IYZ 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: 55,214 shares; 2024Q4: 57,490 shares; 2025Q1: 54,442 shares; 2025Q2: 51,808 shares; 2025Q3: 51,571 shares 51,571 $1.66M 0.01% -237 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,598 shares 19,598 $1.66M 0.01% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,925 shares; 2024Q4: 215,889 shares; 2025Q1: 124,668 shares; 2025Q2: 114,317 shares; 2025Q3: 102,948 shares 102,948 $1.66M 0.01% -11,369 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,381 shares; 2024Q4: 18,971 shares; 2025Q1: 18,019 shares; 2025Q2: 18,179 shares; 2025Q3: 18,637 shares 18,637 $1.65M 0.01% +458 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,685 shares; 2024Q4: 19,587 shares; 2025Q1: 18,540 shares; 2025Q2: 19,219 shares; 2025Q3: 19,846 shares 19,846 $1.65M 0.01% +627 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,117 shares; 2024Q4: 15,590 shares; 2025Q1: 15,574 shares; 2025Q2: 26,915 shares; 2025Q3: 16,664 shares 16,664 $1.64M 0.01% -10,251 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,322 shares; 2024Q4: 21,614 shares; 2025Q1: 24,305 shares; 2025Q2: 24,823 shares; 2025Q3: 33,252 shares 33,252 $1.64M 0.01% +8,429 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,376 shares; 2024Q4: 10,239 shares; 2025Q1: 8,579 shares; 2025Q2: 13,907 shares; 2025Q3: 17,553 shares 17,553 $1.64M 0.01% +3,646 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,124 shares; 2024Q4: 70,520 shares; 2025Q1: 74,292 shares; 2025Q2: 105,783 shares; 2025Q3: 64,379 shares 64,379 $1.64M 0.01% -41,404 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: 17,566 shares; 2024Q4: 16,837 shares; 2025Q1: 13,787 shares; 2025Q2: 13,673 shares; 2025Q3: 12,182 shares 12,182 $1.64M 0.01% -1,491 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: 6,221 shares; 2024Q4: 7,004 shares; 2025Q1: 9,182 shares; 2025Q2: 9,413 shares; 2025Q3: 9,000 shares 9,000 $1.63M 0.01% -413 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: 15,090 shares; 2024Q4: 15,927 shares; 2025Q1: 13,950 shares; 2025Q2: 10,099 shares; 2025Q3: 12,702 shares 12,702 $1.63M 0.01% +2,603 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,455 shares; 2024Q4: 28,803 shares; 2025Q1: 21,635 shares; 2025Q2: 21,887 shares; 2025Q3: 23,232 shares 23,232 $1.63M 0.01% +1,345 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: 139,496 shares; 2024Q4: 77,723 shares; 2025Q1: 89,123 shares; 2025Q2: 98,523 shares; 2025Q3: 103,527 shares 103,527 $1.63M 0.01% +5,004 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,311 shares; 2025Q3: 34,199 shares 34,199 $1.62M 0.01% +13,888 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: 11,151 shares; 2024Q4: 11,220 shares; 2025Q1: 10,773 shares; 2025Q2: 12,493 shares; 2025Q3: 11,597 shares 11,597 $1.62M 0.01% -896 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,127 shares; 2024Q4: 28,610 shares; 2025Q1: 31,310 shares; 2025Q2: 33,851 shares; 2025Q3: 35,293 shares 35,293 $1.62M 0.01% +1,442 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: 9,005 shares; 2024Q4: 9,032 shares; 2025Q1: 8,695 shares; 2025Q2: 9,235 shares; 2025Q3: 9,261 shares 9,261 $1.62M 0.01% +26 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,581 shares; 2024Q4: 6,367 shares; 2025Q1: 5,989 shares; 2025Q2: 5,552 shares; 2025Q3: 5,062 shares 5,062 $1.62M 0.01% -490 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: 17,709 shares; 2024Q4: 15,286 shares; 2025Q1: 17,877 shares; 2025Q2: 15,356 shares; 2025Q3: 19,242 shares 19,242 $1.61M 0.01% +3,886 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 12,407 shares; 2025Q1: 9,771 shares; 2025Q2: 9,906 shares; 2025Q3: 10,410 shares 10,410 $1.61M 0.01% +504 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: 2,190 shares; 2024Q4: 6,315 shares; 2025Q1: 7,753 shares; 2025Q2: 6,011 shares; 2025Q3: 6,987 shares 6,987 $1.61M 0.01% +976 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,924 shares; 2024Q4: 44,717 shares; 2025Q1: 26,195 shares; 2025Q2: 25,475 shares; 2025Q3: 26,874 shares 26,874 $1.61M 0.01% +1,399 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: 17,991 shares; 2024Q4: 17,491 shares; 2025Q1: 17,804 shares; 2025Q2: 16,223 shares; 2025Q3: 15,559 shares 15,559 $1.61M 0.01% -664 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,117 shares; 2024Q4: 39,895 shares; 2025Q1: 41,657 shares; 2025Q2: 55,637 shares; 2025Q3: 60,707 shares 60,707 $1.6M 0.01% +5,070 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,935 shares; 2024Q4: 16,418 shares; 2025Q1: 22,569 shares; 2025Q2: 12,615 shares; 2025Q3: 12,454 shares 12,454 $1.59M 0.01% -161 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,692 shares; 2024Q4: 6,076 shares; 2025Q1: 5,012 shares; 2025Q2: 5,434 shares; 2025Q3: 6,099 shares 6,099 $1.58M 0.01% +665 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,547 shares; 2024Q4: 129,642 shares; 2025Q1: 98,314 shares; 2025Q2: 106,324 shares; 2025Q3: 64,058 shares 64,058 $1.58M 0.01% -42,266 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: 7,508 shares; 2024Q4: 7,175 shares; 2025Q1: 8,981 shares; 2025Q2: 12,744 shares; 2025Q3: 14,228 shares 14,228 $1.58M 0.01% +1,484 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,834 shares; 2024Q4: 15,099 shares; 2025Q1: 13,967 shares; 2025Q2: 14,138 shares; 2025Q3: 14,652 shares 14,652 $1.57M 0.01% +514 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,391 shares; 2024Q4: 102,872 shares; 2025Q1: 48,387 shares; 2025Q2: 31,833 shares; 2025Q3: 32,829 shares 32,829 $1.56M 0.01% +996 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: 11,052 shares; 2024Q4: 12,529 shares; 2025Q1: 11,165 shares; 2025Q2: 9,091 shares; 2025Q3: 8,946 shares 8,946 $1.56M 0.01% -145 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: 57,437 shares; 2024Q4: 58,714 shares; 2025Q1: 100,353 shares; 2025Q2: 67,420 shares; 2025Q3: 237,445 shares 237,445 $1.56M 0.01% +170,025 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: 19,787 shares; 2024Q4: 21,882 shares; 2025Q1: 21,504 shares; 2025Q2: 19,258 shares; 2025Q3: 19,073 shares 19,073 $1.56M 0.01% -185 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 6,725 shares; 2025Q1: 5,782 shares; 2025Q2: 7,550 shares; 2025Q3: 11,635 shares 11,635 $1.56M 0.01% +4,085 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: 20,925 shares; 2024Q4: 17,228 shares; 2025Q1: 17,140 shares; 2025Q2: 17,499 shares; 2025Q3: 18,650 shares 18,650 $1.55M 0.01% +1,151 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,942 shares; 2024Q4: 25,266 shares; 2025Q1: 16,347 shares; 2025Q2: 17,422 shares; 2025Q3: 20,403 shares 20,403 $1.55M 0.01% +2,981 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,643 shares; 2024Q4: 26,602 shares; 2025Q1: 14,157 shares; 2025Q2: 13,464 shares; 2025Q3: 13,128 shares 13,128 $1.55M 0.01% -336 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,018 shares; 2025Q1: 81,137 shares; 2025Q2: 49,993 shares; 2025Q3: 55,596 shares 55,596 $1.54M 0.01% +5,603 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 3,703 shares; 2025Q1: 4,915 shares; 2025Q2: 4,858 shares; 2025Q3: 3,573 shares 3,573 $1.54M 0.01% -1,285 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,177 shares; 2025Q3: 59,792 shares 59,792 $1.54M 0.01% +19,615 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,787 shares; 2024Q4: 12,342 shares; 2025Q1: 11,050 shares; 2025Q2: 13,044 shares; 2025Q3: 12,684 shares 12,684 $1.54M 0.01% -360 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: 26,036 shares; 2024Q4: 26,749 shares; 2025Q1: 14,426 shares; 2025Q2: 10,580 shares; 2025Q3: 10,423 shares 10,423 $1.54M 0.01% -157 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: 34,515 shares; 2024Q4: 30,883 shares; 2025Q1: 26,814 shares; 2025Q2: 34,066 shares; 2025Q3: 37,234 shares 37,234 $1.53M 0.01% +3,168 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 12,094 shares; 2025Q1: 8,332 shares; 2025Q2: 10,947 shares; 2025Q3: 13,759 shares 13,759 $1.52M 0.01% +2,812 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,700 shares; 2024Q4: 15,666 shares; 2025Q1: 13,684 shares; 2025Q2: 13,484 shares; 2025Q3: 13,124 shares 13,124 $1.52M 0.01% -360 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: 16,036 shares; 2024Q4: 17,195 shares; 2025Q1: 14,536 shares; 2025Q2: 16,251 shares; 2025Q3: 21,437 shares 21,437 $1.52M 0.01% +5,186 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,301 shares; 2025Q3: 26,479 shares 26,479 $1.52M 0.01% +11,178 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: 5,672 shares; 2024Q4: 7,471 shares; 2025Q1: 5,710 shares; 2025Q2: 8,630 shares; 2025Q3: 7,855 shares 7,855 $1.52M 0.01% -775 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,794 shares; 2024Q4: 17,609 shares; 2025Q1: 16,431 shares; 2025Q2: 16,273 shares; 2025Q3: 16,043 shares 16,043 $1.51M 0.01% -230 Timeline HRTG HERITAGE INSURANCE HLDGS INC More: the full row for HERITAGE INSURANCE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,557 shares; 2025Q3: 59,942 shares 59,942 $1.51M 0.01% +5,385 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,220 shares; 2024Q4: 59,504 shares; 2025Q1: 57,393 shares; 2025Q2: 57,608 shares; 2025Q3: 57,362 shares 57,362 $1.51M 0.01% -246 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,810 shares; 2024Q4: 89,703 shares; 2025Q1: 90,230 shares; 2025Q2: 87,365 shares; 2025Q3: 50,564 shares 50,564 $1.5M 0.01% -36,801 Timeline PAMC 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: 10,829 shares; 2024Q4: 26,130 shares; 2025Q1: 29,796 shares; 2025Q2: 31,574 shares; 2025Q3: 31,844 shares 31,844 $1.5M 0.01% +270 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,279 shares 11,279 $1.5M 0.01% new 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: 21,501 shares; 2024Q4: 21,614 shares; 2025Q1: 14,992 shares; 2025Q2: 16,113 shares; 2025Q3: 14,402 shares 14,402 $1.49M 0.01% -1,711 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,936 shares; 2024Q4: 7,092 shares; 2025Q1: 3,882 shares; 2025Q2: 5,961 shares; 2025Q3: 15,454 shares 15,454 $1.49M 0.01% +9,493 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,932 shares; 2024Q4: 25,107 shares; 2025Q1: 16,606 shares; 2025Q2: 17,055 shares; 2025Q3: 17,884 shares 17,884 $1.48M 0.01% +829 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,423 shares; 2024Q4: 9,685 shares; 2025Q1: 9,386 shares; 2025Q2: 9,977 shares; 2025Q3: 11,007 shares 11,007 $1.48M 0.01% +1,030 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 5,803 shares; 2025Q1: 5,048 shares; 2025Q2: 5,133 shares; 2025Q3: 5,329 shares 5,329 $1.48M 0.01% +196 Timeline KBE 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: 5,586 shares; 2024Q4: 6,274 shares; 2025Q1: 11,677 shares; 2025Q2: 22,632 shares; 2025Q3: 24,820 shares 24,820 $1.47M 0.01% +2,188 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,649 shares; 2024Q4: 40,748 shares; 2025Q1: 41,361 shares; 2025Q2: 42,087 shares; 2025Q3: 47,738 shares 47,738 $1.47M 0.01% +5,651 Timeline PTRB 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: 40,076 shares; 2024Q4: 42,311 shares; 2025Q1: 34,339 shares; 2025Q2: 34,032 shares; 2025Q3: 34,913 shares 34,913 $1.47M 0.01% +881 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: 11,041 shares; 2024Q4: 16,468 shares; 2025Q1: 17,338 shares; 2025Q2: 12,774 shares; 2025Q3: 19,408 shares 19,408 $1.47M 0.01% +6,634 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,309 shares; 2025Q1: 732 shares; 2025Q2: 831 shares; 2025Q3: 822 shares 822 $1.47M 0.01% -9 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,813 shares; 2025Q1: 50,263 shares; 2025Q2: 44,502 shares; 2025Q3: 43,766 shares 43,766 $1.46M 0.01% -736 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: 23,611 shares; 2024Q4: 23,611 shares; 2025Q1: 23,611 shares; 2025Q2: 23,611 shares; 2025Q3: 23,611 shares 23,611 $1.46M 0.01% 0 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: 7,580 shares; 2025Q3: 10,630 shares 10,630 $1.45M 0.01% +3,050 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,129 shares; 2024Q4: 81,643 shares; 2025Q1: 80,062 shares; 2025Q2: 71,231 shares; 2025Q3: 71,997 shares 71,997 $1.45M 0.01% +766 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,530 shares; 2024Q4: 23,508 shares; 2025Q1: 16,858 shares; 2025Q2: 19,723 shares; 2025Q3: 29,048 shares 29,048 $1.45M 0.01% +9,325 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: 16,939 shares; 2024Q4: 18,874 shares; 2025Q1: 16,263 shares; 2025Q2: 17,446 shares; 2025Q3: 16,172 shares 16,172 $1.45M 0.01% -1,274 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: 14,644 shares; 2024Q4: 14,103 shares; 2025Q1: 9,993 shares; 2025Q2: 9,851 shares; 2025Q3: 14,130 shares 14,130 $1.45M 0.01% +4,279 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,076 shares; 2024Q4: 31,205 shares; 2025Q1: 26,195 shares; 2025Q2: 25,415 shares; 2025Q3: 23,090 shares 23,090 $1.45M 0.01% -2,325 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: 21,056 shares; 2024Q4: 27,330 shares; 2025Q1: 14,812 shares; 2025Q2: 21,250 shares; 2025Q3: 17,024 shares 17,024 $1.44M 0.01% -4,226 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: 6,800 shares; 2024Q4: 5,807 shares; 2025Q1: 5,996 shares; 2025Q2: 5,481 shares; 2025Q3: 5,501 shares 5,501 $1.44M 0.01% +20 Timeline BUFG 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: 59,119 shares; 2024Q4: 59,059 shares; 2025Q1: 56,521 shares; 2025Q2: 56,521 shares; 2025Q3: 53,532 shares 53,532 $1.44M 0.01% -2,989 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: 32,117 shares; 2024Q4: 38,400 shares; 2025Q1: 36,566 shares; 2025Q2: 35,142 shares; 2025Q3: 35,855 shares 35,855 $1.44M 0.01% +713 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,667 shares; 2024Q4: 13,878 shares; 2025Q1: 13,327 shares; 2025Q2: 14,245 shares; 2025Q3: 12,998 shares 12,998 $1.44M 0.01% -1,247 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,619 shares; 2024Q4: 30,596 shares; 2025Q1: 38,866 shares; 2025Q2: 24,956 shares; 2025Q3: 25,027 shares 25,027 $1.44M 0.01% +71 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,371 shares; 2025Q1: 15,652 shares; 2025Q2: 25,051 shares; 2025Q3: 26,451 shares 26,451 $1.43M 0.01% +1,400 Timeline 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: 55,869 shares; 2025Q2: 61,914 shares; 2025Q3: 63,778 shares 63,778 $1.43M 0.01% +1,864 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,209 shares; 2024Q4: 24,801 shares; 2025Q1: 20,540 shares; 2025Q2: 21,508 shares; 2025Q3: 35,399 shares 35,399 $1.43M 0.01% +13,891 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: 8,288 shares; 2024Q4: 7,260 shares; 2025Q1: 16,017 shares; 2025Q2: 20,036 shares; 2025Q3: 33,909 shares 33,909 $1.43M 0.01% +13,873 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: 38,917 shares; 2024Q4: 40,872 shares; 2025Q1: 37,684 shares; 2025Q2: 36,700 shares; 2025Q3: 36,839 shares 36,839 $1.43M 0.01% +139 Timeline VRAI ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,482 shares; 2024Q4: 15,904 shares; 2025Q1: 24,639 shares; 2025Q2: 40,788 shares; 2025Q3: 59,497 shares 59,497 $1.43M 0.01% +18,709 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,001 shares; 2024Q4: 61,100 shares; 2025Q1: 64,054 shares; 2025Q2: 65,245 shares; 2025Q3: 74,564 shares 74,564 $1.43M 0.01% +9,319 Timeline IBTM 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: 37,303 shares; 2025Q3: 61,577 shares 61,577 $1.42M 0.01% +24,274 Timeline MMIN 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: 65,399 shares; 2024Q4: 62,340 shares; 2025Q1: 62,759 shares; 2025Q2: 64,587 shares; 2025Q3: 59,798 shares 59,798 $1.42M 0.01% -4,789 Timeline BUFT 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: 46,562 shares; 2024Q4: 48,789 shares; 2025Q1: 62,390 shares; 2025Q2: 61,922 shares; 2025Q3: 58,933 shares 58,933 $1.42M 0.01% -2,989 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,454 shares; 2024Q4: 156,670 shares; 2025Q1: 59,205 shares; 2025Q2: 52,987 shares; 2025Q3: 52,425 shares 52,425 $1.42M 0.01% -562 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,450 shares; 2025Q3: 12,349 shares 12,349 $1.42M 0.01% -3,101 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,185 shares; 2024Q4: 13,482 shares; 2025Q1: 12,475 shares; 2025Q2: 15,053 shares; 2025Q3: 14,179 shares 14,179 $1.42M 0.01% -874 Timeline LEMB 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: 46,887 shares; 2024Q4: 47,077 shares; 2025Q1: 47,309 shares; 2025Q2: 50,501 shares; 2025Q3: 34,420 shares 34,420 $1.42M 0.01% -16,081 Timeline OWNB BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,443 shares 42,443 $1.42M 0.01% new Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,158 shares; 2025Q1: 932 shares; 2025Q2: 937 shares; 2025Q3: 1,148 shares 1,148 $1.42M 0.01% +211 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: 58,107 shares; 2024Q4: 56,916 shares; 2025Q1: 53,723 shares; 2025Q2: 54,467 shares; 2025Q3: 46,737 shares 46,737 $1.41M 0.01% -7,730 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,822 shares; 2024Q4: 62,813 shares; 2025Q1: 56,484 shares; 2025Q2: 49,795 shares; 2025Q3: 28,001 shares 28,001 $1.41M 0.01% -21,794 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,909 shares; 2024Q4: 16,367 shares; 2025Q1: 15,037 shares; 2025Q2: 14,069 shares; 2025Q3: 14,311 shares 14,311 $1.41M 0.01% +242 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: 20,752 shares; 2024Q4: 28,121 shares; 2025Q1: 13,189 shares; 2025Q2: 20,060 shares; 2025Q3: 21,794 shares 21,794 $1.41M 0.01% +1,734 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 12,587 shares; 2025Q1: 12,504 shares; 2025Q2: 12,426 shares; 2025Q3: 10,986 shares 10,986 $1.41M 0.01% -1,440 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,078 shares; 2025Q1: 2,787 shares; 2025Q2: 2,945 shares; 2025Q3: 3,146 shares 3,146 $1.41M 0.01% +201 Timeline IBEX IBEX LTD More: the full row for IBEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,870 shares; 2025Q1: 62,777 shares; 2025Q2: 51,904 shares; 2025Q3: 34,650 shares 34,650 $1.4M 0.01% -17,254 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: 23,879 shares; 2024Q4: 25,139 shares; 2025Q1: 23,946 shares; 2025Q2: 23,666 shares; 2025Q3: 23,568 shares 23,568 $1.4M 0.01% -98 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: 310,067 shares; 2024Q4: 302,919 shares; 2025Q1: 222,594 shares; 2025Q2: 34,603 shares; 2025Q3: 26,870 shares 26,870 $1.4M 0.01% -7,733 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,137 shares; 2024Q4: 11,296 shares; 2025Q1: 7,296 shares; 2025Q2: 7,426 shares; 2025Q3: 6,959 shares 6,959 $1.39M 0.01% -467 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: 8,555 shares; 2024Q4: 9,279 shares; 2025Q1: 6,186 shares; 2025Q2: 14,208 shares; 2025Q3: 13,891 shares 13,891 $1.39M 0.01% -317 Timeline INCM 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: 16,036 shares; 2025Q1: 39,605 shares; 2025Q2: 44,743 shares; 2025Q3: 50,167 shares 50,167 $1.39M 0.01% +5,424 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 4,135 shares; 2025Q1: 3,622 shares; 2025Q2: 3,757 shares; 2025Q3: 4,023 shares 4,023 $1.39M 0.01% +266 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,961 shares; 2024Q4: 85,676 shares; 2025Q1: 53,861 shares; 2025Q2: 34,541 shares; 2025Q3: 28,440 shares 28,440 $1.39M 0.01% -6,101 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,206 shares; 2024Q4: 11,168 shares; 2025Q1: 9,846 shares; 2025Q2: 9,975 shares; 2025Q3: 12,984 shares 12,984 $1.38M 0.01% +3,009 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,615 shares; 2024Q4: 34,650 shares; 2025Q1: 34,800 shares; 2025Q2: 36,650 shares; 2025Q3: 33,900 shares 33,900 $1.38M 0.01% -2,750 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,434 shares 27,434 $1.38M 0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 5,900 shares; 2025Q1: 5,774 shares; 2025Q2: 5,836 shares; 2025Q3: 6,815 shares 6,815 $1.38M 0.01% +979 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: 7,265 shares; 2024Q4: 6,668 shares; 2025Q1: 5,551 shares; 2025Q2: 5,364 shares; 2025Q3: 5,015 shares 5,015 $1.37M 0.01% -349 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,768 shares; 2024Q4: 20,209 shares; 2025Q1: 18,918 shares; 2025Q2: 18,539 shares; 2025Q3: 19,747 shares 19,747 $1.37M 0.01% +1,208 Timeline IYK 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: 11,249 shares; 2024Q4: 9,154 shares; 2025Q1: 12,424 shares; 2025Q2: 16,754 shares; 2025Q3: 20,058 shares 20,058 $1.37M 0.01% +3,304 Timeline IHDG 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: 34,336 shares; 2024Q4: 23,596 shares; 2025Q1: 34,092 shares; 2025Q2: 29,896 shares; 2025Q3: 29,752 shares 29,752 $1.37M 0.01% -144 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,116 shares; 2024Q4: 43,991 shares; 2025Q1: 32,586 shares; 2025Q2: 29,858 shares; 2025Q3: 36,175 shares 36,175 $1.36M 0.01% +6,317 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: 10,443 shares; 2024Q4: 11,094 shares; 2025Q1: 10,112 shares; 2025Q2: 10,927 shares; 2025Q3: 7,057 shares 7,057 $1.36M 0.01% -3,870 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 7,894 shares; 2025Q1: 7,542 shares; 2025Q2: 7,738 shares; 2025Q3: 7,186 shares 7,186 $1.36M 0.01% -552 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,386 shares; 2025Q3: 17,289 shares 17,289 $1.36M 0.01% +903 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,786 shares; 2024Q4: 27,486 shares; 2025Q1: 30,005 shares; 2025Q2: 56,958 shares; 2025Q3: 54,634 shares 54,634 $1.35M 0.01% -2,324 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,526 shares; 2024Q4: 39,327 shares; 2025Q1: 40,530 shares; 2025Q2: 34,629 shares; 2025Q3: 35,913 shares 35,913 $1.35M 0.01% +1,284 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: 12,371 shares; 2024Q4: 15,834 shares; 2025Q1: 13,591 shares; 2025Q2: 14,776 shares; 2025Q3: 13,439 shares 13,439 $1.35M 0.01% -1,337 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: 71,788 shares; 2024Q4: 56,537 shares; 2025Q1: 52,287 shares; 2025Q2: 52,304 shares; 2025Q3: 54,608 shares 54,608 $1.34M 0.01% +2,304 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,415 shares; 2025Q1: 2,542 shares; 2025Q2: 4,610 shares; 2025Q3: 5,710 shares 5,710 $1.34M 0.01% +1,100 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 6,044 shares; 2025Q1: 7,412 shares; 2025Q2: 10,442 shares; 2025Q3: 12,215 shares 12,215 $1.34M 0.01% +1,773 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,481 shares; 2024Q4: 29,847 shares; 2025Q1: 28,518 shares; 2025Q2: 27,367 shares; 2025Q3: 27,165 shares 27,165 $1.34M 0.01% -202 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,789 shares; 2024Q4: 42,198 shares; 2025Q1: 7,644 shares; 2025Q2: 7,177 shares; 2025Q3: 6,780 shares 6,780 $1.33M 0.01% -397 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,487 shares; 2024Q4: 44,099 shares; 2025Q1: 43,329 shares; 2025Q2: 51,742 shares; 2025Q3: 31,267 shares 31,267 $1.32M 0.01% -20,475 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,115 shares 20,115 $1.32M 0.01% new Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,139 shares; 2024Q4: 46,904 shares; 2025Q1: 47,407 shares; 2025Q2: 47,710 shares; 2025Q3: 48,667 shares 48,667 $1.32M 0.01% +957 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,958 shares; 2024Q4: 83,065 shares; 2025Q1: 80,925 shares; 2025Q2: 61,846 shares; 2025Q3: 63,137 shares 63,137 $1.32M 0.01% +1,291 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,847 shares; 2024Q4: 286,078 shares; 2025Q1: 220,515 shares; 2025Q2: 318,923 shares; 2025Q3: 196,490 shares 196,490 $1.32M 0.01% -122,433 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: 107,084 shares; 2024Q4: 97,933 shares; 2025Q1: 107,128 shares; 2025Q2: 102,234 shares; 2025Q3: 103,667 shares 103,667 $1.31M 0.01% +1,433 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 3,346 shares; 2025Q1: 2,744 shares; 2025Q2: not reported; 2025Q3: 13,033 shares 13,033 $1.31M 0.01% new Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,556 shares; 2024Q4: 77,810 shares; 2025Q1: 58,528 shares; 2025Q2: 58,778 shares; 2025Q3: 45,027 shares 45,027 $1.3M 0.01% -13,751 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,161 shares 51,161 $1.3M 0.01% new Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,349 shares; 2025Q3: 69,004 shares 69,004 $1.3M 0.01% +7,655 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 2,456 shares; 2025Q1: 2,573 shares; 2025Q2: 2,580 shares; 2025Q3: 4,175 shares 4,175 $1.3M 0.01% +1,595 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 9,659 shares; 2025Q1: 9,802 shares; 2025Q2: not reported; 2025Q3: 39,915 shares 39,915 $1.29M 0.01% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,333 shares; 2024Q4: 5,045 shares; 2025Q1: 2,990 shares; 2025Q2: 6,376 shares; 2025Q3: 23,840 shares 23,840 $1.29M 0.01% +17,464 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,204 shares; 2024Q4: 77,914 shares; 2025Q1: 49,660 shares; 2025Q2: 47,684 shares; 2025Q3: 30,869 shares 30,869 $1.29M 0.01% -16,815 Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 25,422 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,904 shares 128,904 $1.29M 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,841 shares; 2024Q4: 22,001 shares; 2025Q1: 22,123 shares; 2025Q2: 20,935 shares; 2025Q3: 19,958 shares 19,958 $1.28M 0.01% -977 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,033 shares; 2024Q4: 41,812 shares; 2025Q1: 31,340 shares; 2025Q2: 27,776 shares; 2025Q3: 26,927 shares 26,927 $1.28M 0.01% -849 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: 39,261 shares; 2024Q4: 71,444 shares; 2025Q1: 36,925 shares; 2025Q2: 16,117 shares; 2025Q3: 30,911 shares 30,911 $1.28M 0.01% +14,794 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,835 shares; 2024Q4: 18,061 shares; 2025Q1: 17,587 shares; 2025Q2: 17,597 shares; 2025Q3: 18,878 shares 18,878 $1.27M 0.01% +1,281 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,416 shares; 2024Q4: 9,091 shares; 2025Q1: 7,947 shares; 2025Q2: 7,729 shares; 2025Q3: 7,209 shares 7,209 $1.27M 0.01% -520 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,213 shares; 2024Q4: 29,142 shares; 2025Q1: 40,265 shares; 2025Q2: 39,019 shares; 2025Q3: 43,207 shares 43,207 $1.27M 0.01% +4,188 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY 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: 1,677 shares; 2025Q2: 2,512 shares; 2025Q3: 2,977 shares 2,977 $1.27M 0.01% +465 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,333 shares; 2025Q1: 4,546 shares; 2025Q2: 5,586 shares; 2025Q3: 5,917 shares 5,917 $1.26M 0.01% +331 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,491 shares; 2024Q4: 31,405 shares; 2025Q1: 18,551 shares; 2025Q2: 18,111 shares; 2025Q3: 19,246 shares 19,246 $1.26M 0.01% +1,135 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,753 shares; 2024Q4: 7,549 shares; 2025Q1: 5,612 shares; 2025Q2: 7,198 shares; 2025Q3: 20,459 shares 20,459 $1.26M 0.01% +13,261 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,174 shares; 2024Q4: 14,731 shares; 2025Q1: 12,747 shares; 2025Q2: 13,544 shares; 2025Q3: 13,811 shares 13,811 $1.26M 0.01% +267 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 23,244 shares; 2025Q1: 31,847 shares; 2025Q2: 26,958 shares; 2025Q3: 27,122 shares 27,122 $1.25M 0.01% +164 Timeline INVX INNOVEX INTERNATIONAL INC More: the full row for INNOVEX INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,138 shares; 2024Q4: 47,146 shares; 2025Q1: 83,301 shares; 2025Q2: 71,001 shares; 2025Q3: 67,571 shares 67,571 $1.25M 0.01% -3,430 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,636 shares; 2024Q4: 63,215 shares; 2025Q1: 61,155 shares; 2025Q2: 62,655 shares; 2025Q3: 62,190 shares 62,190 $1.25M 0.01% -465 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,342 shares; 2024Q4: 9,690 shares; 2025Q1: 9,211 shares; 2025Q2: 13,214 shares; 2025Q3: 14,774 shares 14,774 $1.25M 0.01% +1,560 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,028 shares; 2024Q4: 44,760 shares; 2025Q1: 45,522 shares; 2025Q2: 44,729 shares; 2025Q3: 156,330 shares 156,330 $1.25M 0.01% +111,601 Timeline PINK 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: 38,802 shares; 2024Q4: 47,434 shares; 2025Q1: 38,989 shares; 2025Q2: 38,941 shares; 2025Q3: 39,002 shares 39,002 $1.24M 0.01% +61 Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,933 shares; 2024Q4: 66,683 shares; 2025Q1: 64,015 shares; 2025Q2: 64,015 shares; 2025Q3: 64,015 shares 64,015 $1.24M 0.01% 0 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: 12,136 shares; 2025Q3: 25,166 shares 25,166 $1.23M 0.01% +13,030 Timeline MBSD 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: 70,290 shares; 2024Q4: 71,923 shares; 2025Q1: 39,997 shares; 2025Q2: 43,943 shares; 2025Q3: 59,141 shares 59,141 $1.23M 0.01% +15,198 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 47,220 shares; 2025Q1: 38,242 shares; 2025Q2: 38,288 shares; 2025Q3: 38,192 shares 38,192 $1.23M 0.01% -96 Timeline DFSV 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: 6,793 shares; 2024Q4: 7,083 shares; 2025Q1: 20,110 shares; 2025Q2: 18,495 shares; 2025Q3: 38,583 shares 38,583 $1.23M 0.01% +20,088 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,527 shares; 2024Q4: 48,974 shares; 2025Q1: 46,346 shares; 2025Q2: 49,047 shares; 2025Q3: 53,512 shares 53,512 $1.23M 0.01% +4,465 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,976 shares; 2024Q4: 18,928 shares; 2025Q1: 20,685 shares; 2025Q2: 41,835 shares; 2025Q3: 35,011 shares 35,011 $1.23M 0.01% -6,824 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,898 shares; 2024Q4: 22,407 shares; 2025Q1: 22,963 shares; 2025Q2: 23,525 shares; 2025Q3: 25,704 shares 25,704 $1.22M 0.01% +2,179 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,765 shares; 2024Q4: 56,462 shares; 2025Q1: 59,084 shares; 2025Q2: 60,551 shares; 2025Q3: 61,711 shares 61,711 $1.22M 0.01% +1,160 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: 73,481 shares; 2024Q4: 57,791 shares; 2025Q1: 46,757 shares; 2025Q2: 45,381 shares; 2025Q3: 46,837 shares 46,837 $1.22M 0.01% +1,456 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,924 shares; 2025Q1: 5,357 shares; 2025Q2: 5,651 shares; 2025Q3: 5,883 shares 5,883 $1.22M 0.01% +232 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,052 shares; 2024Q4: 8,665 shares; 2025Q1: not reported; 2025Q2: 27,402 shares; 2025Q3: 50,573 shares 50,573 $1.21M 0.01% +23,171 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,668 shares; 2024Q4: 85,753 shares; 2025Q1: 85,882 shares; 2025Q2: 75,683 shares; 2025Q3: 76,311 shares 76,311 $1.21M 0.01% +628 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,913 shares; 2024Q4: 42,474 shares; 2025Q1: 35,787 shares; 2025Q2: 65,859 shares; 2025Q3: 41,633 shares 41,633 $1.21M 0.01% -24,226 Timeline DFAC 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: 8,956 shares; 2024Q4: 32,962 shares; 2025Q1: 32,962 shares; 2025Q2: 31,837 shares; 2025Q3: 31,410 shares 31,410 $1.21M 0.01% -427 Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,396 shares; 2025Q2: 32,830 shares; 2025Q3: 37,459 shares 37,459 $1.21M 0.01% +4,629 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 10,605 shares; 2025Q1: 9,998 shares; 2025Q2: 10,513 shares; 2025Q3: 14,577 shares 14,577 $1.21M 0.01% +4,064 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: 18,296 shares; 2024Q4: 18,299 shares; 2025Q1: 18,436 shares; 2025Q2: 18,898 shares; 2025Q3: 18,980 shares 18,980 $1.21M 0.01% +82 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,101 shares; 2024Q4: 17,407 shares; 2025Q1: 15,323 shares; 2025Q2: 9,369 shares; 2025Q3: 11,302 shares 11,302 $1.21M 0.01% +1,933 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,824 shares; 2024Q4: 33,709 shares; 2025Q1: 34,882 shares; 2025Q2: 35,825 shares; 2025Q3: 39,173 shares 39,173 $1.21M 0.01% +3,348 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,655 shares; 2024Q4: 7,233 shares; 2025Q1: 7,906 shares; 2025Q2: 8,623 shares; 2025Q3: 9,836 shares 9,836 $1.21M 0.01% +1,213 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,735 shares; 2025Q3: 48,542 shares 48,542 $1.2M 0.01% +17,807 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,563 shares; 2024Q4: 16,062 shares; 2025Q1: 13,815 shares; 2025Q2: 14,939 shares; 2025Q3: 15,030 shares 15,030 $1.2M 0.01% +91 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 4,205 shares; 2025Q1: 3,689 shares; 2025Q2: 5,114 shares; 2025Q3: 5,854 shares 5,854 $1.2M 0.01% +740 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,600 shares; 2024Q4: 154,898 shares; 2025Q1: 127,147 shares; 2025Q2: 104,186 shares; 2025Q3: 61,239 shares 61,239 $1.2M 0.01% -42,947 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,139 shares 51,139 $1.19M 0.01% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 7,347 shares; 2025Q1: 7,223 shares; 2025Q2: 7,293 shares; 2025Q3: 7,511 shares 7,511 $1.19M 0.01% +218 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3,782 shares; 2025Q1: 3,557 shares; 2025Q2: 3,329 shares; 2025Q3: 3,040 shares 3,040 $1.19M 0.01% -289 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,493 shares; 2024Q4: 3,858 shares; 2025Q1: 4,231 shares; 2025Q2: 4,593 shares; 2025Q3: 4,588 shares 4,588 $1.19M 0.01% -5 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,908 shares; 2024Q4: 2,088 shares; 2025Q1: 7,194 shares; 2025Q2: 8,183 shares; 2025Q3: 9,183 shares 9,183 $1.18M 0.01% +1,000 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: 9,373 shares; 2024Q4: 9,698 shares; 2025Q1: 4,466 shares; 2025Q2: 11,929 shares; 2025Q3: 15,887 shares 15,887 $1.18M 0.01% +3,958 Timeline EEMV 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: 26,097 shares; 2024Q4: 21,429 shares; 2025Q1: 18,588 shares; 2025Q2: 18,077 shares; 2025Q3: 18,491 shares 18,491 $1.18M 0.01% +414 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,692 shares; 2025Q3: 33,229 shares 33,229 $1.18M 0.01% +537 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,636 shares; 2025Q3: 11,645 shares 11,645 $1.17M 0.01% +2,009 Timeline XBI 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: 15,166 shares; 2024Q4: 15,172 shares; 2025Q1: 14,327 shares; 2025Q2: 13,090 shares; 2025Q3: 11,713 shares 11,713 $1.17M 0.01% -1,377 Timeline FDIS 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: 20,561 shares; 2024Q4: 20,279 shares; 2025Q1: 19,348 shares; 2025Q2: 11,618 shares; 2025Q3: 11,406 shares 11,406 $1.17M 0.01% -212 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,262 shares; 2024Q4: 21,651 shares; 2025Q1: 56,993 shares; 2025Q2: 35,851 shares; 2025Q3: 27,754 shares 27,754 $1.17M 0.01% -8,097 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,458 shares; 2024Q4: 27,330 shares; 2025Q1: 25,101 shares; 2025Q2: 61,650 shares; 2025Q3: 55,678 shares 55,678 $1.17M 0.01% -5,972 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,697 shares; 2024Q4: 173,244 shares; 2025Q1: 192,495 shares; 2025Q2: 196,756 shares; 2025Q3: 159,273 shares 159,273 $1.17M 0.01% -37,483 Timeline GOAU 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: 29,045 shares 29,045 $1.17M 0.01% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,040 shares; 2024Q4: 59,447 shares; 2025Q1: 44,419 shares; 2025Q2: 31,610 shares; 2025Q3: 59,161 shares 59,161 $1.17M 0.01% +27,551 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,770 shares; 2025Q2: 34,039 shares; 2025Q3: 48,404 shares 48,404 $1.16M 0.01% +14,365 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,499 shares; 2025Q1: 3,957 shares; 2025Q2: 4,298 shares; 2025Q3: 4,162 shares 4,162 $1.16M 0.01% -136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,287 shares; 2025Q3: 4,661 shares 4,661 $1.16M 0.01% -1,626 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,241 shares; 2024Q4: 21,929 shares; 2025Q1: 22,552 shares; 2025Q2: 22,414 shares; 2025Q3: 22,544 shares 22,544 $1.16M 0.01% +130 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,690 shares; 2025Q1: 3,310 shares; 2025Q2: 3,245 shares; 2025Q3: 3,443 shares 3,443 $1.16M 0.01% +198 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,776 shares; 2024Q4: 49,256 shares; 2025Q1: 48,123 shares; 2025Q2: 36,933 shares; 2025Q3: 32,782 shares 32,782 $1.16M 0.01% -4,151 Timeline QQQP INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,806 shares 6,806 $1.16M 0.01% new Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,172 shares; 2024Q4: 8,172 shares; 2025Q1: 8,186 shares; 2025Q2: 10,087 shares; 2025Q3: 10,327 shares 10,327 $1.16M 0.01% +240 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,131 shares; 2024Q4: 20,358 shares; 2025Q1: 18,171 shares; 2025Q2: 18,628 shares; 2025Q3: 18,488 shares 18,488 $1.16M 0.01% -140 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: 11,551 shares; 2024Q4: 10,138 shares; 2025Q1: 11,662 shares; 2025Q2: 12,781 shares; 2025Q3: 31,446 shares 31,446 $1.15M 0.01% +18,665 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,093 shares; 2025Q3: 20,155 shares 20,155 $1.14M 0.01% +15,062 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: 6,159 shares; 2024Q4: 6,293 shares; 2025Q1: 9,711 shares; 2025Q2: 11,522 shares; 2025Q3: 4,160 shares 4,160 $1.14M 0.01% -7,362 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: 9,817 shares; 2024Q4: 20,038 shares; 2025Q1: 18,943 shares; 2025Q2: 15,653 shares; 2025Q3: 15,695 shares 15,695 $1.14M 0.01% +42 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,551 shares; 2024Q4: 17,218 shares; 2025Q1: 16,753 shares; 2025Q2: 16,345 shares; 2025Q3: 14,018 shares 14,018 $1.14M 0.01% -2,327 Timeline SMMU 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: 22,533 shares; 2024Q4: 22,533 shares; 2025Q1: 22,533 shares; 2025Q2: 27,060 shares; 2025Q3: 22,533 shares 22,533 $1.14M 0.01% -4,527 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,731 shares; 2025Q1: 6,496 shares; 2025Q2: 6,177 shares; 2025Q3: 4,327 shares 4,327 $1.14M 0.01% -1,850 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: 7,649 shares; 2024Q4: 8,191 shares; 2025Q1: 3,956 shares; 2025Q2: 6,612 shares; 2025Q3: 8,062 shares 8,062 $1.13M 0.01% +1,450 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 4,002 shares; 2025Q1: 1,998 shares; 2025Q2: 3,581 shares; 2025Q3: 4,456 shares 4,456 $1.13M 0.01% +875 Timeline LALT 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: 41,618 shares; 2024Q4: 39,028 shares; 2025Q1: 49,497 shares; 2025Q2: 48,375 shares; 2025Q3: 49,543 shares 49,543 $1.13M 0.01% +1,168 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: 5,011 shares; 2024Q4: 4,186 shares; 2025Q1: 4,270 shares; 2025Q2: 4,247 shares; 2025Q3: 6,117 shares 6,117 $1.13M 0.01% +1,870 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,821 shares; 2024Q4: 47,532 shares; 2025Q1: 24,203 shares; 2025Q2: 29,755 shares; 2025Q3: 28,896 shares 28,896 $1.13M 0.01% -859 Timeline TMFE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,493 shares; 2025Q3: 38,474 shares 38,474 $1.12M 0.01% -15,019 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 24,867 shares; 2025Q2: 31,902 shares; 2025Q3: 37,581 shares 37,581 $1.12M 0.01% +5,679 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: 9,051 shares; 2025Q1: 8,535 shares; 2025Q2: 9,040 shares; 2025Q3: 8,925 shares 8,925 $1.12M 0.01% -115 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,365 shares; 2024Q4: 59,003 shares; 2025Q1: 100,162 shares; 2025Q2: 105,085 shares; 2025Q3: 48,356 shares 48,356 $1.12M 0.01% -56,729 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,336 shares; 2025Q3: 33,133 shares 33,133 $1.11M 0.01% +14,797 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,794 shares; 2024Q4: 12,668 shares; 2025Q1: 12,574 shares; 2025Q2: 13,162 shares; 2025Q3: 13,121 shares 13,121 $1.11M 0.01% -41 Timeline GAUG 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: 22,166 shares; 2024Q4: 22,166 shares; 2025Q1: 22,166 shares; 2025Q2: 22,166 shares; 2025Q3: 28,800 shares 28,800 $1.11M 0.01% +6,634 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,494 shares; 2024Q4: 4,712 shares; 2025Q1: 4,286 shares; 2025Q2: 4,635 shares; 2025Q3: 4,690 shares 4,690 $1.11M 0.01% +55 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,949 shares; 2024Q4: 15,794 shares; 2025Q1: 19,856 shares; 2025Q2: 19,233 shares; 2025Q3: 17,531 shares 17,531 $1.11M 0.01% -1,702 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: 4,120 shares; 2024Q4: 4,964 shares; 2025Q1: 1,325 shares; 2025Q2: 1,737 shares; 2025Q3: 2,146 shares 2,146 $1.1M 0.01% +409 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,352 shares; 2024Q4: 35,775 shares; 2025Q1: 35,972 shares; 2025Q2: 36,783 shares; 2025Q3: 34,024 shares 34,024 $1.1M 0.01% -2,759 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,158 shares; 2024Q4: 19,336 shares; 2025Q1: 17,129 shares; 2025Q2: 18,463 shares; 2025Q3: 18,377 shares 18,377 $1.09M 0.01% -86 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,788 shares; 2024Q4: 32,076 shares; 2025Q1: 34,418 shares; 2025Q2: 35,499 shares; 2025Q3: 34,997 shares 34,997 $1.09M 0.01% -502 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,401 shares; 2024Q4: 19,547 shares; 2025Q1: 23,333 shares; 2025Q2: 22,786 shares; 2025Q3: 22,786 shares 22,786 $1.09M 0.01% 0 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: 16,396 shares; 2024Q4: 10,731 shares; 2025Q1: 10,116 shares; 2025Q2: 11,307 shares; 2025Q3: 8,713 shares 8,713 $1.09M 0.01% -2,594 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,246 shares; 2024Q4: 19,472 shares; 2025Q1: 8,461 shares; 2025Q2: 9,364 shares; 2025Q3: 11,775 shares 11,775 $1.09M 0.01% +2,411 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,671 shares; 2024Q4: 15,551 shares; 2025Q1: 14,464 shares; 2025Q2: 13,100 shares; 2025Q3: 11,673 shares 11,673 $1.09M 0.01% -1,427 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,509 shares; 2024Q4: 14,259 shares; 2025Q1: not reported; 2025Q2: 10,430 shares; 2025Q3: 13,009 shares 13,009 $1.09M 0.01% +2,579 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,064 shares; 2024Q4: 15,579 shares; 2025Q1: 16,046 shares; 2025Q2: 15,210 shares; 2025Q3: 15,543 shares 15,543 $1.08M 0.01% +333 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: 82,104 shares; 2024Q4: 50,548 shares; 2025Q1: 47,128 shares; 2025Q2: 30,566 shares; 2025Q3: 29,621 shares 29,621 $1.08M 0.01% -945 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,811 shares; 2024Q4: 176,932 shares; 2025Q1: 32,843 shares; 2025Q2: 35,855 shares; 2025Q3: 35,855 shares 35,855 $1.06M 0.01% 0 Timeline FICS 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: 8,266 shares; 2025Q1: 16,887 shares; 2025Q2: 23,796 shares; 2025Q3: 27,770 shares 27,770 $1.06M 0.01% +3,974 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,073 shares; 2024Q4: 6,750 shares; 2025Q1: 6,919 shares; 2025Q2: 6,911 shares; 2025Q3: 6,911 shares 6,911 $1.06M 0.01% 0 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,394 shares; 2024Q4: 112,713 shares; 2025Q1: 108,109 shares; 2025Q2: 95,871 shares; 2025Q3: 97,456 shares 97,456 $1.06M 0.01% +1,585 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: 28,558 shares; 2024Q4: 20,741 shares; 2025Q1: 22,212 shares; 2025Q2: 23,978 shares; 2025Q3: 21,359 shares 21,359 $1.05M 0.01% -2,619 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,764 shares; 2024Q4: 47,435 shares; 2025Q1: 44,986 shares; 2025Q2: 44,790 shares; 2025Q3: 9,265 shares 9,265 $1.05M 0.01% -35,525 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,660 shares; 2024Q4: 10,506 shares; 2025Q1: 9,877 shares; 2025Q2: 8,539 shares; 2025Q3: 8,481 shares 8,481 $1.05M 0.01% -58 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 23,782 shares; 2025Q1: 16,747 shares; 2025Q2: 22,219 shares; 2025Q3: 25,497 shares 25,497 $1.05M 0.01% +3,278 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,778 shares; 2025Q1: 34,537 shares; 2025Q2: 36,218 shares; 2025Q3: 41,050 shares 41,050 $1.05M 0.01% +4,832 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,854 shares; 2024Q4: 14,541 shares; 2025Q1: 14,925 shares; 2025Q2: 12,903 shares; 2025Q3: 12,903 shares 12,903 $1.05M 0.01% 0 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,140 shares; 2024Q4: 64,132 shares; 2025Q1: 63,768 shares; 2025Q2: 68,567 shares; 2025Q3: 73,858 shares 73,858 $1.05M 0.01% +5,291 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,337 shares; 2024Q4: 61,413 shares; 2025Q1: 69,882 shares; 2025Q2: 41,471 shares; 2025Q3: 54,961 shares 54,961 $1.05M 0.01% +13,490 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,848 shares; 2024Q4: 13,478 shares; 2025Q1: 12,885 shares; 2025Q2: 13,431 shares; 2025Q3: 13,869 shares 13,869 $1.05M 0.01% +438 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,243 shares; 2024Q4: 69,967 shares; 2025Q1: 70,575 shares; 2025Q2: 72,148 shares; 2025Q3: 72,275 shares 72,275 $1.04M 0.01% +127 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,703 shares; 2024Q4: 160,758 shares; 2025Q1: 139,571 shares; 2025Q2: 85,025 shares; 2025Q3: 104,563 shares 104,563 $1.04M 0.01% +19,538 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,426 shares; 2025Q2: 40,268 shares; 2025Q3: 55,017 shares 55,017 $1.04M 0.01% +14,749 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,248 shares; 2024Q4: 18,846 shares; 2025Q1: 18,228 shares; 2025Q2: 17,773 shares; 2025Q3: 18,344 shares 18,344 $1.04M 0.01% +571 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: 25,592 shares; 2024Q4: 13,987 shares; 2025Q1: 43,244 shares; 2025Q2: 46,411 shares; 2025Q3: 61,162 shares 61,162 $1.04M 0.01% +14,751 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,094 shares; 2024Q4: 4,073 shares; 2025Q1: 3,733 shares; 2025Q2: 3,731 shares; 2025Q3: 4,007 shares 4,007 $1.04M 0.01% +276 Timeline ISMD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,303 shares; 2025Q3: 26,694 shares 26,694 $1.04M 0.01% -16,609 Timeline EWZ 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: 31,790 shares; 2024Q4: 34,100 shares; 2025Q1: 33,517 shares; 2025Q2: 34,707 shares; 2025Q3: 33,437 shares 33,437 $1.04M 0.01% -1,270 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: 16,323 shares; 2024Q4: 16,979 shares; 2025Q1: 14,482 shares; 2025Q2: 15,415 shares; 2025Q3: 22,640 shares 22,640 $1.04M 0.01% +7,225 Timeline AAXJ 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: 10,503 shares; 2025Q3: 11,330 shares 11,330 $1.03M 0.01% +827 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,671 shares; 2024Q4: 8,262 shares; 2025Q1: 8,238 shares; 2025Q2: 9,361 shares; 2025Q3: 9,960 shares 9,960 $1.03M 0.01% +599 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,997 shares; 2024Q4: 25,614 shares; 2025Q1: 27,821 shares; 2025Q2: 24,269 shares; 2025Q3: 24,014 shares 24,014 $1.03M 0.01% -255 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,302 shares; 2024Q4: 73,343 shares; 2025Q1: 48,659 shares; 2025Q2: 48,683 shares; 2025Q3: 45,789 shares 45,789 $1.03M 0.01% -2,894 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,338 shares; 2025Q1: 1,218 shares; 2025Q2: 2,627 shares; 2025Q3: 2,934 shares 2,934 $1.03M 0.01% +307 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,165 shares; 2024Q4: 44,985 shares; 2025Q1: 47,143 shares; 2025Q2: 42,182 shares; 2025Q3: 20,849 shares 20,849 $1.02M 0.01% -21,333 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,645 shares; 2024Q4: 12,640 shares; 2025Q1: 12,680 shares; 2025Q2: 17,406 shares; 2025Q3: 20,694 shares 20,694 $1.02M 0.01% +3,288 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,316 shares; 2024Q4: 38,311 shares; 2025Q1: 29,981 shares; 2025Q2: 14,102 shares; 2025Q3: 21,809 shares 21,809 $1.02M 0.01% +7,707 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,888 shares; 2024Q4: 25,046 shares; 2025Q1: 23,273 shares; 2025Q2: 21,438 shares; 2025Q3: 25,125 shares 25,125 $1.01M 0.01% +3,687 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,484 shares; 2024Q4: 4,515 shares; 2025Q1: 2,905 shares; 2025Q2: 3,763 shares; 2025Q3: 2,966 shares 2,966 $1.01M 0.01% -797 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,573 shares; 2024Q4: 19,803 shares; 2025Q1: 19,657 shares; 2025Q2: 21,120 shares; 2025Q3: 24,065 shares 24,065 $1.01M 0.01% +2,945 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,156 shares; 2025Q1: 1,659 shares; 2025Q2: 3,117 shares; 2025Q3: 5,095 shares 5,095 $1.01M 0.01% +1,978 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: 2,408 shares; 2024Q4: 2,408 shares; 2025Q1: 2,265 shares; 2025Q2: 2,504 shares; 2025Q3: 2,595 shares 2,595 $1.01M 0.01% +91 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: 15,642 shares; 2025Q1: 18,657 shares; 2025Q2: 20,991 shares; 2025Q3: 25,885 shares 25,885 $1M 0.01% +4,894 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,037 shares; 2025Q1: 90,798 shares; 2025Q2: 95,365 shares; 2025Q3: 89,321 shares 89,321 $1M 0.01% -6,044 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,110 shares; 2025Q1: 29,759 shares; 2025Q2: 29,080 shares; 2025Q3: 26,802 shares 26,802 $1M 0.01% -2,278 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,704 shares; 2024Q4: 14,708 shares; 2025Q1: 6,693 shares; 2025Q2: 8,143 shares; 2025Q3: 7,720 shares 7,720 $1M 0.01% -423 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: 24,483 shares; 2025Q1: 26,263 shares; 2025Q2: 25,211 shares; 2025Q3: 20,860 shares 20,860 $1M 0.01% -4,351 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,307 shares; 2024Q4: 98,966 shares; 2025Q1: 90,408 shares; 2025Q2: 36,123 shares; 2025Q3: 29,347 shares 29,347 $1000K 0.01% -6,776 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: 1,433 shares; 2024Q4: 1,561 shares; 2025Q1: 1,821 shares; 2025Q2: 1,845 shares; 2025Q3: 4,052 shares 4,052 $1000K 0.01% +2,207 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,034 shares; 2024Q4: 14,917 shares; 2025Q1: 16,114 shares; 2025Q2: 15,249 shares; 2025Q3: 15,314 shares 15,314 $999K 0.01% +65 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,136 shares; 2025Q3: 32,862 shares 32,862 $999K 0.01% +6,726 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: 11,244 shares; 2024Q4: 12,445 shares; 2025Q1: 11,265 shares; 2025Q2: 10,987 shares; 2025Q3: 10,881 shares 10,881 $998K 0.01% -106 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: 15,020 shares; 2024Q4: 14,410 shares; 2025Q1: 5,561 shares; 2025Q2: 8,738 shares; 2025Q3: 12,071 shares 12,071 $996K 0.01% +3,333 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,728 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 7,248 shares; 2025Q3: 7,248 shares 7,248 $994K 0.01% 0 Timeline GSEP 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: 6,241 shares; 2024Q4: 6,241 shares; 2025Q1: 6,241 shares; 2025Q2: 15,743 shares; 2025Q3: 26,050 shares 26,050 $992K 0.01% +10,307 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,608 shares; 2024Q4: 6,504 shares; 2025Q1: 5,141 shares; 2025Q2: 8,668 shares; 2025Q3: 8,364 shares 8,364 $991K 0.01% -304 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,719 shares; 2025Q1: 9,889 shares; 2025Q2: 21,089 shares; 2025Q3: 38,730 shares 38,730 $990K 0.01% +17,641 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 14,064 shares; 2025Q1: 11,610 shares; 2025Q2: 22,790 shares; 2025Q3: 23,681 shares 23,681 $989K 0.01% +891 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 20,988 shares; 2025Q1: 24,628 shares; 2025Q2: 22,425 shares; 2025Q3: 22,342 shares 22,342 $989K 0.01% -83 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,038 shares; 2024Q4: 13,058 shares; 2025Q1: 13,659 shares; 2025Q2: 9,305 shares; 2025Q3: 10,680 shares 10,680 $987K 0.01% +1,375 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,380 shares; 2025Q1: 16,206 shares; 2025Q2: 15,376 shares; 2025Q3: 15,214 shares 15,214 $984K 0.01% -162 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 1,529 shares; 2025Q1: 1,503 shares; 2025Q2: 1,493 shares; 2025Q3: 3,697 shares 3,697 $984K 0.01% +2,204 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,179 shares; 2024Q4: 27,733 shares; 2025Q1: 55,889 shares; 2025Q2: 51,780 shares; 2025Q3: 60,986 shares 60,986 $984K 0.01% +9,206 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 4,401 shares; 2025Q1: 3,368 shares; 2025Q2: 3,163 shares; 2025Q3: 3,184 shares 3,184 $983K 0.01% +21 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,238 shares 20,238 $982K 0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,235 shares; 2024Q4: 10,094 shares; 2025Q1: 10,477 shares; 2025Q2: 10,099 shares; 2025Q3: 9,350 shares 9,350 $980K 0.01% -749 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,379 shares; 2024Q4: 17,183 shares; 2025Q1: 16,328 shares; 2025Q2: 6,327 shares; 2025Q3: 6,245 shares 6,245 $977K 0.01% -82 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: 9,789 shares; 2024Q4: 11,155 shares; 2025Q1: 10,116 shares; 2025Q2: 9,125 shares; 2025Q3: 5,833 shares 5,833 $976K 0.01% -3,292 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,963 shares; 2025Q3: 22,686 shares 22,686 $976K 0.01% -1,277 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,407 shares; 2024Q4: 28,898 shares; 2025Q1: 24,645 shares; 2025Q2: 22,077 shares; 2025Q3: 11,124 shares 11,124 $975K 0.01% -10,953 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,424 shares; 2024Q4: 137,785 shares; 2025Q1: 106,097 shares; 2025Q2: 107,121 shares; 2025Q3: 106,723 shares 106,723 $971K 0.01% -398 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,138 shares; 2025Q3: 30,149 shares 30,149 $968K 0.01% +11 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,783 shares; 2024Q4: 27,358 shares; 2025Q1: 11,752 shares; 2025Q2: 18,766 shares; 2025Q3: 24,388 shares 24,388 $962K 0.01% +5,622 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,543 shares; 2024Q4: 154,687 shares; 2025Q1: 141,009 shares; 2025Q2: 137,268 shares; 2025Q3: 139,166 shares 139,166 $962K 0.01% +1,898 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,807 shares 19,807 $961K 0.01% new 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: 5,141 shares; 2024Q4: 6,926 shares; 2025Q1: 7,344 shares; 2025Q2: 9,284 shares; 2025Q3: 9,668 shares 9,668 $961K 0.01% +384 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 3,010 shares; 2025Q1: 3,747 shares; 2025Q2: 3,198 shares; 2025Q3: 3,218 shares 3,218 $960K 0.01% +20 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,179 shares; 2024Q4: 20,124 shares; 2025Q1: 10,873 shares; 2025Q2: 10,831 shares; 2025Q3: 11,242 shares 11,242 $952K 0.01% +411 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,234 shares; 2024Q4: 9,793 shares; 2025Q1: 11,694 shares; 2025Q2: 29,321 shares; 2025Q3: 28,573 shares 28,573 $950K 0.01% -748 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,454 shares; 2024Q4: 38,117 shares; 2025Q1: 18,207 shares; 2025Q2: 37,353 shares; 2025Q3: 43,044 shares 43,044 $947K 0.01% +5,691 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,450 shares; 2024Q4: 19,241 shares; 2025Q1: 33,226 shares; 2025Q2: 18,316 shares; 2025Q3: 16,346 shares 16,346 $945K 0.01% -1,970 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: 26,107 shares; 2024Q4: 19,241 shares; 2025Q1: 13,965 shares; 2025Q2: 12,926 shares; 2025Q3: 10,712 shares 10,712 $944K 0.01% -2,214 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,672 shares; 2025Q3: 20,087 shares 20,087 $943K 0.01% +2,415 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,494 shares; 2024Q4: 64,854 shares; 2025Q1: 47,962 shares; 2025Q2: 50,412 shares; 2025Q3: 55,184 shares 55,184 $941K 0.01% +4,772 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 11,222 shares; 2025Q1: 10,072 shares; 2025Q2: 17,226 shares; 2025Q3: 18,792 shares 18,792 $940K 0.01% +1,566 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,094 shares; 2024Q4: 10,610 shares; 2025Q1: 10,726 shares; 2025Q2: 12,045 shares; 2025Q3: 18,612 shares 18,612 $939K 0.01% +6,567 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,610 shares; 2025Q1: 22,487 shares; 2025Q2: 22,487 shares; 2025Q3: 21,406 shares 21,406 $937K 0.01% -1,081 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: 25,555 shares; 2024Q4: 26,128 shares; 2025Q1: 25,639 shares; 2025Q2: 24,414 shares; 2025Q3: 20,191 shares 20,191 $937K 0.01% -4,223 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; 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: 45,059 shares 45,059 $936K 0.01% new 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: 82,321 shares; 2024Q4: 16,692 shares; 2025Q1: 25,366 shares; 2025Q2: 24,697 shares; 2025Q3: 22,271 shares 22,271 $936K 0.01% -2,426 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 5,847 shares; 2025Q1: 5,502 shares; 2025Q2: 5,629 shares; 2025Q3: 5,786 shares 5,786 $935K 0.01% +157 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: not reported; 2024Q4: 4,988 shares; 2025Q1: 6,428 shares; 2025Q2: 25,905 shares; 2025Q3: 21,016 shares 21,016 $934K 0.01% -4,889 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,552 shares; 2024Q4: 16,552 shares; 2025Q1: 16,547 shares; 2025Q2: 16,535 shares; 2025Q3: 16,535 shares 16,535 $934K 0.01% 0 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,092 shares; 2024Q4: 55,279 shares; 2025Q1: 33,821 shares; 2025Q2: 33,849 shares; 2025Q3: 37,422 shares 37,422 $933K 0.01% +3,573 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,655 shares; 2025Q3: 21,081 shares 21,081 $932K 0.01% +1,426 Timeline UAE 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: 45,367 shares; 2025Q1: 89,882 shares; 2025Q2: 88,680 shares; 2025Q3: 49,303 shares 49,303 $931K 0.01% -39,377 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 14,519 shares; 2025Q1: 14,517 shares; 2025Q2: 14,489 shares; 2025Q3: 14,639 shares 14,639 $931K 0.01% +150 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,955 shares 20,955 $931K 0.01% new 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: 7,631 shares; 2024Q4: 7,899 shares; 2025Q1: 6,140 shares; 2025Q2: 5,344 shares; 2025Q3: 5,220 shares 5,220 $929K 0.01% -124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,654 shares 39,654 $927K 0.01% new 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: 6,388 shares; 2024Q4: 6,044 shares; 2025Q1: 9,111 shares; 2025Q2: 10,876 shares; 2025Q3: 11,143 shares 11,143 $927K 0.01% +267 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: 968 shares; 2024Q4: 986 shares; 2025Q1: 778 shares; 2025Q2: 7,483 shares; 2025Q3: 7,908 shares 7,908 $927K 0.01% +425 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: 33,725 shares; 2024Q4: 38,292 shares; 2025Q1: 34,477 shares; 2025Q2: 32,630 shares; 2025Q3: 30,337 shares 30,337 $926K 0.01% -2,293 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,559 shares; 2024Q4: 17,480 shares; 2025Q1: 37,046 shares; 2025Q2: 37,623 shares; 2025Q3: 29,960 shares 29,960 $926K 0.01% -7,663 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 34,536 shares 34,536 $925K 0.01% new Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,278 shares; 2025Q2: 19,340 shares; 2025Q3: 18,670 shares 18,670 $924K 0.01% -670 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,692 shares; 2024Q4: 10,995 shares; 2025Q1: 12,520 shares; 2025Q2: 13,310 shares; 2025Q3: 19,420 shares 19,420 $923K 0.01% +6,110 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,826 shares; 2024Q4: 43,766 shares; 2025Q1: 34,958 shares; 2025Q2: 38,774 shares; 2025Q3: 34,722 shares 34,722 $921K 0.01% -4,052 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,979 shares; 2024Q4: 32,004 shares; 2025Q1: 3,574 shares; 2025Q2: 5,873 shares; 2025Q3: 6,661 shares 6,661 $920K 0.01% +788 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,702 shares; 2024Q4: 10,542 shares; 2025Q1: 10,370 shares; 2025Q2: 9,243 shares; 2025Q3: 10,276 shares 10,276 $916K 0.01% +1,033 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,004 shares; 2024Q4: 19,939 shares; 2025Q1: 6,144 shares; 2025Q2: 6,989 shares; 2025Q3: 6,682 shares 6,682 $914K 0.01% -307 Timeline MOO 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: 7,190 shares; 2024Q4: 7,768 shares; 2025Q1: 10,733 shares; 2025Q2: 11,677 shares; 2025Q3: 12,427 shares 12,427 $913K 0.01% +750 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,283 shares; 2024Q4: 13,978 shares; 2025Q1: 10,990 shares; 2025Q2: 11,552 shares; 2025Q3: 11,903 shares 11,903 $912K 0.01% +351 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,332 shares; 2025Q3: 11,851 shares 11,851 $908K 0.01% +5,519 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 7,708 shares; 2025Q1: 5,937 shares; 2025Q2: 5,186 shares; 2025Q3: 8,313 shares 8,313 $903K 0.01% +3,127 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,477 shares; 2025Q3: 17,783 shares 17,783 $901K 0.01% -1,694 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: 49,113 shares; 2024Q4: 49,578 shares; 2025Q1: 7,952 shares; 2025Q2: 8,190 shares; 2025Q3: 7,922 shares 7,922 $899K 0.01% -268 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,094 shares; 2024Q4: 24,904 shares; 2025Q1: 19,332 shares; 2025Q2: 22,829 shares; 2025Q3: 24,771 shares 24,771 $899K 0.01% +1,942 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,268 shares; 2024Q4: 6,151 shares; 2025Q1: 7,482 shares; 2025Q2: 6,307 shares; 2025Q3: 6,749 shares 6,749 $897K 0.01% +442 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,379 shares; 2025Q3: 27,677 shares 27,677 $896K 0.01% +17,298 Timeline MOV MOVADO GROUP INC More: the full row for MOVADO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,148 shares; 2024Q4: 44,213 shares; 2025Q1: 41,475 shares; 2025Q2: 44,541 shares; 2025Q3: 47,054 shares 47,054 $893K 0.01% +2,513 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: 18,672 shares; 2024Q4: 18,922 shares; 2025Q1: 13,991 shares; 2025Q2: 12,131 shares; 2025Q3: 11,789 shares 11,789 $886K 0.01% -342 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,125 shares; 2024Q4: 7,431 shares; 2025Q1: 8,721 shares; 2025Q2: 13,047 shares; 2025Q3: 10,188 shares 10,188 $883K 0.01% -2,859 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,973 shares; 2025Q1: 84,335 shares; 2025Q2: 83,806 shares; 2025Q3: 88,826 shares 88,826 $881K 0.01% +5,020 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,239 shares; 2024Q4: 2,860 shares; 2025Q1: 3,025 shares; 2025Q2: 2,935 shares; 2025Q3: 2,667 shares 2,667 $877K 0.01% -268 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: 5,568 shares; 2024Q4: 5,193 shares; 2025Q1: 5,408 shares; 2025Q2: 6,890 shares; 2025Q3: 5,507 shares 5,507 $877K 0.01% -1,383 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,492 shares; 2025Q3: 35,475 shares 35,475 $877K 0.01% +18,983 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,945 shares; 2024Q4: 17,859 shares; 2025Q1: 18,619 shares; 2025Q2: 21,880 shares; 2025Q3: 23,251 shares 23,251 $877K 0.01% +1,371 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,660 shares; 2024Q4: 33,525 shares; 2025Q1: 29,017 shares; 2025Q2: 29,050 shares; 2025Q3: 30,247 shares 30,247 $875K 0.01% +1,197 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,087 shares; 2024Q4: 196,260 shares; 2025Q1: 181,162 shares; 2025Q2: 101,518 shares; 2025Q3: 192,457 shares 192,457 $874K 0.01% +90,939 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND 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: 70,674 shares 70,674 $870K <0.01% new Timeline EPHE 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: 29,431 shares; 2025Q3: 35,006 shares 35,006 $870K <0.01% +5,575 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: 7,275 shares; 2024Q4: 8,533 shares; 2025Q1: 8,384 shares; 2025Q2: 8,709 shares; 2025Q3: 3,337 shares 3,337 $868K <0.01% -5,372 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 7,901 shares; 2025Q1: 5,422 shares; 2025Q2: 5,441 shares; 2025Q3: 5,298 shares 5,298 $868K <0.01% -143 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 4,981 shares; 2025Q1: 5,297 shares; 2025Q2: 10,476 shares; 2025Q3: 8,792 shares 8,792 $867K <0.01% -1,684 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 9,860 shares; 2025Q1: 9,860 shares; 2025Q2: 10,745 shares; 2025Q3: 14,036 shares 14,036 $865K <0.01% +3,291 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,122 shares; 2024Q4: 121,998 shares; 2025Q1: 16,184 shares; 2025Q2: 21,712 shares; 2025Q3: 20,331 shares 20,331 $863K <0.01% -1,381 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,563 shares; 2024Q4: 7,670 shares; 2025Q1: 8,809 shares; 2025Q2: 23,429 shares; 2025Q3: 24,892 shares 24,892 $863K <0.01% +1,463 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,076 shares; 2025Q2: 50,274 shares; 2025Q3: 38,710 shares 38,710 $862K <0.01% -11,564 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: 11,600 shares; 2024Q4: 11,342 shares; 2025Q1: 11,614 shares; 2025Q2: 12,472 shares; 2025Q3: 12,803 shares 12,803 $862K <0.01% +331 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,156 shares; 2024Q4: 16,231 shares; 2025Q1: 15,981 shares; 2025Q2: 21,235 shares; 2025Q3: 20,921 shares 20,921 $861K <0.01% -314 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,386 shares; 2025Q1: 75,929 shares; 2025Q2: 68,965 shares; 2025Q3: 65,917 shares 65,917 $860K <0.01% -3,048 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,457 shares; 2024Q4: 12,476 shares; 2025Q1: 12,723 shares; 2025Q2: 15,084 shares; 2025Q3: 20,185 shares 20,185 $859K <0.01% +5,101 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,726 shares; 2024Q4: 10,902 shares; 2025Q1: 11,210 shares; 2025Q2: 19,030 shares; 2025Q3: 21,685 shares 21,685 $859K <0.01% +2,655 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,813 shares; 2024Q4: 33,574 shares; 2025Q1: 32,502 shares; 2025Q2: 20,584 shares; 2025Q3: 20,773 shares 20,773 $859K <0.01% +189 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,431 shares; 2024Q4: 19,329 shares; 2025Q1: 22,485 shares; 2025Q2: 28,475 shares; 2025Q3: 28,154 shares 28,154 $855K <0.01% -321 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: 8,140 shares; 2024Q4: 9,290 shares; 2025Q1: 6,327 shares; 2025Q2: 4,241 shares; 2025Q3: 4,876 shares 4,876 $853K <0.01% +635 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,232 shares; 2024Q4: 5,099 shares; 2025Q1: 5,453 shares; 2025Q2: 5,415 shares; 2025Q3: 5,293 shares 5,293 $850K <0.01% -122 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,138 shares; 2025Q1: 1,305 shares; 2025Q2: 1,526 shares; 2025Q3: 3,463 shares 3,463 $850K <0.01% +1,937 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,956 shares; 2024Q4: 142,140 shares; 2025Q1: 141,956 shares; 2025Q2: 141,956 shares; 2025Q3: 141,456 shares 141,456 $849K <0.01% -500 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,850 shares; 2024Q4: not reported; 2025Q1: 18,559 shares; 2025Q2: 25,858 shares; 2025Q3: 30,685 shares 30,685 $848K <0.01% +4,827 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,650 shares 54,650 $846K <0.01% new Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,627 shares; 2025Q1: 2,173 shares; 2025Q2: 2,165 shares; 2025Q3: 2,163 shares 2,163 $845K <0.01% -2 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: 18,843 shares; 2024Q4: 14,651 shares; 2025Q1: 3,615 shares; 2025Q2: 3,686 shares; 2025Q3: 4,010 shares 4,010 $845K <0.01% +324 BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,108 shares; 2024Q4: 25,050 shares; 2025Q1: 25,350 shares; 2025Q2: 24,081 shares; 2025Q3: 19,796 shares 19,796 $843K <0.01% -4,285 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,679 shares; 2024Q4: 11,063 shares; 2025Q1: 10,878 shares; 2025Q2: 11,225 shares; 2025Q3: 11,113 shares 11,113 $842K <0.01% -112 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,604 shares; 2024Q4: 40,288 shares; 2025Q1: 24,919 shares; 2025Q2: 35,264 shares; 2025Q3: 38,531 shares 38,531 $842K <0.01% +3,267 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 6,910 shares; 2025Q1: 7,260 shares; 2025Q2: 9,293 shares; 2025Q3: 8,073 shares 8,073 $841K <0.01% -1,220 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,934 shares; 2025Q3: 11,043 shares 11,043 $841K <0.01% -5,891 Timeline BBW BUILD-A-BEAR WORKSHOP INC More: the full row for BUILD-A-BEAR WORKSHOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,651 shares; 2025Q3: 12,876 shares 12,876 $840K <0.01% -2,775 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,585 shares; 2024Q4: 62,987 shares; 2025Q1: 65,503 shares; 2025Q2: 65,583 shares; 2025Q3: 67,304 shares 67,304 $839K <0.01% +1,721 Timeline FINV FINVOLUTION GROUP More: the full row for FINVOLUTION GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,745 shares; 2025Q1: 130,295 shares; 2025Q2: 117,759 shares; 2025Q3: 113,870 shares 113,870 $839K <0.01% -3,889 Timeline BAB 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: 21,735 shares; 2024Q4: 29,958 shares; 2025Q1: 29,052 shares; 2025Q2: 29,422 shares; 2025Q3: 30,749 shares 30,749 $839K <0.01% +1,327 Timeline QFIN QFIN HOLDINGS INC More: the full row for QFIN HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,597 shares; 2024Q4: 34,308 shares; 2025Q1: 33,507 shares; 2025Q2: 33,974 shares; 2025Q3: 29,136 shares 29,136 $839K <0.01% -4,838 Timeline EZA 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: 16,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,061 shares 13,061 $837K <0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265 shares; 2024Q4: 3,253 shares; 2025Q1: 3,173 shares; 2025Q2: 3,539 shares; 2025Q3: 4,116 shares 4,116 $836K <0.01% +577 Timeline IYT 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: 28,220 shares; 2024Q4: 18,702 shares; 2025Q1: 15,703 shares; 2025Q2: 12,571 shares; 2025Q3: 11,651 shares 11,651 $835K <0.01% -920 Timeline FSEP 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: 19,898 shares; 2024Q4: 17,490 shares; 2025Q1: 17,490 shares; 2025Q2: 17,025 shares; 2025Q3: 16,503 shares 16,503 $834K <0.01% -522 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: 58,838 shares; 2024Q4: 37,997 shares; 2025Q1: 24,447 shares; 2025Q2: 27,898 shares; 2025Q3: 29,883 shares 29,883 $834K <0.01% +1,985 MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: 6,710 shares; 2025Q1: 9,070 shares; 2025Q2: 12,456 shares; 2025Q3: 12,832 shares 12,832 $832K <0.01% +376 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,030 shares; 2024Q4: 17,200 shares; 2025Q1: 10,876 shares; 2025Q2: 11,279 shares; 2025Q3: 9,879 shares 9,879 $828K <0.01% -1,400 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: 855 shares; 2024Q4: 849 shares; 2025Q1: 756 shares; 2025Q2: 430 shares; 2025Q3: 495 shares 495 $827K <0.01% +65 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,213 shares; 2024Q4: 14,236 shares; 2025Q1: 13,181 shares; 2025Q2: 15,447 shares; 2025Q3: 13,660 shares 13,660 $823K <0.01% -1,787 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,100 shares; 2024Q4: 66,327 shares; 2025Q1: 68,878 shares; 2025Q2: 64,831 shares; 2025Q3: 23,521 shares 23,521 $823K <0.01% -41,310 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 9,315 shares; 2025Q1: 6,231 shares; 2025Q2: 5,797 shares; 2025Q3: 6,225 shares 6,225 $823K <0.01% +428 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,991 shares; 2024Q4: 13,654 shares; 2025Q1: 12,543 shares; 2025Q2: 13,458 shares; 2025Q3: 20,320 shares 20,320 $821K <0.01% +6,862 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,221 shares; 2024Q4: 14,144 shares; 2025Q1: 14,638 shares; 2025Q2: 14,137 shares; 2025Q3: 17,265 shares 17,265 $820K <0.01% +3,128 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,718 shares; 2024Q4: 2,076 shares; 2025Q1: 1,382 shares; 2025Q2: 1,528 shares; 2025Q3: 4,280 shares 4,280 $819K <0.01% +2,752 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,267 shares; 2024Q4: 9,324 shares; 2025Q1: 8,857 shares; 2025Q2: 8,799 shares; 2025Q3: 8,652 shares 8,652 $816K <0.01% -147 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 11,658 shares; 2025Q1: 11,180 shares; 2025Q2: 11,229 shares; 2025Q3: 13,539 shares 13,539 $815K <0.01% +2,310 Timeline IFS INTERCORP FINL SVCS INC More: the full row for INTERCORP FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,207 shares 20,207 $815K <0.01% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,542 shares; 2024Q4: 65,560 shares; 2025Q1: 61,008 shares; 2025Q2: 15,980 shares; 2025Q3: 16,620 shares 16,620 $815K <0.01% +640 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,843 shares; 2025Q2: 18,125 shares; 2025Q3: 18,310 shares 18,310 $812K <0.01% +185 SECT 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: 12,822 shares; 2024Q4: 12,822 shares; 2025Q1: 12,822 shares; 2025Q2: 12,822 shares; 2025Q3: 12,843 shares 12,843 $809K <0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,497 shares 8,497 $809K <0.01% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,375 shares; 2024Q4: 37,747 shares; 2025Q1: 37,363 shares; 2025Q2: 41,240 shares; 2025Q3: 41,983 shares 41,983 $809K <0.01% +743 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,236 shares; 2024Q4: 32,255 shares; 2025Q1: 10,006 shares; 2025Q2: 13,824 shares; 2025Q3: 13,355 shares 13,355 $807K <0.01% -469 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,974 shares 15,974 $807K <0.01% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,861 shares; 2024Q4: 8,708 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares 7,265 $802K <0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,060 shares; 2024Q4: 10,775 shares; 2025Q1: 19,334 shares; 2025Q2: 19,857 shares; 2025Q3: 17,962 shares 17,962 $794K <0.01% -1,895 Timeline SCS STEELCASE INC-CLASS A More: the full row for STEELCASE INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,605 shares; 2024Q4: 101,997 shares; 2025Q1: 29,476 shares; 2025Q2: 91,817 shares; 2025Q3: 46,149 shares 46,149 $794K <0.01% -45,668 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,214 shares; 2024Q4: 12,139 shares; 2025Q1: 10,264 shares; 2025Q2: 10,851 shares; 2025Q3: 11,064 shares 11,064 $789K <0.01% +213 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,214 shares; 2024Q4: 15,936 shares; 2025Q1: 25,023 shares; 2025Q2: 29,696 shares; 2025Q3: 29,177 shares 29,177 $789K <0.01% -519 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,760 shares; 2024Q4: 7,427 shares; 2025Q1: 4,946 shares; 2025Q2: 5,066 shares; 2025Q3: 5,004 shares 5,004 $788K <0.01% -62 Timeline BSMT 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: 10,636 shares; 2025Q1: 10,674 shares; 2025Q2: 13,844 shares; 2025Q3: 34,101 shares 34,101 $788K <0.01% +20,257 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: 5,278 shares; 2024Q4: 5,607 shares; 2025Q1: 5,552 shares; 2025Q2: 5,424 shares; 2025Q3: 5,541 shares 5,541 $786K <0.01% +117 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 21,679 shares; 2025Q1: 18,535 shares; 2025Q2: 18,315 shares; 2025Q3: 14,531 shares 14,531 $782K <0.01% -3,784 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: 8,782 shares; 2024Q4: 8,486 shares; 2025Q1: 9,574 shares; 2025Q2: 14,998 shares; 2025Q3: 10,153 shares 10,153 $782K <0.01% -4,845 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,419 shares 16,419 $781K <0.01% new 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: 9,718 shares; 2024Q4: 11,525 shares; 2025Q1: 7,310 shares; 2025Q2: 7,557 shares; 2025Q3: 9,396 shares 9,396 $781K <0.01% +1,839 Timeline TLTW 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: 494,589 shares; 2024Q4: 531,838 shares; 2025Q1: 540,120 shares; 2025Q2: 282,370 shares; 2025Q3: 33,359 shares 33,359 $780K <0.01% -249,011 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,531 shares; 2024Q4: 9,390 shares; 2025Q1: 9,235 shares; 2025Q2: 8,849 shares; 2025Q3: 8,849 shares 8,849 $778K <0.01% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,738 shares; 2024Q4: 22,335 shares; 2025Q1: 24,040 shares; 2025Q2: 22,547 shares; 2025Q3: 12,868 shares 12,868 $777K <0.01% -9,679 Timeline GLOW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,946 shares; 2025Q3: 25,755 shares 25,755 $776K <0.01% +8,809 Timeline PCY 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: 43,969 shares; 2024Q4: 37,517 shares; 2025Q1: 36,858 shares; 2025Q2: 36,343 shares; 2025Q3: 35,977 shares 35,977 $776K <0.01% -366 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,409 shares; 2024Q4: 11,400 shares; 2025Q1: 12,904 shares; 2025Q2: 11,570 shares; 2025Q3: 11,402 shares 11,402 $775K <0.01% -168 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,829 shares; 2024Q4: 43,513 shares; 2025Q1: 29,361 shares; 2025Q2: 22,172 shares; 2025Q3: 21,907 shares 21,907 $774K <0.01% -265 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: 118,936 shares; 2024Q4: 117,925 shares; 2025Q1: 85,382 shares; 2025Q2: 85,382 shares; 2025Q3: 84,482 shares 84,482 $770K <0.01% -900 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,638 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,188 shares; 2025Q3: 10,912 shares 10,912 $765K <0.01% +1,724 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,621 shares; 2024Q4: 7,867 shares; 2025Q1: 7,820 shares; 2025Q2: 8,539 shares; 2025Q3: 12,415 shares 12,415 $764K <0.01% +3,876 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 2,562 shares; 2025Q1: 1,354 shares; 2025Q2: 1,421 shares; 2025Q3: 1,527 shares 1,527 $762K <0.01% +106 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,639 shares; 2025Q2: 15,537 shares; 2025Q3: 23,908 shares 23,908 $761K <0.01% +8,371 Timeline EDOW 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: 20,325 shares; 2024Q4: 19,938 shares; 2025Q1: 19,913 shares; 2025Q2: 19,017 shares; 2025Q3: 18,961 shares 18,961 $757K <0.01% -56 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 22,698 shares; 2025Q1: 13,992 shares; 2025Q2: 15,036 shares; 2025Q3: 15,725 shares 15,725 $757K <0.01% +689 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,943 shares; 2024Q4: 37,137 shares; 2025Q1: 36,352 shares; 2025Q2: 15,220 shares; 2025Q3: 14,930 shares 14,930 $757K <0.01% -290 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,052 shares; 2025Q1: 38,131 shares; 2025Q2: 29,483 shares; 2025Q3: 20,905 shares 20,905 $755K <0.01% -8,578 Timeline EMHC 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: 18,284 shares; 2024Q4: 25,672 shares; 2025Q1: 24,912 shares; 2025Q2: 27,539 shares; 2025Q3: 29,930 shares 29,930 $754K <0.01% +2,391 Timeline SCJ 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: 7,296 shares; 2024Q4: 7,557 shares; 2025Q1: 7,839 shares; 2025Q2: 7,811 shares; 2025Q3: 8,179 shares 8,179 $753K <0.01% +368 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,132 shares; 2024Q4: 91,109 shares; 2025Q1: 55,001 shares; 2025Q2: 58,088 shares; 2025Q3: 59,884 shares 59,884 $752K <0.01% +1,796 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,174 shares; 2024Q4: 15,110 shares; 2025Q1: 14,664 shares; 2025Q2: 13,567 shares; 2025Q3: 14,085 shares 14,085 $751K <0.01% +518 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,370 shares; 2024Q4: 6,801 shares; 2025Q1: 7,235 shares; 2025Q2: 7,117 shares; 2025Q3: 4,431 shares 4,431 $750K <0.01% -2,686 Timeline EFAD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,474 shares; 2024Q4: 16,878 shares; 2025Q1: 16,936 shares; 2025Q2: 17,615 shares; 2025Q3: 17,738 shares 17,738 $748K <0.01% +123 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,391 shares; 2024Q4: 25,849 shares; 2025Q1: 15,439 shares; 2025Q2: 38,709 shares; 2025Q3: 85,717 shares 85,717 $747K <0.01% +47,008 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,339 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,873 shares; 2025Q3: 57,904 shares 57,904 $741K <0.01% +30,031 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,674 shares; 2024Q4: 27,674 shares; 2025Q1: 34,418 shares; 2025Q2: 34,428 shares; 2025Q3: 35,804 shares 35,804 $738K <0.01% +1,376 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: 105,915 shares; 2024Q4: 20,927 shares; 2025Q1: 16,535 shares; 2025Q2: 17,956 shares; 2025Q3: 18,554 shares 18,554 $735K <0.01% +598 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,346 shares; 2024Q4: 73,521 shares; 2025Q1: 29,216 shares; 2025Q2: 31,037 shares; 2025Q3: 23,599 shares 23,599 $735K <0.01% -7,438 Timeline CMCL CALEDONIA MNG CORP More: the full row for CALEDONIA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,246 shares; 2025Q3: 20,252 shares 20,252 $733K <0.01% -18,994 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,385 shares; 2024Q4: 15,356 shares; 2025Q1: 15,395 shares; 2025Q2: 15,476 shares; 2025Q3: 14,897 shares 14,897 $733K <0.01% -579 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,817 shares; 2024Q4: 9,516 shares; 2025Q1: 9,358 shares; 2025Q2: 9,407 shares; 2025Q3: 9,602 shares 9,602 $730K <0.01% +195 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: 8,315 shares; 2024Q4: 8,794 shares; 2025Q1: 5,274 shares; 2025Q2: 6,068 shares; 2025Q3: 5,010 shares 5,010 $730K <0.01% -1,058 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,330 shares; 2024Q4: 14,913 shares; 2025Q1: 18,343 shares; 2025Q2: 30,451 shares; 2025Q3: 31,249 shares 31,249 $727K <0.01% +798 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,183 shares; 2024Q4: 9,832 shares; 2025Q1: 8,398 shares; 2025Q2: 8,477 shares; 2025Q3: 8,375 shares 8,375 $724K <0.01% -102 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,422 shares; 2025Q1: 21,738 shares; 2025Q2: 25,272 shares; 2025Q3: 25,484 shares 25,484 $724K <0.01% +212 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: 15,502 shares; 2024Q4: 15,690 shares; 2025Q1: 15,469 shares; 2025Q2: 15,650 shares; 2025Q3: 12,800 shares 12,800 $721K <0.01% -2,850 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 3,590 shares; 2025Q1: 3,498 shares; 2025Q2: 3,590 shares; 2025Q3: 9,040 shares 9,040 $721K <0.01% +5,450 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,748 shares; 2024Q4: 17,259 shares; 2025Q1: 14,547 shares; 2025Q2: 25,391 shares; 2025Q3: 26,611 shares 26,611 $721K <0.01% +1,220 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,132 shares; 2024Q4: 43,270 shares; 2025Q1: 35,592 shares; 2025Q2: 48,166 shares; 2025Q3: 87,645 shares 87,645 $717K <0.01% +39,479 AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,691 shares; 2024Q4: 13,132 shares; 2025Q1: 13,577 shares; 2025Q2: 4,470 shares; 2025Q3: 4,264 shares 4,264 $716K <0.01% -206 Timeline FMAY 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: 10,861 shares; 2024Q4: 10,861 shares; 2025Q1: 9,711 shares; 2025Q2: 13,701 shares; 2025Q3: 13,701 shares 13,701 $716K <0.01% 0 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,388 shares; 2025Q3: 47,404 shares 47,404 $715K <0.01% +23,016 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,848 shares; 2024Q4: 73,023 shares; 2025Q1: 79,783 shares; 2025Q2: 76,237 shares; 2025Q3: 62,644 shares 62,644 $715K <0.01% -13,593 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: 11,401 shares; 2024Q4: 10,710 shares; 2025Q1: 1,892 shares; 2025Q2: 2,145 shares; 2025Q3: 2,538 shares 2,538 $713K <0.01% +393 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 13,911 shares 13,911 $712K <0.01% new Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,768 shares; 2024Q4: 91,506 shares; 2025Q1: 91,142 shares; 2025Q2: 90,304 shares; 2025Q3: 8,837 shares 8,837 $712K <0.01% -81,467 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,947 shares; 2024Q4: 19,312 shares; 2025Q1: 5,434 shares; 2025Q2: 4,607 shares; 2025Q3: 4,023 shares 4,023 $712K <0.01% -584 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,073 shares 24,073 $711K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,338 shares; 2024Q4: 9,645 shares; 2025Q1: 4,381 shares; 2025Q2: 5,533 shares; 2025Q3: 15,345 shares 15,345 $710K <0.01% +9,812 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,989 shares; 2024Q4: 14,863 shares; 2025Q1: 14,306 shares; 2025Q2: 13,469 shares; 2025Q3: 11,811 shares 11,811 $710K <0.01% -1,658 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,274 shares; 2025Q3: 3,171 shares 3,171 $707K <0.01% +897 Timeline HYLS 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: 30,495 shares; 2024Q4: 20,424 shares; 2025Q1: 18,084 shares; 2025Q2: 18,943 shares; 2025Q3: 16,795 shares 16,795 $706K <0.01% -2,148 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,008 shares; 2024Q4: 25,534 shares; 2025Q1: 28,601 shares; 2025Q2: 20,597 shares; 2025Q3: 11,200 shares 11,200 $706K <0.01% -9,397 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: 5,740 shares; 2024Q4: 6,486 shares; 2025Q1: 9,731 shares; 2025Q2: 5,759 shares; 2025Q3: 5,132 shares 5,132 $705K <0.01% -627 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,256 shares; 2024Q4: 4,557 shares; 2025Q1: 2,214 shares; 2025Q2: 2,384 shares; 2025Q3: 2,246 shares 2,246 $704K <0.01% -138 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,935 shares; 2024Q4: 55,935 shares; 2025Q1: 55,375 shares; 2025Q2: 42,025 shares; 2025Q3: 36,800 shares 36,800 $704K <0.01% -5,225 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,080 shares; 2024Q4: 6,364 shares; 2025Q1: 6,364 shares; 2025Q2: 6,903 shares; 2025Q3: 6,951 shares 6,951 $700K <0.01% +48 Timeline RSPD 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: 61,448 shares; 2024Q4: 61,127 shares; 2025Q1: 61,297 shares; 2025Q2: 12,824 shares; 2025Q3: 12,128 shares 12,128 $700K <0.01% -696 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,565 shares 50,565 $699K <0.01% new Timeline AGGH 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: 26,984 shares; 2025Q1: 26,232 shares; 2025Q2: 30,062 shares; 2025Q3: 33,684 shares 33,684 $698K <0.01% +3,622 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 547,388 shares; 2024Q4: 573,282 shares; 2025Q1: 454,332 shares; 2025Q2: 60,170 shares; 2025Q3: 59,861 shares 59,861 $694K <0.01% -309 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,482 shares; 2025Q1: 11,556 shares; 2025Q2: 14,089 shares; 2025Q3: 14,982 shares 14,982 $691K <0.01% +893 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 3,528 shares; 2025Q1: 2,726 shares; 2025Q2: 2,889 shares; 2025Q3: 3,010 shares 3,010 $691K <0.01% +121 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,583 shares; 2024Q4: 7,587 shares; 2025Q1: 7,591 shares; 2025Q2: 7,595 shares; 2025Q3: 7,476 shares 7,476 $691K <0.01% -119 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,687 shares; 2025Q1: 5,709 shares; 2025Q2: 1,971 shares; 2025Q3: 3,519 shares 3,519 $690K <0.01% +1,548 Timeline