IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,800 shares; 2024Q4: 260,393 shares; 2025Q1: 123,387 shares; 2025Q2: 123,300 shares; 2025Q3: 142,135 shares 142,135 $14.2M 0.02% +18,835 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 366,873 shares; 2025Q1: 456,975 shares; 2025Q2: 492,870 shares; 2025Q3: 545,689 shares 545,689 $14.1M 0.02% +52,819 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,186 shares; 2024Q4: 187,948 shares; 2025Q1: 211,512 shares; 2025Q2: 220,954 shares; 2025Q3: 222,744 shares 222,744 $14.1M 0.02% +1,790 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,049 shares; 2024Q4: 202,224 shares; 2025Q1: 75,705 shares; 2025Q2: 303,608 shares; 2025Q3: 309,717 shares 309,717 $14.1M 0.02% +6,109 Timeline AVNM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,747 shares 196,747 $14M 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,425 shares; 2024Q4: 574,599 shares; 2025Q1: 1,694,994 shares; 2025Q2: 1,744,503 shares; 2025Q3: 121,911 shares 121,911 $14M 0.02% -1,622,592 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,141 shares; 2024Q4: 67,093 shares; 2025Q1: 70,642 shares; 2025Q2: 74,981 shares; 2025Q3: 73,967 shares 73,967 $14M 0.02% -1,014 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,411 shares; 2024Q4: 41,820 shares; 2025Q1: 49,762 shares; 2025Q2: 54,137 shares; 2025Q3: 61,889 shares 61,889 $14M 0.02% +7,752 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 266,759 shares; 2024Q4: 288,970 shares; 2025Q1: 230,208 shares; 2025Q2: 216,092 shares; 2025Q3: 208,110 shares 208,110 $14M 0.02% -7,982 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,297 shares; 2024Q4: 124,230 shares; 2025Q1: 129,534 shares; 2025Q2: 303,170 shares; 2025Q3: 306,189 shares 306,189 $14M 0.02% +3,019 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,114 shares; 2024Q4: 124,078 shares; 2025Q1: 129,720 shares; 2025Q2: 125,526 shares; 2025Q3: 125,035 shares 125,035 $13.9M 0.02% -491 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,516 shares; 2024Q4: 812,140 shares; 2025Q1: 309,448 shares; 2025Q2: 2,182,139 shares; 2025Q3: 409,143 shares 409,143 $13.9M 0.02% -1,772,996 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,419 shares; 2024Q4: 109,903 shares; 2025Q1: 112,333 shares; 2025Q2: 107,240 shares; 2025Q3: 122,609 shares 122,609 $13.7M 0.02% +15,369 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 12,884 shares; 2025Q1: 64,727 shares; 2025Q2: 74,686 shares; 2025Q3: 112,883 shares 112,883 $13.7M 0.02% +38,197 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 938,337 shares; 2024Q4: 793,196 shares; 2025Q1: 788,248 shares; 2025Q2: 789,108 shares; 2025Q3: 796,341 shares 796,341 $13.7M 0.02% +7,233 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,242 shares; 2024Q4: 147,542 shares; 2025Q1: 148,324 shares; 2025Q2: 150,017 shares; 2025Q3: 149,159 shares 149,159 $13.7M 0.02% -858 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,134 shares; 2024Q4: 58,814 shares; 2025Q1: 58,560 shares; 2025Q2: 51,898 shares; 2025Q3: 50,989 shares 50,989 $13.6M 0.02% -909 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,314 shares; 2024Q4: 227,251 shares; 2025Q1: 152,995 shares; 2025Q2: 149,439 shares; 2025Q3: 136,663 shares 136,663 $13.6M 0.02% -12,776 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,648 shares; 2024Q4: 251,111 shares; 2025Q1: 239,378 shares; 2025Q2: 272,875 shares; 2025Q3: 265,466 shares 265,466 $13.5M 0.02% -7,409 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 28,519 shares; 2025Q1: 41,566 shares; 2025Q2: 28,033 shares; 2025Q3: 26,975 shares 26,975 $13.5M 0.02% -1,058 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,094 shares; 2024Q4: 322,420 shares; 2025Q1: 302,585 shares; 2025Q2: 294,365 shares; 2025Q3: 300,760 shares 300,760 $13.4M 0.02% +6,395 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,328,818 shares; 2024Q4: 1,528,818 shares; 2025Q1: 1,778,818 shares; 2025Q2: 2,028,818 shares; 2025Q3: 2,151,318 shares 2,151,318 $13.3M 0.02% +122,500 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,416 shares; 2024Q4: 96,034 shares; 2025Q1: 97,651 shares; 2025Q2: 100,983 shares; 2025Q3: 102,528 shares 102,528 $13.3M 0.02% +1,545 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525,572 shares 525,572 $13.3M 0.02% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,041 shares; 2024Q4: 301,701 shares; 2025Q1: 305,557 shares; 2025Q2: 292,966 shares; 2025Q3: 242,400 shares 242,400 $13.3M 0.02% -50,566 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,231 shares; 2024Q4: 48,080 shares; 2025Q1: 43,378 shares; 2025Q2: 46,605 shares; 2025Q3: 40,625 shares 40,625 $13.3M 0.02% -5,980 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,088 shares; 2024Q4: 118,004 shares; 2025Q1: 133,885 shares; 2025Q2: 114,044 shares; 2025Q3: 100,400 shares 100,400 $13.2M 0.02% -13,644 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,838 shares; 2024Q4: 51,984 shares; 2025Q1: 50,130 shares; 2025Q2: 63,877 shares; 2025Q3: 74,244 shares 74,244 $13.2M 0.02% +10,367 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 713,953 shares; 2024Q4: 729,191 shares; 2025Q1: 712,804 shares; 2025Q2: 656,487 shares; 2025Q3: 634,425 shares 634,425 $13.1M 0.02% -22,062 FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,994 shares; 2024Q4: 14,248 shares; 2025Q1: 14,740 shares; 2025Q2: 21,669 shares; 2025Q3: 129,198 shares 129,198 $13.1M 0.02% +107,529 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,597 shares; 2024Q4: 84,931 shares; 2025Q1: 87,733 shares; 2025Q2: 138,405 shares; 2025Q3: 125,341 shares 125,341 $13M 0.02% -13,064 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,253 shares; 2025Q2: 127,641 shares; 2025Q3: 126,427 shares 126,427 $12.8M 0.02% -1,214 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,973 shares; 2024Q4: 47,520 shares; 2025Q1: 49,217 shares; 2025Q2: 49,122 shares; 2025Q3: 49,202 shares 49,202 $12.8M 0.02% +80 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,871 shares; 2024Q4: 101,425 shares; 2025Q1: 73,333 shares; 2025Q2: 51,244 shares; 2025Q3: 49,246 shares 49,246 $12.7M 0.02% -1,998 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,979 shares; 2024Q4: 67,462 shares; 2025Q1: 65,098 shares; 2025Q2: 61,692 shares; 2025Q3: 52,577 shares 52,577 $12.7M 0.02% -9,115 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,398 shares; 2024Q4: 253,985 shares; 2025Q1: 272,041 shares; 2025Q2: 286,228 shares; 2025Q3: 295,864 shares 295,864 $12.7M 0.02% +9,636 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,352 shares; 2024Q4: 179,401 shares; 2025Q1: 194,625 shares; 2025Q2: 208,362 shares; 2025Q3: 187,667 shares 187,667 $12.7M 0.02% -20,695 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,429 shares; 2024Q4: 183,128 shares; 2025Q1: 176,273 shares; 2025Q2: 166,137 shares; 2025Q3: 161,871 shares 161,871 $12.6M 0.02% -4,266 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,027 shares; 2024Q4: 119,441 shares; 2025Q1: 106,692 shares; 2025Q2: 108,142 shares; 2025Q3: 81,867 shares 81,867 $12.5M 0.02% -26,275 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,065,945 shares; 2024Q4: 1,158,107 shares; 2025Q1: 1,265,857 shares; 2025Q2: 473,658 shares; 2025Q3: 196,964 shares 196,964 $12.4M 0.02% -276,694 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,490 shares; 2024Q4: 93,594 shares; 2025Q1: 90,323 shares; 2025Q2: 78,073 shares; 2025Q3: 88,119 shares 88,119 $12.4M 0.02% +10,046 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,353 shares; 2024Q4: 18,766 shares; 2025Q1: 20,385 shares; 2025Q2: 19,982 shares; 2025Q3: 24,972 shares 24,972 $12.3M 0.02% +4,990 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 258,307 shares; 2024Q4: 260,507 shares; 2025Q1: 267,597 shares; 2025Q2: 261,446 shares; 2025Q3: 246,848 shares 246,848 $12.3M 0.02% -14,598 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,741 shares; 2024Q4: 460,759 shares; 2025Q1: 437,157 shares; 2025Q2: 406,300 shares; 2025Q3: 395,048 shares 395,048 $12.3M 0.02% -11,252 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,440 shares; 2024Q4: 60,037 shares; 2025Q1: 57,218 shares; 2025Q2: 56,730 shares; 2025Q3: 57,435 shares 57,435 $12.3M 0.02% +705 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,810 shares; 2024Q4: 43,745 shares; 2025Q1: 46,401 shares; 2025Q2: 68,048 shares; 2025Q3: 41,411 shares 41,411 $12.3M 0.02% -26,637 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,441 shares; 2024Q4: 62,420 shares; 2025Q1: 149,166 shares; 2025Q2: 253,432 shares; 2025Q3: 267,753 shares 267,753 $12.3M 0.02% +14,321 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,229 shares; 2024Q4: 113,582 shares; 2025Q1: 104,820 shares; 2025Q2: 85,062 shares; 2025Q3: 68,368 shares 68,368 $12.2M 0.02% -16,694 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,266 shares; 2024Q4: 202,270 shares; 2025Q1: 149,186 shares; 2025Q2: 134,640 shares; 2025Q3: 133,110 shares 133,110 $12.2M 0.02% -1,530 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907,217 shares; 2024Q4: 959,439 shares; 2025Q1: 246,591 shares; 2025Q2: 233,908 shares; 2025Q3: 188,969 shares 188,969 $12.1M 0.02% -44,939 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,898 shares; 2024Q4: 59,239 shares; 2025Q1: 110,485 shares; 2025Q2: 114,183 shares; 2025Q3: 129,472 shares 129,472 $12.1M 0.02% +15,289 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,766 shares; 2024Q4: 124,253 shares; 2025Q1: 194,018 shares; 2025Q2: 230,592 shares; 2025Q3: 229,742 shares 229,742 $12M 0.02% -850 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,286 shares; 2024Q4: 88,396 shares; 2025Q1: 87,211 shares; 2025Q2: 82,256 shares; 2025Q3: 82,027 shares 82,027 $11.9M 0.02% -229 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,612 shares; 2024Q4: 29,623 shares; 2025Q1: 28,907 shares; 2025Q2: 28,398 shares; 2025Q3: 29,612 shares 29,612 $11.9M 0.02% +1,214 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,400 shares; 2024Q4: 136,711 shares; 2025Q1: 135,059 shares; 2025Q2: 125,785 shares; 2025Q3: 127,745 shares 127,745 $11.9M 0.02% +1,960 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,950 shares; 2024Q4: 298,553 shares; 2025Q1: 331,516 shares; 2025Q2: 388,310 shares; 2025Q3: 433,728 shares 433,728 $11.8M 0.02% +45,418 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,442 shares; 2024Q4: 91,587 shares; 2025Q1: 99,979 shares; 2025Q2: 101,113 shares; 2025Q3: 89,134 shares 89,134 $11.8M 0.02% -11,979 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,227 shares; 2024Q4: 71,512 shares; 2025Q1: 66,626 shares; 2025Q2: 49,932 shares; 2025Q3: 46,892 shares 46,892 $11.8M 0.02% -3,040 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,098 shares; 2024Q4: 30,442 shares; 2025Q1: 19,763 shares; 2025Q2: 19,692 shares; 2025Q3: 18,711 shares 18,711 $11.8M 0.02% -981 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,559 shares; 2024Q4: 105,799 shares; 2025Q1: 106,754 shares; 2025Q2: 104,676 shares; 2025Q3: 104,870 shares 104,870 $11.8M 0.02% +194 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,495 shares; 2024Q4: 126,562 shares; 2025Q1: 138,595 shares; 2025Q2: 129,953 shares; 2025Q3: 153,999 shares 153,999 $11.8M 0.02% +24,046 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,021 shares; 2024Q4: 52,408 shares; 2025Q1: 44,212 shares; 2025Q2: 42,499 shares; 2025Q3: 36,221 shares 36,221 $11.7M 0.02% -6,278 Timeline CCBG CAPITAL CITY BANK More: the full row for CAPITAL CITY BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,804 shares; 2024Q4: 279,804 shares; 2025Q1: 279,804 shares; 2025Q2: 279,804 shares; 2025Q3: 278,804 shares 278,804 $11.7M 0.02% -1,000 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,384 shares; 2024Q4: 26,140 shares; 2025Q1: 31,161 shares; 2025Q2: 38,882 shares; 2025Q3: 49,193 shares 49,193 $11.6M 0.02% +10,311 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262,493 shares; 2024Q4: 244,290 shares; 2025Q1: 224,348 shares; 2025Q2: 220,692 shares; 2025Q3: 254,388 shares 254,388 $11.5M 0.02% +33,696 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 279,364 shares; 2024Q4: 265,604 shares; 2025Q1: 251,096 shares; 2025Q2: 250,737 shares; 2025Q3: 296,435 shares 296,435 $11.5M 0.02% +45,698 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,270 shares; 2024Q4: 170,020 shares; 2025Q1: 188,862 shares; 2025Q2: 184,275 shares; 2025Q3: 182,844 shares 182,844 $11.5M 0.02% -1,431 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,341 shares; 2024Q4: 274,584 shares; 2025Q1: 239,593 shares; 2025Q2: 225,612 shares; 2025Q3: 210,678 shares 210,678 $11.5M 0.02% -14,934 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,800 shares; 2024Q4: 28,603 shares; 2025Q1: 39,782 shares; 2025Q2: 62,084 shares; 2025Q3: 458,768 shares 458,768 $11.4M 0.02% +396,684 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,344 shares; 2024Q4: 55,271 shares; 2025Q1: 53,449 shares; 2025Q2: 56,973 shares; 2025Q3: 58,877 shares 58,877 $11.3M 0.02% +1,904 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,135 shares; 2024Q4: 139,128 shares; 2025Q1: 166,481 shares; 2025Q2: 160,732 shares; 2025Q3: 202,933 shares 202,933 $11.3M 0.02% +42,201 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,662 shares; 2024Q4: 119,738 shares; 2025Q1: 118,298 shares; 2025Q2: 113,151 shares; 2025Q3: 133,731 shares 133,731 $11.3M 0.02% +20,580 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 187,175 shares; 2024Q4: 158,730 shares; 2025Q1: 168,757 shares; 2025Q2: 164,739 shares; 2025Q3: 165,278 shares 165,278 $11.2M 0.02% +539 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,942 shares; 2024Q4: 58,886 shares; 2025Q1: 68,693 shares; 2025Q2: 75,600 shares; 2025Q3: 80,387 shares 80,387 $11.1M 0.02% +4,787 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,317 shares; 2024Q4: 407,400 shares; 2025Q1: 219,668 shares; 2025Q2: 214,678 shares; 2025Q3: 217,936 shares 217,936 $11M 0.01% +3,258 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 124,715 shares; 2025Q1: 151,888 shares; 2025Q2: 155,613 shares; 2025Q3: 214,247 shares 214,247 $11M 0.01% +58,634 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,696 shares; 2024Q4: 42,745 shares; 2025Q1: 53,761 shares; 2025Q2: 70,483 shares; 2025Q3: 77,031 shares 77,031 $11M 0.01% +6,548 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,754 shares; 2024Q4: 175,029 shares; 2025Q1: 172,867 shares; 2025Q2: 173,573 shares; 2025Q3: 174,651 shares 174,651 $11M 0.01% +1,078 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,115 shares; 2024Q4: 211,196 shares; 2025Q1: 160,370 shares; 2025Q2: 152,834 shares; 2025Q3: 144,645 shares 144,645 $11M 0.01% -8,189 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 409,296 shares; 2024Q4: 295,154 shares; 2025Q1: 289,052 shares; 2025Q2: 197,976 shares; 2025Q3: 180,700 shares 180,700 $10.9M 0.01% -17,276 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,026 shares; 2024Q4: 60,163 shares; 2025Q1: 60,446 shares; 2025Q2: 63,180 shares; 2025Q3: 55,386 shares 55,386 $10.9M 0.01% -7,794 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,903 shares; 2024Q4: 67,134 shares; 2025Q1: 72,010 shares; 2025Q2: 72,179 shares; 2025Q3: 72,963 shares 72,963 $10.9M 0.01% +784 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,450 shares; 2024Q4: 81,447 shares; 2025Q1: 86,519 shares; 2025Q2: 87,424 shares; 2025Q3: 88,759 shares 88,759 $10.9M 0.01% +1,335 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,504 shares; 2024Q4: 48,917 shares; 2025Q1: 46,943 shares; 2025Q2: 39,330 shares; 2025Q3: 36,440 shares 36,440 $10.9M 0.01% -2,890 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,950 shares; 2024Q4: 142,112 shares; 2025Q1: 125,445 shares; 2025Q2: 120,448 shares; 2025Q3: 120,145 shares 120,145 $10.8M 0.01% -303 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,963 shares; 2024Q4: 73,231 shares; 2025Q1: 71,655 shares; 2025Q2: 71,778 shares; 2025Q3: 56,574 shares 56,574 $10.8M 0.01% -15,204 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,657 shares; 2024Q4: 98,576 shares; 2025Q1: 105,924 shares; 2025Q2: 134,221 shares; 2025Q3: 126,873 shares 126,873 $10.8M 0.01% -7,348 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,796 shares; 2024Q4: 82,921 shares; 2025Q1: 86,370 shares; 2025Q2: 81,851 shares; 2025Q3: 81,839 shares 81,839 $10.7M 0.01% -12 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,710 shares; 2024Q4: 115,573 shares; 2025Q1: 64,420 shares; 2025Q2: 76,519 shares; 2025Q3: 80,566 shares 80,566 $10.6M 0.01% +4,047 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,438 shares; 2024Q4: 91,654 shares; 2025Q1: 92,080 shares; 2025Q2: 90,764 shares; 2025Q3: 81,214 shares 81,214 $10.6M 0.01% -9,550 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,483 shares; 2024Q4: 84,942 shares; 2025Q1: 79,781 shares; 2025Q2: 73,170 shares; 2025Q3: 71,658 shares 71,658 $10.6M 0.01% -1,512 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,847 shares; 2024Q4: 228,112 shares; 2025Q1: 320,629 shares; 2025Q2: 422,790 shares; 2025Q3: 281,818 shares 281,818 $10.6M 0.01% -140,972 Timeline CGV TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,962 shares; 2024Q4: 454,771 shares; 2025Q1: 707,563 shares; 2025Q2: 727,759 shares; 2025Q3: 717,060 shares 717,060 $10.5M 0.01% -10,699 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,072 shares; 2024Q4: 27,469 shares; 2025Q1: 18,370 shares; 2025Q2: 36,330 shares; 2025Q3: 35,044 shares 35,044 $10.5M 0.01% -1,286 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,978 shares; 2024Q4: 198,369 shares; 2025Q1: 208,698 shares; 2025Q2: 280,032 shares; 2025Q3: 286,358 shares 286,358 $10.4M 0.01% +6,326 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,992 shares; 2024Q4: 53,737 shares; 2025Q1: 47,091 shares; 2025Q2: 46,405 shares; 2025Q3: 57,823 shares 57,823 $10.3M 0.01% +11,418 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,652 shares; 2024Q4: 426,754 shares; 2025Q1: 378,282 shares; 2025Q2: 377,995 shares; 2025Q3: 358,800 shares 358,800 $10.3M 0.01% -19,195 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,196 shares; 2024Q4: 260,399 shares; 2025Q1: 305,448 shares; 2025Q2: 329,050 shares; 2025Q3: 359,662 shares 359,662 $10.3M 0.01% +30,612 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,384 shares; 2024Q4: 58,825 shares; 2025Q1: 59,155 shares; 2025Q2: 56,396 shares; 2025Q3: 59,520 shares 59,520 $10.3M 0.01% +3,124 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,147 shares; 2024Q4: 47,530 shares; 2025Q1: 44,634 shares; 2025Q2: 45,167 shares; 2025Q3: 44,982 shares 44,982 $10.2M 0.01% -185 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,583 shares; 2024Q4: 29,029 shares; 2025Q1: 29,343 shares; 2025Q2: 24,737 shares; 2025Q3: 43,409 shares 43,409 $10.2M 0.01% +18,672 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,997 shares; 2025Q1: 5,864 shares; 2025Q2: 4,472 shares; 2025Q3: 4,329 shares 4,329 $10.1M 0.01% -143 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 541,716 shares; 2024Q4: 609,532 shares; 2025Q1: 221,030 shares; 2025Q2: 151,841 shares; 2025Q3: 123,842 shares 123,842 $10.1M 0.01% -27,999 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,768 shares; 2024Q4: 91,265 shares; 2025Q1: 91,268 shares; 2025Q2: 82,316 shares; 2025Q3: 82,264 shares 82,264 $10.1M 0.01% -52 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,914 shares; 2024Q4: 171,934 shares; 2025Q1: 133,471 shares; 2025Q2: 123,661 shares; 2025Q3: 125,658 shares 125,658 $10.1M 0.01% +1,997 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,272 shares; 2024Q4: 255,968 shares; 2025Q1: 221,724 shares; 2025Q2: 199,393 shares; 2025Q3: 207,907 shares 207,907 $10M 0.01% +8,514 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,457 shares; 2024Q4: 44,198 shares; 2025Q1: 133,406 shares; 2025Q2: 186,892 shares; 2025Q3: 188,446 shares 188,446 $10M 0.01% +1,554 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,778 shares; 2024Q4: 26,891 shares; 2025Q1: 25,419 shares; 2025Q2: 25,378 shares; 2025Q3: 21,018 shares 21,018 $10M 0.01% -4,360 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,723 shares; 2024Q4: 56,748 shares; 2025Q1: 102,921 shares; 2025Q2: 117,192 shares; 2025Q3: 191,285 shares 191,285 $10M 0.01% +74,093 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,202 shares; 2024Q4: 57,199 shares; 2025Q1: 51,692 shares; 2025Q2: 48,993 shares; 2025Q3: 52,727 shares 52,727 $9.99M 0.01% +3,734 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,143 shares; 2024Q4: 19,975 shares; 2025Q1: 18,190 shares; 2025Q2: 325,132 shares; 2025Q3: 355,570 shares 355,570 $9.95M 0.01% +30,438 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,540 shares; 2024Q4: 62,205 shares; 2025Q1: 65,776 shares; 2025Q2: 101,111 shares; 2025Q3: 106,677 shares 106,677 $9.92M 0.01% +5,566 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,540 shares; 2024Q4: 348,824 shares; 2025Q1: 350,799 shares; 2025Q2: 356,205 shares; 2025Q3: 355,269 shares 355,269 $9.91M 0.01% -936 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,764 shares; 2024Q4: 441,600 shares; 2025Q1: 408,656 shares; 2025Q2: 408,848 shares; 2025Q3: 403,326 shares 403,326 $9.91M 0.01% -5,522 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,647 shares; 2024Q4: 197,860 shares; 2025Q1: 206,599 shares; 2025Q2: 201,581 shares; 2025Q3: 214,110 shares 214,110 $9.9M 0.01% +12,529 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 8,597 shares; 2025Q1: 8,820 shares; 2025Q2: 16,867 shares; 2025Q3: 35,983 shares 35,983 $9.79M 0.01% +19,116 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,034 shares; 2024Q4: 66,578 shares; 2025Q1: 72,775 shares; 2025Q2: 58,192 shares; 2025Q3: 64,769 shares 64,769 $9.77M 0.01% +6,577 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,622 shares; 2024Q4: 25,760 shares; 2025Q1: 24,605 shares; 2025Q2: 30,627 shares; 2025Q3: 31,443 shares 31,443 $9.75M 0.01% +816 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,173 shares; 2025Q2: 59,497 shares; 2025Q3: 316,221 shares 316,221 $9.74M 0.01% +256,724 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328,633 shares 328,633 $9.72M 0.01% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,805 shares; 2024Q4: 228,938 shares; 2025Q1: 236,733 shares; 2025Q2: 236,344 shares; 2025Q3: 227,804 shares 227,804 $9.67M 0.01% -8,540 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,218 shares; 2024Q4: 96,706 shares; 2025Q1: 93,242 shares; 2025Q2: 186,996 shares; 2025Q3: 196,853 shares 196,853 $9.65M 0.01% +9,857 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,095 shares; 2024Q4: 95,331 shares; 2025Q1: 84,607 shares; 2025Q2: 81,294 shares; 2025Q3: 80,005 shares 80,005 $9.59M 0.01% -1,289 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,229 shares; 2024Q4: 24,351 shares; 2025Q1: 16,172 shares; 2025Q2: 40,187 shares; 2025Q3: 43,897 shares 43,897 $9.57M 0.01% +3,710 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,835 shares; 2024Q4: 17,572 shares; 2025Q1: 16,974 shares; 2025Q2: 16,680 shares; 2025Q3: 16,203 shares 16,203 $9.5M 0.01% -477 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,472 shares; 2024Q4: 150,840 shares; 2025Q1: 158,601 shares; 2025Q2: 186,667 shares; 2025Q3: 179,398 shares 179,398 $9.49M 0.01% -7,269 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,571 shares; 2025Q1: 9,266 shares; 2025Q2: 10,644 shares; 2025Q3: 13,219 shares 13,219 $9.49M 0.01% +2,575 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,341 shares; 2024Q4: 70,341 shares; 2025Q1: 64,947 shares; 2025Q2: 63,349 shares; 2025Q3: 63,185 shares 63,185 $9.47M 0.01% -164 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,382 shares; 2024Q4: 136,283 shares; 2025Q1: 122,706 shares; 2025Q2: 119,170 shares; 2025Q3: 109,624 shares 109,624 $9.46M 0.01% -9,546 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,154 shares; 2024Q4: 303,603 shares; 2025Q1: 304,476 shares; 2025Q2: 314,685 shares; 2025Q3: 318,748 shares 318,748 $9.45M 0.01% +4,063 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,712 shares; 2024Q4: 49,842 shares; 2025Q1: 42,319 shares; 2025Q2: 43,748 shares; 2025Q3: 36,219 shares 36,219 $9.43M 0.01% -7,529 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,676,575 shares; 2024Q4: 506,926 shares; 2025Q1: 448,112 shares; 2025Q2: 400,194 shares; 2025Q3: 349,933 shares 349,933 $9.4M 0.01% -50,261 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,940 shares; 2024Q4: 197,795 shares; 2025Q1: 185,773 shares; 2025Q2: 190,449 shares; 2025Q3: 185,067 shares 185,067 $9.37M 0.01% -5,382 Timeline AMERICAN WTR CAP CORP AMERICAN WTR CAP CORP More: the full row for AMERICAN WTR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,225,000 shares; 2025Q1: not reported; 2025Q2: 4,631,000 shares; 2025Q3: 9,350,000 shares 9,350,000 $9.36M 0.01% +4,719,000 VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,971 shares; 2024Q4: 26,319 shares; 2025Q1: 57,754 shares; 2025Q2: 32,052 shares; 2025Q3: 23,565 shares 23,565 $9.34M 0.01% -8,487 Timeline AFSM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 219,786 shares; 2025Q1: 242,968 shares; 2025Q2: 276,682 shares; 2025Q3: 284,550 shares 284,550 $9.31M 0.01% +7,868 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500,601 shares; 2024Q4: 466,011 shares; 2025Q1: 481,144 shares; 2025Q2: 448,870 shares; 2025Q3: 469,685 shares 469,685 $9.26M 0.01% +20,815 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,039 shares; 2024Q4: 119,991 shares; 2025Q1: 115,642 shares; 2025Q2: 115,153 shares; 2025Q3: 108,625 shares 108,625 $9.22M 0.01% -6,528 Timeline CRD-B CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 942,353 shares; 2024Q4: 941,853 shares; 2025Q1: 941,853 shares; 2025Q2: 941,853 shares; 2025Q3: 941,853 shares 941,853 $9.21M 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,796 shares; 2024Q4: 7,333 shares; 2025Q1: 7,320 shares; 2025Q2: 5,251 shares; 2025Q3: 4,797 shares 4,797 $9.17M 0.01% -454 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,114 shares; 2024Q4: 21,723 shares; 2025Q1: 40,692 shares; 2025Q2: 40,882 shares; 2025Q3: 63,262 shares 63,262 $9.09M 0.01% +22,380 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,167 shares; 2024Q4: 35,441 shares; 2025Q1: 45,777 shares; 2025Q2: 49,912 shares; 2025Q3: 50,974 shares 50,974 $9.08M 0.01% +1,062 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,330 shares; 2024Q4: 37,913 shares; 2025Q1: 32,090 shares; 2025Q2: 30,407 shares; 2025Q3: 30,369 shares 30,369 $9.02M 0.01% -38 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,095 shares; 2024Q4: 141,060 shares; 2025Q1: 131,855 shares; 2025Q2: 117,688 shares; 2025Q3: 106,728 shares 106,728 $9M 0.01% -10,960 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,763 shares; 2025Q3: 90,957 shares 90,957 $9M 0.01% +7,194 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,424 shares; 2024Q4: 119,504 shares; 2025Q1: 121,091 shares; 2025Q2: 44,650 shares; 2025Q3: 43,483 shares 43,483 $9M 0.01% -1,167 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,716 shares; 2024Q4: 140,749 shares; 2025Q1: 171,495 shares; 2025Q2: 186,633 shares; 2025Q3: 227,476 shares 227,476 $8.99M 0.01% +40,843 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,611 shares; 2024Q4: 143,452 shares; 2025Q1: 160,657 shares; 2025Q2: 175,407 shares; 2025Q3: 258,587 shares 258,587 $8.96M 0.01% +83,180 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,231 shares; 2024Q4: 220,227 shares; 2025Q1: 229,085 shares; 2025Q2: 204,163 shares; 2025Q3: 244,610 shares 244,610 $8.94M 0.01% +40,447 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,040 shares 90,040 $8.9M 0.01% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,894 shares; 2024Q4: 70,301 shares; 2025Q1: 86,888 shares; 2025Q2: 103,287 shares; 2025Q3: 111,424 shares 111,424 $8.89M 0.01% +8,137 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,996 shares; 2024Q4: 495,592 shares; 2025Q1: 518,967 shares; 2025Q2: 581,921 shares; 2025Q3: 1,084,437 shares 1,084,437 $8.87M 0.01% +502,516 SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,262 shares; 2024Q4: 183,971 shares; 2025Q1: 189,714 shares; 2025Q2: 196,328 shares; 2025Q3: 201,353 shares 201,353 $8.86M 0.01% +5,025 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,236 shares; 2024Q4: 168,480 shares; 2025Q1: 166,807 shares; 2025Q2: 167,977 shares; 2025Q3: 165,914 shares 165,914 $8.86M 0.01% -2,063 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,624 shares; 2024Q4: 26,235 shares; 2025Q1: 32,737 shares; 2025Q2: 32,463 shares; 2025Q3: 27,140 shares 27,140 $8.78M 0.01% -5,323 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,987 shares; 2024Q4: 20,032 shares; 2025Q1: 17,880 shares; 2025Q2: 26,358 shares; 2025Q3: 25,412 shares 25,412 $8.77M 0.01% -946 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,256 shares; 2024Q4: 113,292 shares; 2025Q1: 96,790 shares; 2025Q2: 95,100 shares; 2025Q3: 75,444 shares 75,444 $8.75M 0.01% -19,656 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,069 shares; 2024Q4: 20,268 shares; 2025Q1: 23,025 shares; 2025Q2: 22,944 shares; 2025Q3: 22,368 shares 22,368 $8.73M 0.01% -576 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,390 shares; 2024Q4: 226,520 shares; 2025Q1: 212,825 shares; 2025Q2: 206,109 shares; 2025Q3: 183,165 shares 183,165 $8.7M 0.01% -22,944 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,258 shares; 2024Q4: 10,327 shares; 2025Q1: 13,574 shares; 2025Q2: 151,567 shares; 2025Q3: 152,008 shares 152,008 $8.69M 0.01% +441 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,928 shares; 2024Q4: 97,961 shares; 2025Q1: 104,964 shares; 2025Q2: 102,022 shares; 2025Q3: 109,616 shares 109,616 $8.6M 0.01% +7,594 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,735 shares; 2024Q4: 106,305 shares; 2025Q1: 109,660 shares; 2025Q2: 112,391 shares; 2025Q3: 115,902 shares 115,902 $8.52M 0.01% +3,511 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,740 shares; 2025Q3: 221,082 shares 221,082 $8.51M 0.01% +81,342 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,560 shares; 2024Q4: 56,935 shares; 2025Q1: 49,501 shares; 2025Q2: 48,683 shares; 2025Q3: 47,578 shares 47,578 $8.5M 0.01% -1,105 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,785 shares; 2024Q4: 33,889 shares; 2025Q1: 30,481 shares; 2025Q2: 41,027 shares; 2025Q3: 40,594 shares 40,594 $8.5M 0.01% -433 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,711 shares; 2024Q4: 107,840 shares; 2025Q1: 95,273 shares; 2025Q2: 93,651 shares; 2025Q3: 79,711 shares 79,711 $8.5M 0.01% -13,940 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,555 shares; 2024Q4: 109,372 shares; 2025Q1: 102,056 shares; 2025Q2: 97,082 shares; 2025Q3: 102,395 shares 102,395 $8.47M 0.01% +5,313 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,530 shares; 2024Q4: 204,351 shares; 2025Q1: 204,537 shares; 2025Q2: 200,469 shares; 2025Q3: 205,716 shares 205,716 $8.46M 0.01% +5,247 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,154 shares; 2024Q4: 24,203 shares; 2025Q1: 24,690 shares; 2025Q2: 24,718 shares; 2025Q3: 24,306 shares 24,306 $8.43M 0.01% -412 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,009 shares; 2024Q4: 170,138 shares; 2025Q1: 173,467 shares; 2025Q2: 172,063 shares; 2025Q3: 175,600 shares 175,600 $8.43M 0.01% +3,537 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330,895 shares; 2024Q4: 326,913 shares; 2025Q1: 324,497 shares; 2025Q2: 498,856 shares; 2025Q3: 1,028,129 shares 1,028,129 $8.43M 0.01% +529,273 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,499 shares; 2024Q4: 311,449 shares; 2025Q1: 126,173 shares; 2025Q2: 125,767 shares; 2025Q3: 122,648 shares 122,648 $8.41M 0.01% -3,119 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 382,824 shares; 2024Q4: 378,525 shares; 2025Q1: 403,631 shares; 2025Q2: 390,153 shares; 2025Q3: 437,816 shares 437,816 $8.38M 0.01% +47,663 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,791 shares; 2024Q4: 42,238 shares; 2025Q1: 41,872 shares; 2025Q2: 40,789 shares; 2025Q3: 40,671 shares 40,671 $8.35M 0.01% -118 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 366,820 shares; 2024Q4: 327,376 shares; 2025Q1: 330,349 shares; 2025Q2: 347,821 shares; 2025Q3: 359,933 shares 359,933 $8.33M 0.01% +12,112 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270,819 shares 270,819 $8.32M 0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,911 shares; 2024Q4: 21,124 shares; 2025Q1: 55,272 shares; 2025Q2: 53,974 shares; 2025Q3: 43,542 shares 43,542 $8.3M 0.01% -10,432 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,610 shares; 2024Q4: 102,337 shares; 2025Q1: 103,841 shares; 2025Q2: 102,689 shares; 2025Q3: 102,657 shares 102,657 $8.28M 0.01% -32 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,959 shares; 2024Q4: 134,176 shares; 2025Q1: 127,936 shares; 2025Q2: 115,490 shares; 2025Q3: 114,296 shares 114,296 $8.26M 0.01% -1,194 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 360,571 shares; 2024Q4: 1,468,735 shares; 2025Q1: 1,598,476 shares; 2025Q2: 1,699,862 shares; 2025Q3: 675,853 shares 675,853 $8.25M 0.01% -1,024,009 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,281 shares; 2024Q4: 38,942 shares; 2025Q1: 45,917 shares; 2025Q2: 48,647 shares; 2025Q3: 51,125 shares 51,125 $8.21M 0.01% +2,478 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,003 shares; 2024Q4: 12,037 shares; 2025Q1: 13,028 shares; 2025Q2: 31,865 shares; 2025Q3: 37,773 shares 37,773 $8.2M 0.01% +5,908 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342,530 shares; 2024Q4: 1,415,317 shares; 2025Q1: 406,642 shares; 2025Q2: 247,429 shares; 2025Q3: 194,152 shares 194,152 $8.15M 0.01% -53,277 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,842 shares; 2024Q4: 39,489 shares; 2025Q1: 40,098 shares; 2025Q2: 45,234 shares; 2025Q3: 45,331 shares 45,331 $8.13M 0.01% +97 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,787 shares; 2024Q4: 47,383 shares; 2025Q1: 67,176 shares; 2025Q2: 52,691 shares; 2025Q3: 49,893 shares 49,893 $8.08M 0.01% -2,798 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,203 shares; 2024Q4: 115,980 shares; 2025Q1: 149,435 shares; 2025Q2: 345,341 shares; 2025Q3: 355,256 shares 355,256 $8.07M 0.01% +9,915 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,151 shares; 2024Q4: 252,065 shares; 2025Q1: 253,131 shares; 2025Q2: 253,346 shares; 2025Q3: 253,025 shares 253,025 $8.07M 0.01% -321 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,246 shares; 2024Q4: 43,531 shares; 2025Q1: 41,895 shares; 2025Q2: 44,413 shares; 2025Q3: 47,835 shares 47,835 $8.06M 0.01% +3,422 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,827 shares; 2024Q4: 14,492 shares; 2025Q1: 14,096 shares; 2025Q2: 13,717 shares; 2025Q3: 14,700 shares 14,700 $8.04M 0.01% +983 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,267 shares; 2024Q4: 316,175 shares; 2025Q1: 299,125 shares; 2025Q2: 293,745 shares; 2025Q3: 297,124 shares 297,124 $8.01M 0.01% +3,379 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,025 shares; 2025Q3: 189,606 shares 189,606 $8M 0.01% +1,581 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,221 shares; 2024Q4: 35,968 shares; 2025Q1: 35,961 shares; 2025Q2: 35,181 shares; 2025Q3: 34,511 shares 34,511 $7.92M 0.01% -670 Timeline MARRIOTT VACATION WORLDW MARRIOTT VACATION WORLDW More: the full row for MARRIOTT VACATION WORLDW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,760,000 shares; 2025Q3: 8,000,000 shares 8,000,000 $7.87M 0.01% +5,240,000 SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,060 shares; 2024Q4: 66,751 shares; 2025Q1: 65,158 shares; 2025Q2: 64,167 shares; 2025Q3: 60,898 shares 60,898 $7.84M 0.01% -3,269 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,861 shares; 2024Q4: 302,057 shares; 2025Q1: 277,552 shares; 2025Q2: 302,645 shares; 2025Q3: 315,402 shares 315,402 $7.84M 0.01% +12,757 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 298,681 shares; 2024Q4: 289,646 shares; 2025Q1: 189,539 shares; 2025Q2: 190,892 shares; 2025Q3: 192,499 shares 192,499 $7.81M 0.01% +1,607 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,907 shares; 2025Q1: 164,208 shares; 2025Q2: 206,709 shares; 2025Q3: 172,193 shares 172,193 $7.8M 0.01% -34,516 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,353 shares; 2024Q4: 160,130 shares; 2025Q1: 163,398 shares; 2025Q2: 150,150 shares; 2025Q3: 137,294 shares 137,294 $7.79M 0.01% -12,856 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,975 shares; 2024Q4: 9,969 shares; 2025Q1: 103,262 shares; 2025Q2: 100,658 shares; 2025Q3: 106,019 shares 106,019 $7.78M 0.01% +5,361 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,993 shares; 2024Q4: 89,792 shares; 2025Q1: 154,388 shares; 2025Q2: 144,418 shares; 2025Q3: 191,497 shares 191,497 $7.77M 0.01% +47,079 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,741 shares; 2024Q4: 82,340 shares; 2025Q1: 70,813 shares; 2025Q2: 65,833 shares; 2025Q3: 68,242 shares 68,242 $7.75M 0.01% +2,409 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,174 shares; 2024Q4: 13,093 shares; 2025Q1: 14,364 shares; 2025Q2: 17,338 shares; 2025Q3: 103,784 shares 103,784 $7.72M 0.01% +86,446 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,604 shares; 2024Q4: 174,737 shares; 2025Q1: 154,632 shares; 2025Q2: 151,254 shares; 2025Q3: 149,711 shares 149,711 $7.71M 0.01% -1,543 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,445 shares; 2024Q4: 53,890 shares; 2025Q1: 60,254 shares; 2025Q2: 75,499 shares; 2025Q3: 69,413 shares 69,413 $7.7M 0.01% -6,086 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 10,764 shares; 2025Q1: 17,414 shares; 2025Q2: 16,759 shares; 2025Q3: 29,107 shares 29,107 $7.64M 0.01% +12,348 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,283 shares 90,283 $7.64M 0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,638 shares; 2024Q4: 105,574 shares; 2025Q1: 145,594 shares; 2025Q2: 147,721 shares; 2025Q3: 153,182 shares 153,182 $7.63M 0.01% +5,461 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,658 shares; 2024Q4: 42,197 shares; 2025Q1: 51,894 shares; 2025Q2: 64,082 shares; 2025Q3: 66,477 shares 66,477 $7.62M 0.01% +2,395 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,238 shares; 2024Q4: 71,043 shares; 2025Q1: 76,234 shares; 2025Q2: 71,879 shares; 2025Q3: 70,200 shares 70,200 $7.62M 0.01% -1,679 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,323 shares; 2024Q4: 159,988 shares; 2025Q1: 147,566 shares; 2025Q2: 142,120 shares; 2025Q3: 142,713 shares 142,713 $7.59M 0.01% +593 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,876 shares; 2024Q4: 35,091 shares; 2025Q1: 38,276 shares; 2025Q2: 39,433 shares; 2025Q3: 40,333 shares 40,333 $7.57M 0.01% +900 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,537 shares; 2024Q4: 80,267 shares; 2025Q1: 73,798 shares; 2025Q2: 71,725 shares; 2025Q3: 71,910 shares 71,910 $7.56M 0.01% +185 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,920 shares; 2024Q4: 91,525 shares; 2025Q1: 114,883 shares; 2025Q2: 116,781 shares; 2025Q3: 112,896 shares 112,896 $7.52M 0.01% -3,885 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,054 shares; 2024Q4: 404,492 shares; 2025Q1: 381,087 shares; 2025Q2: 431,550 shares; 2025Q3: 359,116 shares 359,116 $7.52M 0.01% -72,434 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,405 shares; 2024Q4: 14,230 shares; 2025Q1: 14,099 shares; 2025Q2: 13,397 shares; 2025Q3: 13,842 shares 13,842 $7.52M 0.01% +445 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,431 shares; 2024Q4: 45,094 shares; 2025Q1: 44,341 shares; 2025Q2: 45,026 shares; 2025Q3: 77,427 shares 77,427 $7.49M 0.01% +32,401 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,681 shares; 2024Q4: 123,654 shares; 2025Q1: 121,534 shares; 2025Q2: 128,005 shares; 2025Q3: 125,247 shares 125,247 $7.48M 0.01% -2,758 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 230,370 shares; 2024Q4: 205,103 shares; 2025Q1: 273,333 shares; 2025Q2: 211,217 shares; 2025Q3: 225,876 shares 225,876 $7.47M 0.01% +14,659 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,860 shares; 2024Q4: 10,277 shares; 2025Q1: 11,701 shares; 2025Q2: 12,898 shares; 2025Q3: 14,525 shares 14,525 $7.47M 0.01% +1,627 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,482 shares; 2024Q4: 15,967 shares; 2025Q1: 16,020 shares; 2025Q2: 16,492 shares; 2025Q3: 17,339 shares 17,339 $7.46M 0.01% +847 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 489,996 shares; 2024Q4: 520,907 shares; 2025Q1: 593,323 shares; 2025Q2: 599,214 shares; 2025Q3: 437,136 shares 437,136 $7.39M 0.01% -162,078 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,805 shares; 2024Q4: 68,811 shares; 2025Q1: 65,293 shares; 2025Q2: 63,099 shares; 2025Q3: 62,161 shares 62,161 $7.33M 0.01% -938 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,466 shares; 2024Q4: 153,615 shares; 2025Q1: 165,150 shares; 2025Q2: 184,629 shares; 2025Q3: 203,743 shares 203,743 $7.3M 0.01% +19,114 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 195,491 shares; 2025Q2: 233,288 shares; 2025Q3: 246,111 shares 246,111 $7.29M 0.01% +12,823 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 285,314 shares; 2024Q4: 283,870 shares; 2025Q1: 286,131 shares; 2025Q2: 288,933 shares; 2025Q3: 299,699 shares 299,699 $7.28M 0.01% +10,766 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,695 shares; 2024Q4: 300,215 shares; 2025Q1: 302,154 shares; 2025Q2: 298,961 shares; 2025Q3: 305,326 shares 305,326 $7.21M 0.01% +6,365 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,173 shares; 2024Q4: 167,052 shares; 2025Q1: 157,951 shares; 2025Q2: 153,831 shares; 2025Q3: 153,084 shares 153,084 $7.2M 0.01% -747 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,014 shares; 2024Q4: 106,312 shares; 2025Q1: 85,925 shares; 2025Q2: 77,757 shares; 2025Q3: 33,361 shares 33,361 $7.13M 0.01% -44,396 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,673 shares; 2024Q4: 19,518 shares; 2025Q1: 18,911 shares; 2025Q2: 13,525 shares; 2025Q3: 13,463 shares 13,463 $7.13M 0.01% -62 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,152 shares; 2024Q4: 82,644 shares; 2025Q1: 81,762 shares; 2025Q2: 93,715 shares; 2025Q3: 92,430 shares 92,430 $7.09M 0.01% -1,285 Timeline 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,455 shares; 2024Q4: 91,783 shares; 2025Q1: 89,457 shares; 2025Q2: 85,503 shares; 2025Q3: 85,606 shares 85,606 $7.07M 0.01% +103 Timeline ITRON INC ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977,000 shares; 2024Q4: 2,043,000 shares; 2025Q1: not reported; 2025Q2: 4,017,000 shares; 2025Q3: 6,686,000 shares 6,686,000 $7.06M 0.01% +2,669,000 TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,283 shares; 2024Q4: 49,799 shares; 2025Q1: 48,926 shares; 2025Q2: 43,602 shares; 2025Q3: 42,383 shares 42,383 $7.04M 0.01% -1,219 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,206 shares; 2024Q4: 18,963 shares; 2025Q1: 21,150 shares; 2025Q2: 24,003 shares; 2025Q3: 35,915 shares 35,915 $7.04M 0.01% +11,912 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,703 shares; 2024Q4: 24,318 shares; 2025Q1: 24,858 shares; 2025Q2: 20,002 shares; 2025Q3: 19,722 shares 19,722 $7.03M 0.01% -280 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,928 shares; 2024Q4: 18,618 shares; 2025Q1: 13,775 shares; 2025Q2: 12,573 shares; 2025Q3: 12,364 shares 12,364 $7.02M 0.01% -209 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 187,031 shares 187,031 $6.98M 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 7,835 shares; 2025Q1: 8,562 shares; 2025Q2: 18,161 shares; 2025Q3: 21,668 shares 21,668 $6.98M 0.01% +3,507 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,994 shares; 2024Q4: 53,582 shares; 2025Q1: 72,054 shares; 2025Q2: 64,660 shares; 2025Q3: 69,094 shares 69,094 $6.94M 0.01% +4,434 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,830 shares; 2024Q4: 64,084 shares; 2025Q1: 68,020 shares; 2025Q2: 67,973 shares; 2025Q3: 70,323 shares 70,323 $6.93M 0.01% +2,350 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294,613 shares 294,613 $6.9M 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,273 shares; 2024Q4: 14,517 shares; 2025Q1: 12,837 shares; 2025Q2: 9,477 shares; 2025Q3: 35,062 shares 35,062 $6.87M 0.01% +25,585 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,678 shares; 2024Q4: 135,685 shares; 2025Q1: 133,568 shares; 2025Q2: 134,576 shares; 2025Q3: 153,603 shares 153,603 $6.86M 0.01% +19,027 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,109 shares; 2024Q4: 148,765 shares; 2025Q1: 149,495 shares; 2025Q2: 150,908 shares; 2025Q3: 150,262 shares 150,262 $6.85M 0.01% -646 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,220 shares; 2024Q4: 13,239 shares; 2025Q1: 14,370 shares; 2025Q2: 31,064 shares; 2025Q3: 27,481 shares 27,481 $6.8M 0.01% -3,583 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,135 shares; 2024Q4: 64,633 shares; 2025Q1: 69,760 shares; 2025Q2: 77,757 shares; 2025Q3: 86,544 shares 86,544 $6.8M 0.01% +8,787 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,577 shares; 2025Q2: 11,245 shares; 2025Q3: 225,550 shares 225,550 $6.79M 0.01% +214,305 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,036 shares; 2024Q4: 18,749 shares; 2025Q1: 18,448 shares; 2025Q2: 19,146 shares; 2025Q3: 19,541 shares 19,541 $6.77M 0.01% +395 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,598 shares; 2024Q4: 93,802 shares; 2025Q1: 87,685 shares; 2025Q2: 83,435 shares; 2025Q3: 80,981 shares 80,981 $6.75M 0.01% -2,454 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,906 shares; 2024Q4: 10,466 shares; 2025Q1: 10,808 shares; 2025Q2: 10,269 shares; 2025Q3: 10,360 shares 10,360 $6.73M 0.01% +91 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 265,177 shares; 2024Q4: 282,809 shares; 2025Q1: 280,969 shares; 2025Q2: 274,547 shares; 2025Q3: 270,366 shares 270,366 $6.71M 0.01% -4,181 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,360 shares 133,360 $6.71M 0.01% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,187 shares; 2024Q4: 154,343 shares; 2025Q1: 150,253 shares; 2025Q2: 149,625 shares; 2025Q3: 142,879 shares 142,879 $6.67M 0.01% -6,746 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,075 shares; 2024Q4: 107,977 shares; 2025Q1: 91,355 shares; 2025Q2: 79,549 shares; 2025Q3: 90,545 shares 90,545 $6.66M 0.01% +10,996 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,368 shares; 2025Q3: 126,879 shares 126,879 $6.63M 0.01% +78,511 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,283 shares; 2024Q4: 136,594 shares; 2025Q1: 135,914 shares; 2025Q2: 165,751 shares; 2025Q3: 168,924 shares 168,924 $6.63M 0.01% +3,173 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,536 shares; 2024Q4: 42,971 shares; 2025Q1: 48,410 shares; 2025Q2: 48,615 shares; 2025Q3: 46,318 shares 46,318 $6.6M 0.01% -2,297 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,627 shares; 2024Q4: 124,285 shares; 2025Q1: 134,177 shares; 2025Q2: 137,281 shares; 2025Q3: 136,775 shares 136,775 $6.59M 0.01% -506 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,908 shares; 2024Q4: 70,910 shares; 2025Q1: 81,603 shares; 2025Q2: 78,643 shares; 2025Q3: 79,067 shares 79,067 $6.59M 0.01% +424 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,558 shares; 2024Q4: 30,629 shares; 2025Q1: 29,636 shares; 2025Q2: 22,835 shares; 2025Q3: 22,805 shares 22,805 $6.59M 0.01% -30 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,610 shares; 2024Q4: 121,240 shares; 2025Q1: 145,653 shares; 2025Q2: 153,017 shares; 2025Q3: 156,673 shares 156,673 $6.56M 0.01% +3,656 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 753,789 shares; 2024Q4: 730,429 shares; 2025Q1: 1,045,771 shares; 2025Q2: 723,264 shares; 2025Q3: 645,990 shares 645,990 $6.54M 0.01% -77,274 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,343 shares; 2024Q4: 145,527 shares; 2025Q1: 147,535 shares; 2025Q2: 146,598 shares; 2025Q3: 189,800 shares 189,800 $6.52M 0.01% +43,202 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,009 shares; 2024Q4: 102,398 shares; 2025Q1: 72,324 shares; 2025Q2: 66,750 shares; 2025Q3: 49,157 shares 49,157 $6.51M 0.01% -17,593 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,217 shares; 2024Q4: 130,808 shares; 2025Q1: 107,277 shares; 2025Q2: 105,486 shares; 2025Q3: 104,980 shares 104,980 $6.5M 0.01% -506 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 378,367 shares; 2024Q4: 399,973 shares; 2025Q1: 401,069 shares; 2025Q2: 401,123 shares; 2025Q3: 407,353 shares 407,353 $6.49M 0.01% +6,230 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 18,043 shares; 2025Q1: 16,473 shares; 2025Q2: 15,115 shares; 2025Q3: 58,548 shares 58,548 $6.48M 0.01% +43,433 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,512 shares; 2024Q4: 81,471 shares; 2025Q1: 75,796 shares; 2025Q2: 70,865 shares; 2025Q3: 72,052 shares 72,052 $6.48M 0.01% +1,187 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,237 shares; 2024Q4: 1,456 shares; 2025Q1: 21,900 shares; 2025Q2: 20,637 shares; 2025Q3: 20,500 shares 20,500 $6.48M 0.01% -137 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,907 shares; 2024Q4: 23,991 shares; 2025Q1: 22,434 shares; 2025Q2: 22,750 shares; 2025Q3: 22,399 shares 22,399 $6.43M 0.01% -351 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,774 shares; 2024Q4: 151,451 shares; 2025Q1: 153,446 shares; 2025Q2: 156,776 shares; 2025Q3: 148,671 shares 148,671 $6.41M 0.01% -8,105 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,276 shares; 2024Q4: 123,497 shares; 2025Q1: 106,138 shares; 2025Q2: 102,294 shares; 2025Q3: 104,961 shares 104,961 $6.4M 0.01% +2,667 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,869 shares; 2024Q4: 110,932 shares; 2025Q1: 116,804 shares; 2025Q2: 163,157 shares; 2025Q3: 181,264 shares 181,264 $6.4M 0.01% +18,107 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,216 shares; 2024Q4: 17,516 shares; 2025Q1: 17,667 shares; 2025Q2: 37,456 shares; 2025Q3: 36,442 shares 36,442 $6.38M 0.01% -1,014 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,988 shares; 2024Q4: 298,809 shares; 2025Q1: 278,976 shares; 2025Q2: 336,417 shares; 2025Q3: 246,506 shares 246,506 $6.37M 0.01% -89,911 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,484 shares; 2024Q4: 247,983 shares; 2025Q1: 115,937 shares; 2025Q2: 92,842 shares; 2025Q3: 76,626 shares 76,626 $6.37M 0.01% -16,216 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,560 shares; 2024Q4: 23,105 shares; 2025Q1: 22,199 shares; 2025Q2: 22,313 shares; 2025Q3: 22,196 shares 22,196 $6.36M 0.01% -117 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,885 shares; 2024Q4: 161,392 shares; 2025Q1: 221,818 shares; 2025Q2: 316,322 shares; 2025Q3: 424,480 shares 424,480 $6.36M 0.01% +108,158 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,751 shares; 2024Q4: 163,742 shares; 2025Q1: 136,827 shares; 2025Q2: 124,924 shares; 2025Q3: 128,321 shares 128,321 $6.35M 0.01% +3,397 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,249 shares; 2024Q4: 169,408 shares; 2025Q1: 141,863 shares; 2025Q2: 134,276 shares; 2025Q3: 140,391 shares 140,391 $6.33M 0.01% +6,115 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,926 shares; 2024Q4: 38,368 shares; 2025Q1: 37,216 shares; 2025Q2: 34,198 shares; 2025Q3: 33,463 shares 33,463 $6.29M 0.01% -735 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,170 shares; 2024Q4: 129,822 shares; 2025Q1: 74,429 shares; 2025Q2: 70,141 shares; 2025Q3: 70,167 shares 70,167 $6.29M 0.01% +26 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,414 shares; 2024Q4: 202,755 shares; 2025Q1: 180,759 shares; 2025Q2: 162,254 shares; 2025Q3: 159,918 shares 159,918 $6.28M 0.01% -2,336 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,062 shares; 2024Q4: 68,625 shares; 2025Q1: 508,318 shares; 2025Q2: 111,367 shares; 2025Q3: 109,459 shares 109,459 $6.27M 0.01% -1,908 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,058 shares; 2024Q4: 175,656 shares; 2025Q1: 166,149 shares; 2025Q2: 172,888 shares; 2025Q3: 155,386 shares 155,386 $6.27M 0.01% -17,502 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,972 shares; 2024Q4: 48,654 shares; 2025Q1: 48,667 shares; 2025Q2: 48,759 shares; 2025Q3: 49,931 shares 49,931 $6.26M 0.01% +1,172 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,339 shares; 2024Q4: 148,719 shares; 2025Q1: 149,922 shares; 2025Q2: 144,891 shares; 2025Q3: 148,947 shares 148,947 $6.26M 0.01% +4,056 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,986 shares; 2024Q4: 47,737 shares; 2025Q1: 59,113 shares; 2025Q2: 138,989 shares; 2025Q3: 140,976 shares 140,976 $6.25M 0.01% +1,987 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,335 shares; 2024Q4: 47,911 shares; 2025Q1: 46,582 shares; 2025Q2: 46,127 shares; 2025Q3: 37,390 shares 37,390 $6.24M 0.01% -8,737 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,197 shares; 2024Q4: 12,293 shares; 2025Q1: 12,385 shares; 2025Q2: 11,174 shares; 2025Q3: 10,723 shares 10,723 $6.23M 0.01% -451 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,071 shares; 2024Q4: 207,430 shares; 2025Q1: 164,513 shares; 2025Q2: 164,393 shares; 2025Q3: 165,307 shares 165,307 $6.22M 0.01% +914 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,093 shares; 2024Q4: 127,177 shares; 2025Q1: 99,472 shares; 2025Q2: 96,864 shares; 2025Q3: 96,534 shares 96,534 $6.21M 0.01% -330 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 536,547 shares; 2024Q4: 534,051 shares; 2025Q1: 531,047 shares; 2025Q2: 535,948 shares; 2025Q3: 535,487 shares 535,487 $6.21M 0.01% -461 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,719 shares; 2024Q4: 67,957 shares; 2025Q1: 65,761 shares; 2025Q2: 68,159 shares; 2025Q3: 70,640 shares 70,640 $6.15M 0.01% +2,481 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,251 shares; 2024Q4: 148,556 shares; 2025Q1: 147,212 shares; 2025Q2: 147,408 shares; 2025Q3: 142,098 shares 142,098 $6.12M 0.01% -5,310 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,083 shares; 2024Q4: 66,097 shares; 2025Q1: 67,121 shares; 2025Q2: 44,394 shares; 2025Q3: 43,793 shares 43,793 $6.11M 0.01% -601 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,126 shares; 2024Q4: 26,086 shares; 2025Q1: 99,907 shares; 2025Q2: 30,159 shares; 2025Q3: 30,544 shares 30,544 $6.09M 0.01% +385 Timeline NEXTERA ENERGY CAP HLDGS INC NEXTERA ENERGY CAP HLDGS INC More: the full row for NEXTERA ENERGY CAP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,139,000 shares; 2025Q3: 5,153,000 shares 5,153,000 $6.09M 0.01% +14,000 RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,649 shares; 2024Q4: 200,509 shares; 2025Q1: 209,171 shares; 2025Q2: 206,832 shares; 2025Q3: 230,148 shares 230,148 $6.07M 0.01% +23,316 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,519 shares; 2024Q4: 44,578 shares; 2025Q1: 45,616 shares; 2025Q2: 49,279 shares; 2025Q3: 53,223 shares 53,223 $6.06M 0.01% +3,944 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,561 shares; 2024Q4: 93,269 shares; 2025Q1: 104,222 shares; 2025Q2: 107,502 shares; 2025Q3: 104,428 shares 104,428 $6.05M 0.01% -3,074 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,592 shares; 2024Q4: 374,456 shares; 2025Q1: 403,936 shares; 2025Q2: 160,693 shares; 2025Q3: 46,956 shares 46,956 $6.05M 0.01% -113,737 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,183 shares; 2024Q4: 41,666 shares; 2025Q1: 31,723 shares; 2025Q2: 36,248 shares; 2025Q3: 37,551 shares 37,551 $6.04M 0.01% +1,303 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,087 shares; 2024Q4: 32,676 shares; 2025Q1: 83,927 shares; 2025Q2: 80,884 shares; 2025Q3: 84,990 shares 84,990 $6.03M 0.01% +4,106 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,636 shares; 2024Q4: 261,135 shares; 2025Q1: 323,736 shares; 2025Q2: 391,171 shares; 2025Q3: 417,089 shares 417,089 $6.02M 0.01% +25,918 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 145,258 shares; 2024Q4: 286,265 shares; 2025Q1: 279,881 shares; 2025Q2: 260,865 shares; 2025Q3: 260,319 shares 260,319 $6.01M 0.01% -546 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,347 shares; 2024Q4: 41,653 shares; 2025Q1: 46,041 shares; 2025Q2: 45,061 shares; 2025Q3: 45,159 shares 45,159 $5.98M 0.01% +98 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,146 shares; 2024Q4: 133,602 shares; 2025Q1: 125,465 shares; 2025Q2: 80,534 shares; 2025Q3: 63,260 shares 63,260 $5.97M 0.01% -17,274 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,442 shares; 2024Q4: 33,715 shares; 2025Q1: 32,599 shares; 2025Q2: 34,182 shares; 2025Q3: 32,212 shares 32,212 $5.93M 0.01% -1,970 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,775 shares; 2024Q4: 77,156 shares; 2025Q1: 73,915 shares; 2025Q2: 68,958 shares; 2025Q3: 65,970 shares 65,970 $5.91M 0.01% -2,988 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,580 shares; 2024Q4: 16,226 shares; 2025Q1: 16,718 shares; 2025Q2: 17,629 shares; 2025Q3: 18,293 shares 18,293 $5.91M 0.01% +664 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,463 shares; 2024Q4: 45,395 shares; 2025Q1: 48,271 shares; 2025Q2: 56,069 shares; 2025Q3: 59,271 shares 59,271 $5.9M 0.01% +3,202 Timeline SEIQ SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,270 shares; 2024Q4: 123,573 shares; 2025Q1: 116,920 shares; 2025Q2: 116,615 shares; 2025Q3: 151,943 shares 151,943 $5.88M 0.01% +35,328 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,223 shares; 2024Q4: 51,473 shares; 2025Q1: 61,891 shares; 2025Q2: 52,193 shares; 2025Q3: 63,312 shares 63,312 $5.85M 0.01% +11,119 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,275 shares; 2024Q4: 90,975 shares; 2025Q1: 132,507 shares; 2025Q2: 79,348 shares; 2025Q3: 82,275 shares 82,275 $5.85M 0.01% +2,927 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 9,908 shares; 2025Q1: 8,429 shares; 2025Q2: 4,137 shares; 2025Q3: 4,423 shares 4,423 $5.83M 0.01% +286 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,072 shares; 2024Q4: 170,689 shares; 2025Q1: 170,002 shares; 2025Q2: 178,359 shares; 2025Q3: 141,628 shares 141,628 $5.83M 0.01% -36,731 Timeline DEXCOM INC DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,000 shares; 2025Q1: not reported; 2025Q2: 1,057,000 shares; 2025Q3: 5,874,000 shares 5,874,000 $5.83M 0.01% +4,817,000 PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,787 shares; 2025Q2: 195,573 shares; 2025Q3: 216,574 shares 216,574 $5.81M 0.01% +21,001 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,639 shares; 2024Q4: 223,587 shares; 2025Q1: 199,586 shares; 2025Q2: 102,274 shares; 2025Q3: 97,518 shares 97,518 $5.79M 0.01% -4,756 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,731 shares; 2025Q2: 243,359 shares; 2025Q3: 227,510 shares 227,510 $5.78M 0.01% -15,849 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,242 shares; 2024Q4: 82,770 shares; 2025Q1: 81,262 shares; 2025Q2: 76,274 shares; 2025Q3: 76,899 shares 76,899 $5.78M 0.01% +625 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,308 shares; 2024Q4: 23,367 shares; 2025Q1: 21,136 shares; 2025Q2: 20,914 shares; 2025Q3: 23,459 shares 23,459 $5.75M 0.01% +2,545 Timeline SVAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,058 shares; 2024Q4: 97,912 shares; 2025Q1: 100,894 shares; 2025Q2: 171,306 shares; 2025Q3: 171,400 shares 171,400 $5.74M 0.01% +94 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,771 shares; 2024Q4: 25,857 shares; 2025Q1: 26,120 shares; 2025Q2: 25,905 shares; 2025Q3: 70,332 shares 70,332 $5.74M 0.01% +44,427 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,238 shares; 2024Q4: 71,634 shares; 2025Q1: 72,117 shares; 2025Q2: 72,364 shares; 2025Q3: 71,868 shares 71,868 $5.73M 0.01% -496 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,275 shares; 2025Q3: 108,875 shares 108,875 $5.71M 0.01% +24,600 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,469 shares; 2024Q4: 44,670 shares; 2025Q1: 44,595 shares; 2025Q2: 49,599 shares; 2025Q3: 47,121 shares 47,121 $5.7M 0.01% -2,478 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,355 shares; 2024Q4: 171,321 shares; 2025Q1: 181,069 shares; 2025Q2: 182,266 shares; 2025Q3: 177,703 shares 177,703 $5.7M 0.01% -4,563 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,065 shares; 2024Q4: 12,127 shares; 2025Q1: 13,562 shares; 2025Q2: 13,612 shares; 2025Q3: 13,374 shares 13,374 $5.69M 0.01% -238 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,000 shares; 2024Q4: 28,357 shares; 2025Q1: 58,729 shares; 2025Q2: 62,601 shares; 2025Q3: 60,432 shares 60,432 $5.67M 0.01% -2,169 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,086 shares; 2024Q4: 92,322 shares; 2025Q1: 101,373 shares; 2025Q2: 108,999 shares; 2025Q3: 112,742 shares 112,742 $5.66M 0.01% +3,743 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,800 shares; 2024Q4: 73,361 shares; 2025Q1: 63,605 shares; 2025Q2: 62,982 shares; 2025Q3: 77,432 shares 77,432 $5.65M 0.01% +14,450 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,989 shares; 2024Q4: 102,844 shares; 2025Q1: 90,445 shares; 2025Q2: 79,351 shares; 2025Q3: 83,592 shares 83,592 $5.64M 0.01% +4,241 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,775 shares; 2024Q4: 144,544 shares; 2025Q1: 138,749 shares; 2025Q2: 138,701 shares; 2025Q3: 138,953 shares 138,953 $5.63M 0.01% +252 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,367 shares; 2024Q4: 112,010 shares; 2025Q1: 66,432 shares; 2025Q2: 31,617 shares; 2025Q3: 39,875 shares 39,875 $5.63M 0.01% +8,258 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,038 shares; 2024Q4: 30,038 shares; 2025Q1: 45,074 shares; 2025Q2: 46,483 shares; 2025Q3: 39,063 shares 39,063 $5.63M 0.01% -7,420 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,449 shares; 2024Q4: 198,406 shares; 2025Q1: 209,014 shares; 2025Q2: 211,515 shares; 2025Q3: 219,313 shares 219,313 $5.59M 0.01% +7,798 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,592 shares; 2024Q4: 851,827 shares; 2025Q1: 848,070 shares; 2025Q2: 786,456 shares; 2025Q3: 344,564 shares 344,564 $5.59M 0.01% -441,892 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,199 shares; 2024Q4: 35,755 shares; 2025Q1: 31,434 shares; 2025Q2: 53,189 shares; 2025Q3: 54,023 shares 54,023 $5.58M 0.01% +834 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,138 shares; 2024Q4: 134,620 shares; 2025Q1: 134,906 shares; 2025Q2: 145,259 shares; 2025Q3: 144,783 shares 144,783 $5.55M 0.01% -476 Timeline DORM DORMAN PRODS INC More: the full row for DORMAN PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,803 shares; 2024Q4: 35,405 shares; 2025Q1: 35,760 shares; 2025Q2: 35,567 shares; 2025Q3: 35,461 shares 35,461 $5.53M 0.01% -106 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,032 shares; 2024Q4: 481,674 shares; 2025Q1: 490,319 shares; 2025Q2: 272,646 shares; 2025Q3: 240,685 shares 240,685 $5.52M 0.01% -31,961 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,531 shares; 2025Q2: 101,005 shares; 2025Q3: 110,979 shares 110,979 $5.46M 0.01% +9,974 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,938 shares; 2024Q4: 90,168 shares; 2025Q1: 82,773 shares; 2025Q2: 50,913 shares; 2025Q3: 50,789 shares 50,789 $5.46M 0.01% -124 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,925 shares; 2024Q4: 61,185 shares; 2025Q1: 59,473 shares; 2025Q2: 31,752 shares; 2025Q3: 32,707 shares 32,707 $5.43M 0.01% +955 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,062 shares; 2024Q4: 159,642 shares; 2025Q1: 160,522 shares; 2025Q2: 160,502 shares; 2025Q3: 126,492 shares 126,492 $5.43M 0.01% -34,010 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,080 shares; 2024Q4: 110,711 shares; 2025Q1: 130,697 shares; 2025Q2: 126,825 shares; 2025Q3: 123,714 shares 123,714 $5.43M 0.01% -3,111 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,465 shares; 2024Q4: 254,327 shares; 2025Q1: 257,744 shares; 2025Q2: 265,927 shares; 2025Q3: 281,390 shares 281,390 $5.43M 0.01% +15,463 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,088 shares; 2024Q4: 161,839 shares; 2025Q1: 156,985 shares; 2025Q2: 125,114 shares; 2025Q3: 121,741 shares 121,741 $5.43M 0.01% -3,373 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: not reported; 2025Q1: 253,261 shares; 2025Q2: not reported; 2025Q3: 201,106 shares 201,106 $5.39M 0.01% new Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,569 shares; 2024Q4: 13,004 shares; 2025Q1: 12,439 shares; 2025Q2: 12,194 shares; 2025Q3: 12,326 shares 12,326 $5.39M 0.01% +132 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,088 shares 108,088 $5.38M 0.01% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,954 shares; 2024Q4: 247,099 shares; 2025Q1: 206,334 shares; 2025Q2: 193,361 shares; 2025Q3: 196,565 shares 196,565 $5.36M 0.01% +3,204 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,925 shares; 2024Q4: 87,684 shares; 2025Q1: 87,632 shares; 2025Q2: 140,998 shares; 2025Q3: 137,676 shares 137,676 $5.35M 0.01% -3,322 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 7,428 shares; 2025Q1: 4,663 shares; 2025Q2: 4,731 shares; 2025Q3: 5,781 shares 5,781 $5.32M 0.01% +1,050 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 290,268 shares; 2024Q4: 269,183 shares; 2025Q1: 262,177 shares; 2025Q2: 302,093 shares; 2025Q3: 207,798 shares 207,798 $5.3M 0.01% -94,295 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 8,096 shares; 2025Q1: 19,250 shares; 2025Q2: 43,760 shares; 2025Q3: 36,338 shares 36,338 $5.3M 0.01% -7,422 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,389 shares; 2024Q4: 267,834 shares; 2025Q1: 291,991 shares; 2025Q2: 254,562 shares; 2025Q3: 246,044 shares 246,044 $5.3M 0.01% -8,518 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,112 shares; 2024Q4: 182,865 shares; 2025Q1: 186,221 shares; 2025Q2: 156,413 shares; 2025Q3: 153,803 shares 153,803 $5.29M 0.01% -2,610 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,987 shares; 2024Q4: 26,985 shares; 2025Q1: 33,724 shares; 2025Q2: 34,705 shares; 2025Q3: 30,938 shares 30,938 $5.28M 0.01% -3,767 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,935 shares; 2024Q4: 45,249 shares; 2025Q1: 40,378 shares; 2025Q2: 53,519 shares; 2025Q3: 44,383 shares 44,383 $5.28M 0.01% -9,136 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,934 shares; 2024Q4: 119,881 shares; 2025Q1: 102,573 shares; 2025Q2: 97,551 shares; 2025Q3: 63,442 shares 63,442 $5.28M 0.01% -34,109 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,537 shares; 2024Q4: 85,431 shares; 2025Q1: 81,319 shares; 2025Q2: 76,296 shares; 2025Q3: 76,747 shares 76,747 $5.26M 0.01% +451 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,071 shares; 2024Q4: 110,112 shares; 2025Q1: 105,819 shares; 2025Q2: 104,843 shares; 2025Q3: 104,075 shares 104,075 $5.26M 0.01% -768 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,773 shares; 2024Q4: 139,413 shares; 2025Q1: 142,730 shares; 2025Q2: 103,322 shares; 2025Q3: 103,248 shares 103,248 $5.26M 0.01% -74 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,296 shares; 2024Q4: 104,104 shares; 2025Q1: 86,404 shares; 2025Q2: 88,381 shares; 2025Q3: 86,301 shares 86,301 $5.22M 0.01% -2,080 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 203,219 shares; 2024Q4: 288,146 shares; 2025Q1: 283,736 shares; 2025Q2: 281,782 shares; 2025Q3: 280,820 shares 280,820 $5.22M 0.01% -962 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,244 shares; 2024Q4: 20,462 shares; 2025Q1: 18,659 shares; 2025Q2: 18,964 shares; 2025Q3: 18,610 shares 18,610 $5.2M 0.01% -354 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,553 shares; 2024Q4: 45,410 shares; 2025Q1: 46,686 shares; 2025Q2: 51,203 shares; 2025Q3: 42,837 shares 42,837 $5.2M 0.01% -8,366 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,862 shares; 2024Q4: 14,580 shares; 2025Q1: 16,740 shares; 2025Q2: 16,073 shares; 2025Q3: 16,742 shares 16,742 $5.2M 0.01% +669 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,081 shares; 2024Q4: 29,104 shares; 2025Q1: 28,556 shares; 2025Q2: 28,384 shares; 2025Q3: 29,312 shares 29,312 $5.15M 0.01% +928 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,208 shares; 2024Q4: 34,221 shares; 2025Q1: 30,071 shares; 2025Q2: 28,171 shares; 2025Q3: 10,626 shares 10,626 $5.13M 0.01% -17,545 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,789 shares; 2024Q4: 32,842 shares; 2025Q1: 33,340 shares; 2025Q2: 33,089 shares; 2025Q3: 40,306 shares 40,306 $5.11M 0.01% +7,217 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,701 shares; 2024Q4: 97,595 shares; 2025Q1: 124,460 shares; 2025Q2: 124,060 shares; 2025Q3: 156,086 shares 156,086 $5.09M 0.01% +32,026 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,827 shares; 2024Q4: 104,275 shares; 2025Q1: 83,071 shares; 2025Q2: 86,182 shares; 2025Q3: 143,126 shares 143,126 $5.08M 0.01% +56,944 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,002 shares; 2024Q4: 50,187 shares; 2025Q1: 45,905 shares; 2025Q2: 42,364 shares; 2025Q3: 39,545 shares 39,545 $5.08M 0.01% -2,819 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,388 shares; 2024Q4: 93,798 shares; 2025Q1: 78,364 shares; 2025Q2: 59,478 shares; 2025Q3: 51,164 shares 51,164 $5.07M 0.01% -8,314 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,647 shares; 2025Q2: 61,471 shares; 2025Q3: 157,826 shares 157,826 $5.03M 0.01% +96,355 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,116 shares; 2024Q4: 69,417 shares; 2025Q1: 69,664 shares; 2025Q2: 68,900 shares; 2025Q3: 67,130 shares 67,130 $5.02M 0.01% -1,770 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,916 shares; 2024Q4: 144,001 shares; 2025Q1: 140,312 shares; 2025Q2: 141,671 shares; 2025Q3: 152,797 shares 152,797 $5.01M 0.01% +11,126 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,959 shares; 2024Q4: 30,723 shares; 2025Q1: 31,056 shares; 2025Q2: 41,943 shares; 2025Q3: 49,939 shares 49,939 $5.01M 0.01% +7,996 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,587 shares; 2024Q4: 119,141 shares; 2025Q1: 144,493 shares; 2025Q2: 139,913 shares; 2025Q3: 139,403 shares 139,403 $4.99M 0.01% -510 Timeline QQQE 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,281 shares; 2024Q4: 36,256 shares; 2025Q1: 40,252 shares; 2025Q2: 47,021 shares; 2025Q3: 49,060 shares 49,060 $4.98M 0.01% +2,039 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,464 shares; 2024Q4: 43,885 shares; 2025Q1: 43,963 shares; 2025Q2: 45,155 shares; 2025Q3: 43,769 shares 43,769 $4.97M 0.01% -1,386 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,462 shares; 2024Q4: 5,949 shares; 2025Q1: 5,442 shares; 2025Q2: 18,562 shares; 2025Q3: 18,374 shares 18,374 $4.96M 0.01% -188 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,283 shares; 2024Q4: 46,425 shares; 2025Q1: 35,286 shares; 2025Q2: 40,001 shares; 2025Q3: 35,324 shares 35,324 $4.96M 0.01% -4,677 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,253 shares; 2024Q4: 58,757 shares; 2025Q1: 132,148 shares; 2025Q2: 132,345 shares; 2025Q3: 122,655 shares 122,655 $4.95M 0.01% -9,690 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,654 shares; 2024Q4: 69,944 shares; 2025Q1: 40,568 shares; 2025Q2: 44,144 shares; 2025Q3: 46,353 shares 46,353 $4.95M 0.01% +2,209 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 11,069 shares; 2025Q1: 10,824 shares; 2025Q2: 27,018 shares; 2025Q3: 35,692 shares 35,692 $4.94M 0.01% +8,674 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,710 shares; 2024Q4: 19,972 shares; 2025Q1: 20,570 shares; 2025Q2: 19,778 shares; 2025Q3: 20,947 shares 20,947 $4.94M 0.01% +1,169 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,472 shares; 2024Q4: 110,842 shares; 2025Q1: 111,214 shares; 2025Q2: 113,555 shares; 2025Q3: 107,834 shares 107,834 $4.93M 0.01% -5,721 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,896 shares; 2024Q4: 11,845 shares; 2025Q1: 13,471 shares; 2025Q2: 11,398 shares; 2025Q3: 41,065 shares 41,065 $4.93M 0.01% +29,667 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,907 shares; 2024Q4: 162,261 shares; 2025Q1: 153,377 shares; 2025Q2: 134,555 shares; 2025Q3: 135,950 shares 135,950 $4.91M 0.01% +1,395 Timeline LCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194,171 shares; 2025Q3: 209,320 shares 209,320 $4.87M 0.01% +15,149 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: not reported; 2025Q1: 6,054 shares; 2025Q2: 3,289 shares; 2025Q3: 68,469 shares 68,469 $4.85M 0.01% +65,180 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 2,759 shares; 2025Q1: 2,767 shares; 2025Q2: 3,194 shares; 2025Q3: 3,221 shares 3,221 $4.82M 0.01% +27 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,611 shares; 2024Q4: 47,211 shares; 2025Q1: 46,234 shares; 2025Q2: 47,432 shares; 2025Q3: 49,435 shares 49,435 $4.8M 0.01% +2,003 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,191 shares; 2024Q4: 149,103 shares; 2025Q1: 131,159 shares; 2025Q2: 101,514 shares; 2025Q3: 97,195 shares 97,195 $4.79M 0.01% -4,319 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,714 shares; 2024Q4: 50,725 shares; 2025Q1: 48,154 shares; 2025Q2: 50,004 shares; 2025Q3: 50,383 shares 50,383 $4.78M 0.01% +379 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,698 shares; 2024Q4: 55,611 shares; 2025Q1: 57,085 shares; 2025Q2: 56,773 shares; 2025Q3: 56,038 shares 56,038 $4.78M 0.01% -735 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,172 shares; 2024Q4: 83,070 shares; 2025Q1: 57,903 shares; 2025Q2: 54,917 shares; 2025Q3: 53,673 shares 53,673 $4.76M 0.01% -1,244 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 9,344 shares; 2025Q1: 8,808 shares; 2025Q2: 9,253 shares; 2025Q3: 9,494 shares 9,494 $4.73M 0.01% +241 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,395 shares; 2024Q4: 79,170 shares; 2025Q1: 98,798 shares; 2025Q2: 97,850 shares; 2025Q3: 83,301 shares 83,301 $4.73M 0.01% -14,549 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,449 shares; 2025Q1: 3,088 shares; 2025Q2: 8,807 shares; 2025Q3: 31,087 shares 31,087 $4.72M 0.01% +22,280 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,655 shares; 2024Q4: 55,593 shares; 2025Q1: 54,250 shares; 2025Q2: 49,266 shares; 2025Q3: 35,072 shares 35,072 $4.72M 0.01% -14,194 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,168 shares; 2024Q4: 31,264 shares; 2025Q1: 37,613 shares; 2025Q2: 38,062 shares; 2025Q3: 37,892 shares 37,892 $4.72M 0.01% -170 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,102 shares; 2025Q3: 133,862 shares 133,862 $4.71M 0.01% +104,760 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,267 shares; 2024Q4: 193,357 shares; 2025Q1: 173,781 shares; 2025Q2: 159,477 shares; 2025Q3: 151,255 shares 151,255 $4.71M 0.01% -8,222 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,480 shares; 2024Q4: 19,078 shares; 2025Q1: 57,064 shares; 2025Q2: 55,335 shares; 2025Q3: 52,804 shares 52,804 $4.69M 0.01% -2,531 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,454 shares; 2024Q4: 20,138 shares; 2025Q1: 19,829 shares; 2025Q2: 17,918 shares; 2025Q3: 18,424 shares 18,424 $4.68M 0.01% +506 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,882 shares; 2024Q4: 51,112 shares; 2025Q1: 48,531 shares; 2025Q2: 45,668 shares; 2025Q3: 45,041 shares 45,041 $4.67M 0.01% -627 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,582 shares; 2024Q4: 11,995 shares; 2025Q1: 15,918 shares; 2025Q2: 16,320 shares; 2025Q3: 21,554 shares 21,554 $4.67M 0.01% +5,234 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,436 shares; 2024Q4: 73,515 shares; 2025Q1: 66,422 shares; 2025Q2: 64,441 shares; 2025Q3: 63,789 shares 63,789 $4.66M 0.01% -652 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,736 shares; 2024Q4: 282,157 shares; 2025Q1: 251,447 shares; 2025Q2: 66,998 shares; 2025Q3: 68,841 shares 68,841 $4.65M 0.01% +1,843 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,909 shares; 2024Q4: 73,291 shares; 2025Q1: 64,924 shares; 2025Q2: 64,510 shares; 2025Q3: 44,603 shares 44,603 $4.64M 0.01% -19,907 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,330 shares; 2024Q4: 8,657 shares; 2025Q1: 8,984 shares; 2025Q2: 8,345 shares; 2025Q3: 8,185 shares 8,185 $4.63M 0.01% -160 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,103 shares; 2025Q3: 50,838 shares 50,838 $4.63M 0.01% +3,735 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,510 shares; 2024Q4: 27,242 shares; 2025Q1: 18,667 shares; 2025Q2: 30,084 shares; 2025Q3: 40,930 shares 40,930 $4.6M 0.01% +10,846 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,193 shares; 2025Q2: 10,522 shares; 2025Q3: 15,041 shares 15,041 $4.58M 0.01% +4,519 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,625 shares; 2024Q4: 44,751 shares; 2025Q1: 43,084 shares; 2025Q2: 42,242 shares; 2025Q3: 44,918 shares 44,918 $4.58M 0.01% +2,676 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,462 shares; 2024Q4: 65,605 shares; 2025Q1: 73,187 shares; 2025Q2: 50,632 shares; 2025Q3: 46,682 shares 46,682 $4.57M 0.01% -3,950 Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,647 shares; 2024Q4: 31,231 shares; 2025Q1: 43,203 shares; 2025Q2: 43,911 shares; 2025Q3: 45,392 shares 45,392 $4.57M 0.01% +1,481 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,128 shares; 2025Q3: 50,493 shares 50,493 $4.57M 0.01% -635 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,495 shares; 2024Q4: 97,233 shares; 2025Q1: 105,369 shares; 2025Q2: 115,734 shares; 2025Q3: 147,672 shares 147,672 $4.56M 0.01% +31,938 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,365 shares; 2024Q4: 48,412 shares; 2025Q1: 23,055 shares; 2025Q2: 22,358 shares; 2025Q3: 30,162 shares 30,162 $4.56M 0.01% +7,804 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,107 shares; 2025Q1: not reported; 2025Q2: 4,656 shares; 2025Q3: 26,780 shares 26,780 $4.56M 0.01% +22,124 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,833 shares; 2024Q4: 29,638 shares; 2025Q1: 30,582 shares; 2025Q2: 22,087 shares; 2025Q3: 32,548 shares 32,548 $4.55M 0.01% +10,461 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,333 shares; 2024Q4: 57,099 shares; 2025Q1: 102,074 shares; 2025Q2: 103,065 shares; 2025Q3: 98,756 shares 98,756 $4.52M 0.01% -4,309 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,780 shares; 2024Q4: 46,300 shares; 2025Q1: 87,793 shares; 2025Q2: 96,702 shares; 2025Q3: 96,587 shares 96,587 $4.52M 0.01% -115 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,417 shares; 2024Q4: 126,158 shares; 2025Q1: 134,965 shares; 2025Q2: 190,900 shares; 2025Q3: 197,193 shares 197,193 $4.52M 0.01% +6,293 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,420 shares; 2024Q4: 22,417 shares; 2025Q1: 111,672 shares; 2025Q2: 112,022 shares; 2025Q3: 108,440 shares 108,440 $4.52M 0.01% -3,582 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,155 shares; 2024Q4: 203,905 shares; 2025Q1: 193,400 shares; 2025Q2: 193,400 shares; 2025Q3: 193,826 shares 193,826 $4.51M 0.01% +426 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,485 shares; 2024Q4: 54,028 shares; 2025Q1: 72,100 shares; 2025Q2: 79,622 shares; 2025Q3: 132,018 shares 132,018 $4.51M 0.01% +52,396 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,277 shares; 2024Q4: 19,898 shares; 2025Q1: 21,961 shares; 2025Q2: 17,244 shares; 2025Q3: 18,282 shares 18,282 $4.5M 0.01% +1,038 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,679 shares; 2024Q4: 64,570 shares; 2025Q1: 63,479 shares; 2025Q2: 63,410 shares; 2025Q3: 47,954 shares 47,954 $4.5M 0.01% -15,456 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,037 shares; 2025Q1: 166,414 shares; 2025Q2: 163,491 shares; 2025Q3: 161,166 shares 161,166 $4.48M 0.01% -2,325 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,177 shares; 2024Q4: 8,216 shares; 2025Q1: 17,300 shares; 2025Q2: 17,208 shares; 2025Q3: 17,949 shares 17,949 $4.47M 0.01% +741 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,905 shares; 2024Q4: 38,058 shares; 2025Q1: 37,192 shares; 2025Q2: 39,119 shares; 2025Q3: 41,106 shares 41,106 $4.47M 0.01% +1,987 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,391 shares; 2024Q4: 19,610 shares; 2025Q1: 19,705 shares; 2025Q2: 19,443 shares; 2025Q3: 19,158 shares 19,158 $4.46M 0.01% -285 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,258 shares; 2024Q4: 175,258 shares; 2025Q1: 175,258 shares; 2025Q2: 175,258 shares; 2025Q3: 147,108 shares 147,108 $4.46M 0.01% -28,150 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,524 shares; 2024Q4: 181,524 shares; 2025Q1: 165,302 shares; 2025Q2: 149,435 shares; 2025Q3: 138,470 shares 138,470 $4.46M 0.01% -10,965 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,207 shares; 2025Q1: 4,032 shares; 2025Q2: 26,042 shares; 2025Q3: 43,639 shares 43,639 $4.45M 0.01% +17,597 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,021 shares; 2024Q4: 111,547 shares; 2025Q1: 127,412 shares; 2025Q2: 136,622 shares; 2025Q3: 90,595 shares 90,595 $4.44M 0.01% -46,027 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,288 shares; 2024Q4: 658,519 shares; 2025Q1: 677,881 shares; 2025Q2: 397,334 shares; 2025Q3: 368,634 shares 368,634 $4.41M 0.01% -28,700 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,904 shares; 2024Q4: 85,229 shares; 2025Q1: 70,250 shares; 2025Q2: 74,869 shares; 2025Q3: 66,686 shares 66,686 $4.4M 0.01% -8,183 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 17,157 shares; 2025Q1: 17,237 shares; 2025Q2: 17,522 shares; 2025Q3: 19,711 shares 19,711 $4.38M 0.01% +2,189 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77,425 shares 77,425 $4.38M 0.01% new Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,969 shares; 2024Q4: 71,636 shares; 2025Q1: 68,785 shares; 2025Q2: 65,738 shares; 2025Q3: 62,969 shares 62,969 $4.38M 0.01% -2,769 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,626 shares; 2024Q4: 157,354 shares; 2025Q1: 141,135 shares; 2025Q2: 135,548 shares; 2025Q3: 126,453 shares 126,453 $4.36M 0.01% -9,095 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 173,267 shares; 2025Q3: 177,926 shares 177,926 $4.36M 0.01% +4,659 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,345 shares; 2025Q1: 21,696 shares; 2025Q2: 25,114 shares; 2025Q3: 26,494 shares 26,494 $4.34M 0.01% +1,380 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,212 shares; 2025Q3: 42,789 shares 42,789 $4.31M 0.01% +19,577 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,313 shares; 2024Q4: 310,202 shares; 2025Q1: 295,426 shares; 2025Q2: 283,936 shares; 2025Q3: 302,699 shares 302,699 $4.31M 0.01% +18,763 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 28,549 shares; 2025Q1: 32,603 shares; 2025Q2: 32,751 shares; 2025Q3: 32,698 shares 32,698 $4.31M 0.01% -53 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,059 shares; 2024Q4: 102,703 shares; 2025Q1: 77,506 shares; 2025Q2: 71,242 shares; 2025Q3: 71,704 shares 71,704 $4.31M 0.01% +462 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,194 shares; 2025Q1: 156,566 shares; 2025Q2: 168,284 shares; 2025Q3: 172,104 shares 172,104 $4.31M 0.01% +3,820 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,223 shares; 2024Q4: 29,649 shares; 2025Q1: 63,957 shares; 2025Q2: 71,382 shares; 2025Q3: 74,782 shares 74,782 $4.3M 0.01% +3,400 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,579 shares; 2024Q4: 69,348 shares; 2025Q1: 155,705 shares; 2025Q2: 56,871 shares; 2025Q3: 57,542 shares 57,542 $4.29M 0.01% +671 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,081 shares; 2024Q4: 133,916 shares; 2025Q1: 134,985 shares; 2025Q2: 149,330 shares; 2025Q3: 104,345 shares 104,345 $4.28M 0.01% -44,985 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,200 shares; 2024Q4: 95,097 shares; 2025Q1: 90,160 shares; 2025Q2: 90,280 shares; 2025Q3: 89,949 shares 89,949 $4.28M 0.01% -331 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,075 shares; 2025Q3: 114,484 shares 114,484 $4.27M 0.01% +34,409 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: not reported; 2025Q1: 22,214 shares; 2025Q2: 36,927 shares; 2025Q3: 538,950 shares 538,950 $4.26M 0.01% +502,023 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,027 shares; 2024Q4: 92,623 shares; 2025Q1: 87,622 shares; 2025Q2: 88,151 shares; 2025Q3: 90,420 shares 90,420 $4.24M 0.01% +2,269 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,671 shares; 2024Q4: 99,583 shares; 2025Q1: 102,987 shares; 2025Q2: 102,557 shares; 2025Q3: 118,730 shares 118,730 $4.24M 0.01% +16,173 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,465 shares; 2024Q4: 137,184 shares; 2025Q1: 167,043 shares; 2025Q2: 192,640 shares; 2025Q3: 206,799 shares 206,799 $4.23M 0.01% +14,159 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,027 shares; 2024Q4: 93,870 shares; 2025Q1: 94,605 shares; 2025Q2: 90,799 shares; 2025Q3: 91,214 shares 91,214 $4.23M 0.01% +415 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,785 shares; 2024Q4: 17,227 shares; 2025Q1: 17,080 shares; 2025Q2: 17,085 shares; 2025Q3: 16,580 shares 16,580 $4.22M 0.01% -505 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,664 shares; 2024Q4: 41,340 shares; 2025Q1: 46,451 shares; 2025Q2: 49,006 shares; 2025Q3: 53,823 shares 53,823 $4.19M 0.01% +4,817 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,338 shares; 2024Q4: 5,379 shares; 2025Q1: 19,248 shares; 2025Q2: 18,987 shares; 2025Q3: 20,705 shares 20,705 $4.18M 0.01% +1,718 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,142 shares; 2024Q4: 52,487 shares; 2025Q1: 62,807 shares; 2025Q2: 155,324 shares; 2025Q3: 127,408 shares 127,408 $4.18M 0.01% -27,916 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,357 shares; 2024Q4: 4,607 shares; 2025Q1: 5,420 shares; 2025Q2: 57,339 shares; 2025Q3: 63,510 shares 63,510 $4.16M 0.01% +6,171 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 576,649 shares; 2024Q4: 561,120 shares; 2025Q1: 517,365 shares; 2025Q2: 495,921 shares; 2025Q3: 463,231 shares 463,231 $4.16M 0.01% -32,690 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,082 shares; 2024Q4: 87,661 shares; 2025Q1: 81,082 shares; 2025Q2: 62,430 shares; 2025Q3: 62,887 shares 62,887 $4.15M 0.01% +457 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,835 shares; 2024Q4: 97,894 shares; 2025Q1: 87,763 shares; 2025Q2: 76,933 shares; 2025Q3: 88,939 shares 88,939 $4.14M 0.01% +12,006 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,684 shares; 2024Q4: 168,736 shares; 2025Q1: 169,719 shares; 2025Q2: 168,658 shares; 2025Q3: 164,476 shares 164,476 $4.14M 0.01% -4,182 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,706 shares; 2024Q4: 42,865 shares; 2025Q1: 42,847 shares; 2025Q2: 42,734 shares; 2025Q3: 43,245 shares 43,245 $4.13M 0.01% +511 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,301 shares; 2024Q4: 16,339 shares; 2025Q1: 16,635 shares; 2025Q2: 18,999 shares; 2025Q3: 17,657 shares 17,657 $4.13M 0.01% -1,342 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 656,701 shares; 2024Q4: 676,294 shares; 2025Q1: 767,369 shares; 2025Q2: 813,898 shares; 2025Q3: 81,566 shares 81,566 $4.12M 0.01% -732,332 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,897 shares; 2024Q4: 35,467 shares; 2025Q1: 31,195 shares; 2025Q2: 42,126 shares; 2025Q3: 54,210 shares 54,210 $4.11M 0.01% +12,084 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,491 shares; 2024Q4: 9,608 shares; 2025Q1: 10,227 shares; 2025Q2: 10,666 shares; 2025Q3: 8,786 shares 8,786 $4.11M 0.01% -1,880 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,825 shares; 2024Q4: 243,493 shares; 2025Q1: 241,883 shares; 2025Q2: 240,327 shares; 2025Q3: 241,508 shares 241,508 $4.11M 0.01% +1,181 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,358 shares; 2024Q4: 52,798 shares; 2025Q1: 48,362 shares; 2025Q2: 45,250 shares; 2025Q3: 44,915 shares 44,915 $4.11M 0.01% -335 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,454 shares; 2024Q4: 53,332 shares; 2025Q1: 52,838 shares; 2025Q2: 56,223 shares; 2025Q3: 56,944 shares 56,944 $4.11M 0.01% +721 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,556 shares; 2024Q4: 73,784 shares; 2025Q1: 73,625 shares; 2025Q2: 72,590 shares; 2025Q3: 73,501 shares 73,501 $4.1M 0.01% +911 Timeline WORKIVA INC WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,803,000 shares; 2025Q3: 4,164,000 shares 4,164,000 $4.1M 0.01% +1,361,000 VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,056 shares; 2024Q4: 13,377 shares; 2025Q1: 12,485 shares; 2025Q2: 12,553 shares; 2025Q3: 13,293 shares 13,293 $4.09M 0.01% +740 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,083 shares; 2024Q4: 99,489 shares; 2025Q1: 101,486 shares; 2025Q2: 97,288 shares; 2025Q3: 92,882 shares 92,882 $4.09M 0.01% -4,406 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,946 shares; 2024Q4: 42,236 shares; 2025Q1: 40,725 shares; 2025Q2: 39,004 shares; 2025Q3: 38,022 shares 38,022 $4.06M 0.01% -982 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,766 shares; 2024Q4: 120,057 shares; 2025Q1: 67,287 shares; 2025Q2: 74,633 shares; 2025Q3: 91,805 shares 91,805 $4.06M 0.01% +17,172 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,202 shares; 2024Q4: 50,921 shares; 2025Q1: 45,344 shares; 2025Q2: 39,998 shares; 2025Q3: 28,341 shares 28,341 $4.05M 0.01% -11,657 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,274 shares; 2024Q4: 58,751 shares; 2025Q1: 52,737 shares; 2025Q2: 50,945 shares; 2025Q3: 57,369 shares 57,369 $4.04M 0.01% +6,424 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,692 shares; 2024Q4: 197,212 shares; 2025Q1: 186,018 shares; 2025Q2: 173,082 shares; 2025Q3: 179,069 shares 179,069 $4.03M 0.01% +5,987 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,710 shares; 2024Q4: 80,823 shares; 2025Q1: 73,943 shares; 2025Q2: 83,167 shares; 2025Q3: 78,810 shares 78,810 $4.02M 0.01% -4,357 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,963 shares; 2024Q4: 32,857 shares; 2025Q1: 29,300 shares; 2025Q2: 28,380 shares; 2025Q3: 31,737 shares 31,737 $4.02M 0.01% +3,357 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,712 shares; 2025Q3: 29,308 shares 29,308 $4.01M 0.01% +13,596 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,001 shares; 2024Q4: 126,762 shares; 2025Q1: 126,762 shares; 2025Q2: 156,814 shares; 2025Q3: 164,714 shares 164,714 $3.99M 0.01% +7,900 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,708 shares; 2024Q4: 118,923 shares; 2025Q1: 119,862 shares; 2025Q2: 85,248 shares; 2025Q3: 85,547 shares 85,547 $3.99M 0.01% +299 Timeline CRACKER BARREL OLD CTRY STOR CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,253,000 shares; 2025Q3: 4,161,000 shares 4,161,000 $3.98M 0.01% +908,000 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,117 shares; 2024Q4: 52,887 shares; 2025Q1: 45,686 shares; 2025Q2: 28,361 shares; 2025Q3: 27,441 shares 27,441 $3.96M 0.01% -920 Timeline