NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,059,923 shares; 2024Q4: 2,843,774 shares; 2025Q1: 2,725,232 shares; 2025Q2: 2,825,852 shares; 2025Q3: 2,897,567 shares 2,897,567 $541M 4.31% +71,715 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,163,767 shares; 2024Q4: 1,080,177 shares; 2025Q1: 1,069,480 shares; 2025Q2: 1,021,261 shares; 2025Q3: 1,026,852 shares 1,026,852 $532M 4.24% +5,591 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,418,170 shares; 2024Q4: 1,442,319 shares; 2025Q1: 1,482,799 shares; 2025Q2: 1,512,558 shares; 2025Q3: 1,596,292 shares 1,596,292 $406M 3.24% +83,734 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,326,172 shares; 2024Q4: 1,191,720 shares; 2025Q1: 1,222,042 shares; 2025Q2: 1,224,100 shares; 2025Q3: 1,227,047 shares 1,227,047 $387M 3.08% +2,947 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182,251 shares; 2024Q4: 1,221,901 shares; 2025Q1: 1,196,040 shares; 2025Q2: 1,555,800 shares; 2025Q3: 1,553,250 shares 1,553,250 $378M 3.01% -2,550 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,218 shares; 2024Q4: 329,944 shares; 2025Q1: 336,842 shares; 2025Q2: 338,128 shares; 2025Q3: 472,926 shares 472,926 $347M 2.77% +134,798 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,029,954 shares; 2024Q4: 1,056,763 shares; 2025Q1: 1,081,659 shares; 2025Q2: 1,090,461 shares; 2025Q3: 1,086,827 shares 1,086,827 $239M 1.9% -3,634 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 989,828 shares; 2024Q4: 571,678 shares; 2025Q1: 701,338 shares; 2025Q2: 706,853 shares; 2025Q3: 705,049 shares 705,049 $233M 1.85% -1,804 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,194,630 shares; 2024Q4: 1,965,196 shares; 2025Q1: 2,019,684 shares; 2025Q2: 2,026,684 shares; 2025Q3: 2,055,849 shares 2,055,849 $212M 1.69% +29,165 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,062 shares; 2024Q4: 499,862 shares; 2025Q1: 509,483 shares; 2025Q2: 507,834 shares; 2025Q3: 515,079 shares 515,079 $209M 1.66% +7,245 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449,078 shares; 2024Q4: 416,326 shares; 2025Q1: 421,139 shares; 2025Q2: 424,071 shares; 2025Q3: 422,182 shares 422,182 $201M 1.6% -1,889 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340,451 shares; 2024Q4: 1,201,011 shares; 2025Q1: 1,225,282 shares; 2025Q2: 1,210,689 shares; 2025Q3: 1,224,030 shares 1,224,030 $188M 1.5% +13,341 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 853,207 shares; 2024Q4: 756,861 shares; 2025Q1: 815,053 shares; 2025Q2: 819,799 shares; 2025Q3: 787,774 shares 787,774 $182M 1.45% -32,025 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 956,443 shares; 2024Q4: 827,576 shares; 2025Q1: 871,393 shares; 2025Q2: 878,258 shares; 2025Q3: 887,164 shares 887,164 $164M 1.31% +8,906 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,433,977 shares; 2024Q4: 1,412,638 shares; 2025Q1: 1,440,550 shares; 2025Q2: 1,454,320 shares; 2025Q3: 1,450,134 shares 1,450,134 $164M 1.3% -4,186 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 137,919 shares; 2025Q1: 139,673 shares; 2025Q2: 144,418 shares; 2025Q3: 140,200 shares 140,200 $163M 1.3% -4,218 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,958,913 shares; 2024Q4: 2,048,300 shares; 2025Q1: 2,227,771 shares; 2025Q2: 2,349,383 shares; 2025Q3: 2,343,396 shares 2,343,396 $160M 1.28% -5,987 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 224,677 shares; 2024Q4: 203,335 shares; 2025Q1: 206,585 shares; 2025Q2: 208,558 shares; 2025Q3: 209,034 shares 209,034 $158M 1.26% +476 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829,902 shares; 2024Q4: 1,648,559 shares; 2025Q1: 1,680,379 shares; 2025Q2: 1,690,837 shares; 2025Q3: 1,711,386 shares 1,711,386 $141M 1.12% +20,549 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883,408 shares; 2024Q4: 799,036 shares; 2025Q1: 810,668 shares; 2025Q2: 816,052 shares; 2025Q3: 818,425 shares 818,425 $133M 1.06% +2,373 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,323 shares; 2024Q4: 105,807 shares; 2025Q1: 108,388 shares; 2025Q2: 108,957 shares; 2025Q3: 106,731 shares 106,731 $128M 1.02% -2,226 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 283,460 shares; 2024Q4: 271,243 shares; 2025Q1: 271,779 shares; 2025Q2: 274,582 shares; 2025Q3: 287,570 shares 287,570 $128M 1.02% +12,988 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,361,469 shares; 2024Q4: 1,192,411 shares; 2025Q1: 1,241,710 shares; 2025Q2: 1,274,610 shares; 2025Q3: 1,256,601 shares 1,256,601 $119M 0.95% -18,009 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,251,321 shares; 2024Q4: 2,186,580 shares; 2025Q1: 2,223,151 shares; 2025Q2: 2,239,401 shares; 2025Q3: 2,241,869 shares 2,241,869 $116M 0.92% +2,468 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 399,553 shares; 2024Q4: 361,290 shares; 2025Q1: 365,880 shares; 2025Q2: 368,606 shares; 2025Q3: 369,883 shares 369,883 $104M 0.83% +1,277 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,196 shares; 2024Q4: 323,214 shares; 2025Q1: 328,356 shares; 2025Q2: 330,220 shares; 2025Q3: 335,375 shares 335,375 $102M 0.81% +5,155 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,643 shares; 2024Q4: 283,874 shares; 2025Q1: 290,918 shares; 2025Q2: 292,374 shares; 2025Q3: 294,411 shares 294,411 $100M 0.8% +2,037 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427,004 shares; 2024Q4: 1,284,501 shares; 2025Q1: 1,300,702 shares; 2025Q2: 1,312,546 shares; 2025Q3: 1,058,122 shares 1,058,122 $100M 0.8% -254,424 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 870,982 shares; 2024Q4: 846,182 shares; 2025Q1: 857,862 shares; 2025Q2: 873,199 shares; 2025Q3: 868,546 shares 868,546 $94.6M 0.75% -4,653 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: 146,806 shares; 2024Q4: 133,782 shares; 2025Q1: 137,456 shares; 2025Q2: 142,513 shares; 2025Q3: 142,574 shares 142,574 $92.6M 0.74% +61 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207,024 shares; 2024Q4: 1,959,630 shares; 2025Q1: 2,026,806 shares; 2025Q2: 2,080,894 shares; 2025Q3: 2,096,985 shares 2,096,985 $92.2M 0.73% +16,091 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 542,525 shares; 2024Q4: 488,589 shares; 2025Q1: 295,661 shares; 2025Q2: 299,068 shares; 2025Q3: 296,878 shares 296,878 $92M 0.73% -2,190 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: 921,726 shares; 2024Q4: 837,108 shares; 2025Q1: 850,023 shares; 2025Q2: 859,711 shares; 2025Q3: 864,706 shares 864,706 $89.7M 0.71% +4,995 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 681,505 shares; 2024Q4: 593,304 shares; 2025Q1: 613,712 shares; 2025Q2: 616,184 shares; 2025Q3: 631,628 shares 631,628 $88.7M 0.71% +15,444 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,631 shares; 2024Q4: 984,104 shares; 2025Q1: 1,043,489 shares; 2025Q2: 1,047,500 shares; 2025Q3: 1,054,462 shares 1,054,462 $88.4M 0.7% +6,962 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 781,749 shares; 2024Q4: 748,446 shares; 2025Q1: 767,526 shares; 2025Q2: 775,752 shares; 2025Q3: 778,866 shares 778,866 $87.6M 0.7% +3,114 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,911 shares; 2025Q3: 389,546 shares 389,546 $87.5M 0.7% +295,635 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,955 shares; 2024Q4: 104,811 shares; 2025Q1: 108,684 shares; 2025Q2: 109,454 shares; 2025Q3: 113,698 shares 113,698 $86.8M 0.69% +4,244 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,191,718 shares; 2024Q4: 974,458 shares; 2025Q1: 1,014,312 shares; 2025Q2: 1,013,163 shares; 2025Q3: 1,028,720 shares 1,028,720 $86.3M 0.69% +15,557 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,210,327 shares; 2024Q4: 2,915,768 shares; 2025Q1: 2,933,114 shares; 2025Q2: 2,966,383 shares; 2025Q3: 2,978,283 shares 2,978,283 $84.3M 0.67% +11,900 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,226,702 shares; 2024Q4: 1,208,565 shares; 2025Q1: 1,228,208 shares; 2025Q2: 1,261,838 shares; 2025Q3: 1,257,493 shares 1,257,493 $83.4M 0.66% -4,345 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 432,606 shares; 2024Q4: 388,486 shares; 2025Q1: 395,837 shares; 2025Q2: 399,642 shares; 2025Q3: 407,789 shares 407,789 $81.9M 0.65% +8,147 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 592,257 shares; 2024Q4: 540,978 shares; 2025Q1: 550,689 shares; 2025Q2: 619,627 shares; 2025Q3: 488,207 shares 488,207 $81.2M 0.65% -131,420 Timeline AGG 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: 772,620 shares; 2024Q4: 707,118 shares; 2025Q1: 779,962 shares; 2025Q2: 761,767 shares; 2025Q3: 761,200 shares 761,200 $76.3M 0.61% -567 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629,532 shares; 2024Q4: 590,808 shares; 2025Q1: 257,186 shares; 2025Q2: 254,190 shares; 2025Q3: 266,411 shares 266,411 $74.9M 0.6% +12,221 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,068 shares; 2024Q4: 213,396 shares; 2025Q1: 223,623 shares; 2025Q2: 124,249 shares; 2025Q3: 211,123 shares 211,123 $72.9M 0.58% +86,874 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140,620 shares; 2024Q4: 2,857,156 shares; 2025Q1: 2,702,947 shares; 2025Q2: 2,931,574 shares; 2025Q3: 2,569,892 shares 2,569,892 $72.6M 0.58% -361,682 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: 1,737,866 shares; 2024Q4: 1,577,403 shares; 2025Q1: 1,601,304 shares; 2025Q2: 1,615,228 shares; 2025Q3: 1,619,164 shares 1,619,164 $72.1M 0.57% +3,936 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,571,527 shares; 2024Q4: 1,421,862 shares; 2025Q1: 1,453,297 shares; 2025Q2: 1,466,785 shares; 2025Q3: 1,474,103 shares 1,474,103 $71.2M 0.57% +7,318 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,389,138 shares; 2024Q4: 2,436,120 shares; 2025Q1: 2,642,202 shares; 2025Q2: 2,657,627 shares; 2025Q3: 2,699,064 shares 2,699,064 $68.8M 0.55% +41,437 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,950 shares; 2024Q4: 196,418 shares; 2025Q1: 202,100 shares; 2025Q2: 198,600 shares; 2025Q3: 200,309 shares 200,309 $66.5M 0.53% +1,709 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,375 shares; 2024Q4: 1,951 shares; 2025Q1: 151,963 shares; 2025Q2: 152,003 shares; 2025Q3: 153,309 shares 153,309 $64.8M 0.52% +1,306 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,308 shares; 2024Q4: 93,064 shares; 2025Q1: 96,742 shares; 2025Q2: 426,614 shares; 2025Q3: 518,951 shares 518,951 $64.2M 0.51% +92,337 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600,676 shares; 2024Q4: 537,785 shares; 2025Q1: 548,364 shares; 2025Q2: 552,883 shares; 2025Q3: 477,169 shares 477,169 $63.9M 0.51% -75,714 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,859 shares; 2024Q4: 1,706,732 shares; 2025Q1: 1,737,794 shares; 2025Q2: 1,753,751 shares; 2025Q3: 1,755,664 shares 1,755,664 $62.3M 0.5% +1,913 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 191,884 shares; 2025Q1: 202,447 shares; 2025Q2: 204,160 shares; 2025Q3: 206,088 shares 206,088 $61.9M 0.49% +1,928 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900,261 shares; 2024Q4: 884,890 shares; 2025Q1: 898,465 shares; 2025Q2: 911,840 shares; 2025Q3: 916,503 shares 916,503 $60.5M 0.48% +4,663 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: 483,478 shares; 2024Q4: 476,488 shares; 2025Q1: 512,632 shares; 2025Q2: 512,426 shares; 2025Q3: 523,706 shares 523,706 $60M 0.48% +11,280 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: 751,655 shares; 2024Q4: 685,373 shares; 2025Q1: 693,308 shares; 2025Q2: 699,390 shares; 2025Q3: 698,414 shares 698,414 $58.3M 0.46% -976 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,222 shares; 2025Q1: 120,785 shares; 2025Q2: 120,890 shares; 2025Q3: 121,748 shares 121,748 $55.7M 0.44% +858 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,519 shares; 2024Q4: 394,643 shares; 2025Q1: 406,879 shares; 2025Q2: 408,795 shares; 2025Q3: 416,438 shares 416,438 $55.5M 0.44% +7,643 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,010 shares; 2024Q4: 102,088 shares; 2025Q1: 108,607 shares; 2025Q2: 223,077 shares; 2025Q3: 223,974 shares 223,974 $55.2M 0.44% +897 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,805 shares; 2024Q4: 134,687 shares; 2025Q1: 109,294 shares; 2025Q2: 110,128 shares; 2025Q3: 110,258 shares 110,258 $55M 0.44% +130 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,990 shares; 2024Q4: 535,447 shares; 2025Q1: 560,400 shares; 2025Q2: 564,908 shares; 2025Q3: 566,111 shares 566,111 $53.9M 0.43% +1,203 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,536 shares; 2024Q4: 383,674 shares; 2025Q1: 463,195 shares; 2025Q2: 369,823 shares; 2025Q3: 294,930 shares 294,930 $53.8M 0.43% -74,893 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,049 shares; 2024Q4: 243,183 shares; 2025Q1: 254,674 shares; 2025Q2: 256,662 shares; 2025Q3: 257,991 shares 257,991 $53M 0.42% +1,329 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 512,824 shares; 2024Q4: 501,088 shares; 2025Q1: 508,399 shares; 2025Q2: 515,256 shares; 2025Q3: 514,711 shares 514,711 $52.2M 0.42% -545 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 439,344 shares; 2025Q1: 444,551 shares; 2025Q2: 358,547 shares; 2025Q3: 349,204 shares 349,204 $50.9M 0.41% -9,343 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 278,044 shares; 2024Q4: 247,316 shares; 2025Q1: 271,421 shares; 2025Q2: 271,435 shares; 2025Q3: 271,300 shares 271,300 $50.8M 0.4% -135 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,358 shares; 2024Q4: 334,973 shares; 2025Q1: 444,773 shares; 2025Q2: 447,969 shares; 2025Q3: 453,585 shares 453,585 $50.3M 0.4% +5,616 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: 184,956 shares; 2024Q4: 168,228 shares; 2025Q1: 162,816 shares; 2025Q2: 164,006 shares; 2025Q3: 164,646 shares 164,646 $50.3M 0.4% +640 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,700 shares; 2024Q4: 239,360 shares; 2025Q1: 246,469 shares; 2025Q2: 314,110 shares; 2025Q3: 333,948 shares 333,948 $48.3M 0.38% +19,838 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: 108,711 shares; 2024Q4: 93,245 shares; 2025Q1: 101,002 shares; 2025Q2: 100,839 shares; 2025Q3: 68,195 shares 68,195 $47.6M 0.38% -32,644 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,625 shares; 2024Q4: 284,543 shares; 2025Q1: 292,694 shares; 2025Q2: 291,862 shares; 2025Q3: 293,048 shares 293,048 $45.5M 0.36% +1,186 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 775 shares; 2025Q1: 807 shares; 2025Q2: 156,343 shares; 2025Q3: 157,252 shares 157,252 $45.3M 0.36% +909 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,349 shares; 2024Q4: 388,274 shares; 2025Q1: 217,333 shares; 2025Q2: 217,420 shares; 2025Q3: 216,361 shares 216,361 $44.3M 0.35% -1,059 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: 132,838 shares; 2024Q4: 124,828 shares; 2025Q1: 191,960 shares; 2025Q2: 272,545 shares; 2025Q3: 276,361 shares 276,361 $43.4M 0.35% +3,816 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: 337,152 shares; 2024Q4: 344,343 shares; 2025Q1: 349,463 shares; 2025Q2: 352,694 shares; 2025Q3: 353,642 shares 353,642 $43.3M 0.34% +948 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,571 shares; 2024Q4: 141,930 shares; 2025Q1: 142,624 shares; 2025Q2: 143,920 shares; 2025Q3: 144,754 shares 144,754 $42.5M 0.34% +834 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,319 shares; 2024Q4: 187,687 shares; 2025Q1: 194,109 shares; 2025Q2: 194,956 shares; 2025Q3: 205,584 shares 205,584 $41.4M 0.33% +10,628 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,401 shares; 2024Q4: 177,322 shares; 2025Q1: 182,972 shares; 2025Q2: 184,152 shares; 2025Q3: 180,243 shares 180,243 $41.4M 0.33% -3,909 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,307,335 shares; 2024Q4: 1,220,968 shares; 2025Q1: 1,287,323 shares; 2025Q2: 1,288,965 shares; 2025Q3: 1,285,745 shares 1,285,745 $40.4M 0.32% -3,220 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 613,806 shares; 2024Q4: 514,898 shares; 2025Q1: 562,397 shares; 2025Q2: 569,650 shares; 2025Q3: 571,938 shares 571,938 $38.6M 0.31% +2,288 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,432 shares; 2024Q4: 150,004 shares; 2025Q1: 150,736 shares; 2025Q2: 150,257 shares; 2025Q3: 158,322 shares 158,322 $37.9M 0.3% +8,065 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340,171 shares 340,171 $37.7M 0.3% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,754 shares; 2024Q4: 168,910 shares; 2025Q1: 174,170 shares; 2025Q2: 168,363 shares; 2025Q3: 191,554 shares 191,554 $37.6M 0.3% +23,191 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: 480,420 shares; 2024Q4: 453,635 shares; 2025Q1: 479,745 shares; 2025Q2: 481,404 shares; 2025Q3: 482,388 shares 482,388 $37.6M 0.3% +984 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,336 shares; 2024Q4: 38,633 shares; 2025Q1: 39,210 shares; 2025Q2: 39,769 shares; 2025Q3: 39,928 shares 39,928 $37M 0.29% +159 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: 94,732 shares; 2024Q4: 101,123 shares; 2025Q1: 103,766 shares; 2025Q2: 103,796 shares; 2025Q3: 103,512 shares 103,512 $36.4M 0.29% -284 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: 78,457 shares; 2024Q4: 72,239 shares; 2025Q1: 74,320 shares; 2025Q2: 74,454 shares; 2025Q3: 73,939 shares 73,939 $36.3M 0.29% -515 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: 195,320 shares; 2024Q4: 192,024 shares; 2025Q1: 115,172 shares; 2025Q2: 105,184 shares; 2025Q3: 109,071 shares 109,071 $35.3M 0.28% +3,887 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,105 shares; 2024Q4: 333,744 shares; 2025Q1: 343,993 shares; 2025Q2: 342,790 shares; 2025Q3: 358,174 shares 358,174 $35.1M 0.28% +15,384 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,810 shares; 2024Q4: 221,753 shares; 2025Q1: 231,993 shares; 2025Q2: 233,232 shares; 2025Q3: 207,449 shares 207,449 $34.7M 0.28% -25,783 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,613 shares; 2024Q4: 546,709 shares; 2025Q1: 556,851 shares; 2025Q2: 566,403 shares; 2025Q3: 568,090 shares 568,090 $34.4M 0.27% +1,687 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,432 shares; 2024Q4: 137,075 shares; 2025Q1: 139,323 shares; 2025Q2: 138,783 shares; 2025Q3: 138,738 shares 138,738 $33.8M 0.27% -45 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: not reported; 2024Q4: 133,805 shares; 2025Q1: 138,394 shares; 2025Q2: 139,877 shares; 2025Q3: 140,644 shares 140,644 $33.5M 0.27% +767 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,992 shares; 2024Q4: 52,820 shares; 2025Q1: 94,951 shares; 2025Q2: 95,383 shares; 2025Q3: 96,136 shares 96,136 $32.8M 0.26% +753 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: 71,387 shares; 2024Q4: 63,027 shares; 2025Q1: 64,722 shares; 2025Q2: 64,798 shares; 2025Q3: 67,891 shares 67,891 $32.3M 0.26% +3,093 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,921 shares; 2025Q1: 37,802 shares; 2025Q2: 39,317 shares; 2025Q3: 40,570 shares 40,570 $32.3M 0.26% +1,253 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: 604,946 shares; 2024Q4: 589,106 shares; 2025Q1: 599,152 shares; 2025Q2: 603,242 shares; 2025Q3: 604,187 shares 604,187 $32.1M 0.26% +945 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 239,939 shares; 2024Q4: 214,665 shares; 2025Q1: 162,281 shares; 2025Q2: 162,701 shares; 2025Q3: 161,911 shares 161,911 $32.1M 0.26% -790 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,700 shares; 2024Q4: 107,121 shares; 2025Q1: 289,309 shares; 2025Q2: 287,452 shares; 2025Q3: 386,230 shares 386,230 $31.7M 0.25% +98,778 Timeline SHY 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: 359,137 shares; 2024Q4: 345,770 shares; 2025Q1: 363,177 shares; 2025Q2: 366,227 shares; 2025Q3: 373,119 shares 373,119 $31M 0.25% +6,892 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,845 shares; 2025Q1: 10,694 shares; 2025Q2: 228,497 shares; 2025Q3: 229,727 shares 229,727 $30.8M 0.25% +1,230 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 627,277 shares; 2024Q4: 599,711 shares; 2025Q1: 621,535 shares; 2025Q2: 624,256 shares; 2025Q3: 669,771 shares 669,771 $30.6M 0.24% +45,515 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 193,467 shares; 2025Q2: 190,370 shares; 2025Q3: 213,610 shares 213,610 $30.6M 0.24% +23,240 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: 174,170 shares; 2024Q4: 149,024 shares; 2025Q1: 150,116 shares; 2025Q2: 150,290 shares; 2025Q3: 155,155 shares 155,155 $29M 0.23% +4,865 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,506 shares; 2024Q4: 47,779 shares; 2025Q1: 48,858 shares; 2025Q2: 49,831 shares; 2025Q3: 51,293 shares 51,293 $29M 0.23% +1,462 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,830 shares; 2024Q4: 66,166 shares; 2025Q1: 41,187 shares; 2025Q2: 41,236 shares; 2025Q3: 42,250 shares 42,250 $28.9M 0.23% +1,014 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: 115,913 shares; 2024Q4: 100,989 shares; 2025Q1: 103,592 shares; 2025Q2: 103,717 shares; 2025Q3: 109,646 shares 109,646 $28.6M 0.23% +5,929 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: 314,348 shares; 2024Q4: 275,490 shares; 2025Q1: 291,886 shares; 2025Q2: 294,295 shares; 2025Q3: 294,239 shares 294,239 $28.4M 0.23% -56 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,027 shares; 2024Q4: 169,823 shares; 2025Q1: 92,249 shares; 2025Q2: 90,967 shares; 2025Q3: 173,968 shares 173,968 $28.1M 0.22% +83,001 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,390 shares; 2024Q4: 66,315 shares; 2025Q1: 60,359 shares; 2025Q2: 56,087 shares; 2025Q3: 41,040 shares 41,040 $27.3M 0.22% -15,047 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,748 shares; 2024Q4: 44,677 shares; 2025Q1: 44,973 shares; 2025Q2: 45,593 shares; 2025Q3: 46,695 shares 46,695 $26.6M 0.21% +1,102 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,269 shares; 2024Q4: 67,117 shares; 2025Q1: 68,821 shares; 2025Q2: 68,640 shares; 2025Q3: 71,679 shares 71,679 $26.5M 0.21% +3,039 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,818 shares; 2024Q4: 122,044 shares; 2025Q1: 123,125 shares; 2025Q2: 121,184 shares; 2025Q3: 129,588 shares 129,588 $26.4M 0.21% +8,404 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,619 shares; 2024Q4: 91,392 shares; 2025Q1: 94,533 shares; 2025Q2: 93,250 shares; 2025Q3: 93,231 shares 93,231 $26.3M 0.21% -19 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: 262,194 shares; 2024Q4: 215,356 shares; 2025Q1: 192,791 shares; 2025Q2: 191,098 shares; 2025Q3: 197,045 shares 197,045 $26M 0.21% +5,947 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: 334,079 shares; 2024Q4: 308,295 shares; 2025Q1: 318,842 shares; 2025Q2: 319,707 shares; 2025Q3: 338,745 shares 338,745 $26M 0.21% +19,038 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: not reported; 2024Q4: 67,646 shares; 2025Q1: 70,939 shares; 2025Q2: 94,094 shares; 2025Q3: 84,656 shares 84,656 $25.4M 0.2% -9,438 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: 22,419 shares; 2024Q4: 30,338 shares; 2025Q1: 33,220 shares; 2025Q2: 115,315 shares; 2025Q3: 129,999 shares 129,999 $24.6M 0.2% +14,684 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,664 shares; 2024Q4: 2,419 shares; 2025Q1: 77,654 shares; 2025Q2: 79,547 shares; 2025Q3: 81,014 shares 81,014 $24.4M 0.19% +1,467 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: 255,818 shares; 2024Q4: 239,594 shares; 2025Q1: 246,523 shares; 2025Q2: 246,951 shares; 2025Q3: 247,746 shares 247,746 $24.2M 0.19% +795 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: 87,703 shares; 2024Q4: 78,242 shares; 2025Q1: 81,046 shares; 2025Q2: 81,369 shares; 2025Q3: 83,687 shares 83,687 $24M 0.19% +2,318 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,513 shares; 2024Q4: 118,023 shares; 2025Q1: 121,537 shares; 2025Q2: 123,122 shares; 2025Q3: 129,589 shares 129,589 $23.8M 0.19% +6,467 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: 58,141 shares; 2024Q4: 50,422 shares; 2025Q1: 63,640 shares; 2025Q2: 63,191 shares; 2025Q3: 63,179 shares 63,179 $23M 0.18% -12 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,484 shares; 2024Q4: 52,653 shares; 2025Q1: 86,050 shares; 2025Q2: 54,316 shares; 2025Q3: 58,026 shares 58,026 $22.7M 0.18% +3,710 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: 522,197 shares; 2024Q4: 466,134 shares; 2025Q1: 477,783 shares; 2025Q2: 480,412 shares; 2025Q3: 483,110 shares 483,110 $22.5M 0.18% +2,698 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 437,691 shares; 2024Q4: 375,672 shares; 2025Q1: 386,591 shares; 2025Q2: 261,814 shares; 2025Q3: 268,096 shares 268,096 $22.5M 0.18% +6,282 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,106 shares; 2024Q4: 159,103 shares; 2025Q1: 169,290 shares; 2025Q2: 170,941 shares; 2025Q3: 169,770 shares 169,770 $22.3M 0.18% -1,171 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,918 shares; 2024Q4: 86,837 shares; 2025Q1: 133,368 shares; 2025Q2: 134,482 shares; 2025Q3: 90,928 shares 90,928 $21.6M 0.17% -43,554 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,386 shares; 2024Q4: 148,267 shares; 2025Q1: 161,270 shares; 2025Q2: 176,178 shares; 2025Q3: 152,898 shares 152,898 $21.3M 0.17% -23,280 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,733 shares; 2024Q4: 39,711 shares; 2025Q1: 41,435 shares; 2025Q2: 41,284 shares; 2025Q3: 43,651 shares 43,651 $21.2M 0.17% +2,367 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,177 shares; 2024Q4: 159,197 shares; 2025Q1: 163,015 shares; 2025Q2: 160,810 shares; 2025Q3: 165,882 shares 165,882 $20.7M 0.16% +5,072 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414,907 shares 414,907 $20.3M 0.16% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,720 shares; 2025Q1: 36,430 shares; 2025Q2: 61,472 shares; 2025Q3: 64,898 shares 64,898 $20.3M 0.16% +3,426 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: not reported; 2024Q4: 108,492 shares; 2025Q1: 112,724 shares; 2025Q2: 113,474 shares; 2025Q3: 228,385 shares 228,385 $20.2M 0.16% +114,911 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481,926 shares; 2025Q2: 482,856 shares; 2025Q3: 486,466 shares 486,466 $19.6M 0.16% +3,610 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: 1,341,137 shares; 2024Q4: 1,427,638 shares; 2025Q1: 1,478,783 shares; 2025Q2: 1,016,867 shares; 2025Q3: 1,016,040 shares 1,016,040 $19.5M 0.16% -827 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,631 shares; 2024Q4: 187,273 shares; 2025Q1: 118,524 shares; 2025Q2: 117,290 shares; 2025Q3: 124,987 shares 124,987 $18.9M 0.15% +7,697 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,577 shares; 2025Q3: 86,582 shares 86,582 $18.4M 0.15% +81,005 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,992 shares; 2024Q4: 171,622 shares; 2025Q1: 175,721 shares; 2025Q2: 176,742 shares; 2025Q3: 423,377 shares 423,377 $18.3M 0.15% +246,635 Timeline BIL 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: 181,900 shares; 2024Q4: 205,397 shares; 2025Q1: 212,011 shares; 2025Q2: 260,414 shares; 2025Q3: 198,898 shares 198,898 $18.2M 0.15% -61,516 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,658 shares 89,658 $17.6M 0.14% new Timeline LQD 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: 158,599 shares; 2024Q4: 138,647 shares; 2025Q1: 153,595 shares; 2025Q2: 154,104 shares; 2025Q3: 154,553 shares 154,553 $17.2M 0.14% +449 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: 123,752 shares; 2024Q4: 108,800 shares; 2025Q1: 112,708 shares; 2025Q2: 113,027 shares; 2025Q3: 119,379 shares 119,379 $16.7M 0.13% +6,352 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: not reported; 2024Q4: 174,801 shares; 2025Q1: 189,281 shares; 2025Q2: 184,240 shares; 2025Q3: 196,862 shares 196,862 $16.6M 0.13% +12,622 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,354 shares; 2024Q4: 147,728 shares; 2025Q1: 150,538 shares; 2025Q2: 177,673 shares; 2025Q3: 188,736 shares 188,736 $15.6M 0.12% +11,063 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,574 shares; 2024Q4: 252,117 shares; 2025Q1: 179,267 shares; 2025Q2: 180,815 shares; 2025Q3: 180,869 shares 180,869 $15.1M 0.12% +54 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,621 shares; 2024Q4: 66,381 shares; 2025Q1: 68,462 shares; 2025Q2: 68,491 shares; 2025Q3: 68,727 shares 68,727 $14.9M 0.12% +236 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,600 shares 65,600 $14.8M 0.12% new Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238,567 shares; 2025Q3: 240,011 shares 240,011 $14.7M 0.12% +1,444 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,684 shares 502,684 $14.5M 0.12% new Timeline IWD 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: 47,842 shares; 2024Q4: 240,880 shares; 2025Q1: 65,259 shares; 2025Q2: 86,478 shares; 2025Q3: 70,977 shares 70,977 $14.5M 0.12% -15,501 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,659 shares; 2024Q4: 99,241 shares; 2025Q1: 102,198 shares; 2025Q2: 101,441 shares; 2025Q3: 108,528 shares 108,528 $14.4M 0.11% +7,087 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,196 shares; 2024Q4: 29,591 shares; 2025Q1: 30,217 shares; 2025Q2: 30,247 shares; 2025Q3: 31,307 shares 31,307 $14M 0.11% +1,060 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,611 shares 90,611 $12.8M 0.1% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,020 shares; 2024Q4: 108,036 shares; 2025Q1: 110,973 shares; 2025Q2: 133,668 shares; 2025Q3: 135,380 shares 135,380 $12.6M 0.1% +1,712 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,739 shares; 2024Q4: 25,330 shares; 2025Q1: 26,105 shares; 2025Q2: 26,057 shares; 2025Q3: 24,892 shares 24,892 $12.5M 0.1% -1,165 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 119,107 shares 119,107 $11.9M 0.1% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,733 shares; 2024Q4: 10,464 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,875 shares 36,875 $11.9M 0.09% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 250,965 shares; 2025Q1: 260,050 shares; 2025Q2: 259,742 shares; 2025Q3: 258,748 shares 258,748 $11.7M 0.09% -994 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338,017 shares; 2024Q4: 286,984 shares; 2025Q1: 295,668 shares; 2025Q2: 294,231 shares; 2025Q3: 315,758 shares 315,758 $11.5M 0.09% +21,527 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,199 shares; 2024Q4: 146,814 shares; 2025Q1: 151,097 shares; 2025Q2: 150,687 shares; 2025Q3: 151,622 shares 151,622 $11.3M 0.09% +935 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 502,249 shares; 2025Q2: 523,445 shares; 2025Q3: 436,816 shares 436,816 $11.1M 0.09% -86,629 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: 8,650 shares; 2024Q4: 7,982 shares; 2025Q1: 7,910 shares; 2025Q2: 13,230 shares; 2025Q3: 13,011 shares 13,011 $10.7M 0.09% -219 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,621 shares; 2024Q4: 84,553 shares; 2025Q1: 81,768 shares; 2025Q2: 80,124 shares; 2025Q3: 79,497 shares 79,497 $10.7M 0.09% -627 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,024 shares; 2025Q2: 115,936 shares; 2025Q3: 124,813 shares 124,813 $10.6M 0.08% +8,877 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 9,662 shares; 2025Q1: 58,679 shares; 2025Q2: 59,795 shares; 2025Q3: 62,803 shares 62,803 $9.98M 0.08% +3,008 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,510 shares; 2024Q4: 13,131 shares; 2025Q1: 13,153 shares; 2025Q2: 13,262 shares; 2025Q3: 12,566 shares 12,566 $9.71M 0.08% -696 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116,689 shares 116,689 $9.69M 0.08% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,121 shares; 2024Q4: 13,196 shares; 2025Q1: 13,441 shares; 2025Q2: 13,280 shares; 2025Q3: 13,386 shares 13,386 $9.62M 0.08% +106 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 379,461 shares; 2025Q3: 407,098 shares 407,098 $9.47M 0.08% +27,637 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,792 shares; 2024Q4: not reported; 2025Q1: 109,166 shares; 2025Q2: 103,566 shares; 2025Q3: 102,437 shares 102,437 $9.46M 0.08% -1,129 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: 479,180 shares; 2024Q4: 477,206 shares; 2025Q1: 459,221 shares; 2025Q2: 446,357 shares; 2025Q3: 340,894 shares 340,894 $9.01M 0.07% -105,463 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: 113,928 shares; 2024Q4: 95,212 shares; 2025Q1: 98,910 shares; 2025Q2: 100,132 shares; 2025Q3: 18,130 shares 18,130 $8.95M 0.07% -82,002 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,500 shares; 2024Q4: 297,978 shares; 2025Q1: 302,077 shares; 2025Q2: 287,840 shares; 2025Q3: 262,647 shares 262,647 $8.76M 0.07% -25,193 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,376 shares; 2024Q4: 30,761 shares; 2025Q1: 28,529 shares; 2025Q2: 27,372 shares; 2025Q3: 26,558 shares 26,558 $8.74M 0.07% -814 Timeline VMBS 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: 185,703 shares; 2024Q4: 191,872 shares; 2025Q1: 202,133 shares; 2025Q2: 181,170 shares; 2025Q3: 183,580 shares 183,580 $8.62M 0.07% +2,410 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,978 shares; 2024Q4: 72,337 shares; 2025Q1: 73,237 shares; 2025Q2: 72,414 shares; 2025Q3: 104,077 shares 104,077 $8.55M 0.07% +31,663 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,064 shares; 2024Q4: 39,340 shares; 2025Q1: 234,311 shares; 2025Q2: 101,193 shares; 2025Q3: 92,588 shares 92,588 $8.49M 0.07% -8,605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438,299 shares 438,299 $8.49M 0.07% new 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: 36,809 shares; 2024Q4: 37,115 shares; 2025Q1: 37,229 shares; 2025Q2: 36,164 shares; 2025Q3: 35,568 shares 35,568 $8.18M 0.07% -596 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,056 shares; 2024Q4: 132,421 shares; 2025Q1: 131,654 shares; 2025Q2: 122,714 shares; 2025Q3: 126,379 shares 126,379 $8.01M 0.06% +3,665 Timeline IEFA 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: 228,874 shares; 2024Q4: 249,339 shares; 2025Q1: 256,874 shares; 2025Q2: 245,250 shares; 2025Q3: 91,022 shares 91,022 $7.95M 0.06% -154,228 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,600 shares; 2025Q1: 35,836 shares; 2025Q2: 35,902 shares; 2025Q3: 36,139 shares 36,139 $7.69M 0.06% +237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,805 shares; 2025Q3: 22,307 shares 22,307 $7.52M 0.06% +3,502 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 185,355 shares; 2024Q4: 238,359 shares; 2025Q1: 246,067 shares; 2025Q2: 257,563 shares; 2025Q3: 88,651 shares 88,651 $7.45M 0.06% -168,912 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,211 shares; 2025Q3: 31,192 shares 31,192 $7.44M 0.06% +4,981 Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 159,010 shares; 2025Q1: 175,583 shares; 2025Q2: 175,603 shares; 2025Q3: 181,583 shares 181,583 $7.43M 0.06% +5,980 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,104 shares; 2025Q2: not reported; 2025Q3: 32,147 shares 32,147 $7.39M 0.06% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,532 shares; 2024Q4: 153,452 shares; 2025Q1: 155,843 shares; 2025Q2: 139,929 shares; 2025Q3: 124,130 shares 124,130 $7.31M 0.06% -15,799 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,735 shares; 2025Q2: 119,227 shares; 2025Q3: 124,129 shares 124,129 $7.2M 0.06% +4,902 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,057 shares; 2024Q4: 235,697 shares; 2025Q1: 241,385 shares; 2025Q2: 228,418 shares; 2025Q3: 211,571 shares 211,571 $7.17M 0.06% -16,847 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,607 shares; 2025Q2: 56,742 shares; 2025Q3: 56,820 shares 56,820 $7.12M 0.06% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,337 shares 57,337 $7.02M 0.06% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 20,553 shares; 2025Q1: 20,008 shares; 2025Q2: 18,607 shares; 2025Q3: 19,449 shares 19,449 $6.91M 0.06% +842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,046 shares; 2025Q3: 118,282 shares 118,282 $6.8M 0.05% +16,236 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,928 shares; 2024Q4: 18,498 shares; 2025Q1: 18,892 shares; 2025Q2: 19,008 shares; 2025Q3: 19,037 shares 19,037 $6.56M 0.05% +29 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,998 shares; 2024Q4: 29,782 shares; 2025Q1: 27,888 shares; 2025Q2: 27,810 shares; 2025Q3: 27,563 shares 27,563 $6.48M 0.05% -247 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,104 shares; 2024Q4: 43,501 shares; 2025Q1: 45,013 shares; 2025Q2: 45,607 shares; 2025Q3: 9,621 shares 9,621 $6.36M 0.05% -35,986 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,519 shares; 2024Q4: 72,562 shares; 2025Q1: 63,940 shares; 2025Q2: 63,239 shares; 2025Q3: 79,080 shares 79,080 $6.34M 0.05% +15,841 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,217 shares; 2024Q4: 37,217 shares; 2025Q1: not reported; 2025Q2: 16,676 shares; 2025Q3: 16,796 shares 16,796 $6.34M 0.05% +120 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 318,817 shares; 2025Q2: 308,678 shares; 2025Q3: 307,588 shares 307,588 $6.22M 0.05% -1,090 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,712 shares; 2025Q1: not reported; 2025Q2: 91,418 shares; 2025Q3: 91,471 shares 91,471 $6.17M 0.05% +53 Timeline QIAGEN N.V. QIAGEN N.V. More: the full row for QIAGEN N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 134,465 shares; 2025Q3: 135,207 shares 135,207 $6M 0.05% +742 IJH 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: 142,229 shares; 2024Q4: 151,238 shares; 2025Q1: 150,302 shares; 2025Q2: 126,903 shares; 2025Q3: 85,812 shares 85,812 $5.6M 0.04% -41,091 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,164 shares; 2024Q4: 132,355 shares; 2025Q1: 134,231 shares; 2025Q2: 132,690 shares; 2025Q3: 132,496 shares 132,496 $5.59M 0.04% -194 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,587 shares; 2024Q4: 8,016 shares; 2025Q1: 9,639 shares; 2025Q2: 7,081 shares; 2025Q3: 9,192 shares 9,192 $5.52M 0.04% +2,111 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,862 shares; 2025Q1: 23,881 shares; 2025Q2: 24,157 shares; 2025Q3: 25,499 shares 25,499 $5.47M 0.04% +1,342 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: not reported; 2024Q4: 18,057 shares; 2025Q1: 34,053 shares; 2025Q2: 50,637 shares; 2025Q3: 37,502 shares 37,502 $5.46M 0.04% -13,135 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: not reported; 2024Q4: not reported; 2025Q1: 22,262 shares; 2025Q2: 11,931 shares; 2025Q3: 11,904 shares 11,904 $5.43M 0.04% -27 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,841 shares; 2024Q4: 81,082 shares; 2025Q1: 105,519 shares; 2025Q2: 105,731 shares; 2025Q3: 99,884 shares 99,884 $5.42M 0.04% -5,847 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168,995 shares; 2025Q1: 175,753 shares; 2025Q2: 177,171 shares; 2025Q3: 174,807 shares 174,807 $5.28M 0.04% -2,364 Timeline VCSH 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: 105,472 shares; 2024Q4: 74,343 shares; 2025Q1: 62,221 shares; 2025Q2: 67,619 shares; 2025Q3: 65,630 shares 65,630 $5.25M 0.04% -1,989 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 107,181 shares; 2025Q1: 85,692 shares; 2025Q2: 78,371 shares; 2025Q3: 57,748 shares 57,748 $5.16M 0.04% -20,623 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,868 shares; 2025Q3: 52,135 shares 52,135 $5.04M 0.04% +8,267 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,846 shares 48,846 $4.92M 0.04% new 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: 17,030 shares; 2024Q4: 17,343 shares; 2025Q1: 17,781 shares; 2025Q2: 17,818 shares; 2025Q3: 17,922 shares 17,922 $4.91M 0.04% +104 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,598 shares; 2025Q1: 101,929 shares; 2025Q2: 107,507 shares; 2025Q3: 108,923 shares 108,923 $4.87M 0.04% +1,416 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,168 shares; 2024Q4: 134,916 shares; 2025Q1: 168,138 shares; 2025Q2: 176,766 shares; 2025Q3: 199,449 shares 199,449 $4.87M 0.04% +22,683 Timeline IWF 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: 8,511 shares; 2024Q4: 22,925 shares; 2025Q1: 11,052 shares; 2025Q2: 9,801 shares; 2025Q3: 10,392 shares 10,392 $4.87M 0.04% +591 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: 10,585 shares; 2024Q4: 10,873 shares; 2025Q1: 11,084 shares; 2025Q2: 11,279 shares; 2025Q3: 11,274 shares 11,274 $4.85M 0.04% -5 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: 26,818 shares; 2024Q4: 35,865 shares; 2025Q1: 35,379 shares; 2025Q2: 36,295 shares; 2025Q3: 36,617 shares 36,617 $4.85M 0.04% +322 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: 12,168 shares; 2024Q4: 7,103 shares; 2025Q1: 6,578 shares; 2025Q2: 6,403 shares; 2025Q3: 9,425 shares 9,425 $4.85M 0.04% +3,022 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,712 shares; 2024Q4: 6,821 shares; 2025Q1: 5,920 shares; 2025Q2: 6,619 shares; 2025Q3: 7,127 shares 7,127 $4.77M 0.04% +508 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,690 shares; 2024Q4: 27,320 shares; 2025Q1: 33,983 shares; 2025Q2: 34,013 shares; 2025Q3: 23,937 shares 23,937 $4.69M 0.04% -10,076 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,255 shares; 2024Q4: 14,437 shares; 2025Q1: 15,843 shares; 2025Q2: 15,582 shares; 2025Q3: 16,683 shares 16,683 $4.66M 0.04% +1,101 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,392 shares; 2024Q4: 39,902 shares; 2025Q1: 33,453 shares; 2025Q2: 30,492 shares; 2025Q3: 30,881 shares 30,881 $4.6M 0.04% +389 Timeline EWU 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: 79,569 shares; 2024Q4: 93,541 shares; 2025Q1: 102,831 shares; 2025Q2: 107,579 shares; 2025Q3: 109,360 shares 109,360 $4.59M 0.04% +1,781 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: 20,127 shares; 2024Q4: 22,931 shares; 2025Q1: 22,623 shares; 2025Q2: 22,467 shares; 2025Q3: 22,594 shares 22,594 $4.59M 0.04% +127 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,701 shares; 2024Q4: 45,149 shares; 2025Q1: 55,528 shares; 2025Q2: 71,262 shares; 2025Q3: 72,846 shares 72,846 $4.48M 0.04% +1,584 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: 13,308 shares; 2024Q4: 17,325 shares; 2025Q1: 17,817 shares; 2025Q2: 18,095 shares; 2025Q3: 18,135 shares 18,135 $4.45M 0.04% +40 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: 61,847 shares; 2024Q4: 58,590 shares; 2025Q1: 56,614 shares; 2025Q2: 36,970 shares; 2025Q3: 36,859 shares 36,859 $4.37M 0.03% -111 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,635 shares; 2024Q4: 14,991 shares; 2025Q1: 15,414 shares; 2025Q2: 15,462 shares; 2025Q3: 15,490 shares 15,490 $4.3M 0.03% +28 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: 20,534 shares; 2024Q4: 21,238 shares; 2025Q1: 21,964 shares; 2025Q2: 22,465 shares; 2025Q3: 22,570 shares 22,570 $4.3M 0.03% +105 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,605 shares; 2024Q4: 10,119 shares; 2025Q1: 197,324 shares; 2025Q2: 195,276 shares; 2025Q3: 188,821 shares 188,821 $4.27M 0.03% -6,455 Timeline EWG 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: 48,824 shares; 2024Q4: 32,661 shares; 2025Q1: 67,423 shares; 2025Q2: 98,141 shares; 2025Q3: 102,041 shares 102,041 $4.25M 0.03% +3,900 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,759 shares; 2025Q2: 53,148 shares; 2025Q3: 57,027 shares 57,027 $4.22M 0.03% +3,879 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,956 shares; 2024Q4: 75,888 shares; 2025Q1: 78,114 shares; 2025Q2: 81,838 shares; 2025Q3: 82,878 shares 82,878 $4.19M 0.03% +1,040 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,464 shares; 2024Q4: 20,188 shares; 2025Q1: 20,803 shares; 2025Q2: 20,630 shares; 2025Q3: 20,781 shares 20,781 $4.17M 0.03% +151 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,101 shares 30,101 $4.13M 0.03% new Timeline GXC 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: 45,475 shares; 2024Q4: 42,041 shares; 2025Q1: 47,061 shares; 2025Q2: 44,254 shares; 2025Q3: 39,132 shares 39,132 $4.11M 0.03% -5,122 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,196 shares; 2025Q3: 98,592 shares 98,592 $4.1M 0.03% +5,396 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,407 shares; 2025Q1: 5,069 shares; 2025Q2: 5,068 shares; 2025Q3: 44,583 shares 44,583 $4.07M 0.03% +39,515 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,710 shares; 2025Q2: 177,771 shares; 2025Q3: 218,258 shares 218,258 $4.07M 0.03% +40,487 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,644 shares 15,644 $4.05M 0.03% new Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,788 shares 46,788 $3.96M 0.03% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 217,262 shares 217,262 $3.9M 0.03% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,409 shares; 2025Q2: 78,303 shares; 2025Q3: 80,841 shares 80,841 $3.89M 0.03% +2,538 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 197,736 shares; 2024Q4: not reported; 2025Q1: 283,081 shares; 2025Q2: 326,733 shares; 2025Q3: 341,420 shares 341,420 $3.89M 0.03% +14,687 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,764 shares; 2025Q3: 52,720 shares 52,720 $3.85M 0.03% -1,044 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,504 shares 102,504 $3.85M 0.03% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,922 shares 35,922 $3.85M 0.03% new 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: 14,771 shares; 2024Q4: 17,211 shares; 2025Q1: 14,534 shares; 2025Q2: 10,592 shares; 2025Q3: 156,052 shares 156,052 $3.83M 0.03% +145,460 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,440 shares; 2025Q2: 119,710 shares; 2025Q3: 127,518 shares 127,518 $3.77M 0.03% +7,808 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,268 shares; 2025Q1: 9,522 shares; 2025Q2: 10,473 shares; 2025Q3: 10,949 shares 10,949 $3.72M 0.03% +476 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,142 shares 53,142 $3.68M 0.03% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,845 shares; 2024Q4: 28,113 shares; 2025Q1: 29,861 shares; 2025Q2: 29,933 shares; 2025Q3: 29,913 shares 29,913 $3.67M 0.03% -20 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: 53,652 shares; 2024Q4: 55,625 shares; 2025Q1: 65,370 shares; 2025Q2: 66,083 shares; 2025Q3: 65,721 shares 65,721 $3.63M 0.03% -362 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,423 shares; 2025Q1: 128,088 shares; 2025Q2: 135,845 shares; 2025Q3: 128,231 shares 128,231 $3.63M 0.03% -7,614 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 126,700 shares; 2025Q2: 119,232 shares; 2025Q3: 116,060 shares 116,060 $3.56M 0.03% -3,172 Timeline MATV MATIV HOLDINGS INC More: the full row for MATIV HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 314,875 shares 314,875 $3.56M 0.03% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,107 shares; 2025Q1: 89,116 shares; 2025Q2: not reported; 2025Q3: 41,915 shares 41,915 $3.56M 0.03% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,429 shares; 2025Q2: 9,247 shares; 2025Q3: 10,292 shares 10,292 $3.55M 0.03% +1,045 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,607 shares; 2024Q4: 43,528 shares; 2025Q1: 45,498 shares; 2025Q2: 47,256 shares; 2025Q3: 49,336 shares 49,336 $3.52M 0.03% +2,080 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,181 shares; 2025Q2: 14,147 shares; 2025Q3: 14,113 shares 14,113 $3.48M 0.03% -34 Timeline VOO 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: 6,123 shares; 2024Q4: 6,566 shares; 2025Q1: 7,890 shares; 2025Q2: 7,270 shares; 2025Q3: 5,551 shares 5,551 $3.4M 0.03% -1,719 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,978 shares; 2025Q1: 55,916 shares; 2025Q2: 55,392 shares; 2025Q3: 55,084 shares 55,084 $3.39M 0.03% -308 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,317 shares 26,317 $3.33M 0.03% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,364 shares 16,364 $3.32M 0.03% new Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,158 shares; 2024Q4: 52,222 shares; 2025Q1: 62,196 shares; 2025Q2: 71,388 shares; 2025Q3: 80,749 shares 80,749 $3.27M 0.03% +9,361 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,675 shares; 2024Q4: 13,557 shares; 2025Q1: 12,956 shares; 2025Q2: 13,357 shares; 2025Q3: 13,180 shares 13,180 $3.24M 0.03% -177 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,893 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,540 shares 48,540 $3.12M 0.02% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,240 shares; 2025Q1: 142,610 shares; 2025Q2: 164,742 shares; 2025Q3: 165,988 shares 165,988 $3.11M 0.02% +1,246 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,456 shares; 2024Q4: 30,153 shares; 2025Q1: 31,982 shares; 2025Q2: 31,248 shares; 2025Q3: 32,599 shares 32,599 $3.09M 0.02% +1,351 Timeline SCHX 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: 51,256 shares; 2024Q4: 160,529 shares; 2025Q1: 154,356 shares; 2025Q2: 153,721 shares; 2025Q3: 117,204 shares 117,204 $3.09M 0.02% -36,517 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,382 shares 42,382 $3.07M 0.02% new Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,515 shares; 2025Q1: 189,751 shares; 2025Q2: 185,388 shares; 2025Q3: 194,972 shares 194,972 $3.06M 0.02% +9,584 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,234 shares; 2025Q3: 28,789 shares 28,789 $3.06M 0.02% -445 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: 32,995 shares; 2024Q4: 33,827 shares; 2025Q1: 34,796 shares; 2025Q2: 33,586 shares; 2025Q3: 33,561 shares 33,561 $3.05M 0.02% -25 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: 7,108 shares; 2024Q4: 35,609 shares; 2025Q1: 8,090 shares; 2025Q2: 7,845 shares; 2025Q3: 8,013 shares 8,013 $3.04M 0.02% +168 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 545,693 shares; 2024Q4: 465,400 shares; 2025Q1: not reported; 2025Q2: 91,350 shares; 2025Q3: 90,803 shares 90,803 $3.03M 0.02% -547 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,259 shares 25,259 $3.03M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,405 shares 20,405 $3.01M 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,064 shares 25,064 $3.01M 0.02% new Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,897 shares; 2025Q3: 35,477 shares 35,477 $3M 0.02% +580 Timeline IIIN INSTEEL INDS INC More: the full row for INSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,448 shares; 2025Q2: 74,325 shares; 2025Q3: 77,078 shares 77,078 $2.96M 0.02% +2,753 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,610 shares; 2024Q4: 21,382 shares; 2025Q1: 21,754 shares; 2025Q2: 23,388 shares; 2025Q3: 23,740 shares 23,740 $2.94M 0.02% +352 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,180 shares 27,180 $2.92M 0.02% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,051 shares; 2025Q1: 15,999 shares; 2025Q2: 23,942 shares; 2025Q3: 25,892 shares 25,892 $2.82M 0.02% +1,950 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 3,869 shares; 2025Q1: 3,865 shares; 2025Q2: 12,816 shares; 2025Q3: 15,003 shares 15,003 $2.8M 0.02% +2,187 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,552 shares; 2025Q3: 76,990 shares 76,990 $2.75M 0.02% +13,438 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,848 shares; 2024Q4: 9,221 shares; 2025Q1: 56,961 shares; 2025Q2: 54,586 shares; 2025Q3: 54,858 shares 54,858 $2.72M 0.02% +272 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,282 shares; 2025Q3: 16,699 shares 16,699 $2.71M 0.02% +1,417 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 189,819 shares; 2024Q4: 182,188 shares; 2025Q1: 215,144 shares; 2025Q2: 210,250 shares; 2025Q3: 222,830 shares 222,830 $2.7M 0.02% +12,580 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,061 shares; 2025Q1: 83,304 shares; 2025Q2: 82,722 shares; 2025Q3: 83,070 shares 83,070 $2.65M 0.02% +348 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,294 shares; 2025Q1: not reported; 2025Q2: 29,234 shares; 2025Q3: 60,684 shares 60,684 $2.63M 0.02% +31,450 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,744 shares; 2025Q2: 2,339 shares; 2025Q3: 26,035 shares 26,035 $2.63M 0.02% +23,696 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,828 shares; 2025Q2: 45,331 shares; 2025Q3: 49,577 shares 49,577 $2.62M 0.02% +4,246 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,673 shares 25,673 $2.6M 0.02% new Timeline VONG 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: 9,350 shares; 2024Q4: 23,686 shares; 2025Q1: 34,523 shares; 2025Q2: 25,996 shares; 2025Q3: 21,453 shares 21,453 $2.58M 0.02% -4,543 Timeline EWQ 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: 56,830 shares; 2024Q4: 51,987 shares; 2025Q1: 53,895 shares; 2025Q2: 57,278 shares; 2025Q3: 57,485 shares 57,485 $2.53M 0.02% +207 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,750 shares; 2024Q4: 41,199 shares; 2025Q1: 31,249 shares; 2025Q2: 26,837 shares; 2025Q3: 21,153 shares 21,153 $2.51M 0.02% -5,684 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,253 shares; 2025Q3: 76,173 shares 76,173 $2.48M 0.02% +920 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,794 shares; 2024Q4: 25,300 shares; 2025Q1: 48,645 shares; 2025Q2: 133,787 shares; 2025Q3: 142,056 shares 142,056 $2.46M 0.02% +8,269 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 7,924 shares; 2025Q1: 9,148 shares; 2025Q2: 7,683 shares; 2025Q3: 8,689 shares 8,689 $2.43M 0.02% +1,006 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,626 shares; 2024Q4: 39,396 shares; 2025Q1: 40,908 shares; 2025Q2: 40,812 shares; 2025Q3: 41,078 shares 41,078 $2.36M 0.02% +266 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: 22,424 shares; 2024Q4: 23,210 shares; 2025Q1: 24,211 shares; 2025Q2: 24,512 shares; 2025Q3: 24,655 shares 24,655 $2.34M 0.02% +143 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,605 shares; 2024Q4: 42,641 shares; 2025Q1: 42,327 shares; 2025Q2: 41,807 shares; 2025Q3: 43,461 shares 43,461 $2.3M 0.02% +1,654 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,550 shares; 2024Q4: 92,603 shares; 2025Q1: 91,628 shares; 2025Q2: 51,922 shares; 2025Q3: 48,635 shares 48,635 $2.28M 0.02% -3,287 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,327 shares 52,327 $2.26M 0.02% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,695 shares; 2025Q3: 21,841 shares 21,841 $2.2M 0.02% +19,146 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,243 shares; 2024Q4: 127,068 shares; 2025Q1: not reported; 2025Q2: 102,435 shares; 2025Q3: 115,118 shares 115,118 $2.18M 0.02% +12,683 Timeline EWT 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: 39,702 shares; 2024Q4: 26,841 shares; 2025Q1: 31,389 shares; 2025Q2: 35,639 shares; 2025Q3: 34,079 shares 34,079 $2.17M 0.02% -1,560 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,070 shares; 2025Q2: not reported; 2025Q3: 30,008 shares 30,008 $2.14M 0.02% new Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,686 shares 32,686 $2.12M 0.02% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,066 shares 30,066 $2.11M 0.02% new Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,628 shares 9,628 $2.11M 0.02% new Timeline ICSH 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: 50,900 shares; 2024Q4: 50,204 shares; 2025Q1: 49,817 shares; 2025Q2: 43,879 shares; 2025Q3: 41,510 shares 41,510 $2.11M 0.02% -2,369 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,058 shares; 2025Q3: 47,608 shares 47,608 $2.1M 0.02% +2,550 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,742 shares; 2025Q1: 38,948 shares; 2025Q2: 38,353 shares; 2025Q3: 41,191 shares 41,191 $2.09M 0.02% +2,838 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: 122,716 shares; 2024Q4: 118,585 shares; 2025Q1: 114,953 shares; 2025Q2: 61,569 shares; 2025Q3: 44,529 shares 44,529 $2.06M 0.02% -17,040 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,207 shares 42,207 $2.03M 0.02% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,270 shares; 2024Q4: 42,948 shares; 2025Q1: not reported; 2025Q2: 17,928 shares; 2025Q3: 19,110 shares 19,110 $1.99M 0.02% +1,182 Timeline XLK 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: 7,798 shares; 2024Q4: 7,105 shares; 2025Q1: 7,341 shares; 2025Q2: 6,318 shares; 2025Q3: 7,021 shares 7,021 $1.98M 0.02% +703 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: 16,619 shares; 2024Q4: 17,148 shares; 2025Q1: 17,685 shares; 2025Q2: 19,272 shares; 2025Q3: 19,412 shares 19,412 $1.98M 0.02% +140 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,213 shares 20,213 $1.97M 0.02% new Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,704 shares; 2025Q2: 59,901 shares; 2025Q3: 64,700 shares 64,700 $1.97M 0.02% +4,799 Timeline SPSB 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: 80,302 shares; 2024Q4: 77,851 shares; 2025Q1: 75,015 shares; 2025Q2: 66,281 shares; 2025Q3: 64,652 shares 64,652 $1.96M 0.02% -1,629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,671 shares 16,671 $1.93M 0.02% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,074 shares; 2025Q1: 21,956 shares; 2025Q2: 21,977 shares; 2025Q3: 21,476 shares 21,476 $1.93M 0.02% -501 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,121 shares 26,121 $1.92M 0.02% new Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,600 shares 23,600 $1.9M 0.02% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,784 shares; 2025Q1: 15,292 shares; 2025Q2: 19,066 shares; 2025Q3: 18,857 shares 18,857 $1.89M 0.02% -209 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 7,729 shares; 2025Q1: 6,074 shares; 2025Q2: 5,953 shares; 2025Q3: 6,052 shares 6,052 $1.84M 0.01% +99 Timeline ALKT ALKAMI TECHNOLOGY INC More: the full row for ALKAMI TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 73,627 shares 73,627 $1.83M 0.01% +66,127 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,530 shares 63,530 $1.83M 0.01% new Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,578 shares; 2024Q4: not reported; 2025Q1: 42,831 shares; 2025Q2: 60,419 shares; 2025Q3: 65,819 shares 65,819 $1.83M 0.01% +5,400 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,664 shares; 2025Q3: 84,767 shares 84,767 $1.83M 0.01% +63,103 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,380 shares 34,380 $1.82M 0.01% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,712 shares 10,712 $1.82M 0.01% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,333 shares; 2024Q4: 10,726 shares; 2025Q1: not reported; 2025Q2: 12,707 shares; 2025Q3: 13,718 shares 13,718 $1.82M 0.01% +1,011 Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246,030 shares; 2025Q3: 258,514 shares 258,514 $1.81M 0.01% +12,484 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,995 shares; 2024Q4: 49,598 shares; 2025Q1: 50,266 shares; 2025Q2: 48,686 shares; 2025Q3: 52,281 shares 52,281 $1.79M 0.01% +3,595 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 276,803 shares; 2024Q4: 241,557 shares; 2025Q1: 252,017 shares; 2025Q2: 252,415 shares; 2025Q3: 23,724 shares 23,724 $1.79M 0.01% -228,691 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,088 shares 34,088 $1.78M 0.01% new Timeline BLFS BIOLIFE SOLUTIONS INC More: the full row for BIOLIFE SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,984 shares; 2025Q3: 69,230 shares 69,230 $1.77M 0.01% +4,246 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,313 shares 16,313 $1.76M 0.01% new Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,892 shares; 2025Q2: 46,595 shares; 2025Q3: 50,515 shares 50,515 $1.74M 0.01% +3,920 Timeline VTI 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: 8,362 shares; 2024Q4: 8,236 shares; 2025Q1: 6,876 shares; 2025Q2: 6,370 shares; 2025Q3: 5,310 shares 5,310 $1.74M 0.01% -1,060 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,578 shares; 2024Q4: 33,918 shares; 2025Q1: 36,520 shares; 2025Q2: 40,419 shares; 2025Q3: 39,352 shares 39,352 $1.74M 0.01% -1,067 Timeline PREMIER INC PREMIER INC More: the full row for PREMIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 364,173 shares; 2025Q2: 354,711 shares; 2025Q3: 62,256 shares 62,256 $1.73M 0.01% -292,455 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: 203,737 shares; 2024Q4: 205,489 shares; 2025Q1: 206,414 shares; 2025Q2: 110,062 shares; 2025Q3: 72,239 shares 72,239 $1.73M 0.01% -37,823 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,616 shares; 2025Q1: 13,145 shares; 2025Q2: 13,015 shares; 2025Q3: 13,630 shares 13,630 $1.73M 0.01% +615 Timeline TRIP TRIPADVISOR INC More: the full row for TRIPADVISOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,755 shares; 2025Q2: 104,906 shares; 2025Q3: 105,511 shares 105,511 $1.72M 0.01% +605 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,047 shares; 2024Q4: 15,869 shares; 2025Q1: 15,964 shares; 2025Q2: 15,669 shares; 2025Q3: 16,378 shares 16,378 $1.71M 0.01% +709 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,500 shares; 2024Q4: 167,454 shares; 2025Q1: 167,744 shares; 2025Q2: 88,024 shares; 2025Q3: 56,694 shares 56,694 $1.68M 0.01% -31,330 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,217 shares; 2024Q4: 16,997 shares; 2025Q1: 17,512 shares; 2025Q2: 17,729 shares; 2025Q3: 17,854 shares 17,854 $1.67M 0.01% +125 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,938 shares; 2024Q4: 25,670 shares; 2025Q1: 28,570 shares; 2025Q2: 25,283 shares; 2025Q3: 27,575 shares 27,575 $1.65M 0.01% +2,292 Timeline EWL 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: 21,951 shares; 2024Q4: 20,550 shares; 2025Q1: 24,865 shares; 2025Q2: 43,884 shares; 2025Q3: 28,998 shares 28,998 $1.6M 0.01% -14,886 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,906 shares; 2024Q4: 3,724 shares; 2025Q1: 2,521 shares; 2025Q2: 3,789 shares; 2025Q3: 11,326 shares 11,326 $1.59M 0.01% +7,537 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 292 shares; 2025Q1: 290 shares; 2025Q2: 284 shares; 2025Q3: 294 shares 294 $1.59M 0.01% +10 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: 26,405 shares; 2024Q4: 32,229 shares; 2025Q1: 7,467 shares; 2025Q2: not reported; 2025Q3: 21,756 shares 21,756 $1.57M 0.01% new Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205,845 shares; 2025Q3: 205,320 shares 205,320 $1.55M 0.01% -525 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,677 shares 89,677 $1.5M 0.01% new Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,067 shares; 2024Q4: 52,174 shares; 2025Q1: 60,918 shares; 2025Q2: 61,664 shares; 2025Q3: 65,499 shares 65,499 $1.5M 0.01% +3,835 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 612 shares; 2025Q1: 610 shares; 2025Q2: 895 shares; 2025Q3: 2,554 shares 2,554 $1.5M 0.01% +1,659 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,818 shares 42,818 $1.47M 0.01% new Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,049 shares; 2025Q3: 31,467 shares 31,467 $1.44M 0.01% -582 Timeline BMBL BUMBLE INC More: the full row for BUMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,562 shares; 2025Q3: 234,369 shares 234,369 $1.43M 0.01% +223,807 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,065 shares; 2025Q2: 36,488 shares; 2025Q3: 35,313 shares 35,313 $1.43M 0.01% -1,175 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227,874 shares 227,874 $1.43M 0.01% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,594 shares 20,594 $1.41M 0.01% new Timeline GLDD GREAT LAKES DREDGE & DOCK CO More: the full row for GREAT LAKES DREDGE & DOCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 117,352 shares 117,352 $1.41M 0.01% new Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,651 shares; 2025Q2: 46,321 shares; 2025Q3: 45,103 shares 45,103 $1.4M 0.01% -1,218 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,701 shares; 2024Q4: 46,411 shares; 2025Q1: 50,826 shares; 2025Q2: 54,567 shares; 2025Q3: 58,915 shares 58,915 $1.39M 0.01% +4,348 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,186 shares; 2025Q3: 36,480 shares 36,480 $1.38M 0.01% +2,294 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: 692,595 shares; 2024Q4: 629,200 shares; 2025Q1: 637,785 shares; 2025Q2: 644,754 shares; 2025Q3: 12,478 shares 12,478 $1.37M 0.01% -632,276 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: not reported; 2024Q4: 15,364 shares; 2025Q1: 17,971 shares; 2025Q2: 19,359 shares; 2025Q3: 19,190 shares 19,190 $1.37M 0.01% -169 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,854 shares; 2024Q4: 54,324 shares; 2025Q1: 3,708 shares; 2025Q2: 3,039 shares; 2025Q3: 3,209 shares 3,209 $1.35M 0.01% +170 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,469 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,139 shares 7,139 $1.35M 0.01% new Timeline ARVN ARVINAS INC More: the full row for ARVINAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,827 shares; 2024Q4: 86,448 shares; 2025Q1: 91,791 shares; 2025Q2: 90,859 shares; 2025Q3: 158,080 shares 158,080 $1.35M 0.01% +67,221 Timeline HBCP HOMEBANCORP INC More: the full row for HOMEBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,470 shares; 2025Q3: 24,740 shares 24,740 $1.34M 0.01% +2,270 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,215 shares; 2024Q4: 82,613 shares; 2025Q1: 52,784 shares; 2025Q2: 45,691 shares; 2025Q3: 46,110 shares 46,110 $1.34M 0.01% +419 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,887 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,019 shares; 2025Q3: 35,239 shares 35,239 $1.31M 0.01% +1,220 Timeline VUG 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: 2,786 shares; 2024Q4: 2,812 shares; 2025Q1: 2,956 shares; 2025Q2: 2,571 shares; 2025Q3: 2,707 shares 2,707 $1.3M 0.01% +136 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,519 shares 22,519 $1.29M 0.01% new 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: 128,893 shares; 2024Q4: 129,660 shares; 2025Q1: 139,341 shares; 2025Q2: 124,331 shares; 2025Q3: 95,663 shares 95,663 $1.28M 0.01% -28,668 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,627 shares 76,627 $1.27M 0.01% new Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182,773 shares; 2025Q1: 238,496 shares; 2025Q2: 51,369 shares; 2025Q3: 51,320 shares 51,320 $1.24M 0.01% -49 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: 17,802 shares; 2024Q4: 20,199 shares; 2025Q1: 23,458 shares; 2025Q2: 22,760 shares; 2025Q3: 22,729 shares 22,729 $1.23M 0.01% -31 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286,602 shares; 2024Q4: 286,574 shares; 2025Q1: 276,574 shares; 2025Q2: 280,200 shares; 2025Q3: 99,414 shares 99,414 $1.23M 0.01% -180,786 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 2,058 shares; 2025Q1: 2,018 shares; 2025Q2: 2,924 shares; 2025Q3: 8,400 shares 8,400 $1.22M 0.01% +5,476 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,467 shares; 2024Q4: 15,757 shares; 2025Q1: 20,133 shares; 2025Q2: 20,133 shares; 2025Q3: 18,251 shares 18,251 $1.21M 0.01% -1,882 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,886 shares; 2025Q3: 31,142 shares 31,142 $1.21M 0.01% +256 Timeline EWY 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: 13,858 shares; 2024Q4: 11,919 shares; 2025Q1: 8,438 shares; 2025Q2: 10,001 shares; 2025Q3: 15,021 shares 15,021 $1.2M 0.01% +5,020 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 27,524 shares; 2025Q1: 30,038 shares; 2025Q2: 34,281 shares; 2025Q3: 35,600 shares 35,600 $1.18M 0.01% +1,319 Timeline EWI 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: 52,180 shares; 2024Q4: 48,919 shares; 2025Q1: 19,249 shares; 2025Q2: 18,980 shares; 2025Q3: 22,708 shares 22,708 $1.18M 0.01% +3,728 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,883 shares; 2024Q4: 20,867 shares; 2025Q1: 30,947 shares; 2025Q2: 37,462 shares; 2025Q3: 37,908 shares 37,908 $1.18M 0.01% +446 Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,349 shares; 2025Q3: 17,998 shares 17,998 $1.16M 0.01% +649 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,393 shares; 2024Q4: 54,821 shares; 2025Q1: 21,454 shares; 2025Q2: 12,650 shares; 2025Q3: 11,689 shares 11,689 $1.13M 0.01% -961 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,516 shares; 2024Q4: 6,645 shares; 2025Q1: 6,638 shares; 2025Q2: 6,731 shares; 2025Q3: 2,995 shares 2,995 $1.12M 0.01% -3,736 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,748 shares 36,748 $1.12M 0.01% new Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,338 shares 38,338 $1.11M 0.01% new Timeline EWA 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: 34,529 shares; 2024Q4: 62,871 shares; 2025Q1: 70,438 shares; 2025Q2: 34,850 shares; 2025Q3: 41,028 shares 41,028 $1.11M 0.01% +6,178 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,624 shares; 2024Q4: 392,986 shares; 2025Q1: 401,251 shares; 2025Q2: 403,367 shares; 2025Q3: 7,056 shares 7,056 $1.1M 0.01% -396,311 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,387 shares; 2025Q2: 35,921 shares; 2025Q3: 39,119 shares 39,119 $1.08M 0.01% +3,198 Timeline DFIV 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: 14,338 shares; 2024Q4: 16,296 shares; 2025Q1: 17,709 shares; 2025Q2: 22,904 shares; 2025Q3: 23,004 shares 23,004 $1.06M 0.01% +100 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,448 shares; 2024Q4: 77,183 shares; 2025Q1: 85,110 shares; 2025Q2: 82,472 shares; 2025Q3: 88,827 shares 88,827 $1.04M 0.01% +6,355 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 10,344 shares; 2025Q1: 9,329 shares; 2025Q2: 7,154 shares; 2025Q3: 9,672 shares 9,672 $1.03M 0.01% +2,518 Timeline SPDW 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: 18,948 shares; 2024Q4: 19,268 shares; 2025Q1: 24,418 shares; 2025Q2: 31,869 shares; 2025Q3: 23,713 shares 23,713 $1.01M 0.01% -8,156 Timeline VB 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: not reported; 2024Q4: 859 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,972 shares 3,972 $1.01M 0.01% new Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,246 shares; 2025Q1: 34,452 shares; 2025Q2: 31,882 shares; 2025Q3: 33,050 shares 33,050 $1.01M 0.01% +1,168 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,961 shares; 2024Q4: 18,590 shares; 2025Q1: 18,142 shares; 2025Q2: 17,980 shares; 2025Q3: 14,614 shares 14,614 $1M 0.01% -3,366 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 19,452 shares; 2025Q1: 19,451 shares; 2025Q2: 17,290 shares; 2025Q3: 18,791 shares 18,791 $996K 0.01% +1,501 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,474 shares; 2024Q4: 34,558 shares; 2025Q1: 1,866 shares; 2025Q2: 1,587 shares; 2025Q3: 1,065 shares 1,065 $980K 0.01% -522 Timeline BND 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: not reported; 2024Q4: 5,445 shares; 2025Q1: 7,653 shares; 2025Q2: 11,961 shares; 2025Q3: 13,012 shares 13,012 $968K 0.01% +1,051 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,262 shares; 2024Q4: 5,980 shares; 2025Q1: 5,269 shares; 2025Q2: 4,952 shares; 2025Q3: 4,498 shares 4,498 $947K 0.01% -454 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,003 shares; 2024Q4: 18,956 shares; 2025Q1: 19,404 shares; 2025Q2: 18,822 shares; 2025Q3: 19,322 shares 19,322 $947K 0.01% +500 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,567 shares; 2025Q3: 14,052 shares 14,052 $940K 0.01% +485 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,113 shares; 2024Q4: 4,024 shares; 2025Q1: 4,108 shares; 2025Q2: 7,271 shares; 2025Q3: 7,343 shares 7,343 $909K 0.01% +72 Timeline VTV 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: 4,969 shares; 2024Q4: 5,097 shares; 2025Q1: 5,519 shares; 2025Q2: 5,010 shares; 2025Q3: 4,804 shares 4,804 $896K 0.01% -206 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,173 shares; 2024Q4: 24,173 shares; 2025Q1: 24,173 shares; 2025Q2: 24,173 shares; 2025Q3: 24,173 shares 24,173 $864K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,190 shares; 2025Q3: 15,730 shares 15,730 $856K 0.01% -75,460 Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 296,121 shares; 2024Q4: 266,506 shares; 2025Q1: 279,457 shares; 2025Q2: 275,238 shares; 2025Q3: 287,304 shares 287,304 $819K 0.01% +12,066 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,031 shares; 2024Q4: 12,007 shares; 2025Q1: 14,214 shares; 2025Q2: 18,250 shares; 2025Q3: 21,969 shares 21,969 $818K 0.01% +3,719 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: 2,358,014 shares; 2024Q4: 1,966,121 shares; 2025Q1: 2,135,235 shares; 2025Q2: 87,546 shares; 2025Q3: 67,988 shares 67,988 $813K 0.01% -19,558 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 2,308 shares; 2025Q1: 2,306 shares; 2025Q2: 6,673 shares; 2025Q3: 5,705 shares 5,705 $807K 0.01% -968 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,306 shares; 2025Q1: 1,320 shares; 2025Q2: 1,005 shares; 2025Q3: 1,032 shares 1,032 $771K 0.01% +27 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,212 shares; 2025Q2: 17,233 shares; 2025Q3: 17,249 shares 17,249 $769K 0.01% +16 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,147 shares; 2024Q4: 122,763 shares; 2025Q1: 125,291 shares; 2025Q2: 125,206 shares; 2025Q3: 5,959 shares 5,959 $768K 0.01% -119,247 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,121 shares; 2025Q1: 17,714 shares; 2025Q2: 17,432 shares; 2025Q3: 6,501 shares 6,501 $767K 0.01% -10,931 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 38,875 shares; 2025Q1: 2,538 shares; 2025Q2: 2,475 shares; 2025Q3: 2,070 shares 2,070 $731K 0.01% -405 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,193 shares; 2025Q1: 4,528 shares; 2025Q2: 5,968 shares; 2025Q3: 6,349 shares 6,349 $727K 0.01% +381 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,741 shares; 2025Q3: 3,572 shares 3,572 $717K 0.01% -17,169 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 17,416 shares; 2025Q1: 5,007 shares; 2025Q2: 2,936 shares; 2025Q3: 2,957 shares 2,957 $716K 0.01% +21 Timeline PSFE PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 124,369 shares; 2025Q3: 54,982 shares 54,982 $710K 0.01% -69,387 Timeline VCIT 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: 12,505 shares; 2024Q4: 12,583 shares; 2025Q1: 12,803 shares; 2025Q2: 15,267 shares; 2025Q3: 8,425 shares 8,425 $709K 0.01% -6,842 Timeline TILT 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: 2,900 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,900 shares 2,900 $703K 0.01% -4 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,123 shares; 2025Q1: 77,017 shares; 2025Q2: 74,664 shares; 2025Q3: 77,978 shares 77,978 $702K 0.01% +3,314 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,597 shares; 2024Q4: 312,134 shares; 2025Q1: 25,181 shares; 2025Q2: 27,308 shares; 2025Q3: 27,124 shares 27,124 $701K 0.01% -184 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,467 shares; 2025Q1: 1,526 shares; 2025Q2: 1,526 shares; 2025Q3: 1,472 shares 1,472 $689K 0.01% -54 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,771 shares; 2024Q4: 89,522 shares; 2025Q1: 91,460 shares; 2025Q2: 46,949 shares; 2025Q3: 29,621 shares 29,621 $686K 0.01% -17,328 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,194 shares; 2025Q1: 3,244 shares; 2025Q2: 3,144 shares; 2025Q3: 2,726 shares 2,726 $686K 0.01% -418 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,473 shares; 2025Q3: 10,376 shares 10,376 $684K 0.01% +2,903 Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,573 shares; 2025Q3: 76,314 shares 76,314 $677K 0.01% +36,741 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,256 shares; 2025Q1: 10,055 shares; 2025Q2: 9,914 shares; 2025Q3: 9,835 shares 9,835 $671K 0.01% -79 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323 shares; 2024Q4: 3,108 shares; 2025Q1: 4,206 shares; 2025Q2: 3,790 shares; 2025Q3: 3,783 shares 3,783 $662K 0.01% -7 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,270 shares 23,270 $660K 0.01% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,331 shares 11,331 $653K 0.01% new Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,601 shares; 2024Q4: 480,874 shares; 2025Q1: 518,841 shares; 2025Q2: 512,301 shares; 2025Q3: 526,132 shares 526,132 $652K 0.01% +13,831 Timeline USFR 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: 12,899 shares; 2024Q4: 12,899 shares; 2025Q1: 12,899 shares; 2025Q2: 12,899 shares; 2025Q3: 12,899 shares 12,899 $648K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,568 shares; 2025Q1: 5,298 shares; 2025Q2: 5,649 shares; 2025Q3: 3,790 shares 3,790 $645K 0.01% -1,859 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,117 shares; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,511 shares 1,511 $644K 0.01% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,865 shares 11,865 $631K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,892 shares; 2024Q4: 10,939 shares; 2025Q1: 7,050 shares; 2025Q2: 14,422 shares; 2025Q3: 13,585 shares 13,585 $622K <0.01% -837 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,337 shares; 2024Q4: 4,865 shares; 2025Q1: 10,256 shares; 2025Q2: 10,814 shares; 2025Q3: 10,581 shares 10,581 $620K <0.01% -233 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,078 shares; 2024Q4: 37,749 shares; 2025Q1: 42,625 shares; 2025Q2: 43,360 shares; 2025Q3: 32,696 shares 32,696 $611K <0.01% -10,664 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,341 shares; 2024Q4: 6,127 shares; 2025Q1: 5,899 shares; 2025Q2: 11,958 shares; 2025Q3: 12,094 shares 12,094 $610K <0.01% +136 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,382 shares; 2024Q4: 74,377 shares; 2025Q1: 70,116 shares; 2025Q2: 8,475 shares; 2025Q3: 7,754 shares 7,754 $603K <0.01% -721 Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,799 shares 42,799 $601K <0.01% new Timeline EWM 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: 19,411 shares; 2024Q4: 19,220 shares; 2025Q1: 21,388 shares; 2025Q2: 22,021 shares; 2025Q3: 22,913 shares 22,913 $594K <0.01% +892 Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,661 shares; 2025Q1: 35,071 shares; 2025Q2: 38,112 shares; 2025Q3: 32,640 shares 32,640 $594K <0.01% -5,472 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,396 shares; 2024Q4: 10,854 shares; 2025Q1: 10,277 shares; 2025Q2: 9,225 shares; 2025Q3: 9,613 shares 9,613 $592K <0.01% +388 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 4,102 shares; 2025Q3: 4,027 shares 4,027 $591K <0.01% -75 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 3,961 shares; 2025Q1: 3,369 shares; 2025Q2: 3,382 shares; 2025Q3: 3,453 shares 3,453 $590K <0.01% +71 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,411 shares; 2025Q3: 8,709 shares 8,709 $586K <0.01% +1,298 Timeline PRSU PURSUIT ATTRACTIONS AND HOSP More: the full row for PURSUIT ATTRACTIONS AND HOSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,050 shares; 2025Q1: 9,632 shares; 2025Q2: 9,632 shares; 2025Q3: 16,099 shares 16,099 $582K <0.01% +6,467 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: 6,425 shares; 2024Q4: 6,425 shares; 2025Q1: 6,433 shares; 2025Q2: 6,425 shares; 2025Q3: 6,438 shares 6,438 $579K <0.01% +13 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,748 shares 6,748 $571K <0.01% new Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,843 shares; 2025Q1: 7,843 shares; 2025Q2: 7,843 shares; 2025Q3: 7,843 shares 7,843 $569K <0.01% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,266 shares; 2024Q4: 7,496 shares; 2025Q1: 6,641 shares; 2025Q2: 5,945 shares; 2025Q3: 4,753 shares 4,753 $566K <0.01% -1,192 Timeline VWO 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: 15,469 shares; 2024Q4: 16,369 shares; 2025Q1: 17,565 shares; 2025Q2: 16,546 shares; 2025Q3: 10,264 shares 10,264 $556K <0.01% -6,282 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: 2,267,489 shares; 2024Q4: 2,064,942 shares; 2025Q1: 2,085,122 shares; 2025Q2: 2,108,986 shares; 2025Q3: 32,192 shares 32,192 $556K <0.01% -2,076,794 Timeline HBT HBT FINL INC. More: the full row for HBT FINL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,951 shares; 2024Q4: 28,081 shares; 2025Q1: 24,426 shares; 2025Q2: 22,702 shares; 2025Q3: 22,009 shares 22,009 $555K <0.01% -693 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: 13,547 shares; 2024Q4: 16,962 shares; 2025Q1: 18,312 shares; 2025Q2: 18,552 shares; 2025Q3: 18,511 shares 18,511 $548K <0.01% -41 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,334 shares; 2025Q2: 45,963 shares; 2025Q3: 54,551 shares 54,551 $546K <0.01% +8,588 Timeline VRTS VIRTUS INVT PARTNERS INC More: the full row for VIRTUS INVT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,841 shares 2,841 $540K <0.01% new Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 50,949 shares; 2025Q1: 63,075 shares; 2025Q2: 65,747 shares; 2025Q3: 18,949 shares 18,949 $537K <0.01% -46,798 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 2,959 shares; 2025Q1: 2,927 shares; 2025Q2: 2,777 shares; 2025Q3: 2,270 shares 2,270 $537K <0.01% -507 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,091 shares; 2024Q4: 21,310 shares; 2025Q1: 10,422 shares; 2025Q2: 9,166 shares; 2025Q3: 5,743 shares 5,743 $536K <0.01% -3,423 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 323 shares; 2025Q1: 419 shares; 2025Q2: 394 shares; 2025Q3: 495 shares 495 $535K <0.01% +101 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,231 shares; 2025Q2: not reported; 2025Q3: 7,087 shares 7,087 $534K <0.01% new Timeline UAE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,462 shares; 2025Q1: 29,287 shares; 2025Q2: 29,229 shares; 2025Q3: 28,171 shares 28,171 $532K <0.01% -1,058 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,560 shares 5,560 $531K <0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,898 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,711 shares 1,711 $531K <0.01% -145 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,252 shares; 2025Q1: 288,782 shares; 2025Q2: 86,965 shares; 2025Q3: 53,719 shares 53,719 $530K <0.01% -33,246 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: 9,944 shares; 2024Q4: 9,969 shares; 2025Q1: not reported; 2025Q2: 6,412 shares; 2025Q3: 12,329 shares 12,329 $522K <0.01% +5,917 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 4,560 shares; 2025Q1: 4,503 shares; 2025Q2: 4,536 shares; 2025Q3: 4,705 shares 4,705 $514K <0.01% +169 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,941 shares; 2024Q4: 10,941 shares; 2025Q1: 10,941 shares; 2025Q2: 10,941 shares; 2025Q3: 10,941 shares 10,941 $513K <0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,445 shares; 2025Q3: 3,240 shares 3,240 $513K <0.01% -205 Timeline GBTG GLOBAL BUSINESS TRAVEL GROUP More: the full row for GLOBAL BUSINESS TRAVEL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,464 shares 62,464 $505K <0.01% new Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,937 shares; 2025Q2: 9,727 shares; 2025Q3: 9,727 shares 9,727 $499K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,199 shares; 2025Q1: 1,350 shares; 2025Q2: 1,346 shares; 2025Q3: 1,348 shares 1,348 $493K <0.01% +2 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,949 shares; 2025Q2: 23,337 shares; 2025Q3: 23,337 shares 23,337 $493K <0.01% 0 Timeline SCHD 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: 7,082 shares; 2024Q4: 23,877 shares; 2025Q1: 39,491 shares; 2025Q2: 19,478 shares; 2025Q3: 17,728 shares 17,728 $484K <0.01% -1,750 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,146 shares; 2025Q3: 6,170 shares 6,170 $483K <0.01% +2,024 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,725 shares; 2024Q4: 17,121 shares; 2025Q1: 16,344 shares; 2025Q2: 15,134 shares; 2025Q3: 15,134 shares 15,134 $482K <0.01% 0 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296,914 shares; 2025Q1: 312,051 shares; 2025Q2: 291,144 shares; 2025Q3: 21,185 shares 21,185 $474K <0.01% -269,959 Timeline