GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,845 shares; 2025Q1: 13,056 shares; 2025Q2: 21,368 shares; 2025Q3: 21,995 shares; 2025Q4: 24,104 shares; 2026Q1: 18,835 shares 18,835 $871K 0.01% -5,269 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,167 shares; 2024Q4: 14,585 shares; 2025Q1: 22,752 shares; 2025Q2: 18,009 shares; 2025Q3: 761 shares; 2025Q4: not reported; 2026Q1: 23,204 shares 23,204 $863K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,012 shares; 2024Q4: 7,284 shares; 2025Q1: 7,308 shares; 2025Q2: 7,762 shares; 2025Q3: 7,453 shares; 2025Q4: 7,038 shares; 2026Q1: 7,564 shares 7,564 $856K 0.01% +526 Timeline TDVG 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: 36,636 shares; 2024Q4: 27,166 shares; 2025Q1: 21,884 shares; 2025Q2: 19,483 shares; 2025Q3: 19,483 shares; 2025Q4: 19,255 shares; 2026Q1: 19,145 shares 19,145 $854K 0.01% -110 Timeline AAXJ 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: 9,079 shares; 2024Q4: 8,972 shares; 2025Q1: 8,852 shares; 2025Q2: 8,789 shares; 2025Q3: 8,778 shares; 2025Q4: 8,852 shares; 2026Q1: 8,868 shares 8,868 $854K 0.01% +16 Timeline BJAN 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: 16,405 shares; 2024Q4: 16,405 shares; 2025Q1: 16,050 shares; 2025Q2: 16,050 shares; 2025Q3: 15,955 shares; 2025Q4: 15,955 shares; 2026Q1: 15,955 shares 15,955 $851K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 703 shares; 2025Q1: 1,041 shares; 2025Q2: 3,869 shares; 2025Q3: 951 shares; 2025Q4: 618 shares; 2026Q1: 6,537 shares 6,537 $849K 0.01% +5,919 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,449 shares; 2025Q1: 10,401 shares; 2025Q2: 8,485 shares; 2025Q3: 8,835 shares; 2025Q4: 14,624 shares; 2026Q1: 49,730 shares 49,730 $849K 0.01% +35,106 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 8,423 shares; 2025Q1: 7,029 shares; 2025Q2: 11,359 shares; 2025Q3: 11,630 shares; 2025Q4: 16,039 shares; 2026Q1: 18,622 shares 18,622 $848K 0.01% +2,583 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 17,206 shares; 2025Q1: 16,530 shares; 2025Q2: 55,592 shares; 2025Q3: 55,446 shares; 2025Q4: 36,230 shares; 2026Q1: 14,641 shares 14,641 $847K 0.01% -21,589 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,380 shares; 2024Q4: 66,993 shares; 2025Q1: 56,580 shares; 2025Q2: 58,476 shares; 2025Q3: 57,702 shares; 2025Q4: 58,477 shares; 2026Q1: 37,294 shares 37,294 $846K 0.01% -21,183 Timeline ZOCT 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: 24,678 shares; 2025Q1: 24,678 shares; 2025Q2: 24,678 shares; 2025Q3: 24,678 shares; 2025Q4: 31,542 shares; 2026Q1: 31,542 shares 31,542 $844K 0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,906 shares; 2024Q4: 14,120 shares; 2025Q1: 14,897 shares; 2025Q2: 13,297 shares; 2025Q3: 12,114 shares; 2025Q4: 10,954 shares; 2026Q1: 23,126 shares 23,126 $842K 0.01% +12,172 Timeline EMB 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: 14,532 shares; 2024Q4: 13,297 shares; 2025Q1: 15,650 shares; 2025Q2: 15,857 shares; 2025Q3: 16,685 shares; 2025Q4: 17,166 shares; 2026Q1: 8,942 shares 8,942 $840K 0.01% -8,224 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 16,509 shares; 2025Q3: 16,555 shares; 2025Q4: 16,621 shares; 2026Q1: 17,141 shares 17,141 $840K 0.01% +520 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,128 shares; 2024Q4: 54,836 shares; 2025Q1: 50,640 shares; 2025Q2: 51,992 shares; 2025Q3: 52,218 shares; 2025Q4: 47,199 shares; 2026Q1: 46,568 shares 46,568 $839K 0.01% -631 Timeline FCOM 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: 84,873 shares; 2024Q4: 87,555 shares; 2025Q1: 66,637 shares; 2025Q2: 11,340 shares; 2025Q3: 11,981 shares; 2025Q4: 12,656 shares; 2026Q1: 12,317 shares 12,317 $839K 0.01% -339 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,534 shares; 2024Q4: 24,248 shares; 2025Q1: 22,667 shares; 2025Q2: 20,006 shares; 2025Q3: 19,915 shares; 2025Q4: 19,995 shares; 2026Q1: 20,461 shares 20,461 $835K 0.01% +466 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,567 shares; 2024Q4: 19,842 shares; 2025Q1: 21,548 shares; 2025Q2: 20,987 shares; 2025Q3: 20,529 shares; 2025Q4: 21,036 shares; 2026Q1: 20,592 shares 20,592 $835K 0.01% -444 Timeline JHCB 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: 19,316 shares; 2025Q3: 34,961 shares; 2025Q4: 31,215 shares; 2026Q1: 39,416 shares 39,416 $834K 0.01% +8,201 Timeline CGMS 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: 11,125 shares; 2024Q4: 21,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,671 shares; 2025Q4: not reported; 2026Q1: 30,586 shares 30,586 $833K 0.01% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,753 shares; 2024Q4: 3,076 shares; 2025Q1: 3,555 shares; 2025Q2: 3,114 shares; 2025Q3: 3,591 shares; 2025Q4: 3,708 shares; 2026Q1: 3,584 shares 3,584 $831K 0.01% -124 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,362 shares; 2024Q4: 21,349 shares; 2025Q1: 31,653 shares; 2025Q2: 30,400 shares; 2025Q3: 29,540 shares; 2025Q4: 15,138 shares; 2026Q1: 15,038 shares 15,038 $829K 0.01% -100 Timeline VOX 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: 4,699 shares; 2024Q4: 4,681 shares; 2025Q1: 5,077 shares; 2025Q2: 5,104 shares; 2025Q3: 5,079 shares; 2025Q4: 4,823 shares; 2026Q1: 4,609 shares 4,609 $829K 0.01% -214 Timeline AVGE 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: 31,837 shares; 2024Q4: 24,357 shares; 2025Q1: 10,882 shares; 2025Q2: 9,777 shares; 2025Q3: 9,777 shares; 2025Q4: 9,377 shares; 2026Q1: 9,377 shares 9,377 $825K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,505 shares; 2024Q4: 125,336 shares; 2025Q1: 123,289 shares; 2025Q2: 108,730 shares; 2025Q3: 109,470 shares; 2025Q4: 109,682 shares; 2026Q1: 109,229 shares 109,229 $824K 0.01% -453 Timeline XAR 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: 2,736 shares; 2024Q4: 2,573 shares; 2025Q1: 2,828 shares; 2025Q2: 3,531 shares; 2025Q3: 3,400 shares; 2025Q4: 3,565 shares; 2026Q1: 3,239 shares 3,239 $823K 0.01% -326 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,900 shares; 2025Q1: 55,602 shares; 2025Q2: 95,227 shares; 2025Q3: 58,256 shares; 2025Q4: 60,449 shares; 2026Q1: 45,093 shares 45,093 $821K 0.01% -15,356 Timeline EXI 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: 1,563 shares; 2025Q3: 1,675 shares; 2025Q4: 1,792 shares; 2026Q1: 4,504 shares 4,504 $815K 0.01% +2,712 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,386 shares; 2025Q4: not reported; 2026Q1: 7,096 shares 7,096 $815K 0.01% new Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,088 shares; 2025Q2: 10,796 shares; 2025Q3: 10,801 shares; 2025Q4: 10,805 shares; 2026Q1: 10,809 shares 10,809 $814K 0.01% +4 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 2,347 shares; 2025Q4: not reported; 2026Q1: 43,018 shares 43,018 $812K 0.01% new Timeline BITO 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: 15,124 shares; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 33,182 shares; 2025Q3: 37,062 shares; 2025Q4: 42,380 shares; 2026Q1: 87,195 shares 87,195 $812K 0.01% +44,815 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 10,057 shares; 2025Q1: 9,961 shares; 2025Q2: 13,470 shares; 2025Q3: 13,820 shares; 2025Q4: 14,844 shares; 2026Q1: 16,965 shares 16,965 $807K 0.01% +2,121 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,051 shares; 2025Q1: 2,940 shares; 2025Q2: 3,242 shares; 2025Q3: 3,750 shares; 2025Q4: 4,494 shares; 2026Q1: 4,919 shares 4,919 $805K 0.01% +425 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,928 shares; 2024Q4: 17,472 shares; 2025Q1: 21,260 shares; 2025Q2: 30,315 shares; 2025Q3: 34,634 shares; 2025Q4: 25,275 shares; 2026Q1: 24,411 shares 24,411 $804K 0.01% -864 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,026 shares; 2024Q4: 21,817 shares; 2025Q1: 23,006 shares; 2025Q2: 17,931 shares; 2025Q3: 17,124 shares; 2025Q4: 12,161 shares; 2026Q1: 12,427 shares 12,427 $803K 0.01% +266 Timeline VICR VICOR CORP More: the full row for VICOR 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: 6 shares; 2025Q4: not reported; 2026Q1: 4,964 shares 4,964 $799K 0.01% new Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,901 shares; 2024Q4: 17,081 shares; 2025Q1: 18,942 shares; 2025Q2: 25,439 shares; 2025Q3: 25,194 shares; 2025Q4: 22,636 shares; 2026Q1: 22,765 shares 22,765 $798K 0.01% +129 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,504 shares; 2024Q4: 21,403 shares; 2025Q1: 21,014 shares; 2025Q2: 18,552 shares; 2025Q3: 17,305 shares; 2025Q4: 18,304 shares; 2026Q1: 16,939 shares 16,939 $796K 0.01% -1,365 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041 shares; 2024Q4: 2,835 shares; 2025Q1: 3,496 shares; 2025Q2: 2,449 shares; 2025Q3: 1,999 shares; 2025Q4: 2,004 shares; 2026Q1: 1,342 shares 1,342 $796K 0.01% -662 Timeline IHI 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: 34,814 shares; 2024Q4: 8,610 shares; 2025Q1: 8,925 shares; 2025Q2: 6,287 shares; 2025Q3: 7,233 shares; 2025Q4: 14,449 shares; 2026Q1: 14,898 shares 14,898 $795K 0.01% +449 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS 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 shares; 2025Q4: not reported; 2026Q1: 11,496 shares 11,496 $792K 0.01% new Timeline IEUR 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: 28,275 shares; 2024Q4: 28,447 shares; 2025Q1: 18,773 shares; 2025Q2: 9,059 shares; 2025Q3: 10,465 shares; 2025Q4: 10,865 shares; 2026Q1: 11,209 shares 11,209 $788K 0.01% +344 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 14,421 shares; 2025Q1: 12,288 shares; 2025Q2: 13,799 shares; 2025Q3: 13,140 shares; 2025Q4: 21,558 shares; 2026Q1: 13,340 shares 13,340 $788K 0.01% -8,218 Timeline ICVT 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: 7,560 shares; 2024Q4: 8,347 shares; 2025Q1: 8,330 shares; 2025Q2: 8,017 shares; 2025Q3: 8,351 shares; 2025Q4: 8,909 shares; 2026Q1: 7,719 shares 7,719 $786K 0.01% -1,190 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 6,494 shares; 2025Q1: 5,832 shares; 2025Q2: 8,452 shares; 2025Q3: 8,141 shares; 2025Q4: 8,103 shares; 2026Q1: 9,247 shares 9,247 $785K 0.01% +1,144 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 8,714 shares; 2025Q1: 9,436 shares; 2025Q2: 19,437 shares; 2025Q3: 10,357 shares; 2025Q4: 10,925 shares; 2026Q1: 30,750 shares 30,750 $784K 0.01% +19,825 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 16,162 shares; 2025Q1: 16,571 shares; 2025Q2: 17,273 shares; 2025Q3: 18,426 shares; 2025Q4: 15,951 shares; 2026Q1: 29,933 shares 29,933 $782K 0.01% +13,982 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,181 shares; 2024Q4: 11,800 shares; 2025Q1: 11,550 shares; 2025Q2: 12,557 shares; 2025Q3: 12,207 shares; 2025Q4: 12,171 shares; 2026Q1: 13,103 shares 13,103 $780K 0.01% +932 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,756 shares; 2024Q4: 19,241 shares; 2025Q1: 17,409 shares; 2025Q2: 17,136 shares; 2025Q3: 16,814 shares; 2025Q4: 16,191 shares; 2026Q1: 16,725 shares 16,725 $776K 0.01% +534 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,877 shares; 2025Q1: 2,471 shares; 2025Q2: 2,587 shares; 2025Q3: 2,689 shares; 2025Q4: 2,489 shares; 2026Q1: 2,815 shares 2,815 $771K 0.01% +326 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS 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: 2,428 shares; 2025Q4: not reported; 2026Q1: 12,490 shares 12,490 $767K 0.01% new Timeline IYH 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: 55,316 shares; 2024Q4: 70,934 shares; 2025Q1: 74,981 shares; 2025Q2: 16,620 shares; 2025Q3: 15,254 shares; 2025Q4: 14,295 shares; 2026Q1: 12,440 shares 12,440 $767K 0.01% -1,855 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,591 shares; 2025Q3: 13,993 shares; 2025Q4: 14,094 shares; 2026Q1: 14,154 shares 14,154 $766K 0.01% +60 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,127 shares; 2024Q4: 2,773 shares; 2025Q1: 2,980 shares; 2025Q2: 3,143 shares; 2025Q3: 3,226 shares; 2025Q4: 4,052 shares; 2026Q1: 4,438 shares 4,438 $766K 0.01% +386 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,765 shares; 2024Q4: 20,048 shares; 2025Q1: 19,157 shares; 2025Q2: 19,185 shares; 2025Q3: 19,135 shares; 2025Q4: 19,404 shares; 2026Q1: 19,445 shares 19,445 $764K 0.01% +41 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,731 shares; 2025Q1: 11,769 shares; 2025Q2: 12,444 shares; 2025Q3: 13,268 shares; 2025Q4: 9,728 shares; 2026Q1: 11,020 shares 11,020 $763K 0.01% +1,292 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,905 shares; 2024Q4: 14,876 shares; 2025Q1: 14,022 shares; 2025Q2: 14,022 shares; 2025Q3: 13,889 shares; 2025Q4: 18,670 shares; 2026Q1: 18,670 shares 18,670 $763K 0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 332,060 shares; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 29,254 shares; 2026Q1: 26,083 shares 26,083 $761K 0.01% -3,171 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,645 shares; 2025Q1: 2,592 shares; 2025Q2: 2,243 shares; 2025Q3: 2,392 shares; 2025Q4: 3,360 shares; 2026Q1: 3,845 shares 3,845 $760K 0.01% +485 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,772 shares; 2024Q4: 18,345 shares; 2025Q1: 17,028 shares; 2025Q2: 16,768 shares; 2025Q3: 16,768 shares; 2025Q4: 16,766 shares; 2026Q1: 16,666 shares 16,666 $758K 0.01% -100 Timeline SCHR 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: not reported; 2025Q3: 3,144 shares; 2025Q4: not reported; 2026Q1: 30,384 shares 30,384 $757K 0.01% new Timeline KJAN 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: 19,075 shares; 2024Q4: 18,963 shares; 2025Q1: 18,114 shares; 2025Q2: 18,114 shares; 2025Q3: 18,114 shares; 2025Q4: 18,114 shares; 2026Q1: 18,114 shares 18,114 $756K 0.01% 0 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,560 shares; 2025Q1: 19,886 shares; 2025Q2: 20,768 shares; 2025Q3: 17,222 shares; 2025Q4: 20,094 shares; 2026Q1: 20,807 shares 20,807 $755K 0.01% +713 Timeline PIZ 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: 8,862 shares; 2025Q3: 10,153 shares; 2025Q4: 14,072 shares; 2026Q1: 15,210 shares 15,210 $753K 0.01% +1,138 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,328 shares; 2024Q4: 83,450 shares; 2025Q1: 84,032 shares; 2025Q2: 82,327 shares; 2025Q3: 84,555 shares; 2025Q4: 85,908 shares; 2026Q1: 91,996 shares 91,996 $752K 0.01% +6,088 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,141 shares; 2024Q4: 36,043 shares; 2025Q1: 32,354 shares; 2025Q2: 36,794 shares; 2025Q3: 39,640 shares; 2025Q4: 42,214 shares; 2026Q1: 23,476 shares 23,476 $751K 0.01% -18,738 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: 848 shares; 2025Q3: 900 shares; 2025Q4: 695 shares; 2026Q1: 2,320 shares 2,320 $749K 0.01% +1,625 Timeline EWC 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: 11,266 shares; 2024Q4: 10,981 shares; 2025Q1: 10,784 shares; 2025Q2: 12,069 shares; 2025Q3: 11,742 shares; 2025Q4: 11,183 shares; 2026Q1: 13,617 shares 13,617 $746K 0.01% +2,434 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,084 shares; 2024Q4: 4,857 shares; 2025Q1: 4,923 shares; 2025Q2: 5,219 shares; 2025Q3: 4,116 shares; 2025Q4: 5,302 shares; 2026Q1: 5,389 shares 5,389 $745K 0.01% +87 Timeline ZSEP 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: 14,560 shares; 2025Q1: 14,560 shares; 2025Q2: 14,560 shares; 2025Q3: 29,732 shares; 2025Q4: 29,732 shares; 2026Q1: 27,857 shares 27,857 $744K 0.01% -1,875 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 6,315 shares; 2025Q4: 6,346 shares; 2026Q1: 6,171 shares 6,171 $744K 0.01% -175 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF 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: 67,118 shares 67,118 $742K 0.01% new Timeline IGOV 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: 16,657 shares; 2025Q3: 16,353 shares; 2025Q4: 18,842 shares; 2026Q1: 18,026 shares 18,026 $740K 0.01% -816 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,043 shares; 2025Q1: 64,976 shares; 2025Q2: 73,043 shares; 2025Q3: 71,710 shares; 2025Q4: 71,712 shares; 2026Q1: 69,938 shares 69,938 $740K 0.01% -1,774 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,705 shares; 2024Q4: 22,414 shares; 2025Q1: 22,370 shares; 2025Q2: 21,935 shares; 2025Q3: 22,220 shares; 2025Q4: 22,210 shares; 2026Q1: 60,005 shares 60,005 $738K 0.01% +37,795 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,272 shares; 2024Q4: 34,470 shares; 2025Q1: 75,258 shares; 2025Q2: 19,034 shares; 2025Q3: 36,192 shares; 2025Q4: 30,535 shares; 2026Q1: 22,644 shares 22,644 $737K 0.01% -7,891 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,756 shares; 2024Q4: 31,698 shares; 2025Q1: 33,432 shares; 2025Q2: 17,188 shares; 2025Q3: 17,405 shares; 2025Q4: 16,588 shares; 2026Q1: 16,414 shares 16,414 $735K 0.01% -174 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,633 shares; 2025Q1: 30,728 shares; 2025Q2: not reported; 2025Q3: 2,522 shares; 2025Q4: 10,187 shares; 2026Q1: 10,259 shares 10,259 $735K 0.01% +72 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,204 shares; 2025Q1: 89,302 shares; 2025Q2: 102,626 shares; 2025Q3: 100,929 shares; 2025Q4: 100,933 shares; 2026Q1: 98,459 shares 98,459 $735K 0.01% -2,474 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,245 shares; 2025Q1: 64,226 shares; 2025Q2: 25,026 shares; 2025Q3: 25,248 shares; 2025Q4: 28,643 shares; 2026Q1: 35,807 shares 35,807 $733K 0.01% +7,164 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,815 shares; 2025Q3: 45,722 shares; 2025Q4: 22,974 shares; 2026Q1: 48,565 shares 48,565 $729K 0.01% +25,591 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,979 shares; 2024Q4: 45,116 shares; 2025Q1: 41,216 shares; 2025Q2: 11,550 shares; 2025Q3: 21,666 shares; 2025Q4: 30,640 shares; 2026Q1: 35,704 shares 35,704 $729K 0.01% +5,064 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 10,306 shares; 2025Q1: 13,587 shares; 2025Q2: 10,061 shares; 2025Q3: 7,268 shares; 2025Q4: 5,408 shares; 2026Q1: 6,134 shares 6,134 $728K 0.01% +726 Timeline ZAUG 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: 19,881 shares; 2025Q1: 19,881 shares; 2025Q2: 19,881 shares; 2025Q3: 27,902 shares; 2025Q4: 27,802 shares; 2026Q1: 27,281 shares 27,281 $726K 0.01% -521 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,879 shares; 2024Q4: 24,641 shares; 2025Q1: 23,250 shares; 2025Q2: 32,095 shares; 2025Q3: 25,050 shares; 2025Q4: 24,904 shares; 2026Q1: 31,968 shares 31,968 $726K 0.01% +7,064 Timeline IBDR 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: 11,551 shares; 2024Q4: 23,303 shares; 2025Q1: 26,057 shares; 2025Q2: 30,243 shares; 2025Q3: 32,389 shares; 2025Q4: 35,485 shares; 2026Q1: 29,948 shares 29,948 $726K 0.01% -5,537 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,174 shares; 2024Q4: 29,382 shares; 2025Q1: 36,013 shares; 2025Q2: 40,173 shares; 2025Q3: 39,857 shares; 2025Q4: 75,518 shares; 2026Q1: 44,106 shares 44,106 $725K 0.01% -31,412 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,798 shares; 2024Q4: 426 shares; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 2,304 shares; 2025Q4: 1,704 shares; 2026Q1: 1,828 shares 1,828 $725K 0.01% +124 Timeline ASAN ASANA INC More: the full row for ASANA 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: 888 shares; 2025Q4: not reported; 2026Q1: 112,771 shares 112,771 $722K 0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,486 shares; 2025Q4: 32,975 shares; 2026Q1: 23,413 shares 23,413 $721K 0.01% -9,562 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,384 shares; 2024Q4: 19,990 shares; 2025Q1: 20,660 shares; 2025Q2: 21,516 shares; 2025Q3: 21,814 shares; 2025Q4: 17,987 shares; 2026Q1: 18,230 shares 18,230 $716K 0.01% +243 Timeline IBDS 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: 11,697 shares; 2024Q4: 23,636 shares; 2025Q1: 27,353 shares; 2025Q2: 32,439 shares; 2025Q3: 34,548 shares; 2025Q4: 34,986 shares; 2026Q1: 29,524 shares 29,524 $716K 0.01% -5,462 Timeline DFAE 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: not reported; 2024Q4: not reported; 2025Q1: 8,270 shares; 2025Q2: 11,928 shares; 2025Q3: 17,068 shares; 2025Q4: 22,881 shares; 2026Q1: 21,125 shares 21,125 $715K 0.01% -1,756 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,967 shares; 2025Q1: 4,017 shares; 2025Q2: 3,801 shares; 2025Q3: 2,618 shares; 2025Q4: 2,618 shares; 2026Q1: 3,281 shares 3,281 $711K 0.01% +663 Timeline PTF 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: 6,896 shares; 2024Q4: 9,286 shares; 2025Q1: 16,607 shares; 2025Q2: 10,871 shares; 2025Q3: 8,065 shares; 2025Q4: 8,349 shares; 2026Q1: 8,230 shares 8,230 $710K 0.01% -119 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,788 shares; 2025Q1: 5,810 shares; 2025Q2: 5,208 shares; 2025Q3: 5,188 shares; 2025Q4: 3,493 shares; 2026Q1: 2,910 shares 2,910 $710K 0.01% -583 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,370 shares; 2024Q4: 30,095 shares; 2025Q1: 22,193 shares; 2025Q2: 21,550 shares; 2025Q3: 21,550 shares; 2025Q4: 21,550 shares; 2026Q1: 20,397 shares 20,397 $710K 0.01% -1,153 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,166 shares; 2024Q4: 27,429 shares; 2025Q1: 24,563 shares; 2025Q2: 12,355 shares; 2025Q3: 12,159 shares; 2025Q4: 12,659 shares; 2026Q1: 8,856 shares 8,856 $709K 0.01% -3,803 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,092 shares; 2024Q4: 22,116 shares; 2025Q1: 23,565 shares; 2025Q2: 28,953 shares; 2025Q3: 29,690 shares; 2025Q4: 42,344 shares; 2026Q1: 45,306 shares 45,306 $709K 0.01% +2,962 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,574 shares; 2024Q4: 19,815 shares; 2025Q1: 30,059 shares; 2025Q2: 27,553 shares; 2025Q3: 35,905 shares; 2025Q4: 27,964 shares; 2026Q1: 31,233 shares 31,233 $707K 0.01% +3,269 Timeline SJNK 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: 23,177 shares; 2025Q1: 44,921 shares; 2025Q2: 59,900 shares; 2025Q3: 30,567 shares; 2025Q4: 47,498 shares; 2026Q1: 28,294 shares 28,294 $707K 0.01% -19,204 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,252 shares; 2024Q4: 58,167 shares; 2025Q1: 58,167 shares; 2025Q2: 51,340 shares; 2025Q3: 51,340 shares; 2025Q4: 58,798 shares; 2026Q1: 67,039 shares 67,039 $705K 0.01% +8,241 Timeline UMAR 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: 6,255 shares; 2024Q4: 6,255 shares; 2025Q1: 8,089 shares; 2025Q2: 8,089 shares; 2025Q3: 8,089 shares; 2025Q4: 8,089 shares; 2026Q1: 17,700 shares 17,700 $703K 0.01% +9,611 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,639 shares; 2025Q1: 15,325 shares; 2025Q2: 13,662 shares; 2025Q3: 13,650 shares; 2025Q4: 10,532 shares; 2026Q1: 7,171 shares 7,171 $703K 0.01% -3,361 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,739 shares; 2025Q2: 4,831 shares; 2025Q3: 9,717 shares; 2025Q4: 9,313 shares; 2026Q1: 14,647 shares 14,647 $703K 0.01% +5,334 Timeline NAPR 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: 15,273 shares; 2024Q4: 13,706 shares; 2025Q1: 12,835 shares; 2025Q2: 13,235 shares; 2025Q3: 13,135 shares; 2025Q4: 12,935 shares; 2026Q1: 12,835 shares 12,835 $701K 0.01% -100 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 18,838 shares; 2025Q1: 18,444 shares; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: not reported; 2026Q1: 32,289 shares 32,289 $699K 0.01% new Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,111 shares; 2025Q3: 9,503 shares; 2025Q4: 12,128 shares; 2026Q1: 12,683 shares 12,683 $696K 0.01% +555 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,321 shares; 2024Q4: 127,542 shares; 2025Q1: 83,710 shares; 2025Q2: 65,407 shares; 2025Q3: 63,613 shares; 2025Q4: 56,527 shares; 2026Q1: 58,260 shares 58,260 $692K 0.01% +1,733 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,955 shares; 2024Q4: 11,226 shares; 2025Q1: 10,980 shares; 2025Q2: 11,745 shares; 2025Q3: 11,399 shares; 2025Q4: 11,943 shares; 2026Q1: 10,094 shares 10,094 $686K 0.01% -1,849 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,525 shares; 2025Q3: 11,872 shares; 2025Q4: 12,263 shares; 2026Q1: 13,676 shares 13,676 $682K 0.01% +1,413 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,340 shares; 2025Q1: 2,134 shares; 2025Q2: 2,193 shares; 2025Q3: 2,030 shares; 2025Q4: 2,034 shares; 2026Q1: 2,182 shares 2,182 $681K 0.01% +148 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,920 shares; 2025Q1: 5,918 shares; 2025Q2: 6,192 shares; 2025Q3: 5,949 shares; 2025Q4: 5,488 shares; 2026Q1: 5,302 shares 5,302 $680K 0.01% -186 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,248 shares; 2024Q4: 39,826 shares; 2025Q1: 40,671 shares; 2025Q2: 16,559 shares; 2025Q3: 14,603 shares; 2025Q4: 56,202 shares; 2026Q1: 14,042 shares 14,042 $680K 0.01% -42,160 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,692 shares; 2025Q2: 11,955 shares; 2025Q3: 17,115 shares; 2025Q4: 16,080 shares; 2026Q1: 14,828 shares 14,828 $680K 0.01% -1,252 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 1,968 shares; 2025Q3: 2,507 shares; 2025Q4: 3,508 shares; 2026Q1: 3,318 shares 3,318 $676K 0.01% -190 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,616 shares; 2024Q4: 64,730 shares; 2025Q1: 67,591 shares; 2025Q2: 76,229 shares; 2025Q3: 111,900 shares; 2025Q4: 23,551 shares; 2026Q1: 25,576 shares 25,576 $673K 0.01% +2,025 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,045 shares; 2025Q1: 1,074 shares; 2025Q2: 1,227 shares; 2025Q3: 1,591 shares; 2025Q4: 1,948 shares; 2026Q1: 2,537 shares 2,537 $673K 0.01% +589 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,740 shares; 2024Q4: 121,219 shares; 2025Q1: 22,371 shares; 2025Q2: 18,140 shares; 2025Q3: 21,344 shares; 2025Q4: 21,556 shares; 2026Q1: 29,882 shares 29,882 $668K 0.01% +8,326 Timeline IVZ INVESCO LTD More: the full row for INVESCO 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: 20,838 shares; 2025Q4: 26,765 shares; 2026Q1: 27,474 shares 27,474 $667K 0.01% +709 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES 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: 845 shares; 2025Q4: not reported; 2026Q1: 3,259 shares 3,259 $666K 0.01% new Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,566 shares; 2024Q4: 46,015 shares; 2025Q1: 47,548 shares; 2025Q2: 7,269 shares; 2025Q3: 7,184 shares; 2025Q4: 7,115 shares; 2026Q1: 7,116 shares 7,116 $664K 0.01% +1 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,433 shares; 2025Q1: 523 shares; 2025Q2: not reported; 2025Q3: 2,244 shares; 2025Q4: 4,177 shares; 2026Q1: 4,277 shares 4,277 $663K 0.01% +100 Timeline SECT 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: 14,655 shares; 2024Q4: 14,428 shares; 2025Q1: 11,439 shares; 2025Q2: 10,924 shares; 2025Q3: 10,839 shares; 2025Q4: 10,571 shares; 2026Q1: 10,970 shares 10,970 $663K 0.01% +399 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,755 shares; 2025Q1: 25,683 shares; 2025Q2: 10,815 shares; 2025Q3: 5,862 shares; 2025Q4: 5,462 shares; 2026Q1: 5,258 shares 5,258 $662K 0.01% -204 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,927 shares; 2024Q4: 5,360 shares; 2025Q1: 4,794 shares; 2025Q2: 4,248 shares; 2025Q3: 4,226 shares; 2025Q4: 4,130 shares; 2026Q1: 4,075 shares 4,075 $659K 0.01% -55 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,437 shares; 2025Q1: 14,456 shares; 2025Q2: 5,013 shares; 2025Q3: 5,052 shares; 2025Q4: 4,935 shares; 2026Q1: 5,779 shares 5,779 $659K 0.01% +844 Timeline JPIN 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: 5,071 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: not reported; 2026Q1: 9,245 shares 9,245 $659K 0.01% new Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-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: not reported; 2025Q4: 24,758 shares; 2026Q1: 25,361 shares 25,361 $656K 0.01% +603 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS 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: 47 shares; 2025Q4: not reported; 2026Q1: 14,382 shares 14,382 $653K 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 4,673 shares; 2025Q1: 4,820 shares; 2025Q2: 18,979 shares; 2025Q3: 6,838 shares; 2025Q4: 6,805 shares; 2026Q1: 3,708 shares 3,708 $651K 0.01% -3,097 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: not reported; 2026Q1: 16,344 shares 16,344 $651K 0.01% new Timeline XJR 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: 14,922 shares 14,922 $650K 0.01% new Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,713 shares; 2024Q4: 13,711 shares; 2025Q1: 16,026 shares; 2025Q2: 20,107 shares; 2025Q3: 20,254 shares; 2025Q4: 21,769 shares; 2026Q1: 21,852 shares 21,852 $649K 0.01% +83 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 17,484 shares; 2025Q4: 30,776 shares; 2026Q1: 50,393 shares 50,393 $649K 0.01% +19,617 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,492 shares; 2025Q2: 23,730 shares; 2025Q3: 23,701 shares; 2025Q4: 23,757 shares; 2026Q1: 23,757 shares 23,757 $647K 0.01% 0 Timeline EEMS 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: 9,375 shares; 2024Q4: 9,365 shares; 2025Q1: 9,365 shares; 2025Q2: 9,365 shares; 2025Q3: 9,365 shares; 2025Q4: 9,365 shares; 2026Q1: 9,350 shares 9,350 $647K 0.01% -15 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,003 shares; 2024Q4: 9,299 shares; 2025Q1: 9,298 shares; 2025Q2: 9,287 shares; 2025Q3: 9,305 shares; 2025Q4: 15,190 shares; 2026Q1: 14,274 shares 14,274 $644K 0.01% -916 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES 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: not reported; 2025Q3: 7,957 shares; 2025Q4: not reported; 2026Q1: 30,956 shares 30,956 $641K 0.01% new Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,490 shares; 2024Q4: 23,290 shares; 2025Q1: 44,395 shares; 2025Q2: 46,645 shares; 2025Q3: 48,268 shares; 2025Q4: 41,325 shares; 2026Q1: 137,913 shares 137,913 $640K 0.01% +96,588 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,514 shares; 2025Q1: 1,499 shares; 2025Q2: 2,567 shares; 2025Q3: 2,385 shares; 2025Q4: 4,508 shares; 2026Q1: 2,358 shares 2,358 $638K 0.01% -2,150 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,796 shares; 2024Q4: 83,699 shares; 2025Q1: 43,533 shares; 2025Q2: 44,534 shares; 2025Q3: 42,638 shares; 2025Q4: 20,806 shares; 2026Q1: 22,069 shares 22,069 $636K 0.01% +1,263 Timeline AOM 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: 7,782 shares; 2024Q4: 12,733 shares; 2025Q1: 9,514 shares; 2025Q2: 7,734 shares; 2025Q3: 7,771 shares; 2025Q4: 13,690 shares; 2026Q1: 13,430 shares 13,430 $636K 0.01% -260 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,621 shares; 2025Q2: 24,162 shares; 2025Q3: 26,236 shares; 2025Q4: 45,437 shares; 2026Q1: 56,183 shares 56,183 $634K 0.01% +10,746 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,467 shares; 2024Q4: 5,524 shares; 2025Q1: 5,300 shares; 2025Q2: 6,179 shares; 2025Q3: 6,208 shares; 2025Q4: 6,047 shares; 2026Q1: 5,187 shares 5,187 $632K 0.01% -860 Timeline STXF 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: 13,000 shares; 2025Q1: 14,982 shares; 2025Q2: 15,480 shares; 2025Q3: 15,355 shares; 2025Q4: 15,262 shares; 2026Q1: 15,062 shares 15,062 $632K 0.01% -200 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,533 shares; 2025Q3: 3,438 shares; 2025Q4: 3,518 shares; 2026Q1: 3,225 shares 3,225 $632K 0.01% -293 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,930 shares; 2024Q4: 8,555 shares; 2025Q1: 15,641 shares; 2025Q2: 9,159 shares; 2025Q3: 7,739 shares; 2025Q4: 5,552 shares; 2026Q1: 9,256 shares 9,256 $632K 0.01% +3,704 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 5,912 shares; 2025Q3: 6,017 shares; 2025Q4: 7,033 shares; 2026Q1: 7,653 shares 7,653 $631K 0.01% +620 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,398 shares; 2025Q1: 70,393 shares; 2025Q2: 51,741 shares; 2025Q3: 52,975 shares; 2025Q4: 46,253 shares; 2026Q1: 57,078 shares 57,078 $631K 0.01% +10,825 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 10,450 shares; 2025Q1: 13,250 shares; 2025Q2: 13,250 shares; 2025Q3: 12,400 shares; 2025Q4: 5,150 shares; 2026Q1: 5,259 shares 5,259 $630K 0.01% +109 Timeline KLIP 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: not reported; 2024Q4: 56,117 shares; 2025Q1: 21,851 shares; 2025Q2: 25,248 shares; 2025Q3: 24,544 shares; 2025Q4: 24,546 shares; 2026Q1: 24,519 shares 24,519 $630K 0.01% -27 Timeline PFM 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: 12,229 shares; 2024Q4: 11,061 shares; 2025Q1: 11,776 shares; 2025Q2: 12,373 shares; 2025Q3: 12,328 shares; 2025Q4: 12,330 shares; 2026Q1: 12,321 shares 12,321 $629K 0.01% -9 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,708 shares; 2025Q3: 18,480 shares; 2025Q4: 19,340 shares; 2026Q1: 21,906 shares 21,906 $629K 0.01% +2,566 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 5,016 shares; 2025Q4: not reported; 2026Q1: 39,493 shares 39,493 $629K 0.01% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,956 shares; 2024Q4: 26,156 shares; 2025Q1: 26,238 shares; 2025Q2: 25,698 shares; 2025Q3: 25,698 shares; 2025Q4: 25,817 shares; 2026Q1: 27,554 shares 27,554 $628K 0.01% +1,737 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,481 shares; 2025Q2: 7,418 shares; 2025Q3: 7,858 shares; 2025Q4: 6,773 shares; 2026Q1: 5,348 shares 5,348 $628K 0.01% -1,425 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,460 shares; 2025Q1: 4,462 shares; 2025Q2: 4,472 shares; 2025Q3: 4,603 shares; 2025Q4: 4,341 shares; 2026Q1: 4,402 shares 4,402 $627K 0.01% +61 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,725 shares; 2025Q2: 48,375 shares; 2025Q3: 48,375 shares; 2025Q4: 43,227 shares; 2026Q1: 41,327 shares 41,327 $625K 0.01% -1,900 Timeline FDLO 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: 14,807 shares; 2024Q4: 13,887 shares; 2025Q1: 11,129 shares; 2025Q2: 11,103 shares; 2025Q3: 10,636 shares; 2025Q4: 10,594 shares; 2026Q1: 9,652 shares 9,652 $623K 0.01% -942 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,111 shares; 2024Q4: 28,183 shares; 2025Q1: 27,924 shares; 2025Q2: 30,867 shares; 2025Q3: 36,194 shares; 2025Q4: 36,771 shares; 2026Q1: 36,227 shares 36,227 $621K 0.01% -544 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,755 shares; 2025Q1: 10,966 shares; 2025Q2: 6,706 shares; 2025Q3: 6,499 shares; 2025Q4: 7,520 shares; 2026Q1: 5,125 shares 5,125 $620K 0.01% -2,395 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,384 shares; 2025Q2: not reported; 2025Q3: 3,968 shares; 2025Q4: 4,689 shares; 2026Q1: 12,350 shares 12,350 $620K 0.01% +7,661 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 830 shares; 2025Q4: not reported; 2026Q1: 9,341 shares 9,341 $620K 0.01% new Timeline BJUL 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: 7,669 shares; 2025Q1: 7,519 shares; 2025Q2: 12,417 shares; 2025Q3: 12,417 shares; 2025Q4: 12,417 shares; 2026Q1: 12,417 shares 12,417 $617K 0.01% 0 Timeline NRT NORTH EUROPEAN OIL RTY TR More: the full row for NORTH EUROPEAN OIL RTY 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: 35,676 shares; 2026Q1: 68,337 shares 68,337 $615K 0.01% +32,661 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,548 shares; 2024Q4: 14,424 shares; 2025Q1: 8,354 shares; 2025Q2: 8,463 shares; 2025Q3: 9,370 shares; 2025Q4: 11,344 shares; 2026Q1: 17,071 shares 17,071 $609K 0.01% +5,727 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,801 shares; 2024Q4: 28,599 shares; 2025Q1: 17,750 shares; 2025Q2: 16,257 shares; 2025Q3: 14,565 shares; 2025Q4: 12,954 shares; 2026Q1: 12,954 shares 12,954 $609K 0.01% 0 Timeline IBBQ 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: 50,687 shares; 2024Q4: 53,609 shares; 2025Q1: 54,258 shares; 2025Q2: not reported; 2025Q3: 2,127 shares; 2025Q4: not reported; 2026Q1: 20,978 shares 20,978 $608K 0.01% new Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 946 shares; 2025Q1: 1,262 shares; 2025Q2: 1,429 shares; 2025Q3: 798 shares; 2025Q4: 806 shares; 2026Q1: 769 shares 769 $608K 0.01% -37 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,234 shares; 2024Q4: 16,417 shares; 2025Q1: 17,237 shares; 2025Q2: 13,818 shares; 2025Q3: 13,515 shares; 2025Q4: 13,446 shares; 2026Q1: 12,470 shares 12,470 $607K 0.01% -976 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 6,360 shares; 2025Q1: 7,703 shares; 2025Q2: 5,340 shares; 2025Q3: 5,033 shares; 2025Q4: 5,109 shares; 2026Q1: 4,249 shares 4,249 $607K 0.01% -860 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 11,520 shares; 2025Q1: 12,951 shares; 2025Q2: 13,094 shares; 2025Q3: 13,183 shares; 2025Q4: 12,636 shares; 2026Q1: 12,841 shares 12,841 $605K 0.01% +205 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,276 shares; 2024Q4: 50,825 shares; 2025Q1: 53,285 shares; 2025Q2: 33,850 shares; 2025Q3: 34,648 shares; 2025Q4: 39,579 shares; 2026Q1: 38,029 shares 38,029 $604K 0.01% -1,550 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,300 shares; 2024Q4: 40,800 shares; 2025Q1: 37,800 shares; 2025Q2: 37,800 shares; 2025Q3: 37,800 shares; 2025Q4: 38,550 shares; 2026Q1: 38,550 shares 38,550 $604K 0.01% 0 Timeline IMCG 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: 5,596 shares; 2024Q4: 6,758 shares; 2025Q1: 6,746 shares; 2025Q2: 5,520 shares; 2025Q3: 5,497 shares; 2025Q4: 7,658 shares; 2026Q1: 7,658 shares 7,658 $603K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 4,316 shares; 2025Q1: 4,330 shares; 2025Q2: 4,531 shares; 2025Q3: 4,622 shares; 2025Q4: 4,994 shares; 2026Q1: 5,354 shares 5,354 $603K 0.01% +360 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,695 shares; 2024Q4: 7,506 shares; 2025Q1: 5,521 shares; 2025Q2: 7,633 shares; 2025Q3: 6,989 shares; 2025Q4: 6,140 shares; 2026Q1: 9,113 shares 9,113 $602K 0.01% +2,973 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 8,300 shares; 2025Q3: 9,300 shares; 2025Q4: 9,300 shares; 2026Q1: 10,330 shares 10,330 $602K 0.01% +1,030 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 8,907 shares; 2025Q1: 9,199 shares; 2025Q2: 6,459 shares; 2025Q3: 6,435 shares; 2025Q4: 6,359 shares; 2026Q1: 6,094 shares 6,094 $600K 0.01% -265 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,185 shares; 2024Q4: 103,434 shares; 2025Q1: 150,478 shares; 2025Q2: 169,761 shares; 2025Q3: 186,879 shares; 2025Q4: 170,910 shares; 2026Q1: 129,614 shares 129,614 $600K 0.01% -41,296 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,314 shares; 2024Q4: 10,347 shares; 2025Q1: 9,880 shares; 2025Q2: 10,124 shares; 2025Q3: 10,067 shares; 2025Q4: 10,041 shares; 2026Q1: 9,373 shares 9,373 $600K 0.01% -668 Timeline FEBM 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: 14,341 shares; 2025Q2: 15,522 shares; 2025Q3: 14,659 shares; 2025Q4: 13,659 shares; 2026Q1: 19,763 shares 19,763 $599K 0.01% +6,104 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 3,193 shares; 2025Q4: 8,048 shares; 2026Q1: 11,260 shares 11,260 $599K 0.01% +3,212 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,821 shares; 2024Q4: 11,745 shares; 2025Q1: 9,278 shares; 2025Q2: 9,268 shares; 2025Q3: 9,206 shares; 2025Q4: 9,136 shares; 2026Q1: 9,752 shares 9,752 $598K 0.01% +616 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,745 shares; 2024Q4: 16,184 shares; 2025Q1: 15,606 shares; 2025Q2: 17,074 shares; 2025Q3: 17,474 shares; 2025Q4: 22,889 shares; 2026Q1: 16,854 shares 16,854 $598K 0.01% -6,035 Timeline EAGG 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: 30,700 shares; 2024Q4: 28,934 shares; 2025Q1: 30,650 shares; 2025Q2: 31,209 shares; 2025Q3: 30,478 shares; 2025Q4: 30,266 shares; 2026Q1: 12,543 shares 12,543 $596K 0.01% -17,723 Timeline BW BABCOCK & WILCOX ENTERPRISES More: the full row for BABCOCK & WILCOX ENTERPRISES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,079 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,523 shares 40,523 $595K 0.01% new Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,431 shares; 2025Q2: 10,543 shares; 2025Q3: 11,208 shares; 2025Q4: 11,407 shares; 2026Q1: 11,597 shares 11,597 $594K 0.01% +190 Timeline FIXD 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: 30,323 shares; 2024Q4: 12,321 shares; 2025Q1: 10,746 shares; 2025Q2: 13,818 shares; 2025Q3: 13,488 shares; 2025Q4: 12,211 shares; 2026Q1: 13,607 shares 13,607 $593K 0.01% +1,396 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,178 shares; 2025Q1: 3,109 shares; 2025Q2: 3,102 shares; 2025Q3: 3,239 shares; 2025Q4: 3,254 shares; 2026Q1: 3,748 shares 3,748 $590K 0.01% +494 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,431 shares; 2025Q2: 6,081 shares; 2025Q3: 6,048 shares; 2025Q4: 6,009 shares; 2026Q1: 6,034 shares 6,034 $590K 0.01% +25 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,134 shares; 2025Q4: not reported; 2026Q1: 3,017 shares 3,017 $589K 0.01% new Timeline IBDU 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: 9,986 shares; 2025Q2: 12,423 shares; 2025Q3: 14,473 shares; 2025Q4: 27,472 shares; 2026Q1: 25,175 shares 25,175 $586K 0.01% -2,297 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: not reported; 2026Q1: 22,588 shares 22,588 $585K 0.01% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,653 shares; 2025Q3: 13,094 shares; 2025Q4: 12,719 shares; 2026Q1: 9,026 shares 9,026 $583K 0.01% -3,693 Timeline PXI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,787 shares 9,787 $583K 0.01% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS 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: 2 shares; 2025Q4: not reported; 2026Q1: 41,223 shares 41,223 $582K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,463 shares; 2024Q4: 8,236 shares; 2025Q1: 5,724 shares; 2025Q2: 3,450 shares; 2025Q3: 3,370 shares; 2025Q4: 3,609 shares; 2026Q1: 7,013 shares 7,013 $581K 0.01% +3,404 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,290 shares; 2024Q4: 13,355 shares; 2025Q1: 13,102 shares; 2025Q2: 14,379 shares; 2025Q3: 14,416 shares; 2025Q4: 24,357 shares; 2026Q1: 26,415 shares 26,415 $580K 0.01% +2,058 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 716 shares; 2025Q1: 713 shares; 2025Q2: 743 shares; 2025Q3: 734 shares; 2025Q4: 752 shares; 2026Q1: 1,030 shares 1,030 $579K 0.01% +278 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,976 shares; 2025Q2: 4,388 shares; 2025Q3: 5,328 shares; 2025Q4: 5,371 shares; 2026Q1: 5,395 shares 5,395 $579K 0.01% +24 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,389 shares; 2025Q1: 10,609 shares; 2025Q2: 9,533 shares; 2025Q3: 9,895 shares; 2025Q4: 11,687 shares; 2026Q1: 15,388 shares 15,388 $577K 0.01% +3,701 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS 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: 1,283 shares; 2025Q4: 8,480 shares; 2026Q1: 11,900 shares 11,900 $576K 0.01% +3,420 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,603 shares; 2025Q4: not reported; 2026Q1: 7,209 shares 7,209 $576K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 3,051 shares; 2025Q1: 3,313 shares; 2025Q2: 2,880 shares; 2025Q3: 2,851 shares; 2025Q4: 2,343 shares; 2026Q1: 2,399 shares 2,399 $574K 0.01% +56 Timeline BDVL 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: 20,015 shares; 2025Q4: 19,408 shares; 2026Q1: 23,250 shares 23,250 $573K 0.01% +3,842 Timeline IGF 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: 29,813 shares; 2024Q4: 28,598 shares; 2025Q1: 29,760 shares; 2025Q2: 27,895 shares; 2025Q3: 25,292 shares; 2025Q4: 9,265 shares; 2026Q1: 8,554 shares 8,554 $573K 0.01% -711 Timeline FEZ 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: 5,381 shares; 2024Q4: 4,379 shares; 2025Q1: 7,858 shares; 2025Q2: 9,505 shares; 2025Q3: 9,469 shares; 2025Q4: 9,219 shares; 2026Q1: 9,214 shares 9,214 $572K 0.01% -5 Timeline VFMO 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: 1,946 shares; 2025Q2: 2,109 shares; 2025Q3: 3,040 shares; 2025Q4: 2,830 shares; 2026Q1: 2,898 shares 2,898 $571K 0.01% +68 Timeline IMTM 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: 9,910 shares; 2025Q2: 10,530 shares; 2025Q3: 10,530 shares; 2025Q4: 10,890 shares; 2026Q1: 11,875 shares 11,875 $570K 0.01% +985 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,488 shares; 2025Q4: 14,689 shares; 2026Q1: 12,755 shares 12,755 $569K 0.01% -1,934 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 16,560 shares; 2025Q1: 14,017 shares; 2025Q2: 16,779 shares; 2025Q3: 16,529 shares; 2025Q4: 16,396 shares; 2026Q1: 16,677 shares 16,677 $565K 0.01% +281 Timeline XMMO 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: 4,660 shares; 2024Q4: 5,038 shares; 2025Q1: 4,245 shares; 2025Q2: 3,909 shares; 2025Q3: 4,004 shares; 2025Q4: 3,983 shares; 2026Q1: 3,891 shares 3,891 $564K 0.01% -92 Timeline IXJ 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: 6,623 shares; 2024Q4: 6,621 shares; 2025Q1: 8,181 shares; 2025Q2: 8,756 shares; 2025Q3: 8,900 shares; 2025Q4: 7,672 shares; 2026Q1: 6,029 shares 6,029 $564K 0.01% -1,643 Timeline SCHO 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: 8,921 shares; 2025Q1: 11,245 shares; 2025Q2: 11,959 shares; 2025Q3: 14,814 shares; 2025Q4: 11,474 shares; 2026Q1: 23,192 shares 23,192 $563K 0.01% +11,718 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 1,033 shares 1,033 $562K 0.01% +73 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,128 shares; 2024Q4: 6,419 shares; 2025Q1: 5,515 shares; 2025Q2: 5,317 shares; 2025Q3: 6,587 shares; 2025Q4: 7,571 shares; 2026Q1: 7,670 shares 7,670 $558K 0.01% +99 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,789 shares; 2025Q4: 12,246 shares; 2026Q1: 11,933 shares 11,933 $557K 0.01% -313 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,992 shares; 2024Q4: 9,861 shares; 2025Q1: 10,860 shares; 2025Q2: 10,860 shares; 2025Q3: 10,860 shares; 2025Q4: 9,861 shares; 2026Q1: 9,861 shares 9,861 $556K 0.01% 0 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS 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: 500 shares; 2025Q4: not reported; 2026Q1: 123,692 shares 123,692 $552K 0.01% new Timeline IBND 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: 19,164 shares; 2025Q1: not reported; 2025Q2: 11,706 shares; 2025Q3: 19,933 shares; 2025Q4: 6,503 shares; 2026Q1: 17,716 shares 17,716 $551K 0.01% +11,213 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,555 shares; 2025Q4: not reported; 2026Q1: 21,292 shares 21,292 $549K 0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: 5,636 shares; 2025Q3: 5,740 shares; 2025Q4: 4,153 shares; 2026Q1: 6,261 shares 6,261 $549K 0.01% +2,108 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,072 shares; 2024Q4: 92,270 shares; 2025Q1: 107,466 shares; 2025Q2: 104,186 shares; 2025Q3: 105,086 shares; 2025Q4: 111,604 shares; 2026Q1: 105,647 shares 105,647 $547K 0.01% -5,957 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,010 shares; 2025Q3: 6,190 shares; 2025Q4: 6,201 shares; 2026Q1: 6,535 shares 6,535 $547K 0.01% +334 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,030 shares; 2025Q2: 3,819 shares; 2025Q3: 3,813 shares; 2025Q4: 3,849 shares; 2026Q1: 3,775 shares 3,775 $547K 0.01% -74 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,561 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,073 shares; 2025Q4: not reported; 2026Q1: 29,004 shares 29,004 $546K 0.01% new Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,475 shares; 2024Q4: 7,465 shares; 2025Q1: 61,021 shares; 2025Q2: 8,025 shares; 2025Q3: 8,482 shares; 2025Q4: 21,964 shares; 2026Q1: 20,641 shares 20,641 $546K 0.01% -1,323 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,197 shares; 2024Q4: 6,871 shares; 2025Q1: 6,537 shares; 2025Q2: 6,116 shares; 2025Q3: 6,579 shares; 2025Q4: 6,345 shares; 2026Q1: 7,246 shares 7,246 $545K 0.01% +901 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,804 shares; 2025Q3: 7,804 shares; 2025Q4: 7,803 shares; 2026Q1: 7,786 shares 7,786 $544K 0.01% -17 Timeline URTH 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: 1,963 shares; 2025Q2: 3,290 shares; 2025Q3: 3,176 shares; 2025Q4: 2,951 shares; 2026Q1: 3,021 shares 3,021 $544K 0.01% +70 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,394 shares; 2024Q4: 22,352 shares; 2025Q1: 22,900 shares; 2025Q2: 10,799 shares; 2025Q3: 10,802 shares; 2025Q4: 20,142 shares; 2026Q1: 25,855 shares 25,855 $543K 0.01% +5,713 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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 shares; 2025Q4: not reported; 2026Q1: 6,424 shares 6,424 $543K 0.01% new Timeline ZMAY 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: 22,200 shares; 2025Q3: 22,158 shares; 2025Q4: 21,798 shares; 2026Q1: 21,211 shares 21,211 $543K 0.01% -587 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 7,171 shares; 2025Q1: 8,232 shares; 2025Q2: 10,554 shares; 2025Q3: 11,368 shares; 2025Q4: 13,103 shares; 2026Q1: 8,114 shares 8,114 $543K 0.01% -4,989 Timeline PSQ 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: 161,489 shares; 2024Q4: 179,296 shares; 2025Q1: 52,843 shares; 2025Q2: 69,977 shares; 2025Q3: 27,433 shares; 2025Q4: not reported; 2026Q1: 16,847 shares 16,847 $542K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,496 shares; 2025Q1: 1,657 shares; 2025Q2: 1,908 shares; 2025Q3: 1,710 shares; 2025Q4: 975 shares; 2026Q1: 917 shares 917 $540K 0.01% -58 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,679 shares; 2024Q4: 4,550 shares; 2025Q1: 5,854 shares; 2025Q2: 6,480 shares; 2025Q3: 8,479 shares; 2025Q4: 8,339 shares; 2026Q1: 5,694 shares 5,694 $533K 0.01% -2,645 Timeline RSPD 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: 14,970 shares; 2024Q4: 11,378 shares; 2025Q1: 10,931 shares; 2025Q2: 10,931 shares; 2025Q3: 10,878 shares; 2025Q4: 10,752 shares; 2026Q1: 9,960 shares 9,960 $533K 0.01% -792 Timeline DMAX 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: 1,383 shares; 2025Q4: not reported; 2026Q1: 20,005 shares 20,005 $532K 0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,592 shares; 2024Q4: 102,344 shares; 2025Q1: 102,054 shares; 2025Q2: 100,044 shares; 2025Q3: 98,037 shares; 2025Q4: 94,866 shares; 2026Q1: 94,904 shares 94,904 $531K 0.01% +38 Timeline EVUS 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: 4,945 shares; 2025Q4: 16,841 shares; 2026Q1: 16,643 shares 16,643 $530K 0.01% -198 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS 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: 10,800 shares 10,800 $530K 0.01% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,025 shares; 2025Q1: 7,769 shares; 2025Q2: 8,045 shares; 2025Q3: 62 shares; 2025Q4: not reported; 2026Q1: 5,783 shares 5,783 $527K 0.01% new Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,341 shares; 2025Q1: 4,022 shares; 2025Q2: 5,296 shares; 2025Q3: 5,764 shares; 2025Q4: 4,810 shares; 2026Q1: 4,735 shares 4,735 $526K 0.01% -75 Timeline PRN 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: 1,891 shares; 2025Q1: 2,387 shares; 2025Q2: 2,751 shares; 2025Q3: 2,616 shares; 2025Q4: 2,740 shares; 2026Q1: 2,703 shares 2,703 $526K 0.01% -37 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 29,414 shares; 2025Q3: 38,975 shares; 2025Q4: 135,672 shares; 2026Q1: 59,915 shares 59,915 $525K 0.01% -75,757 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS 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: 1,128 shares; 2025Q3: 1,217 shares; 2025Q4: 1,573 shares; 2026Q1: 1,764 shares 1,764 $524K 0.01% +191 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,285 shares; 2025Q3: 4,155 shares; 2025Q4: 5,406 shares; 2026Q1: 6,330 shares 6,330 $524K 0.01% +924 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 21,374 shares; 2025Q3: 21,874 shares; 2025Q4: 22,688 shares; 2026Q1: 26,295 shares 26,295 $522K 0.01% +3,607 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,504 shares; 2025Q1: not reported; 2025Q2: 5,630 shares; 2025Q3: 7,555 shares; 2025Q4: 7,488 shares; 2026Q1: 10,401 shares 10,401 $521K 0.01% +2,913 Timeline SDVY 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: 21,130 shares; 2024Q4: 13,427 shares; 2025Q1: 11,841 shares; 2025Q2: 12,680 shares; 2025Q3: 12,816 shares; 2025Q4: 12,092 shares; 2026Q1: 13,219 shares 13,219 $521K 0.01% +1,127 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,095 shares; 2024Q4: 1,036 shares; 2025Q1: 889 shares; 2025Q2: 994 shares; 2025Q3: 790 shares; 2025Q4: 610 shares; 2026Q1: 965 shares 965 $520K 0.01% +355 Timeline IEV 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: 10,952 shares; 2024Q4: 10,079 shares; 2025Q1: 9,161 shares; 2025Q2: 8,953 shares; 2025Q3: 8,697 shares; 2025Q4: 7,658 shares; 2026Q1: 7,655 shares 7,655 $520K 0.01% -3 Timeline IYR 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: 6,202 shares; 2024Q4: 6,037 shares; 2025Q1: 5,977 shares; 2025Q2: 4,775 shares; 2025Q3: 5,615 shares; 2025Q4: 4,777 shares; 2026Q1: 5,495 shares 5,495 $520K 0.01% +718 Timeline IBDZ 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: 18,851 shares; 2025Q2: 17,594 shares; 2025Q3: 17,703 shares; 2025Q4: 19,616 shares; 2026Q1: 19,896 shares 19,896 $518K 0.01% +280 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,926 shares; 2025Q2: 6,038 shares; 2025Q3: 6,038 shares; 2025Q4: 6,038 shares; 2026Q1: 14,258 shares 14,258 $518K 0.01% +8,220 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 7,816 shares; 2025Q1: 7,317 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,322 shares; 2026Q1: 7,323 shares 7,323 $517K 0.01% +1 Timeline SHDG ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,586 shares; 2024Q4: 18,102 shares; 2025Q1: 17,719 shares; 2025Q2: 16,971 shares; 2025Q3: 16,917 shares; 2025Q4: 16,807 shares; 2026Q1: 16,745 shares 16,745 $514K 0.01% -62 Timeline DIVB 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: 5,995 shares; 2025Q1: 5,366 shares; 2025Q2: 8,632 shares; 2025Q3: 8,864 shares; 2025Q4: 8,527 shares; 2026Q1: 9,514 shares 9,514 $513K 0.01% +987 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,474 shares; 2024Q4: 4,884 shares; 2025Q1: 33,567 shares; 2025Q2: 36,607 shares; 2025Q3: 34,235 shares; 2025Q4: 6,669 shares; 2026Q1: 6,463 shares 6,463 $513K 0.01% -206 Timeline USXF 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: 6,324 shares; 2024Q4: 4,972 shares; 2025Q1: 4,982 shares; 2025Q2: 4,026 shares; 2025Q3: 3,030 shares; 2025Q4: 9,174 shares; 2026Q1: 9,290 shares 9,290 $513K 0.01% +116 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,185 shares; 2025Q2: 7,236 shares; 2025Q3: 7,371 shares; 2025Q4: 8,309 shares; 2026Q1: 9,488 shares 9,488 $512K 0.01% +1,179 Timeline FNCL 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: 124,142 shares; 2024Q4: 67,958 shares; 2025Q1: 68,851 shares; 2025Q2: 8,061 shares; 2025Q3: 7,954 shares; 2025Q4: 7,120 shares; 2026Q1: 7,278 shares 7,278 $511K 0.01% +158 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,291 shares; 2024Q4: 9,919 shares; 2025Q1: 12,490 shares; 2025Q2: 4,790 shares; 2025Q3: 4,251 shares; 2025Q4: 7,780 shares; 2026Q1: 8,471 shares 8,471 $510K 0.01% +691 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 4,890 shares; 2025Q1: 4,477 shares; 2025Q2: 4,348 shares; 2025Q3: 4,980 shares; 2025Q4: 4,935 shares; 2026Q1: 4,958 shares 4,958 $510K 0.01% +23 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,371 shares; 2025Q1: 12,300 shares; 2025Q2: 16,209 shares; 2025Q3: 16,903 shares; 2025Q4: 19,943 shares; 2026Q1: 19,889 shares 19,889 $508K 0.01% -54 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,061 shares; 2024Q4: 2,599 shares; 2025Q1: 2,121 shares; 2025Q2: 2,858 shares; 2025Q3: 2,709 shares; 2025Q4: 3,046 shares; 2026Q1: 4,304 shares 4,304 $508K 0.01% +1,258 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,400 shares; 2024Q4: 309,900 shares; 2025Q1: 309,400 shares; 2025Q2: not reported; 2025Q3: 9,311 shares; 2025Q4: not reported; 2026Q1: 102,403 shares 102,403 $508K 0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 9,452 shares; 2025Q1: 9,148 shares; 2025Q2: 10,037 shares; 2025Q3: 11,491 shares; 2025Q4: 11,576 shares; 2026Q1: 12,728 shares 12,728 $508K 0.01% +1,152 Timeline KOCT 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: 14,954 shares; 2024Q4: 14,954 shares; 2025Q1: 15,682 shares; 2025Q2: 15,682 shares; 2025Q3: 14,954 shares; 2025Q4: 14,954 shares; 2026Q1: 14,954 shares 14,954 $507K 0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,725 shares; 2025Q1: 2,676 shares; 2025Q2: 2,745 shares; 2025Q3: 2,766 shares; 2025Q4: 2,874 shares; 2026Q1: 3,207 shares 3,207 $507K 0.01% +333 Timeline IDUB 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: 51,600 shares; 2025Q1: 68,864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,933 shares; 2026Q1: 20,498 shares 20,498 $506K 0.01% +1,565 Timeline JMTG 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: 1,349 shares; 2025Q4: not reported; 2026Q1: 9,909 shares 9,909 $505K 0.01% new Timeline IYY 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: 2,417 shares; 2024Q4: 2,700 shares; 2025Q1: 4,161 shares; 2025Q2: 4,535 shares; 2025Q3: 5,240 shares; 2025Q4: 4,503 shares; 2026Q1: 3,183 shares 3,183 $504K 0.01% -1,320 Timeline PALC 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: 71,141 shares; 2024Q4: 85,995 shares; 2025Q1: 87,553 shares; 2025Q2: 43,763 shares; 2025Q3: 24,887 shares; 2025Q4: 12,738 shares; 2026Q1: 9,729 shares 9,729 $504K 0.01% -3,009 Timeline BUG 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: 10,999 shares; 2024Q4: 11,357 shares; 2025Q1: 14,464 shares; 2025Q2: 17,414 shares; 2025Q3: 22,758 shares; 2025Q4: 18,281 shares; 2026Q1: 20,072 shares 20,072 $504K 0.01% +1,791 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,220 shares; 2025Q1: 18,748 shares; 2025Q2: 18,740 shares; 2025Q3: 18,760 shares; 2025Q4: 18,796 shares; 2026Q1: 17,549 shares 17,549 $504K 0.01% -1,247 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP 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: 10,900 shares; 2025Q3: 16,857 shares; 2025Q4: 24,350 shares; 2026Q1: 24,719 shares 24,719 $501K 0.01% +369 Timeline PYZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,971 shares; 2026Q1: 4,178 shares 4,178 $501K 0.01% +207 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,737 shares; 2025Q1: 25,497 shares; 2025Q2: 24,068 shares; 2025Q3: 25,209 shares; 2025Q4: 24,398 shares; 2026Q1: 24,398 shares 24,398 $500K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 221 shares; 2025Q4: not reported; 2026Q1: 511 shares 511 $500K 0.01% new Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,977 shares; 2025Q1: 16,036 shares; 2025Q2: 26,622 shares; 2025Q3: 26,921 shares; 2025Q4: 27,807 shares; 2026Q1: 16,809 shares 16,809 $500K 0.01% -10,998 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L 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: 15,200 shares; 2026Q1: 18,604 shares 18,604 $498K 0.01% +3,404 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 4,024 shares; 2025Q1: 2,927 shares; 2025Q2: 2,806 shares; 2025Q3: 6,277 shares; 2025Q4: 4,521 shares; 2026Q1: 5,408 shares 5,408 $498K 0.01% +887 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,636 shares; 2024Q4: 8,276 shares; 2025Q1: 8,069 shares; 2025Q2: 8,042 shares; 2025Q3: 8,218 shares; 2025Q4: 8,232 shares; 2026Q1: 9,201 shares 9,201 $498K 0.01% +969 Timeline DIVD 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: 50,267 shares; 2024Q4: 17,685 shares; 2025Q1: 17,465 shares; 2025Q2: 13,078 shares; 2025Q3: 12,601 shares; 2025Q4: 12,101 shares; 2026Q1: 12,101 shares 12,101 $496K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,701 shares; 2024Q4: 2,840 shares; 2025Q1: 2,991 shares; 2025Q2: 3,925 shares; 2025Q3: 4,185 shares; 2025Q4: 4,261 shares; 2026Q1: 4,152 shares 4,152 $496K 0.01% -109 Timeline FRMI FERMI INC More: the full row for FERMI 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: 68,955 shares; 2026Q1: 84,825 shares 84,825 $495K 0.01% +15,870 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,627 shares; 2025Q3: 39,627 shares; 2025Q4: 41,648 shares; 2026Q1: 40,590 shares 40,590 $494K 0.01% -1,058 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 3,933 shares; 2026Q1: 5,738 shares 5,738 $494K 0.01% +1,805 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,865 shares; 2025Q1: 33,485 shares; 2025Q2: 28,391 shares; 2025Q3: 49,532 shares; 2025Q4: not reported; 2026Q1: 37,151 shares 37,151 $494K 0.01% new Timeline IYF 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: 18,799 shares; 2024Q4: 18,106 shares; 2025Q1: 4,617 shares; 2025Q2: 91,004 shares; 2025Q3: 94,134 shares; 2025Q4: 104,685 shares; 2026Q1: 4,199 shares 4,199 $494K 0.01% -100,486 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: not reported; 2026Q1: 2,699 shares 2,699 $494K 0.01% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,462 shares; 2025Q1: 11,473 shares; 2025Q2: 11,497 shares; 2025Q3: 9,711 shares; 2025Q4: 9,711 shares; 2026Q1: 18,767 shares 18,767 $493K 0.01% +9,056 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,658 shares; 2025Q4: 7,721 shares; 2026Q1: 7,864 shares 7,864 $492K 0.01% +143 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 5,777 shares; 2025Q4: 3,509 shares; 2026Q1: 6,100 shares 6,100 $492K 0.01% +2,591 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 7,836 shares; 2025Q1: 6,775 shares; 2025Q2: 6,091 shares; 2025Q3: 9,497 shares; 2025Q4: 8,092 shares; 2026Q1: 5,328 shares 5,328 $491K 0.01% -2,764 Timeline KTF DWS MUN INCOME TR More: the full row for DWS MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,619 shares; 2024Q4: 71,534 shares; 2025Q1: 66,080 shares; 2025Q2: 59,406 shares; 2025Q3: 59,406 shares; 2025Q4: 59,406 shares; 2026Q1: 53,979 shares 53,979 $491K 0.01% -5,427 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,845 shares; 2025Q4: 24,216 shares; 2026Q1: 15,761 shares 15,761 $490K 0.01% -8,455 Timeline FUTY 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: 106,008 shares; 2024Q4: 82,278 shares; 2025Q1: 84,611 shares; 2025Q2: 5,235 shares; 2025Q3: 5,187 shares; 2025Q4: 6,319 shares; 2026Q1: 8,287 shares 8,287 $489K 0.01% +1,968 Timeline FJAN 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: 97,391 shares; 2024Q4: 8,061 shares; 2025Q1: 5,007 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 9,683 shares 9,683 $488K 0.01% +4,683 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 5,665 shares; 2025Q4: not reported; 2026Q1: 38,215 shares 38,215 $488K 0.01% new Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,900 shares; 2024Q4: 40,000 shares; 2025Q1: 103,147 shares; 2025Q2: 103,147 shares; 2025Q3: 103,147 shares; 2025Q4: 104,100 shares; 2026Q1: 104,140 shares 104,140 $486K 0.01% +40 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,042 shares; 2024Q4: 7,194 shares; 2025Q1: 7,118 shares; 2025Q2: 6,560 shares; 2025Q3: 6,764 shares; 2025Q4: 4,513 shares; 2026Q1: 6,174 shares 6,174 $486K 0.01% +1,661 Timeline QLTA 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: 11,954 shares; 2025Q4: 11,309 shares; 2026Q1: 10,197 shares 10,197 $485K 0.01% -1,112 Timeline FELV 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: 12,875 shares; 2024Q4: 12,905 shares; 2025Q1: 12,920 shares; 2025Q2: 12,935 shares; 2025Q3: 12,950 shares; 2025Q4: 12,963 shares; 2026Q1: 13,896 shares 13,896 $485K 0.01% +933 Timeline EZU 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: 4,862 shares; 2025Q3: 4,968 shares; 2025Q4: 4,630 shares; 2026Q1: 7,737 shares 7,737 $485K 0.01% +3,107 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,054 shares; 2024Q4: 29,609 shares; 2025Q1: 29,178 shares; 2025Q2: 8,345 shares; 2025Q3: 8,346 shares; 2025Q4: 5,806 shares; 2026Q1: 5,719 shares 5,719 $484K 0.01% -87 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 2,497 shares; 2025Q1: 1,075 shares; 2025Q2: 3,304 shares; 2025Q3: 3,670 shares; 2025Q4: 1,084 shares; 2026Q1: 1,135 shares 1,135 $482K 0.01% +51 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,673 shares; 2024Q4: 5,216 shares; 2025Q1: 5,267 shares; 2025Q2: 7,985 shares; 2025Q3: 8,596 shares; 2025Q4: 8,998 shares; 2026Q1: 9,219 shares 9,219 $481K 0.01% +221 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU 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: 1,254 shares; 2025Q4: 17,995 shares; 2026Q1: 38,774 shares 38,774 $481K 0.01% +20,779 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,342 shares; 2025Q1: 6,422 shares; 2025Q2: 7,459 shares; 2025Q3: 5,748 shares; 2025Q4: 5,870 shares; 2026Q1: 2,803 shares 2,803 $480K 0.01% -3,067 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,879 shares; 2024Q4: 11,570 shares; 2025Q1: 12,125 shares; 2025Q2: 12,083 shares; 2025Q3: 12,145 shares; 2025Q4: 13,140 shares; 2026Q1: 12,538 shares 12,538 $479K 0.01% -602 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,821 shares; 2024Q4: 140,677 shares; 2025Q1: 137,713 shares; 2025Q2: 52,804 shares; 2025Q3: 58,865 shares; 2025Q4: 23,926 shares; 2026Q1: 23,492 shares 23,492 $478K 0.01% -434 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,571 shares; 2025Q2: 10,596 shares; 2025Q3: 13,459 shares; 2025Q4: 36,369 shares; 2026Q1: 44,099 shares 44,099 $478K 0.01% +7,730 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,990 shares; 2024Q4: 9,169 shares; 2025Q1: 4,940 shares; 2025Q2: 3,507 shares; 2025Q3: 1,122 shares; 2025Q4: 1,483 shares; 2026Q1: 2,407 shares 2,407 $477K 0.01% +924 Timeline BAPR 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: 9,807 shares; 2024Q4: 9,807 shares; 2025Q1: 9,708 shares; 2025Q2: 9,708 shares; 2025Q3: 9,708 shares; 2025Q4: 9,708 shares; 2026Q1: 9,708 shares 9,708 $475K 0.01% 0 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,178 shares; 2025Q3: 24,096 shares; 2025Q4: 26,340 shares; 2026Q1: 27,242 shares 27,242 $475K 0.01% +902 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,665 shares; 2024Q4: 51,811 shares; 2025Q1: 49,546 shares; 2025Q2: 50,997 shares; 2025Q3: 19,257 shares; 2025Q4: 19,923 shares; 2026Q1: 19,830 shares 19,830 $473K 0.01% -93 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,880 shares; 2025Q1: 10,440 shares; 2025Q2: 11,856 shares; 2025Q3: 11,869 shares; 2025Q4: 10,839 shares; 2026Q1: 10,618 shares 10,618 $472K 0.01% -221 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,349 shares; 2025Q1: not reported; 2025Q2: 30,774 shares; 2025Q3: 30,466 shares; 2025Q4: 31,507 shares; 2026Q1: 27,920 shares 27,920 $471K 0.01% -3,587 Timeline IBDX 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: 13,432 shares; 2025Q2: 14,320 shares; 2025Q3: 14,384 shares; 2025Q4: 18,941 shares; 2026Q1: 18,562 shares 18,562 $469K 0.01% -379 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,855 shares; 2025Q1: 12,664 shares; 2025Q2: 21,494 shares; 2025Q3: 22,383 shares; 2025Q4: 14,251 shares; 2026Q1: 10,665 shares 10,665 $469K 0.01% -3,586 Timeline AME AMETEK INC More: the full row for AMETEK 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: 488 shares; 2025Q4: not reported; 2026Q1: 2,186 shares 2,186 $469K 0.01% new Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE 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: 173 shares; 2025Q4: not reported; 2026Q1: 21,530 shares 21,530 $468K 0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,088 shares; 2025Q1: 19,239 shares; 2025Q2: 12,796 shares; 2025Q3: 15,402 shares; 2025Q4: 18,458 shares; 2026Q1: 17,321 shares 17,321 $468K 0.01% -1,137 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,601 shares; 2024Q4: 30,841 shares; 2025Q1: 22,866 shares; 2025Q2: 18,513 shares; 2025Q3: 18,516 shares; 2025Q4: 18,527 shares; 2026Q1: 20,590 shares 20,590 $467K 0.01% +2,063 Timeline MLPX 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: 20,899 shares; 2025Q1: 27,908 shares; 2025Q2: 28,092 shares; 2025Q3: 17,027 shares; 2025Q4: 6,089 shares; 2026Q1: 6,320 shares 6,320 $467K 0.01% +231 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,155 shares; 2025Q3: 12,155 shares; 2025Q4: 12,155 shares; 2026Q1: 12,155 shares 12,155 $466K 0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 5,792 shares; 2025Q1: 5,828 shares; 2025Q2: 5,877 shares; 2025Q3: 6,125 shares; 2025Q4: 6,029 shares; 2026Q1: 6,331 shares 6,331 $465K 0.01% +302 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO 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: 325 shares; 2025Q4: 3,397 shares; 2026Q1: 4,699 shares 4,699 $463K 0.01% +1,302 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,955 shares; 2024Q4: 25,955 shares; 2025Q1: 25,955 shares; 2025Q2: 25,955 shares; 2025Q3: 25,955 shares; 2025Q4: 25,955 shares; 2026Q1: 25,955 shares 25,955 $463K 0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,441 shares; 2024Q4: 30,833 shares; 2025Q1: 7,568 shares; 2025Q2: 15,629 shares; 2025Q3: 9,683 shares; 2025Q4: 9,490 shares; 2026Q1: 8,472 shares 8,472 $462K 0.01% -1,018 Timeline FREL 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: 133,547 shares; 2024Q4: 148,301 shares; 2025Q1: 154,789 shares; 2025Q2: 21,253 shares; 2025Q3: 20,821 shares; 2025Q4: 17,564 shares; 2026Q1: 17,154 shares 17,154 $462K 0.01% -410 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,950 shares; 2026Q1: 8,950 shares 8,950 $461K 0.01% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,859 shares; 2025Q1: 6,479 shares; 2025Q2: 5,898 shares; 2025Q3: 3,029 shares; 2025Q4: 4,527 shares; 2026Q1: 4,201 shares 4,201 $461K 0.01% -326 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN 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: 349 shares; 2025Q4: 9,730 shares; 2026Q1: 27,421 shares 27,421 $458K 0.01% +17,691 Timeline UDN INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,681 shares; 2024Q4: 25,065 shares; 2025Q1: 25,390 shares; 2025Q2: 25,390 shares; 2025Q3: 25,390 shares; 2025Q4: 25,390 shares; 2026Q1: 25,390 shares 25,390 $457K 0.01% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,792 shares; 2024Q4: 6,635 shares; 2025Q1: 6,914 shares; 2025Q2: 8,146 shares; 2025Q3: 8,485 shares; 2025Q4: 8,640 shares; 2026Q1: 9,072 shares 9,072 $457K 0.01% +432 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: not reported; 2026Q1: 8,192 shares 8,192 $456K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,838 shares; 2025Q1: 4,775 shares; 2025Q2: 4,875 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares; 2026Q1: 7,285 shares 7,285 $456K 0.01% +3,245 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,147 shares; 2024Q4: 18,579 shares; 2025Q1: 18,579 shares; 2025Q2: 18,579 shares; 2025Q3: 18,579 shares; 2025Q4: 19,796 shares; 2026Q1: 106,156 shares 106,156 $454K 0.01% +86,360 Timeline IBDV 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: 15,839 shares; 2025Q2: 17,037 shares; 2025Q3: 20,187 shares; 2025Q4: 21,381 shares; 2026Q1: 20,741 shares 20,741 $454K 0.01% -640 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH 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: 10,600 shares 10,600 $453K 0.01% new Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,009 shares; 2025Q2: 6,654 shares; 2025Q3: 6,947 shares; 2025Q4: 6,947 shares; 2026Q1: 6,359 shares 6,359 $453K 0.01% -588 Timeline IBTG 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: 9,160 shares; 2025Q3: 11,036 shares; 2025Q4: 19,792 shares; 2026Q1: 19,725 shares 19,725 $452K 0.01% -67 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,061 shares; 2024Q4: 51,315 shares; 2025Q1: 38,197 shares; 2025Q2: 35,407 shares; 2025Q3: 44,690 shares; 2025Q4: 161,844 shares; 2026Q1: 16,457 shares 16,457 $452K 0.01% -145,387 Timeline PURR HYPERLIQUID STRATEGIES INC More: the full row for HYPERLIQUID STRATEGIES 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: 88,656 shares 88,656 $451K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,972 shares; 2024Q4: 6,724 shares; 2025Q1: 6,693 shares; 2025Q2: 8,004 shares; 2025Q3: 7,956 shares; 2025Q4: 6,827 shares; 2026Q1: 9,204 shares 9,204 $451K 0.01% +2,377 Timeline YETI YETI HLDGS INC More: the full row for YETI 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: 13,445 shares; 2025Q3: 12,017 shares; 2025Q4: 12,159 shares; 2026Q1: 12,327 shares 12,327 $451K 0.01% +168 Timeline IBDT 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: 9,558 shares; 2025Q2: 12,231 shares; 2025Q3: 14,266 shares; 2025Q4: 18,242 shares; 2026Q1: 17,806 shares 17,806 $451K 0.01% -436 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,902 shares; 2025Q1: 1,727 shares; 2025Q2: 1,684 shares; 2025Q3: 1,505 shares; 2025Q4: 1,515 shares; 2026Q1: 1,637 shares 1,637 $449K 0.01% +122 Timeline ESGV 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: 2,392 shares; 2024Q4: 2,566 shares; 2025Q1: 2,256 shares; 2025Q2: 3,918 shares; 2025Q3: 3,934 shares; 2025Q4: 3,966 shares; 2026Q1: 3,991 shares 3,991 $448K 0.01% +25 Timeline JETS 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: 9,791 shares; 2025Q1: 10,990 shares; 2025Q2: not reported; 2025Q3: 8,801 shares; 2025Q4: not reported; 2026Q1: 18,188 shares 18,188 $448K 0.01% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 12,014 shares; 2025Q1: 10,543 shares; 2025Q2: 6,396 shares; 2025Q3: 6,039 shares; 2025Q4: 5,820 shares; 2026Q1: 5,883 shares 5,883 $447K 0.01% +63 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,729 shares; 2025Q1: 12,660 shares; 2025Q2: 12,732 shares; 2025Q3: 8,332 shares; 2025Q4: 8,374 shares; 2026Q1: 8,189 shares 8,189 $446K 0.01% -185 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: 3,434 shares; 2025Q1: 3,382 shares; 2025Q2: 3,999 shares; 2025Q3: 4,056 shares; 2025Q4: 4,679 shares; 2026Q1: 6,592 shares 6,592 $445K 0.01% +1,913 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,267 shares; 2024Q4: 24,608 shares; 2025Q1: 24,665 shares; 2025Q2: 14,664 shares; 2025Q3: 14,364 shares; 2025Q4: 11,954 shares; 2026Q1: 10,031 shares 10,031 $445K 0.01% -1,923 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,669 shares; 2024Q4: 178,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: not reported; 2026Q1: 45,316 shares 45,316 $445K 0.01% new Timeline RSPE 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: not reported; 2025Q4: not reported; 2026Q1: 15,093 shares 15,093 $444K 0.01% new Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 10,894 shares; 2025Q1: 13,271 shares; 2025Q2: 10,732 shares; 2025Q3: 11,308 shares; 2025Q4: 6,104 shares; 2026Q1: 6,098 shares 6,098 $443K 0.01% -6 Timeline IBD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,557 shares; 2025Q4: 8,634 shares; 2026Q1: 18,571 shares 18,571 $443K 0.01% +9,937 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 2,293 shares; 2025Q1: 7,473 shares; 2025Q2: 1,897 shares; 2025Q3: 1,856 shares; 2025Q4: 3,219 shares; 2026Q1: 2,125 shares 2,125 $443K 0.01% -1,094 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 4,236 shares; 2025Q1: 4,707 shares; 2025Q2: 4,631 shares; 2025Q3: 4,707 shares; 2025Q4: 4,325 shares; 2026Q1: 4,275 shares 4,275 $441K 0.01% -50 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 22,451 shares; 2025Q1: 12,124 shares; 2025Q2: not reported; 2025Q3: 8,912 shares; 2025Q4: 23,586 shares; 2026Q1: 20,625 shares 20,625 $440K 0.01% -2,961 Timeline IBDY 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: 15,419 shares; 2025Q2: 15,283 shares; 2025Q3: 15,460 shares; 2025Q4: 16,632 shares; 2026Q1: 16,898 shares 16,898 $437K 0.01% +266 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,010 shares; 2024Q4: 8,144 shares; 2025Q1: 7,753 shares; 2025Q2: 2,799 shares; 2025Q3: 7,579 shares; 2025Q4: 2,532 shares; 2026Q1: 4,557 shares 4,557 $436K 0.01% +2,025 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,009 shares; 2025Q2: 32,764 shares; 2025Q3: 23,872 shares; 2025Q4: 10,150 shares; 2026Q1: 10,656 shares 10,656 $434K 0.01% +506 Timeline IYC 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: 5,762 shares; 2024Q4: 117,376 shares; 2025Q1: 127,670 shares; 2025Q2: 119,013 shares; 2025Q3: 123,000 shares; 2025Q4: 131,631 shares; 2026Q1: 4,475 shares 4,475 $434K 0.01% -127,156 Timeline UJAN 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: 6,392 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 7,492 shares; 2026Q1: 10,192 shares 10,192 $433K 0.01% +2,700 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 54,916 shares; 2025Q3: 24,221 shares; 2025Q4: 26,797 shares; 2026Q1: 23,395 shares 23,395 $432K 0.01% -3,402 Timeline IBCA 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: 13,807 shares; 2025Q3: 13,915 shares; 2025Q4: 16,483 shares; 2026Q1: 16,812 shares 16,812 $431K 0.01% +329 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,416 shares; 2024Q4: 11,028 shares; 2025Q1: 8,934 shares; 2025Q2: 10,700 shares; 2025Q3: 10,236 shares; 2025Q4: 9,528 shares; 2026Q1: 9,161 shares 9,161 $431K 0.01% -367 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,098 shares; 2025Q1: 3,095 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,027 shares; 2026Q1: 3,083 shares 3,083 $431K 0.01% +56 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 4,812 shares; 2025Q1: 14,524 shares; 2025Q2: 2,660 shares; 2025Q3: 5,473 shares; 2025Q4: 4,108 shares; 2026Q1: 5,426 shares 5,426 $430K 0.01% +1,318 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,396 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 192 shares; 2025Q4: not reported; 2026Q1: 8,586 shares 8,586 $429K 0.01% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 7,637 shares; 2025Q1: 8,639 shares; 2025Q2: 7,931 shares; 2025Q3: 7,646 shares; 2025Q4: 4,248 shares; 2026Q1: 5,874 shares 5,874 $427K 0.01% +1,626 Timeline IBDW 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: 13,412 shares; 2025Q2: 15,009 shares; 2025Q3: 15,574 shares; 2025Q4: 20,081 shares; 2026Q1: 20,232 shares 20,232 $423K 0.01% +151 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,140 shares; 2025Q3: 981 shares; 2025Q4: 1,953 shares; 2026Q1: 2,054 shares 2,054 $423K 0.01% +101 Timeline DLS 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: 7,255 shares; 2024Q4: 7,119 shares; 2025Q1: 6,169 shares; 2025Q2: 5,992 shares; 2025Q3: 5,341 shares; 2025Q4: 5,375 shares; 2026Q1: 5,177 shares 5,177 $422K 0.01% -198 Timeline BUFB 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: 10,666 shares; 2024Q4: 10,530 shares; 2025Q1: 10,430 shares; 2025Q2: 9,754 shares; 2025Q3: 9,684 shares; 2025Q4: 9,472 shares; 2026Q1: 11,687 shares 11,687 $420K 0.01% +2,215 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,818 shares; 2025Q3: 7,160 shares; 2025Q4: 8,466 shares; 2026Q1: 10,259 shares 10,259 $420K 0.01% +1,793 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,192 shares; 2025Q4: not reported; 2026Q1: 4,299 shares 4,299 $419K 0.01% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,273 shares; 2024Q4: 17,612 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,390 shares; 2025Q4: not reported; 2026Q1: 13,310 shares 13,310 $419K 0.01% new Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,905 shares; 2025Q4: 7,117 shares; 2026Q1: 6,508 shares 6,508 $419K 0.01% -609 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,961 shares; 2024Q4: 5,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares; 2025Q4: 5,552 shares; 2026Q1: 2,718 shares 2,718 $418K 0.01% -2,834 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,899 shares; 2024Q4: 10,365 shares; 2025Q1: 13,347 shares; 2025Q2: 13,486 shares; 2025Q3: 4,715 shares; 2025Q4: 3,047 shares; 2026Q1: 5,413 shares 5,413 $418K 0.01% +2,366 Timeline RSPG 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: not reported; 2025Q1: 2,953 shares; 2025Q2: 4,035 shares; 2025Q3: 3,342 shares; 2025Q4: 3,775 shares; 2026Q1: 3,811 shares 3,811 $417K 0.01% +36 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 763 shares; 2025Q1: 785 shares; 2025Q2: 805 shares; 2025Q3: 458 shares; 2025Q4: not reported; 2026Q1: 1,399 shares 1,399 $417K 0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,544 shares; 2024Q4: 2,218 shares; 2025Q1: 1,852 shares; 2025Q2: 2,373 shares; 2025Q3: 2,332 shares; 2025Q4: 2,889 shares; 2026Q1: 4,600 shares 4,600 $416K 0.01% +1,711 Timeline SDVD 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: 9,977 shares; 2025Q1: 11,331 shares; 2025Q2: 14,172 shares; 2025Q3: 15,028 shares; 2025Q4: 18,942 shares; 2026Q1: 19,125 shares 19,125 $415K 0.01% +183 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,947 shares; 2024Q4: 8,359 shares; 2025Q1: 9,058 shares; 2025Q2: 9,429 shares; 2025Q3: 9,374 shares; 2025Q4: 9,282 shares; 2026Q1: 8,818 shares 8,818 $412K 0.01% -464 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 10,359 shares; 2025Q1: 12,151 shares; 2025Q2: 20,205 shares; 2025Q3: 16,193 shares; 2025Q4: 13,898 shares; 2026Q1: 12,397 shares 12,397 $412K 0.01% -1,501 Timeline VONE 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: not reported; 2024Q4: 1,663 shares; 2025Q1: 2,469 shares; 2025Q2: 2,302 shares; 2025Q3: 2,388 shares; 2025Q4: 1,809 shares; 2026Q1: 1,384 shares 1,384 $408K 0.01% -425 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,584 shares; 2024Q4: 21,041 shares; 2025Q1: 19,859 shares; 2025Q2: 20,109 shares; 2025Q3: 19,359 shares; 2025Q4: 15,420 shares; 2026Q1: 16,314 shares 16,314 $408K 0.01% +894 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 5,347 shares 5,347 $407K 0.01% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: not reported; 2025Q3: 1,815 shares; 2025Q4: 8,335 shares; 2026Q1: 11,056 shares 11,056 $407K 0.01% +2,721 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,796 shares; 2024Q4: 8,585 shares; 2025Q1: 5,235 shares; 2025Q2: 4,074 shares; 2025Q3: 3,661 shares; 2025Q4: 2,989 shares; 2026Q1: 4,446 shares 4,446 $406K 0.01% +1,457 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 43,651 shares; 2025Q3: 46,448 shares; 2025Q4: 47,106 shares; 2026Q1: 48,030 shares 48,030 $405K 0.01% +924 Timeline IBTH 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: 4,901 shares; 2025Q4: 16,828 shares; 2026Q1: 18,036 shares 18,036 $405K 0.01% +1,208 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,037 shares; 2024Q4: 3,709 shares; 2025Q1: 3,635 shares; 2025Q2: 3,534 shares; 2025Q3: 3,464 shares; 2025Q4: 3,473 shares; 2026Q1: 3,178 shares 3,178 $404K 0.01% -295 Timeline FALN 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: 14,489 shares; 2024Q4: 14,108 shares; 2025Q1: 51,551 shares; 2025Q2: 11,230 shares; 2025Q3: 9,217 shares; 2025Q4: 12,220 shares; 2026Q1: 15,071 shares 15,071 $403K 0.01% +2,851 Timeline FNOV 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: 14,014 shares; 2024Q4: 10,410 shares; 2025Q1: 44,317 shares; 2025Q2: 46,132 shares; 2025Q3: 8,353 shares; 2025Q4: 7,961 shares; 2026Q1: 7,534 shares 7,534 $402K 0.01% -427 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,520 shares; 2025Q1: not reported; 2025Q2: 9,922 shares; 2025Q3: 10,586 shares; 2025Q4: 9,283 shares; 2026Q1: 11,041 shares 11,041 $402K 0.01% +1,758 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 19,603 shares; 2025Q1: 6,312 shares; 2025Q2: 11,101 shares; 2025Q3: 10,663 shares; 2025Q4: 4,587 shares; 2026Q1: 7,908 shares 7,908 $402K 0.01% +3,321 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,729 shares; 2024Q4: 17,142 shares; 2025Q1: 11,726 shares; 2025Q2: 8,452 shares; 2025Q3: 8,535 shares; 2025Q4: 8,694 shares; 2026Q1: 8,571 shares 8,571 $401K 0.01% -123 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: not reported; 2025Q1: 20,397 shares; 2025Q2: 44,768 shares; 2025Q3: 47,610 shares; 2025Q4: 13,132 shares; 2026Q1: 5,320 shares 5,320 $399K 0.01% -7,812 Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS 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: 205 shares; 2025Q4: not reported; 2026Q1: 9,108 shares 9,108 $398K 0.01% new Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 6,950 shares; 2025Q1: 7,461 shares; 2025Q2: 7,536 shares; 2025Q3: 7,534 shares; 2025Q4: 7,584 shares; 2026Q1: 6,334 shares 6,334 $398K 0.01% -1,250 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,522 shares; 2025Q4: 6,707 shares; 2026Q1: 8,222 shares 8,222 $397K 0.01% +1,515 Timeline HEEM 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: 11,576 shares; 2025Q1: 14,163 shares; 2025Q2: 12,441 shares; 2025Q3: 12,317 shares; 2025Q4: 11,970 shares; 2026Q1: 10,736 shares 10,736 $396K 0.01% -1,234 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,578 shares; 2025Q1: 3,620 shares; 2025Q2: 4,920 shares; 2025Q3: 5,509 shares; 2025Q4: 5,217 shares; 2026Q1: 5,929 shares 5,929 $396K 0.01% +712 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 3,047 shares; 2025Q1: 3,126 shares; 2025Q2: 4,226 shares; 2025Q3: 4,683 shares; 2025Q4: 4,465 shares; 2026Q1: 5,110 shares 5,110 $394K 0.01% +645 Timeline IQLT 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: 47,730 shares; 2024Q4: 71,488 shares; 2025Q1: 92,010 shares; 2025Q2: 8,715 shares; 2025Q3: 8,596 shares; 2025Q4: 8,445 shares; 2026Q1: 8,507 shares 8,507 $393K 0.01% +62 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 32 shares; 2025Q4: not reported; 2026Q1: 1,601 shares 1,601 $392K 0.01% new Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,720 shares; 2024Q4: 72,849 shares; 2025Q1: 68,824 shares; 2025Q2: 63,151 shares; 2025Q3: 84,744 shares; 2025Q4: 63,087 shares; 2026Q1: 34,110 shares 34,110 $392K 0.01% -28,977 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,295 shares; 2025Q1: 15,909 shares; 2025Q2: 13,527 shares; 2025Q3: 15,381 shares; 2025Q4: 16,095 shares; 2026Q1: 16,809 shares 16,809 $392K 0.01% +714 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS 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: not reported; 2026Q1: 21,745 shares 21,745 $391K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,553 shares; 2025Q1: 6,939 shares; 2025Q2: 1,267 shares; 2025Q3: 1,255 shares; 2025Q4: 1,012 shares; 2026Q1: 1,285 shares 1,285 $391K 0.01% +273 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,755 shares; 2026Q1: 4,158 shares 4,158 $389K 0.01% +403 Timeline EWW 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: 6,194 shares; 2024Q4: 4,979 shares; 2025Q1: 4,743 shares; 2025Q2: 4,611 shares; 2025Q3: 4,592 shares; 2025Q4: 4,773 shares; 2026Q1: 5,165 shares 5,165 $389K 0.01% +392 Timeline AOR 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: 3,667 shares; 2025Q3: 3,904 shares; 2025Q4: 5,176 shares; 2026Q1: 6,019 shares 6,019 $387K 0.01% +843 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M 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: 9,674 shares; 2025Q3: 1,811 shares; 2025Q4: 8,877 shares; 2026Q1: 4,004 shares 4,004 $386K 0.01% -4,873 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 10,785 shares; 2025Q3: 10,310 shares; 2025Q4: 10,377 shares; 2026Q1: 10,418 shares 10,418 $385K 0.01% +41 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,472 shares; 2024Q4: 41,574 shares; 2025Q1: 41,574 shares; 2025Q2: 41,424 shares; 2025Q3: 41,924 shares; 2025Q4: 40,764 shares; 2026Q1: 40,764 shares 40,764 $385K 0.01% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,731 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 2,167 shares; 2025Q4: 2,156 shares; 2026Q1: 2,226 shares 2,226 $384K 0.01% +70 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 3,568 shares; 2025Q1: 3,211 shares; 2025Q2: not reported; 2025Q3: 2,720 shares; 2025Q4: 2,669 shares; 2026Q1: 4,263 shares 4,263 $384K 0.01% +1,594 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,872 shares; 2025Q1: 2,030 shares; 2025Q2: 16,007 shares; 2025Q3: 13,725 shares; 2025Q4: 1,665 shares; 2026Q1: 1,878 shares 1,878 $383K 0.01% +213 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,834 shares; 2025Q1: 4,889 shares; 2025Q2: 4,535 shares; 2025Q3: 4,230 shares; 2025Q4: 4,221 shares; 2026Q1: 3,499 shares 3,499 $383K 0.01% -722 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,659 shares; 2024Q4: 8,691 shares; 2025Q1: 58,726 shares; 2025Q2: 63,469 shares; 2025Q3: 60,524 shares; 2025Q4: 8,423 shares; 2026Q1: 9,815 shares 9,815 $383K 0.01% +1,392 Timeline GLBE GLOBAL E ONLINE LTD More: the full row for GLOBAL E ONLINE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares; 2025Q4: not reported; 2026Q1: 12,385 shares 12,385 $382K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 4,147 shares; 2026Q1: 3,307 shares 3,307 $382K 0.01% -840 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,350 shares; 2024Q4: 9,711 shares; 2025Q1: 19,469 shares; 2025Q2: 12,089 shares; 2025Q3: 9,716 shares; 2025Q4: 10,796 shares; 2026Q1: 10,856 shares 10,856 $381K 0.01% +60 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 456,297 shares; 2025Q2: 455,369 shares; 2025Q3: 452,361 shares; 2025Q4: 417,989 shares; 2026Q1: 7,674 shares 7,674 $381K 0.01% -410,315 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,126 shares; 2025Q4: not reported; 2026Q1: 17,677 shares 17,677 $380K 0.01% new Timeline ZAP 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: not reported; 2025Q4: not reported; 2026Q1: 11,788 shares 11,788 $379K 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,405 shares; 2024Q4: 9,363 shares; 2025Q1: 9,057 shares; 2025Q2: 6,222 shares; 2025Q3: 6,310 shares; 2025Q4: 5,478 shares; 2026Q1: 5,439 shares 5,439 $377K 0.01% -39 Timeline DDEC 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: 118,163 shares; 2024Q4: 16,927 shares; 2025Q1: 8,515 shares; 2025Q2: 8,515 shares; 2025Q3: 8,515 shares; 2025Q4: 8,515 shares; 2026Q1: 8,515 shares 8,515 $377K 0.01% 0 Timeline PSCW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,224 shares; 2025Q3: 36,225 shares; 2025Q4: 22,953 shares; 2026Q1: 13,247 shares 13,247 $376K 0.01% -9,706 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 11,393 shares; 2026Q1: 7,118 shares 7,118 $376K 0.01% -4,275 Timeline FFEB 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: 1,518 shares; 2025Q4: not reported; 2026Q1: 6,721 shares 6,721 $375K <0.01% new Timeline INDA 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: 18,247 shares; 2024Q4: 10,700 shares; 2025Q1: 7,940 shares; 2025Q2: 7,104 shares; 2025Q3: 23,188 shares; 2025Q4: 23,358 shares; 2026Q1: 8,008 shares 8,008 $375K <0.01% -15,350 Timeline RSPH 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: 22,237 shares; 2024Q4: 10,611 shares; 2025Q1: 9,852 shares; 2025Q2: 10,854 shares; 2025Q3: 10,852 shares; 2025Q4: 10,757 shares; 2026Q1: 12,422 shares 12,422 $375K <0.01% +1,665 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,020 shares; 2025Q1: not reported; 2025Q2: 13,887 shares; 2025Q3: 17,983 shares; 2025Q4: 21,188 shares; 2026Q1: 29,104 shares 29,104 $375K <0.01% +7,916 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY 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: 3,208 shares; 2025Q4: not reported; 2026Q1: 11,982 shares 11,982 $374K <0.01% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,371 shares; 2024Q4: 16,371 shares; 2025Q1: 16,371 shares; 2025Q2: 16,371 shares; 2025Q3: 15,371 shares; 2025Q4: 15,371 shares; 2026Q1: 15,371 shares 15,371 $373K <0.01% 0 Timeline PRF 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: 7,705 shares; 2024Q4: 7,770 shares; 2025Q1: 7,770 shares; 2025Q2: 8,658 shares; 2025Q3: 8,658 shares; 2025Q4: 8,658 shares; 2026Q1: 7,820 shares 7,820 $372K <0.01% -838 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: 2,501 shares; 2025Q4: 2,347 shares; 2026Q1: 2,830 shares 2,830 $371K <0.01% +483 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,079 shares; 2024Q4: 50,584 shares; 2025Q1: 10,973 shares; 2025Q2: 10,742 shares; 2025Q3: 10,963 shares; 2025Q4: 11,230 shares; 2026Q1: 14,242 shares 14,242 $371K <0.01% +3,012 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,387 shares; 2024Q4: 61,779 shares; 2025Q1: 109,860 shares; 2025Q2: 109,302 shares; 2025Q3: 66,173 shares; 2025Q4: 64,873 shares; 2026Q1: 28,686 shares 28,686 $370K <0.01% -36,187 Timeline FMHI 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: 5,383 shares; 2024Q4: 9,508 shares; 2025Q1: 10,122 shares; 2025Q2: 9,843 shares; 2025Q3: 9,108 shares; 2025Q4: 8,302 shares; 2026Q1: 7,772 shares 7,772 $369K <0.01% -530 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569 shares; 2024Q4: 3,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,008 shares; 2025Q4: 2,061 shares; 2026Q1: 2,551 shares 2,551 $369K <0.01% +490 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 3,382 shares; 2025Q1: 2,586 shares; 2025Q2: 3,387 shares; 2025Q3: 3,229 shares; 2025Q4: 3,763 shares; 2026Q1: 3,815 shares 3,815 $369K <0.01% +52 Timeline DFAW 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: not reported; 2024Q4: 5,066 shares; 2025Q1: not reported; 2025Q2: 4,806 shares; 2025Q3: 4,981 shares; 2025Q4: 4,890 shares; 2026Q1: 4,996 shares 4,996 $369K <0.01% +106 Timeline ZJUL 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: 11,659 shares; 2025Q3: 11,642 shares; 2025Q4: 12,807 shares; 2026Q1: 12,628 shares 12,628 $367K <0.01% -179 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,569 shares; 2025Q1: 2,520 shares; 2025Q2: 2,605 shares; 2025Q3: 5,148 shares; 2025Q4: 1,913 shares; 2026Q1: 1,933 shares 1,933 $367K <0.01% +20 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,816 shares; 2025Q1: 48,579 shares; 2025Q2: 51,895 shares; 2025Q3: 43,397 shares; 2025Q4: 48,082 shares; 2026Q1: 52,771 shares 52,771 $367K <0.01% +4,689 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,721 shares; 2025Q2: 23,555 shares; 2025Q3: 22,778 shares; 2025Q4: 29,480 shares; 2026Q1: 28,578 shares 28,578 $367K <0.01% -902 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,350 shares; 2024Q4: 43,480 shares; 2025Q1: 39,471 shares; 2025Q2: 24,911 shares; 2025Q3: 26,139 shares; 2025Q4: 45,544 shares; 2026Q1: 20,038 shares 20,038 $366K <0.01% -25,506 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 26,889 shares; 2025Q1: 24,854 shares; 2025Q2: 25,183 shares; 2025Q3: 25,183 shares; 2025Q4: 20,418 shares; 2026Q1: 15,014 shares 15,014 $365K <0.01% -5,404 Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 9,331 shares; 2025Q3: 9,092 shares; 2025Q4: 7,772 shares; 2026Q1: 6,571 shares 6,571 $363K <0.01% -1,201 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 2,660 shares; 2025Q4: not reported; 2026Q1: 3,152 shares 3,152 $361K <0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 227 shares; 2025Q1: 232 shares; 2025Q2: 248 shares; 2025Q3: 250 shares; 2025Q4: 233 shares; 2026Q1: 191 shares 191 $361K <0.01% -42 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,473 shares; 2025Q2: 9,232 shares; 2025Q3: 9,230 shares; 2025Q4: 9,212 shares; 2026Q1: 15,196 shares 15,196 $360K <0.01% +5,984 Timeline BFEB 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: 11,391 shares; 2024Q4: 7,191 shares; 2025Q1: 7,535 shares; 2025Q2: 7,535 shares; 2025Q3: 7,535 shares; 2025Q4: 7,535 shares; 2026Q1: 7,535 shares 7,535 $359K <0.01% 0 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,818 shares; 2025Q1: not reported; 2025Q2: 5,986 shares; 2025Q3: 5,947 shares; 2025Q4: 5,947 shares; 2026Q1: 9,064 shares 9,064 $358K <0.01% +3,117 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,203 shares; 2024Q4: 8,602 shares; 2025Q1: 8,358 shares; 2025Q2: 7,053 shares; 2025Q3: 7,393 shares; 2025Q4: 6,678 shares; 2026Q1: 5,733 shares 5,733 $358K <0.01% -945 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,335 shares; 2025Q1: 2,367 shares; 2025Q2: 2,278 shares; 2025Q3: 2,280 shares; 2025Q4: 1,683 shares; 2026Q1: 1,768 shares 1,768 $358K <0.01% +85 Timeline AIOO 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: 11,523 shares; 2025Q4: 13,896 shares; 2026Q1: 13,896 shares 13,896 $357K <0.01% 0 Timeline PSMR 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: 16,070 shares; 2024Q4: 15,695 shares; 2025Q1: 15,470 shares; 2025Q2: 14,920 shares; 2025Q3: 14,770 shares; 2025Q4: 13,395 shares; 2026Q1: 11,720 shares 11,720 $356K <0.01% -1,675 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,452 shares; 2024Q4: 6,037 shares; 2025Q1: 5,650 shares; 2025Q2: 5,654 shares; 2025Q3: 5,379 shares; 2025Q4: 4,578 shares; 2026Q1: 4,554 shares 4,554 $355K <0.01% -24 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: not reported; 2025Q4: not reported; 2026Q1: 3,550 shares 3,550 $355K <0.01% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 3,525 shares; 2025Q1: 3,604 shares; 2025Q2: 3,442 shares; 2025Q3: 3,442 shares; 2025Q4: 2,522 shares; 2026Q1: 1,085 shares 1,085 $354K <0.01% -1,437 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,475 shares; 2024Q4: 36,554 shares; 2025Q1: 34,572 shares; 2025Q2: 27,775 shares; 2025Q3: 27,823 shares; 2025Q4: 27,021 shares; 2026Q1: 26,076 shares 26,076 $353K <0.01% -945 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 14 shares; 2025Q4: 4,490 shares; 2026Q1: 7,198 shares 7,198 $352K <0.01% +2,708 Timeline BMAR 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: 6,645 shares; 2024Q4: 6,645 shares; 2025Q1: 6,707 shares; 2025Q2: 6,707 shares; 2025Q3: 6,707 shares; 2025Q4: 6,707 shares; 2026Q1: 6,707 shares 6,707 $352K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS 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: 12,614 shares; 2025Q3: 10,369 shares; 2025Q4: 11,495 shares; 2026Q1: 16,597 shares 16,597 $351K <0.01% +5,102 Timeline EMGF 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: 4,402 shares; 2024Q4: not reported; 2025Q1: 4,614 shares; 2025Q2: 4,899 shares; 2025Q3: 5,059 shares; 2025Q4: 5,153 shares; 2026Q1: 5,775 shares 5,775 $349K <0.01% +622 Timeline ZFEB 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: 9,744 shares; 2025Q3: 9,744 shares; 2025Q4: 9,744 shares; 2026Q1: 13,744 shares 13,744 $349K <0.01% +4,000 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,634 shares; 2024Q4: 100,951 shares; 2025Q1: 86,401 shares; 2025Q2: 68,266 shares; 2025Q3: 67,444 shares; 2025Q4: 68,313 shares; 2026Q1: 69,341 shares 69,341 $349K <0.01% +1,028 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 6,631 shares; 2025Q1: 6,642 shares; 2025Q2: 7,138 shares; 2025Q3: 7,267 shares; 2025Q4: 7,454 shares; 2026Q1: 2,428 shares 2,428 $349K <0.01% -5,026 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 5,226 shares; 2025Q1: 2,347 shares; 2025Q2: 2,465 shares; 2025Q3: 2,305 shares; 2025Q4: 2,691 shares; 2026Q1: 2,097 shares 2,097 $348K <0.01% -594 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343,460 shares; 2025Q1: 350,347 shares; 2025Q2: 351,062 shares; 2025Q3: 348,077 shares; 2025Q4: 333,008 shares; 2026Q1: 6,191 shares 6,191 $348K <0.01% -326,817 Timeline BBJP 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: 726 shares; 2025Q4: not reported; 2026Q1: 5,039 shares 5,039 $347K <0.01% new Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 4,196 shares; 2025Q4: 4,075 shares; 2026Q1: 1,079 shares 1,079 $347K <0.01% -2,996 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: 1,836 shares 1,836 $347K <0.01% new Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7 shares; 2025Q4: not reported; 2026Q1: 9,106 shares 9,106 $346K <0.01% new Timeline IHF 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: 10,267 shares; 2024Q4: 9,774 shares; 2025Q1: 9,670 shares; 2025Q2: 9,466 shares; 2025Q3: 8,862 shares; 2025Q4: 8,553 shares; 2026Q1: 8,267 shares 8,267 $346K <0.01% -286 Timeline BBHY 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: 4,829 shares; 2025Q2: 5,535 shares; 2025Q3: 4,796 shares; 2025Q4: 6,593 shares; 2026Q1: 7,544 shares 7,544 $346K <0.01% +951 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,063 shares; 2024Q4: 11,757 shares; 2025Q1: 10,849 shares; 2025Q2: 9,426 shares; 2025Q3: 9,348 shares; 2025Q4: 8,575 shares; 2026Q1: 7,514 shares 7,514 $344K <0.01% -1,061 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,469 shares; 2025Q2: 6,530 shares; 2025Q3: 9,822 shares; 2025Q4: 9,409 shares; 2026Q1: 8,765 shares 8,765 $344K <0.01% -644 Timeline ISTR INVESTAR HOLDING CORP More: the full row for INVESTAR HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares 12,600 $344K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 704 shares; 2026Q1: 904 shares 904 $343K <0.01% +200 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW 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: 209 shares; 2025Q4: not reported; 2026Q1: 7,609 shares 7,609 $343K <0.01% new Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P 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: 17,350 shares; 2025Q3: 17,350 shares; 2025Q4: 11,950 shares; 2026Q1: 12,650 shares 12,650 $343K <0.01% +700 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 488 shares; 2025Q1: 140 shares; 2025Q2: 134 shares; 2025Q3: 141 shares; 2025Q4: 168 shares; 2026Q1: 179 shares 179 $343K <0.01% +11 Timeline