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; 2024Q2: restricted; 2024Q3: 123,181 shares; 2024Q4: 97,280 shares; 2025Q1: 157,315 shares; 2025Q2: 213,018 shares; 2025Q3: 202,237 shares; 2025Q4: 198,162 shares; 2026Q1: 250,177 shares 250,177 $2.89M 0.04% +52,015 Timeline IVSI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,400 shares; 2026Q1: 109,355 shares 109,355 $2.89M 0.04% +25,955 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,229 shares; 2024Q4: 19,263 shares; 2025Q1: 18,592 shares; 2025Q2: 21,771 shares; 2025Q3: 24,578 shares; 2025Q4: 23,200 shares; 2026Q1: 23,757 shares 23,757 $2.88M 0.04% +557 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; 2024Q2: restricted; 2024Q3: 32,597 shares; 2024Q4: 32,474 shares; 2025Q1: 25,541 shares; 2025Q2: 27,664 shares; 2025Q3: 28,958 shares; 2025Q4: 29,220 shares; 2026Q1: 24,252 shares 24,252 $2.88M 0.04% -4,968 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,086 shares; 2024Q4: 67,826 shares; 2025Q1: 53,461 shares; 2025Q2: 88,208 shares; 2025Q3: 98,850 shares; 2025Q4: 53,385 shares; 2026Q1: 77,940 shares 77,940 $2.86M 0.04% +24,555 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,620 shares; 2025Q3: 90,629 shares; 2025Q4: 90,642 shares; 2026Q1: 92,019 shares 92,019 $2.85M 0.04% +1,377 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,543 shares; 2025Q1: 3,166 shares; 2025Q2: 3,255 shares; 2025Q3: 2,751 shares; 2025Q4: 2,587 shares; 2026Q1: 2,608 shares 2,608 $2.84M 0.04% +21 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,935 shares; 2025Q3: 73,997 shares; 2025Q4: 78,867 shares; 2026Q1: 74,004 shares 74,004 $2.83M 0.04% -4,863 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; 2024Q2: restricted; 2024Q3: 48,472 shares; 2024Q4: 51,812 shares; 2025Q1: 51,977 shares; 2025Q2: 53,326 shares; 2025Q3: 61,188 shares; 2025Q4: 64,229 shares; 2026Q1: 64,094 shares 64,094 $2.81M 0.04% -135 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,316 shares; 2025Q3: 30,737 shares; 2025Q4: 33,109 shares; 2026Q1: 37,767 shares 37,767 $2.8M 0.04% +4,658 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,940 shares; 2024Q4: 12,144 shares; 2025Q1: 11,630 shares; 2025Q2: 11,344 shares; 2025Q3: 11,470 shares; 2025Q4: 11,360 shares; 2026Q1: 11,246 shares 11,246 $2.8M 0.04% -114 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,611 shares; 2024Q4: 61,892 shares; 2025Q1: 62,027 shares; 2025Q2: 65,120 shares; 2025Q3: 65,840 shares; 2025Q4: 66,082 shares; 2026Q1: 68,083 shares 68,083 $2.79M 0.04% +2,001 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,955 shares; 2024Q4: 68,436 shares; 2025Q1: 69,309 shares; 2025Q2: 66,139 shares; 2025Q3: 67,741 shares; 2025Q4: 72,876 shares; 2026Q1: 61,251 shares 61,251 $2.79M 0.04% -11,625 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,516 shares; 2024Q4: 5,629 shares; 2025Q1: 13,536 shares; 2025Q2: 49,541 shares; 2025Q3: 50,199 shares; 2025Q4: 49,654 shares; 2026Q1: 53,484 shares 53,484 $2.78M 0.04% +3,830 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 40,009 shares; 2025Q4: 40,487 shares; 2026Q1: 54,825 shares 54,825 $2.78M 0.04% +14,338 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,282 shares; 2025Q4: 43,583 shares; 2026Q1: 49,605 shares 49,605 $2.76M 0.04% +6,022 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,429 shares; 2024Q4: 20,455 shares; 2025Q1: 19,846 shares; 2025Q2: 25,437 shares; 2025Q3: 26,678 shares; 2025Q4: 28,380 shares; 2026Q1: 28,783 shares 28,783 $2.75M 0.04% +403 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,318 shares; 2025Q1: 7,082 shares; 2025Q2: 36,409 shares; 2025Q3: 44,428 shares; 2025Q4: 53,253 shares; 2026Q1: 65,082 shares 65,082 $2.75M 0.04% +11,829 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,030 shares; 2024Q4: 26,075 shares; 2025Q1: 21,361 shares; 2025Q2: 23,358 shares; 2025Q3: 19,814 shares; 2025Q4: 20,162 shares; 2026Q1: 27,199 shares 27,199 $2.74M 0.04% +7,037 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,580 shares; 2024Q4: 15,270 shares; 2025Q1: 13,126 shares; 2025Q2: 82,224 shares; 2025Q3: 88,750 shares; 2025Q4: 112,182 shares; 2026Q1: 95,777 shares 95,777 $2.73M 0.04% -16,405 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,897 shares; 2024Q4: 23,365 shares; 2025Q1: 18,183 shares; 2025Q2: 17,263 shares; 2025Q3: 18,148 shares; 2025Q4: 19,708 shares; 2026Q1: 25,078 shares 25,078 $2.72M 0.04% +5,370 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; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 4,943 shares; 2025Q1: 4,903 shares; 2025Q2: 4,552 shares; 2025Q3: 4,645 shares; 2025Q4: 5,257 shares; 2026Q1: 5,749 shares 5,749 $2.72M 0.04% +492 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,204 shares 66,204 $2.72M 0.04% new 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; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 15,196 shares; 2025Q1: 15,619 shares; 2025Q2: 21,646 shares; 2025Q3: 19,955 shares; 2025Q4: 20,173 shares; 2026Q1: 20,710 shares 20,710 $2.71M 0.04% +537 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 5,561 shares; 2025Q1: 4,627 shares; 2025Q2: 11,188 shares; 2025Q3: 6,330 shares; 2025Q4: 6,732 shares; 2026Q1: 6,244 shares 6,244 $2.71M 0.04% -488 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,257 shares; 2025Q1: 2,328 shares; 2025Q2: 2,008 shares; 2025Q3: 2,016 shares; 2025Q4: 1,990 shares; 2026Q1: 2,532 shares 2,532 $2.7M 0.04% +542 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,261 shares; 2024Q4: 31,593 shares; 2025Q1: 30,780 shares; 2025Q2: 29,646 shares; 2025Q3: 28,027 shares; 2025Q4: 29,154 shares; 2026Q1: 29,258 shares 29,258 $2.7M 0.04% +104 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,396 shares; 2025Q3: 5,733 shares; 2025Q4: 23,783 shares; 2026Q1: 30,520 shares 30,520 $2.69M 0.04% +6,737 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 20,020 shares; 2025Q1: 20,481 shares; 2025Q2: 19,858 shares; 2025Q3: 17,736 shares; 2025Q4: 18,868 shares; 2026Q1: 19,756 shares 19,756 $2.68M 0.04% +888 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,595 shares; 2024Q4: 25,264 shares; 2025Q1: 27,163 shares; 2025Q2: 27,400 shares; 2025Q3: 27,799 shares; 2025Q4: 25,940 shares; 2026Q1: 25,200 shares 25,200 $2.67M 0.04% -740 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,654 shares; 2024Q4: 104,830 shares; 2025Q1: 32,712 shares; 2025Q2: 32,603 shares; 2025Q3: 33,494 shares; 2025Q4: 33,326 shares; 2026Q1: 31,454 shares 31,454 $2.67M 0.04% -1,872 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,205 shares; 2024Q4: 7,665 shares; 2025Q1: 6,716 shares; 2025Q2: 29,853 shares; 2025Q3: 47,581 shares; 2025Q4: 89,559 shares; 2026Q1: 118,938 shares 118,938 $2.65M 0.04% +29,379 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,995 shares; 2024Q4: 22,675 shares; 2025Q1: 20,179 shares; 2025Q2: 20,420 shares; 2025Q3: 20,681 shares; 2025Q4: 19,901 shares; 2026Q1: 18,598 shares 18,598 $2.64M 0.04% -1,303 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,700 shares; 2024Q4: 26,652 shares; 2025Q1: 25,581 shares; 2025Q2: 26,250 shares; 2025Q3: 25,800 shares; 2025Q4: 26,337 shares; 2026Q1: 27,162 shares 27,162 $2.64M 0.04% +825 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,172 shares; 2024Q4: 65,417 shares; 2025Q1: 62,599 shares; 2025Q2: 62,604 shares; 2025Q3: 59,992 shares; 2025Q4: 56,984 shares; 2026Q1: 48,510 shares 48,510 $2.63M 0.03% -8,474 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,699 shares; 2024Q4: 55,767 shares; 2025Q1: not reported; 2025Q2: 88,104 shares; 2025Q3: 27,833 shares; 2025Q4: not reported; 2026Q1: 161,727 shares 161,727 $2.62M 0.03% new 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; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 758 shares; 2025Q1: 648 shares; 2025Q2: 677 shares; 2025Q3: 682 shares; 2025Q4: 687 shares; 2026Q1: 623 shares 623 $2.62M 0.03% -64 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; 2024Q2: restricted; 2024Q3: 15,079 shares; 2024Q4: 13,539 shares; 2025Q1: 12,658 shares; 2025Q2: 22,721 shares; 2025Q3: 28,766 shares; 2025Q4: 30,725 shares; 2026Q1: 31,598 shares 31,598 $2.61M 0.03% +873 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; 2024Q2: restricted; 2024Q3: 27,808 shares; 2024Q4: 20,144 shares; 2025Q1: 23,040 shares; 2025Q2: 22,208 shares; 2025Q3: 26,162 shares; 2025Q4: 17,679 shares; 2026Q1: 27,698 shares 27,698 $2.6M 0.03% +10,019 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 7,489 shares; 2025Q1: 8,611 shares; 2025Q2: 13,541 shares; 2025Q3: 14,173 shares; 2025Q4: 15,595 shares; 2026Q1: 16,465 shares 16,465 $2.59M 0.03% +870 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,730 shares; 2024Q4: 26,497 shares; 2025Q1: 26,597 shares; 2025Q2: 24,930 shares; 2025Q3: 25,834 shares; 2025Q4: 28,862 shares; 2026Q1: 54,242 shares 54,242 $2.59M 0.03% +25,380 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,096 shares; 2024Q4: 46,399 shares; 2025Q1: 47,923 shares; 2025Q2: 207,660 shares; 2025Q3: 380,119 shares; 2025Q4: 439,567 shares; 2026Q1: 257,758 shares 257,758 $2.59M 0.03% -181,809 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,420 shares; 2025Q3: 46,658 shares; 2025Q4: 56,410 shares; 2026Q1: 58,977 shares 58,977 $2.58M 0.03% +2,567 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,026 shares; 2024Q4: 23,559 shares; 2025Q1: 21,547 shares; 2025Q2: 17,668 shares; 2025Q3: 17,739 shares; 2025Q4: 16,941 shares; 2026Q1: 17,698 shares 17,698 $2.57M 0.03% +757 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 11,324 shares; 2025Q1: 12,257 shares; 2025Q2: 17,482 shares; 2025Q3: 19,139 shares; 2025Q4: 19,244 shares; 2026Q1: 19,414 shares 19,414 $2.57M 0.03% +170 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,692 shares; 2024Q4: 60,975 shares; 2025Q1: 64,231 shares; 2025Q2: 61,792 shares; 2025Q3: 68,193 shares; 2025Q4: 74,026 shares; 2026Q1: 72,326 shares 72,326 $2.57M 0.03% -1,700 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,030 shares; 2024Q4: 30,536 shares; 2025Q1: 27,977 shares; 2025Q2: 29,439 shares; 2025Q3: 34,733 shares; 2025Q4: 35,598 shares; 2026Q1: 60,396 shares 60,396 $2.56M 0.03% +24,798 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,661 shares; 2024Q4: 10,438 shares; 2025Q1: 10,605 shares; 2025Q2: 11,013 shares; 2025Q3: 11,125 shares; 2025Q4: 11,051 shares; 2026Q1: 11,275 shares 11,275 $2.53M 0.03% +224 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; 2024Q2: restricted; 2024Q3: 25,491 shares; 2024Q4: 26,215 shares; 2025Q1: 31,889 shares; 2025Q2: 40,090 shares; 2025Q3: 37,427 shares; 2025Q4: 42,419 shares; 2026Q1: 18,123 shares 18,123 $2.53M 0.03% -24,296 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 11,413 shares; 2025Q1: 11,308 shares; 2025Q2: 12,377 shares; 2025Q3: 12,408 shares; 2025Q4: 12,418 shares; 2026Q1: 12,823 shares 12,823 $2.52M 0.03% +405 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,483 shares; 2024Q4: 81,133 shares; 2025Q1: 82,132 shares; 2025Q2: 75,758 shares; 2025Q3: 54,191 shares; 2025Q4: 52,335 shares; 2026Q1: 45,737 shares 45,737 $2.52M 0.03% -6,598 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,447 shares; 2024Q4: 24,984 shares; 2025Q1: 29,856 shares; 2025Q2: 24,622 shares; 2025Q3: 25,360 shares; 2025Q4: 26,094 shares; 2026Q1: 30,199 shares 30,199 $2.52M 0.03% +4,105 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,547 shares; 2024Q4: 63,285 shares; 2025Q1: 53,760 shares; 2025Q2: 44,662 shares; 2025Q3: 45,727 shares; 2025Q4: 50,085 shares; 2026Q1: 49,671 shares 49,671 $2.51M 0.03% -414 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,880 shares; 2024Q4: 21,548 shares; 2025Q1: 22,851 shares; 2025Q2: 24,532 shares; 2025Q3: 25,380 shares; 2025Q4: 26,941 shares; 2026Q1: 26,870 shares 26,870 $2.51M 0.03% -71 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,925 shares; 2024Q4: 18,401 shares; 2025Q1: 19,535 shares; 2025Q2: 28,084 shares; 2025Q3: 28,151 shares; 2025Q4: 28,947 shares; 2026Q1: 30,279 shares 30,279 $2.51M 0.03% +1,332 Timeline IVSS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,140 shares; 2026Q1: 96,604 shares 96,604 $2.51M 0.03% +16,464 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; 2024Q2: restricted; 2024Q3: 14,871 shares; 2024Q4: 13,215 shares; 2025Q1: 12,660 shares; 2025Q2: 14,519 shares; 2025Q3: 14,510 shares; 2025Q4: 14,580 shares; 2026Q1: 15,353 shares 15,353 $2.49M 0.03% +773 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,559 shares; 2024Q4: 11,959 shares; 2025Q1: 11,645 shares; 2025Q2: 11,238 shares; 2025Q3: 10,256 shares; 2025Q4: 7,468 shares; 2026Q1: 7,473 shares 7,473 $2.49M 0.03% +5 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; 2024Q2: restricted; 2024Q3: 136,424 shares; 2024Q4: 173,804 shares; 2025Q1: 95,693 shares; 2025Q2: 100,749 shares; 2025Q3: 103,686 shares; 2025Q4: 108,647 shares; 2026Q1: 117,871 shares 117,871 $2.49M 0.03% +9,224 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 2,580 shares; 2025Q1: 5,488 shares; 2025Q2: 11,054 shares; 2025Q3: 37,770 shares; 2025Q4: 20,288 shares; 2026Q1: 16,498 shares 16,498 $2.49M 0.03% -3,790 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; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 577 shares; 2025Q1: 826 shares; 2025Q2: 2,014 shares; 2025Q3: 2,871 shares; 2025Q4: 3,203 shares; 2026Q1: 3,416 shares 3,416 $2.49M 0.03% +213 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; 2024Q2: restricted; 2024Q3: 28,184 shares; 2024Q4: 27,842 shares; 2025Q1: 28,468 shares; 2025Q2: 37,691 shares; 2025Q3: 38,392 shares; 2025Q4: 39,766 shares; 2026Q1: 38,699 shares 38,699 $2.48M 0.03% -1,067 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,362 shares; 2024Q4: 18,794 shares; 2025Q1: 21,067 shares; 2025Q2: 21,723 shares; 2025Q3: 24,232 shares; 2025Q4: 26,670 shares; 2026Q1: 26,516 shares 26,516 $2.47M 0.03% -154 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; 2024Q2: restricted; 2024Q3: 19,279 shares; 2024Q4: 17,152 shares; 2025Q1: 17,953 shares; 2025Q2: 18,649 shares; 2025Q3: 19,135 shares; 2025Q4: 18,918 shares; 2026Q1: 17,263 shares 17,263 $2.47M 0.03% -1,655 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 9,090 shares; 2025Q1: 9,221 shares; 2025Q2: 9,326 shares; 2025Q3: 9,392 shares; 2025Q4: 11,089 shares; 2026Q1: 11,826 shares 11,826 $2.45M 0.03% +737 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 10,126 shares; 2025Q1: 14,581 shares; 2025Q2: 22,963 shares; 2025Q3: 16,555 shares; 2025Q4: 15,175 shares; 2026Q1: 22,381 shares 22,381 $2.45M 0.03% +7,206 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,790 shares; 2024Q4: 66,445 shares; 2025Q1: 67,180 shares; 2025Q2: 76,065 shares; 2025Q3: 69,080 shares; 2025Q4: 72,665 shares; 2026Q1: 64,935 shares 64,935 $2.45M 0.03% -7,730 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,694 shares; 2024Q4: 17,672 shares; 2025Q1: 15,572 shares; 2025Q2: 17,963 shares; 2025Q3: 17,956 shares; 2025Q4: 18,355 shares; 2026Q1: 15,996 shares 15,996 $2.42M 0.03% -2,359 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,782 shares; 2025Q2: 4,166 shares; 2025Q3: 4,652 shares; 2025Q4: 11,651 shares; 2026Q1: 13,962 shares 13,962 $2.4M 0.03% +2,311 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,022 shares; 2025Q3: 17,288 shares; 2025Q4: 19,027 shares; 2026Q1: 19,211 shares 19,211 $2.4M 0.03% +184 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,054 shares; 2024Q4: 14,874 shares; 2025Q1: 23,557 shares; 2025Q2: 34,613 shares; 2025Q3: 30,740 shares; 2025Q4: 33,714 shares; 2026Q1: 43,100 shares 43,100 $2.39M 0.03% +9,386 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,582 shares; 2024Q4: 5,118 shares; 2025Q1: 5,079 shares; 2025Q2: 33,945 shares; 2025Q3: 34,487 shares; 2025Q4: 37,810 shares; 2026Q1: 33,002 shares 33,002 $2.39M 0.03% -4,808 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,793 shares; 2024Q4: 44,369 shares; 2025Q1: 40,079 shares; 2025Q2: 43,430 shares; 2025Q3: 47,343 shares; 2025Q4: 48,577 shares; 2026Q1: 48,186 shares 48,186 $2.38M 0.03% -391 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; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 9,549 shares; 2025Q1: 9,249 shares; 2025Q2: 7,846 shares; 2025Q3: 10,696 shares; 2025Q4: 10,060 shares; 2026Q1: 11,701 shares 11,701 $2.38M 0.03% +1,641 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,187 shares; 2024Q4: 9,744 shares; 2025Q1: 9,740 shares; 2025Q2: 8,564 shares; 2025Q3: 12,521 shares; 2025Q4: 12,862 shares; 2026Q1: 14,011 shares 14,011 $2.37M 0.03% +1,149 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,618 shares; 2024Q4: 9,270 shares; 2025Q1: 7,917 shares; 2025Q2: 11,964 shares; 2025Q3: 12,169 shares; 2025Q4: 14,998 shares; 2026Q1: 21,116 shares 21,116 $2.37M 0.03% +6,118 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,353 shares; 2024Q4: 14,761 shares; 2025Q1: 12,888 shares; 2025Q2: 14,771 shares; 2025Q3: 14,984 shares; 2025Q4: 13,676 shares; 2026Q1: 31,782 shares 31,782 $2.37M 0.03% +18,106 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 15,256 shares; 2025Q1: 24,173 shares; 2025Q2: 11,380 shares; 2025Q3: 17,803 shares; 2025Q4: 17,612 shares; 2026Q1: 23,615 shares 23,615 $2.36M 0.03% +6,003 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,591 shares; 2024Q4: 2,888 shares; 2025Q1: 1,567 shares; 2025Q2: 1,223 shares; 2025Q3: 5,583 shares; 2025Q4: 2,232 shares; 2026Q1: 13,600 shares 13,600 $2.36M 0.03% +11,368 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,298 shares; 2024Q4: 28,690 shares; 2025Q1: 30,113 shares; 2025Q2: 31,087 shares; 2025Q3: 31,599 shares; 2025Q4: 31,599 shares; 2026Q1: 27,758 shares 27,758 $2.36M 0.03% -3,841 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,265 shares; 2024Q4: 2,833 shares; 2025Q1: 2,468 shares; 2025Q2: 2,625 shares; 2025Q3: 2,647 shares; 2025Q4: 3,173 shares; 2026Q1: 13,935 shares 13,935 $2.36M 0.03% +10,762 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,517 shares; 2026Q1: 11,933 shares 11,933 $2.35M 0.03% -8,584 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,888 shares; 2024Q4: 4,760 shares; 2025Q1: 5,185 shares; 2025Q2: 5,175 shares; 2025Q3: 5,084 shares; 2025Q4: 5,002 shares; 2026Q1: 20,436 shares 20,436 $2.35M 0.03% +15,434 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,141 shares; 2025Q4: 90,842 shares; 2026Q1: 86,851 shares 86,851 $2.34M 0.03% -3,991 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,109 shares; 2024Q4: 93,213 shares; 2025Q1: 90,883 shares; 2025Q2: 86,834 shares; 2025Q3: 89,605 shares; 2025Q4: 102,109 shares; 2026Q1: 121,804 shares 121,804 $2.34M 0.03% +19,695 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; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 11,965 shares; 2025Q1: 12,350 shares; 2025Q2: 15,896 shares; 2025Q3: 16,715 shares; 2025Q4: 18,142 shares; 2026Q1: 17,813 shares 17,813 $2.33M 0.03% -329 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,035 shares; 2024Q4: 6,380 shares; 2025Q1: 7,345 shares; 2025Q2: 17,037 shares; 2025Q3: 19,311 shares; 2025Q4: 14,187 shares; 2026Q1: 15,534 shares 15,534 $2.33M 0.03% +1,347 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; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 6,796 shares; 2025Q1: 5,713 shares; 2025Q2: 6,122 shares; 2025Q3: 4,847 shares; 2025Q4: 5,009 shares; 2026Q1: 5,218 shares 5,218 $2.33M 0.03% +209 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,167 shares; 2024Q4: 10,130 shares; 2025Q1: 19,586 shares; 2025Q2: 27,917 shares; 2025Q3: 34,628 shares; 2025Q4: 46,609 shares; 2026Q1: 47,652 shares 47,652 $2.33M 0.03% +1,043 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; 2024Q2: restricted; 2024Q3: 7,225 shares; 2024Q4: 6,733 shares; 2025Q1: 6,971 shares; 2025Q2: 9,355 shares; 2025Q3: 8,301 shares; 2025Q4: 11,358 shares; 2026Q1: 11,077 shares 11,077 $2.33M 0.03% -281 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,552 shares; 2024Q4: 289,162 shares; 2025Q1: 280,111 shares; 2025Q2: 271,886 shares; 2025Q3: 252,458 shares; 2025Q4: 249,700 shares; 2026Q1: 225,134 shares 225,134 $2.32M 0.03% -24,566 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,495 shares; 2024Q4: 98,268 shares; 2025Q1: 119,440 shares; 2025Q2: 87,744 shares; 2025Q3: 93,230 shares; 2025Q4: 75,413 shares; 2026Q1: 104,168 shares 104,168 $2.31M 0.03% +28,755 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,554 shares; 2024Q4: 32,121 shares; 2025Q1: 37,132 shares; 2025Q2: 38,304 shares; 2025Q3: 36,285 shares; 2025Q4: 37,703 shares; 2026Q1: 37,583 shares 37,583 $2.3M 0.03% -120 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,325 shares; 2025Q1: 29,650 shares; 2025Q2: 40,243 shares; 2025Q3: 41,585 shares; 2025Q4: 40,050 shares; 2026Q1: 41,419 shares 41,419 $2.3M 0.03% +1,369 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,525 shares; 2024Q4: 17,763 shares; 2025Q1: 6,941 shares; 2025Q2: 7,354 shares; 2025Q3: 7,876 shares; 2025Q4: 8,881 shares; 2026Q1: 8,929 shares 8,929 $2.3M 0.03% +48 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; 2024Q2: restricted; 2024Q3: 58,241 shares; 2024Q4: 72,912 shares; 2025Q1: 67,173 shares; 2025Q2: 50,015 shares; 2025Q3: 77,694 shares; 2025Q4: 79,174 shares; 2026Q1: 79,951 shares 79,951 $2.3M 0.03% +777 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; 2024Q2: restricted; 2024Q3: 35,701 shares; 2024Q4: 54,441 shares; 2025Q1: 52,498 shares; 2025Q2: 33,320 shares; 2025Q3: 27,083 shares; 2025Q4: 36,004 shares; 2026Q1: 35,199 shares 35,199 $2.3M 0.03% -805 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,026 shares; 2024Q4: 47,888 shares; 2025Q1: 47,849 shares; 2025Q2: 46,129 shares; 2025Q3: 46,105 shares; 2025Q4: 46,210 shares; 2026Q1: 46,132 shares 46,132 $2.29M 0.03% -78 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,059 shares; 2025Q3: 24,563 shares; 2025Q4: 33,845 shares; 2026Q1: 46,012 shares 46,012 $2.29M 0.03% +12,167 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,617 shares; 2024Q4: 38,017 shares; 2025Q1: 32,854 shares; 2025Q2: 21,747 shares; 2025Q3: 21,507 shares; 2025Q4: 24,200 shares; 2026Q1: 46,710 shares 46,710 $2.29M 0.03% +22,510 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 30,862 shares; 2025Q1: 110,909 shares; 2025Q2: 188,415 shares; 2025Q3: 182,651 shares; 2025Q4: 59,902 shares; 2026Q1: 78,593 shares 78,593 $2.29M 0.03% +18,691 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,117 shares; 2025Q3: 15,179 shares; 2025Q4: 40,912 shares; 2026Q1: 39,215 shares 39,215 $2.27M 0.03% -1,697 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,255 shares; 2024Q4: 21,684 shares; 2025Q1: 22,198 shares; 2025Q2: 24,281 shares; 2025Q3: 24,665 shares; 2025Q4: 41,502 shares; 2026Q1: 28,726 shares 28,726 $2.27M 0.03% -12,776 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,363 shares; 2024Q4: 23,094 shares; 2025Q1: 17,831 shares; 2025Q2: 18,241 shares; 2025Q3: 19,543 shares; 2025Q4: 38,820 shares; 2026Q1: 47,004 shares 47,004 $2.26M 0.03% +8,184 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,809 shares; 2024Q4: 93,719 shares; 2025Q1: 97,851 shares; 2025Q2: 106,596 shares; 2025Q3: 116,213 shares; 2025Q4: 31,427 shares; 2026Q1: 17,596 shares 17,596 $2.26M 0.03% -13,831 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,481 shares; 2024Q4: 46,659 shares; 2025Q1: 53,463 shares; 2025Q2: 64,347 shares; 2025Q3: 60,762 shares; 2025Q4: 62,536 shares; 2026Q1: 57,686 shares 57,686 $2.26M 0.03% -4,850 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,697 shares; 2024Q4: 65,479 shares; 2025Q1: 94,090 shares; 2025Q2: 119,721 shares; 2025Q3: 122,077 shares; 2025Q4: 127,693 shares; 2026Q1: 156,861 shares 156,861 $2.25M 0.03% +29,168 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,693 shares; 2024Q4: 30,117 shares; 2025Q1: 35,158 shares; 2025Q2: 36,318 shares; 2025Q3: 36,535 shares; 2025Q4: 37,847 shares; 2026Q1: 65,168 shares 65,168 $2.25M 0.03% +27,321 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,152 shares; 2024Q4: 24,760 shares; 2025Q1: 26,826 shares; 2025Q2: 27,895 shares; 2025Q3: 28,717 shares; 2025Q4: 25,785 shares; 2026Q1: 34,140 shares 34,140 $2.25M 0.03% +8,355 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 9,405 shares; 2025Q1: 10,139 shares; 2025Q2: 18,821 shares; 2025Q3: 26,921 shares; 2025Q4: 26,457 shares; 2026Q1: 27,478 shares 27,478 $2.25M 0.03% +1,021 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,845 shares; 2025Q1: 3,988 shares; 2025Q2: 3,541 shares; 2025Q3: 5,867 shares; 2025Q4: 11,784 shares; 2026Q1: 9,196 shares 9,196 $2.25M 0.03% -2,588 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; 2024Q2: restricted; 2024Q3: 9,958 shares; 2024Q4: 14,815 shares; 2025Q1: 15,267 shares; 2025Q2: 14,610 shares; 2025Q3: 14,307 shares; 2025Q4: 12,259 shares; 2026Q1: 8,128 shares 8,128 $2.24M 0.03% -4,131 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 17,960 shares; 2025Q1: 24,536 shares; 2025Q2: 25,795 shares; 2025Q3: 26,567 shares; 2025Q4: 25,704 shares; 2026Q1: 18,509 shares 18,509 $2.24M 0.03% -7,195 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,277 shares; 2024Q4: 9,831 shares; 2025Q1: 9,672 shares; 2025Q2: 28,801 shares; 2025Q3: 28,370 shares; 2025Q4: 27,544 shares; 2026Q1: 26,670 shares 26,670 $2.23M 0.03% -874 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,061 shares; 2025Q2: 73,848 shares; 2025Q3: 72,923 shares; 2025Q4: 81,203 shares; 2026Q1: 86,557 shares 86,557 $2.21M 0.03% +5,354 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,215 shares; 2025Q1: 8,057 shares; 2025Q2: 8,784 shares; 2025Q3: 17,051 shares; 2025Q4: 35,025 shares; 2026Q1: 43,357 shares 43,357 $2.21M 0.03% +8,332 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,967 shares; 2025Q1: 8,092 shares; 2025Q2: 10,769 shares; 2025Q3: 10,772 shares; 2025Q4: 10,556 shares; 2026Q1: 8,946 shares 8,946 $2.21M 0.03% -1,610 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,594 shares; 2024Q4: 235,223 shares; 2025Q1: 284,884 shares; 2025Q2: 301,637 shares; 2025Q3: 363,262 shares; 2025Q4: 330,281 shares; 2026Q1: 332,171 shares 332,171 $2.2M 0.03% +1,890 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; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 12,180 shares; 2025Q1: 12,767 shares; 2025Q2: 17,732 shares; 2025Q3: 16,535 shares; 2025Q4: 17,604 shares; 2026Q1: 18,673 shares 18,673 $2.2M 0.03% +1,069 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,876 shares; 2024Q4: 96,426 shares; 2025Q1: 85,543 shares; 2025Q2: 84,745 shares; 2025Q3: 83,525 shares; 2025Q4: 72,512 shares; 2026Q1: 48,463 shares 48,463 $2.19M 0.03% -24,049 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,804 shares; 2024Q4: 103,703 shares; 2025Q1: 98,529 shares; 2025Q2: 89,381 shares; 2025Q3: 82,323 shares; 2025Q4: 78,737 shares; 2026Q1: 95,286 shares 95,286 $2.19M 0.03% +16,549 Timeline XMHQ 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; 2024Q2: restricted; 2024Q3: 44,942 shares; 2024Q4: 55,607 shares; 2025Q1: 60,243 shares; 2025Q2: 39,785 shares; 2025Q3: 27,291 shares; 2025Q4: 21,968 shares; 2026Q1: 21,115 shares 21,115 $2.18M 0.03% -853 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,271 shares; 2024Q4: 32,018 shares; 2025Q1: 89,004 shares; 2025Q2: 123,169 shares; 2025Q3: 129,319 shares; 2025Q4: 92,886 shares; 2026Q1: 100,902 shares 100,902 $2.16M 0.03% +8,016 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 21,880 shares; 2025Q1: 24,489 shares; 2025Q2: 21,695 shares; 2025Q3: 9,613 shares; 2025Q4: 7,607 shares; 2026Q1: 8,604 shares 8,604 $2.16M 0.03% +997 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,155 shares; 2025Q4: 30,515 shares; 2026Q1: 31,081 shares 31,081 $2.15M 0.03% +566 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,455 shares; 2024Q4: 49,168 shares; 2025Q1: 57,562 shares; 2025Q2: 53,658 shares; 2025Q3: 53,317 shares; 2025Q4: 54,584 shares; 2026Q1: 53,527 shares 53,527 $2.15M 0.03% -1,057 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,982 shares; 2024Q4: 25,814 shares; 2025Q1: 73,547 shares; 2025Q2: 39,301 shares; 2025Q3: 41,921 shares; 2025Q4: 43,067 shares; 2026Q1: 50,458 shares 50,458 $2.14M 0.03% +7,391 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 10,844 shares; 2025Q3: 21,879 shares; 2025Q4: 22,989 shares; 2026Q1: 31,907 shares 31,907 $2.14M 0.03% +8,918 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,176 shares; 2024Q4: 30,608 shares; 2025Q1: 27,230 shares; 2025Q2: 25,508 shares; 2025Q3: 26,083 shares; 2025Q4: 30,311 shares; 2026Q1: 36,536 shares 36,536 $2.14M 0.03% +6,225 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 5,059 shares; 2025Q1: 4,413 shares; 2025Q2: 4,544 shares; 2025Q3: 9,818 shares; 2025Q4: 9,468 shares; 2026Q1: 20,192 shares 20,192 $2.14M 0.03% +10,724 Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,084 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: not reported; 2026Q1: 59,019 shares 59,019 $2.13M 0.03% new Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,607 shares; 2025Q3: 67,033 shares; 2025Q4: 81,922 shares; 2026Q1: 84,627 shares 84,627 $2.13M 0.03% +2,705 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; 2024Q2: restricted; 2024Q3: 6,928 shares; 2024Q4: 7,794 shares; 2025Q1: 7,646 shares; 2025Q2: 8,279 shares; 2025Q3: 8,905 shares; 2025Q4: 10,312 shares; 2026Q1: 10,188 shares 10,188 $2.12M 0.03% -124 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621 shares; 2025Q4: not reported; 2026Q1: 3,313 shares 3,313 $2.11M 0.03% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 4,983 shares; 2025Q1: 6,164 shares; 2025Q2: 6,392 shares; 2025Q3: 6,699 shares; 2025Q4: 6,947 shares; 2026Q1: 7,040 shares 7,040 $2.1M 0.03% +93 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,878 shares; 2024Q4: 53,454 shares; 2025Q1: 64,125 shares; 2025Q2: 75,451 shares; 2025Q3: 98,180 shares; 2025Q4: 81,715 shares; 2026Q1: 86,618 shares 86,618 $2.1M 0.03% +4,903 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 494 shares; 2025Q4: not reported; 2026Q1: 142,282 shares 142,282 $2.1M 0.03% new Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: not reported; 2026Q1: 36,706 shares 36,706 $2.09M 0.03% new Timeline BCDF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,700 shares; 2025Q2: 63,306 shares; 2025Q3: 63,756 shares; 2025Q4: 65,289 shares; 2026Q1: 68,013 shares 68,013 $2.09M 0.03% +2,724 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; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,268 shares; 2025Q1: 13,516 shares; 2025Q2: 6,415 shares; 2025Q3: 7,006 shares; 2025Q4: 8,093 shares; 2026Q1: 6,314 shares 6,314 $2.09M 0.03% -1,779 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; 2024Q2: restricted; 2024Q3: 39,491 shares; 2024Q4: 36,767 shares; 2025Q1: 35,796 shares; 2025Q2: 37,526 shares; 2025Q3: 37,125 shares; 2025Q4: 38,944 shares; 2026Q1: 38,566 shares 38,566 $2.09M 0.03% -378 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; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 14,691 shares; 2025Q1: 14,842 shares; 2025Q2: 17,966 shares; 2025Q3: 18,359 shares; 2025Q4: 16,452 shares; 2026Q1: 14,256 shares 14,256 $2.08M 0.03% -2,196 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,462 shares; 2024Q4: 45,258 shares; 2025Q1: 41,526 shares; 2025Q2: 18,968 shares; 2025Q3: 17,839 shares; 2025Q4: 18,199 shares; 2026Q1: 27,854 shares 27,854 $2.08M 0.03% +9,655 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; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: not reported; 2025Q1: 1,238 shares; 2025Q2: 890 shares; 2025Q3: 4,777 shares; 2025Q4: 5,098 shares; 2026Q1: 5,260 shares 5,260 $2.07M 0.03% +162 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,955 shares; 2025Q3: 23,164 shares; 2025Q4: 56,954 shares; 2026Q1: 50,711 shares 50,711 $2.07M 0.03% -6,243 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,519 shares 15,519 $2.07M 0.03% new 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; 2024Q2: restricted; 2024Q3: 10,626 shares; 2024Q4: 10,222 shares; 2025Q1: 10,200 shares; 2025Q2: 12,466 shares; 2025Q3: 12,622 shares; 2025Q4: 13,489 shares; 2026Q1: 16,292 shares 16,292 $2.06M 0.03% +2,803 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 25,047 shares; 2025Q1: 37,873 shares; 2025Q2: 35,345 shares; 2025Q3: 12,993 shares; 2025Q4: 23,560 shares; 2026Q1: 22,327 shares 22,327 $2.06M 0.03% -1,233 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,686 shares; 2024Q4: 39,539 shares; 2025Q1: 40,236 shares; 2025Q2: 41,850 shares; 2025Q3: 42,414 shares; 2025Q4: 40,644 shares; 2026Q1: 34,117 shares 34,117 $2.06M 0.03% -6,527 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,786 shares 82,786 $2.06M 0.03% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 4,463 shares; 2025Q1: 5,358 shares; 2025Q2: 3,976 shares; 2025Q3: 4,876 shares; 2025Q4: 15,457 shares; 2026Q1: 12,112 shares 12,112 $2.05M 0.03% -3,345 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,319 shares; 2025Q2: 3,322 shares; 2025Q3: 3,307 shares; 2025Q4: 3,307 shares; 2026Q1: 3,764 shares 3,764 $2.04M 0.03% +457 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; 2024Q2: restricted; 2024Q3: 39,405 shares; 2024Q4: 40,503 shares; 2025Q1: 40,738 shares; 2025Q2: 38,076 shares; 2025Q3: 38,110 shares; 2025Q4: 37,936 shares; 2026Q1: 43,950 shares 43,950 $2.04M 0.03% +6,014 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,100 shares; 2025Q2: 62,895 shares; 2025Q3: 61,836 shares; 2025Q4: 69,583 shares; 2026Q1: 76,362 shares 76,362 $2.04M 0.03% +6,779 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,332 shares; 2025Q1: 38,407 shares; 2025Q2: 40,453 shares; 2025Q3: 43,100 shares; 2025Q4: 46,103 shares; 2026Q1: 40,393 shares 40,393 $2M 0.03% -5,710 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,607 shares; 2024Q4: 44,994 shares; 2025Q1: 53,801 shares; 2025Q2: 53,467 shares; 2025Q3: 49,646 shares; 2025Q4: 48,180 shares; 2026Q1: 44,253 shares 44,253 $1.99M 0.03% -3,927 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,878 shares; 2024Q4: 101,357 shares; 2025Q1: 111,828 shares; 2025Q2: 117,301 shares; 2025Q3: 121,083 shares; 2025Q4: 20,185 shares; 2026Q1: 24,885 shares 24,885 $1.99M 0.03% +4,700 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,898 shares; 2024Q4: 10,675 shares; 2025Q1: 10,992 shares; 2025Q2: 10,209 shares; 2025Q3: 10,806 shares; 2025Q4: 15,011 shares; 2026Q1: 18,255 shares 18,255 $1.97M 0.03% +3,244 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,696 shares; 2025Q1: 34,622 shares; 2025Q2: 32,497 shares; 2025Q3: 30,050 shares; 2025Q4: 29,044 shares; 2026Q1: 19,617 shares 19,617 $1.97M 0.03% -9,427 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,120 shares; 2025Q4: 79,662 shares; 2026Q1: 81,143 shares 81,143 $1.96M 0.03% +1,481 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,828 shares; 2024Q4: 25,640 shares; 2025Q1: 40,047 shares; 2025Q2: 40,046 shares; 2025Q3: 40,046 shares; 2025Q4: 40,795 shares; 2026Q1: 42,517 shares 42,517 $1.96M 0.03% +1,722 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,687 shares; 2025Q1: 15,917 shares; 2025Q2: 16,754 shares; 2025Q3: 19,088 shares; 2025Q4: 22,107 shares; 2026Q1: 28,161 shares 28,161 $1.96M 0.03% +6,054 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: not reported; 2026Q1: 33,265 shares 33,265 $1.95M 0.03% new 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; 2024Q2: restricted; 2024Q3: 3,931 shares; 2024Q4: 3,316 shares; 2025Q1: 3,302 shares; 2025Q2: 16,557 shares; 2025Q3: 16,732 shares; 2025Q4: 11,755 shares; 2026Q1: 20,753 shares 20,753 $1.95M 0.03% +8,998 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 13,394 shares; 2025Q1: 13,458 shares; 2025Q2: 25,234 shares; 2025Q3: 28,556 shares; 2025Q4: 16,406 shares; 2026Q1: 17,516 shares 17,516 $1.94M 0.03% +1,110 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 13,098 shares; 2025Q1: 12,932 shares; 2025Q2: 13,232 shares; 2025Q3: 12,836 shares; 2025Q4: 12,358 shares; 2026Q1: 8,639 shares 8,639 $1.94M 0.03% -3,719 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,739 shares; 2025Q1: 10,245 shares; 2025Q2: 7,601 shares; 2025Q3: 8,364 shares; 2025Q4: 8,455 shares; 2026Q1: 27,473 shares 27,473 $1.94M 0.03% +19,018 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,303 shares; 2024Q4: 40,656 shares; 2025Q1: 42,652 shares; 2025Q2: 47,737 shares; 2025Q3: 53,055 shares; 2025Q4: 55,278 shares; 2026Q1: 64,287 shares 64,287 $1.94M 0.03% +9,009 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 17,026 shares; 2025Q1: 16,614 shares; 2025Q2: 28,355 shares; 2025Q3: 26,506 shares; 2025Q4: 27,294 shares; 2026Q1: 26,730 shares 26,730 $1.93M 0.03% -564 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,231 shares; 2025Q3: 34,598 shares; 2025Q4: 51,276 shares; 2026Q1: 30,005 shares 30,005 $1.93M 0.03% -21,271 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 11,742 shares; 2025Q1: 10,458 shares; 2025Q2: 7,565 shares; 2025Q3: 9,901 shares; 2025Q4: 9,249 shares; 2026Q1: 7,222 shares 7,222 $1.92M 0.03% -2,027 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; 2024Q2: restricted; 2024Q3: 13,163 shares; 2024Q4: 17,696 shares; 2025Q1: 19,354 shares; 2025Q2: 19,886 shares; 2025Q3: 20,871 shares; 2025Q4: 16,207 shares; 2026Q1: 17,477 shares 17,477 $1.92M 0.03% +1,270 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,031 shares; 2025Q3: 14,332 shares; 2025Q4: 31,638 shares; 2026Q1: 45,160 shares 45,160 $1.92M 0.03% +13,522 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 6,828 shares; 2025Q1: 16,733 shares; 2025Q2: 32,080 shares; 2025Q3: 27,385 shares; 2025Q4: 28,059 shares; 2026Q1: 13,007 shares 13,007 $1.9M 0.03% -15,052 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,073 shares; 2024Q4: 11,452 shares; 2025Q1: 11,731 shares; 2025Q2: 12,847 shares; 2025Q3: 12,688 shares; 2025Q4: 12,528 shares; 2026Q1: 13,120 shares 13,120 $1.9M 0.03% +592 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,499 shares; 2024Q4: 37,094 shares; 2025Q1: 37,190 shares; 2025Q2: 37,025 shares; 2025Q3: 37,028 shares; 2025Q4: 37,170 shares; 2026Q1: 35,793 shares 35,793 $1.9M 0.03% -1,377 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,122 shares; 2024Q4: 34,238 shares; 2025Q1: 28,482 shares; 2025Q2: 37,067 shares; 2025Q3: 36,682 shares; 2025Q4: 40,095 shares; 2026Q1: 66,344 shares 66,344 $1.89M 0.03% +26,249 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,078 shares; 2024Q4: 17,957 shares; 2025Q1: 17,134 shares; 2025Q2: 40,124 shares; 2025Q3: 41,306 shares; 2025Q4: 39,572 shares; 2026Q1: 40,640 shares 40,640 $1.89M 0.03% +1,068 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,466 shares; 2025Q1: 10,239 shares; 2025Q2: 11,285 shares; 2025Q3: 12,993 shares; 2025Q4: 18,011 shares; 2026Q1: 24,969 shares 24,969 $1.88M 0.03% +6,958 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 15,359 shares; 2025Q1: 14,530 shares; 2025Q2: 11,497 shares; 2025Q3: 12,223 shares; 2025Q4: 14,025 shares; 2026Q1: 14,213 shares 14,213 $1.88M 0.02% +188 Timeline PRFZ 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; 2024Q2: restricted; 2024Q3: 34,298 shares; 2024Q4: 36,322 shares; 2025Q1: 40,870 shares; 2025Q2: 41,892 shares; 2025Q3: 41,899 shares; 2025Q4: 41,548 shares; 2026Q1: 40,764 shares 40,764 $1.87M 0.02% -784 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,014 shares; 2025Q4: 10,351 shares; 2026Q1: 9,117 shares 9,117 $1.87M 0.02% -1,234 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,388 shares; 2024Q4: 55,001 shares; 2025Q1: 55,107 shares; 2025Q2: 56,060 shares; 2025Q3: 61,158 shares; 2025Q4: 61,569 shares; 2026Q1: 62,227 shares 62,227 $1.86M 0.02% +658 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,918 shares; 2025Q3: 56,859 shares; 2025Q4: 56,859 shares; 2026Q1: 63,586 shares 63,586 $1.86M 0.02% +6,727 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,996 shares; 2025Q3: 36,373 shares; 2025Q4: 45,484 shares; 2026Q1: 75,037 shares 75,037 $1.86M 0.02% +29,553 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,739 shares; 2024Q4: 29,310 shares; 2025Q1: 28,037 shares; 2025Q2: 25,869 shares; 2025Q3: 25,915 shares; 2025Q4: 25,363 shares; 2026Q1: 27,139 shares 27,139 $1.85M 0.02% +1,776 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,804 shares; 2025Q1: 8,522 shares; 2025Q2: 8,393 shares; 2025Q3: 8,473 shares; 2025Q4: 8,460 shares; 2026Q1: 8,808 shares 8,808 $1.84M 0.02% +348 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 14,168 shares; 2025Q1: 14,285 shares; 2025Q2: 15,645 shares; 2025Q3: 15,725 shares; 2025Q4: 15,168 shares; 2026Q1: 13,644 shares 13,644 $1.84M 0.02% -1,524 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 1,691 shares; 2025Q1: 5,100 shares; 2025Q2: 6,230 shares; 2025Q3: 6,401 shares; 2025Q4: 5,537 shares; 2026Q1: 7,931 shares 7,931 $1.83M 0.02% +2,394 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,329 shares; 2024Q4: 30,060 shares; 2025Q1: 33,580 shares; 2025Q2: 23,273 shares; 2025Q3: 27,172 shares; 2025Q4: 27,863 shares; 2026Q1: 26,902 shares 26,902 $1.83M 0.02% -961 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,887 shares; 2024Q4: 14,273 shares; 2025Q1: 11,354 shares; 2025Q2: 15,411 shares; 2025Q3: 18,254 shares; 2025Q4: 16,204 shares; 2026Q1: 9,246 shares 9,246 $1.83M 0.02% -6,958 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 10,885 shares; 2025Q1: 9,916 shares; 2025Q2: 28,920 shares; 2025Q3: 45,677 shares; 2025Q4: 40,790 shares; 2026Q1: 49,084 shares 49,084 $1.82M 0.02% +8,294 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,243 shares; 2024Q4: 2,384 shares; 2025Q1: 2,181 shares; 2025Q2: 2,433 shares; 2025Q3: 11,621 shares; 2025Q4: 2,876 shares; 2026Q1: 6,129 shares 6,129 $1.82M 0.02% +3,253 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 3,399 shares; 2025Q1: 3,790 shares; 2025Q2: 3,314 shares; 2025Q3: 3,423 shares; 2025Q4: 3,614 shares; 2026Q1: 4,410 shares 4,410 $1.8M 0.02% +796 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,077 shares; 2024Q4: 24,500 shares; 2025Q1: 27,796 shares; 2025Q2: 30,741 shares; 2025Q3: 27,086 shares; 2025Q4: 28,759 shares; 2026Q1: 28,388 shares 28,388 $1.79M 0.02% -371 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,793 shares; 2025Q1: 30,026 shares; 2025Q2: 28,744 shares; 2025Q3: 31,164 shares; 2025Q4: 39,648 shares; 2026Q1: 62,326 shares 62,326 $1.79M 0.02% +22,678 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,916 shares; 2025Q3: 10,505 shares; 2025Q4: 12,793 shares; 2026Q1: 18,806 shares 18,806 $1.78M 0.02% +6,013 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,531 shares; 2024Q4: 2,437 shares; 2025Q1: 3,071 shares; 2025Q2: not reported; 2025Q3: 15,806 shares; 2025Q4: 26,451 shares; 2026Q1: 27,687 shares 27,687 $1.78M 0.02% +1,236 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,829 shares; 2025Q1: 23,383 shares; 2025Q2: 24,641 shares; 2025Q3: 25,158 shares; 2025Q4: 23,363 shares; 2026Q1: 21,977 shares 21,977 $1.77M 0.02% -1,386 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,231 shares; 2025Q3: 83,811 shares; 2025Q4: 87,201 shares; 2026Q1: 89,727 shares 89,727 $1.76M 0.02% +2,526 Timeline VSS 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; 2024Q2: restricted; 2024Q3: 10,827 shares; 2024Q4: 10,928 shares; 2025Q1: 11,577 shares; 2025Q2: 11,985 shares; 2025Q3: 11,948 shares; 2025Q4: 12,225 shares; 2026Q1: 12,049 shares 12,049 $1.76M 0.02% -176 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 10,446 shares; 2025Q1: 13,953 shares; 2025Q2: 35,131 shares; 2025Q3: 36,108 shares; 2025Q4: 38,003 shares; 2026Q1: 32,438 shares 32,438 $1.75M 0.02% -5,565 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,948 shares; 2024Q4: 19,714 shares; 2025Q1: 19,674 shares; 2025Q2: 20,086 shares; 2025Q3: 19,515 shares; 2025Q4: 18,212 shares; 2026Q1: 15,698 shares 15,698 $1.75M 0.02% -2,514 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,661 shares; 2024Q4: 95,039 shares; 2025Q1: 86,868 shares; 2025Q2: 86,111 shares; 2025Q3: 85,093 shares; 2025Q4: 79,510 shares; 2026Q1: 7,397 shares 7,397 $1.73M 0.02% -72,113 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,706 shares; 2024Q4: 19,688 shares; 2025Q1: 18,005 shares; 2025Q2: 15,521 shares; 2025Q3: 14,405 shares; 2025Q4: 24,711 shares; 2026Q1: 70,652 shares 70,652 $1.73M 0.02% +45,941 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,626 shares; 2025Q4: 63,408 shares; 2026Q1: 70,973 shares 70,973 $1.73M 0.02% +7,565 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,130 shares; 2024Q4: 33,100 shares; 2025Q1: 38,480 shares; 2025Q2: 48,859 shares; 2025Q3: 35,642 shares; 2025Q4: 31,723 shares; 2026Q1: 23,613 shares 23,613 $1.72M 0.02% -8,110 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,231 shares; 2025Q1: 78,224 shares; 2025Q2: 78,384 shares; 2025Q3: 79,532 shares; 2025Q4: 81,490 shares; 2026Q1: 77,912 shares 77,912 $1.72M 0.02% -3,578 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,839 shares; 2025Q3: 40,542 shares; 2025Q4: 36,277 shares; 2026Q1: 119,160 shares 119,160 $1.72M 0.02% +82,883 Timeline JEDI ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,194 shares 67,194 $1.72M 0.02% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,752 shares; 2024Q4: 27,255 shares; 2025Q1: 27,653 shares; 2025Q2: 30,465 shares; 2025Q3: 30,481 shares; 2025Q4: 30,924 shares; 2026Q1: 32,014 shares 32,014 $1.7M 0.02% +1,090 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 14,682 shares; 2025Q1: 15,252 shares; 2025Q2: 16,794 shares; 2025Q3: 16,782 shares; 2025Q4: 16,679 shares; 2026Q1: 17,240 shares 17,240 $1.7M 0.02% +561 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,758 shares; 2025Q4: 27,474 shares; 2026Q1: 50,997 shares 50,997 $1.7M 0.02% +23,523 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 631 shares; 2025Q2: 631 shares; 2025Q3: 606 shares; 2025Q4: 1,968 shares; 2026Q1: 1,992 shares 1,992 $1.69M 0.02% +24 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; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 10,240 shares; 2025Q1: 10,031 shares; 2025Q2: 6,475 shares; 2025Q3: 6,633 shares; 2025Q4: 7,012 shares; 2026Q1: 4,054 shares 4,054 $1.69M 0.02% -2,958 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,031 shares; 2024Q4: 38,137 shares; 2025Q1: 66,772 shares; 2025Q2: 74,451 shares; 2025Q3: 74,936 shares; 2025Q4: 79,318 shares; 2026Q1: 98,325 shares 98,325 $1.69M 0.02% +19,007 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,807 shares; 2025Q3: 15,148 shares; 2025Q4: 15,105 shares; 2026Q1: 22,354 shares 22,354 $1.68M 0.02% +7,249 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,830 shares; 2025Q1: 33,830 shares; 2025Q2: 33,686 shares; 2025Q3: 39,700 shares; 2025Q4: 39,700 shares; 2026Q1: 38,968 shares 38,968 $1.68M 0.02% -732 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 142,453 shares; 2025Q1: 88,429 shares; 2025Q2: 90,411 shares; 2025Q3: 97,865 shares; 2025Q4: 39,471 shares; 2026Q1: 39,082 shares 39,082 $1.67M 0.02% -389 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,369 shares; 2025Q3: 19,469 shares; 2025Q4: 94,869 shares; 2026Q1: 112,194 shares 112,194 $1.66M 0.02% +17,325 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,528 shares; 2024Q4: 36,230 shares; 2025Q1: 34,047 shares; 2025Q2: 47,161 shares; 2025Q3: 44,450 shares; 2025Q4: 40,240 shares; 2026Q1: 40,260 shares 40,260 $1.66M 0.02% +20 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,410 shares; 2024Q4: 19,133 shares; 2025Q1: 23,804 shares; 2025Q2: 47,793 shares; 2025Q3: 50,453 shares; 2025Q4: 49,353 shares; 2026Q1: 44,909 shares 44,909 $1.65M 0.02% -4,444 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,198 shares; 2024Q4: 77,331 shares; 2025Q1: 116,636 shares; 2025Q2: 47,517 shares; 2025Q3: 50,738 shares; 2025Q4: 62,774 shares; 2026Q1: 65,983 shares 65,983 $1.65M 0.02% +3,209 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 7,434 shares; 2025Q1: 18,983 shares; 2025Q2: 19,822 shares; 2025Q3: 32,435 shares; 2025Q4: 32,747 shares; 2026Q1: 33,012 shares 33,012 $1.65M 0.02% +265 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 14,578 shares; 2025Q1: 15,384 shares; 2025Q2: 15,523 shares; 2025Q3: 15,733 shares; 2025Q4: 35,971 shares; 2026Q1: 34,190 shares 34,190 $1.65M 0.02% -1,781 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,068 shares; 2024Q4: 51,772 shares; 2025Q1: 45,329 shares; 2025Q2: 50,283 shares; 2025Q3: 50,724 shares; 2025Q4: 55,794 shares; 2026Q1: 54,287 shares 54,287 $1.65M 0.02% -1,507 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,400 shares; 2024Q4: 11,929 shares; 2025Q1: 11,882 shares; 2025Q2: 9,194 shares; 2025Q3: 9,167 shares; 2025Q4: 18,478 shares; 2026Q1: 18,976 shares 18,976 $1.64M 0.02% +498 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,427 shares; 2024Q4: 26,795 shares; 2025Q1: 27,082 shares; 2025Q2: 37,157 shares; 2025Q3: 35,296 shares; 2025Q4: 26,722 shares; 2026Q1: 29,393 shares 29,393 $1.64M 0.02% +2,671 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 9,958 shares; 2025Q1: 13,925 shares; 2025Q2: 17,935 shares; 2025Q3: 9,237 shares; 2025Q4: 8,883 shares; 2026Q1: 9,692 shares 9,692 $1.64M 0.02% +809 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,449 shares; 2025Q1: 106,773 shares; 2025Q2: 111,324 shares; 2025Q3: 110,280 shares; 2025Q4: 97,633 shares; 2026Q1: 71,802 shares 71,802 $1.63M 0.02% -25,831 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 37,138 shares; 2025Q1: 37,138 shares; 2025Q2: 36,718 shares; 2025Q3: 36,718 shares; 2025Q4: 42,308 shares; 2026Q1: 41,908 shares 41,908 $1.63M 0.02% -400 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,219 shares; 2024Q4: 47,850 shares; 2025Q1: 56,713 shares; 2025Q2: 15,213 shares; 2025Q3: 15,001 shares; 2025Q4: 32,645 shares; 2026Q1: 33,855 shares 33,855 $1.62M 0.02% +1,210 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,627 shares; 2024Q4: 13,398 shares; 2025Q1: 12,256 shares; 2025Q2: 12,588 shares; 2025Q3: 12,680 shares; 2025Q4: 12,918 shares; 2026Q1: 19,117 shares 19,117 $1.61M 0.02% +6,199 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,827 shares; 2025Q3: 17,652 shares; 2025Q4: 18,062 shares; 2026Q1: 16,992 shares 16,992 $1.61M 0.02% -1,070 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; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 25,688 shares; 2025Q1: 28,550 shares; 2025Q2: 54,228 shares; 2025Q3: 50,247 shares; 2025Q4: 57,639 shares; 2026Q1: 67,161 shares 67,161 $1.6M 0.02% +9,522 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 8,598 shares; 2025Q1: 13,091 shares; 2025Q2: 8,499 shares; 2025Q3: 8,868 shares; 2025Q4: 13,631 shares; 2026Q1: 14,690 shares 14,690 $1.6M 0.02% +1,059 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,392 shares; 2024Q4: 49,386 shares; 2025Q1: 49,429 shares; 2025Q2: 34,726 shares; 2025Q3: 22,430 shares; 2025Q4: 21,844 shares; 2026Q1: 25,718 shares 25,718 $1.59M 0.02% +3,874 Timeline JHMD 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,290 shares; 2025Q4: 35,202 shares; 2026Q1: 37,452 shares 37,452 $1.59M 0.02% +2,250 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,711 shares; 2024Q4: 21,636 shares; 2025Q1: 23,196 shares; 2025Q2: 21,730 shares; 2025Q3: 21,921 shares; 2025Q4: 16,485 shares; 2026Q1: 19,595 shares 19,595 $1.58M 0.02% +3,110 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; 2024Q2: restricted; 2024Q3: 15,293 shares; 2024Q4: 6,317 shares; 2025Q1: 4,866 shares; 2025Q2: 4,790 shares; 2025Q3: 4,990 shares; 2025Q4: 5,347 shares; 2026Q1: 5,661 shares 5,661 $1.57M 0.02% +314 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,345 shares; 2024Q4: 77,022 shares; 2025Q1: 58,983 shares; 2025Q2: 60,029 shares; 2025Q3: 62,096 shares; 2025Q4: 60,945 shares; 2026Q1: 62,672 shares 62,672 $1.57M 0.02% +1,727 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,782 shares; 2025Q3: 2,289 shares; 2025Q4: 7,531 shares; 2026Q1: 7,781 shares 7,781 $1.57M 0.02% +250 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,156 shares; 2024Q4: 35,939 shares; 2025Q1: 35,939 shares; 2025Q2: 36,098 shares; 2025Q3: 35,753 shares; 2025Q4: 36,992 shares; 2026Q1: 36,777 shares 36,777 $1.56M 0.02% -215 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; 2024Q2: restricted; 2024Q3: 14,188 shares; 2024Q4: 14,252 shares; 2025Q1: 14,237 shares; 2025Q2: 16,680 shares; 2025Q3: 17,189 shares; 2025Q4: 11,523 shares; 2026Q1: 11,515 shares 11,515 $1.56M 0.02% -8 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,904 shares; 2024Q4: 13,492 shares; 2025Q1: 11,586 shares; 2025Q2: 10,123 shares; 2025Q3: 10,713 shares; 2025Q4: 16,064 shares; 2026Q1: 12,181 shares 12,181 $1.56M 0.02% -3,883 Timeline SPHQ 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; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 18,787 shares; 2025Q1: 19,512 shares; 2025Q2: 21,456 shares; 2025Q3: 21,255 shares; 2025Q4: 21,067 shares; 2026Q1: 20,591 shares 20,591 $1.55M 0.02% -476 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,996 shares; 2024Q4: 30,917 shares; 2025Q1: 28,565 shares; 2025Q2: 25,262 shares; 2025Q3: 25,128 shares; 2025Q4: 26,026 shares; 2026Q1: 25,036 shares 25,036 $1.53M 0.02% -990 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 15,331 shares; 2025Q1: 20,240 shares; 2025Q2: 18,479 shares; 2025Q3: 13,766 shares; 2025Q4: 14,391 shares; 2026Q1: 16,396 shares 16,396 $1.52M 0.02% +2,005 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,897 shares; 2024Q4: 20,754 shares; 2025Q1: 18,411 shares; 2025Q2: 18,775 shares; 2025Q3: 21,867 shares; 2025Q4: 20,685 shares; 2026Q1: 20,730 shares 20,730 $1.52M 0.02% +45 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,590 shares; 2024Q4: 90,672 shares; 2025Q1: 63,127 shares; 2025Q2: 33,969 shares; 2025Q3: 33,969 shares; 2025Q4: 41,932 shares; 2026Q1: 42,226 shares 42,226 $1.52M 0.02% +294 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,746 shares; 2024Q4: 14,917 shares; 2025Q1: 14,209 shares; 2025Q2: 14,325 shares; 2025Q3: 23,767 shares; 2025Q4: 29,726 shares; 2026Q1: 16,221 shares 16,221 $1.51M 0.02% -13,505 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,615 shares; 2025Q2: 15,174 shares; 2025Q3: 15,116 shares; 2025Q4: 28,679 shares; 2026Q1: 39,218 shares 39,218 $1.51M 0.02% +10,539 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,652 shares; 2024Q4: 21,098 shares; 2025Q1: 16,694 shares; 2025Q2: 20,245 shares; 2025Q3: 22,667 shares; 2025Q4: 24,641 shares; 2026Q1: 34,906 shares 34,906 $1.5M 0.02% +10,265 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,511 shares; 2025Q3: 7,885 shares; 2025Q4: 8,360 shares; 2026Q1: 30,134 shares 30,134 $1.5M 0.02% +21,774 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 15,105 shares; 2025Q1: 14,842 shares; 2025Q2: 14,521 shares; 2025Q3: 11,325 shares; 2025Q4: 9,428 shares; 2026Q1: 12,341 shares 12,341 $1.5M 0.02% +2,913 Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,621 shares; 2025Q3: 55,621 shares; 2025Q4: 55,621 shares; 2026Q1: 51,623 shares 51,623 $1.49M 0.02% -3,998 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,693 shares; 2025Q2: not reported; 2025Q3: 6,942 shares; 2025Q4: 7,033 shares; 2026Q1: 51,763 shares 51,763 $1.49M 0.02% +44,730 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,057 shares; 2024Q4: 46,053 shares; 2025Q1: 50,492 shares; 2025Q2: 63,715 shares; 2025Q3: 66,084 shares; 2025Q4: 59,745 shares; 2026Q1: 63,990 shares 63,990 $1.49M 0.02% +4,245 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,171 shares; 2025Q2: 4,717 shares; 2025Q3: 4,696 shares; 2025Q4: 4,740 shares; 2026Q1: 5,279 shares 5,279 $1.48M 0.02% +539 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,366 shares; 2024Q4: 11,269 shares; 2025Q1: 11,200 shares; 2025Q2: 11,197 shares; 2025Q3: 11,193 shares; 2025Q4: 11,193 shares; 2026Q1: 11,315 shares 11,315 $1.48M 0.02% +122 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,258 shares; 2025Q1: not reported; 2025Q2: 11,470 shares; 2025Q3: 12,900 shares; 2025Q4: 13,074 shares; 2026Q1: 12,905 shares 12,905 $1.48M 0.02% -169 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,079 shares; 2024Q4: 108,484 shares; 2025Q1: 111,126 shares; 2025Q2: 103,624 shares; 2025Q3: 94,197 shares; 2025Q4: 62,314 shares; 2026Q1: 54,973 shares 54,973 $1.48M 0.02% -7,341 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,083 shares; 2025Q4: 26,910 shares; 2026Q1: 31,380 shares 31,380 $1.47M 0.02% +4,470 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,864 shares; 2026Q1: 48,665 shares 48,665 $1.47M 0.02% -1,199 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,677 shares; 2024Q4: 30,307 shares; 2025Q1: 27,950 shares; 2025Q2: 33,716 shares; 2025Q3: 26,808 shares; 2025Q4: 25,838 shares; 2026Q1: 28,970 shares 28,970 $1.47M 0.02% +3,132 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; 2024Q2: restricted; 2024Q3: 5,625 shares; 2024Q4: 5,496 shares; 2025Q1: 4,930 shares; 2025Q2: 6,569 shares; 2025Q3: 7,317 shares; 2025Q4: 7,318 shares; 2026Q1: 6,714 shares 6,714 $1.47M 0.02% -604 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,099 shares; 2024Q4: 5,843 shares; 2025Q1: 5,445 shares; 2025Q2: 5,312 shares; 2025Q3: 15,516 shares; 2025Q4: 21,580 shares; 2026Q1: 10,915 shares 10,915 $1.47M 0.02% -10,665 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; 2024Q2: restricted; 2024Q3: 3,604 shares; 2024Q4: 4,420 shares; 2025Q1: 4,375 shares; 2025Q2: 5,167 shares; 2025Q3: 4,919 shares; 2025Q4: 4,922 shares; 2026Q1: 5,500 shares 5,500 $1.47M 0.02% +578 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,359 shares; 2024Q4: 16,536 shares; 2025Q1: 17,856 shares; 2025Q2: 28,003 shares; 2025Q3: 27,301 shares; 2025Q4: 27,097 shares; 2026Q1: 26,035 shares 26,035 $1.47M 0.02% -1,062 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,167 shares; 2024Q4: 9,591 shares; 2025Q1: 9,641 shares; 2025Q2: 44,713 shares; 2025Q3: 39,632 shares; 2025Q4: 35,650 shares; 2026Q1: 31,618 shares 31,618 $1.46M 0.02% -4,032 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,499 shares; 2024Q4: 88,988 shares; 2025Q1: 60,107 shares; 2025Q2: 59,628 shares; 2025Q3: 60,531 shares; 2025Q4: 64,531 shares; 2026Q1: 62,975 shares 62,975 $1.46M 0.02% -1,556 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 10,523 shares; 2025Q1: 6,603 shares; 2025Q2: 9,580 shares; 2025Q3: 8,464 shares; 2025Q4: 15,325 shares; 2026Q1: 16,442 shares 16,442 $1.45M 0.02% +1,117 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,622 shares; 2024Q4: 39,385 shares; 2025Q1: 52,975 shares; 2025Q2: 52,477 shares; 2025Q3: 58,248 shares; 2025Q4: 156,954 shares; 2026Q1: 92,148 shares 92,148 $1.45M 0.02% -64,806 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 11,831 shares; 2026Q1: 21,113 shares 21,113 $1.44M 0.02% +9,282 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 25,629 shares; 2025Q1: 22,060 shares; 2025Q2: 18,286 shares; 2025Q3: 28,607 shares; 2025Q4: 28,184 shares; 2026Q1: 28,176 shares 28,176 $1.43M 0.02% -8 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,729 shares; 2024Q4: 91,510 shares; 2025Q1: 75,576 shares; 2025Q2: 80,582 shares; 2025Q3: 78,993 shares; 2025Q4: 75,258 shares; 2026Q1: 71,076 shares 71,076 $1.43M 0.02% -4,182 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,817 shares; 2024Q4: 13,067 shares; 2025Q1: 14,255 shares; 2025Q2: 14,977 shares; 2025Q3: 10,799 shares; 2025Q4: 11,265 shares; 2026Q1: 12,122 shares 12,122 $1.42M 0.02% +857 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; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,451 shares; 2025Q1: 5,217 shares; 2025Q2: 5,371 shares; 2025Q3: 5,657 shares; 2025Q4: 5,397 shares; 2026Q1: 5,305 shares 5,305 $1.42M 0.02% -92 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,448 shares; 2024Q4: 20,460 shares; 2025Q1: 14,579 shares; 2025Q2: 16,577 shares; 2025Q3: 20,881 shares; 2025Q4: 14,783 shares; 2026Q1: 15,518 shares 15,518 $1.41M 0.02% +735 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,247 shares; 2025Q2: 9,793 shares; 2025Q3: 12,007 shares; 2025Q4: 12,696 shares; 2026Q1: 14,988 shares 14,988 $1.41M 0.02% +2,292 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,137 shares; 2024Q4: 63,345 shares; 2025Q1: 70,668 shares; 2025Q2: 73,671 shares; 2025Q3: 72,606 shares; 2025Q4: 36,456 shares; 2026Q1: 39,494 shares 39,494 $1.4M 0.02% +3,038 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,609 shares; 2024Q4: 35,079 shares; 2025Q1: 63,799 shares; 2025Q2: 53,211 shares; 2025Q3: 45,448 shares; 2025Q4: 66,304 shares; 2026Q1: 33,642 shares 33,642 $1.4M 0.02% -32,662 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,307 shares; 2025Q1: 7,839 shares; 2025Q2: 11,421 shares; 2025Q3: 13,507 shares; 2025Q4: 11,159 shares; 2026Q1: 14,171 shares 14,171 $1.39M 0.02% +3,012 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,666 shares 40,666 $1.39M 0.02% new 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; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 7,859 shares; 2025Q1: 8,335 shares; 2025Q2: 5,509 shares; 2025Q3: 5,493 shares; 2025Q4: 7,017 shares; 2026Q1: 7,115 shares 7,115 $1.39M 0.02% +98 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,946 shares; 2025Q1: 7,922 shares; 2025Q2: 4,690 shares; 2025Q3: 5,972 shares; 2025Q4: 6,672 shares; 2026Q1: 6,736 shares 6,736 $1.39M 0.02% +64 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,331 shares; 2025Q1: 37,331 shares; 2025Q2: 37,331 shares; 2025Q3: 36,742 shares; 2025Q4: 36,621 shares; 2026Q1: 35,920 shares 35,920 $1.39M 0.02% -701 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,604 shares; 2025Q4: 8,960 shares; 2026Q1: 11,765 shares 11,765 $1.39M 0.02% +2,805 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,369 shares; 2024Q4: 88,416 shares; 2025Q1: 74,352 shares; 2025Q2: 13,768 shares; 2025Q3: 9,890 shares; 2025Q4: 11,849 shares; 2026Q1: 17,637 shares 17,637 $1.39M 0.02% +5,788 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,094 shares; 2024Q4: 22,670 shares; 2025Q1: 8,977 shares; 2025Q2: 7,206 shares; 2025Q3: 7,009 shares; 2025Q4: 6,488 shares; 2026Q1: 5,049 shares 5,049 $1.37M 0.02% -1,439 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,003 shares; 2024Q4: 57,400 shares; 2025Q1: 39,291 shares; 2025Q2: 32,303 shares; 2025Q3: 28,468 shares; 2025Q4: 26,863 shares; 2026Q1: 27,586 shares 27,586 $1.37M 0.02% +723 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,252 shares; 2024Q4: 10,253 shares; 2025Q1: 15,511 shares; 2025Q2: 15,211 shares; 2025Q3: 15,328 shares; 2025Q4: 9,870 shares; 2026Q1: 18,167 shares 18,167 $1.37M 0.02% +8,297 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,149 shares; 2024Q4: 34,657 shares; 2025Q1: 34,285 shares; 2025Q2: 36,982 shares; 2025Q3: 41,323 shares; 2025Q4: 41,109 shares; 2026Q1: 42,035 shares 42,035 $1.36M 0.02% +926 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,451 shares; 2024Q4: 42,710 shares; 2025Q1: 28,060 shares; 2025Q2: 24,538 shares; 2025Q3: 24,363 shares; 2025Q4: 24,198 shares; 2026Q1: 23,568 shares 23,568 $1.36M 0.02% -630 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,958 shares; 2024Q4: 3,396 shares; 2025Q1: 7,057 shares; 2025Q2: 10,043 shares; 2025Q3: 8,517 shares; 2025Q4: 12,438 shares; 2026Q1: 18,615 shares 18,615 $1.36M 0.02% +6,177 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,325 shares; 2025Q1: 1,802 shares; 2025Q2: 3,117 shares; 2025Q3: 2,695 shares; 2025Q4: 2,895 shares; 2026Q1: 3,335 shares 3,335 $1.36M 0.02% +440 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,685 shares; 2025Q3: 51,065 shares; 2025Q4: 51,065 shares; 2026Q1: 51,653 shares 51,653 $1.35M 0.02% +588 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,467 shares; 2025Q4: 33,727 shares; 2026Q1: 65,320 shares 65,320 $1.35M 0.02% +31,593 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 10,689 shares; 2025Q1: 10,626 shares; 2025Q2: 10,693 shares; 2025Q3: 10,767 shares; 2025Q4: 10,844 shares; 2026Q1: 10,742 shares 10,742 $1.34M 0.02% -102 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,191 shares; 2024Q4: 15,790 shares; 2025Q1: 17,894 shares; 2025Q2: 15,356 shares; 2025Q3: 15,458 shares; 2025Q4: 16,451 shares; 2026Q1: 13,150 shares 13,150 $1.34M 0.02% -3,301 Timeline TDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,828 shares 54,828 $1.33M 0.02% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,831 shares; 2024Q4: 23,962 shares; 2025Q1: 23,867 shares; 2025Q2: 30,025 shares; 2025Q3: 30,025 shares; 2025Q4: 30,025 shares; 2026Q1: 28,980 shares 28,980 $1.33M 0.02% -1,045 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,943 shares; 2024Q4: 27,885 shares; 2025Q1: 29,596 shares; 2025Q2: 40,154 shares; 2025Q3: 37,684 shares; 2025Q4: 94,971 shares; 2026Q1: 59,021 shares 59,021 $1.33M 0.02% -35,950 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 17,146 shares; 2025Q1: 18,616 shares; 2025Q2: 19,640 shares; 2025Q3: 20,928 shares; 2025Q4: 20,373 shares; 2026Q1: 22,984 shares 22,984 $1.32M 0.02% +2,611 Timeline FMUB 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,977 shares; 2025Q4: 23,216 shares; 2026Q1: 26,132 shares 26,132 $1.32M 0.02% +2,916 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,143 shares; 2024Q4: 4,554 shares; 2025Q1: 4,753 shares; 2025Q2: 1,339 shares; 2025Q3: 2,192 shares; 2025Q4: 5,944 shares; 2026Q1: 6,390 shares 6,390 $1.32M 0.02% +446 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,244 shares; 2024Q4: 15,991 shares; 2025Q1: 16,018 shares; 2025Q2: 31,484 shares; 2025Q3: 31,484 shares; 2025Q4: 31,484 shares; 2026Q1: 33,134 shares 33,134 $1.32M 0.02% +1,650 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,505 shares; 2026Q1: 14,313 shares 14,313 $1.31M 0.02% +2,808 Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,050 shares; 2025Q4: 24,150 shares; 2026Q1: 53,988 shares 53,988 $1.31M 0.02% +29,838 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,467 shares; 2025Q1: 6,922 shares; 2025Q2: 7,219 shares; 2025Q3: 7,911 shares; 2025Q4: 8,148 shares; 2026Q1: 9,139 shares 9,139 $1.3M 0.02% +991 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,082 shares; 2024Q4: 21,752 shares; 2025Q1: 22,094 shares; 2025Q2: 22,457 shares; 2025Q3: 22,569 shares; 2025Q4: 22,467 shares; 2026Q1: 26,751 shares 26,751 $1.3M 0.02% +4,284 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,880 shares; 2025Q1: 13,885 shares; 2025Q2: 10,129 shares; 2025Q3: 16,765 shares; 2025Q4: 22,276 shares; 2026Q1: 26,761 shares 26,761 $1.29M 0.02% +4,485 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,283 shares; 2024Q4: 21,208 shares; 2025Q1: 27,508 shares; 2025Q2: 27,549 shares; 2025Q3: 21,872 shares; 2025Q4: 19,888 shares; 2026Q1: 19,804 shares 19,804 $1.29M 0.02% -84 Timeline CWH CAMPING WORLD HLDGS INC More: the full row for CAMPING WORLD HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,904 shares; 2025Q4: not reported; 2026Q1: 188,147 shares 188,147 $1.29M 0.02% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,822 shares; 2025Q4: 53,233 shares; 2026Q1: 50,086 shares 50,086 $1.28M 0.02% -3,147 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,546 shares 48,546 $1.27M 0.02% new Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,571 shares; 2024Q4: 220,959 shares; 2025Q1: 228,936 shares; 2025Q2: 52,495 shares; 2025Q3: 68,353 shares; 2025Q4: 59,816 shares; 2026Q1: 37,328 shares 37,328 $1.27M 0.02% -22,488 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,974 shares; 2026Q1: 59,293 shares 59,293 $1.27M 0.02% +4,319 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; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 11,450 shares; 2025Q1: 13,660 shares; 2025Q2: 8,248 shares; 2025Q3: 8,656 shares; 2025Q4: 13,956 shares; 2026Q1: 18,773 shares 18,773 $1.26M 0.02% +4,817 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,364 shares; 2025Q2: 40,698 shares; 2025Q3: 47,043 shares; 2025Q4: 22,942 shares; 2026Q1: 29,442 shares 29,442 $1.26M 0.02% +6,500 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; 2024Q2: restricted; 2024Q3: 26,721 shares; 2024Q4: 28,296 shares; 2025Q1: 12,016 shares; 2025Q2: 11,664 shares; 2025Q3: 12,149 shares; 2025Q4: 11,724 shares; 2026Q1: 12,356 shares 12,356 $1.26M 0.02% +632 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,430 shares; 2024Q4: 66,200 shares; 2025Q1: 64,491 shares; 2025Q2: 64,723 shares; 2025Q3: 47,188 shares; 2025Q4: 56,576 shares; 2026Q1: 51,953 shares 51,953 $1.26M 0.02% -4,623 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,786 shares; 2024Q4: 3,135 shares; 2025Q1: 3,747 shares; 2025Q2: not reported; 2025Q3: 2,348 shares; 2025Q4: 2,779 shares; 2026Q1: 9,880 shares 9,880 $1.26M 0.02% +7,101 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,340 shares; 2024Q4: 17,225 shares; 2025Q1: 17,642 shares; 2025Q2: 16,632 shares; 2025Q3: 16,118 shares; 2025Q4: 13,818 shares; 2026Q1: 9,928 shares 9,928 $1.25M 0.02% -3,890 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,876 shares; 2024Q4: 35,549 shares; 2025Q1: 37,457 shares; 2025Q2: 41,432 shares; 2025Q3: 45,912 shares; 2025Q4: 43,496 shares; 2026Q1: 42,517 shares 42,517 $1.25M 0.02% -979 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,356 shares; 2024Q4: 57,121 shares; 2025Q1: 60,677 shares; 2025Q2: 69,823 shares; 2025Q3: 89,675 shares; 2025Q4: 58,976 shares; 2026Q1: 18,367 shares 18,367 $1.24M 0.02% -40,609 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,609 shares; 2025Q1: 2,007 shares; 2025Q2: 4,310 shares; 2025Q3: 6,177 shares; 2025Q4: 3,165 shares; 2026Q1: 4,184 shares 4,184 $1.24M 0.02% +1,019 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,308 shares; 2025Q1: 3,471 shares; 2025Q2: 3,756 shares; 2025Q3: 3,855 shares; 2025Q4: 3,892 shares; 2026Q1: 2,831 shares 2,831 $1.24M 0.02% -1,061 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; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 6,038 shares; 2025Q1: 5,779 shares; 2025Q2: 6,097 shares; 2025Q3: 6,001 shares; 2025Q4: 5,944 shares; 2026Q1: 4,374 shares 4,374 $1.23M 0.02% -1,570 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,397 shares; 2024Q4: 23,704 shares; 2025Q1: 19,920 shares; 2025Q2: 22,221 shares; 2025Q3: 22,858 shares; 2025Q4: 23,176 shares; 2026Q1: 24,330 shares 24,330 $1.23M 0.02% +1,154 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,518 shares; 2024Q4: 11,819 shares; 2025Q1: 16,041 shares; 2025Q2: 15,339 shares; 2025Q3: 15,299 shares; 2025Q4: 18,511 shares; 2026Q1: 20,692 shares 20,692 $1.23M 0.02% +2,181 Timeline XLRE 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; 2024Q2: restricted; 2024Q3: 44,978 shares; 2024Q4: 41,907 shares; 2025Q1: 52,939 shares; 2025Q2: 16,093 shares; 2025Q3: 26,838 shares; 2025Q4: 27,523 shares; 2026Q1: 29,887 shares 29,887 $1.22M 0.02% +2,364 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,425 shares; 2024Q4: 30,818 shares; 2025Q1: 30,214 shares; 2025Q2: 30,143 shares; 2025Q3: 29,593 shares; 2025Q4: 29,373 shares; 2026Q1: 30,745 shares 30,745 $1.22M 0.02% +1,372 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,732 shares; 2024Q4: 7,944 shares; 2025Q1: 7,653 shares; 2025Q2: 7,677 shares; 2025Q3: 7,651 shares; 2025Q4: 9,055 shares; 2026Q1: 9,570 shares 9,570 $1.22M 0.02% +515 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 55,736 shares; 2025Q1: 55,456 shares; 2025Q2: 100,254 shares; 2025Q3: 25,872 shares; 2025Q4: 28,694 shares; 2026Q1: 35,300 shares 35,300 $1.21M 0.02% +6,606 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,522 shares; 2024Q4: 18,315 shares; 2025Q1: 13,972 shares; 2025Q2: 10,900 shares; 2025Q3: 12,171 shares; 2025Q4: 22,223 shares; 2026Q1: 24,120 shares 24,120 $1.21M 0.02% +1,897 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,116 shares 24,116 $1.2M 0.02% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,614 shares; 2024Q4: 50,495 shares; 2025Q1: 65,561 shares; 2025Q2: 66,519 shares; 2025Q3: 85,820 shares; 2025Q4: 116,978 shares; 2026Q1: 85,452 shares 85,452 $1.2M 0.02% -31,526 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,237 shares; 2026Q1: 5,039 shares 5,039 $1.2M 0.02% +3,802 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,543 shares; 2025Q1: 48,043 shares; 2025Q2: 48,179 shares; 2025Q3: 64,564 shares; 2025Q4: 61,964 shares; 2026Q1: 39,261 shares 39,261 $1.2M 0.02% -22,703 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,586 shares; 2024Q4: 27,812 shares; 2025Q1: 24,866 shares; 2025Q2: 13,403 shares; 2025Q3: 21,348 shares; 2025Q4: 19,744 shares; 2026Q1: 25,201 shares 25,201 $1.19M 0.02% +5,457 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,539 shares; 2024Q4: 31,425 shares; 2025Q1: 31,062 shares; 2025Q2: 32,298 shares; 2025Q3: 36,508 shares; 2025Q4: 36,375 shares; 2026Q1: 36,296 shares 36,296 $1.19M 0.02% -79 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,548 shares; 2025Q1: 12,989 shares; 2025Q2: 11,205 shares; 2025Q3: 9,976 shares; 2025Q4: 15,463 shares; 2026Q1: 16,575 shares 16,575 $1.19M 0.02% +1,112 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,754 shares; 2024Q4: 14,653 shares; 2025Q1: 14,690 shares; 2025Q2: 14,727 shares; 2025Q3: 13,967 shares; 2025Q4: 10,762 shares; 2026Q1: 15,576 shares 15,576 $1.19M 0.02% +4,814 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,475 shares; 2024Q4: not reported; 2025Q1: 17,116 shares; 2025Q2: 21,142 shares; 2025Q3: 22,092 shares; 2025Q4: 24,397 shares; 2026Q1: 23,925 shares 23,925 $1.19M 0.02% -472 Timeline RFV 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,943 shares; 2025Q1: 4,939 shares; 2025Q2: 6,683 shares; 2025Q3: 7,038 shares; 2025Q4: 7,486 shares; 2026Q1: 9,119 shares 9,119 $1.19M 0.02% +1,633 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 482 shares; 2025Q1: 478 shares; 2025Q2: 1,854 shares; 2025Q3: 2,070 shares; 2025Q4: 2,542 shares; 2026Q1: 3,136 shares 3,136 $1.18M 0.02% +594 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,688 shares; 2025Q2: not reported; 2025Q3: 38 shares; 2025Q4: 26,510 shares; 2026Q1: 30,684 shares 30,684 $1.18M 0.02% +4,174 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,778 shares; 2024Q4: 2,399 shares; 2025Q1: 2,277 shares; 2025Q2: 3,833 shares; 2025Q3: 6,427 shares; 2025Q4: 4,515 shares; 2026Q1: 4,030 shares 4,030 $1.18M 0.02% -485 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; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 8,184 shares; 2025Q1: 9,210 shares; 2025Q2: 11,840 shares; 2025Q3: 12,077 shares; 2025Q4: 7,537 shares; 2026Q1: 39,117 shares 39,117 $1.18M 0.02% +31,580 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,211 shares; 2025Q3: 12,278 shares; 2025Q4: 34,178 shares; 2026Q1: 37,274 shares 37,274 $1.18M 0.02% +3,096 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 636 shares; 2025Q4: not reported; 2026Q1: 138,897 shares 138,897 $1.18M 0.02% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,059 shares; 2024Q4: 32,708 shares; 2025Q1: 12,291 shares; 2025Q2: 13,306 shares; 2025Q3: 13,209 shares; 2025Q4: 11,790 shares; 2026Q1: 16,702 shares 16,702 $1.18M 0.02% +4,912 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,914 shares; 2024Q4: 16,872 shares; 2025Q1: 15,908 shares; 2025Q2: 15,080 shares; 2025Q3: 14,453 shares; 2025Q4: 14,473 shares; 2026Q1: 11,009 shares 11,009 $1.17M 0.02% -3,464 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,360 shares; 2024Q4: 22,129 shares; 2025Q1: 21,441 shares; 2025Q2: 21,030 shares; 2025Q3: 21,605 shares; 2025Q4: 16,783 shares; 2026Q1: 16,494 shares 16,494 $1.17M 0.02% -289 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,522 shares; 2024Q4: 34,729 shares; 2025Q1: 32,154 shares; 2025Q2: 32,294 shares; 2025Q3: 32,948 shares; 2025Q4: 33,023 shares; 2026Q1: 43,999 shares 43,999 $1.17M 0.02% +10,976 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,629 shares; 2025Q1: 10,362 shares; 2025Q2: 16,764 shares; 2025Q3: 17,403 shares; 2025Q4: 34,748 shares; 2026Q1: 38,960 shares 38,960 $1.17M 0.02% +4,212 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,227 shares; 2025Q2: 237,397 shares; 2025Q3: 237,397 shares; 2025Q4: 238,677 shares; 2026Q1: 242,377 shares 242,377 $1.17M 0.02% +3,700 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,963 shares; 2025Q4: not reported; 2026Q1: 21,028 shares 21,028 $1.16M 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,788 shares; 2024Q4: 39,727 shares; 2025Q1: 39,839 shares; 2025Q2: 15,950 shares; 2025Q3: 14,752 shares; 2025Q4: 15,497 shares; 2026Q1: 17,468 shares 17,468 $1.16M 0.02% +1,971 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; 2024Q2: restricted; 2024Q3: 42,574 shares; 2024Q4: 42,409 shares; 2025Q1: 43,496 shares; 2025Q2: 44,988 shares; 2025Q3: 42,251 shares; 2025Q4: 35,250 shares; 2026Q1: 31,635 shares 31,635 $1.15M 0.02% -3,615 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,979 shares; 2024Q4: 14,979 shares; 2025Q1: 14,979 shares; 2025Q2: 32,808 shares; 2025Q3: 32,461 shares; 2025Q4: 32,461 shares; 2026Q1: 34,461 shares 34,461 $1.15M 0.02% +2,000 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 2,326 shares; 2025Q1: 2,883 shares; 2025Q2: 1,496 shares; 2025Q3: 2,560 shares; 2025Q4: 3,374 shares; 2026Q1: 8,623 shares 8,623 $1.15M 0.02% +5,249 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,503 shares; 2024Q4: 15,820 shares; 2025Q1: 17,895 shares; 2025Q2: 19,442 shares; 2025Q3: 19,446 shares; 2025Q4: 26,855 shares; 2026Q1: 28,381 shares 28,381 $1.15M 0.02% +1,526 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,160 shares; 2024Q4: 75,993 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: not reported; 2026Q1: 47,846 shares 47,846 $1.14M 0.02% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,149 shares; 2025Q1: 1,150 shares; 2025Q2: 2,085 shares; 2025Q3: 2,250 shares; 2025Q4: 2,413 shares; 2026Q1: 2,636 shares 2,636 $1.14M 0.02% +223 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 17,220 shares; 2025Q1: 15,364 shares; 2025Q2: 17,021 shares; 2025Q3: 16,824 shares; 2025Q4: 15,025 shares; 2026Q1: 16,049 shares 16,049 $1.14M 0.02% +1,024 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,366 shares; 2024Q4: 11,376 shares; 2025Q1: 12,785 shares; 2025Q2: 15,936 shares; 2025Q3: 23,745 shares; 2025Q4: 13,017 shares; 2026Q1: 7,607 shares 7,607 $1.14M 0.02% -5,410 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,539 shares; 2025Q1: 27,181 shares; 2025Q2: 27,294 shares; 2025Q3: 27,431 shares; 2025Q4: 33,687 shares; 2026Q1: 33,729 shares 33,729 $1.13M 0.02% +42 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,727 shares; 2024Q4: 26,534 shares; 2025Q1: 26,484 shares; 2025Q2: 26,484 shares; 2025Q3: 26,401 shares; 2025Q4: 26,401 shares; 2026Q1: 26,288 shares 26,288 $1.13M 0.02% -113 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,210 shares; 2024Q4: 6,319 shares; 2025Q1: 25,054 shares; 2025Q2: 23,429 shares; 2025Q3: 23,965 shares; 2025Q4: 24,053 shares; 2026Q1: 24,452 shares 24,452 $1.13M 0.02% +399 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,970 shares; 2025Q2: 43,875 shares; 2025Q3: 59,105 shares; 2025Q4: 47,549 shares; 2026Q1: 24,260 shares 24,260 $1.13M 0.02% -23,289 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,869 shares; 2024Q4: 5,875 shares; 2025Q1: 6,357 shares; 2025Q2: 5,582 shares; 2025Q3: 6,448 shares; 2025Q4: 6,750 shares; 2026Q1: 6,533 shares 6,533 $1.13M 0.02% -217 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 22,775 shares; 2025Q1: 7,804 shares; 2025Q2: 5,625 shares; 2025Q3: 5,679 shares; 2025Q4: 5,740 shares; 2026Q1: 5,703 shares 5,703 $1.13M 0.02% -37 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: not reported; 2025Q2: 13,627 shares; 2025Q3: 24,771 shares; 2025Q4: 25,178 shares; 2026Q1: 26,536 shares 26,536 $1.13M 0.02% +1,358 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,003 shares; 2025Q1: 11,000 shares; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: 7,202 shares; 2026Q1: 24,328 shares 24,328 $1.13M 0.01% +17,126 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,513 shares; 2025Q1: 12,885 shares; 2025Q2: 15,469 shares; 2025Q3: 17,616 shares; 2025Q4: 19,179 shares; 2026Q1: 17,940 shares 17,940 $1.12M 0.01% -1,239 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,004 shares; 2024Q4: 28,143 shares; 2025Q1: 26,595 shares; 2025Q2: 26,773 shares; 2025Q3: 26,609 shares; 2025Q4: 28,514 shares; 2026Q1: 28,872 shares 28,872 $1.12M 0.01% +358 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; 2024Q2: restricted; 2024Q3: 7,309 shares; 2024Q4: 15,294 shares; 2025Q1: 13,317 shares; 2025Q2: 14,489 shares; 2025Q3: 15,625 shares; 2025Q4: 15,050 shares; 2026Q1: 11,954 shares 11,954 $1.12M 0.01% -3,096 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: 10,406 shares; 2025Q1: 9,874 shares; 2025Q2: 13,292 shares; 2025Q3: 24,440 shares; 2025Q4: 26,672 shares; 2026Q1: 31,121 shares 31,121 $1.12M 0.01% +4,449 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,204 shares; 2024Q4: 41,602 shares; 2025Q1: 47,867 shares; 2025Q2: 47,817 shares; 2025Q3: 47,570 shares; 2025Q4: 47,351 shares; 2026Q1: 34,663 shares 34,663 $1.12M 0.01% -12,688 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,699 shares; 2024Q4: 32,340 shares; 2025Q1: 37,855 shares; 2025Q2: 17,338 shares; 2025Q3: 15,969 shares; 2025Q4: 21,670 shares; 2026Q1: 22,534 shares 22,534 $1.11M 0.01% +864 Timeline JHCR 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,965 shares; 2025Q3: 35,733 shares; 2025Q4: 43,613 shares; 2026Q1: 44,014 shares 44,014 $1.11M 0.01% +401 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,100 shares; 2025Q3: 37,181 shares; 2025Q4: 37,181 shares; 2026Q1: 49,708 shares 49,708 $1.11M 0.01% +12,527 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118 shares; 2025Q4: not reported; 2026Q1: 31,277 shares 31,277 $1.11M 0.01% new Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,963 shares; 2025Q2: 11,963 shares; 2025Q3: 11,963 shares; 2025Q4: 52,678 shares; 2026Q1: 54,251 shares 54,251 $1.1M 0.01% +1,573 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: 4,459 shares; 2025Q1: 4,688 shares; 2025Q2: 6,067 shares; 2025Q3: 5,473 shares; 2025Q4: 6,214 shares; 2026Q1: 11,014 shares 11,014 $1.1M 0.01% +4,800 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 16,792 shares; 2025Q1: 19,141 shares; 2025Q2: 16,798 shares; 2025Q3: 17,080 shares; 2025Q4: 17,085 shares; 2026Q1: 16,696 shares 16,696 $1.1M 0.01% -389 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,691 shares; 2024Q4: 15,025 shares; 2025Q1: 18,773 shares; 2025Q2: 25,215 shares; 2025Q3: 25,782 shares; 2025Q4: 25,805 shares; 2026Q1: 25,910 shares 25,910 $1.1M 0.01% +105 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,413 shares; 2025Q4: 56,203 shares; 2026Q1: 58,977 shares 58,977 $1.1M 0.01% +2,774 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; 2024Q2: restricted; 2024Q3: 15,029 shares; 2024Q4: 10,297 shares; 2025Q1: 15,075 shares; 2025Q2: 22,022 shares; 2025Q3: 16,031 shares; 2025Q4: 9,355 shares; 2026Q1: 13,500 shares 13,500 $1.1M 0.01% +4,145 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,199 shares; 2024Q4: 26,125 shares; 2025Q1: 26,572 shares; 2025Q2: 33,222 shares; 2025Q3: 34,376 shares; 2025Q4: 39,189 shares; 2026Q1: 43,030 shares 43,030 $1.1M 0.01% +3,841 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 116 shares; 2025Q4: not reported; 2026Q1: 76,317 shares 76,317 $1.1M 0.01% new Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,813 shares; 2025Q3: 28,813 shares; 2025Q4: 28,637 shares; 2026Q1: 28,706 shares 28,706 $1.09M 0.01% +69 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 1,910 shares; 2025Q1: 781 shares; 2025Q2: 840 shares; 2025Q3: 967 shares; 2025Q4: 933 shares; 2026Q1: 997 shares 997 $1.09M 0.01% +64 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 8,225 shares; 2025Q1: 7,292 shares; 2025Q2: not reported; 2025Q3: 8,376 shares; 2025Q4: not reported; 2026Q1: 64,826 shares 64,826 $1.09M 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,651 shares; 2025Q3: 10,184 shares; 2025Q4: 13,280 shares; 2026Q1: 9,919 shares 9,919 $1.09M 0.01% -3,361 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; 2024Q2: restricted; 2024Q3: 19,130 shares; 2024Q4: 29,101 shares; 2025Q1: 30,121 shares; 2025Q2: 30,285 shares; 2025Q3: 29,802 shares; 2025Q4: 27,753 shares; 2026Q1: 26,236 shares 26,236 $1.09M 0.01% -1,517 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,018 shares 35,018 $1.09M 0.01% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,975 shares; 2024Q4: 4,306 shares; 2025Q1: 3,894 shares; 2025Q2: 4,887 shares; 2025Q3: 38,536 shares; 2025Q4: 35,945 shares; 2026Q1: 21,511 shares 21,511 $1.09M 0.01% -14,434 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,997 shares; 2025Q4: not reported; 2026Q1: 30,570 shares 30,570 $1.08M 0.01% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,556 shares; 2025Q3: 11,418 shares; 2025Q4: 12,115 shares; 2026Q1: 12,799 shares 12,799 $1.08M 0.01% +684 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 12,319 shares; 2025Q1: 11,775 shares; 2025Q2: 12,120 shares; 2025Q3: 11,776 shares; 2025Q4: 18,981 shares; 2026Q1: 13,570 shares 13,570 $1.08M 0.01% -5,411 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 13,919 shares; 2025Q1: 13,311 shares; 2025Q2: 19,180 shares; 2025Q3: 29,610 shares; 2025Q4: 29,120 shares; 2026Q1: 19,691 shares 19,691 $1.07M 0.01% -9,429 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,179 shares; 2024Q4: 24,696 shares; 2025Q1: 28,518 shares; 2025Q2: 49,467 shares; 2025Q3: 54,596 shares; 2025Q4: 58,680 shares; 2026Q1: 54,995 shares 54,995 $1.07M 0.01% -3,685 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,282 shares; 2025Q2: 32,154 shares; 2025Q3: 6,631 shares; 2025Q4: 27,095 shares; 2026Q1: 41,903 shares 41,903 $1.07M 0.01% +14,808 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 303 shares; 2025Q4: not reported; 2026Q1: 38,040 shares 38,040 $1.07M 0.01% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,015 shares; 2024Q4: 29,147 shares; 2025Q1: 29,876 shares; 2025Q2: 6,262 shares; 2025Q3: 6,519 shares; 2025Q4: 6,226 shares; 2026Q1: 7,244 shares 7,244 $1.07M 0.01% +1,018 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,221 shares; 2024Q4: 18,676 shares; 2025Q1: 18,701 shares; 2025Q2: 17,640 shares; 2025Q3: 17,175 shares; 2025Q4: 16,333 shares; 2026Q1: 16,133 shares 16,133 $1.07M 0.01% -200 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,450 shares; 2025Q1: 14,251 shares; 2025Q2: 7,523 shares; 2025Q3: 7,541 shares; 2025Q4: 6,167 shares; 2026Q1: 5,885 shares 5,885 $1.06M 0.01% -282 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 26,347 shares; 2026Q1: 25,865 shares 25,865 $1.06M 0.01% -482 Timeline WVE WAVE LIFE SCIENCES LTD More: the full row for WAVE LIFE SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,900 shares; 2026Q1: 144,950 shares 144,950 $1.05M 0.01% +124,050 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,761 shares; 2025Q4: 11,103 shares; 2026Q1: 13,062 shares 13,062 $1.05M 0.01% +1,959 Timeline IVSX ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,934 shares 44,934 $1.05M 0.01% new Timeline TEXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,823 shares; 2025Q3: 36,361 shares; 2025Q4: 35,891 shares; 2026Q1: 34,370 shares 34,370 $1.05M 0.01% -1,521 Timeline PPA 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; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 8,057 shares; 2025Q1: 6,280 shares; 2025Q2: 5,826 shares; 2025Q3: 5,700 shares; 2025Q4: 5,588 shares; 2026Q1: 6,297 shares 6,297 $1.04M 0.01% +709 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; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 8,839 shares; 2025Q1: 8,669 shares; 2025Q2: 8,653 shares; 2025Q3: 7,544 shares; 2025Q4: 5,092 shares; 2026Q1: 6,008 shares 6,008 $1.04M 0.01% +916 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,482 shares; 2025Q3: 22,586 shares; 2025Q4: 10,044 shares; 2026Q1: 14,705 shares 14,705 $1.04M 0.01% +4,661 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,050 shares; 2026Q1: 26,682 shares 26,682 $1.04M 0.01% +8,632 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 4,722 shares; 2025Q1: 5,106 shares; 2025Q2: 4,250 shares; 2025Q3: 5,447 shares; 2025Q4: 5,060 shares; 2026Q1: 5,046 shares 5,046 $1.04M 0.01% -14 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 6,522 shares; 2025Q1: 6,791 shares; 2025Q2: 7,429 shares; 2025Q3: 7,577 shares; 2025Q4: 7,930 shares; 2026Q1: 2,925 shares 2,925 $1.04M 0.01% -5,005 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,783 shares; 2025Q3: 11,931 shares; 2025Q4: 5,664 shares; 2026Q1: 18,936 shares 18,936 $1.03M 0.01% +13,272 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,170 shares; 2025Q2: 7,657 shares; 2025Q3: 7,552 shares; 2025Q4: 7,706 shares; 2026Q1: 31,890 shares 31,890 $1.03M 0.01% +24,184 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,289 shares; 2025Q4: 13,820 shares; 2026Q1: 13,957 shares 13,957 $1.03M 0.01% +137 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,785 shares; 2025Q2: 8,558 shares; 2025Q3: 9,020 shares; 2025Q4: 21,884 shares; 2026Q1: 24,992 shares 24,992 $1.03M 0.01% +3,108 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,254 shares; 2026Q1: 31,032 shares 31,032 $1.03M 0.01% +3,778 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,662 shares; 2024Q4: 27,348 shares; 2025Q1: 24,723 shares; 2025Q2: 9,984 shares; 2025Q3: 10,044 shares; 2025Q4: 10,002 shares; 2026Q1: 9,531 shares 9,531 $1.03M 0.01% -471 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,436 shares; 2024Q4: 14,686 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: not reported; 2026Q1: 13,730 shares 13,730 $1.02M 0.01% new Timeline UXOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,284 shares; 2025Q4: 47,263 shares; 2026Q1: 30,395 shares 30,395 $1.02M 0.01% -16,868 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,180 shares; 2025Q4: 10,092 shares; 2026Q1: 19,696 shares 19,696 $1.02M 0.01% +9,604 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,433 shares; 2025Q3: 14,531 shares; 2025Q4: 16,628 shares; 2026Q1: 15,168 shares 15,168 $1.02M 0.01% -1,460 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,393 shares; 2025Q1: 4,860 shares; 2025Q2: 4,844 shares; 2025Q3: 6,618 shares; 2025Q4: 10,210 shares; 2026Q1: 12,024 shares 12,024 $1.02M 0.01% +1,814 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,671 shares; 2025Q1: 7,633 shares; 2025Q2: 7,561 shares; 2025Q3: 9,275 shares; 2025Q4: 12,803 shares; 2026Q1: 19,848 shares 19,848 $1.01M 0.01% +7,045 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,044 shares; 2024Q4: 17,364 shares; 2025Q1: 17,813 shares; 2025Q2: 17,813 shares; 2025Q3: 17,813 shares; 2025Q4: 17,813 shares; 2026Q1: 22,528 shares 22,528 $1.01M 0.01% +4,715 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,133 shares; 2025Q1: 38,447 shares; 2025Q2: 43,702 shares; 2025Q3: 43,286 shares; 2025Q4: 41,160 shares; 2026Q1: 45,801 shares 45,801 $1M 0.01% +4,641 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 751 shares; 2025Q4: 10,453 shares; 2026Q1: 10,385 shares 10,385 $1M 0.01% -68 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: not reported; 2026Q1: 4,574 shares 4,574 $1M 0.01% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,268 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,156 shares; 2025Q3: 20,096 shares; 2025Q4: 29,457 shares; 2026Q1: 29,762 shares 29,762 $996K 0.01% +305 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,843 shares; 2025Q3: 27,843 shares; 2025Q4: 27,468 shares; 2026Q1: 27,468 shares 27,468 $996K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,426 shares; 2025Q1: 2,243 shares; 2025Q2: 2,197 shares; 2025Q3: 5,936 shares; 2025Q4: 3,755 shares; 2026Q1: 4,585 shares 4,585 $995K 0.01% +830 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 6,452 shares; 2025Q1: 3,053 shares; 2025Q2: 5,323 shares; 2025Q3: 7,743 shares; 2025Q4: 7,456 shares; 2026Q1: 6,498 shares 6,498 $995K 0.01% -958 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 29,000 shares; 2025Q1: 31,000 shares; 2025Q2: 37,000 shares; 2025Q3: 41,000 shares; 2025Q4: 48,000 shares; 2026Q1: 45,000 shares 45,000 $994K 0.01% -3,000 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,873 shares; 2025Q2: 15,124 shares; 2025Q3: 14,610 shares; 2025Q4: 14,213 shares; 2026Q1: 14,635 shares 14,635 $994K 0.01% +422 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,884 shares 30,884 $993K 0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,489 shares; 2025Q2: 8,949 shares; 2025Q3: 11,638 shares; 2025Q4: 8,332 shares; 2026Q1: 7,430 shares 7,430 $990K 0.01% -902 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; 2024Q2: restricted; 2024Q3: 7,569 shares; 2024Q4: 7,440 shares; 2025Q1: 7,491 shares; 2025Q2: 9,710 shares; 2025Q3: 10,443 shares; 2025Q4: 12,780 shares; 2026Q1: 16,483 shares 16,483 $988K 0.01% +3,703 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,040 shares; 2025Q4: not reported; 2026Q1: 52,964 shares 52,964 $981K 0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,772 shares; 2024Q4: 213,103 shares; 2025Q1: 93,486 shares; 2025Q2: 52,135 shares; 2025Q3: 51,923 shares; 2025Q4: 60,470 shares; 2026Q1: 55,211 shares 55,211 $980K 0.01% -5,259 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; 2024Q2: restricted; 2024Q3: 21,218 shares; 2024Q4: 22,777 shares; 2025Q1: 23,140 shares; 2025Q2: 22,481 shares; 2025Q3: 24,776 shares; 2025Q4: 23,490 shares; 2026Q1: 16,735 shares 16,735 $980K 0.01% -6,755 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,413 shares; 2025Q1: 7,233 shares; 2025Q2: not reported; 2025Q3: 6,295 shares; 2025Q4: not reported; 2026Q1: 32,403 shares 32,403 $979K 0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,257 shares; 2024Q4: 14,972 shares; 2025Q1: 9,168 shares; 2025Q2: 8,947 shares; 2025Q3: 8,762 shares; 2025Q4: 8,943 shares; 2026Q1: 8,948 shares 8,948 $977K 0.01% +5 Timeline EDIV 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,930 shares; 2025Q1: 25,786 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,973 shares; 2026Q1: 24,726 shares 24,726 $976K 0.01% -1,247 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares; 2025Q4: 12,271 shares; 2026Q1: 11,442 shares 11,442 $974K 0.01% -829 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,983 shares; 2024Q4: 8,980 shares; 2025Q1: 17,490 shares; 2025Q2: 23,126 shares; 2025Q3: 24,735 shares; 2025Q4: 22,351 shares; 2026Q1: 28,838 shares 28,838 $971K 0.01% +6,487 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,407 shares; 2024Q4: 13,210 shares; 2025Q1: 12,982 shares; 2025Q2: 12,085 shares; 2025Q3: 11,882 shares; 2025Q4: 11,908 shares; 2026Q1: 11,605 shares 11,605 $968K 0.01% -303 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,397 shares; 2025Q1: 17,200 shares; 2025Q2: 17,200 shares; 2025Q3: 15,300 shares; 2025Q4: 14,100 shares; 2026Q1: 16,315 shares 16,315 $964K 0.01% +2,215 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,803 shares; 2025Q1: 15,807 shares; 2025Q2: 23,429 shares; 2025Q3: 10,182 shares; 2025Q4: 19,895 shares; 2026Q1: 17,849 shares 17,849 $962K 0.01% -2,046 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,812 shares; 2024Q4: 52,281 shares; 2025Q1: 48,824 shares; 2025Q2: 49,807 shares; 2025Q3: 62,883 shares; 2025Q4: 53,737 shares; 2026Q1: 55,706 shares 55,706 $960K 0.01% +1,969 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,048 shares; 2025Q4: 2,968 shares; 2026Q1: 6,377 shares 6,377 $960K 0.01% +3,409 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 2,650 shares; 2025Q1: 2,464 shares; 2025Q2: 3,132 shares; 2025Q3: 3,785 shares; 2025Q4: 3,727 shares; 2026Q1: 3,045 shares 3,045 $957K 0.01% -682 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,103 shares; 2024Q4: 10,465 shares; 2025Q1: 10,323 shares; 2025Q2: 10,378 shares; 2025Q3: 10,446 shares; 2025Q4: 9,943 shares; 2026Q1: 9,875 shares 9,875 $956K 0.01% -68 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,508 shares; 2024Q4: 19,612 shares; 2025Q1: 21,095 shares; 2025Q2: 20,888 shares; 2025Q3: 19,919 shares; 2025Q4: 16,204 shares; 2026Q1: 15,757 shares 15,757 $952K 0.01% -447 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,765 shares 56,765 $952K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 3,894 shares; 2025Q1: 3,909 shares; 2025Q2: 5,836 shares; 2025Q3: 5,740 shares; 2025Q4: 5,276 shares; 2026Q1: 5,574 shares 5,574 $951K 0.01% +298 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: 8,380 shares; 2025Q1: 6,544 shares; 2025Q2: 7,142 shares; 2025Q3: 7,460 shares; 2025Q4: 6,377 shares; 2026Q1: 5,293 shares 5,293 $950K 0.01% -1,084 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 10,937 shares; 2025Q1: 9,650 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 22,699 shares 22,699 $949K 0.01% -301 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,126 shares; 2025Q1: 25,812 shares; 2025Q2: 33,517 shares; 2025Q3: 33,667 shares; 2025Q4: 33,457 shares; 2026Q1: 33,457 shares 33,457 $946K 0.01% 0 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,581 shares; 2024Q4: 92,388 shares; 2025Q1: 96,903 shares; 2025Q2: 105,501 shares; 2025Q3: 108,585 shares; 2025Q4: 116,434 shares; 2026Q1: 125,266 shares 125,266 $942K 0.01% +8,832 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,269 shares; 2024Q4: 16,913 shares; 2025Q1: 17,183 shares; 2025Q2: 32,547 shares; 2025Q3: 35,768 shares; 2025Q4: 39,066 shares; 2026Q1: 47,987 shares 47,987 $942K 0.01% +8,921 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,276 shares; 2025Q2: 14,799 shares; 2025Q3: 16,020 shares; 2025Q4: 15,675 shares; 2026Q1: 34,150 shares 34,150 $941K 0.01% +18,475 Timeline BLV 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; 2024Q2: restricted; 2024Q3: 5,771 shares; 2024Q4: 8,108 shares; 2025Q1: 8,014 shares; 2025Q2: 9,141 shares; 2025Q3: 8,727 shares; 2025Q4: 11,180 shares; 2026Q1: 13,685 shares 13,685 $941K 0.01% +2,505 Timeline CTLP CANTALOUPE INC More: the full row for CANTALOUPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,156 shares; 2024Q4: 60,774 shares; 2025Q1: 58,913 shares; 2025Q2: 58,919 shares; 2025Q3: 58,913 shares; 2025Q4: 86,868 shares; 2026Q1: 86,805 shares 86,805 $938K 0.01% -63 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,361 shares; 2024Q4: 79,066 shares; 2025Q1: 77,425 shares; 2025Q2: 70,982 shares; 2025Q3: 89,035 shares; 2025Q4: 72,525 shares; 2026Q1: 63,178 shares 63,178 $936K 0.01% -9,347 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,394 shares; 2024Q4: 9,698 shares; 2025Q1: 9,725 shares; 2025Q2: 14,717 shares; 2025Q3: 14,951 shares; 2025Q4: 15,171 shares; 2026Q1: 20,055 shares 20,055 $936K 0.01% +4,884 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,155 shares; 2025Q4: 4,659 shares; 2026Q1: 19,296 shares 19,296 $933K 0.01% +14,637 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,387 shares; 2024Q4: 11,710 shares; 2025Q1: 9,051 shares; 2025Q2: 10,098 shares; 2025Q3: 10,713 shares; 2025Q4: 10,661 shares; 2026Q1: 9,848 shares 9,848 $931K 0.01% -813 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,627 shares; 2025Q4: 8,682 shares; 2026Q1: 12,659 shares 12,659 $930K 0.01% +3,977 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,135 shares; 2025Q3: 34,502 shares; 2025Q4: 34,502 shares; 2026Q1: 35,365 shares 35,365 $929K 0.01% +863 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,214 shares; 2025Q1: 1,019 shares; 2025Q2: 967 shares; 2025Q3: 1,277 shares; 2025Q4: 841 shares; 2026Q1: 1,774 shares 1,774 $928K 0.01% +933 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 12,766 shares; 2025Q1: 12,575 shares; 2025Q2: 3,257 shares; 2025Q3: 3,483 shares; 2025Q4: 3,699 shares; 2026Q1: 2,941 shares 2,941 $923K 0.01% -758 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; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 1,931 shares; 2025Q1: 7,095 shares; 2025Q2: 7,344 shares; 2025Q3: 4,529 shares; 2025Q4: 2,109 shares; 2026Q1: 1,900 shares 1,900 $922K 0.01% -209 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 27,228 shares; 2026Q1: 27,278 shares 27,278 $921K 0.01% +50 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,334 shares; 2025Q3: 52,366 shares; 2025Q4: not reported; 2026Q1: 60,845 shares 60,845 $921K 0.01% new Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 701 shares; 2025Q4: not reported; 2026Q1: 13,983 shares 13,983 $919K 0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,358 shares; 2025Q2: 21,966 shares; 2025Q3: 19,898 shares; 2025Q4: 29,670 shares; 2026Q1: 45,437 shares 45,437 $919K 0.01% +15,767 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,154 shares; 2025Q4: 3,638 shares; 2026Q1: 12,116 shares 12,116 $918K 0.01% +8,478 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,853 shares; 2024Q4: 15,058 shares; 2025Q1: 15,148 shares; 2025Q2: 13,688 shares; 2025Q3: 15,792 shares; 2025Q4: 24,403 shares; 2026Q1: 24,464 shares 24,464 $915K 0.01% +61 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; 2024Q2: restricted; 2024Q3: 8,204 shares; 2024Q4: 8,353 shares; 2025Q1: 8,120 shares; 2025Q2: 8,399 shares; 2025Q3: 4,580 shares; 2025Q4: 4,120 shares; 2026Q1: 4,222 shares 4,222 $914K 0.01% +102 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,385 shares; 2024Q4: 41,594 shares; 2025Q1: 36,694 shares; 2025Q2: 35,946 shares; 2025Q3: 32,009 shares; 2025Q4: 50,820 shares; 2026Q1: 49,974 shares 49,974 $914K 0.01% -846 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,651 shares; 2025Q2: 36,637 shares; 2025Q3: 36,637 shares; 2025Q4: 38,848 shares; 2026Q1: 38,848 shares 38,848 $913K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,754 shares; 2025Q1: 16,260 shares; 2025Q2: 25,111 shares; 2025Q3: 35,339 shares; 2025Q4: 34,205 shares; 2026Q1: 13,130 shares 13,130 $910K 0.01% -21,075 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,785 shares; 2024Q4: 13,276 shares; 2025Q1: 10,887 shares; 2025Q2: 10,899 shares; 2025Q3: 10,139 shares; 2025Q4: 10,249 shares; 2026Q1: 9,803 shares 9,803 $909K 0.01% -446 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,124 shares; 2024Q4: 5,965 shares; 2025Q1: 6,447 shares; 2025Q2: 6,076 shares; 2025Q3: 6,150 shares; 2025Q4: 5,937 shares; 2026Q1: 5,725 shares 5,725 $909K 0.01% -212 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 267 shares; 2025Q4: not reported; 2026Q1: 27,309 shares 27,309 $909K 0.01% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,382 shares; 2024Q4: 9,275 shares; 2025Q1: 9,227 shares; 2025Q2: 10,435 shares; 2025Q3: 10,591 shares; 2025Q4: 10,378 shares; 2026Q1: 10,757 shares 10,757 $901K 0.01% +379 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,599 shares; 2024Q4: 87,739 shares; 2025Q1: 98,878 shares; 2025Q2: 55,824 shares; 2025Q3: 39,646 shares; 2025Q4: 25,428 shares; 2026Q1: 20,016 shares 20,016 $898K 0.01% -5,412 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,662 shares; 2024Q4: 4,987 shares; 2025Q1: 4,504 shares; 2025Q2: 4,690 shares; 2025Q3: 4,757 shares; 2025Q4: 5,674 shares; 2026Q1: 5,760 shares 5,760 $896K 0.01% +86 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; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,314 shares; 2025Q1: 1,829 shares; 2025Q2: 3,547 shares; 2025Q3: 3,848 shares; 2025Q4: 2,598 shares; 2026Q1: 3,222 shares 3,222 $892K 0.01% +624 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,376 shares; 2025Q1: 33,704 shares; 2025Q2: 35,242 shares; 2025Q3: 35,242 shares; 2025Q4: 35,242 shares; 2026Q1: 35,242 shares 35,242 $891K 0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,494 shares; 2025Q3: 7,379 shares; 2025Q4: 7,534 shares; 2026Q1: 8,194 shares 8,194 $875K 0.01% +660 Timeline