SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,136 shares; 2024Q4: 44,490 shares; 2025Q1: 75,849 shares; 2025Q2: 165,604 shares 165,604 $7.97M 0.01% +89,755 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,663 shares; 2024Q4: 31,547 shares; 2025Q1: 114,519 shares; 2025Q2: 136,821 shares 136,821 $7.97M 0.01% +22,302 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,739 shares; 2024Q4: 62,009 shares; 2025Q1: 83,165 shares; 2025Q2: 80,128 shares 80,128 $7.96M 0.01% -3,037 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,292 shares; 2024Q4: 136,824 shares; 2025Q1: 163,162 shares; 2025Q2: 164,716 shares 164,716 $7.92M 0.01% +1,554 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,579 shares; 2024Q4: 396,618 shares; 2025Q1: 426,676 shares; 2025Q2: 387,465 shares 387,465 $7.9M 0.01% -39,211 Timeline GLOBAL MED REIT INC GLOBAL MED REIT INC More: the full row for GLOBAL MED REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 941,352 shares; 2024Q4: 911,572 shares; 2025Q1: 927,187 shares; 2025Q2: 1,138,393 shares 1,138,393 $7.89M 0.01% +211,206 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,047 shares; 2024Q4: 52,390 shares; 2025Q1: 57,283 shares; 2025Q2: 64,800 shares 64,800 $7.88M 0.01% +7,517 Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,756 shares; 2024Q4: 134,885 shares; 2025Q1: 179,442 shares; 2025Q2: 316,934 shares 316,934 $7.87M 0.01% +137,492 OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,145 shares; 2024Q4: 189,288 shares; 2025Q1: 203,855 shares; 2025Q2: 405,706 shares 405,706 $7.79M 0.01% +201,851 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,772 shares 47,772 $7.79M 0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217,525 shares 217,525 $7.78M 0.01% new Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,922 shares; 2024Q4: 197,849 shares; 2025Q1: 200,795 shares; 2025Q2: 179,828 shares 179,828 $7.77M 0.01% -20,967 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,505 shares; 2024Q4: 211,493 shares; 2025Q1: 200,942 shares; 2025Q2: 196,357 shares 196,357 $7.76M 0.01% -4,585 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,252 shares; 2024Q4: 92,354 shares; 2025Q1: 92,109 shares; 2025Q2: 94,284 shares 94,284 $7.74M 0.01% +2,175 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,129 shares; 2024Q4: 67,856 shares; 2025Q1: 57,391 shares; 2025Q2: 56,207 shares 56,207 $7.73M 0.01% -1,184 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 392,462 shares; 2024Q4: 344,670 shares; 2025Q1: 390,608 shares; 2025Q2: 379,125 shares 379,125 $7.73M 0.01% -11,483 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173,236 shares 173,236 $7.71M 0.01% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,428 shares; 2024Q4: 46,135 shares; 2025Q1: 47,646 shares; 2025Q2: 144,619 shares 144,619 $7.71M 0.01% +96,973 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,763,994 shares; 2024Q4: 1,836,719 shares; 2025Q1: 1,947,096 shares; 2025Q2: 322,852 shares 322,852 $7.68M 0.01% -1,624,244 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,345 shares; 2024Q4: 276,350 shares; 2025Q1: 79,066 shares; 2025Q2: 73,646 shares 73,646 $7.68M 0.01% -5,420 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,258 shares; 2024Q4: 203,671 shares; 2025Q1: 216,953 shares; 2025Q2: 228,520 shares 228,520 $7.67M 0.01% +11,567 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,301 shares; 2024Q4: 28,844 shares; 2025Q1: 35,454 shares; 2025Q2: 41,631 shares 41,631 $7.63M 0.01% +6,177 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 288,647 shares; 2024Q4: 452,197 shares; 2025Q1: 485,233 shares; 2025Q2: 724,809 shares 724,809 $7.62M 0.01% +239,576 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,502 shares; 2024Q4: 133,210 shares; 2025Q1: 130,155 shares; 2025Q2: 121,939 shares 121,939 $7.58M 0.01% -8,216 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,791 shares; 2024Q4: 19,918 shares; 2025Q1: 23,908 shares; 2025Q2: 38,224 shares 38,224 $7.56M 0.01% +14,316 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,930 shares; 2024Q4: 413,870 shares; 2025Q1: 439,370 shares; 2025Q2: 463,259 shares 463,259 $7.54M 0.01% +23,889 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,257 shares; 2024Q4: 106,838 shares; 2025Q1: 93,576 shares; 2025Q2: 99,420 shares 99,420 $7.54M 0.01% +5,844 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,628 shares; 2024Q4: 166,960 shares; 2025Q1: 209,234 shares; 2025Q2: 175,303 shares 175,303 $7.52M 0.01% -33,931 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,170 shares; 2024Q4: 44,315 shares; 2025Q1: 48,080 shares; 2025Q2: 46,462 shares 46,462 $7.51M 0.01% -1,618 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,984 shares; 2024Q4: 64,870 shares; 2025Q1: 67,252 shares; 2025Q2: 61,146 shares 61,146 $7.5M 0.01% -6,106 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,734 shares; 2024Q4: 82,083 shares; 2025Q1: 79,786 shares; 2025Q2: 66,031 shares 66,031 $7.5M 0.01% -13,755 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,325 shares; 2024Q4: 160,786 shares; 2025Q1: 162,114 shares; 2025Q2: 185,386 shares 185,386 $7.49M 0.01% +23,272 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,493 shares; 2024Q4: 67,120 shares; 2025Q1: 67,512 shares; 2025Q2: 71,080 shares 71,080 $7.46M 0.01% +3,568 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,271 shares; 2024Q4: 257,635 shares; 2025Q1: 270,702 shares; 2025Q2: 279,456 shares 279,456 $7.46M 0.01% +8,754 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 634,068 shares; 2024Q4: 691,852 shares; 2025Q1: 587,747 shares; 2025Q2: 400,954 shares 400,954 $7.45M 0.01% -186,793 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,520 shares; 2024Q4: 75,250 shares; 2025Q1: 75,882 shares; 2025Q2: 63,650 shares 63,650 $7.45M 0.01% -12,232 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,380 shares; 2024Q4: 266,436 shares; 2025Q1: 258,152 shares; 2025Q2: 228,073 shares 228,073 $7.44M 0.01% -30,079 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,355 shares; 2024Q4: 172,096 shares; 2025Q1: 199,950 shares; 2025Q2: 188,071 shares 188,071 $7.44M 0.01% -11,879 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,072 shares; 2024Q4: 72,088 shares; 2025Q1: 68,208 shares; 2025Q2: 71,067 shares 71,067 $7.4M 0.01% +2,859 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,829 shares; 2024Q4: 190,438 shares; 2025Q1: 208,549 shares; 2025Q2: 215,169 shares 215,169 $7.4M 0.01% +6,620 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,611 shares; 2024Q4: 62,930 shares; 2025Q1: 62,910 shares; 2025Q2: 69,449 shares 69,449 $7.39M 0.01% +6,539 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,694 shares; 2024Q4: 29,396 shares; 2025Q1: 30,523 shares; 2025Q2: 31,775 shares 31,775 $7.39M 0.01% +1,252 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,610 shares; 2024Q4: 397,761 shares; 2025Q1: 789,662 shares; 2025Q2: 785,034 shares 785,034 $7.36M 0.01% -4,628 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,377 shares; 2024Q4: 42,648 shares; 2025Q1: 42,236 shares; 2025Q2: 45,577 shares 45,577 $7.35M 0.01% +3,341 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,375 shares; 2024Q4: 106,656 shares; 2025Q1: 95,157 shares; 2025Q2: 66,922 shares 66,922 $7.35M 0.01% -28,235 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,864 shares; 2024Q4: 34,003 shares; 2025Q1: 37,748 shares; 2025Q2: 38,789 shares 38,789 $7.34M 0.01% +1,041 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,700 shares; 2024Q4: 96,994 shares; 2025Q1: 93,633 shares; 2025Q2: 93,737 shares 93,737 $7.31M 0.01% +104 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,130 shares; 2024Q4: 31,554 shares; 2025Q1: 30,416 shares; 2025Q2: 31,307 shares 31,307 $7.3M 0.01% +891 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,879 shares; 2024Q4: 157,768 shares; 2025Q1: 163,456 shares; 2025Q2: 88,800 shares 88,800 $7.3M 0.01% -74,656 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 16,949 shares; 2025Q1: 20,559 shares; 2025Q2: 23,806 shares 23,806 $7.3M 0.01% +3,247 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614,090 shares; 2024Q4: 579,488 shares; 2025Q1: 355,267 shares; 2025Q2: 356,230 shares 356,230 $7.29M 0.01% +963 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,904 shares; 2024Q4: 42,555 shares; 2025Q1: 42,866 shares; 2025Q2: 40,119 shares 40,119 $7.26M 0.01% -2,747 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,560 shares; 2024Q4: 497,106 shares; 2025Q1: 488,958 shares; 2025Q2: 428,920 shares 428,920 $7.24M 0.01% -60,038 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,132 shares; 2024Q4: 98,273 shares; 2025Q1: 73,013 shares; 2025Q2: 68,117 shares 68,117 $7.24M 0.01% -4,896 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,956 shares; 2024Q4: 61,176 shares; 2025Q1: 64,058 shares; 2025Q2: 91,561 shares 91,561 $7.23M 0.01% +27,503 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,127 shares; 2024Q4: 136,363 shares; 2025Q1: 132,906 shares; 2025Q2: 118,474 shares 118,474 $7.2M 0.01% -14,432 Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,423 shares; 2024Q4: 374,577 shares; 2025Q1: 185,121 shares; 2025Q2: 150,470 shares 150,470 $7.16M 0.01% -34,651 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,712 shares; 2024Q4: 88,549 shares; 2025Q1: 88,044 shares; 2025Q2: 93,379 shares 93,379 $7.16M 0.01% +5,335 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441,673 shares; 2024Q4: 442,067 shares; 2025Q1: 426,982 shares; 2025Q2: 471,176 shares 471,176 $7.12M 0.01% +44,194 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,073 shares; 2024Q4: 285,395 shares; 2025Q1: 198,727 shares; 2025Q2: 278,846 shares 278,846 $7.11M 0.01% +80,119 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,047 shares; 2024Q4: 97,178 shares; 2025Q1: 123,063 shares; 2025Q2: 120,732 shares 120,732 $7.1M 0.01% -2,331 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,248 shares; 2024Q4: 438,198 shares; 2025Q1: 391,552 shares; 2025Q2: 461,634 shares 461,634 $7.1M 0.01% +70,082 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,612 shares; 2024Q4: 216,276 shares; 2025Q1: 178,061 shares; 2025Q2: 225,956 shares 225,956 $7.1M 0.01% +47,895 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,896 shares; 2024Q4: 54,990 shares; 2025Q1: 57,844 shares; 2025Q2: 57,062 shares 57,062 $7.07M 0.01% -782 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,433 shares; 2024Q4: 132,697 shares; 2025Q1: 160,023 shares; 2025Q2: 160,940 shares 160,940 $7.06M 0.01% +917 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317,864 shares; 2024Q4: 333,602 shares; 2025Q1: 358,232 shares; 2025Q2: 371,048 shares 371,048 $7.05M 0.01% +12,816 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,032 shares; 2024Q4: 78,399 shares; 2025Q1: 79,852 shares; 2025Q2: 82,538 shares 82,538 $7.03M 0.01% +2,686 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,666 shares; 2024Q4: 435,141 shares; 2025Q1: 401,782 shares; 2025Q2: 454,019 shares 454,019 $7.02M 0.01% +52,237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 951,769 shares; 2024Q4: 651,076 shares; 2025Q1: 660,337 shares; 2025Q2: 630,329 shares 630,329 $7.02M 0.01% -30,008 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,322 shares; 2024Q4: 66,046 shares; 2025Q1: 68,199 shares; 2025Q2: 73,660 shares 73,660 $7M 0.01% +5,461 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,554 shares; 2024Q4: 25,671 shares; 2025Q1: 32,140 shares; 2025Q2: 37,752 shares 37,752 $6.99M 0.01% +5,612 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,002 shares; 2024Q4: 281,872 shares; 2025Q1: 280,059 shares; 2025Q2: 382,804 shares 382,804 $6.98M 0.01% +102,745 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,054 shares; 2024Q4: 70,337 shares; 2025Q1: 91,800 shares; 2025Q2: 101,752 shares 101,752 $6.97M 0.01% +9,952 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,716 shares; 2024Q4: 310,943 shares; 2025Q1: 152,203 shares; 2025Q2: 134,856 shares 134,856 $6.96M 0.01% -17,347 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,221 shares; 2024Q4: 52,909 shares; 2025Q1: 51,249 shares; 2025Q2: 57,854 shares 57,854 $6.96M 0.01% +6,605 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,841 shares; 2024Q4: 114,374 shares; 2025Q1: 115,748 shares; 2025Q2: 104,233 shares 104,233 $6.96M 0.01% -11,515 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,951 shares; 2024Q4: 56,860 shares; 2025Q1: 35,862 shares; 2025Q2: 100,953 shares 100,953 $6.94M 0.01% +65,091 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,111 shares; 2024Q4: 42,002 shares; 2025Q1: 44,068 shares; 2025Q2: 49,483 shares 49,483 $6.93M 0.01% +5,415 Timeline RSPT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,114 shares; 2024Q4: 230,625 shares; 2025Q1: 212,611 shares; 2025Q2: 169,820 shares 169,820 $6.93M 0.01% -42,791 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,904 shares; 2024Q4: 202,215 shares; 2025Q1: 203,486 shares; 2025Q2: 208,122 shares 208,122 $6.92M 0.01% +4,636 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,255 shares; 2024Q4: 221,908 shares; 2025Q1: 214,012 shares; 2025Q2: 104,452 shares 104,452 $6.89M 0.01% -109,560 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,861 shares; 2024Q4: 70,614 shares; 2025Q1: 76,036 shares; 2025Q2: 81,890 shares 81,890 $6.88M 0.01% +5,854 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,975 shares; 2024Q4: 580,594 shares; 2025Q1: 656,715 shares; 2025Q2: 576,183 shares 576,183 $6.87M 0.01% -80,532 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,474 shares; 2024Q4: 52,607 shares; 2025Q1: 54,517 shares; 2025Q2: 53,272 shares 53,272 $6.85M 0.01% -1,245 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,491 shares; 2024Q4: 500,246 shares; 2025Q1: 460,870 shares; 2025Q2: 464,882 shares 464,882 $6.81M 0.01% +4,012 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,932 shares; 2024Q4: 56,221 shares; 2025Q1: 79,947 shares; 2025Q2: 94,140 shares 94,140 $6.8M 0.01% +14,193 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,924 shares; 2024Q4: 58,439 shares; 2025Q1: 58,113 shares; 2025Q2: 73,748 shares 73,748 $6.77M 0.01% +15,635 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,318 shares; 2024Q4: 227,386 shares; 2025Q1: 222,629 shares; 2025Q2: 167,238 shares 167,238 $6.75M 0.01% -55,391 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,838 shares; 2024Q4: 17,557 shares; 2025Q1: 17,709 shares; 2025Q2: 27,338 shares 27,338 $6.74M 0.01% +9,629 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,432 shares; 2024Q4: 153,951 shares; 2025Q1: 151,797 shares; 2025Q2: 172,530 shares 172,530 $6.72M 0.01% +20,733 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,110 shares; 2024Q4: 103,615 shares; 2025Q1: 100,160 shares; 2025Q2: 119,770 shares 119,770 $6.71M 0.01% +19,610 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,917 shares; 2024Q4: 106,256 shares; 2025Q1: 101,978 shares; 2025Q2: 107,159 shares 107,159 $6.71M 0.01% +5,181 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,274 shares; 2024Q4: 137,022 shares; 2025Q1: 39,683 shares; 2025Q2: 52,191 shares 52,191 $6.71M 0.01% +12,508 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 207,610 shares; 2024Q4: 207,067 shares; 2025Q1: 425,026 shares; 2025Q2: 77,647 shares 77,647 $6.71M 0.01% -347,379 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,637 shares; 2024Q4: 132,346 shares; 2025Q1: 112,923 shares; 2025Q2: 110,953 shares 110,953 $6.67M 0.01% -1,970 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,932 shares 85,932 $6.67M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,699 shares; 2024Q4: 58,055 shares; 2025Q1: 62,858 shares; 2025Q2: 68,928 shares 68,928 $6.67M 0.01% +6,070 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,647 shares; 2024Q4: 137,940 shares; 2025Q1: 141,558 shares; 2025Q2: 128,803 shares 128,803 $6.67M 0.01% -12,755 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 247,324 shares 247,324 $6.65M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,018 shares; 2025Q2: 179,979 shares 179,979 $6.62M 0.01% +161,961 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,655 shares; 2024Q4: 171,632 shares; 2025Q1: 180,361 shares; 2025Q2: 202,744 shares 202,744 $6.62M 0.01% +22,383 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,377 shares; 2024Q4: 30,929 shares; 2025Q1: 42,539 shares; 2025Q2: 24,500 shares 24,500 $6.62M 0.01% -18,039 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,643 shares; 2024Q4: 115,396 shares; 2025Q1: 134,969 shares; 2025Q2: 145,237 shares 145,237 $6.6M 0.01% +10,268 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 407,264 shares; 2024Q4: 408,121 shares; 2025Q1: 343,695 shares; 2025Q2: 215,335 shares 215,335 $6.58M 0.01% -128,360 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 391,110 shares; 2024Q4: 391,297 shares; 2025Q1: 391,929 shares; 2025Q2: 423,473 shares 423,473 $6.55M 0.01% +31,544 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,096 shares; 2024Q4: 146,605 shares; 2025Q1: 158,127 shares; 2025Q2: 151,541 shares 151,541 $6.54M 0.01% -6,586 Timeline JMBS 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,171 shares; 2024Q4: 109,613 shares; 2025Q1: 123,782 shares; 2025Q2: 144,943 shares 144,943 $6.53M 0.01% +21,161 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,099 shares; 2024Q4: 16,113 shares; 2025Q1: 14,925 shares; 2025Q2: 14,911 shares 14,911 $6.51M 0.01% -14 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,847 shares; 2024Q4: 127,441 shares; 2025Q1: 131,990 shares; 2025Q2: 124,242 shares 124,242 $6.51M 0.01% -7,748 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,264 shares; 2024Q4: 50,152 shares; 2025Q1: 57,014 shares; 2025Q2: 95,637 shares 95,637 $6.5M 0.01% +38,623 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,589 shares; 2024Q4: 118,148 shares; 2025Q1: 131,083 shares; 2025Q2: 125,856 shares 125,856 $6.5M 0.01% -5,227 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,263 shares; 2024Q4: 114,854 shares; 2025Q1: 129,903 shares; 2025Q2: 124,989 shares 124,989 $6.48M 0.01% -4,914 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,925 shares; 2024Q4: 70,925 shares; 2025Q1: 66,125 shares; 2025Q2: 66,746 shares 66,746 $6.47M 0.01% +621 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,683 shares; 2024Q4: 245,579 shares; 2025Q1: 245,930 shares; 2025Q2: 248,454 shares 248,454 $6.46M 0.01% +2,524 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,634 shares; 2024Q4: 23,709 shares; 2025Q1: 68,183 shares; 2025Q2: 74,767 shares 74,767 $6.46M 0.01% +6,584 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,361 shares; 2024Q4: 51,635 shares; 2025Q1: 47,720 shares; 2025Q2: 46,459 shares 46,459 $6.44M 0.01% -1,261 IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,919 shares; 2024Q4: 43,811 shares; 2025Q1: 35,099 shares; 2025Q2: 45,148 shares 45,148 $6.43M 0.01% +10,049 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,044 shares; 2024Q4: 125,769 shares; 2025Q1: 126,593 shares; 2025Q2: 143,211 shares 143,211 $6.41M 0.01% +16,618 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,395 shares; 2024Q4: 67,166 shares; 2025Q1: 61,580 shares; 2025Q2: 75,775 shares 75,775 $6.38M 0.01% +14,195 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 229,004 shares; 2024Q4: 234,830 shares; 2025Q1: 122,181 shares; 2025Q2: 129,680 shares 129,680 $6.38M 0.01% +7,499 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,144 shares; 2024Q4: 117,528 shares; 2025Q1: 112,799 shares; 2025Q2: 72,557 shares 72,557 $6.37M 0.01% -40,242 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,265 shares; 2024Q4: 18,003 shares; 2025Q1: 18,905 shares; 2025Q2: 18,727 shares 18,727 $6.33M 0.01% -178 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,901 shares; 2024Q4: 556,084 shares; 2025Q1: 625,280 shares; 2025Q2: 558,672 shares 558,672 $6.31M 0.01% -66,608 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,347 shares; 2024Q4: 18,141 shares; 2025Q1: 18,007 shares; 2025Q2: 18,524 shares 18,524 $6.3M 0.01% +517 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,403 shares; 2024Q4: 19,014 shares; 2025Q1: 20,020 shares; 2025Q2: 18,675 shares 18,675 $6.29M 0.01% -1,345 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,474 shares; 2024Q4: 167,224 shares; 2025Q1: 150,330 shares; 2025Q2: 231,932 shares 231,932 $6.27M 0.01% +81,602 Timeline VIOO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,803 shares; 2024Q4: 54,821 shares; 2025Q1: 56,343 shares; 2025Q2: 61,914 shares 61,914 $6.27M 0.01% +5,571 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,711 shares; 2024Q4: 36,167 shares; 2025Q1: 34,534 shares; 2025Q2: 33,121 shares 33,121 $6.23M 0.01% -1,413 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,071 shares; 2024Q4: 269,057 shares; 2025Q1: 256,772 shares; 2025Q2: 246,005 shares 246,005 $6.22M 0.01% -10,767 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,627 shares; 2024Q4: 110,989 shares; 2025Q1: 86,940 shares; 2025Q2: 88,858 shares 88,858 $6.21M 0.01% +1,918 Timeline SouthState Corp SouthState Corp More: the full row for SouthState Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,573 shares; 2024Q4: 59,591 shares; 2025Q1: 61,354 shares; 2025Q2: 67,398 shares 67,398 $6.2M 0.01% +6,044 IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,232 shares; 2024Q4: 147,062 shares; 2025Q1: 76,940 shares; 2025Q2: 74,560 shares 74,560 $6.2M 0.01% -2,380 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,332 shares; 2024Q4: 32,884 shares; 2025Q1: 34,242 shares; 2025Q2: 32,755 shares 32,755 $6.19M 0.01% -1,487 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,885 shares; 2024Q4: 183,490 shares; 2025Q1: 288,647 shares; 2025Q2: 296,490 shares 296,490 $6.17M 0.01% +7,843 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,009 shares; 2024Q4: 38,823 shares; 2025Q1: 40,509 shares; 2025Q2: 37,606 shares 37,606 $6.16M 0.01% -2,903 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,686 shares; 2024Q4: 34,413 shares; 2025Q1: 51,994 shares; 2025Q2: 64,088 shares 64,088 $6.15M 0.01% +12,094 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,653 shares; 2024Q4: 88,047 shares; 2025Q1: 86,693 shares; 2025Q2: 86,882 shares 86,882 $6.15M 0.01% +189 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,082 shares; 2024Q4: 30,845 shares; 2025Q1: 415,766 shares; 2025Q2: 414,630 shares 414,630 $6.14M 0.01% -1,136 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,551 shares; 2024Q4: 227,484 shares; 2025Q1: 207,265 shares; 2025Q2: 202,696 shares 202,696 $6.11M 0.01% -4,569 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,780 shares; 2024Q4: 63,870 shares; 2025Q1: 54,960 shares; 2025Q2: 55,336 shares 55,336 $6.08M 0.01% +376 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,660 shares; 2024Q4: 93,478 shares; 2025Q1: 84,900 shares; 2025Q2: 78,432 shares 78,432 $6.08M 0.01% -6,468 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,355 shares; 2024Q4: 114,639 shares; 2025Q1: 133,816 shares; 2025Q2: 177,693 shares 177,693 $6.07M 0.01% +43,877 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,954 shares; 2024Q4: 23,352 shares; 2025Q1: 49,250 shares; 2025Q2: 61,041 shares 61,041 $6.07M 0.01% +11,791 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,496 shares; 2024Q4: 345,606 shares; 2025Q1: 316,147 shares; 2025Q2: 291,755 shares 291,755 $6.05M 0.01% -24,392 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,673 shares; 2024Q4: 40,035 shares; 2025Q1: 19,605 shares; 2025Q2: 19,067 shares 19,067 $6.05M 0.01% -538 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,138 shares; 2024Q4: 8,138 shares; 2025Q1: not reported; 2025Q2: 119,986 shares 119,986 $6.04M 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,289 shares; 2024Q4: 88,103 shares; 2025Q1: 80,542 shares; 2025Q2: 94,231 shares 94,231 $6.03M 0.01% +13,689 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 533,494 shares; 2024Q4: 507,447 shares; 2025Q1: 389,547 shares; 2025Q2: 372,047 shares 372,047 $6.02M 0.01% -17,500 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,808 shares; 2024Q4: 73,257 shares; 2025Q1: 138,390 shares; 2025Q2: 95,195 shares 95,195 $6.01M 0.01% -43,195 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,229 shares 94,229 $6M 0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,422 shares; 2024Q4: 45,933 shares; 2025Q1: 47,086 shares; 2025Q2: 49,328 shares 49,328 $5.99M 0.01% +2,242 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,692 shares; 2024Q4: 174,519 shares; 2025Q1: 202,065 shares; 2025Q2: 230,493 shares 230,493 $5.98M 0.01% +28,428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,081 shares; 2024Q4: 69,884 shares; 2025Q1: 79,765 shares; 2025Q2: 81,596 shares 81,596 $5.98M 0.01% +1,831 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,961 shares; 2024Q4: 49,290 shares; 2025Q1: 82,936 shares; 2025Q2: 150,320 shares 150,320 $5.96M 0.01% +67,384 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 423,341 shares; 2024Q4: 413,937 shares; 2025Q1: 424,427 shares; 2025Q2: 423,164 shares 423,164 $5.95M 0.01% -1,263 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,106 shares; 2024Q4: 55,175 shares; 2025Q1: 47,025 shares; 2025Q2: 39,849 shares 39,849 $5.95M 0.01% -7,176 IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,991 shares; 2024Q4: 75,318 shares; 2025Q1: 75,347 shares; 2025Q2: 74,517 shares 74,517 $5.94M 0.01% -830 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,342 shares; 2024Q4: 95,707 shares; 2025Q1: 95,508 shares; 2025Q2: 123,688 shares 123,688 $5.93M 0.01% +28,180 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,127,337 shares; 2024Q4: 1,153,023 shares; 2025Q1: 219,393 shares; 2025Q2: 254,106 shares 254,106 $5.93M 0.01% +34,713 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,351 shares; 2024Q4: 415,739 shares; 2025Q1: 387,865 shares; 2025Q2: 434,589 shares 434,589 $5.92M 0.01% +46,724 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,582 shares; 2024Q4: 70,709 shares; 2025Q1: 79,420 shares; 2025Q2: 84,522 shares 84,522 $5.92M 0.01% +5,102 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 384,973 shares; 2024Q4: 296,568 shares; 2025Q1: 324,460 shares; 2025Q2: 337,680 shares 337,680 $5.91M 0.01% +13,220 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,264 shares; 2024Q4: 137,458 shares; 2025Q1: 113,683 shares; 2025Q2: 67,206 shares 67,206 $5.9M 0.01% -46,477 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,200 shares; 2024Q4: 97,908 shares; 2025Q1: 94,760 shares; 2025Q2: 92,210 shares 92,210 $5.9M 0.01% -2,550 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,427 shares 71,427 $5.9M 0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,967 shares; 2024Q4: 55,295 shares; 2025Q1: 54,714 shares; 2025Q2: 73,606 shares 73,606 $5.9M 0.01% +18,892 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,329 shares; 2024Q4: 23,075 shares; 2025Q1: 23,039 shares; 2025Q2: 24,314 shares 24,314 $5.88M 0.01% +1,275 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339,994 shares; 2024Q4: 339,635 shares; 2025Q1: 76,339 shares; 2025Q2: 82,344 shares 82,344 $5.88M 0.01% +6,005 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 5,418 shares; 2025Q1: 4,908 shares; 2025Q2: 4,842 shares 4,842 $5.87M 0.01% -66 SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,153 shares; 2024Q4: 209,624 shares; 2025Q1: 239,060 shares; 2025Q2: 340,161 shares 340,161 $5.87M 0.01% +101,101 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205,057 shares 205,057 $5.87M 0.01% new Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,131 shares; 2024Q4: 79,394 shares; 2025Q1: 51,197 shares; 2025Q2: 110,891 shares 110,891 $5.86M 0.01% +59,694 Timeline CEF 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,903 shares; 2024Q4: 193,746 shares; 2025Q1: 194,982 shares; 2025Q2: 194,699 shares 194,699 $5.86M 0.01% -283 Timeline PAR PAR TECHNOLOGY CORP More: the full row for PAR TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,048 shares; 2024Q4: 92,375 shares; 2025Q1: 68,626 shares; 2025Q2: 84,419 shares 84,419 $5.86M 0.01% +15,793 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,255 shares; 2024Q4: 106,669 shares; 2025Q1: 123,108 shares; 2025Q2: 115,993 shares 115,993 $5.82M 0.01% -7,115 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,873 shares; 2025Q2: 363,192 shares 363,192 $5.8M 0.01% +298,319 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,813 shares; 2024Q4: 44,966 shares; 2025Q1: 23,782 shares; 2025Q2: 23,584 shares 23,584 $5.8M 0.01% -198 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,244 shares; 2024Q4: 42,039 shares; 2025Q1: 42,406 shares; 2025Q2: 46,206 shares 46,206 $5.75M 0.01% +3,800 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,261 shares; 2024Q4: 54,468 shares; 2025Q1: 68,872 shares; 2025Q2: 84,125 shares 84,125 $5.74M 0.01% +15,253 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505,514 shares; 2024Q4: 522,474 shares; 2025Q1: 677,342 shares; 2025Q2: 659,535 shares 659,535 $5.73M 0.01% -17,807 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,950 shares; 2024Q4: 110,728 shares; 2025Q1: 108,486 shares; 2025Q2: 106,067 shares 106,067 $5.72M 0.01% -2,419 Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 871,539 shares; 2024Q4: 967,838 shares; 2025Q1: 864,322 shares; 2025Q2: 917,982 shares 917,982 $5.72M 0.01% +53,660 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,880 shares; 2024Q4: 137,065 shares; 2025Q1: 134,201 shares; 2025Q2: 130,963 shares 130,963 $5.71M 0.01% -3,238 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 2,873 shares; 2025Q1: 7,359 shares; 2025Q2: 25,523 shares 25,523 $5.7M 0.01% +18,164 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,763 shares; 2024Q4: 160,188 shares; 2025Q1: 160,464 shares; 2025Q2: 200,628 shares 200,628 $5.7M 0.01% +40,164 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,377 shares; 2024Q4: 65,439 shares; 2025Q1: 63,214 shares; 2025Q2: 60,545 shares 60,545 $5.7M 0.01% -2,669 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,530 shares; 2024Q4: 96,036 shares; 2025Q1: 93,359 shares; 2025Q2: 93,120 shares 93,120 $5.69M 0.01% -239 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,579 shares; 2024Q4: 105,534 shares; 2025Q1: 119,780 shares; 2025Q2: 98,156 shares 98,156 $5.67M 0.01% -21,624 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,688 shares; 2024Q4: 140,375 shares; 2025Q1: 137,869 shares; 2025Q2: 139,100 shares 139,100 $5.67M 0.01% +1,231 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,430 shares; 2024Q4: 174,026 shares; 2025Q1: 177,329 shares; 2025Q2: 177,547 shares 177,547 $5.67M 0.01% +218 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,387 shares; 2024Q4: 29,273 shares; 2025Q1: 30,474 shares; 2025Q2: 27,135 shares 27,135 $5.67M 0.01% -3,339 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,402 shares; 2024Q4: 14,121 shares; 2025Q1: 24,626 shares; 2025Q2: 20,558 shares 20,558 $5.64M 0.01% -4,068 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,833 shares; 2024Q4: 592,764 shares; 2025Q1: 535,031 shares; 2025Q2: 530,386 shares 530,386 $5.62M 0.01% -4,645 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,037 shares; 2024Q4: 126,763 shares; 2025Q1: 57,900 shares; 2025Q2: 56,515 shares 56,515 $5.62M 0.01% -1,385 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,335 shares; 2024Q4: 89,736 shares; 2025Q1: 110,214 shares; 2025Q2: 135,351 shares 135,351 $5.59M 0.01% +25,137 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,835 shares; 2024Q4: 223,335 shares; 2025Q1: 173,968 shares; 2025Q2: 210,474 shares 210,474 $5.59M 0.01% +36,506 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,727 shares; 2024Q4: 90,033 shares; 2025Q1: 93,833 shares; 2025Q2: 99,576 shares 99,576 $5.59M 0.01% +5,743 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,832 shares; 2024Q4: 9,433 shares; 2025Q1: 10,287 shares; 2025Q2: 10,105 shares 10,105 $5.57M 0.01% -182 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,715 shares; 2024Q4: 7,465 shares; 2025Q1: 24,667 shares; 2025Q2: 131,469 shares 131,469 $5.56M 0.01% +106,802 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,892 shares; 2024Q4: 30,620 shares; 2025Q1: 20,644 shares; 2025Q2: 13,574 shares 13,574 $5.54M 0.01% -7,070 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,818 shares; 2024Q4: 344,068 shares; 2025Q1: 414,492 shares; 2025Q2: 433,067 shares 433,067 $5.54M 0.01% +18,575 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,732 shares; 2024Q4: 56,733 shares; 2025Q1: 42,089 shares; 2025Q2: 47,685 shares 47,685 $5.54M 0.01% +5,596 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,929 shares; 2024Q4: 70,483 shares; 2025Q1: 76,862 shares; 2025Q2: 79,661 shares 79,661 $5.52M 0.01% +2,799 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,194 shares; 2024Q4: 71,593 shares; 2025Q1: 67,864 shares; 2025Q2: 66,431 shares 66,431 $5.52M 0.01% -1,433 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459,171 shares; 2024Q4: 489,476 shares; 2025Q1: 478,681 shares; 2025Q2: 506,837 shares 506,837 $5.5M 0.01% +28,156 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563,420 shares; 2024Q4: 268,342 shares; 2025Q1: 180,807 shares; 2025Q2: 183,551 shares 183,551 $5.5M 0.01% +2,744 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,256 shares; 2024Q4: 116,676 shares; 2025Q1: 194,541 shares; 2025Q2: 186,325 shares 186,325 $5.48M 0.01% -8,216 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,968 shares; 2024Q4: 143,354 shares; 2025Q1: 219,899 shares; 2025Q2: 229,189 shares 229,189 $5.47M 0.01% +9,290 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,382 shares; 2024Q4: 87,325 shares; 2025Q1: 70,328 shares; 2025Q2: 70,451 shares 70,451 $5.46M 0.01% +123 Timeline PFFA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,769 shares; 2024Q4: 391,191 shares; 2025Q1: 217,582 shares; 2025Q2: 262,105 shares 262,105 $5.46M 0.01% +44,523 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,808 shares; 2024Q4: 53,239 shares; 2025Q1: 48,042 shares; 2025Q2: 49,950 shares 49,950 $5.45M 0.01% +1,908 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,854 shares; 2024Q4: 26,880 shares; 2025Q1: 35,237 shares; 2025Q2: 54,002 shares 54,002 $5.43M 0.01% +18,765 Timeline YEAR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,553 shares; 2024Q4: 53,394 shares; 2025Q1: 92,043 shares; 2025Q2: 106,901 shares 106,901 $5.42M 0.01% +14,858 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,166 shares; 2024Q4: 62,030 shares; 2025Q1: 60,980 shares; 2025Q2: 68,952 shares 68,952 $5.39M 0.01% +7,972 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: 12,720 shares; 2025Q1: 12,448 shares; 2025Q2: 18,821 shares 18,821 $5.36M 0.01% +6,373 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,186 shares; 2024Q4: 156,110 shares; 2025Q1: 152,464 shares; 2025Q2: 165,070 shares 165,070 $5.35M 0.01% +12,606 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 222,671 shares; 2024Q4: 250,429 shares; 2025Q1: 224,676 shares; 2025Q2: 237,998 shares 237,998 $5.35M 0.01% +13,322 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,433 shares; 2024Q4: 282,156 shares; 2025Q1: 283,978 shares; 2025Q2: 292,547 shares 292,547 $5.35M 0.01% +8,569 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,248 shares; 2024Q4: 9,248 shares; 2025Q1: 108,123 shares; 2025Q2: 171,724 shares 171,724 $5.33M 0.01% +63,601 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,656 shares; 2024Q4: 54,949 shares; 2025Q1: 74,746 shares; 2025Q2: 92,193 shares 92,193 $5.32M 0.01% +17,447 Timeline FXD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,977 shares; 2024Q4: 125,011 shares; 2025Q1: 114,962 shares; 2025Q2: 83,278 shares 83,278 $5.28M 0.01% -31,684 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,346 shares; 2024Q4: 38,882 shares; 2025Q1: 32,396 shares; 2025Q2: 29,674 shares 29,674 $5.28M 0.01% -2,722 Timeline FYC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,607 shares; 2024Q4: 52,126 shares; 2025Q1: 134,407 shares; 2025Q2: 66,248 shares 66,248 $5.27M 0.01% -68,159 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,597 shares; 2024Q4: 123,413 shares; 2025Q1: 391,557 shares; 2025Q2: 138,795 shares 138,795 $5.27M 0.01% -252,762 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,079 shares; 2024Q4: 130,810 shares; 2025Q1: 72,821 shares; 2025Q2: 72,341 shares 72,341 $5.27M 0.01% -480 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,834 shares; 2024Q4: 45,020 shares; 2025Q1: 45,020 shares; 2025Q2: 44,520 shares 44,520 $5.24M 0.01% -500 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,028 shares; 2024Q4: 16,268 shares; 2025Q1: 14,618 shares; 2025Q2: 19,198 shares 19,198 $5.24M 0.01% +4,580 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,525 shares; 2024Q4: 201,142 shares; 2025Q1: 201,129 shares; 2025Q2: 196,609 shares 196,609 $5.22M 0.01% -4,520 Timeline FINS ANGEL OAK FINL STRATEGIES IN More: the full row for ANGEL OAK FINL STRATEGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,413 shares; 2024Q4: 293,440 shares; 2025Q1: 325,364 shares; 2025Q2: 401,348 shares 401,348 $5.21M 0.01% +75,984 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,220 shares; 2024Q4: 44,107 shares; 2025Q1: 78,067 shares; 2025Q2: 44,060 shares 44,060 $5.2M 0.01% -34,007 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,563 shares; 2024Q4: 74,292 shares; 2025Q1: 56,893 shares; 2025Q2: 57,028 shares 57,028 $5.2M 0.01% +135 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,235 shares; 2024Q4: 106,421 shares; 2025Q1: 104,079 shares; 2025Q2: 104,609 shares 104,609 $5.19M 0.01% +530 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,010 shares; 2024Q4: 100,189 shares; 2025Q1: 107,259 shares; 2025Q2: 106,163 shares 106,163 $5.18M 0.01% -1,096 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,565 shares; 2024Q4: 61,611 shares; 2025Q1: 57,994 shares; 2025Q2: 56,027 shares 56,027 $5.17M 0.01% -1,967 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,814 shares; 2024Q4: 110,013 shares; 2025Q1: 103,749 shares; 2025Q2: 89,802 shares 89,802 $5.17M 0.01% -13,947 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,792 shares; 2024Q4: 400,927 shares; 2025Q1: 429,575 shares; 2025Q2: 433,333 shares 433,333 $5.17M 0.01% +3,758 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,263 shares; 2024Q4: 48,465 shares; 2025Q1: 91,143 shares; 2025Q2: 114,227 shares 114,227 $5.15M 0.01% +23,084 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 517 shares; 2025Q1: 545 shares; 2025Q2: 696 shares 696 $5.14M 0.01% +151 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 609,474 shares; 2024Q4: 615,581 shares; 2025Q1: 318,158 shares; 2025Q2: 437,413 shares 437,413 $5.14M <0.01% +119,255 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,299 shares; 2024Q4: 46,347 shares; 2025Q1: 42,869 shares; 2025Q2: 64,294 shares 64,294 $5.13M <0.01% +21,425 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,182 shares; 2024Q4: 21,162 shares; 2025Q1: 19,829 shares; 2025Q2: 19,936 shares 19,936 $5.11M <0.01% +107 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,842 shares; 2025Q1: 44,816 shares; 2025Q2: 225,242 shares 225,242 $5.11M <0.01% +180,426 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,304 shares; 2024Q4: 77,570 shares; 2025Q1: 92,691 shares; 2025Q2: 106,738 shares 106,738 $5.09M <0.01% +14,047 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,833 shares; 2024Q4: 24,462 shares; 2025Q1: 38,975 shares; 2025Q2: 40,809 shares 40,809 $5.08M <0.01% +1,834 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,926 shares; 2024Q4: 20,940 shares; 2025Q1: 22,071 shares; 2025Q2: 21,190 shares 21,190 $5.05M <0.01% -881 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,271 shares; 2024Q4: 88,230 shares; 2025Q1: 98,336 shares; 2025Q2: 108,785 shares 108,785 $5.03M <0.01% +10,449 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 183,157 shares 183,157 $5.03M <0.01% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,692 shares; 2024Q4: 127,664 shares; 2025Q1: 120,646 shares; 2025Q2: 119,307 shares 119,307 $5.03M <0.01% -1,339 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,314 shares; 2024Q4: 61,077 shares; 2025Q1: 57,722 shares; 2025Q2: 57,022 shares 57,022 $5.02M <0.01% -700 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 605,173 shares; 2024Q4: 565,233 shares; 2025Q1: 562,265 shares; 2025Q2: 602,562 shares 602,562 $5M <0.01% +40,297 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,603 shares; 2024Q4: 473,539 shares; 2025Q1: 209,085 shares; 2025Q2: 198,440 shares 198,440 $5M <0.01% -10,645 FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,702 shares; 2024Q4: 15,083 shares; 2025Q1: 49,137 shares; 2025Q2: 103,375 shares 103,375 $4.99M <0.01% +54,238 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,367 shares; 2024Q4: 120,425 shares; 2025Q1: 121,719 shares; 2025Q2: 117,211 shares 117,211 $4.97M <0.01% -4,508 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,769 shares; 2024Q4: 48,882 shares; 2025Q1: 46,946 shares; 2025Q2: 62,378 shares 62,378 $4.96M <0.01% +15,432 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,258 shares; 2024Q4: 69,426 shares; 2025Q1: 51,041 shares; 2025Q2: 49,580 shares 49,580 $4.96M <0.01% -1,461 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,475 shares; 2024Q4: 85,666 shares; 2025Q1: 81,833 shares; 2025Q2: 66,340 shares 66,340 $4.95M <0.01% -15,493 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,729 shares; 2024Q4: 275,728 shares; 2025Q1: 343,263 shares; 2025Q2: 270,209 shares 270,209 $4.95M <0.01% -73,054 Timeline TEQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,508 shares; 2024Q4: 186,340 shares; 2025Q1: 233,706 shares; 2025Q2: 116,297 shares 116,297 $4.95M <0.01% -117,409 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,635 shares; 2024Q4: 102,492 shares; 2025Q1: 102,972 shares; 2025Q2: 102,815 shares 102,815 $4.93M <0.01% -157 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,700 shares; 2024Q4: 97,826 shares; 2025Q1: 107,335 shares; 2025Q2: 193,861 shares 193,861 $4.93M <0.01% +86,526 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,961 shares; 2025Q1: 38,209 shares; 2025Q2: 70,584 shares 70,584 $4.89M <0.01% +32,375 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,011 shares; 2024Q4: 104,011 shares; 2025Q1: 104,673 shares; 2025Q2: 90,521 shares 90,521 $4.89M <0.01% -14,152 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,039 shares; 2024Q4: 43,101 shares; 2025Q1: 57,816 shares; 2025Q2: 61,169 shares 61,169 $4.88M <0.01% +3,353 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,169 shares; 2024Q4: 123,023 shares; 2025Q1: 117,561 shares; 2025Q2: 112,270 shares 112,270 $4.87M <0.01% -5,291 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,810 shares; 2024Q4: 46,984 shares; 2025Q1: 55,644 shares; 2025Q2: 51,266 shares 51,266 $4.87M <0.01% -4,378 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,589 shares; 2024Q4: 154,365 shares; 2025Q1: 178,443 shares; 2025Q2: 226,687 shares 226,687 $4.86M <0.01% +48,244 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,946 shares; 2024Q4: 8,047 shares; 2025Q1: 8,945 shares; 2025Q2: 10,182 shares 10,182 $4.85M <0.01% +1,237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,552 shares; 2024Q4: 30,139 shares; 2025Q1: 30,308 shares; 2025Q2: 30,520 shares 30,520 $4.85M <0.01% +212 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,835 shares; 2024Q4: 57,634 shares; 2025Q1: 70,069 shares; 2025Q2: 82,181 shares 82,181 $4.85M <0.01% +12,112 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,024 shares; 2024Q4: 393,016 shares; 2025Q1: 376,931 shares; 2025Q2: 352,381 shares 352,381 $4.84M <0.01% -24,550 Timeline PNQI 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,730 shares; 2024Q4: 44,892 shares; 2025Q1: 93,176 shares; 2025Q2: 92,478 shares 92,478 $4.83M <0.01% -698 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,478 shares; 2024Q4: 93,562 shares; 2025Q1: 86,828 shares; 2025Q2: 88,679 shares 88,679 $4.81M <0.01% +1,851 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,485 shares; 2024Q4: 32,606 shares; 2025Q1: 84,101 shares; 2025Q2: 153,863 shares 153,863 $4.81M <0.01% +69,762 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,881 shares; 2024Q4: 59,614 shares; 2025Q1: 84,184 shares; 2025Q2: 92,529 shares 92,529 $4.81M <0.01% +8,345 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,885 shares; 2024Q4: 58,401 shares; 2025Q1: 136,886 shares; 2025Q2: 158,009 shares 158,009 $4.81M <0.01% +21,123 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,891 shares; 2024Q4: 588,217 shares; 2025Q1: 629,798 shares; 2025Q2: 598,489 shares 598,489 $4.8M <0.01% -31,309 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,095 shares; 2024Q4: 60,630 shares; 2025Q1: 30,512 shares; 2025Q2: 29,662 shares 29,662 $4.79M <0.01% -850 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,995 shares; 2024Q4: 67,255 shares; 2025Q1: 87,038 shares; 2025Q2: 67,905 shares 67,905 $4.77M <0.01% -19,133 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,045 shares; 2024Q4: 110,493 shares; 2025Q1: 135,769 shares; 2025Q2: 97,842 shares 97,842 $4.76M <0.01% -37,927 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,741 shares; 2024Q4: 65,113 shares; 2025Q1: 32,343 shares; 2025Q2: 35,113 shares 35,113 $4.75M <0.01% +2,770 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,396 shares; 2024Q4: 76,227 shares; 2025Q1: 79,186 shares; 2025Q2: 83,277 shares 83,277 $4.75M <0.01% +4,091 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,219 shares; 2024Q4: 75,785 shares; 2025Q1: 83,305 shares; 2025Q2: 83,308 shares 83,308 $4.74M <0.01% +3 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,227 shares; 2024Q4: 78,372 shares; 2025Q1: 83,777 shares; 2025Q2: 79,897 shares 79,897 $4.73M <0.01% -3,880 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,894 shares; 2024Q4: 54,518 shares; 2025Q1: 47,392 shares; 2025Q2: 47,579 shares 47,579 $4.72M <0.01% +187 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,872 shares; 2024Q4: 124,689 shares; 2025Q1: 89,545 shares; 2025Q2: 68,594 shares 68,594 $4.71M <0.01% -20,951 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,702 shares; 2024Q4: 907,115 shares; 2025Q1: 480,240 shares; 2025Q2: 70,180 shares 70,180 $4.71M <0.01% -410,060 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,891 shares; 2024Q4: 79,237 shares; 2025Q1: 67,549 shares; 2025Q2: 93,689 shares 93,689 $4.7M <0.01% +26,140 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,271 shares; 2024Q4: 92,162 shares; 2025Q1: 81,264 shares; 2025Q2: 84,074 shares 84,074 $4.69M <0.01% +2,810 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,445 shares; 2024Q4: 51,118 shares; 2025Q1: 48,426 shares; 2025Q2: 48,266 shares 48,266 $4.68M <0.01% -160 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,054 shares; 2024Q4: 94,164 shares; 2025Q1: 95,196 shares; 2025Q2: 94,944 shares 94,944 $4.68M <0.01% -252 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,606 shares; 2024Q4: 22,168 shares; 2025Q1: 20,686 shares; 2025Q2: 20,458 shares 20,458 $4.67M <0.01% -228 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,814 shares; 2024Q4: 74,342 shares; 2025Q1: 69,607 shares; 2025Q2: 72,661 shares 72,661 $4.63M <0.01% +3,054 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,265 shares; 2024Q4: 127,170 shares; 2025Q1: 135,932 shares; 2025Q2: 128,539 shares 128,539 $4.62M <0.01% -7,393 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,555 shares; 2024Q4: 89,993 shares; 2025Q1: 81,992 shares; 2025Q2: 159,121 shares 159,121 $4.59M <0.01% +77,129 Timeline IETC 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,349 shares; 2025Q2: 48,758 shares 48,758 $4.58M <0.01% -35,591 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,010 shares; 2024Q4: 84,530 shares; 2025Q1: 86,311 shares; 2025Q2: 113,644 shares 113,644 $4.58M <0.01% +27,333 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,480 shares; 2024Q4: 63,856 shares; 2025Q1: 54,437 shares; 2025Q2: 51,929 shares 51,929 $4.57M <0.01% -2,508 Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,904,207 shares; 2024Q4: 1,581,205 shares; 2025Q1: 1,556,649 shares; 2025Q2: 1,522,890 shares 1,522,890 $4.57M <0.01% -33,759 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,472 shares; 2024Q4: 193,081 shares; 2025Q1: 83,498 shares; 2025Q2: 87,770 shares 87,770 $4.57M <0.01% +4,272 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,722 shares; 2024Q4: 78,739 shares; 2025Q1: 74,180 shares; 2025Q2: 74,379 shares 74,379 $4.57M <0.01% +199 Timeline HTRB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,091 shares; 2024Q4: 217,235 shares; 2025Q1: 24,424 shares; 2025Q2: 134,243 shares 134,243 $4.55M <0.01% +109,819 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 476,329 shares; 2024Q4: 232,463 shares; 2025Q1: 233,518 shares; 2025Q2: 142,762 shares 142,762 $4.53M <0.01% -90,756 Timeline PRGS PROGRESS SOFTWARE CORP More: the full row for PROGRESS SOFTWARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,796 shares; 2024Q4: 73,391 shares; 2025Q1: 72,875 shares; 2025Q2: 70,976 shares 70,976 $4.53M <0.01% -1,899 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,143 shares; 2024Q4: 64,627 shares; 2025Q1: 41,391 shares; 2025Q2: 43,062 shares 43,062 $4.53M <0.01% +1,671 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,012 shares; 2024Q4: 27,515 shares; 2025Q1: 27,656 shares; 2025Q2: 27,541 shares 27,541 $4.51M <0.01% -115 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,080 shares; 2024Q4: 58,764 shares; 2025Q1: 63,203 shares; 2025Q2: 92,900 shares 92,900 $4.49M <0.01% +29,697 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,318 shares; 2024Q4: 13,774 shares; 2025Q1: 11,041 shares; 2025Q2: 10,972 shares 10,972 $4.49M <0.01% -69 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,757 shares; 2024Q4: 67,380 shares; 2025Q1: 67,827 shares; 2025Q2: 66,362 shares 66,362 $4.48M <0.01% -1,465 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,421 shares; 2024Q4: 65,935 shares; 2025Q1: 174,115 shares; 2025Q2: 152,924 shares 152,924 $4.48M <0.01% -21,191 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,830 shares; 2024Q4: 10,017 shares; 2025Q1: 7,073 shares; 2025Q2: 13,700 shares 13,700 $4.47M <0.01% +6,627 Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,693 shares; 2024Q4: 105,697 shares; 2025Q1: 106,202 shares; 2025Q2: 107,112 shares 107,112 $4.47M <0.01% +910 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,155 shares; 2024Q4: 78,331 shares; 2025Q1: 43,648 shares; 2025Q2: 43,413 shares 43,413 $4.46M <0.01% -235 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,219 shares; 2024Q4: 29,252 shares; 2025Q1: 31,786 shares; 2025Q2: 26,620 shares 26,620 $4.46M <0.01% -5,166 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,222 shares; 2024Q4: 190,952 shares; 2025Q1: 199,640 shares; 2025Q2: 185,460 shares 185,460 $4.45M <0.01% -14,180 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,400 shares; 2024Q4: 92,824 shares; 2025Q1: 104,842 shares; 2025Q2: 105,236 shares 105,236 $4.45M <0.01% +394 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,789 shares; 2024Q4: 113,984 shares; 2025Q1: 128,586 shares; 2025Q2: 154,126 shares 154,126 $4.45M <0.01% +25,540 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,652 shares; 2024Q4: 57,625 shares; 2025Q1: 53,430 shares; 2025Q2: 56,462 shares 56,462 $4.44M <0.01% +3,032 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,508 shares; 2024Q4: 98,877 shares; 2025Q1: 58,644 shares; 2025Q2: 106,301 shares 106,301 $4.44M <0.01% +47,657 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,977 shares; 2024Q4: 63,240 shares; 2025Q1: 66,558 shares; 2025Q2: 66,675 shares 66,675 $4.43M <0.01% +117 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,454 shares; 2024Q4: 102,168 shares; 2025Q1: 90,014 shares; 2025Q2: 54,919 shares 54,919 $4.43M <0.01% -35,095 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,365 shares; 2024Q4: 53,493 shares; 2025Q1: 45,892 shares; 2025Q2: 41,702 shares 41,702 $4.4M <0.01% -4,190 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,916 shares; 2024Q4: 135,517 shares; 2025Q1: 195,499 shares; 2025Q2: 199,728 shares 199,728 $4.39M <0.01% +4,229 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,682 shares; 2024Q4: 140,338 shares; 2025Q1: 113,252 shares; 2025Q2: 111,730 shares 111,730 $4.39M <0.01% -1,522 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,102 shares; 2024Q4: 228,277 shares; 2025Q1: 293,811 shares; 2025Q2: 306,648 shares 306,648 $4.38M <0.01% +12,837 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,550 shares; 2024Q4: 160,972 shares; 2025Q1: 173,347 shares; 2025Q2: 183,027 shares 183,027 $4.38M <0.01% +9,680 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,006 shares; 2024Q4: 13,599 shares; 2025Q1: 10,462 shares; 2025Q2: 46,486 shares 46,486 $4.35M <0.01% +36,024 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 351,494 shares; 2024Q4: 363,371 shares; 2025Q1: 413,533 shares; 2025Q2: 422,747 shares 422,747 $4.34M <0.01% +9,214 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,188 shares; 2024Q4: 84,707 shares; 2025Q1: 80,335 shares; 2025Q2: 74,139 shares 74,139 $4.34M <0.01% -6,196 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,233 shares; 2024Q4: 91,464 shares; 2025Q1: 92,979 shares; 2025Q2: 95,569 shares 95,569 $4.33M <0.01% +2,590 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,175 shares; 2024Q4: 207,997 shares; 2025Q1: 201,870 shares; 2025Q2: 197,082 shares 197,082 $4.31M <0.01% -4,788 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,381 shares; 2024Q4: 257,516 shares; 2025Q1: 287,866 shares; 2025Q2: 303,274 shares 303,274 $4.31M <0.01% +15,408 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,378 shares; 2024Q4: 43,055 shares; 2025Q1: 49,256 shares; 2025Q2: 53,566 shares 53,566 $4.3M <0.01% +4,310 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,278 shares; 2024Q4: 143,834 shares; 2025Q1: 158,723 shares; 2025Q2: 160,904 shares 160,904 $4.3M <0.01% +2,181 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,642 shares; 2024Q4: 61,227 shares; 2025Q1: 67,337 shares; 2025Q2: 70,119 shares 70,119 $4.28M <0.01% +2,782 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,886 shares; 2024Q4: 117,026 shares; 2025Q1: 72,873 shares; 2025Q2: 76,276 shares 76,276 $4.27M <0.01% +3,403 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 12,651 shares; 2025Q1: 19,950 shares; 2025Q2: 19,279 shares 19,279 $4.27M <0.01% -671 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,586 shares; 2024Q4: 57,166 shares; 2025Q1: 26,611 shares; 2025Q2: 28,937 shares 28,937 $4.26M <0.01% +2,326 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,435 shares; 2024Q4: 75,151 shares; 2025Q1: 92,183 shares; 2025Q2: 59,250 shares 59,250 $4.26M <0.01% -32,933 Timeline GRPM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,385 shares; 2025Q2: 38,898 shares 38,898 $4.25M <0.01% -41,487 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,233 shares; 2024Q4: 32,118 shares; 2025Q1: 30,929 shares; 2025Q2: 28,135 shares 28,135 $4.25M <0.01% -2,794 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,268 shares; 2024Q4: 67,171 shares; 2025Q1: 63,583 shares; 2025Q2: 78,049 shares 78,049 $4.24M <0.01% +14,466 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: 18,633 shares; 2025Q1: 15,217 shares; 2025Q2: 13,513 shares 13,513 $4.24M <0.01% -1,704 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,235 shares; 2024Q4: 29,392 shares; 2025Q1: 68,626 shares; 2025Q2: 77,316 shares 77,316 $4.23M <0.01% +8,690 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,478 shares; 2024Q4: 303,149 shares; 2025Q1: 335,124 shares; 2025Q2: 334,446 shares 334,446 $4.22M <0.01% -678 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,334 shares; 2024Q4: 543,670 shares; 2025Q1: 255,061 shares; 2025Q2: 207,035 shares 207,035 $4.22M <0.01% -48,026 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,054 shares; 2024Q4: 64,427 shares; 2025Q1: 65,778 shares; 2025Q2: 76,318 shares 76,318 $4.22M <0.01% +10,540 Timeline BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,482 shares; 2024Q4: 276,786 shares; 2025Q1: 281,381 shares; 2025Q2: 302,608 shares 302,608 $4.2M <0.01% +21,227 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 470,526 shares; 2024Q4: 471,801 shares; 2025Q1: 465,721 shares; 2025Q2: 469,271 shares 469,271 $4.19M <0.01% +3,550 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,726 shares; 2024Q4: 93,916 shares; 2025Q1: 94,108 shares; 2025Q2: 87,698 shares 87,698 $4.17M <0.01% -6,410 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,083 shares; 2024Q4: 155,378 shares; 2025Q1: 156,832 shares; 2025Q2: 145,187 shares 145,187 $4.16M <0.01% -11,645 Timeline FYX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,100 shares; 2024Q4: 46,628 shares; 2025Q1: 48,184 shares; 2025Q2: 42,735 shares 42,735 $4.16M <0.01% -5,449 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,968 shares; 2024Q4: 148,497 shares; 2025Q1: 175,086 shares; 2025Q2: 269,372 shares 269,372 $4.14M <0.01% +94,286 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,782 shares; 2024Q4: 28,632 shares; 2025Q1: 30,374 shares; 2025Q2: 26,356 shares 26,356 $4.12M <0.01% -4,018 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,565 shares; 2024Q4: 76,998 shares; 2025Q1: 100,737 shares; 2025Q2: 96,176 shares 96,176 $4.11M <0.01% -4,561 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,009 shares; 2024Q4: 20,201 shares; 2025Q1: 22,495 shares; 2025Q2: 21,136 shares 21,136 $4.11M <0.01% -1,359 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,459 shares; 2024Q4: 31,475 shares; 2025Q1: 32,877 shares; 2025Q2: 31,199 shares 31,199 $4.09M <0.01% -1,678 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,107 shares; 2024Q4: 16,299 shares; 2025Q1: 14,840 shares; 2025Q2: 18,040 shares 18,040 $4.09M <0.01% +3,200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,021 shares; 2024Q4: 83,658 shares; 2025Q1: 76,218 shares; 2025Q2: 28,054 shares 28,054 $4.08M <0.01% -48,164 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,136 shares; 2024Q4: 95,305 shares; 2025Q1: 100,723 shares; 2025Q2: 41,878 shares 41,878 $4.07M <0.01% -58,845 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,006 shares; 2024Q4: 81,620 shares; 2025Q1: 133,627 shares; 2025Q2: 82,722 shares 82,722 $4.07M <0.01% -50,905 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 755,286 shares; 2024Q4: 187,936 shares; 2025Q1: 285,490 shares; 2025Q2: 183,526 shares 183,526 $4.07M <0.01% -101,964 Timeline FXG 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,437 shares; 2024Q4: 69,462 shares; 2025Q1: 53,917 shares; 2025Q2: 64,243 shares 64,243 $4.07M <0.01% +10,326 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,961 shares; 2024Q4: 64,450 shares; 2025Q1: 63,517 shares; 2025Q2: 63,284 shares 63,284 $4.06M <0.01% -233 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 323,290 shares; 2024Q4: 311,235 shares; 2025Q1: 316,100 shares; 2025Q2: 163,495 shares 163,495 $4.05M <0.01% -152,605 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,329 shares; 2024Q4: 16,889 shares; 2025Q1: 22,187 shares; 2025Q2: 22,909 shares 22,909 $4.05M <0.01% +722 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,663 shares; 2024Q4: 341,960 shares; 2025Q1: 375,592 shares; 2025Q2: 380,464 shares 380,464 $4.04M <0.01% +4,872 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,769 shares; 2024Q4: 113,077 shares; 2025Q1: 143,692 shares; 2025Q2: 124,495 shares 124,495 $4.02M <0.01% -19,197 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,502 shares; 2024Q4: 123,802 shares; 2025Q1: 121,983 shares; 2025Q2: 121,984 shares 121,984 $4.01M <0.01% +1 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,622 shares; 2024Q4: 57,190 shares; 2025Q1: 97,934 shares; 2025Q2: 95,720 shares 95,720 $4.01M <0.01% -2,214 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,011 shares; 2025Q1: 85,921 shares; 2025Q2: 105,899 shares 105,899 $4M <0.01% +19,978 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,119 shares; 2024Q4: 27,261 shares; 2025Q1: 29,982 shares; 2025Q2: 32,568 shares 32,568 $4M <0.01% +2,586 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 144,783 shares; 2025Q1: 240,035 shares; 2025Q2: 214,945 shares 214,945 $4M <0.01% -25,090 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,120 shares; 2024Q4: 351,389 shares; 2025Q1: 426,837 shares; 2025Q2: 108,709 shares 108,709 $4M <0.01% -318,128 Timeline INVESCO EXCH TRD SLF IDX FD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,014 shares; 2024Q4: 178,077 shares; 2025Q1: 165,515 shares; 2025Q2: 173,075 shares 173,075 $3.99M <0.01% +7,560 MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,931 shares; 2024Q4: 408,478 shares; 2025Q1: 186,616 shares; 2025Q2: 167,239 shares 167,239 $3.99M <0.01% -19,377 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,049 shares; 2024Q4: 77,905 shares; 2025Q1: 81,308 shares; 2025Q2: 76,339 shares 76,339 $3.98M <0.01% -4,969 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,239 shares; 2024Q4: 70,923 shares; 2025Q1: 103,386 shares; 2025Q2: 107,240 shares 107,240 $3.97M <0.01% +3,854 Timeline FSMB 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,600 shares; 2024Q4: 222,331 shares; 2025Q1: 208,872 shares; 2025Q2: 199,372 shares 199,372 $3.97M <0.01% -9,500 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,527 shares; 2024Q4: 28,126 shares; 2025Q1: 10,853 shares; 2025Q2: 12,627 shares 12,627 $3.97M <0.01% +1,774 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,653 shares; 2024Q4: 42,058 shares; 2025Q1: 40,290 shares; 2025Q2: 41,234 shares 41,234 $3.96M <0.01% +944 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 11,788 shares; 2025Q1: 23,312 shares; 2025Q2: 23,170 shares 23,170 $3.95M <0.01% -142 Timeline BLACKROCK MUNICIPAL INCOME … BLACKROCK MUNICIPAL INCOME QUA More: the full row for BLACKROCK MUNICIPAL INCOME QUA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,779 shares; 2024Q4: 181,388 shares; 2025Q1: 192,606 shares; 2025Q2: 372,751 shares 372,751 $3.94M <0.01% +180,145 COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,485 shares; 2025Q1: 94,826 shares; 2025Q2: 111,980 shares 111,980 $3.93M <0.01% +17,154 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,179 shares; 2024Q4: 88,161 shares; 2025Q1: 157,134 shares; 2025Q2: 248,460 shares 248,460 $3.93M <0.01% +91,326 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,495 shares; 2024Q4: 45,254 shares; 2025Q1: 45,974 shares; 2025Q2: 48,023 shares 48,023 $3.92M <0.01% +2,049 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,632 shares; 2024Q4: 83,114 shares; 2025Q1: 63,863 shares; 2025Q2: 64,710 shares 64,710 $3.92M <0.01% +847 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,178 shares; 2025Q2: 32,335 shares 32,335 $3.91M <0.01% +7,157 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,967 shares; 2024Q4: 62,782 shares; 2025Q1: 41,262 shares; 2025Q2: 53,256 shares 53,256 $3.91M <0.01% +11,994 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,774 shares; 2024Q4: 295,080 shares; 2025Q1: 333,658 shares; 2025Q2: 270,195 shares 270,195 $3.9M <0.01% -63,463 Timeline NPFD NUVEEN VRIABL RAT PFD & INM More: the full row for NUVEEN VRIABL RAT PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,623 shares; 2024Q4: 182,721 shares; 2025Q1: 185,905 shares; 2025Q2: 202,113 shares 202,113 $3.9M <0.01% +16,208 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,581 shares; 2024Q4: 11,322 shares; 2025Q1: 11,500 shares; 2025Q2: 11,929 shares 11,929 $3.9M <0.01% +429 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,243 shares; 2024Q4: 95,508 shares; 2025Q1: 109,256 shares; 2025Q2: 103,956 shares 103,956 $3.89M <0.01% -5,300 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,903 shares; 2024Q4: 43,439 shares; 2025Q1: 44,981 shares; 2025Q2: 184,764 shares 184,764 $3.89M <0.01% +139,783 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,513 shares; 2024Q4: 41,234 shares; 2025Q1: 40,044 shares; 2025Q2: 36,961 shares 36,961 $3.88M <0.01% -3,083 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,668 shares; 2024Q4: 8,840 shares; 2025Q1: 9,535 shares; 2025Q2: 17,200 shares 17,200 $3.87M <0.01% +7,665 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,774 shares; 2024Q4: 187,069 shares; 2025Q1: 163,356 shares; 2025Q2: 141,210 shares 141,210 $3.86M <0.01% -22,146 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,235 shares; 2025Q2: 135,458 shares 135,458 $3.85M <0.01% +33,223 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,418 shares; 2024Q4: 90,527 shares; 2025Q1: 109,752 shares; 2025Q2: 101,508 shares 101,508 $3.85M <0.01% -8,244 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,961 shares; 2024Q4: 68,759 shares; 2025Q1: 72,776 shares; 2025Q2: 72,169 shares 72,169 $3.84M <0.01% -607 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,159 shares; 2024Q4: 161,409 shares; 2025Q1: 163,287 shares; 2025Q2: 76,249 shares 76,249 $3.83M <0.01% -87,038 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,911 shares; 2024Q4: 288,923 shares; 2025Q1: 320,275 shares; 2025Q2: 327,904 shares 327,904 $3.83M <0.01% +7,629 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,790 shares; 2024Q4: 38,778 shares; 2025Q1: 36,125 shares; 2025Q2: 33,851 shares 33,851 $3.81M <0.01% -2,274 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,062 shares; 2024Q4: 347,703 shares; 2025Q1: 371,263 shares; 2025Q2: 222,639 shares 222,639 $3.81M <0.01% -148,624 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,148 shares; 2024Q4: 76,544 shares; 2025Q1: 59,465 shares; 2025Q2: 60,790 shares 60,790 $3.81M <0.01% +1,325 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,007 shares; 2024Q4: 56,007 shares; 2025Q1: 56,007 shares; 2025Q2: 56,007 shares 56,007 $3.8M <0.01% 0 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,654 shares; 2024Q4: 78,101 shares; 2025Q1: 94,173 shares; 2025Q2: 95,031 shares 95,031 $3.8M <0.01% +858 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,777 shares; 2024Q4: 28,756 shares; 2025Q1: 25,091 shares; 2025Q2: 21,551 shares 21,551 $3.79M <0.01% -3,540 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,743 shares; 2024Q4: 28,393 shares; 2025Q1: 27,148 shares; 2025Q2: 28,758 shares 28,758 $3.78M <0.01% +1,610 Timeline SPIR SPIRE GLOBAL INC More: the full row for SPIRE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 242,660 shares; 2024Q4: 226,090 shares; 2025Q1: 295,613 shares; 2025Q2: 317,329 shares 317,329 $3.78M <0.01% +21,716 Timeline WHD CACTUS INC More: the full row for CACTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,167 shares; 2024Q4: 62,088 shares; 2025Q1: 73,778 shares; 2025Q2: 86,365 shares 86,365 $3.78M <0.01% +12,587 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,881 shares; 2024Q4: 77,979 shares; 2025Q1: 81,265 shares; 2025Q2: 79,580 shares 79,580 $3.77M <0.01% -1,685 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,277 shares; 2024Q4: 895,760 shares; 2025Q1: 900,783 shares; 2025Q2: 896,225 shares 896,225 $3.77M <0.01% -4,558 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 11,524 shares; 2025Q1: 9,028 shares; 2025Q2: 22,324 shares 22,324 $3.77M <0.01% +13,296 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,564 shares; 2024Q4: 22,384 shares; 2025Q1: 40,101 shares; 2025Q2: 44,650 shares 44,650 $3.77M <0.01% +4,549 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,155 shares; 2024Q4: 144,686 shares; 2025Q1: 74,966 shares; 2025Q2: 81,133 shares 81,133 $3.76M <0.01% +6,167 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,032 shares; 2024Q4: 53,521 shares; 2025Q1: 42,894 shares; 2025Q2: 38,138 shares 38,138 $3.76M <0.01% -4,756 Timeline EIPX 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,242 shares; 2024Q4: 185,659 shares; 2025Q1: 173,426 shares; 2025Q2: 146,134 shares 146,134 $3.75M <0.01% -27,292 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 11,275 shares; 2025Q1: 10,792 shares; 2025Q2: 11,264 shares 11,264 $3.74M <0.01% +472 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,571 shares 139,571 $3.73M <0.01% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,563 shares; 2024Q4: 35,025 shares; 2025Q1: 31,277 shares; 2025Q2: 32,331 shares 32,331 $3.73M <0.01% +1,054 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,346 shares; 2024Q4: 372,212 shares; 2025Q1: 332,199 shares; 2025Q2: 260,887 shares 260,887 $3.72M <0.01% -71,312 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,186 shares; 2024Q4: 8,947 shares; 2025Q1: not reported; 2025Q2: 95,693 shares 95,693 $3.72M <0.01% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,384 shares; 2024Q4: 36,030 shares; 2025Q1: 37,672 shares; 2025Q2: 35,621 shares 35,621 $3.71M <0.01% -2,051 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,592 shares; 2024Q4: 23,465 shares; 2025Q1: 22,712 shares; 2025Q2: 24,371 shares 24,371 $3.7M <0.01% +1,659 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,222 shares; 2025Q1: 109,163 shares; 2025Q2: 112,907 shares 112,907 $3.7M <0.01% +3,744 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,001 shares; 2024Q4: 37,181 shares; 2025Q1: 34,103 shares; 2025Q2: 29,398 shares 29,398 $3.7M <0.01% -4,705 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,479 shares; 2024Q4: 13,864 shares; 2025Q1: 14,504 shares; 2025Q2: 35,885 shares 35,885 $3.7M <0.01% +21,381 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,977 shares; 2024Q4: 33,749 shares; 2025Q1: 22,003 shares; 2025Q2: 21,751 shares 21,751 $3.69M <0.01% -252 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,859 shares; 2024Q4: 32,720 shares; 2025Q1: 34,210 shares; 2025Q2: 35,537 shares 35,537 $3.69M <0.01% +1,327 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,402 shares; 2024Q4: 59,938 shares; 2025Q1: 62,103 shares; 2025Q2: 120,640 shares 120,640 $3.69M <0.01% +58,537 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,218 shares; 2024Q4: 31,801 shares; 2025Q1: 30,895 shares; 2025Q2: 29,082 shares 29,082 $3.69M <0.01% -1,813 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,117 shares; 2024Q4: 248,175 shares; 2025Q1: 101,616 shares; 2025Q2: 133,186 shares 133,186 $3.68M <0.01% +31,570 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,627 shares; 2024Q4: 55,365 shares; 2025Q1: 59,783 shares; 2025Q2: 68,106 shares 68,106 $3.67M <0.01% +8,323 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,300 shares; 2025Q2: 75,431 shares 75,431 $3.67M <0.01% +6,131 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,698 shares; 2024Q4: 108,953 shares; 2025Q1: 114,460 shares; 2025Q2: 159,397 shares 159,397 $3.66M <0.01% +44,937 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,305 shares; 2024Q4: 81,449 shares; 2025Q1: 75,460 shares; 2025Q2: 114,145 shares 114,145 $3.65M <0.01% +38,685 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,130 shares; 2024Q4: 119,478 shares; 2025Q1: 123,915 shares; 2025Q2: 164,760 shares 164,760 $3.64M <0.01% +40,845 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,924 shares; 2024Q4: 158,108 shares; 2025Q1: 230,263 shares; 2025Q2: 151,610 shares 151,610 $3.64M <0.01% -78,653 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,932 shares; 2024Q4: 125,883 shares; 2025Q1: 121,388 shares; 2025Q2: 129,297 shares 129,297 $3.63M <0.01% +7,909 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,939 shares; 2024Q4: 93,222 shares; 2025Q1: 51,284 shares; 2025Q2: 64,621 shares 64,621 $3.63M <0.01% +13,337 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,518 shares; 2024Q4: 32,290 shares; 2025Q1: 30,324 shares; 2025Q2: 29,410 shares 29,410 $3.62M <0.01% -914 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,945 shares; 2024Q4: 250,502 shares; 2025Q1: 345,293 shares; 2025Q2: 258,560 shares 258,560 $3.61M <0.01% -86,733 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 27,787 shares; 2025Q1: 48,344 shares; 2025Q2: 70,018 shares 70,018 $3.6M <0.01% +21,674 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,389 shares; 2024Q4: 292,901 shares; 2025Q1: 313,031 shares; 2025Q2: 348,627 shares 348,627 $3.6M <0.01% +35,596 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,021 shares; 2024Q4: 110,805 shares; 2025Q1: 112,116 shares; 2025Q2: 124,947 shares 124,947 $3.6M <0.01% +12,831 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,015 shares; 2024Q4: 33,508 shares; 2025Q1: 34,389 shares; 2025Q2: 39,018 shares 39,018 $3.6M <0.01% +4,629 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,151 shares; 2025Q2: 92,541 shares 92,541 $3.6M <0.01% +41,390 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,708 shares; 2024Q4: 46,275 shares; 2025Q1: 46,870 shares; 2025Q2: 66,349 shares 66,349 $3.57M <0.01% +19,479 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,229 shares; 2024Q4: 153,845 shares; 2025Q1: 166,599 shares; 2025Q2: 166,315 shares 166,315 $3.56M <0.01% -284 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,524 shares; 2024Q4: 298,895 shares; 2025Q1: 289,560 shares; 2025Q2: 265,506 shares 265,506 $3.56M <0.01% -24,054 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,219 shares; 2024Q4: 30,010 shares; 2025Q1: 27,596 shares; 2025Q2: 17,972 shares 17,972 $3.55M <0.01% -9,624 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,529 shares; 2024Q4: 46,962 shares; 2025Q1: 55,700 shares; 2025Q2: 38,908 shares 38,908 $3.53M <0.01% -16,792 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: not reported; 2025Q1: 12,653 shares; 2025Q2: 45,651 shares 45,651 $3.52M <0.01% +32,998 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,234 shares; 2024Q4: 47,127 shares; 2025Q1: 48,387 shares; 2025Q2: 46,713 shares 46,713 $3.52M <0.01% -1,674 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,412 shares; 2024Q4: 23,311 shares; 2025Q1: 21,217 shares; 2025Q2: 19,422 shares 19,422 $3.52M <0.01% -1,795 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,624 shares; 2024Q4: 30,573 shares; 2025Q1: 30,581 shares; 2025Q2: 34,769 shares 34,769 $3.52M <0.01% +4,188 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,781 shares; 2024Q4: 45,592 shares; 2025Q1: 37,127 shares; 2025Q2: 33,342 shares 33,342 $3.52M <0.01% -3,785 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,347 shares; 2024Q4: 181,879 shares; 2025Q1: 242,343 shares; 2025Q2: 222,269 shares 222,269 $3.51M <0.01% -20,074 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,657 shares; 2024Q4: 26,406 shares; 2025Q1: 30,929 shares; 2025Q2: 30,310 shares 30,310 $3.5M <0.01% -619 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,744 shares; 2024Q4: 56,969 shares; 2025Q1: 59,636 shares; 2025Q2: 60,569 shares 60,569 $3.48M <0.01% +933 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,469 shares; 2024Q4: 30,140 shares; 2025Q1: 25,358 shares; 2025Q2: 25,545 shares 25,545 $3.48M <0.01% +187 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,802 shares; 2024Q4: 107,212 shares; 2025Q1: 109,336 shares; 2025Q2: 118,761 shares 118,761 $3.48M <0.01% +9,425 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,696 shares; 2024Q4: 100,514 shares; 2025Q1: 63,500 shares; 2025Q2: 62,116 shares 62,116 $3.47M <0.01% -1,384 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,553 shares; 2024Q4: 20,332 shares; 2025Q1: 16,126 shares; 2025Q2: 20,570 shares 20,570 $3.47M <0.01% +4,444 Timeline CTA 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,620 shares; 2025Q2: 128,985 shares 128,985 $3.45M <0.01% -9,635 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,563 shares; 2024Q4: 17,097 shares; 2025Q1: 16,096 shares; 2025Q2: 19,970 shares 19,970 $3.45M <0.01% +3,874 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,315 shares; 2024Q4: 18,018 shares; 2025Q1: 17,568 shares; 2025Q2: 14,048 shares 14,048 $3.44M <0.01% -3,520 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,024,921 shares; 2024Q4: 738,507 shares; 2025Q1: 142,439 shares; 2025Q2: 153,765 shares 153,765 $3.44M <0.01% +11,326 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,045 shares; 2024Q4: 44,176 shares; 2025Q1: 42,980 shares; 2025Q2: 52,663 shares 52,663 $3.42M <0.01% +9,683 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,230 shares; 2024Q4: 87,067 shares; 2025Q1: 81,222 shares; 2025Q2: 79,106 shares 79,106 $3.42M <0.01% -2,116 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,838 shares; 2024Q4: 63,502 shares; 2025Q1: 71,162 shares; 2025Q2: 68,734 shares 68,734 $3.42M <0.01% -2,428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,188 shares; 2024Q4: 24,339 shares; 2025Q1: 22,748 shares; 2025Q2: 32,875 shares 32,875 $3.41M <0.01% +10,127 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 8,193 shares; 2025Q1: 10,477 shares; 2025Q2: 16,859 shares 16,859 $3.41M <0.01% +6,382 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,338 shares; 2024Q4: 149,113 shares; 2025Q1: 143,924 shares; 2025Q2: 147,853 shares 147,853 $3.41M <0.01% +3,929 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,543 shares; 2024Q4: 53,862 shares; 2025Q1: 51,502 shares; 2025Q2: 50,992 shares 50,992 $3.4M <0.01% -510 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,413 shares; 2024Q4: 262,827 shares; 2025Q1: 292,174 shares; 2025Q2: 296,907 shares 296,907 $3.38M <0.01% +4,733 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,750 shares; 2024Q4: 52,758 shares; 2025Q1: 61,882 shares; 2025Q2: 61,288 shares 61,288 $3.38M <0.01% -594 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,881 shares; 2025Q2: 64,225 shares 64,225 $3.36M <0.01% +344 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,968 shares; 2024Q4: 106,338 shares; 2025Q1: 125,134 shares; 2025Q2: 131,227 shares 131,227 $3.36M <0.01% +6,093 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,407 shares; 2024Q4: 26,622 shares; 2025Q1: 26,922 shares; 2025Q2: 26,613 shares 26,613 $3.36M <0.01% -309 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,187 shares; 2024Q4: 123,590 shares; 2025Q1: 124,059 shares; 2025Q2: 117,849 shares 117,849 $3.35M <0.01% -6,210 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,749 shares; 2024Q4: 30,720 shares; 2025Q1: 30,097 shares; 2025Q2: 29,598 shares 29,598 $3.35M <0.01% -499 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,398,398 shares; 2024Q4: 1,363,114 shares; 2025Q1: 1,691,355 shares; 2025Q2: 2,243,455 shares 2,243,455 $3.34M <0.01% +552,100 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 371,854 shares; 2024Q4: 331,917 shares; 2025Q1: 285,051 shares; 2025Q2: 170,215 shares 170,215 $3.34M <0.01% -114,836 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,909 shares; 2024Q4: 29,047 shares; 2025Q1: 30,942 shares; 2025Q2: 29,384 shares 29,384 $3.33M <0.01% -1,558 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,459 shares; 2024Q4: 118,583 shares; 2025Q1: 128,365 shares; 2025Q2: 131,364 shares 131,364 $3.33M <0.01% +2,999 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,712 shares; 2024Q4: 19,886 shares; 2025Q1: 18,531 shares; 2025Q2: 17,767 shares 17,767 $3.33M <0.01% -764 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 3,876 shares; 2025Q1: 67,514 shares; 2025Q2: 61,190 shares 61,190 $3.32M <0.01% -6,324 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,608 shares; 2024Q4: 46,417 shares; 2025Q1: 47,654 shares; 2025Q2: 49,111 shares 49,111 $3.31M <0.01% +1,457 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 24,459 shares; 2025Q1: 20,311 shares; 2025Q2: 17,456 shares 17,456 $3.31M <0.01% -2,855 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,103 shares; 2024Q4: 21,205 shares; 2025Q1: 20,073 shares; 2025Q2: 18,953 shares 18,953 $3.31M <0.01% -1,120 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,934 shares; 2024Q4: 42,931 shares; 2025Q1: 43,106 shares; 2025Q2: 43,502 shares 43,502 $3.31M <0.01% +396 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,730 shares; 2024Q4: 94,457 shares; 2025Q1: 81,964 shares; 2025Q2: 104,745 shares 104,745 $3.3M <0.01% +22,781 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,761 shares; 2024Q4: 236,702 shares; 2025Q1: 215,220 shares; 2025Q2: 119,123 shares 119,123 $3.29M <0.01% -96,097 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,208 shares; 2024Q4: 24,788 shares; 2025Q1: 25,687 shares; 2025Q2: 24,248 shares 24,248 $3.29M <0.01% -1,439 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,891 shares; 2025Q1: 5,757 shares; 2025Q2: 44,478 shares 44,478 $3.27M <0.01% +38,721 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 15,432 shares; 2025Q1: 15,415 shares; 2025Q2: 15,705 shares 15,705 $3.27M <0.01% +290 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,136 shares; 2024Q4: 234,424 shares; 2025Q1: 122,964 shares; 2025Q2: 130,552 shares 130,552 $3.26M <0.01% +7,588 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,709 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,709 shares 120,709 $3.25M <0.01% new Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,757 shares; 2024Q4: 60,114 shares; 2025Q1: 67,028 shares; 2025Q2: 98,115 shares 98,115 $3.25M <0.01% +31,087 Timeline