JPUS 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: restricted; 2024Q4: 156,648 shares; 2025Q1: 183,077 shares; 2025Q2: 143,721 shares; 2025Q3: 131,680 shares 131,680 $16.3M 0.02% -12,041 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: restricted; 2024Q4: 38,990 shares; 2025Q1: 43,817 shares; 2025Q2: 54,421 shares; 2025Q3: 58,757 shares 58,757 $16.3M 0.02% +4,336 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,622 shares; 2025Q1: 25,553 shares; 2025Q2: 25,626 shares; 2025Q3: 25,778 shares 25,778 $16.2M 0.02% +152 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: restricted; 2024Q4: 131,031 shares; 2025Q1: 125,828 shares; 2025Q2: 127,041 shares; 2025Q3: 128,957 shares 128,957 $16.1M 0.02% +1,916 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: restricted; 2024Q4: 71,350 shares; 2025Q1: 72,581 shares; 2025Q2: 94,489 shares; 2025Q3: 88,567 shares 88,567 $16.1M 0.02% -5,922 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: restricted; 2024Q4: 213,282 shares; 2025Q1: 263,899 shares; 2025Q2: 322,421 shares; 2025Q3: 312,097 shares 312,097 $16M 0.02% -10,324 Timeline RDVI 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: restricted; 2024Q4: 505,590 shares; 2025Q1: 553,881 shares; 2025Q2: 591,620 shares; 2025Q3: 619,155 shares 619,155 $16M 0.02% +27,535 Timeline SPTS 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: restricted; 2024Q4: 526,834 shares; 2025Q1: 516,874 shares; 2025Q2: 579,844 shares; 2025Q3: 544,463 shares 544,463 $15.9M 0.02% -35,381 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 355,015 shares; 2025Q1: 434,975 shares; 2025Q2: 426,460 shares; 2025Q3: 436,237 shares 436,237 $15.9M 0.02% +9,777 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,298 shares; 2025Q1: 45,008 shares; 2025Q2: 49,157 shares; 2025Q3: 52,146 shares 52,146 $15.7M 0.02% +2,989 Timeline IBDR 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: restricted; 2024Q4: 314,426 shares; 2025Q1: 351,492 shares; 2025Q2: 759,301 shares; 2025Q3: 648,532 shares 648,532 $15.7M 0.02% -110,769 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 600,604 shares; 2025Q1: 522,027 shares; 2025Q2: 495,181 shares; 2025Q3: 433,956 shares 433,956 $15.7M 0.02% -61,225 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 511,275 shares; 2025Q1: 514,043 shares; 2025Q2: 282,626 shares; 2025Q3: 325,104 shares 325,104 $15.5M 0.02% +42,478 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,650 shares; 2025Q1: 35,964 shares; 2025Q2: 37,445 shares; 2025Q3: 40,818 shares 40,818 $15.5M 0.02% +3,373 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,156 shares; 2025Q1: 27,566 shares; 2025Q2: 63,353 shares; 2025Q3: 43,122 shares 43,122 $15.4M 0.02% -20,231 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,971 shares; 2025Q1: 119,291 shares; 2025Q2: 260,506 shares; 2025Q3: 121,260 shares 121,260 $15.4M 0.02% -139,246 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,522 shares; 2025Q1: 179,461 shares; 2025Q2: 166,562 shares; 2025Q3: 165,875 shares 165,875 $15.4M 0.02% -687 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,644 shares; 2025Q1: 58,246 shares; 2025Q2: 59,832 shares; 2025Q3: 57,283 shares 57,283 $15.4M 0.02% -2,549 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,611 shares; 2025Q1: 148,302 shares; 2025Q2: 152,469 shares; 2025Q3: 107,168 shares 107,168 $15.3M 0.02% -45,301 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,180 shares; 2025Q1: 105,272 shares; 2025Q2: 105,472 shares; 2025Q3: 142,898 shares 142,898 $15.2M 0.02% +37,426 Timeline IUSG 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: restricted; 2024Q4: 104,044 shares; 2025Q1: 91,679 shares; 2025Q2: 89,745 shares; 2025Q3: 91,515 shares 91,515 $15.1M 0.02% +1,770 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 956,616 shares; 2025Q1: 955,017 shares; 2025Q2: 500,873 shares; 2025Q3: 541,285 shares 541,285 $15.1M 0.02% +40,412 Timeline TLT 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: restricted; 2024Q4: 192,289 shares; 2025Q1: 181,751 shares; 2025Q2: 169,555 shares; 2025Q3: 168,254 shares 168,254 $15M 0.02% -1,301 Timeline MTBA 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: restricted; 2024Q4: 104,619 shares; 2025Q1: 280,134 shares; 2025Q2: 248,545 shares; 2025Q3: 291,373 shares 291,373 $14.7M 0.02% +42,828 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 471,912 shares; 2025Q1: 439,419 shares; 2025Q2: 421,650 shares; 2025Q3: 431,401 shares 431,401 $14.6M 0.02% +9,751 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: restricted; 2024Q4: 103,994 shares; 2025Q1: 75,212 shares; 2025Q2: 368,519 shares; 2025Q3: 355,386 shares 355,386 $14.6M 0.02% -13,133 Timeline ICOW 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: restricted; 2024Q4: 361,508 shares; 2025Q1: 360,209 shares; 2025Q2: 379,723 shares; 2025Q3: 395,255 shares 395,255 $14.6M 0.02% +15,532 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,242 shares; 2025Q1: 91,470 shares; 2025Q2: 75,656 shares; 2025Q3: 74,968 shares 74,968 $14.6M 0.02% -688 Timeline IDEV 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: restricted; 2024Q4: 197,558 shares; 2025Q1: 179,236 shares; 2025Q2: 168,469 shares; 2025Q3: 178,920 shares 178,920 $14.5M 0.02% +10,451 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 195,003 shares; 2025Q1: 162,436 shares; 2025Q2: 260,149 shares; 2025Q3: 268,078 shares 268,078 $14.4M 0.02% +7,929 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,598 shares; 2025Q1: 101,459 shares; 2025Q2: 109,991 shares; 2025Q3: 105,829 shares 105,829 $14.4M 0.02% -4,162 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,107,249 shares; 2025Q1: 1,151,608 shares; 2025Q2: 1,093,867 shares; 2025Q3: 1,061,808 shares 1,061,808 $14.4M 0.02% -32,059 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: restricted; 2024Q4: 30,341 shares; 2025Q1: 31,644 shares; 2025Q2: 137,600 shares; 2025Q3: 157,831 shares 157,831 $14.3M 0.02% +20,231 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 355,233 shares 355,233 $14.2M 0.02% new Timeline REVG REV GROUP INC More: the full row for REV GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 265,199 shares; 2025Q1: 351,902 shares; 2025Q2: 304,377 shares; 2025Q3: 259,036 shares 259,036 $14.2M 0.02% -45,341 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,116 shares; 2025Q1: 236,640 shares; 2025Q2: 255,602 shares; 2025Q3: 297,484 shares 297,484 $14.1M 0.02% +41,882 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,925 shares; 2025Q1: 138,252 shares; 2025Q2: 141,925 shares; 2025Q3: 146,716 shares 146,716 $14.1M 0.02% +4,791 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 216,966 shares; 2025Q2: 266,756 shares; 2025Q3: 274,923 shares 274,923 $14M 0.02% +8,167 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 172,806 shares; 2025Q1: 184,352 shares; 2025Q2: 205,464 shares; 2025Q3: 185,848 shares 185,848 $14M 0.02% -19,616 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: restricted; 2024Q4: 812,173 shares; 2025Q1: 803,543 shares; 2025Q2: 226,233 shares; 2025Q3: 323,382 shares 323,382 $14M 0.02% +97,149 Timeline DFVX 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: restricted; 2024Q4: not reported; 2025Q1: 178,369 shares; 2025Q2: 183,222 shares; 2025Q3: 191,317 shares 191,317 $13.9M 0.02% +8,095 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,981 shares; 2025Q1: 125,323 shares; 2025Q2: 110,633 shares; 2025Q3: 113,099 shares 113,099 $13.8M 0.02% +2,466 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: restricted; 2024Q4: 79,096 shares; 2025Q1: 103,521 shares; 2025Q2: 103,650 shares; 2025Q3: 105,629 shares 105,629 $13.8M 0.02% +1,979 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,908 shares; 2025Q1: 64,833 shares; 2025Q2: 320,671 shares; 2025Q3: 342,707 shares 342,707 $13.8M 0.02% +22,036 Timeline FVD 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: restricted; 2024Q4: 353,270 shares; 2025Q1: 330,904 shares; 2025Q2: 298,003 shares; 2025Q3: 295,529 shares 295,529 $13.6M 0.02% -2,474 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,295 shares; 2025Q1: 29,557 shares; 2025Q2: 28,649 shares; 2025Q3: 31,227 shares 31,227 $13.6M 0.02% +2,578 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: restricted; 2024Q4: 91,015 shares; 2025Q1: 136,178 shares; 2025Q2: 73,959 shares; 2025Q3: 353,911 shares 353,911 $13.6M 0.02% +279,952 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: restricted; 2024Q4: 85,875 shares; 2025Q1: 80,922 shares; 2025Q2: 82,645 shares; 2025Q3: 90,046 shares 90,046 $13.5M 0.02% +7,401 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: restricted; 2024Q4: 74,520 shares; 2025Q1: 155,554 shares; 2025Q2: 196,143 shares; 2025Q3: 235,793 shares 235,793 $13.5M 0.02% +39,650 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,845 shares; 2025Q1: 103,576 shares; 2025Q2: 107,447 shares; 2025Q3: 104,030 shares 104,030 $13.5M 0.02% -3,417 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,798 shares; 2025Q1: 94,205 shares; 2025Q2: 108,533 shares; 2025Q3: 116,664 shares 116,664 $13.4M 0.02% +8,131 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: restricted; 2024Q4: 66,104 shares; 2025Q1: 181,810 shares; 2025Q2: 186,816 shares; 2025Q3: 159,240 shares 159,240 $13.4M 0.02% -27,576 Timeline PDP 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: restricted; 2024Q4: 86,586 shares; 2025Q1: 101,271 shares; 2025Q2: 99,237 shares; 2025Q3: 111,400 shares 111,400 $13.3M 0.02% +12,163 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: restricted; 2024Q4: 10,127 shares; 2025Q1: 42,969 shares; 2025Q2: 39,511 shares; 2025Q3: 75,067 shares 75,067 $13.3M 0.02% +35,556 Timeline JBBB 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: restricted; 2024Q4: 77,288 shares; 2025Q1: 195,819 shares; 2025Q2: 224,840 shares; 2025Q3: 276,349 shares 276,349 $13.3M 0.02% +51,509 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: restricted; 2024Q4: 275,070 shares; 2025Q1: 266,981 shares; 2025Q2: 282,024 shares; 2025Q3: 308,872 shares 308,872 $13.2M 0.02% +26,848 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 650,306 shares; 2025Q1: 657,298 shares; 2025Q2: 659,594 shares; 2025Q3: 565,565 shares 565,565 $13.2M 0.02% -94,029 UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,469 shares; 2025Q1: 196,346 shares; 2025Q2: 211,767 shares; 2025Q3: 224,531 shares 224,531 $13.2M 0.02% +12,764 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: restricted; 2024Q4: 26,617 shares; 2025Q1: 31,604 shares; 2025Q2: 45,355 shares; 2025Q3: 60,794 shares 60,794 $13.1M 0.02% +15,439 Timeline XLI 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: restricted; 2024Q4: 82,390 shares; 2025Q1: 74,302 shares; 2025Q2: 78,552 shares; 2025Q3: 84,766 shares 84,766 $13.1M 0.02% +6,214 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,386 shares; 2025Q1: 50,700 shares; 2025Q2: 53,727 shares; 2025Q3: 55,212 shares 55,212 $13M 0.02% +1,485 Timeline SUSA 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: restricted; 2024Q4: 101,212 shares; 2025Q1: 95,692 shares; 2025Q2: 94,364 shares; 2025Q3: 95,135 shares 95,135 $13M 0.02% +771 Timeline CGCB 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: restricted; 2024Q4: 370,735 shares; 2025Q1: 372,953 shares; 2025Q2: 356,869 shares; 2025Q3: 486,671 shares 486,671 $13M 0.02% +129,802 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: restricted; 2024Q4: 166,086 shares; 2025Q1: 159,587 shares; 2025Q2: 142,533 shares; 2025Q3: 145,080 shares 145,080 $13M 0.02% +2,547 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 231,523 shares; 2025Q1: 261,501 shares; 2025Q2: 270,036 shares; 2025Q3: 252,589 shares 252,589 $12.9M 0.02% -17,447 Timeline AVDV 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: restricted; 2024Q4: 138,255 shares; 2025Q1: 136,807 shares; 2025Q2: 136,023 shares; 2025Q3: 144,182 shares 144,182 $12.9M 0.02% +8,159 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,801,181 shares; 2025Q1: 1,917,581 shares; 2025Q2: 259,727 shares; 2025Q3: 271,990 shares 271,990 $12.9M 0.02% +12,263 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: restricted; 2024Q4: 119,207 shares; 2025Q1: 116,469 shares; 2025Q2: 164,944 shares; 2025Q3: 173,083 shares 173,083 $12.9M 0.02% +8,139 Timeline GSIE 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: restricted; 2024Q4: 195,485 shares; 2025Q1: 221,496 shares; 2025Q2: 171,226 shares; 2025Q3: 310,870 shares 310,870 $12.8M 0.02% +139,644 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: restricted; 2024Q4: 108,553 shares; 2025Q1: 107,185 shares; 2025Q2: 109,810 shares; 2025Q3: 110,112 shares 110,112 $12.7M 0.02% +302 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: restricted; 2024Q4: 143,736 shares; 2025Q1: 136,910 shares; 2025Q2: 133,991 shares; 2025Q3: 145,698 shares 145,698 $12.7M 0.02% +11,707 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,172 shares; 2025Q1: 11,294 shares; 2025Q2: 12,738 shares; 2025Q3: 13,135 shares 13,135 $12.6M 0.02% +397 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,694 shares; 2025Q1: 25,072 shares; 2025Q2: 29,515 shares; 2025Q3: 42,997 shares 42,997 $12.6M 0.02% +13,482 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 240,038 shares; 2025Q1: 258,299 shares; 2025Q2: 133,556 shares; 2025Q3: 132,287 shares 132,287 $12.6M 0.02% -1,269 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,047 shares; 2025Q1: 35,517 shares; 2025Q2: 35,966 shares; 2025Q3: 36,556 shares 36,556 $12.6M 0.02% +590 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320,499 shares; 2025Q1: 208,283 shares; 2025Q2: 212,946 shares; 2025Q3: 181,100 shares 181,100 $12.5M 0.02% -31,846 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,731 shares; 2025Q1: 7,375 shares; 2025Q2: 12,816 shares; 2025Q3: 15,277 shares 15,277 $12.5M 0.02% +2,461 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,215 shares; 2025Q1: 108,232 shares; 2025Q2: 93,403 shares; 2025Q3: 178,207 shares 178,207 $12.5M 0.02% +84,804 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 517,186 shares; 2025Q1: 741,277 shares; 2025Q2: 749,758 shares; 2025Q3: 772,866 shares 772,866 $12.4M 0.02% +23,108 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: restricted; 2024Q4: 41,446 shares; 2025Q1: 41,877 shares; 2025Q2: 45,547 shares; 2025Q3: 46,280 shares 46,280 $12.4M 0.02% +733 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,674 shares; 2025Q1: 82,829 shares; 2025Q2: 125,582 shares; 2025Q3: 90,962 shares 90,962 $12.4M 0.02% -34,620 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308,336 shares; 2025Q1: 373,432 shares; 2025Q2: 396,506 shares; 2025Q3: 300,830 shares 300,830 $12.3M 0.02% -95,676 Timeline IWS 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: restricted; 2024Q4: 101,558 shares; 2025Q1: 92,525 shares; 2025Q2: 91,868 shares; 2025Q3: 87,657 shares 87,657 $12.3M 0.02% -4,211 Timeline WOOD 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: restricted; 2024Q4: not reported; 2025Q1: 190,459 shares; 2025Q2: 189,628 shares; 2025Q3: 171,233 shares 171,233 $12.2M 0.02% -18,395 Timeline VGIT 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: restricted; 2024Q4: 242,302 shares; 2025Q1: 237,096 shares; 2025Q2: 210,420 shares; 2025Q3: 203,603 shares 203,603 $12.2M 0.02% -6,817 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,469 shares; 2025Q1: 24,902 shares; 2025Q2: 24,522 shares; 2025Q3: 24,504 shares 24,504 $12.2M 0.02% -18 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 569,276 shares; 2025Q1: 303,956 shares; 2025Q2: 267,033 shares; 2025Q3: 264,121 shares 264,121 $12.1M 0.02% -2,912 Timeline GDX 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: restricted; 2024Q4: 174,508 shares; 2025Q1: 164,820 shares; 2025Q2: 157,832 shares; 2025Q3: 156,610 shares 156,610 $12.1M 0.02% -1,222 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,563 shares; 2025Q1: 51,363 shares; 2025Q2: 87,713 shares; 2025Q3: 86,656 shares 86,656 $12M 0.02% -1,057 Timeline SOXX 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: restricted; 2024Q4: 29,577 shares; 2025Q1: 27,433 shares; 2025Q2: 43,283 shares; 2025Q3: 42,493 shares 42,493 $12M 0.02% -790 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: restricted; 2024Q4: 92,498 shares; 2025Q1: 94,298 shares; 2025Q2: 97,552 shares; 2025Q3: 99,763 shares 99,763 $12M 0.02% +2,211 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: restricted; 2024Q4: 159,975 shares; 2025Q1: 173,408 shares; 2025Q2: 253,268 shares; 2025Q3: 126,989 shares 126,989 $11.9M 0.02% -126,279 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: restricted; 2024Q4: 111,354 shares; 2025Q1: 111,540 shares; 2025Q2: 131,891 shares; 2025Q3: 150,841 shares 150,841 $11.9M 0.02% +18,950 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: restricted; 2024Q4: 574,374 shares; 2025Q1: 479,150 shares; 2025Q2: 249,058 shares; 2025Q3: 246,019 shares 246,019 $11.8M 0.02% -3,039 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: restricted; 2024Q4: 51,141 shares; 2025Q1: 58,980 shares; 2025Q2: 67,769 shares; 2025Q3: 84,950 shares 84,950 $11.8M 0.02% +17,181 Timeline DON 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: restricted; 2024Q4: 241,232 shares; 2025Q1: 231,718 shares; 2025Q2: 232,438 shares; 2025Q3: 226,208 shares 226,208 $11.8M 0.02% -6,230 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: restricted; 2024Q4: 13,665 shares; 2025Q1: 13,524 shares; 2025Q2: 26,612 shares; 2025Q3: 38,454 shares 38,454 $11.8M 0.02% +11,842 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,185 shares; 2025Q1: 31,658 shares; 2025Q2: 32,920 shares; 2025Q3: 51,694 shares 51,694 $11.7M 0.02% +18,774 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,461 shares; 2025Q1: 48,021 shares; 2025Q2: 48,282 shares; 2025Q3: 141,793 shares 141,793 $11.7M 0.02% +93,511 Timeline FNGS 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: restricted; 2024Q4: 156,366 shares; 2025Q1: 160,424 shares; 2025Q2: 160,939 shares; 2025Q3: 167,793 shares 167,793 $11.7M 0.02% +6,854 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 345,027 shares; 2025Q1: 176,682 shares; 2025Q2: 370,272 shares; 2025Q3: 392,387 shares 392,387 $11.6M 0.02% +22,115 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: restricted; 2024Q4: 60,286 shares; 2025Q1: 58,074 shares; 2025Q2: 56,223 shares; 2025Q3: 55,116 shares 55,116 $11.6M 0.02% -1,107 Timeline JPIE 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: restricted; 2024Q4: 147,429 shares; 2025Q1: 207,874 shares; 2025Q2: 208,092 shares; 2025Q3: 250,708 shares 250,708 $11.6M 0.02% +42,616 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: restricted; 2024Q4: 87,391 shares; 2025Q1: 106,876 shares; 2025Q2: 103,727 shares; 2025Q3: 207,523 shares 207,523 $11.6M 0.02% +103,796 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,772 shares; 2025Q1: 94,756 shares; 2025Q2: 103,002 shares; 2025Q3: 106,345 shares 106,345 $11.5M 0.02% +3,343 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 125,022 shares; 2025Q1: 118,591 shares; 2025Q2: 222,442 shares; 2025Q3: 229,465 shares 229,465 $11.4M 0.02% +7,023 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,754 shares; 2025Q1: 27,189 shares; 2025Q2: 33,598 shares; 2025Q3: 33,517 shares 33,517 $11.4M 0.02% -81 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: restricted; 2024Q4: 125,872 shares; 2025Q1: 133,215 shares; 2025Q2: 122,601 shares; 2025Q3: 140,624 shares 140,624 $11.3M 0.02% +18,023 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: restricted; 2024Q4: 258,623 shares; 2025Q1: 254,058 shares; 2025Q2: 213,029 shares; 2025Q3: 212,514 shares 212,514 $11.3M 0.02% -515 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: restricted; 2024Q4: 15,040 shares; 2025Q1: 22,532 shares; 2025Q2: 23,280 shares; 2025Q3: 23,100 shares 23,100 $11.3M 0.02% -180 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: restricted; 2024Q4: 89,920 shares; 2025Q1: 109,977 shares; 2025Q2: 182,790 shares; 2025Q3: 198,218 shares 198,218 $11.2M 0.02% +15,428 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,153 shares; 2025Q1: 105,009 shares; 2025Q2: 115,750 shares; 2025Q3: 116,952 shares 116,952 $11.2M 0.02% +1,202 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,750 shares; 2025Q1: 24,644 shares; 2025Q2: 51,686 shares; 2025Q3: 143,518 shares 143,518 $11.2M 0.02% +91,832 Timeline SPGM 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: restricted; 2024Q4: 317,157 shares; 2025Q1: 337,242 shares; 2025Q2: 278,612 shares; 2025Q3: 146,730 shares 146,730 $11.1M 0.02% -131,882 Timeline CIBR 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: restricted; 2024Q4: 155,495 shares; 2025Q1: 157,652 shares; 2025Q2: 147,361 shares; 2025Q3: 144,859 shares 144,859 $11M 0.02% -2,502 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,813 shares; 2025Q1: 228,149 shares; 2025Q2: 203,983 shares; 2025Q3: 186,866 shares 186,866 $11M 0.02% -17,117 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,742 shares; 2025Q3: 179,140 shares 179,140 $11M 0.02% -10,602 Timeline IWY 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: restricted; 2024Q4: 42,072 shares; 2025Q1: 47,357 shares; 2025Q2: 42,675 shares; 2025Q3: 40,059 shares 40,059 $11M 0.02% -2,616 Timeline GSEW 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: restricted; 2024Q4: 147,943 shares; 2025Q1: 146,464 shares; 2025Q2: 144,720 shares; 2025Q3: 128,475 shares 128,475 $11M 0.02% -16,245 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217,729 shares; 2025Q1: 171,376 shares; 2025Q2: 187,146 shares; 2025Q3: 214,697 shares 214,697 $10.9M 0.02% +27,551 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 206,703 shares; 2025Q1: 246,798 shares; 2025Q2: 266,771 shares; 2025Q3: 238,456 shares 238,456 $10.9M 0.02% -28,315 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: restricted; 2024Q4: 27,601 shares; 2025Q1: 25,645 shares; 2025Q2: 30,737 shares; 2025Q3: 32,403 shares 32,403 $10.9M 0.02% +1,666 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,640 shares; 2025Q2: 85,203 shares; 2025Q3: 235,138 shares 235,138 $10.9M 0.02% +149,935 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,765 shares; 2025Q1: 71,832 shares; 2025Q2: 148,764 shares; 2025Q3: 239,292 shares 239,292 $10.9M 0.02% +90,528 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188,752 shares; 2025Q1: 212,275 shares; 2025Q2: 209,852 shares; 2025Q3: 227,080 shares 227,080 $10.9M 0.02% +17,228 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: restricted; 2024Q4: 76,154 shares; 2025Q1: 84,312 shares; 2025Q2: 302,908 shares; 2025Q3: 301,794 shares 301,794 $10.8M 0.02% -1,114 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,262 shares; 2025Q1: 94,179 shares; 2025Q2: 96,366 shares; 2025Q3: 97,251 shares 97,251 $10.8M 0.02% +885 Timeline ILCV 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: restricted; 2024Q4: 120,910 shares; 2025Q1: 118,738 shares; 2025Q2: 116,842 shares; 2025Q3: 119,157 shares 119,157 $10.8M 0.02% +2,315 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,549 shares; 2025Q1: 9,249 shares; 2025Q2: 6,418 shares; 2025Q3: 38,029 shares 38,029 $10.8M 0.02% +31,611 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,346 shares; 2025Q1: 36,501 shares; 2025Q2: 101,487 shares; 2025Q3: 157,918 shares 157,918 $10.8M 0.02% +56,431 Timeline ILCG 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: restricted; 2024Q4: 97,017 shares; 2025Q1: 97,998 shares; 2025Q2: 100,967 shares; 2025Q3: 102,675 shares 102,675 $10.7M 0.02% +1,708 Timeline AVSU 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: restricted; 2024Q4: not reported; 2025Q1: 137,887 shares; 2025Q2: 138,582 shares; 2025Q3: 144,827 shares 144,827 $10.7M 0.02% +6,245 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: restricted; 2024Q4: not reported; 2025Q1: 22,851 shares; 2025Q2: 43,863 shares; 2025Q3: 236,003 shares 236,003 $10.7M 0.02% +192,140 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: restricted; 2024Q4: 112,910 shares; 2025Q1: 81,342 shares; 2025Q2: 90,046 shares; 2025Q3: 106,459 shares 106,459 $10.7M 0.02% +16,413 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: restricted; 2024Q4: 30,581 shares; 2025Q1: 8,346 shares; 2025Q2: 31,713 shares; 2025Q3: 35,788 shares 35,788 $10.6M 0.02% +4,075 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,701 shares; 2025Q1: 74,702 shares; 2025Q2: 78,059 shares; 2025Q3: 76,707 shares 76,707 $10.6M 0.02% -1,352 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: restricted; 2024Q4: 72,261 shares; 2025Q1: 73,545 shares; 2025Q2: 183,666 shares; 2025Q3: 100,971 shares 100,971 $10.6M 0.02% -82,695 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: restricted; 2024Q4: 19,608 shares; 2025Q1: 36,182 shares; 2025Q2: 37,533 shares; 2025Q3: 37,846 shares 37,846 $10.6M 0.02% +313 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,483 shares; 2025Q2: 75,419 shares; 2025Q3: 77,061 shares 77,061 $10.6M 0.02% +1,642 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,098 shares; 2025Q1: 16,723 shares; 2025Q2: 59,528 shares; 2025Q3: 191,429 shares 191,429 $10.5M 0.02% +131,901 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175,184 shares; 2025Q1: 214,948 shares; 2025Q2: 211,658 shares; 2025Q3: 242,573 shares 242,573 $10.5M 0.02% +30,915 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,388 shares; 2025Q1: 186,734 shares; 2025Q2: 207,340 shares; 2025Q3: 218,233 shares 218,233 $10.5M 0.02% +10,893 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: restricted; 2024Q4: 33,778 shares; 2025Q1: 34,107 shares; 2025Q2: 49,812 shares; 2025Q3: 53,095 shares 53,095 $10.5M 0.02% +3,283 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: restricted; 2024Q4: 135,352 shares; 2025Q1: 142,009 shares; 2025Q2: 95,846 shares; 2025Q3: 91,493 shares 91,493 $10.5M 0.02% -4,353 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,847 shares; 2025Q1: 117,428 shares; 2025Q2: 100,986 shares; 2025Q3: 100,080 shares 100,080 $10.4M 0.02% -906 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: restricted; 2024Q4: 24,535 shares; 2025Q1: 25,124 shares; 2025Q2: 72,807 shares; 2025Q3: 77,451 shares 77,451 $10.4M 0.02% +4,644 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,991 shares; 2025Q1: 33,745 shares; 2025Q2: 9,662 shares; 2025Q3: 17,585 shares 17,585 $10.3M 0.02% +7,923 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 482,572 shares; 2025Q1: 492,441 shares; 2025Q2: 483,025 shares; 2025Q3: 339,863 shares 339,863 $10.2M 0.02% -143,162 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 249,870 shares; 2025Q1: 255,758 shares; 2025Q2: 251,602 shares; 2025Q3: 246,486 shares 246,486 $10.2M 0.02% -5,116 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: restricted; 2024Q4: 203,478 shares; 2025Q1: 205,833 shares; 2025Q2: 202,417 shares; 2025Q3: 185,181 shares 185,181 $10.2M 0.02% -17,236 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: restricted; 2024Q4: 180,623 shares; 2025Q1: 199,068 shares; 2025Q2: 246,739 shares; 2025Q3: 250,281 shares 250,281 $10.2M 0.02% +3,542 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: restricted; 2024Q4: 1,652 shares; 2025Q1: 5,085 shares; 2025Q2: 8,895 shares; 2025Q3: 5,413 shares 5,413 $10.2M 0.02% -3,482 Timeline GOVZ 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: restricted; 2024Q4: 948,396 shares; 2025Q1: 945,603 shares; 2025Q2: 1,036,735 shares; 2025Q3: 1,042,265 shares 1,042,265 $10.1M 0.02% +5,530 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 375,309 shares; 2025Q1: 376,089 shares; 2025Q2: 385,540 shares; 2025Q3: 395,993 shares 395,993 $10M 0.02% +10,453 Timeline CRTC DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,594 shares; 2025Q1: 255,501 shares; 2025Q2: 277,015 shares; 2025Q3: 274,402 shares 274,402 $10M 0.02% -2,613 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: restricted; 2024Q4: 91,737 shares; 2025Q1: 83,080 shares; 2025Q2: 84,651 shares; 2025Q3: 90,015 shares 90,015 $9.96M 0.02% +5,364 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,314 shares; 2025Q1: 136,128 shares; 2025Q2: 140,205 shares; 2025Q3: 151,500 shares 151,500 $9.94M 0.02% +11,295 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,745 shares; 2025Q1: 62,690 shares; 2025Q2: 58,140 shares; 2025Q3: 52,455 shares 52,455 $9.92M 0.02% -5,685 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,129 shares; 2025Q1: 212,738 shares; 2025Q2: 208,708 shares; 2025Q3: 261,559 shares 261,559 $9.89M 0.01% +52,851 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: restricted; 2024Q4: 44,532 shares; 2025Q1: 47,322 shares; 2025Q2: 29,208 shares; 2025Q3: 29,283 shares 29,283 $9.86M 0.01% +75 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: restricted; 2024Q4: 349,884 shares; 2025Q1: 347,528 shares; 2025Q2: 529,236 shares; 2025Q3: 514,524 shares 514,524 $9.85M 0.01% -14,712 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 106,585 shares; 2025Q1: 254,549 shares; 2025Q2: 139,400 shares; 2025Q3: 607,280 shares 607,280 $9.84M 0.01% +467,880 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,014 shares; 2025Q1: 38,705 shares; 2025Q2: 43,270 shares; 2025Q3: 44,299 shares 44,299 $9.84M 0.01% +1,029 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: restricted; 2024Q4: 11,553 shares; 2025Q1: 15,230 shares; 2025Q2: 51,169 shares; 2025Q3: 51,235 shares 51,235 $9.81M 0.01% +66 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: restricted; 2024Q4: 60,605 shares; 2025Q1: 61,218 shares; 2025Q2: 61,403 shares; 2025Q3: 71,851 shares 71,851 $9.79M 0.01% +10,448 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 127,088 shares; 2025Q1: 131,310 shares; 2025Q2: 155,352 shares; 2025Q3: 149,087 shares 149,087 $9.78M 0.01% -6,265 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: restricted; 2024Q4: 111,510 shares; 2025Q1: 103,581 shares; 2025Q2: 100,144 shares; 2025Q3: 96,020 shares 96,020 $9.76M 0.01% -4,124 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: restricted; 2024Q4: 207,448 shares; 2025Q1: not reported; 2025Q2: 248,246 shares; 2025Q3: 269,826 shares 269,826 $9.76M 0.01% +21,580 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: restricted; 2024Q4: 177,906 shares; 2025Q1: 271,150 shares; 2025Q2: 303,133 shares; 2025Q3: 196,350 shares 196,350 $9.76M 0.01% -106,783 Timeline FLRG 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: restricted; 2024Q4: 224,840 shares; 2025Q1: 243,239 shares; 2025Q2: 250,142 shares; 2025Q3: 254,197 shares 254,197 $9.75M 0.01% +4,055 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,481 shares; 2025Q1: 46,929 shares; 2025Q2: 61,616 shares; 2025Q3: 92,819 shares 92,819 $9.66M 0.01% +31,203 Timeline LRGG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318,098 shares; 2025Q3: 320,234 shares 320,234 $9.63M 0.01% +2,136 Timeline XLC 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: restricted; 2024Q4: 92,852 shares; 2025Q1: 95,005 shares; 2025Q2: 87,336 shares; 2025Q3: 82,908 shares 82,908 $9.62M 0.01% -4,428 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176,218 shares; 2025Q1: 265,234 shares; 2025Q2: 205,289 shares; 2025Q3: 201,798 shares 201,798 $9.6M 0.01% -3,491 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: restricted; 2024Q4: 83,279 shares; 2025Q1: 85,090 shares; 2025Q2: 85,385 shares; 2025Q3: 95,877 shares 95,877 $9.59M 0.01% +10,492 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: restricted; 2024Q4: 19,517 shares; 2025Q1: 20,172 shares; 2025Q2: 19,810 shares; 2025Q3: 20,037 shares 20,037 $9.57M 0.01% +227 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425,321 shares; 2025Q1: 413,523 shares; 2025Q2: 428,357 shares; 2025Q3: 425,494 shares 425,494 $9.55M 0.01% -2,863 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 228,700 shares; 2025Q1: 235,005 shares; 2025Q2: 209,369 shares; 2025Q3: 127,708 shares 127,708 $9.52M 0.01% -81,661 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,253 shares; 2025Q1: 98,803 shares; 2025Q2: 180,509 shares; 2025Q3: 113,681 shares 113,681 $9.49M 0.01% -66,828 Timeline USHY 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: restricted; 2024Q4: 184,514 shares; 2025Q1: 190,487 shares; 2025Q2: 232,829 shares; 2025Q3: 252,444 shares 252,444 $9.48M 0.01% +19,615 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: restricted; 2024Q4: 52,493 shares; 2025Q1: 73,246 shares; 2025Q2: 51,267 shares; 2025Q3: 78,944 shares 78,944 $9.46M 0.01% +27,677 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: restricted; 2024Q4: 253,527 shares; 2025Q1: 259,911 shares; 2025Q2: 270,115 shares; 2025Q3: 268,493 shares 268,493 $9.39M 0.01% -1,622 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,106 shares; 2025Q1: 93,167 shares; 2025Q2: 93,456 shares; 2025Q3: 94,054 shares 94,054 $9.38M 0.01% +598 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,918 shares; 2025Q1: 18,670 shares; 2025Q2: 48,559 shares; 2025Q3: 56,018 shares 56,018 $9.35M 0.01% +7,459 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: restricted; 2024Q4: 92,162 shares; 2025Q1: 95,500 shares; 2025Q2: 86,659 shares; 2025Q3: 81,754 shares 81,754 $9.35M 0.01% -4,905 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,326 shares; 2025Q1: 135,065 shares; 2025Q2: 123,936 shares; 2025Q3: 117,622 shares 117,622 $9.33M 0.01% -6,314 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,884 shares; 2025Q1: 79,735 shares; 2025Q2: 82,835 shares; 2025Q3: 106,789 shares 106,789 $9.31M 0.01% +23,954 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 280,522 shares; 2025Q1: 275,806 shares; 2025Q2: 258,736 shares; 2025Q3: 248,469 shares 248,469 $9.21M 0.01% -10,267 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154,672 shares; 2025Q3: 173,820 shares 173,820 $9.2M 0.01% +19,148 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 165,190 shares; 2025Q1: 364,401 shares; 2025Q2: 177,221 shares; 2025Q3: 189,590 shares 189,590 $9.18M 0.01% +12,369 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: restricted; 2024Q4: 14,957 shares; 2025Q1: 15,695 shares; 2025Q2: 15,683 shares; 2025Q3: 17,441 shares 17,441 $9.17M 0.01% +1,758 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,692 shares; 2025Q1: 123,851 shares; 2025Q2: 132,866 shares; 2025Q3: 169,261 shares 169,261 $9.09M 0.01% +36,395 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: restricted; 2024Q4: 17,179 shares; 2025Q1: 17,490 shares; 2025Q2: 17,643 shares; 2025Q3: 17,790 shares 17,790 $9.08M 0.01% +147 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: restricted; 2024Q4: 19,888 shares; 2025Q1: 5,454 shares; 2025Q2: 5,730 shares; 2025Q3: 37,649 shares 37,649 $9.07M 0.01% +31,919 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: restricted; 2024Q4: 166,540 shares; 2025Q1: 166,709 shares; 2025Q2: 173,709 shares; 2025Q3: 187,693 shares 187,693 $9.07M 0.01% +13,984 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,600 shares; 2025Q1: 146,038 shares; 2025Q2: 370,197 shares; 2025Q3: 426,314 shares 426,314 $9.03M 0.01% +56,117 Timeline VIOV 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: restricted; 2024Q4: 23,646 shares; 2025Q1: 22,543 shares; 2025Q2: 74,302 shares; 2025Q3: 95,214 shares 95,214 $9.02M 0.01% +20,912 Timeline SEIE 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: restricted; 2024Q4: 424,687 shares; 2025Q1: 343,923 shares; 2025Q2: 311,007 shares; 2025Q3: 293,736 shares 293,736 $8.97M 0.01% -17,271 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 245,182 shares; 2025Q1: 254,092 shares; 2025Q2: 281,761 shares; 2025Q3: 337,358 shares 337,358 $8.96M 0.01% +55,597 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 682,348 shares; 2025Q1: 681,161 shares; 2025Q2: 729,734 shares; 2025Q3: 736,261 shares 736,261 $8.91M 0.01% +6,527 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: restricted; 2024Q4: 11,422 shares; 2025Q1: 85,949 shares; 2025Q2: 84,234 shares; 2025Q3: 82,925 shares 82,925 $8.9M 0.01% -1,309 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: restricted; 2024Q4: 20,197 shares; 2025Q1: 33,437 shares; 2025Q2: 81,168 shares; 2025Q3: 91,165 shares 91,165 $8.81M 0.01% +9,997 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,058 shares; 2025Q1: 51,814 shares; 2025Q2: 52,959 shares; 2025Q3: 53,969 shares 53,969 $8.8M 0.01% +1,010 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,307 shares; 2025Q1: 172,866 shares; 2025Q2: 164,004 shares; 2025Q3: 190,343 shares 190,343 $8.78M 0.01% +26,339 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: restricted; 2024Q4: 4,049 shares; 2025Q1: 4,218 shares; 2025Q2: 4,187 shares; 2025Q3: 4,010 shares 4,010 $8.77M 0.01% -177 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,243 shares; 2025Q1: 108,014 shares; 2025Q2: 97,806 shares; 2025Q3: 98,859 shares 98,859 $8.76M 0.01% +1,053 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 362,398 shares; 2025Q1: 345,685 shares; 2025Q2: 337,422 shares; 2025Q3: 471,426 shares 471,426 $8.75M 0.01% +134,004 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 215,771 shares; 2025Q1: 200,310 shares; 2025Q2: 189,571 shares; 2025Q3: 176,819 shares 176,819 $8.74M 0.01% -12,752 Timeline USIG 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: restricted; 2024Q4: 107,397 shares; 2025Q1: 114,181 shares; 2025Q2: 126,468 shares; 2025Q3: 167,550 shares 167,550 $8.73M 0.01% +41,082 Timeline INDA 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: restricted; 2024Q4: 47,811 shares; 2025Q1: 131,735 shares; 2025Q2: 154,326 shares; 2025Q3: 164,614 shares 164,614 $8.7M 0.01% +10,288 Timeline QUS 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: restricted; 2024Q4: 128,063 shares; 2025Q1: 132,070 shares; 2025Q2: 113,903 shares; 2025Q3: 50,476 shares 50,476 $8.68M 0.01% -63,427 Timeline CDX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341,577 shares; 2025Q3: 378,551 shares 378,551 $8.65M 0.01% +36,974 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: restricted; 2024Q4: 16,932 shares; 2025Q1: 12,803 shares; 2025Q2: 11,866 shares; 2025Q3: 12,103 shares 12,103 $8.65M 0.01% +237 Timeline SCZ 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: restricted; 2024Q4: 137,547 shares; 2025Q1: 128,392 shares; 2025Q2: 118,665 shares; 2025Q3: 112,426 shares 112,426 $8.65M 0.01% -6,239 Timeline TBLL 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: restricted; 2024Q4: 82,914 shares; 2025Q1: 85,638 shares; 2025Q2: 83,724 shares; 2025Q3: 81,768 shares 81,768 $8.64M 0.01% -1,956 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,265 shares; 2025Q1: 79,888 shares; 2025Q2: 84,772 shares; 2025Q3: 82,643 shares 82,643 $8.57M 0.01% -2,129 Timeline EVYM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,151 shares; 2025Q3: 173,239 shares 173,239 $8.57M 0.01% +3,088 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,628 shares; 2025Q1: 44,003 shares; 2025Q2: 45,222 shares; 2025Q3: 51,601 shares 51,601 $8.55M 0.01% +6,379 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,240 shares; 2025Q1: 12,486 shares; 2025Q2: 14,617 shares; 2025Q3: 28,918 shares 28,918 $8.54M 0.01% +14,301 Timeline PCEF 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: restricted; 2024Q4: 462,798 shares; 2025Q1: 438,955 shares; 2025Q2: 469,408 shares; 2025Q3: 423,347 shares 423,347 $8.53M 0.01% -46,061 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,681 shares; 2025Q1: 4,788 shares; 2025Q2: 4,785 shares; 2025Q3: 4,800 shares 4,800 $8.49M 0.01% +15 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: restricted; 2024Q4: 59,397 shares; 2025Q1: 59,336 shares; 2025Q2: 66,545 shares; 2025Q3: 65,889 shares 65,889 $8.48M 0.01% -656 Timeline EMB 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: restricted; 2024Q4: 111,712 shares; 2025Q1: 84,795 shares; 2025Q2: 87,942 shares; 2025Q3: 89,190 shares 89,190 $8.48M 0.01% +1,248 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,613 shares; 2025Q1: 17,162 shares; 2025Q2: 224,140 shares; 2025Q3: 225,209 shares 225,209 $8.4M 0.01% +1,069 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: restricted; 2024Q4: 4,248 shares; 2025Q1: 4,292 shares; 2025Q2: 4,307 shares; 2025Q3: 4,272 shares 4,272 $8.4M 0.01% -35 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: restricted; 2024Q4: 591,169 shares; 2025Q1: 596,976 shares; 2025Q2: 595,846 shares; 2025Q3: 373,031 shares 373,031 $8.38M 0.01% -222,815 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,754 shares; 2025Q1: 51,950 shares; 2025Q2: 61,243 shares; 2025Q3: 71,002 shares 71,002 $8.38M 0.01% +9,759 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: restricted; 2024Q4: 21,881 shares; 2025Q1: 21,411 shares; 2025Q2: 21,603 shares; 2025Q3: 26,247 shares 26,247 $8.36M 0.01% +4,644 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 706,345 shares; 2025Q1: 515,882 shares; 2025Q2: 456,200 shares; 2025Q3: 386,780 shares 386,780 $8.35M 0.01% -69,420 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: restricted; 2024Q4: 99,916 shares; 2025Q1: 97,116 shares; 2025Q2: 95,262 shares; 2025Q3: 83,759 shares 83,759 $8.34M 0.01% -11,503 Timeline RWK 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: restricted; 2024Q4: 61,257 shares; 2025Q1: 62,016 shares; 2025Q2: 64,749 shares; 2025Q3: 66,881 shares 66,881 $8.31M 0.01% +2,132 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,525 shares; 2025Q1: 90,126 shares; 2025Q2: 88,216 shares; 2025Q3: 102,442 shares 102,442 $8.25M 0.01% +14,226 Timeline NOBL 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: restricted; 2024Q4: 88,181 shares; 2025Q1: 108,663 shares; 2025Q2: 80,906 shares; 2025Q3: 79,150 shares 79,150 $8.19M 0.01% -1,756 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: restricted; 2024Q4: 29,728 shares; 2025Q1: 29,108 shares; 2025Q2: 118,176 shares; 2025Q3: 102,849 shares 102,849 $8.13M 0.01% -15,327 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: restricted; 2024Q4: 39,076 shares; 2025Q1: 40,545 shares; 2025Q2: 34,863 shares; 2025Q3: 34,734 shares 34,734 $8.1M 0.01% -129 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,652 shares; 2025Q1: 32,268 shares; 2025Q2: 36,045 shares; 2025Q3: 37,253 shares 37,253 $8.1M 0.01% +1,208 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: restricted; 2024Q4: 8,371 shares; 2025Q1: 7,276 shares; 2025Q2: 6,076 shares; 2025Q3: 15,193 shares 15,193 $8.08M 0.01% +9,117 Timeline GQI NATIXIS ETF TR More: the full row for NATIXIS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,135 shares; 2025Q1: 143,198 shares; 2025Q2: 141,958 shares; 2025Q3: 144,716 shares 144,716 $8.04M 0.01% +2,758 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: restricted; 2024Q4: 33,006 shares; 2025Q1: 52,383 shares; 2025Q2: 61,884 shares; 2025Q3: 68,555 shares 68,555 $8.01M 0.01% +6,671 Timeline NEAR 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: restricted; 2024Q4: 219,444 shares; 2025Q1: 214,609 shares; 2025Q2: 189,193 shares; 2025Q3: 154,444 shares 154,444 $7.9M 0.01% -34,749 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: restricted; 2024Q4: 18,864 shares; 2025Q1: 28,838 shares; 2025Q2: 56,058 shares; 2025Q3: 65,747 shares 65,747 $7.88M 0.01% +9,689 Timeline SCHJ 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: restricted; 2024Q4: 291,626 shares; 2025Q1: 296,637 shares; 2025Q2: 299,200 shares; 2025Q3: 315,129 shares 315,129 $7.85M 0.01% +15,929 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: restricted; 2024Q4: 6,519 shares; 2025Q1: 9,926 shares; 2025Q2: 14,029 shares; 2025Q3: 14,042 shares 14,042 $7.82M 0.01% +13 Timeline IPKW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149,493 shares; 2025Q3: 147,280 shares 147,280 $7.8M 0.01% -2,213 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305,583 shares; 2025Q1: 393,517 shares; 2025Q2: 355,708 shares; 2025Q3: 392,343 shares 392,343 $7.79M 0.01% +36,635 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: restricted; 2024Q4: 30,252 shares; 2025Q1: 27,934 shares; 2025Q2: 26,552 shares; 2025Q3: 29,173 shares 29,173 $7.76M 0.01% +2,621 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: restricted; 2024Q4: 603,648 shares; 2025Q1: 620,052 shares; 2025Q2: 555,314 shares; 2025Q3: 477,823 shares 477,823 $7.75M 0.01% -77,491 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,584 shares; 2025Q1: 15,635 shares; 2025Q2: 13,485 shares; 2025Q3: 38,094 shares 38,094 $7.74M 0.01% +24,609 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: restricted; 2024Q4: 27,563 shares; 2025Q1: 28,139 shares; 2025Q2: 26,973 shares; 2025Q3: 28,269 shares 28,269 $7.74M 0.01% +1,296 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 440,157 shares; 2025Q1: 450,089 shares; 2025Q2: 200,276 shares; 2025Q3: 274,194 shares 274,194 $7.72M 0.01% +73,918 Timeline OEF 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: restricted; 2024Q4: 39,192 shares; 2025Q1: 35,732 shares; 2025Q2: 21,935 shares; 2025Q3: 23,004 shares 23,004 $7.7M 0.01% +1,069 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,680 shares; 2025Q1: 4,555 shares; 2025Q2: 8,733 shares; 2025Q3: 21,076 shares 21,076 $7.69M 0.01% +12,343 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,980 shares; 2025Q1: 315,842 shares; 2025Q2: 104,126 shares; 2025Q3: 114,195 shares 114,195 $7.67M 0.01% +10,069 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,202 shares; 2025Q1: 198,092 shares; 2025Q2: 196,493 shares; 2025Q3: 223,500 shares 223,500 $7.66M 0.01% +27,007 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: restricted; 2024Q4: 36,223 shares; 2025Q1: 42,394 shares; 2025Q2: 60,551 shares; 2025Q3: 62,698 shares 62,698 $7.62M 0.01% +2,147 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 201,429 shares; 2025Q1: 198,707 shares; 2025Q2: 195,474 shares; 2025Q3: 280,434 shares 280,434 $7.6M 0.01% +84,960 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 759,558 shares; 2025Q2: 748,854 shares; 2025Q3: 390,678 shares 390,678 $7.56M 0.01% -358,176 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,258 shares; 2025Q1: 28,933 shares; 2025Q2: 28,482 shares; 2025Q3: 31,782 shares 31,782 $7.53M 0.01% +3,300 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 87,613 shares; 2025Q1: 96,595 shares; 2025Q2: 470,892 shares; 2025Q3: 169,348 shares 169,348 $7.49M 0.01% -301,544 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,409 shares; 2025Q1: 35,169 shares; 2025Q2: 40,047 shares; 2025Q3: 45,993 shares 45,993 $7.45M 0.01% +5,946 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: restricted; 2024Q4: 104,490 shares; 2025Q1: 113,117 shares; 2025Q2: 102,704 shares; 2025Q3: 95,789 shares 95,789 $7.45M 0.01% -6,915 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,265 shares; 2025Q1: 85,740 shares; 2025Q2: 76,174 shares; 2025Q3: 70,125 shares 70,125 $7.42M 0.01% -6,049 Timeline SAEF 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: restricted; 2024Q4: 272,367 shares; 2025Q1: 261,589 shares; 2025Q2: 258,417 shares; 2025Q3: 269,371 shares 269,371 $7.41M 0.01% +10,954 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,754 shares; 2025Q1: 55,605 shares; 2025Q2: 53,112 shares; 2025Q3: 63,880 shares 63,880 $7.41M 0.01% +10,768 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,366 shares; 2025Q1: 32,291 shares; 2025Q2: 36,253 shares; 2025Q3: 33,718 shares 33,718 $7.4M 0.01% -2,535 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,509 shares; 2025Q1: 25,441 shares; 2025Q2: 8,092 shares; 2025Q3: 10,843 shares 10,843 $7.38M 0.01% +2,751 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: restricted; 2024Q4: 157,196 shares; 2025Q1: 147,743 shares; 2025Q2: 150,385 shares; 2025Q3: 159,022 shares 159,022 $7.37M 0.01% +8,637 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,329 shares; 2025Q1: 3,156 shares; 2025Q2: 27,135 shares; 2025Q3: 58,047 shares 58,047 $7.37M 0.01% +30,912 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: restricted; 2024Q4: 98,839 shares; 2025Q1: 138,258 shares; 2025Q2: 150,193 shares; 2025Q3: 147,097 shares 147,097 $7.36M 0.01% -3,096 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: restricted; 2024Q4: 95,205 shares; 2025Q1: 98,686 shares; 2025Q2: 105,431 shares; 2025Q3: 110,964 shares 110,964 $7.35M 0.01% +5,533 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,098 shares; 2025Q1: 9,953 shares; 2025Q2: 44,382 shares; 2025Q3: 42,391 shares 42,391 $7.34M 0.01% -1,991 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: restricted; 2024Q4: 212,364 shares; 2025Q1: 152,961 shares; 2025Q2: 163,003 shares; 2025Q3: 168,037 shares 168,037 $7.34M 0.01% +5,034 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: restricted; 2024Q4: 185,619 shares; 2025Q1: 193,490 shares; 2025Q2: 188,584 shares; 2025Q3: 201,958 shares 201,958 $7.34M 0.01% +13,374 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 271,311 shares; 2025Q1: 273,158 shares; 2025Q2: 358,460 shares; 2025Q3: 387,433 shares 387,433 $7.33M 0.01% +28,973 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,789 shares; 2025Q1: 90,315 shares; 2025Q2: 93,885 shares; 2025Q3: 93,919 shares 93,919 $7.33M 0.01% +34 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 52,639 shares; 2025Q1: 47,426 shares; 2025Q2: 64,544 shares; 2025Q3: 100,388 shares 100,388 $7.31M 0.01% +35,844 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229,249 shares; 2025Q1: 243,969 shares; 2025Q2: 263,612 shares; 2025Q3: 283,861 shares 283,861 $7.3M 0.01% +20,249 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: restricted; 2024Q4: 77,328 shares; 2025Q1: 77,016 shares; 2025Q2: 163,202 shares; 2025Q3: 94,559 shares 94,559 $7.25M 0.01% -68,643 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: restricted; 2024Q4: 65,414 shares; 2025Q1: 60,528 shares; 2025Q2: 65,402 shares; 2025Q3: 71,295 shares 71,295 $7.25M 0.01% +5,893 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,137 shares; 2025Q1: not reported; 2025Q2: 128,961 shares; 2025Q3: 129,299 shares 129,299 $7.25M 0.01% +338 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: restricted; 2024Q4: 30,268 shares; 2025Q1: 26,421 shares; 2025Q2: 9,476 shares; 2025Q3: 10,760 shares 10,760 $7.24M 0.01% +1,284 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: restricted; 2024Q4: 462,291 shares; 2025Q1: 602,708 shares; 2025Q2: 588,415 shares; 2025Q3: 604,977 shares 604,977 $7.21M 0.01% +16,562 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: restricted; 2024Q4: 22,537 shares; 2025Q1: 31,882 shares; 2025Q2: 33,034 shares; 2025Q3: 33,832 shares 33,832 $7.21M 0.01% +798 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: restricted; 2024Q4: 110,864 shares; 2025Q1: 103,738 shares; 2025Q2: 121,893 shares; 2025Q3: 105,081 shares 105,081 $7.2M 0.01% -16,812 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: restricted; 2024Q4: 6,150 shares; 2025Q1: 6,316 shares; 2025Q2: 22,393 shares; 2025Q3: 22,684 shares 22,684 $7.19M 0.01% +291 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,955 shares; 2025Q1: 4,109 shares; 2025Q2: not reported; 2025Q3: 30,020 shares 30,020 $7.19M 0.01% new 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: restricted; 2024Q4: 167,516 shares; 2025Q1: 162,349 shares; 2025Q2: 116,978 shares; 2025Q3: 167,642 shares 167,642 $7.19M 0.01% +50,664 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,359 shares; 2025Q1: 116,888 shares; 2025Q2: 168,204 shares; 2025Q3: 219,417 shares 219,417 $7.17M 0.01% +51,213 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,386 shares; 2025Q1: 182,724 shares; 2025Q2: 183,021 shares; 2025Q3: 186,280 shares 186,280 $7.16M 0.01% +3,259 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,187 shares; 2025Q1: 48,191 shares; 2025Q2: 82,669 shares; 2025Q3: 142,623 shares 142,623 $7.14M 0.01% +59,954 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,188 shares; 2025Q1: 103,747 shares; 2025Q2: 107,163 shares; 2025Q3: 107,783 shares 107,783 $7.13M 0.01% +620 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,678 shares; 2025Q1: 57,941 shares; 2025Q2: 61,248 shares; 2025Q3: 115,230 shares 115,230 $7.11M 0.01% +53,982 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: restricted; 2024Q4: 72,212 shares; 2025Q1: 64,579 shares; 2025Q2: 65,961 shares; 2025Q3: 67,711 shares 67,711 $7.1M 0.01% +1,750 Timeline FDL 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: restricted; 2024Q4: 119,721 shares; 2025Q1: 124,766 shares; 2025Q2: 146,593 shares; 2025Q3: 162,900 shares 162,900 $7.09M 0.01% +16,307 Timeline TQQQ 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: restricted; 2024Q4: 53,239 shares; 2025Q1: 67,691 shares; 2025Q2: 66,878 shares; 2025Q3: 67,296 shares 67,296 $7.09M 0.01% +418 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: restricted; 2024Q4: 21,240 shares; 2025Q1: 18,354 shares; 2025Q2: 18,985 shares; 2025Q3: 28,797 shares 28,797 $7.09M 0.01% +9,812 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,937 shares; 2025Q1: 73,999 shares; 2025Q2: 148,438 shares; 2025Q3: 144,124 shares 144,124 $7.09M 0.01% -4,314 Timeline FPE 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: restricted; 2024Q4: 636,290 shares; 2025Q1: 561,213 shares; 2025Q2: 530,667 shares; 2025Q3: 387,438 shares 387,438 $7.08M 0.01% -143,229 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 344,288 shares; 2025Q1: 325,850 shares; 2025Q2: 319,214 shares; 2025Q3: 280,364 shares 280,364 $7.04M 0.01% -38,850 TFLO 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: restricted; 2024Q4: 153,562 shares; 2025Q1: 146,529 shares; 2025Q2: 131,169 shares; 2025Q3: 138,599 shares 138,599 $6.99M 0.01% +7,430 Timeline ACWX 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: restricted; 2024Q4: 120,859 shares; 2025Q1: 102,095 shares; 2025Q2: 100,209 shares; 2025Q3: 106,120 shares 106,120 $6.99M 0.01% +5,911 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275,538 shares 275,538 $6.98M 0.01% new Timeline ICVT 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: restricted; 2024Q4: 70,768 shares; 2025Q1: 66,921 shares; 2025Q2: 64,062 shares; 2025Q3: 68,516 shares 68,516 $6.97M 0.01% +4,454 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,183 shares; 2025Q1: 126,719 shares; 2025Q2: 106,099 shares; 2025Q3: 109,051 shares 109,051 $6.97M 0.01% +2,952 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 91,632 shares; 2025Q2: 164,770 shares; 2025Q3: 352,488 shares 352,488 $6.96M 0.01% +187,718 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,364 shares; 2025Q1: 141,529 shares; 2025Q2: 143,469 shares; 2025Q3: 116,606 shares 116,606 $6.89M 0.01% -26,863 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: restricted; 2024Q4: 114,716 shares; 2025Q1: 97,357 shares; 2025Q2: 83,959 shares; 2025Q3: 81,028 shares 81,028 $6.87M 0.01% -2,931 Timeline SRLN 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: restricted; 2024Q4: 199,482 shares; 2025Q1: 179,814 shares; 2025Q2: 167,898 shares; 2025Q3: 165,442 shares 165,442 $6.84M 0.01% -2,456 Timeline SCHH 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: restricted; 2024Q4: 439,010 shares; 2025Q1: 356,421 shares; 2025Q2: 324,547 shares; 2025Q3: 320,919 shares 320,919 $6.83M 0.01% -3,628 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: restricted; 2024Q4: 79,380 shares; 2025Q1: 79,087 shares; 2025Q2: 83,359 shares; 2025Q3: 72,802 shares 72,802 $6.83M 0.01% -10,557 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,371 shares; 2025Q1: 7,160 shares; 2025Q2: 7,124 shares; 2025Q3: 6,909 shares 6,909 $6.83M 0.01% -215 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: restricted; 2024Q4: 83,144 shares; 2025Q1: 74,070 shares; 2025Q2: 70,716 shares; 2025Q3: 75,624 shares 75,624 $6.74M 0.01% +4,908 Timeline DFSI 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: restricted; 2024Q4: 143,838 shares; 2025Q1: 145,123 shares; 2025Q2: 144,049 shares; 2025Q3: 162,946 shares 162,946 $6.73M 0.01% +18,897 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,059 shares; 2025Q3: 159,598 shares 159,598 $6.73M 0.01% -1,461 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,233 shares; 2025Q1: 166,900 shares; 2025Q2: 179,657 shares; 2025Q3: 188,899 shares 188,899 $6.73M 0.01% +9,242 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: restricted; 2024Q4: 103,953 shares; 2025Q1: 155,287 shares; 2025Q2: 163,984 shares; 2025Q3: 176,577 shares 176,577 $6.68M 0.01% +12,593 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,566 shares; 2025Q1: 14,404 shares; 2025Q2: 5,118 shares; 2025Q3: 14,525 shares 14,525 $6.68M 0.01% +9,407 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 174,688 shares; 2025Q1: 178,510 shares; 2025Q2: 169,669 shares; 2025Q3: 153,429 shares 153,429 $6.67M 0.01% -16,240 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 13,849 shares; 2025Q2: 256,196 shares; 2025Q3: 359,764 shares 359,764 $6.65M 0.01% +103,568 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: restricted; 2024Q4: 27,108 shares; 2025Q1: 28,639 shares; 2025Q2: 27,694 shares; 2025Q3: 31,463 shares 31,463 $6.62M 0.01% +3,769 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 110,190 shares; 2025Q1: 212,728 shares; 2025Q2: 290,594 shares; 2025Q3: 768,196 shares 768,196 $6.59M 0.01% +477,602 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,154 shares; 2025Q1: 88,101 shares; 2025Q2: 119,170 shares; 2025Q3: 171,168 shares 171,168 $6.54M 0.01% +51,998 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,657 shares; 2025Q3: 207,021 shares 207,021 $6.54M 0.01% +8,364 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: restricted; 2024Q4: 85,339 shares; 2025Q1: 80,660 shares; 2025Q2: 78,321 shares; 2025Q3: 79,024 shares 79,024 $6.54M 0.01% +703 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: restricted; 2024Q4: 12,330 shares; 2025Q1: 17,770 shares; 2025Q2: 292,734 shares; 2025Q3: 141,460 shares 141,460 $6.49M 0.01% -151,274 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,208 shares; 2025Q1: 207,417 shares; 2025Q2: 236,051 shares; 2025Q3: 342,942 shares 342,942 $6.49M 0.01% +106,891 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: restricted; 2024Q4: 50,511 shares; 2025Q1: 48,372 shares; 2025Q2: 49,869 shares; 2025Q3: 49,773 shares 49,773 $6.45M 0.01% -96 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,502 shares; 2025Q1: 192,141 shares; 2025Q2: 169,788 shares; 2025Q3: 183,168 shares 183,168 $6.44M 0.01% +13,380 Timeline XLP 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: restricted; 2024Q4: 63,897 shares; 2025Q1: 60,791 shares; 2025Q2: 81,831 shares; 2025Q3: 82,094 shares 82,094 $6.42M 0.01% +263 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: restricted; 2024Q4: 55,176 shares; 2025Q1: 50,303 shares; 2025Q2: 170,580 shares; 2025Q3: 164,834 shares 164,834 $6.41M 0.01% -5,746 Timeline BOCT 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: restricted; 2024Q4: 6,875 shares; 2025Q1: 6,875 shares; 2025Q2: 8,774 shares; 2025Q3: 131,657 shares 131,657 $6.38M 0.01% +122,883 Timeline JIRE 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: restricted; 2024Q4: 149,757 shares; 2025Q1: 158,077 shares; 2025Q2: 152,509 shares; 2025Q3: 85,549 shares 85,549 $6.37M 0.01% -66,960 Timeline 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: restricted; 2024Q4: 11,120 shares; 2025Q1: 15,798 shares; 2025Q2: 19,938 shares; 2025Q3: 21,109 shares 21,109 $6.35M 0.01% +1,171 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,747 shares; 2025Q1: 15,775 shares; 2025Q2: 15,993 shares; 2025Q3: 15,986 shares 15,986 $6.34M 0.01% -7 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: restricted; 2024Q4: 6,353 shares; 2025Q1: 6,928 shares; 2025Q2: 10,339 shares; 2025Q3: 11,702 shares 11,702 $6.32M 0.01% +1,363 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,141 shares; 2025Q1: 57,934 shares; 2025Q2: 54,717 shares; 2025Q3: 52,245 shares 52,245 $6.3M 0.01% -2,472 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,047 shares; 2025Q1: 56,737 shares; 2025Q2: 55,915 shares; 2025Q3: 58,024 shares 58,024 $6.29M 0.01% +2,109 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,580 shares; 2025Q1: 133,763 shares; 2025Q2: 134,641 shares; 2025Q3: 131,128 shares 131,128 $6.27M 0.01% -3,513 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,484 shares; 2025Q1: 42,982 shares; 2025Q2: 43,909 shares; 2025Q3: 42,104 shares 42,104 $6.26M 0.01% -1,805 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: restricted; 2024Q4: 6,245 shares; 2025Q1: 6,384 shares; 2025Q2: 24,880 shares; 2025Q3: 25,020 shares 25,020 $6.26M 0.01% +140 Timeline EMNT 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: restricted; 2024Q4: 76,279 shares; 2025Q1: 59,444 shares; 2025Q2: 60,701 shares; 2025Q3: 62,945 shares 62,945 $6.21M 0.01% +2,244 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: restricted; 2024Q4: 11,236 shares; 2025Q1: 29,652 shares; 2025Q2: 64,372 shares; 2025Q3: 79,464 shares 79,464 $6.21M 0.01% +15,092 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: restricted; 2024Q4: 278,489 shares; 2025Q1: 212,324 shares; 2025Q2: 207,646 shares; 2025Q3: 43,893 shares 43,893 $6.15M 0.01% -163,753 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238,253 shares; 2025Q1: 185,425 shares; 2025Q2: 168,763 shares; 2025Q3: 151,305 shares 151,305 $6.14M 0.01% -17,458 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,429 shares; 2025Q1: 55,590 shares; 2025Q2: 50,448 shares; 2025Q3: 48,551 shares 48,551 $6.14M 0.01% -1,897 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: restricted; 2024Q4: 19,493 shares; 2025Q1: 19,346 shares; 2025Q2: 28,323 shares; 2025Q3: 36,411 shares 36,411 $6.14M 0.01% +8,088 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,633 shares; 2025Q1: 48,093 shares; 2025Q2: 55,116 shares; 2025Q3: 57,298 shares 57,298 $6.12M 0.01% +2,182 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,132 shares; 2025Q3: 47,504 shares 47,504 $6.12M 0.01% +24,372 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 260,177 shares; 2025Q1: 285,666 shares; 2025Q2: 336,495 shares; 2025Q3: 397,725 shares 397,725 $6.12M 0.01% +61,230 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,657 shares; 2025Q1: 12,852 shares; 2025Q2: 13,017 shares; 2025Q3: 16,235 shares 16,235 $6.1M 0.01% +3,218 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,800 shares; 2025Q1: 105,434 shares; 2025Q2: 107,988 shares; 2025Q3: 139,778 shares 139,778 $6.08M 0.01% +31,790 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,537 shares; 2025Q1: 86,506 shares; 2025Q2: 88,539 shares; 2025Q3: 92,937 shares 92,937 $6.07M 0.01% +4,398 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: restricted; 2024Q4: 115,648 shares; 2025Q1: 116,342 shares; 2025Q2: 113,119 shares; 2025Q3: 89,449 shares 89,449 $6.06M 0.01% -23,670 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193,283 shares; 2025Q3: 235,149 shares 235,149 $6.05M 0.01% +41,866 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376,733 shares; 2025Q1: 321,485 shares; 2025Q2: 342,709 shares; 2025Q3: 360,920 shares 360,920 $6.05M 0.01% +18,211 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,977 shares; 2025Q1: 49,001 shares; 2025Q2: 89,056 shares; 2025Q3: 142,593 shares 142,593 $6.04M 0.01% +53,537 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 220,812 shares; 2025Q1: 232,699 shares; 2025Q2: 238,237 shares; 2025Q3: 252,953 shares 252,953 $6.02M 0.01% +14,716 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: restricted; 2024Q4: 16,586 shares; 2025Q1: 17,640 shares; 2025Q2: 18,408 shares; 2025Q3: 19,125 shares 19,125 $6.02M 0.01% +717 Timeline FTEC 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: restricted; 2024Q4: 30,581 shares; 2025Q1: 27,490 shares; 2025Q2: 24,453 shares; 2025Q3: 26,534 shares 26,534 $5.96M 0.01% +2,081 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: restricted; 2024Q4: 39,140 shares; 2025Q1: 12,921 shares; 2025Q2: 22,907 shares; 2025Q3: 23,034 shares 23,034 $5.96M 0.01% +127 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,181 shares; 2025Q1: 108,988 shares; 2025Q2: 120,832 shares; 2025Q3: 121,222 shares 121,222 $5.95M 0.01% +390 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 343,462 shares; 2025Q1: 273,143 shares; 2025Q2: 273,715 shares; 2025Q3: 390,853 shares 390,853 $5.94M 0.01% +117,138 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: restricted; 2024Q4: 35,514 shares; 2025Q1: 55,213 shares; 2025Q2: 55,507 shares; 2025Q3: 60,912 shares 60,912 $5.94M 0.01% +5,405 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,311 shares; 2025Q1: 94,100 shares; 2025Q2: 82,607 shares; 2025Q3: 84,016 shares 84,016 $5.93M 0.01% +1,409 Timeline ICLO 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: restricted; 2024Q4: 303,071 shares; 2025Q1: 343,173 shares; 2025Q2: 299,084 shares; 2025Q3: 231,603 shares 231,603 $5.93M 0.01% -67,481 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: restricted; 2024Q4: 15,298 shares; 2025Q1: 15,639 shares; 2025Q2: 33,618 shares; 2025Q3: 35,956 shares 35,956 $5.92M 0.01% +2,338 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,157 shares; 2025Q1: 101,311 shares; 2025Q2: 90,481 shares; 2025Q3: 80,796 shares 80,796 $5.91M 0.01% -9,685 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,258 shares; 2025Q1: 26,730 shares; 2025Q2: 79,431 shares; 2025Q3: 41,484 shares 41,484 $5.91M 0.01% -37,947 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,741 shares; 2025Q1: 72,156 shares; 2025Q2: 95,184 shares; 2025Q3: 62,673 shares 62,673 $5.9M 0.01% -32,511 Timeline FNDA 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: restricted; 2024Q4: 238,301 shares; 2025Q1: 209,269 shares; 2025Q2: 163,749 shares; 2025Q3: 189,499 shares 189,499 $5.87M 0.01% +25,750 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: restricted; 2024Q4: 30,997 shares; 2025Q1: 33,138 shares; 2025Q2: 34,872 shares; 2025Q3: 35,265 shares 35,265 $5.86M 0.01% +393 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146,960 shares; 2025Q1: 102,638 shares; 2025Q2: 95,797 shares; 2025Q3: 115,966 shares 115,966 $5.86M 0.01% +20,169 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: restricted; 2024Q4: 139,417 shares; 2025Q1: 125,417 shares; 2025Q2: 124,919 shares; 2025Q3: 129,135 shares 129,135 $5.85M 0.01% +4,216 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,526 shares; 2025Q1: 103,337 shares; 2025Q2: 109,120 shares; 2025Q3: 60,607 shares 60,607 $5.82M 0.01% -48,513 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,701 shares; 2025Q1: 89,378 shares; 2025Q2: 84,057 shares; 2025Q3: 66,372 shares 66,372 $5.77M 0.01% -17,685 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 122,518 shares 122,518 $5.77M 0.01% new Timeline IJT 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: restricted; 2024Q4: 52,240 shares; 2025Q1: 49,624 shares; 2025Q2: 43,614 shares; 2025Q3: 40,815 shares 40,815 $5.74M 0.01% -2,799 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: restricted; 2024Q4: 33,176 shares; 2025Q1: 28,934 shares; 2025Q2: 28,258 shares; 2025Q3: 28,584 shares 28,584 $5.74M 0.01% +326 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: restricted; 2024Q4: 23,660 shares; 2025Q1: 25,854 shares; 2025Q2: 31,923 shares; 2025Q3: 32,024 shares 32,024 $5.73M 0.01% +101 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,116 shares; 2025Q1: 16,639 shares; 2025Q2: 14,339 shares; 2025Q3: 151,987 shares 151,987 $5.72M 0.01% +137,648 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,410 shares; 2025Q1: 71,856 shares; 2025Q2: 89,967 shares; 2025Q3: 96,182 shares 96,182 $5.71M 0.01% +6,215 PZA 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: restricted; 2024Q4: 157,740 shares; 2025Q1: 162,310 shares; 2025Q2: 236,774 shares; 2025Q3: 246,115 shares 246,115 $5.7M 0.01% +9,341 Timeline IUSB 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: restricted; 2024Q4: 212,164 shares; 2025Q1: 129,218 shares; 2025Q2: 101,288 shares; 2025Q3: 122,087 shares 122,087 $5.69M 0.01% +20,799 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,531 shares; 2025Q1: 16,533 shares; 2025Q2: 33,705 shares; 2025Q3: 175,861 shares 175,861 $5.69M 0.01% +142,156 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: restricted; 2024Q4: 22,318 shares; 2025Q1: 26,310 shares; 2025Q2: 23,313 shares; 2025Q3: 28,029 shares 28,029 $5.68M 0.01% +4,716 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,097 shares; 2025Q1: 35,790 shares; 2025Q2: 36,267 shares; 2025Q3: 36,229 shares 36,229 $5.68M 0.01% -38 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,460 shares; 2025Q1: 79,489 shares; 2025Q2: 157,498 shares; 2025Q3: 151,364 shares 151,364 $5.67M 0.01% -6,134 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,271 shares; 2025Q1: 79,275 shares; 2025Q2: 79,315 shares; 2025Q3: 79,414 shares 79,414 $5.61M 0.01% +99 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,485 shares; 2025Q1: 29,103 shares; 2025Q2: 27,674 shares; 2025Q3: 28,844 shares 28,844 $5.6M 0.01% +1,170 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: restricted; 2024Q4: 16,886 shares; 2025Q1: 5,806 shares; 2025Q2: 19,107 shares; 2025Q3: 40,859 shares 40,859 $5.6M 0.01% +21,752 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: restricted; 2024Q4: 120,094 shares; 2025Q1: 113,918 shares; 2025Q2: 113,886 shares; 2025Q3: 89,914 shares 89,914 $5.59M 0.01% -23,972 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279,145 shares; 2025Q1: 319,132 shares; 2025Q2: 253,838 shares; 2025Q3: 103,983 shares 103,983 $5.58M 0.01% -149,855 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,583 shares; 2025Q1: 25,182 shares; 2025Q2: 25,187 shares; 2025Q3: 23,436 shares 23,436 $5.58M 0.01% -1,751 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 158,714 shares; 2025Q1: 161,433 shares; 2025Q2: 158,595 shares; 2025Q3: 164,976 shares 164,976 $5.57M 0.01% +6,381 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,189 shares; 2025Q1: 33,415 shares; 2025Q2: 34,964 shares; 2025Q3: 38,154 shares 38,154 $5.57M 0.01% +3,190 Timeline FTHI 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: restricted; 2024Q4: 235,081 shares; 2025Q1: 235,285 shares; 2025Q2: 233,154 shares; 2025Q3: 233,927 shares 233,927 $5.54M 0.01% +773 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,836 shares; 2025Q1: 8,185 shares; 2025Q2: 17,266 shares; 2025Q3: 27,032 shares 27,032 $5.54M 0.01% +9,766 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,792 shares; 2025Q1: 7,749 shares; 2025Q2: 22,247 shares; 2025Q3: 27,795 shares 27,795 $5.53M 0.01% +5,548 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: restricted; 2024Q4: 144,264 shares; 2025Q1: 169,944 shares; 2025Q2: 164,541 shares; 2025Q3: 160,474 shares 160,474 $5.52M 0.01% -4,067 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: restricted; 2024Q4: 12,474 shares; 2025Q1: 12,565 shares; 2025Q2: 12,772 shares; 2025Q3: 12,858 shares 12,858 $5.52M 0.01% +86 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: restricted; 2024Q4: 15,506 shares; 2025Q1: 17,422 shares; 2025Q2: 34,771 shares; 2025Q3: 35,721 shares 35,721 $5.52M 0.01% +950 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: restricted; 2024Q4: 14,511 shares; 2025Q1: 17,122 shares; 2025Q2: 24,175 shares; 2025Q3: 24,420 shares 24,420 $5.49M 0.01% +245 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,260 shares; 2025Q1: 28,612 shares; 2025Q2: 34,964 shares; 2025Q3: 22,291 shares 22,291 $5.47M 0.01% -12,673 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,102 shares; 2025Q1: 6,596 shares; 2025Q2: 25,147 shares; 2025Q3: 38,970 shares 38,970 $5.46M 0.01% +13,823 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,075 shares; 2025Q1: 37,864 shares; 2025Q2: 49,317 shares; 2025Q3: 61,604 shares 61,604 $5.45M 0.01% +12,287 Timeline FCPI 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: restricted; 2024Q4: 91,700 shares; 2025Q1: 95,534 shares; 2025Q2: 104,838 shares; 2025Q3: 108,320 shares 108,320 $5.44M 0.01% +3,482 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,145 shares; 2025Q1: 146,786 shares; 2025Q2: 136,360 shares; 2025Q3: 134,393 shares 134,393 $5.44M 0.01% -1,967 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: restricted; 2024Q4: 524,158 shares; 2025Q1: 502,872 shares; 2025Q2: 464,815 shares; 2025Q3: 464,126 shares 464,126 $5.42M 0.01% -689 Timeline RDIV 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: restricted; 2024Q4: 107,533 shares; 2025Q1: 115,569 shares; 2025Q2: 101,929 shares; 2025Q3: 103,518 shares 103,518 $5.38M 0.01% +1,589 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 71,973 shares; 2025Q1: 76,718 shares; 2025Q2: 118,250 shares; 2025Q3: 93,886 shares 93,886 $5.37M 0.01% -24,364 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,519 shares; 2025Q1: 72,049 shares; 2025Q2: 88,317 shares; 2025Q3: 102,091 shares 102,091 $5.35M 0.01% +13,774 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,373 shares; 2025Q1: 35,172 shares; 2025Q2: 15,729 shares; 2025Q3: 16,476 shares 16,476 $5.35M 0.01% +747 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: restricted; 2024Q4: 203,283 shares; 2025Q1: 175,923 shares; 2025Q2: 205,136 shares; 2025Q3: 214,118 shares 214,118 $5.33M 0.01% +8,982 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: restricted; 2024Q4: 191,446 shares; 2025Q1: 202,901 shares; 2025Q2: 198,359 shares; 2025Q3: 195,826 shares 195,826 $5.33M 0.01% -2,533 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,738 shares; 2025Q2: 26,569 shares; 2025Q3: 39,720 shares 39,720 $5.33M 0.01% +13,151 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,861 shares; 2025Q1: 13,259 shares; 2025Q2: 20,289 shares; 2025Q3: 26,480 shares 26,480 $5.32M 0.01% +6,191 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,761 shares; 2025Q1: 41,921 shares; 2025Q2: 37,161 shares; 2025Q3: 35,314 shares 35,314 $5.31M 0.01% -1,847 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: restricted; 2024Q4: 43,546 shares; 2025Q1: 39,349 shares; 2025Q2: 40,663 shares; 2025Q3: 39,576 shares 39,576 $5.25M 0.01% -1,087 Timeline KORP 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: restricted; 2024Q4: 100,315 shares; 2025Q1: 112,555 shares; 2025Q2: 100,360 shares; 2025Q3: 110,060 shares 110,060 $5.24M 0.01% +9,700 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: restricted; 2024Q4: 7,277 shares; 2025Q1: 8,078 shares; 2025Q2: 10,493 shares; 2025Q3: 21,668 shares 21,668 $5.23M 0.01% +11,175 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: restricted; 2024Q4: 133,923 shares; 2025Q1: 133,014 shares; 2025Q2: 81,978 shares; 2025Q3: 80,982 shares 80,982 $5.21M 0.01% -996 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: restricted; 2024Q4: 51,874 shares; 2025Q1: 49,086 shares; 2025Q2: 50,250 shares; 2025Q3: 49,019 shares 49,019 $5.19M 0.01% -1,231 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,402 shares; 2025Q1: 4,610 shares; 2025Q2: 13,808 shares; 2025Q3: 14,006 shares 14,006 $5.18M 0.01% +198 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,695 shares; 2025Q1: 132,950 shares; 2025Q2: 137,654 shares; 2025Q3: 135,764 shares 135,764 $5.18M 0.01% -1,890 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,117 shares; 2025Q1: 19,378 shares; 2025Q2: 19,109 shares; 2025Q3: 20,333 shares 20,333 $5.17M 0.01% +1,224 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 264,785 shares; 2025Q1: 282,317 shares; 2025Q2: 332,384 shares; 2025Q3: 341,695 shares 341,695 $5.17M 0.01% +9,311 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: restricted; 2024Q4: 52,401 shares; 2025Q1: 51,082 shares; 2025Q2: 33,887 shares; 2025Q3: 34,718 shares 34,718 $5.14M 0.01% +831 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,563 shares; 2025Q1: 111,922 shares; 2025Q2: 106,142 shares; 2025Q3: 98,932 shares 98,932 $5.14M 0.01% -7,210 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,387 shares; 2025Q1: 65,585 shares; 2025Q2: 68,459 shares; 2025Q3: 75,209 shares 75,209 $5.12M 0.01% +6,750 Timeline PY PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,058 shares; 2025Q1: 99,091 shares; 2025Q2: 97,989 shares; 2025Q3: 97,944 shares 97,944 $5.11M 0.01% -45 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: restricted; 2024Q4: 92,926 shares; 2025Q1: 435,198 shares; 2025Q2: 258,076 shares; 2025Q3: 111,446 shares 111,446 $5.11M 0.01% -146,630 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,888 shares; 2025Q1: 109,614 shares; 2025Q2: 103,869 shares; 2025Q3: 112,075 shares 112,075 $5.08M 0.01% +8,206 Timeline HYFI 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: restricted; 2024Q4: 33,798 shares; 2025Q1: 115,838 shares; 2025Q2: 113,824 shares; 2025Q3: 134,240 shares 134,240 $5.06M 0.01% +20,416 Timeline BSCQ 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: restricted; 2024Q4: 250,204 shares; 2025Q1: 257,965 shares; 2025Q2: 251,251 shares; 2025Q3: 258,547 shares 258,547 $5.06M 0.01% +7,296 Timeline PXF 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: restricted; 2024Q4: 75,641 shares; 2025Q1: 74,741 shares; 2025Q2: 74,861 shares; 2025Q3: 81,801 shares 81,801 $5.05M 0.01% +6,940 Timeline AIEQ 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: restricted; 2024Q4: 165,360 shares; 2025Q1: 157,136 shares; 2025Q2: 118,737 shares; 2025Q3: 111,797 shares 111,797 $5.05M 0.01% -6,940 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,633 shares; 2025Q1: 51,230 shares; 2025Q2: 95,457 shares; 2025Q3: 97,008 shares 97,008 $5.04M 0.01% +1,551 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,816 shares; 2025Q1: 74,108 shares; 2025Q2: 133,410 shares; 2025Q3: 127,814 shares 127,814 $5.04M 0.01% -5,596 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,068 shares; 2025Q1: 49,515 shares; 2025Q2: 64,648 shares; 2025Q3: 71,937 shares 71,937 $5.03M 0.01% +7,289 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: restricted; 2024Q4: 6,699 shares; 2025Q1: 13,762 shares; 2025Q2: 9,965 shares; 2025Q3: 8,806 shares 8,806 $5.01M 0.01% -1,159 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,443 shares; 2025Q1: 19,049 shares; 2025Q2: 27,867 shares; 2025Q3: 32,907 shares 32,907 $5.01M 0.01% +5,040 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,544 shares; 2025Q1: 98,036 shares; 2025Q2: 109,054 shares; 2025Q3: 116,191 shares 116,191 $5M 0.01% +7,137 Timeline FLCV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161,863 shares; 2025Q3: 164,207 shares 164,207 $5M 0.01% +2,344 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 120,845 shares; 2025Q1: 135,627 shares; 2025Q2: 136,588 shares; 2025Q3: 137,894 shares 137,894 $4.99M 0.01% +1,306 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 103,509 shares; 2025Q1: 103,132 shares; 2025Q2: 123,338 shares; 2025Q3: 124,824 shares 124,824 $4.98M 0.01% +1,486 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,166 shares; 2025Q1: 124,395 shares; 2025Q2: 121,067 shares; 2025Q3: 121,385 shares 121,385 $4.97M 0.01% +318 Timeline THYF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,945 shares; 2025Q1: 94,092 shares; 2025Q2: 89,612 shares; 2025Q3: 94,666 shares 94,666 $4.97M 0.01% +5,054 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,882 shares; 2025Q1: 11,864 shares; 2025Q2: 33,960 shares; 2025Q3: 41,511 shares 41,511 $4.96M 0.01% +7,551 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,393 shares; 2025Q1: 7,334 shares; 2025Q2: 22,035 shares; 2025Q3: 20,807 shares 20,807 $4.95M 0.01% -1,228 Timeline FIGB 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: restricted; 2024Q4: 86,387 shares; 2025Q1: 105,707 shares; 2025Q2: 104,610 shares; 2025Q3: 113,321 shares 113,321 $4.94M 0.01% +8,711 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,142 shares; 2025Q1: 22,351 shares; 2025Q2: 27,678 shares; 2025Q3: 51,177 shares 51,177 $4.93M 0.01% +23,499 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: restricted; 2024Q4: 120,173 shares; 2025Q1: 106,641 shares; 2025Q2: 123,280 shares; 2025Q3: 140,989 shares 140,989 $4.92M 0.01% +17,709 Timeline FTCS 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: restricted; 2024Q4: 56,367 shares; 2025Q1: 55,144 shares; 2025Q2: 54,892 shares; 2025Q3: 52,228 shares 52,228 $4.9M 0.01% -2,664 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,201 shares; 2025Q1: 44,584 shares; 2025Q2: 74,381 shares; 2025Q3: 89,424 shares 89,424 $4.89M 0.01% +15,043 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,267 shares; 2025Q1: 16,397 shares; 2025Q2: 21,369 shares; 2025Q3: 24,429 shares 24,429 $4.89M 0.01% +3,060 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: restricted; 2024Q4: 9,761 shares; 2025Q1: 12,776 shares; 2025Q2: 27,216 shares; 2025Q3: 27,886 shares 27,886 $4.88M 0.01% +670 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,299 shares; 2025Q1: 41,457 shares; 2025Q2: 48,930 shares; 2025Q3: 29,187 shares 29,187 $4.86M 0.01% -19,743 Timeline DFSB 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: restricted; 2024Q4: 75,020 shares; 2025Q1: 80,850 shares; 2025Q2: 83,531 shares; 2025Q3: 91,033 shares 91,033 $4.86M 0.01% +7,502 Timeline IJK 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: restricted; 2024Q4: 44,541 shares; 2025Q1: 42,589 shares; 2025Q2: 50,586 shares; 2025Q3: 50,756 shares 50,756 $4.85M 0.01% +170 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,879 shares; 2025Q1: 4,556 shares; 2025Q2: 12,485 shares; 2025Q3: 14,927 shares 14,927 $4.84M 0.01% +2,442 Timeline DES 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: restricted; 2024Q4: 160,778 shares; 2025Q1: 153,237 shares; 2025Q2: 152,742 shares; 2025Q3: 144,249 shares 144,249 $4.83M 0.01% -8,493 Timeline BILT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 184,568 shares 184,568 $4.83M 0.01% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,942 shares; 2025Q1: 64,323 shares; 2025Q2: 241,787 shares; 2025Q3: 247,391 shares 247,391 $4.82M 0.01% +5,604 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 342,067 shares; 2025Q2: 356,897 shares; 2025Q3: 377,630 shares 377,630 $4.82M 0.01% +20,733 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,235 shares; 2025Q1: 45,449 shares; 2025Q2: 48,547 shares; 2025Q3: 62,487 shares 62,487 $4.82M 0.01% +13,940 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,424 shares; 2025Q1: 159,533 shares; 2025Q2: 246,224 shares; 2025Q3: 198,316 shares 198,316 $4.82M 0.01% -47,908 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 129,825 shares; 2025Q1: 151,216 shares; 2025Q2: 160,191 shares; 2025Q3: 167,602 shares 167,602 $4.81M 0.01% +7,411 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,358 shares; 2025Q1: 47,186 shares; 2025Q2: 59,222 shares; 2025Q3: 135,323 shares 135,323 $4.79M 0.01% +76,101 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,184 shares; 2025Q1: 29,013 shares; 2025Q2: 35,655 shares; 2025Q3: 36,717 shares 36,717 $4.79M 0.01% +1,062 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 173,812 shares; 2025Q1: 172,920 shares; 2025Q2: 199,482 shares; 2025Q3: 194,432 shares 194,432 $4.79M 0.01% -5,050 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: restricted; 2024Q4: 275,627 shares; 2025Q1: 268,923 shares; 2025Q2: 252,986 shares; 2025Q3: 230,999 shares 230,999 $4.78M 0.01% -21,987 DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,280 shares; 2025Q3: 150,479 shares 150,479 $4.78M 0.01% +199 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,408 shares; 2025Q1: 7,782 shares; 2025Q2: 45,887 shares; 2025Q3: 54,286 shares 54,286 $4.76M 0.01% +8,399 Timeline FTLS 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: restricted; 2024Q4: 61,775 shares; 2025Q1: 67,930 shares; 2025Q2: 67,518 shares; 2025Q3: 67,925 shares 67,925 $4.74M 0.01% +407 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 142,198 shares; 2025Q1: 135,546 shares; 2025Q2: 134,937 shares; 2025Q3: 124,739 shares 124,739 $4.73M 0.01% -10,198 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,353 shares; 2025Q1: 17,261 shares; 2025Q2: 47,268 shares; 2025Q3: 47,760 shares 47,760 $4.73M 0.01% +492 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: restricted; 2024Q4: 146,629 shares; 2025Q1: 126,368 shares; 2025Q2: 107,470 shares; 2025Q3: 103,775 shares 103,775 $4.72M 0.01% -3,695 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,744 shares; 2025Q1: 21,941 shares; 2025Q2: 134,480 shares; 2025Q3: 146,452 shares 146,452 $4.72M 0.01% +11,972 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: restricted; 2024Q4: 4,932 shares; 2025Q1: 4,977 shares; 2025Q2: 4,073 shares; 2025Q3: 3,674 shares 3,674 $4.72M 0.01% -399 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: restricted; 2024Q4: 3,654 shares; 2025Q1: 5,159 shares; 2025Q2: 6,811 shares; 2025Q3: 7,457 shares 7,457 $4.69M 0.01% +646 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114,732 shares; 2025Q1: 114,239 shares; 2025Q2: 116,963 shares; 2025Q3: 113,970 shares 113,970 $4.69M 0.01% -2,993 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 62,050 shares; 2025Q2: 83,792 shares; 2025Q3: 165,737 shares 165,737 $4.68M 0.01% +81,945 Timeline IGM 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: restricted; 2024Q4: 46,676 shares; 2025Q1: 37,620 shares; 2025Q2: 25,154 shares; 2025Q3: 36,675 shares 36,675 $4.67M 0.01% +11,521 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,115 shares; 2025Q1: 142,505 shares; 2025Q2: 169,778 shares; 2025Q3: 173,147 shares 173,147 $4.65M 0.01% +3,369 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: restricted; 2024Q4: 118,727 shares; 2025Q1: 191,807 shares; 2025Q2: 137,890 shares; 2025Q3: 150,420 shares 150,420 $4.63M 0.01% +12,530 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: restricted; 2024Q4: 5,300 shares; 2025Q1: 5,498 shares; 2025Q2: 10,988 shares; 2025Q3: 11,111 shares 11,111 $4.59M 0.01% +123 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: restricted; 2024Q4: 2,178 shares; 2025Q1: 3,811 shares; 2025Q2: 17,259 shares; 2025Q3: 19,382 shares 19,382 $4.58M 0.01% +2,123 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: restricted; 2024Q4: 20,938 shares; 2025Q1: 22,799 shares; 2025Q2: 33,071 shares; 2025Q3: 33,706 shares 33,706 $4.57M 0.01% +635 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,842 shares; 2025Q1: 110,036 shares; 2025Q2: 119,011 shares; 2025Q3: 115,167 shares 115,167 $4.56M 0.01% -3,844 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,637 shares; 2025Q1: 49,930 shares; 2025Q2: 35,444 shares; 2025Q3: 124,102 shares 124,102 $4.56M 0.01% +88,658 Timeline SLQD 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: restricted; 2024Q4: 48,238 shares; 2025Q1: 51,194 shares; 2025Q2: 65,546 shares; 2025Q3: 89,796 shares 89,796 $4.55M 0.01% +24,250 Timeline DUSB 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: restricted; 2024Q4: 65,639 shares; 2025Q1: 68,662 shares; 2025Q2: 69,114 shares; 2025Q3: 89,433 shares 89,433 $4.54M 0.01% +20,319 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163,282 shares; 2025Q1: 182,007 shares; 2025Q2: 182,832 shares; 2025Q3: 181,383 shares 181,383 $4.52M 0.01% -1,449 Timeline FNDE 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: restricted; 2024Q4: 112,135 shares; 2025Q1: 104,924 shares; 2025Q2: 105,294 shares; 2025Q3: 124,947 shares 124,947 $4.51M 0.01% +19,653 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: restricted; 2024Q4: not reported; 2025Q1: 146,551 shares; 2025Q2: 149,216 shares; 2025Q3: 173,880 shares 173,880 $4.51M 0.01% +24,664 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 126,933 shares; 2025Q1: 109,452 shares; 2025Q2: 164,778 shares; 2025Q3: 154,742 shares 154,742 $4.48M 0.01% -10,036 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,650 shares; 2025Q1: 101,643 shares; 2025Q2: 84,788 shares; 2025Q3: 70,928 shares 70,928 $4.48M 0.01% -13,860 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,651 shares; 2025Q1: 124,064 shares; 2025Q2: 126,281 shares; 2025Q3: 131,139 shares 131,139 $4.47M 0.01% +4,858 Timeline FXZ 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: restricted; 2024Q4: 5,543 shares; 2025Q1: 64,238 shares; 2025Q2: 69,771 shares; 2025Q3: 71,138 shares 71,138 $4.46M 0.01% +1,367 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: restricted; 2024Q4: 20,907 shares; 2025Q1: 27,511 shares; 2025Q2: 32,988 shares; 2025Q3: 31,198 shares 31,198 $4.45M 0.01% -1,790 Timeline