 shares 5,799 $183K <0.01% -744 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 2,502 shares; 2025Q3: 2,490 shares 2,490 $182K <0.01% -12 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 1,525 shares; 2025Q3: 2,186 shares 2,186 $182K <0.01% +661 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 436 shares; 2025Q3: 480 shares 480 $181K <0.01% +44 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 989 shares; 2025Q1: 989 shares; 2025Q2: 888 shares; 2025Q3: 1,062 shares 1,062 $181K <0.01% +174 Timeline IGBH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 11,812 shares; 2025Q1: 11,812 shares; 2025Q2: 6,978 shares; 2025Q3: 7,319 shares 7,319 $180K <0.01% +341 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: 1,169 shares; 2024Q4: 1,324 shares; 2025Q1: 1,324 shares; 2025Q2: 1,551 shares; 2025Q3: 2,117 shares 2,117 $180K <0.01% +566 Timeline FXL 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: 1,113 shares; 2024Q4: 1,063 shares; 2025Q1: 1,063 shares; 2025Q2: 1,063 shares; 2025Q3: 1,063 shares 1,063 $179K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 512 shares; 2025Q3: 500 shares 500 $178K <0.01% -12 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: 2,935 shares; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 3,319 shares; 2025Q3: 3,446 shares 3,446 $178K <0.01% +127 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 2,712 shares; 2025Q3: 2,874 shares 2,874 $176K <0.01% +162 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 746 shares; 2025Q3: 1,006 shares 1,006 $176K <0.01% +260 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 1,046 shares; 2025Q3: 1,062 shares 1,062 $176K <0.01% +16 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: 165 shares; 2025Q3: 2,274 shares 2,274 $175K <0.01% +2,109 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,461 shares; 2024Q4: 10,161 shares; 2025Q1: 10,161 shares; 2025Q2: 5,301 shares; 2025Q3: 5,706 shares 5,706 $174K <0.01% +405 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,071 shares; 2024Q4: 4,638 shares; 2025Q1: 4,638 shares; 2025Q2: 4,967 shares; 2025Q3: 6,027 shares 6,027 $174K <0.01% +1,060 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: 7,201 shares; 2024Q4: 8,422 shares; 2025Q1: 8,422 shares; 2025Q2: 6,958 shares; 2025Q3: 7,080 shares 7,080 $174K <0.01% +122 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 1,151 shares; 2025Q3: 1,781 shares 1,781 $174K <0.01% +630 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: 843 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 820 shares; 2025Q3: 994 shares 994 $174K <0.01% +174 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: 2,348 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 3,274 shares; 2025Q3: 3,391 shares 3,391 $174K <0.01% +117 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,356 shares; 2025Q3: 7,981 shares 7,981 $173K <0.01% +625 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: 9,193 shares; 2024Q4: 5,203 shares; 2025Q1: 5,450 shares; 2025Q2: 1,419 shares; 2025Q3: 1,540 shares 1,540 $173K <0.01% +121 Timeline FOA FINANCE OF AMERICA COMPAN More: the full row for FINANCE OF AMERICA COMPAN Quarterly shares; 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: 6,305 shares; 2025Q3: 7,700 shares 7,700 $173K <0.01% +1,395 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,293 shares; 2024Q4: 1,673 shares; 2025Q1: 1,673 shares; 2025Q2: 3,698 shares; 2025Q3: 4,183 shares 4,183 $172K <0.01% +485 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,979 shares; 2025Q1: 1,979 shares; 2025Q2: 1,816 shares; 2025Q3: 1,812 shares 1,812 $172K <0.01% -4 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,120 shares; 2024Q4: 14,184 shares; 2025Q1: 14,184 shares; 2025Q2: 4,233 shares; 2025Q3: 2,538 shares 2,538 $171K <0.01% -1,695 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 1,296 shares; 2025Q1: 1,296 shares; 2025Q2: 2,591 shares; 2025Q3: 2,954 shares 2,954 $171K <0.01% +363 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: 2,922 shares; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 2,988 shares; 2025Q3: 2,988 shares 2,988 $171K <0.01% 0 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,721 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 3,128 shares 3,128 $171K <0.01% +407 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,392 shares; 2025Q1: 2,392 shares; 2025Q2: 4,054 shares; 2025Q3: 4,054 shares 4,054 $171K <0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 637 shares; 2025Q3: 635 shares 635 $170K <0.01% -2 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,376 shares; 2024Q4: 2,876 shares; 2025Q1: 2,876 shares; 2025Q2: 3,620 shares; 2025Q3: 3,688 shares 3,688 $169K <0.01% +68 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 2,786 shares; 2025Q1: 2,786 shares; 2025Q2: 4,556 shares; 2025Q3: 4,651 shares 4,651 $168K <0.01% +95 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,494 shares; 2024Q4: 17,508 shares; 2025Q1: 17,508 shares; 2025Q2: 17,642 shares; 2025Q3: 17,712 shares 17,712 $168K <0.01% +70 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 2,042 shares; 2025Q3: 1,633 shares 1,633 $168K <0.01% -409 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 916 shares; 2025Q3: 960 shares 960 $168K <0.01% +44 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,040 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 3,580 shares; 2025Q3: 4,901 shares 4,901 $167K <0.01% +1,321 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,188 shares; 2025Q3: 3,491 shares 3,491 $167K <0.01% +303 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 1,867 shares; 2025Q3: 1,116 shares 1,116 $167K <0.01% -751 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,148 shares; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 1,342 shares; 2025Q3: 1,325 shares 1,325 $167K <0.01% -17 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,446 shares; 2025Q1: 2,446 shares; 2025Q2: 4,365 shares; 2025Q3: 4,365 shares 4,365 $166K <0.01% 0 Timeline JPME 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: 860 shares; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,490 shares; 2025Q3: 1,533 shares 1,533 $166K <0.01% +43 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,237 shares; 2025Q3: 1,465 shares 1,465 $166K <0.01% +228 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,485 shares 2,485 $166K <0.01% -80 Timeline BANKFINANCIAL CORP BANKFINANCIAL CORP More: the full row for BANKFINANCIAL 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: 457 shares; 2025Q3: 13,750 shares 13,750 $165K <0.01% +13,293 BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,427 shares; 2025Q3: 7,328 shares 7,328 $165K <0.01% +901 Timeline GDXJ 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: 1,169 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 2,060 shares; 2025Q3: 1,654 shares 1,654 $164K <0.01% -406 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: 10,774 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,951 shares; 2025Q3: 8,642 shares 8,642 $163K <0.01% -2,309 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 4,005 shares 4,005 $163K <0.01% 0 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,694 shares; 2025Q1: 3,694 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares 3,717 $163K <0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 3,089 shares; 2025Q1: 3,089 shares; 2025Q2: 1,430 shares; 2025Q3: 1,121 shares 1,121 $162K <0.01% -309 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 1,925 shares; 2025Q3: 1,012 shares 1,012 $162K <0.01% -913 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 858 shares; 2025Q3: 834 shares 834 $162K <0.01% -24 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 2,896 shares; 2025Q1: 2,896 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares 5,021 $161K <0.01% 0 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: 7,826 shares; 2024Q4: 6,054 shares; 2025Q1: 6,054 shares; 2025Q2: 2,260 shares; 2025Q3: 2,947 shares 2,947 $161K <0.01% +687 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 1,495 shares; 2025Q3: 1,898 shares 1,898 $161K <0.01% +403 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,606 shares; 2025Q1: 5,606 shares; 2025Q2: 6,318 shares; 2025Q3: 7,157 shares 7,157 $160K <0.01% +839 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: 7,307 shares; 2024Q4: 7,294 shares; 2025Q1: 7,294 shares; 2025Q2: 6,794 shares; 2025Q3: 6,794 shares 6,794 $160K <0.01% 0 Timeline BYLD 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: 6,875 shares; 2024Q4: 6,875 shares; 2025Q1: 6,875 shares; 2025Q2: 6,982 shares; 2025Q3: 6,982 shares 6,982 $160K <0.01% 0 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: 2,078 shares; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 549 shares; 2025Q3: 614 shares 614 $160K <0.01% +65 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 3,079 shares; 2025Q1: 3,079 shares; 2025Q2: 4,144 shares; 2025Q3: 2,805 shares 2,805 $159K <0.01% -1,339 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 410 shares; 2025Q3: 638 shares 638 $159K <0.01% +228 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 1,853 shares; 2025Q3: 1,897 shares 1,897 $159K <0.01% +44 Timeline FPXI 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: 7,305 shares; 2024Q4: 3,213 shares; 2025Q1: 3,213 shares; 2025Q2: 3,010 shares; 2025Q3: 2,647 shares 2,647 $159K <0.01% -363 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,651 shares; 2025Q1: 1,651 shares; 2025Q2: 10,444 shares; 2025Q3: 9,413 shares 9,413 $158K <0.01% -1,031 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,662 shares; 2025Q3: 4,223 shares 4,223 $157K <0.01% +2,561 Timeline FUTU FUTU HLDGS LTD More: the full row for FUTU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 267 shares; 2025Q3: 904 shares 904 $157K <0.01% +637 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 3,194 shares; 2025Q1: 3,194 shares; 2025Q2: 2,906 shares; 2025Q3: 2,899 shares 2,899 $157K <0.01% -7 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,882 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,046 shares; 2025Q3: 3,032 shares 3,032 $156K <0.01% -14 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,760 shares; 2025Q1: 5,760 shares; 2025Q2: 7,346 shares; 2025Q3: 7,348 shares 7,348 $156K <0.01% +2 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 3,248 shares; 2025Q1: 3,248 shares; 2025Q2: 3,248 shares; 2025Q3: 5,876 shares 5,876 $156K <0.01% +2,628 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,421 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,720 shares; 2025Q3: 1,494 shares 1,494 $156K <0.01% -226 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: 624 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 839 shares; 2025Q3: 864 shares 864 $155K <0.01% +25 Timeline FUTY 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: 1,589 shares; 2024Q4: 1,704 shares; 2025Q1: 1,704 shares; 2025Q2: 2,724 shares; 2025Q3: 2,740 shares 2,740 $155K <0.01% +16 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,289 shares; 2025Q1: 3,289 shares; 2025Q2: 2,606 shares; 2025Q3: 2,632 shares 2,632 $155K <0.01% +26 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 546 shares; 2025Q3: 744 shares 744 $155K <0.01% +198 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,269 shares; 2024Q4: 18,426 shares; 2025Q1: 18,426 shares; 2025Q2: 17,982 shares; 2025Q3: 17,170 shares 17,170 $154K <0.01% -812 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 2,386 shares; 2025Q3: 4,028 shares 4,028 $154K <0.01% +1,642 Timeline JPIB 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: 635 shares; 2025Q3: 3,128 shares 3,128 $153K <0.01% +2,493 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 2,972 shares; 2025Q3: 1,519 shares 1,519 $152K <0.01% -1,453 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 10,731 shares; 2025Q1: 10,731 shares; 2025Q2: 13,054 shares; 2025Q3: 13,983 shares 13,983 $152K <0.01% +929 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 8,011 shares; 2025Q3: 8,109 shares 8,109 $152K <0.01% +98 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,087 shares; 2025Q3: 6,087 shares 6,087 $152K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,823 shares; 2024Q4: 3,639 shares; 2025Q1: 3,639 shares; 2025Q2: 3,750 shares; 2025Q3: 3,755 shares 3,755 $151K <0.01% +5 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,503 shares; 2024Q4: 1,895 shares; 2025Q1: 1,895 shares; 2025Q2: 2,229 shares; 2025Q3: 2,315 shares 2,315 $151K <0.01% +86 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,407 shares; 2025Q1: 1,427 shares; 2025Q2: 1,508 shares; 2025Q3: 1,358 shares 1,358 $151K <0.01% -150 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 3,881 shares; 2025Q3: 3,881 shares 3,881 $149K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 921 shares; 2025Q3: 768 shares 768 $148K <0.01% -153 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,591 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 4,614 shares; 2025Q3: 6,452 shares 6,452 $148K <0.01% +1,838 Timeline RSPF 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: 2,409 shares; 2024Q4: 2,341 shares; 2025Q1: 2,341 shares; 2025Q2: 1,889 shares; 2025Q3: 1,896 shares 1,896 $147K <0.01% +7 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 2,334 shares; 2025Q3: 2,510 shares 2,510 $147K <0.01% +176 Timeline DAX 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: 3,143 shares; 2025Q3: 3,251 shares 3,251 $145K <0.01% +108 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: 60 shares; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 391 shares; 2025Q3: 527 shares 527 $145K <0.01% +136 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,519 shares; 2025Q3: 1,632 shares 1,632 $145K <0.01% +113 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,111 shares; 2025Q3: 1,256 shares 1,256 $145K <0.01% +145 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 901 shares; 2025Q3: 1,169 shares 1,169 $144K <0.01% +268 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: 2,342 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,634 shares; 2025Q3: 2,747 shares 2,747 $144K <0.01% +113 Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,003 shares 4,003 $144K <0.01% new OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,675 shares; 2025Q1: 1,675 shares; 2025Q2: 2,353 shares; 2025Q3: 2,541 shares 2,541 $143K <0.01% +188 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,384 shares; 2025Q3: 1,382 shares 1,382 $143K <0.01% -2 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 528 shares; 2025Q3: 530 shares 530 $143K <0.01% +2 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 1,221 shares; 2025Q3: 1,385 shares 1,385 $143K <0.01% +164 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,963 shares; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 868 shares; 2025Q3: 898 shares 898 $143K <0.01% +30 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,533 shares; 2025Q1: 2,533 shares; 2025Q2: 1,518 shares; 2025Q3: 1,538 shares 1,538 $143K <0.01% +20 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: 1,128 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 1,283 shares; 2025Q3: 1,591 shares 1,591 $143K <0.01% +308 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 3,052 shares; 2025Q1: 3,052 shares; 2025Q2: 2,780 shares; 2025Q3: 2,730 shares 2,730 $143K <0.01% -50 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,140 shares; 2025Q1: 1,140 shares; 2025Q2: 1,314 shares; 2025Q3: 1,220 shares 1,220 $143K <0.01% -94 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 1,314 shares; 2025Q1: 1,314 shares; 2025Q2: 1,162 shares; 2025Q3: 1,110 shares 1,110 $143K <0.01% -52 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: 121 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 4,095 shares; 2025Q3: 3,973 shares 3,973 $142K <0.01% -122 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: 728 shares; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 861 shares; 2025Q3: 1,073 shares 1,073 $142K <0.01% +212 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 487 shares; 2025Q3: 472 shares 472 $141K <0.01% -15 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: 748 shares; 2024Q4: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,713 shares; 2025Q3: 1,681 shares 1,681 $141K <0.01% -32 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: 559 shares; 2024Q4: 1,303 shares; 2025Q1: 1,303 shares; 2025Q2: 1,728 shares; 2025Q3: 1,398 shares 1,398 $140K <0.01% -330 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: 1,337 shares; 2024Q4: 5,421 shares; 2025Q1: 5,421 shares; 2025Q2: 8,749 shares; 2025Q3: 4,211 shares 4,211 $140K <0.01% -4,538 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,498 shares; 2025Q1: 2,498 shares; 2025Q2: 2,840 shares; 2025Q3: 2,863 shares 2,863 $139K <0.01% +23 Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 8,761 shares; 2025Q3: 9,788 shares 9,788 $139K <0.01% +1,027 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: 1,908 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,034 shares; 2025Q3: 720 shares 720 $139K <0.01% -314 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: 1,214 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,219 shares; 2025Q3: 1,099 shares 1,099 $139K <0.01% -120 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 571 shares; 2025Q1: 571 shares; 2025Q2: 680 shares; 2025Q3: 827 shares 827 $139K <0.01% +147 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: 285 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 564 shares; 2025Q3: 859 shares 859 $138K <0.01% +295 Timeline SCHC 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: 1,156 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,126 shares; 2025Q3: 3,037 shares 3,037 $138K <0.01% +1,911 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: 738 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: 623 shares; 2025Q3: 746 shares 746 $137K <0.01% +123 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 2,992 shares; 2025Q3: 2,703 shares 2,703 $137K <0.01% -289 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,838 shares; 2025Q3: 1,882 shares 1,882 $137K <0.01% +44 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 864 shares; 2025Q1: 864 shares; 2025Q2: 4,053 shares; 2025Q3: 4,537 shares 4,537 $137K <0.01% +484 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 5,328 shares; 2025Q1: 5,328 shares; 2025Q2: 5,562 shares; 2025Q3: 5,606 shares 5,606 $136K <0.01% +44 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 3,107 shares; 2025Q1: 3,107 shares; 2025Q2: 2,551 shares; 2025Q3: 3,332 shares 3,332 $135K <0.01% +781 Timeline DFIP 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: 3,038 shares; 2024Q4: 3,103 shares; 2025Q1: 3,103 shares; 2025Q2: 3,103 shares; 2025Q3: 3,193 shares 3,193 $135K <0.01% +90 Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,593 shares; 2024Q4: 26,093 shares; 2025Q1: 26,093 shares; 2025Q2: 10,293 shares; 2025Q3: 10,293 shares 10,293 $134K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 954 shares; 2025Q3: 953 shares 953 $134K <0.01% -1 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,918 shares; 2025Q1: 2,918 shares; 2025Q2: 1,429 shares; 2025Q3: 1,493 shares 1,493 $134K <0.01% +64 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 4,181 shares; 2025Q3: 4,181 shares 4,181 $133K <0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 3,283 shares; 2025Q1: 3,283 shares; 2025Q2: 3,530 shares; 2025Q3: 3,769 shares 3,769 $133K <0.01% +239 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,487 shares; 2024Q4: 2,932 shares; 2025Q1: 2,932 shares; 2025Q2: 2,932 shares; 2025Q3: 3,166 shares 3,166 $133K <0.01% +234 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: 1,906 shares; 2024Q4: 2,858 shares; 2025Q1: 2,858 shares; 2025Q2: 4,709 shares; 2025Q3: 3,022 shares 3,022 $133K <0.01% -1,687 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,332 shares; 2025Q3: 1,386 shares 1,386 $132K <0.01% +54 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 3,225 shares; 2025Q3: 3,712 shares 3,712 $131K <0.01% +487 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 2,981 shares; 2025Q1: 2,981 shares; 2025Q2: 3,069 shares; 2025Q3: 3,386 shares 3,386 $131K <0.01% +317 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,061 shares; 2025Q3: 1,256 shares 1,256 $131K <0.01% +195 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: 275 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 1,034 shares; 2025Q3: 919 shares 919 $131K <0.01% -115 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: 3,131 shares; 2024Q4: 3,972 shares; 2025Q1: 3,972 shares; 2025Q2: 3,109 shares; 2025Q3: 2,635 shares 2,635 $130K <0.01% -474 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: 111 shares; 2024Q4: 278 shares; 2025Q1: 278 shares; 2025Q2: 1,720 shares; 2025Q3: 2,259 shares 2,259 $130K <0.01% +539 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,089 shares; 2025Q3: 3,483 shares 3,483 $130K <0.01% +394 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145 shares; 2025Q3: 2,085 shares 2,085 $130K <0.01% +1,940 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 1,152 shares; 2025Q3: 1,232 shares 1,232 $129K <0.01% +80 Timeline FNX 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: 1,031 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 1,012 shares; 2025Q3: 1,032 shares 1,032 $129K <0.01% +20 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 4,239 shares; 2025Q1: 4,736 shares; 2025Q2: 3,398 shares; 2025Q3: 3,076 shares 3,076 $128K <0.01% -322 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 7,245 shares; 2025Q3: 1,512 shares 1,512 $128K <0.01% -5,733 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: 1,129 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 1,492 shares; 2025Q3: 1,455 shares 1,455 $128K <0.01% -37 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 886 shares; 2025Q3: 886 shares 886 $128K <0.01% 0 Timeline TSPA 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: 1,990 shares; 2025Q3: 3,046 shares 3,046 $128K <0.01% +1,056 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: 1,700 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,864 shares; 2025Q3: 1,525 shares 1,525 $127K <0.01% -339 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 409 shares; 2025Q3: 551 shares 551 $127K <0.01% +142 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419 shares; 2024Q4: 415 shares; 2025Q1: 415 shares; 2025Q2: 1,254 shares; 2025Q3: 1,251 shares 1,251 $127K <0.01% -3 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: 252 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 1,689 shares; 2025Q3: 2,245 shares 2,245 $127K <0.01% +556 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 2,000 shares; 2025Q3: 2,050 shares 2,050 $126K <0.01% +50 Timeline DFEM 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: 4,701 shares; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 3,951 shares; 2025Q3: 3,929 shares 3,929 $126K <0.01% -22 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: 2,825 shares; 2024Q4: 3,897 shares; 2025Q1: 3,897 shares; 2025Q2: 4,214 shares; 2025Q3: 4,715 shares 4,715 $125K <0.01% +501 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 672 shares; 2025Q1: 672 shares; 2025Q2: 703 shares; 2025Q3: 702 shares 702 $125K <0.01% -1 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 74 shares; 2025Q3: 746 shares 746 $124K <0.01% +672 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,692 shares; 2024Q4: 13,779 shares; 2025Q1: 13,779 shares; 2025Q2: 1,845 shares; 2025Q3: 1,752 shares 1,752 $124K <0.01% -93 Timeline DNOV 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: 1,150 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares 2,650 $124K <0.01% 0 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: 1,230 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,604 shares; 2025Q3: 1,547 shares 1,547 $123K <0.01% -57 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,627 shares; 2024Q4: 9,071 shares; 2025Q1: 9,071 shares; 2025Q2: 9,165 shares; 2025Q3: 9,215 shares 9,215 $123K <0.01% +50 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: 672 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 766 shares; 2025Q3: 737 shares 737 $123K <0.01% -29 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: 824 shares; 2024Q4: 1,999 shares; 2025Q1: 1,999 shares; 2025Q2: 1,898 shares; 2025Q3: 2,029 shares 2,029 $123K <0.01% +131 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,354 shares; 2025Q1: 3,479 shares; 2025Q2: 4,369 shares; 2025Q3: 4,720 shares 4,720 $123K <0.01% +351 Timeline PRFZ 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: 2,719 shares; 2024Q4: 2,774 shares; 2025Q1: 2,774 shares; 2025Q2: 3,776 shares; 2025Q3: 2,706 shares 2,706 $123K <0.01% -1,070 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,237 shares; 2024Q4: 9,062 shares; 2025Q1: 9,062 shares; 2025Q2: 9,241 shares; 2025Q3: 10,056 shares 10,056 $123K <0.01% +815 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: 10,003 shares; 2024Q4: 8,988 shares; 2025Q1: 8,988 shares; 2025Q2: 4,597 shares; 2025Q3: 3,281 shares 3,281 $123K <0.01% -1,316 Timeline