JXI 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: 5,939 shares; 2024Q4: 5,712 shares; 2025Q1: 3,996 shares; 2025Q2: 3,593 shares; 2025Q3: 4,268 shares; 2025Q4: 4,188 shares; 2026Q1: 3,963 shares 3,963 $342K <0.01% -225 Timeline XNTK 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: 1,088 shares; 2024Q4: 1,723 shares; 2025Q1: 1,671 shares; 2025Q2: 1,671 shares; 2025Q3: 1,253 shares; 2025Q4: 1,395 shares; 2026Q1: 1,339 shares 1,339 $342K <0.01% -56 Timeline DIHP 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: 10,218 shares; 2024Q4: 10,218 shares; 2025Q1: 11,128 shares; 2025Q2: 9,874 shares; 2025Q3: 9,874 shares; 2025Q4: 10,189 shares; 2026Q1: 10,589 shares 10,589 $341K <0.01% +400 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,836 shares; 2025Q4: 14,176 shares; 2026Q1: 16,972 shares 16,972 $340K <0.01% +2,796 Timeline DUHP 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: not reported; 2025Q2: not reported; 2025Q3: 4,236 shares; 2025Q4: 9,373 shares; 2026Q1: 9,254 shares 9,254 $340K <0.01% -119 Timeline ILTB 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: 3,979 shares; 2025Q4: not reported; 2026Q1: 6,935 shares 6,935 $340K <0.01% new Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,940 shares; 2025Q3: 10,940 shares; 2025Q4: 13,426 shares; 2026Q1: 12,916 shares 12,916 $339K <0.01% -510 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 2,896 shares; 2025Q1: 2,942 shares; 2025Q2: 3,931 shares; 2025Q3: 2,326 shares; 2025Q4: 2,296 shares; 2026Q1: 2,091 shares 2,091 $339K <0.01% -205 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,886 shares; 2025Q3: 8,583 shares; 2025Q4: 16,061 shares; 2026Q1: 18,429 shares 18,429 $338K <0.01% +2,368 Timeline INOV 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: 9,738 shares; 2024Q4: 9,738 shares; 2025Q1: 9,738 shares; 2025Q2: 9,738 shares; 2025Q3: 9,738 shares; 2025Q4: 9,738 shares; 2026Q1: 9,738 shares 9,738 $338K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: not reported; 2025Q1: 6,061 shares; 2025Q2: 9,498 shares; 2025Q3: 9,961 shares; 2025Q4: 7,605 shares; 2026Q1: 7,813 shares 7,813 $337K <0.01% +208 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 934 shares; 2025Q4: not reported; 2026Q1: 5,955 shares 5,955 $337K <0.01% new Timeline KBH KB HOME More: the full row for KB HOME 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: 2,416 shares; 2025Q4: not reported; 2026Q1: 6,511 shares 6,511 $337K <0.01% new Timeline ZJAN 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: not reported; 2025Q3: 4,238 shares; 2025Q4: 8,238 shares; 2026Q1: 12,340 shares 12,340 $336K <0.01% +4,102 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,585 shares; 2025Q4: 8,806 shares; 2026Q1: 12,307 shares 12,307 $336K <0.01% +3,501 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,769 shares; 2024Q4: 3,708 shares; 2025Q1: 12,482 shares; 2025Q2: 3,789 shares; 2025Q3: 2,927 shares; 2025Q4: 2,950 shares; 2026Q1: 3,650 shares 3,650 $336K <0.01% +700 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 1,179 shares; 2026Q1: 1,348 shares 1,348 $336K <0.01% +169 Timeline UAUG 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: 8,520 shares; 2025Q1: 8,520 shares; 2025Q2: 8,520 shares; 2025Q3: 8,520 shares; 2025Q4: 8,520 shares; 2026Q1: 8,520 shares 8,520 $335K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,457 shares; 2025Q1: 2,605 shares; 2025Q2: 3,045 shares; 2025Q3: 2,848 shares; 2025Q4: 3,052 shares; 2026Q1: 3,788 shares 3,788 $335K <0.01% +736 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,725 shares; 2024Q4: 6,708 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 7,967 shares 7,967 $334K <0.01% +1,967 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,899 shares; 2024Q4: 7,553 shares; 2025Q1: 7,880 shares; 2025Q2: 7,312 shares; 2025Q3: 7,312 shares; 2025Q4: 7,289 shares; 2026Q1: 6,738 shares 6,738 $334K <0.01% -551 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,774 shares; 2025Q4: 4,323 shares; 2026Q1: 8,546 shares 8,546 $333K <0.01% +4,223 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,865 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares 4,630 $333K <0.01% 0 R RYDER SYS INC More: the full row for RYDER 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: 1,720 shares; 2025Q3: 199 shares; 2025Q4: not reported; 2026Q1: 1,624 shares 1,624 $332K <0.01% new Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,338 shares; 2025Q2: not reported; 2025Q3: 4,846 shares; 2025Q4: 8,760 shares; 2026Q1: 8,861 shares 8,861 $332K <0.01% +101 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 28,500 shares; 2025Q4: 33,000 shares; 2026Q1: 34,500 shares 34,500 $331K <0.01% +1,500 Timeline EMLP 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: 8,099 shares; 2024Q4: 7,447 shares; 2025Q1: 11,542 shares; 2025Q2: 8,366 shares; 2025Q3: 8,367 shares; 2025Q4: 7,418 shares; 2026Q1: 7,520 shares 7,520 $328K <0.01% +102 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,377 shares; 2025Q2: 5,399 shares; 2025Q3: 5,426 shares; 2025Q4: 5,494 shares; 2026Q1: 5,453 shares 5,453 $328K <0.01% -41 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,649 shares; 2025Q2: 30,452 shares; 2025Q3: 6,776 shares; 2025Q4: not reported; 2026Q1: 8,336 shares 8,336 $328K <0.01% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 8,995 shares; 2025Q1: 6,233 shares; 2025Q2: 6,332 shares; 2025Q3: 6,233 shares; 2025Q4: 6,233 shares; 2026Q1: 6,243 shares 6,243 $328K <0.01% +10 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,515 shares; 2026Q1: 19,683 shares 19,683 $327K <0.01% -20,832 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 314 shares; 2025Q1: 172 shares; 2025Q2: 191 shares; 2025Q3: 195 shares; 2025Q4: 198 shares; 2026Q1: 259 shares 259 $327K <0.01% +61 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,262 shares; 2025Q3: 7,294 shares; 2025Q4: 7,183 shares; 2026Q1: 7,232 shares 7,232 $327K <0.01% +49 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,406 shares; 2025Q1: 20,204 shares; 2025Q2: 17,275 shares; 2025Q3: 17,275 shares; 2025Q4: 16,094 shares; 2026Q1: 16,094 shares 16,094 $326K <0.01% 0 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP 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: 15,045 shares; 2025Q4: 21,480 shares; 2026Q1: 21,480 shares 21,480 $326K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,288 shares; 2024Q4: 8,593 shares; 2025Q1: not reported; 2025Q2: 1,321 shares; 2025Q3: 1,565 shares; 2025Q4: 1,548 shares; 2026Q1: 2,440 shares 2,440 $325K <0.01% +892 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,032 shares; 2024Q4: 33,730 shares; 2025Q1: 33,758 shares; 2025Q2: 40,829 shares; 2025Q3: 38,115 shares; 2025Q4: 29,984 shares; 2026Q1: 15,645 shares 15,645 $325K <0.01% -14,339 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,715 shares; 2024Q4: 19,290 shares; 2025Q1: 22,472 shares; 2025Q2: 21,472 shares; 2025Q3: 31,429 shares; 2025Q4: 28,140 shares; 2026Q1: 25,872 shares 25,872 $324K <0.01% -2,268 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,107 shares; 2025Q4: 4,203 shares; 2026Q1: 5,955 shares 5,955 $323K <0.01% +1,752 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 7,959 shares; 2025Q1: 7,527 shares; 2025Q2: 7,184 shares; 2025Q3: 7,621 shares; 2025Q4: 7,341 shares; 2026Q1: 7,618 shares 7,618 $323K <0.01% +277 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,592 shares; 2025Q3: 4,592 shares; 2025Q4: 6,729 shares; 2026Q1: 6,729 shares 6,729 $323K <0.01% 0 Timeline MGC 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: 2,848 shares; 2024Q4: 2,922 shares; 2025Q1: 2,645 shares; 2025Q2: 2,491 shares; 2025Q3: 2,491 shares; 2025Q4: 2,553 shares; 2026Q1: 1,363 shares 1,363 $322K <0.01% -1,190 Timeline FVAL 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: 4,838 shares; 2024Q4: 4,365 shares; 2025Q1: 4,410 shares; 2025Q2: 4,284 shares; 2025Q3: 4,290 shares; 2025Q4: 4,283 shares; 2026Q1: 4,637 shares 4,637 $322K <0.01% +354 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 36,121 shares; 2025Q1: 17,496 shares; 2025Q2: 17,250 shares; 2025Q3: 19,407 shares; 2025Q4: 28,411 shares; 2026Q1: 37,766 shares 37,766 $321K <0.01% +9,355 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,499 shares; 2025Q2: 3,632 shares; 2025Q3: 3,615 shares; 2025Q4: 3,805 shares; 2026Q1: 3,925 shares 3,925 $321K <0.01% +120 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,769 shares 6,769 $321K <0.01% new Timeline DGII DIGI INTL INC More: the full row for DIGI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,633 shares 6,633 $320K <0.01% new Timeline SLND SOUTHLAND HLDGS INC More: the full row for SOUTHLAND 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: 245,370 shares 245,370 $319K <0.01% new Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,356 shares; 2024Q4: 10,707 shares; 2025Q1: 11,800 shares; 2025Q2: 15,019 shares; 2025Q3: 12,319 shares; 2025Q4: 22,150 shares; 2026Q1: 22,050 shares 22,050 $319K <0.01% -100 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 2,683 shares; 2025Q1: 3,849 shares; 2025Q2: 2,835 shares; 2025Q3: 2,836 shares; 2025Q4: 2,787 shares; 2026Q1: 2,048 shares 2,048 $319K <0.01% -739 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 43,579 shares; 2025Q1: 29,998 shares; 2025Q2: 26,588 shares; 2025Q3: 42,847 shares; 2025Q4: 24,831 shares; 2026Q1: 17,030 shares 17,030 $318K <0.01% -7,801 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,190 shares; 2024Q4: 11,114 shares; 2025Q1: 5,684 shares; 2025Q2: 9,219 shares; 2025Q3: 6,698 shares; 2025Q4: 9,103 shares; 2026Q1: 8,376 shares 8,376 $318K <0.01% -727 Timeline ARTY 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: 9,005 shares; 2025Q2: 6,277 shares; 2025Q3: 6,184 shares; 2025Q4: 6,701 shares; 2026Q1: 6,834 shares 6,834 $318K <0.01% +133 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 674 shares; 2025Q1: 675 shares; 2025Q2: 928 shares; 2025Q3: 812 shares; 2025Q4: 790 shares; 2026Q1: 885 shares 885 $318K <0.01% +95 Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,605 shares 7,605 $317K <0.01% new Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS 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: 1,213 shares; 2025Q4: not reported; 2026Q1: 5,614 shares 5,614 $317K <0.01% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 977 shares; 2025Q4: not reported; 2026Q1: 14,608 shares 14,608 $317K <0.01% new Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,461 shares; 2025Q3: 12,849 shares; 2025Q4: 14,351 shares; 2026Q1: 14,355 shares 14,355 $316K <0.01% +4 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,743 shares; 2024Q4: 4,397 shares; 2025Q1: 2,864 shares; 2025Q2: 2,970 shares; 2025Q3: 2,716 shares; 2025Q4: 2,970 shares; 2026Q1: 2,951 shares 2,951 $315K <0.01% -19 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,477 shares; 2024Q4: 39,710 shares; 2025Q1: 44,630 shares; 2025Q2: 47,713 shares; 2025Q3: 55,102 shares; 2025Q4: 56,631 shares; 2026Q1: 47,514 shares 47,514 $315K <0.01% -9,117 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,842 shares; 2025Q3: 5,894 shares; 2025Q4: 5,949 shares; 2026Q1: 7,911 shares 7,911 $315K <0.01% +1,962 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 3,466 shares; 2025Q1: 3,091 shares; 2025Q2: 4,219 shares; 2025Q3: 4,104 shares; 2025Q4: 3,933 shares; 2026Q1: 4,386 shares 4,386 $315K <0.01% +453 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,043 shares; 2024Q4: 25,812 shares; 2025Q1: 17,096 shares; 2025Q2: 16,276 shares; 2025Q3: 17,431 shares; 2025Q4: 30,895 shares; 2026Q1: 31,406 shares 31,406 $314K <0.01% +511 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,434 shares; 2026Q1: 12,789 shares 12,789 $314K <0.01% +1,355 Timeline BJUN 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: 6,779 shares; 2024Q4: 6,779 shares; 2025Q1: 6,779 shares; 2025Q2: 6,779 shares; 2025Q3: 6,779 shares; 2025Q4: 6,779 shares; 2026Q1: 6,779 shares 6,779 $314K <0.01% 0 Timeline IGLD 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: 10,132 shares; 2025Q2: 10,152 shares; 2025Q3: 10,831 shares; 2025Q4: 11,829 shares; 2026Q1: 12,281 shares 12,281 $314K <0.01% +452 Timeline SLQD 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: 4,619 shares; 2025Q1: 4,573 shares; 2025Q2: 5,226 shares; 2025Q3: 5,678 shares; 2025Q4: 5,683 shares; 2026Q1: 6,186 shares 6,186 $312K <0.01% +503 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,359 shares; 2025Q2: 8,575 shares; 2025Q3: 6,574 shares; 2025Q4: 6,739 shares; 2026Q1: 6,669 shares 6,669 $311K <0.01% -70 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 581 shares; 2025Q4: not reported; 2026Q1: 12,216 shares 12,216 $310K <0.01% new Timeline HAWX 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: 8,116 shares; 2025Q1: 10,063 shares; 2025Q2: 9,080 shares; 2025Q3: 9,469 shares; 2025Q4: 9,367 shares; 2026Q1: 7,576 shares 7,576 $310K <0.01% -1,791 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD 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: 17,143 shares; 2025Q4: 11,103 shares; 2026Q1: 11,103 shares 11,103 $309K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,306 shares; 2024Q4: 146,563 shares; 2025Q1: 25,300 shares; 2025Q2: 24,800 shares; 2025Q3: 31,500 shares; 2025Q4: 37,750 shares; 2026Q1: 21,500 shares 21,500 $307K <0.01% -16,250 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY 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: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 9,300 shares; 2026Q1: 9,400 shares 9,400 $307K <0.01% +100 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,421 shares; 2024Q4: 10,152 shares; 2025Q1: 9,494 shares; 2025Q2: 9,175 shares; 2025Q3: 9,175 shares; 2025Q4: 9,175 shares; 2026Q1: 7,675 shares 7,675 $307K <0.01% -1,500 Timeline BALL BALL CORP More: the full row for BALL 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: 2,465 shares; 2025Q4: not reported; 2026Q1: 5,180 shares 5,180 $306K <0.01% new Timeline UNOV 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: 6,676 shares; 2025Q1: 6,676 shares; 2025Q2: 6,676 shares; 2025Q3: 6,676 shares; 2025Q4: 8,178 shares; 2026Q1: 8,178 shares 8,178 $305K <0.01% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,327 shares; 2025Q3: 2,270 shares; 2025Q4: 2,085 shares; 2026Q1: 2,130 shares 2,130 $305K <0.01% +45 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,876 shares; 2026Q1: 7,654 shares 7,654 $304K <0.01% -21,222 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,119 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,115 shares; 2025Q3: 15,263 shares; 2025Q4: 13,555 shares; 2026Q1: 17,658 shares 17,658 $304K <0.01% +4,103 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 2,761 shares; 2025Q1: 2,758 shares; 2025Q2: 2,509 shares; 2025Q3: 2,409 shares; 2025Q4: 2,483 shares; 2026Q1: 2,519 shares 2,519 $304K <0.01% +36 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,282 shares; 2025Q2: 5,167 shares; 2025Q3: 5,177 shares; 2025Q4: 5,195 shares; 2026Q1: 5,205 shares 5,205 $302K <0.01% +10 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,555 shares; 2025Q1: 4,431 shares; 2025Q2: 3,435 shares; 2025Q3: 3,186 shares; 2025Q4: 4,462 shares; 2026Q1: 4,611 shares 4,611 $301K <0.01% +149 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,303 shares; 2025Q2: not reported; 2025Q3: 2,820 shares; 2025Q4: not reported; 2026Q1: 4,595 shares 4,595 $301K <0.01% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,756 shares; 2024Q4: 23,003 shares; 2025Q1: 23,605 shares; 2025Q2: 24,684 shares; 2025Q3: 23,480 shares; 2025Q4: 22,417 shares; 2026Q1: 17,320 shares 17,320 $300K <0.01% -5,097 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,743 shares; 2025Q4: 3,062 shares; 2026Q1: 3,209 shares 3,209 $299K <0.01% +147 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,286 shares; 2024Q4: 19,688 shares; 2025Q1: 29,016 shares; 2025Q2: 25,340 shares; 2025Q3: 21,756 shares; 2025Q4: 6,202 shares; 2026Q1: 6,202 shares 6,202 $299K <0.01% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,865 shares; 2024Q4: 10,029 shares; 2025Q1: 8,508 shares; 2025Q2: 8,838 shares; 2025Q3: 8,838 shares; 2025Q4: 8,838 shares; 2026Q1: 8,343 shares 8,343 $298K <0.01% -495 Timeline IYM 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: 137 shares; 2025Q4: not reported; 2026Q1: 1,690 shares 1,690 $297K <0.01% new Timeline IBTI 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: 12,023 shares; 2026Q1: 13,280 shares 13,280 $296K <0.01% +1,257 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,111 shares; 2024Q4: 3,736 shares; 2025Q1: 4,006 shares; 2025Q2: 3,946 shares; 2025Q3: 4,174 shares; 2025Q4: 3,672 shares; 2026Q1: 2,937 shares 2,937 $296K <0.01% -735 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,411 shares; 2025Q1: 3,172 shares; 2025Q2: 3,335 shares; 2025Q3: 3,271 shares; 2025Q4: 3,019 shares; 2026Q1: 2,752 shares 2,752 $296K <0.01% -267 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 2,722 shares; 2025Q1: 2,068 shares; 2025Q2: 1,724 shares; 2025Q3: 1,792 shares; 2025Q4: 1,565 shares; 2026Q1: 1,612 shares 1,612 $295K <0.01% +47 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,561 shares; 2024Q4: 13,392 shares; 2025Q1: 14,945 shares; 2025Q2: 14,646 shares; 2025Q3: 14,537 shares; 2025Q4: 15,032 shares; 2026Q1: 15,379 shares 15,379 $295K <0.01% +347 Timeline QFLR 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: not reported; 2025Q3: 4,004 shares; 2025Q4: 7,921 shares; 2026Q1: 8,834 shares 8,834 $294K <0.01% +913 Timeline FN FABRINET More: the full row for FABRINET 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: 229 shares; 2025Q4: 610 shares; 2026Q1: 564 shares 564 $294K <0.01% -46 Timeline HYGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,815 shares; 2025Q4: not reported; 2026Q1: 7,335 shares 7,335 $294K <0.01% new Timeline PREF 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: 15,712 shares; 2025Q4: 18,888 shares; 2026Q1: 15,564 shares 15,564 $293K <0.01% -3,324 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 10,044 shares; 2025Q1: 9,277 shares; 2025Q2: 7,327 shares; 2025Q3: 7,339 shares; 2025Q4: 6,014 shares; 2026Q1: 6,024 shares 6,024 $292K <0.01% +10 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A 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: 5,304 shares; 2025Q4: 14,022 shares; 2026Q1: 79,881 shares 79,881 $292K <0.01% +65,859 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,298 shares; 2025Q1: not reported; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,875 shares; 2026Q1: 7,061 shares 7,061 $291K <0.01% +1,186 Timeline DTCR 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: 10,533 shares; 2025Q4: 11,365 shares; 2026Q1: 12,155 shares 12,155 $291K <0.01% +790 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 5,706 shares; 2025Q1: 6,133 shares; 2025Q2: 6,208 shares; 2025Q3: 7,294 shares; 2025Q4: 6,137 shares; 2026Q1: 6,200 shares 6,200 $290K <0.01% +63 Timeline LIT 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: 8,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,012 shares; 2025Q4: 3,275 shares; 2026Q1: 3,904 shares 3,904 $290K <0.01% +629 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 3,687 shares; 2025Q4: 5,002 shares; 2026Q1: 5,201 shares 5,201 $290K <0.01% +199 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 17,459 shares; 2025Q1: 32,590 shares; 2025Q2: 33,472 shares; 2025Q3: 29,769 shares; 2025Q4: 15,215 shares; 2026Q1: 15,146 shares 15,146 $289K <0.01% -69 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,408 shares; 2025Q1: 2,352 shares; 2025Q2: 1,852 shares; 2025Q3: 7,046 shares; 2025Q4: 2,419 shares; 2026Q1: 2,366 shares 2,366 $289K <0.01% -53 Timeline HYBB 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: 113 shares; 2025Q4: not reported; 2026Q1: 6,212 shares 6,212 $289K <0.01% new Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 4,460 shares; 2025Q3: 1,825 shares; 2025Q4: not reported; 2026Q1: 3,741 shares 3,741 $289K <0.01% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,601 shares; 2024Q4: 12,474 shares; 2025Q1: 7,483 shares; 2025Q2: 7,525 shares; 2025Q3: 6,710 shares; 2025Q4: 7,532 shares; 2026Q1: 7,706 shares 7,706 $289K <0.01% +174 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,679 shares; 2025Q1: 3,935 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 4,235 shares; 2026Q1: 4,235 shares 4,235 $288K <0.01% 0 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,969 shares 7,969 $288K <0.01% new Timeline ARQQ ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,603 shares; 2025Q3: 19,944 shares; 2025Q4: 19,944 shares; 2026Q1: 21,747 shares 21,747 $288K <0.01% +1,803 Timeline FTSM 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: 44,527 shares; 2024Q4: 16,233 shares; 2025Q1: 15,393 shares; 2025Q2: 8,395 shares; 2025Q3: 6,492 shares; 2025Q4: 5,119 shares; 2026Q1: 4,819 shares 4,819 $288K <0.01% -300 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,389 shares; 2024Q4: 26,157 shares; 2025Q1: 31,118 shares; 2025Q2: 31,758 shares; 2025Q3: 23,902 shares; 2025Q4: 24,230 shares; 2026Q1: 4,579 shares 4,579 $286K <0.01% -19,651 Timeline FIDI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,512 shares; 2025Q4: not reported; 2026Q1: 10,343 shares 10,343 $286K <0.01% new Timeline ZDEK 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: not reported; 2025Q3: 2,000 shares; 2025Q4: 13,096 shares; 2026Q1: 11,096 shares 11,096 $284K <0.01% -2,000 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,057 shares; 2024Q4: 51,126 shares; 2025Q1: 51,126 shares; 2025Q2: 44,537 shares; 2025Q3: 39,653 shares; 2025Q4: 29,608 shares; 2026Q1: 8,528 shares 8,528 $284K <0.01% -21,080 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE 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: 110 shares; 2025Q4: not reported; 2026Q1: 5,879 shares 5,879 $283K <0.01% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,848 shares; 2025Q3: 6,059 shares; 2025Q4: 7,717 shares; 2026Q1: 6,661 shares 6,661 $281K <0.01% -1,056 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: 1,980 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,064 shares 2,064 $280K <0.01% -201 Timeline CPSP CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,612 shares; 2025Q3: 10,612 shares; 2025Q4: 10,612 shares; 2026Q1: 10,612 shares 10,612 $280K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,998 shares; 2025Q4: 8,540 shares; 2026Q1: 8,315 shares 8,315 $280K <0.01% -225 Timeline YLD 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: 8,876 shares; 2025Q4: 15,691 shares; 2026Q1: 14,752 shares 14,752 $280K <0.01% -939 Timeline VIOO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,036 shares; 2025Q3: 2,533 shares; 2025Q4: 2,325 shares; 2026Q1: 2,431 shares 2,431 $279K <0.01% +106 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,893 shares; 2024Q4: 15,372 shares; 2025Q1: 15,218 shares; 2025Q2: 15,135 shares; 2025Q3: 15,496 shares; 2025Q4: 15,972 shares; 2026Q1: 5,196 shares 5,196 $278K <0.01% -10,776 Timeline IBTJ 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: 1,092 shares; 2025Q4: 12,928 shares; 2026Q1: 12,736 shares 12,736 $278K <0.01% -192 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,423 shares; 2024Q4: 7,090 shares; 2025Q1: 6,442 shares; 2025Q2: 6,466 shares; 2025Q3: 6,631 shares; 2025Q4: 6,558 shares; 2026Q1: 5,812 shares 5,812 $278K <0.01% -746 Timeline ITB 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: 108,710 shares; 2024Q4: 10,284 shares; 2025Q1: 3,483 shares; 2025Q2: 2,555 shares; 2025Q3: 3,891 shares; 2025Q4: 3,764 shares; 2026Q1: 3,070 shares 3,070 $278K <0.01% -694 Timeline FPFD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,866 shares; 2025Q4: not reported; 2026Q1: 12,901 shares 12,901 $277K <0.01% new Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,814 shares; 2025Q1: 19,282 shares; 2025Q2: 24,414 shares; 2025Q3: 24,870 shares; 2025Q4: not reported; 2026Q1: 9,289 shares 9,289 $277K <0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,895 shares; 2024Q4: 5,762 shares; 2025Q1: 5,860 shares; 2025Q2: 5,340 shares; 2025Q3: 5,629 shares; 2025Q4: 5,547 shares; 2026Q1: 5,574 shares 5,574 $277K <0.01% +27 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A 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: 409 shares; 2025Q4: not reported; 2026Q1: 32,887 shares 32,887 $276K <0.01% new Timeline CREX CREATIVE REALITIES INC More: the full row for CREATIVE REALITIES 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: 80,000 shares; 2026Q1: 80,000 shares 80,000 $275K <0.01% 0 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS 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: 10,503 shares; 2025Q3: 7,846 shares; 2025Q4: 6,848 shares; 2026Q1: 6,189 shares 6,189 $274K <0.01% -659 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,803 shares; 2024Q4: 14,938 shares; 2025Q1: 7,851 shares; 2025Q2: not reported; 2025Q3: 7,763 shares; 2025Q4: 7,631 shares; 2026Q1: 7,289 shares 7,289 $274K <0.01% -342 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: not reported; 2025Q1: 6,128 shares; 2025Q2: 6,208 shares; 2025Q3: 6,144 shares; 2025Q4: 6,156 shares; 2026Q1: 6,337 shares 6,337 $274K <0.01% +181 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 13,022 shares; 2025Q1: not reported; 2025Q2: 10,410 shares; 2025Q3: 10,979 shares; 2025Q4: 10,979 shares; 2026Q1: 11,556 shares 11,556 $273K <0.01% +577 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: not reported; 2026Q1: 8,638 shares 8,638 $272K <0.01% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,653 shares; 2025Q3: 5,914 shares; 2025Q4: 5,540 shares; 2026Q1: 5,347 shares 5,347 $272K <0.01% -193 Timeline IYE 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: 8,606 shares; 2024Q4: 5,911 shares; 2025Q1: 5,052 shares; 2025Q2: 4,756 shares; 2025Q3: 4,294 shares; 2025Q4: not reported; 2026Q1: 4,180 shares 4,180 $271K <0.01% new Timeline XRT 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: 3,993 shares; 2025Q2: 3,782 shares; 2025Q3: 3,483 shares; 2025Q4: 3,341 shares; 2026Q1: 3,364 shares 3,364 $271K <0.01% +23 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,319 shares; 2024Q4: 11,787 shares; 2025Q1: 11,804 shares; 2025Q2: 12,586 shares; 2025Q3: 12,060 shares; 2025Q4: 7,106 shares; 2026Q1: 7,503 shares 7,503 $271K <0.01% +397 Timeline ACWV 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: 2,137 shares; 2024Q4: 2,012 shares; 2025Q1: 2,314 shares; 2025Q2: 2,139 shares; 2025Q3: 2,199 shares; 2025Q4: 2,147 shares; 2026Q1: 2,253 shares 2,253 $269K <0.01% +106 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS 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: 505 shares; 2025Q4: not reported; 2026Q1: 32,552 shares 32,552 $269K <0.01% new Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 2,491 shares; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,415 shares; 2025Q4: 2,416 shares; 2026Q1: 2,316 shares 2,316 $269K <0.01% -100 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,028 shares; 2024Q4: 23,080 shares; 2025Q1: 17,773 shares; 2025Q2: 24,151 shares; 2025Q3: 16,916 shares; 2025Q4: 16,341 shares; 2026Q1: 24,995 shares 24,995 $268K <0.01% +8,654 Timeline QQQI 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: not reported; 2025Q2: not reported; 2025Q3: 25 shares; 2025Q4: 4,491 shares; 2026Q1: 5,400 shares 5,400 $268K <0.01% +909 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,313 shares; 2024Q4: 20,313 shares; 2025Q1: 20,313 shares; 2025Q2: 23,035 shares; 2025Q3: 23,384 shares; 2025Q4: not reported; 2026Q1: 10,783 shares 10,783 $267K <0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,853 shares; 2025Q3: 12,831 shares; 2025Q4: 11,351 shares; 2026Q1: 1,353 shares 1,353 $267K <0.01% -9,998 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,767 shares; 2025Q4: 9,231 shares; 2026Q1: 10,607 shares 10,607 $267K <0.01% +1,376 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,086 shares; 2025Q3: 2,110 shares; 2025Q4: 2,138 shares; 2026Q1: 2,371 shares 2,371 $267K <0.01% +233 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS 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: 3,552 shares; 2025Q3: 6,776 shares; 2025Q4: 4,411 shares; 2026Q1: 4,379 shares 4,379 $267K <0.01% -32 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: not reported; 2026Q1: 2,624 shares 2,624 $266K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 6,369 shares; 2025Q1: 7,000 shares; 2025Q2: 7,440 shares; 2025Q3: 7,510 shares; 2025Q4: 31,103 shares; 2026Q1: 6,294 shares 6,294 $266K <0.01% -24,809 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,689 shares; 2024Q4: not reported; 2025Q1: 125,305 shares; 2025Q2: not reported; 2025Q3: 1,531 shares; 2025Q4: not reported; 2026Q1: 9,731 shares 9,731 $266K <0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 96 shares; 2025Q1: 92 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 45 shares; 2026Q1: 40 shares 40 $264K <0.01% -5 Timeline ESG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,737 shares 1,737 $264K <0.01% new Timeline DAVE DAVE INC More: the full row for DAVE 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: 18 shares; 2025Q4: not reported; 2026Q1: 1,511 shares 1,511 $263K <0.01% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,895 shares; 2025Q3: 4,341 shares; 2025Q4: 4,384 shares; 2026Q1: 4,149 shares 4,149 $263K <0.01% -235 Timeline CAST FREECAST INC More: the full row for FREECAST 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: 58,775 shares 58,775 $262K <0.01% new Timeline JVAL 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: 5,349 shares; 2025Q3: 5,340 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares 5,340 $261K <0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,348 shares; 2025Q4: not reported; 2026Q1: 12,758 shares 12,758 $261K <0.01% new Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,493 shares; 2025Q2: 2,456 shares; 2025Q3: 1,889 shares; 2025Q4: 1,693 shares; 2026Q1: 1,812 shares 1,812 $261K <0.01% +119 Timeline FXL 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: 2,452 shares; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,638 shares; 2025Q3: 1,638 shares; 2025Q4: 1,638 shares; 2026Q1: 1,638 shares 1,638 $260K <0.01% 0 Timeline QXO QXO INC More: the full row for QXO 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: 4,531 shares; 2025Q4: not reported; 2026Q1: 13,376 shares 13,376 $260K <0.01% new Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,159 shares; 2025Q2: 8,204 shares; 2025Q3: 8,204 shares; 2025Q4: 8,204 shares; 2026Q1: 8,204 shares 8,204 $260K <0.01% 0 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,901 shares; 2025Q4: not reported; 2026Q1: 7,758 shares 7,758 $260K <0.01% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,364 shares; 2024Q4: 5,331 shares; 2025Q1: 5,242 shares; 2025Q2: 4,095 shares; 2025Q3: 5,937 shares; 2025Q4: 4,269 shares; 2026Q1: 4,270 shares 4,270 $257K <0.01% +1 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 1,077 shares; 2025Q4: 1,854 shares; 2026Q1: 2,081 shares 2,081 $256K <0.01% +227 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,309 shares; 2025Q1: 18,164 shares; 2025Q2: 33,448 shares; 2025Q3: 18,019 shares; 2025Q4: 6,404 shares; 2026Q1: 6,788 shares 6,788 $256K <0.01% +384 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,355 shares 29,355 $256K <0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY 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: 2,245 shares; 2025Q4: 5,848 shares; 2026Q1: 5,682 shares 5,682 $256K <0.01% -166 Timeline FNX 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: 2,190 shares; 2024Q4: 2,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,085 shares; 2025Q4: not reported; 2026Q1: 1,993 shares 1,993 $256K <0.01% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,760 shares; 2024Q4: 10,049 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,765 shares; 2025Q4: 9,468 shares; 2026Q1: 10,788 shares 10,788 $255K <0.01% +1,320 Timeline EIPI 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: 12,561 shares; 2024Q4: 12,175 shares; 2025Q1: 11,235 shares; 2025Q2: 11,318 shares; 2025Q3: 11,318 shares; 2025Q4: 11,318 shares; 2026Q1: 11,318 shares 11,318 $255K <0.01% 0 Timeline IBMP 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: 10,500 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $254K <0.01% 0 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares; 2025Q4: not reported; 2026Q1: 2,965 shares 2,965 $254K <0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,955 shares; 2025Q4: not reported; 2026Q1: 11,803 shares 11,803 $254K <0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE 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: 8,499 shares; 2025Q4: not reported; 2026Q1: 11,352 shares 11,352 $254K <0.01% new Timeline IHE 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: 4,146 shares; 2024Q4: 4,439 shares; 2025Q1: 4,296 shares; 2025Q2: 4,178 shares; 2025Q3: 4,178 shares; 2025Q4: 4,208 shares; 2026Q1: 2,918 shares 2,918 $253K <0.01% -1,290 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 25,739 shares 25,739 $252K <0.01% new Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS 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: 21,390 shares; 2025Q3: 21,390 shares; 2025Q4: 21,390 shares; 2026Q1: 20,000 shares 20,000 $252K <0.01% -1,390 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,284 shares; 2024Q4: 28,581 shares; 2025Q1: 27,985 shares; 2025Q2: 37,985 shares; 2025Q3: 33,758 shares; 2025Q4: 39,636 shares; 2026Q1: 15,757 shares 15,757 $251K <0.01% -23,879 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 585 shares; 2025Q1: 595 shares; 2025Q2: 612 shares; 2025Q3: 542 shares; 2025Q4: not reported; 2026Q1: 689 shares 689 $251K <0.01% new Timeline ZMAR 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: not reported; 2025Q3: 5,459 shares; 2025Q4: not reported; 2026Q1: 9,057 shares 9,057 $250K <0.01% new Timeline SDIV 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: 16,814 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,527 shares; 2025Q4: 8,527 shares; 2026Q1: 9,879 shares 9,879 $250K <0.01% +1,352 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 854 shares; 2025Q4: not reported; 2026Q1: 965 shares 965 $249K <0.01% new Timeline TPG TPG INC More: the full row for TPG 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: 2,779 shares; 2025Q4: 3,938 shares; 2026Q1: 6,133 shares 6,133 $248K <0.01% +2,195 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 5,697 shares; 2025Q1: 6,044 shares; 2025Q2: 5,871 shares; 2025Q3: 3,329 shares; 2025Q4: 3,272 shares; 2026Q1: 3,460 shares 3,460 $248K <0.01% +188 Timeline FMAT 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: 88,092 shares; 2024Q4: 44,821 shares; 2025Q1: 48,612 shares; 2025Q2: 4,344 shares; 2025Q3: 4,345 shares; 2025Q4: 4,321 shares; 2026Q1: 4,301 shares 4,301 $248K <0.01% -20 Timeline WCLD 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: 6,868 shares; 2024Q4: 7,874 shares; 2025Q1: 8,737 shares; 2025Q2: 9,198 shares; 2025Q3: 9,036 shares; 2025Q4: 9,399 shares; 2026Q1: 9,072 shares 9,072 $248K <0.01% -327 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,395 shares; 2024Q4: 14,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,131 shares; 2025Q4: not reported; 2026Q1: 3,756 shares 3,756 $247K <0.01% new Timeline EWT 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: 6,157 shares; 2025Q1: 4,846 shares; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: not reported; 2026Q1: 3,479 shares 3,479 $247K <0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,177 shares; 2024Q4: 10,913 shares; 2025Q1: not reported; 2025Q2: 7,407 shares; 2025Q3: 5,870 shares; 2025Q4: not reported; 2026Q1: 5,034 shares 5,034 $245K <0.01% new Timeline IXN 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: 1,062 shares; 2025Q4: not reported; 2026Q1: 2,452 shares 2,452 $245K <0.01% new Timeline SPFF 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: 18,680 shares; 2024Q4: 17,684 shares; 2025Q1: 17,684 shares; 2025Q2: 17,684 shares; 2025Q3: 17,684 shares; 2025Q4: 27,567 shares; 2026Q1: 27,567 shares 27,567 $245K <0.01% 0 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,268 shares; 2025Q3: 19,011 shares; 2025Q4: 16,844 shares; 2026Q1: 11,724 shares 11,724 $245K <0.01% -5,120 Timeline SHYL DBX ETF TR More: the full row for DBX 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: 16,038 shares; 2025Q3: 17,989 shares; 2025Q4: 7,328 shares; 2026Q1: 5,519 shares 5,519 $245K <0.01% -1,809 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,015 shares; 2025Q2: 9,535 shares; 2025Q3: 9,070 shares; 2025Q4: 6,752 shares; 2026Q1: 6,777 shares 6,777 $245K <0.01% +25 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,988 shares; 2025Q1: 10,152 shares; 2025Q2: 10,416 shares; 2025Q3: 37,716 shares; 2025Q4: 32,966 shares; 2026Q1: 35,627 shares 35,627 $245K <0.01% +2,661 Timeline BEDY BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,007 shares 9,007 $245K <0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,614 shares; 2025Q3: 6,219 shares; 2025Q4: not reported; 2026Q1: 10,877 shares 10,877 $244K <0.01% new Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 658 shares; 2026Q1: 466 shares 466 $244K <0.01% -192 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,475 shares; 2024Q4: 6,231 shares; 2025Q1: 6,762 shares; 2025Q2: 6,539 shares; 2025Q3: 6,763 shares; 2025Q4: 5,780 shares; 2026Q1: 3,699 shares 3,699 $244K <0.01% -2,081 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 289 shares; 2025Q4: not reported; 2026Q1: 357 shares 357 $243K <0.01% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 5,813 shares; 2025Q1: 4,961 shares; 2025Q2: 3,067 shares; 2025Q3: 2,892 shares; 2025Q4: 2,972 shares; 2026Q1: 3,215 shares 3,215 $243K <0.01% +243 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,912 shares; 2024Q4: 10,730 shares; 2025Q1: 10,915 shares; 2025Q2: 11,687 shares; 2025Q3: 11,474 shares; 2025Q4: 11,552 shares; 2026Q1: 11,623 shares 11,623 $243K <0.01% +71 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: not reported; 2026Q1: 7,603 shares 7,603 $243K <0.01% new Timeline DFE 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: 3,380 shares; 2024Q4: not reported; 2025Q1: 3,380 shares; 2025Q2: 3,380 shares; 2025Q3: 3,380 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares 3,380 $242K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 3,685 shares; 2025Q3: 3,658 shares; 2025Q4: 4,271 shares; 2026Q1: 4,095 shares 4,095 $242K <0.01% -176 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,622 shares; 2025Q1: 15,244 shares; 2025Q2: 4,344 shares; 2025Q3: 3,987 shares; 2025Q4: 3,847 shares; 2026Q1: 3,487 shares 3,487 $242K <0.01% -360 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,493 shares; 2025Q3: 15,245 shares; 2025Q4: 14,182 shares; 2026Q1: 13,569 shares 13,569 $242K <0.01% -613 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS 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: 7,458 shares; 2025Q4: 7,514 shares; 2026Q1: 9,192 shares 9,192 $241K <0.01% +1,678 Timeline BBBS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,717 shares 4,717 $241K <0.01% new Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,387 shares; 2024Q4: not reported; 2025Q1: 2,671 shares; 2025Q2: 3,662 shares; 2025Q3: 3,285 shares; 2025Q4: 3,787 shares; 2026Q1: 3,253 shares 3,253 $241K <0.01% -534 Timeline DUBS 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: 37,360 shares; 2025Q1: 42,381 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,674 shares 6,674 $241K <0.01% new Timeline BSVO 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: 9,348 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,348 shares; 2025Q4: 9,486 shares; 2026Q1: 9,486 shares 9,486 $241K <0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,101 shares; 2025Q1: 2,161 shares; 2025Q2: 2,247 shares; 2025Q3: 2,358 shares; 2025Q4: 2,258 shares; 2026Q1: 1,898 shares 1,898 $240K <0.01% -360 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,853 shares; 2024Q4: 37,458 shares; 2025Q1: 18,019 shares; 2025Q2: 9,247 shares; 2025Q3: 9,089 shares; 2025Q4: 7,189 shares; 2026Q1: 7,229 shares 7,229 $239K <0.01% +40 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 3,647 shares; 2025Q3: 3,664 shares; 2025Q4: not reported; 2026Q1: 3,158 shares 3,158 $238K <0.01% new Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292 shares; 2025Q4: not reported; 2026Q1: 1,967 shares 1,967 $237K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,844 shares; 2024Q4: 17,158 shares; 2025Q1: 20,862 shares; 2025Q2: 19,512 shares; 2025Q3: 14,966 shares; 2025Q4: 14,466 shares; 2026Q1: 15,746 shares 15,746 $237K <0.01% +1,280 Timeline FOX FOX CORP More: the full row for FOX 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: 5,222 shares; 2025Q3: 420 shares; 2025Q4: 4,471 shares; 2026Q1: 4,460 shares 4,460 $237K <0.01% -11 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 12,732 shares; 2025Q4: 23,801 shares; 2026Q1: 26,219 shares 26,219 $236K <0.01% +2,418 Timeline KT KT CORP More: the full row for KT 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: 6,549 shares; 2025Q4: not reported; 2026Q1: 10,960 shares 10,960 $235K <0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 11,866 shares; 2025Q4: 13,555 shares; 2026Q1: 16,637 shares 16,637 $234K <0.01% +3,082 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,202 shares; 2025Q2: 1,401 shares; 2025Q3: 1,399 shares; 2025Q4: 1,495 shares; 2026Q1: 1,384 shares 1,384 $234K <0.01% -111 Timeline VRP 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: 45,840 shares; 2024Q4: 39,567 shares; 2025Q1: 32,780 shares; 2025Q2: 33,324 shares; 2025Q3: 33,782 shares; 2025Q4: 9,329 shares; 2026Q1: 9,717 shares 9,717 $233K <0.01% +388 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,288 shares; 2024Q4: 32,453 shares; 2025Q1: 57,868 shares; 2025Q2: 62,018 shares; 2025Q3: 64,837 shares; 2025Q4: 32,579 shares; 2026Q1: 33,438 shares 33,438 $232K <0.01% +859 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: 3,301 shares; 2025Q3: 3,240 shares; 2025Q4: 3,132 shares; 2026Q1: 3,331 shares 3,331 $232K <0.01% +199 Timeline ITT ITT INC More: the full row for ITT 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: 917 shares; 2025Q4: not reported; 2026Q1: 1,215 shares 1,215 $231K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,138 shares; 2025Q4: not reported; 2026Q1: 2,642 shares 2,642 $231K <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL 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: 2,585 shares; 2025Q4: not reported; 2026Q1: 17,627 shares 17,627 $231K <0.01% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,216 shares; 2025Q2: 14,660 shares; 2025Q3: 16,686 shares; 2025Q4: 13,319 shares; 2026Q1: 12,320 shares 12,320 $231K <0.01% -999 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,094 shares; 2024Q4: 8,032 shares; 2025Q1: not reported; 2025Q2: 6,765 shares; 2025Q3: 7,463 shares; 2025Q4: not reported; 2026Q1: 4,617 shares 4,617 $231K <0.01% new Timeline LVHD 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: 6,020 shares; 2024Q4: 6,579 shares; 2025Q1: 6,584 shares; 2025Q2: 5,402 shares; 2025Q3: 5,406 shares; 2025Q4: 5,410 shares; 2026Q1: 5,415 shares 5,415 $230K <0.01% +5 Timeline LDRT 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: 9,123 shares 9,123 $230K <0.01% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR 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: 3,886 shares; 2025Q4: not reported; 2026Q1: 15,432 shares 15,432 $230K <0.01% new Timeline SIL 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: 2,097 shares; 2025Q4: 2,586 shares; 2026Q1: 2,547 shares 2,547 $229K <0.01% -39 Timeline SPTI 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: 84,864 shares; 2024Q4: 9,911 shares; 2025Q1: 8,250 shares; 2025Q2: 7,962 shares; 2025Q3: 7,962 shares; 2025Q4: 7,962 shares; 2026Q1: 7,996 shares 7,996 $229K <0.01% +34 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: not reported; 2026Q1: 2,364 shares 2,364 $229K <0.01% new Timeline VAW 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: 1,122 shares; 2024Q4: 1,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,377 shares; 2026Q1: 1,014 shares 1,014 $229K <0.01% -363 Timeline CMDY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,980 shares; 2025Q4: not reported; 2026Q1: 3,834 shares 3,834 $228K <0.01% new Timeline REGL 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: 3,245 shares; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 2,631 shares; 2025Q3: 2,631 shares; 2025Q4: 2,631 shares; 2026Q1: 2,631 shares 2,631 $227K <0.01% 0 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 5,180 shares; 2025Q1: 5,955 shares; 2025Q2: 3,930 shares; 2025Q3: 3,935 shares; 2025Q4: 3,495 shares; 2026Q1: 3,495 shares 3,495 $227K <0.01% 0 Timeline UPSD 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: 15,169 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 9,524 shares; 2026Q1: 8,911 shares 8,911 $227K <0.01% -613 Timeline BNOV 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: 5,281 shares; 2025Q1: 5,281 shares; 2025Q2: 5,281 shares; 2025Q3: 5,281 shares; 2025Q4: 5,281 shares; 2026Q1: 5,281 shares 5,281 $227K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY 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: 2,587 shares; 2025Q4: 2,964 shares; 2026Q1: 2,928 shares 2,928 $227K <0.01% -36 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,898 shares; 2025Q4: not reported; 2026Q1: 4,861 shares 4,861 $227K <0.01% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 984 shares; 2025Q1: 990 shares; 2025Q2: 1,028 shares; 2025Q3: 1,243 shares; 2025Q4: not reported; 2026Q1: 1,047 shares 1,047 $226K <0.01% new Timeline BLOK 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,455 shares; 2025Q4: 4,005 shares; 2026Q1: 4,531 shares 4,531 $226K <0.01% +526 Timeline BAUG 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: not reported; 2025Q3: 4,617 shares; 2025Q4: 4,617 shares; 2026Q1: 4,617 shares 4,617 $226K <0.01% 0 Timeline EHAB ENHABIT INC More: the full row for ENHABIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,952 shares; 2025Q1: 15,950 shares; 2025Q2: 15,862 shares; 2025Q3: 15,862 shares; 2025Q4: 15,962 shares; 2026Q1: 15,962 shares 15,962 $225K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,904 shares; 2025Q1: 2,520 shares; 2025Q2: 2,240 shares; 2025Q3: 2,254 shares; 2025Q4: not reported; 2026Q1: 2,046 shares 2,046 $225K <0.01% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,305 shares; 2024Q4: 16,809 shares; 2025Q1: 24,362 shares; 2025Q2: 20,246 shares; 2025Q3: 20,287 shares; 2025Q4: 18,087 shares; 2026Q1: 8,579 shares 8,579 $225K <0.01% -9,508 Timeline CIM CHIMERA INVT CORP More: the full row for CHIMERA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 17,252 shares; 2025Q1: 17,262 shares; 2025Q2: 16,935 shares; 2025Q3: 16,935 shares; 2025Q4: 16,882 shares; 2026Q1: 17,899 shares 17,899 $225K <0.01% +1,017 Timeline SYSB 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: 2,493 shares; 2026Q1: 2,522 shares 2,522 $224K <0.01% +29 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,075 shares; 2025Q2: not reported; 2025Q3: 2,900 shares; 2025Q4: not reported; 2026Q1: 3,785 shares 3,785 $224K <0.01% new Timeline GRNB 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: not reported; 2025Q3: 5,590 shares; 2025Q4: not reported; 2026Q1: 9,359 shares 9,359 $224K <0.01% new Timeline SNSR 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: 5,837 shares; 2024Q4: 6,120 shares; 2025Q1: 6,123 shares; 2025Q2: 6,124 shares; 2025Q3: 6,124 shares; 2025Q4: 6,124 shares; 2026Q1: 6,016 shares 6,016 $224K <0.01% -108 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS 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: 806 shares; 2025Q4: not reported; 2026Q1: 1,286 shares 1,286 $223K <0.01% new Timeline JOYT J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,720 shares; 2025Q4: 4,672 shares; 2026Q1: 4,193 shares 4,193 $223K <0.01% -479 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 12,421 shares; 2025Q1: 11,796 shares; 2025Q2: 11,833 shares; 2025Q3: 11,833 shares; 2025Q4: 11,402 shares; 2026Q1: 11,263 shares 11,263 $223K <0.01% -139 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,116 shares; 2024Q4: 38,177 shares; 2025Q1: 37,903 shares; 2025Q2: 38,390 shares; 2025Q3: 38,102 shares; 2025Q4: 7,908 shares; 2026Q1: 7,908 shares 7,908 $220K <0.01% 0 Timeline GMAY 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: 116,824 shares; 2025Q1: 65,656 shares; 2025Q2: 63,414 shares; 2025Q3: 66,852 shares; 2025Q4: 5,361 shares; 2026Q1: 5,361 shares 5,361 $220K <0.01% 0 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,854 shares; 2024Q4: 29,200 shares; 2025Q1: 22,675 shares; 2025Q2: 22,722 shares; 2025Q3: 19,722 shares; 2025Q4: 19,725 shares; 2026Q1: 19,615 shares 19,615 $219K <0.01% -110 Timeline VSDM 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: 3,458 shares; 2025Q4: 3,466 shares; 2026Q1: 2,866 shares 2,866 $219K <0.01% -600 Timeline FDTX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,910 shares; 2025Q4: 5,910 shares; 2026Q1: 5,910 shares 5,910 $218K <0.01% 0 Timeline DSP VIANT TECHNOLOGY INC More: the full row for VIANT TECHNOLOGY 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: 19,325 shares 19,325 $216K <0.01% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,546 shares; 2025Q1: 9,570 shares; 2025Q2: 11,237 shares; 2025Q3: 16,246 shares; 2025Q4: 7,804 shares; 2026Q1: 8,151 shares 8,151 $216K <0.01% +347 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,159 shares; 2025Q3: 2,495 shares; 2025Q4: 2,012 shares; 2026Q1: 2,231 shares 2,231 $216K <0.01% +219 Timeline CSM 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: 3,358 shares; 2024Q4: 4,751 shares; 2025Q1: 4,751 shares; 2025Q2: 4,391 shares; 2025Q3: 4,399 shares; 2025Q4: 3,117 shares; 2026Q1: 2,881 shares 2,881 $216K <0.01% -236 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: 1,394 shares; 2025Q3: 1,446 shares; 2025Q4: not reported; 2026Q1: 1,625 shares 1,625 $215K <0.01% new Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,164 shares; 2025Q1: 9,164 shares; 2025Q2: 9,164 shares; 2025Q3: 9,164 shares; 2025Q4: 9,164 shares; 2026Q1: 8,664 shares 8,664 $215K <0.01% -500 Timeline QDF 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: 3,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares 2,712 $214K <0.01% 0 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,885 shares; 2025Q1: 98,546 shares; 2025Q2: 10,002 shares; 2025Q3: 10,047 shares; 2025Q4: 8,871 shares; 2026Q1: 8,922 shares 8,922 $214K <0.01% +51 Timeline COLO 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: 10,179 shares; 2025Q3: 10,253 shares; 2025Q4: 10,336 shares; 2026Q1: 5,418 shares 5,418 $214K <0.01% -4,918 Timeline QALT SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,473 shares 8,473 $214K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,914 shares; 2025Q1: 10,363 shares; 2025Q2: not reported; 2025Q3: 8,494 shares; 2025Q4: 11,026 shares; 2026Q1: 10,347 shares 10,347 $214K <0.01% -679 Timeline UJUN 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: 5,745 shares; 2025Q3: 5,745 shares; 2025Q4: 5,745 shares; 2026Q1: 5,745 shares 5,745 $214K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 9,139 shares; 2025Q1: 9,827 shares; 2025Q2: 2,234 shares; 2025Q3: 2,234 shares; 2025Q4: 2,265 shares; 2026Q1: 2,149 shares 2,149 $214K <0.01% -116 Timeline ZNOV 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: not reported; 2025Q3: 1,992 shares; 2025Q4: 7,999 shares; 2026Q1: 7,999 shares 7,999 $212K <0.01% 0 Timeline WEEL TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,936 shares 10,936 $212K <0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,163 shares; 2024Q4: 29,764 shares; 2025Q1: 29,575 shares; 2025Q2: 29,683 shares; 2025Q3: 1,342 shares; 2025Q4: not reported; 2026Q1: 1,282 shares 1,282 $212K <0.01% new Timeline SOXQ 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: 6,540 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,585 shares; 2025Q4: not reported; 2026Q1: 3,547 shares 3,547 $212K <0.01% new Timeline LTPZ 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: 5,285 shares; 2025Q3: 5,379 shares; 2025Q4: 4,348 shares; 2026Q1: 4,148 shares 4,148 $212K <0.01% -200 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares 2,090 $211K <0.01% new Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT 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: 372 shares; 2025Q4: not reported; 2026Q1: 10,969 shares 10,969 $211K <0.01% new Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,463 shares; 2025Q1: 1,907 shares; 2025Q2: 1,899 shares; 2025Q3: 1,809 shares; 2025Q4: not reported; 2026Q1: 1,789 shares 1,789 $210K <0.01% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 5,417 shares; 2025Q1: 6,372 shares; 2025Q2: 9,120 shares; 2025Q3: 8,022 shares; 2025Q4: not reported; 2026Q1: 2,196 shares 2,196 $210K <0.01% new Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 1,692 shares; 2025Q4: not reported; 2026Q1: 1,980 shares 1,980 $210K <0.01% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,266 shares; 2025Q4: 4,836 shares; 2026Q1: 5,364 shares 5,364 $210K <0.01% +528 Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,613 shares; 2025Q1: 5,753 shares; 2025Q2: 7,062 shares; 2025Q3: 7,062 shares; 2025Q4: 7,222 shares; 2026Q1: 4,867 shares 4,867 $209K <0.01% -2,355 Timeline EWJV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,988 shares; 2025Q1: 8,888 shares; 2025Q2: not reported; 2025Q3: 5,268 shares; 2025Q4: not reported; 2026Q1: 4,874 shares 4,874 $208K <0.01% new Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares 7,200 $208K <0.01% new Timeline QVMT 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: 1,575 shares; 2025Q4: not reported; 2026Q1: 3,495 shares 3,495 $208K <0.01% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,419 shares; 2025Q2: not reported; 2025Q3: 2,347 shares; 2025Q4: not reported; 2026Q1: 2,729 shares 2,729 $207K <0.01% new Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 2,667 shares 2,667 $207K <0.01% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 720 shares; 2025Q4: 5,005 shares; 2026Q1: 4,974 shares 4,974 $207K <0.01% -31 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 3,340 shares; 2025Q1: 3,340 shares; 2025Q2: 3,259 shares; 2025Q3: 2,579 shares; 2025Q4: not reported; 2026Q1: 2,056 shares 2,056 $207K <0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 366 shares; 2025Q4: not reported; 2026Q1: 1,159 shares 1,159 $207K <0.01% new Timeline DJUN 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: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares 4,387 $206K <0.01% 0 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,454 shares; 2024Q4: 70,829 shares; 2025Q1: 75,854 shares; 2025Q2: 71,559 shares; 2025Q3: 71,359 shares; 2025Q4: 71,384 shares; 2026Q1: 63,534 shares 63,534 $206K <0.01% -7,850 Timeline FYC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: 2,098 shares; 2026Q1: 2,122 shares 2,122 $206K <0.01% +24 Timeline BIZD 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: 29,576 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,726 shares; 2025Q3: 13,046 shares; 2025Q4: 12,854 shares; 2026Q1: 16,075 shares 16,075 $206K <0.01% +3,221 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 410 shares; 2025Q4: 19,520 shares; 2026Q1: 10,397 shares 10,397 $206K <0.01% -9,123 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,851 shares; 2025Q2: 17,606 shares; 2025Q3: 13,895 shares; 2025Q4: not reported; 2026Q1: 18,167 shares 18,167 $205K <0.01% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 356 shares; 2025Q4: not reported; 2026Q1: 1,731 shares 1,731 $205K <0.01% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,484 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,799 shares; 2025Q4: 7,838 shares; 2026Q1: 8,148 shares 8,148 $205K <0.01% +310 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS 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: 2,202 shares; 2025Q4: 2,207 shares; 2026Q1: 2,216 shares 2,216 $205K <0.01% +9 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD 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: 6,775 shares; 2025Q4: not reported; 2026Q1: 7,199 shares 7,199 $204K <0.01% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 1,600 shares; 2025Q4: not reported; 2026Q1: 3,600 shares 3,600 $203K <0.01% new Timeline SMHX 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: not reported; 2025Q3: 5,619 shares; 2025Q4: 5,463 shares; 2026Q1: 5,463 shares 5,463 $203K <0.01% 0 Timeline INTF 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: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: not reported; 2026Q1: 5,215 shares 5,215 $203K <0.01% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,683 shares 4,683 $203K <0.01% new Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS 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: 3,896 shares; 2025Q4: not reported; 2026Q1: 3,853 shares 3,853 $203K <0.01% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,445 shares; 2025Q4: not reported; 2026Q1: 6,907 shares 6,907 $203K <0.01% new Timeline IAT 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: 41,912 shares; 2025Q1: 39,797 shares; 2025Q2: 56,828 shares; 2025Q3: 86,381 shares; 2025Q4: 3,961 shares; 2026Q1: 3,756 shares 3,756 $202K <0.01% -205 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,453 shares; 2025Q1: 9,445 shares; 2025Q2: 9,459 shares; 2025Q3: 9,459 shares; 2025Q4: 9,495 shares; 2026Q1: 9,434 shares 9,434 $202K <0.01% -61 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 419 shares; 2025Q4: not reported; 2026Q1: 2,115 shares 2,115 $202K <0.01% new Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 4,761 shares; 2025Q4: not reported; 2026Q1: 4,761 shares 4,761 $202K <0.01% new Timeline DIAL 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: 10,085 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,830 shares; 2025Q4: 10,066 shares; 2026Q1: 11,151 shares 11,151 $202K <0.01% +1,085 Timeline FNDC 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: 4,218 shares; 2025Q4: not reported; 2026Q1: 4,323 shares 4,323 $200K <0.01% new Timeline COPX 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: 1,450 shares; 2025Q4: not reported; 2026Q1: 2,625 shares 2,625 $200K <0.01% new Timeline ISCG 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: 4,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,801 shares; 2025Q4: 3,846 shares; 2026Q1: 3,657 shares 3,657 $200K <0.01% -189 Timeline RNGR RANGER ENERGY SVCS INC More: the full row for RANGER ENERGY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,673 shares; 2024Q4: 11,675 shares; 2025Q1: 11,673 shares; 2025Q2: 11,673 shares; 2025Q3: 12,392 shares; 2025Q4: 11,774 shares; 2026Q1: 11,673 shares 11,673 $200K <0.01% -101 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,421 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,315 shares; 2025Q4: 13,395 shares; 2026Q1: 13,295 shares 13,295 $199K <0.01% -100 Timeline GENT 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: 19,415 shares; 2025Q2: 19,415 shares; 2025Q3: 19,415 shares; 2025Q4: 19,315 shares; 2026Q1: 19,315 shares 19,315 $198K <0.01% 0 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,667 shares 6,667 $198K <0.01% new Timeline EWU 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: 382 shares; 2025Q4: not reported; 2026Q1: 4,339 shares 4,339 $198K <0.01% new Timeline DXJ 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: 17,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: not reported; 2026Q1: 1,246 shares 1,246 $198K <0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,276 shares; 2024Q4: 15,124 shares; 2025Q1: 49,659 shares; 2025Q2: 29,551 shares; 2025Q3: 17,307 shares; 2025Q4: 11,527 shares; 2026Q1: 13,367 shares 13,367 $197K <0.01% +1,840 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,497 shares; 2024Q4: 27,031 shares; 2025Q1: 19,103 shares; 2025Q2: 20,802 shares; 2025Q3: 20,802 shares; 2025Q4: 17,560 shares; 2026Q1: 17,560 shares 17,560 $197K <0.01% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,424 shares 4,424 $197K <0.01% new Timeline FDMO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,484 shares; 2025Q4: not reported; 2026Q1: 2,452 shares 2,452 $196K <0.01% new Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,232 shares; 2025Q2: not reported; 2025Q3: 3,054 shares; 2025Q4: 36,704 shares; 2026Q1: 44,433 shares 44,433 $196K <0.01% +7,729 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,994 shares; 2025Q3: 4,522 shares; 2025Q4: not reported; 2026Q1: 4,401 shares 4,401 $195K <0.01% new Timeline FTC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,597 shares; 2025Q3: 1,618 shares; 2025Q4: 1,547 shares; 2026Q1: 1,256 shares 1,256 $194K <0.01% -291 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 956 shares; 2025Q4: not reported; 2026Q1: 1,258 shares 1,258 $193K <0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY 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: 9,351 shares; 2025Q3: 9,351 shares; 2025Q4: 9,351 shares; 2026Q1: 9,351 shares 9,351 $191K <0.01% 0 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 12,245 shares; 2025Q1: 12,183 shares; 2025Q2: 13,435 shares; 2025Q3: 13,198 shares; 2025Q4: 11,327 shares; 2026Q1: 15,426 shares 15,426 $191K <0.01% +4,099 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE 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: 6,209 shares; 2025Q4: 6,241 shares; 2026Q1: 5,131 shares 5,131 $191K <0.01% -1,110 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 9,990 shares; 2025Q4: 10,250 shares; 2026Q1: 11,295 shares 11,295 $191K <0.01% +1,045 Timeline FESM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,243 shares; 2025Q4: not reported; 2026Q1: 5,015 shares 5,015 $191K <0.01% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 3,787 shares; 2025Q4: 14,590 shares; 2026Q1: 27,739 shares 27,739 $190K <0.01% +13,149 Timeline JSML 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: 2,700 shares; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $189K <0.01% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS 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: 3,324 shares; 2025Q4: not reported; 2026Q1: 9,588 shares 9,588 $189K <0.01% new Timeline JBND 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: 1,213 shares; 2025Q4: not reported; 2026Q1: 3,507 shares 3,507 $189K <0.01% new Timeline AGIX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,606 shares; 2025Q4: 5,737 shares; 2026Q1: 5,737 shares 5,737 $188K <0.01% 0 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 7,672 shares; 2025Q1: 6,978 shares; 2025Q2: 7,005 shares; 2025Q3: 7,007 shares; 2025Q4: not reported; 2026Q1: 6,997 shares 6,997 $187K <0.01% new Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE 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: 834 shares; 2025Q4: not reported; 2026Q1: 5,362 shares 5,362 $187K <0.01% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: not reported; 2025Q1: 21,394 shares; 2025Q2: 5,487 shares; 2025Q3: 6,243 shares; 2025Q4: 2,356 shares; 2026Q1: 2,374 shares 2,374 $187K <0.01% +18 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS 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: 1,301 shares; 2025Q4: not reported; 2026Q1: 2,294 shares 2,294 $186K <0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG 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: 8,945 shares; 2025Q4: not reported; 2026Q1: 5,432 shares 5,432 $185K <0.01% new Timeline TDTF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,279 shares; 2025Q4: not reported; 2026Q1: 7,652 shares 7,652 $184K <0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN 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: 2,685 shares; 2025Q4: not reported; 2026Q1: 2,835 shares 2,835 $184K <0.01% new Timeline SIXS EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,545 shares 3,545 $184K <0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,472 shares; 2024Q4: 14,465 shares; 2025Q1: 11,643 shares; 2025Q2: 15,144 shares; 2025Q3: 3,272 shares; 2025Q4: not reported; 2026Q1: 4,374 shares 4,374 $184K <0.01% new Timeline TOPT 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: 6,417 shares 6,417 $184K <0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 465 shares; 2025Q4: not reported; 2026Q1: 1,321 shares 1,321 $184K <0.01% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: not reported; 2026Q1: 1,672 shares 1,672 $183K <0.01% new Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: not reported; 2026Q1: 3,900 shares 3,900 $183K <0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,878 shares; 2024Q4: 41,118 shares; 2025Q1: 31,825 shares; 2025Q2: 34,093 shares; 2025Q3: 34,035 shares; 2025Q4: 23,086 shares; 2026Q1: 21,257 shares 21,257 $183K <0.01% -1,829 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 50 shares; 2025Q4: not reported; 2026Q1: 7,221 shares 7,221 $182K <0.01% new Timeline FFLC 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: 4,632 shares; 2025Q1: not reported; 2025Q2: 5,938 shares; 2025Q3: 3,543 shares; 2025Q4: not reported; 2026Q1: 3,558 shares 3,558 $182K <0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 30,862 shares; 2025Q1: 27,483 shares; 2025Q2: 20,463 shares; 2025Q3: 10,597 shares; 2025Q4: 7,497 shares; 2026Q1: 6,168 shares 6,168 $182K <0.01% -1,329 Timeline DFAX 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: not reported; 2025Q2: not reported; 2025Q3: 4,360 shares; 2025Q4: not reported; 2026Q1: 5,368 shares 5,368 $182K <0.01% new Timeline GATX GATX CORP More: the full row for GATX 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: 703 shares; 2025Q4: not reported; 2026Q1: 1,066 shares 1,066 $182K <0.01% new Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,750 shares; 2025Q1: 11,000 shares; 2025Q2: 11,600 shares; 2025Q3: 13,000 shares; 2025Q4: 10,500 shares; 2026Q1: 11,250 shares 11,250 $182K <0.01% +750 Timeline GARP 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: 2,124 shares; 2025Q4: not reported; 2026Q1: 2,842 shares 2,842 $182K <0.01% new Timeline RXI 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: 756 shares; 2025Q4: not reported; 2026Q1: 972 shares 972 $181K <0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA 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: 2,624 shares; 2025Q4: not reported; 2026Q1: 8,366 shares 8,366 $181K <0.01% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,443 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 1,007 shares; 2026Q1: 776 shares 776 $181K <0.01% -231 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 587 shares; 2025Q1: 732 shares; 2025Q2: 695 shares; 2025Q3: 833 shares; 2025Q4: 949 shares; 2026Q1: 528 shares 528 $181K <0.01% -421 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,661 shares; 2025Q4: 3,116 shares; 2026Q1: 3,941 shares 3,941 $181K <0.01% +825 Timeline ZJUN 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: not reported; 2025Q3: 6,690 shares; 2025Q4: not reported; 2026Q1: 6,690 shares 6,690 $180K <0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,776 shares; 2025Q1: 23,757 shares; 2025Q2: 16,209 shares; 2025Q3: 15,514 shares; 2025Q4: 13,759 shares; 2026Q1: 7,902 shares 7,902 $180K <0.01% -5,857 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP 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: 6,375 shares; 2025Q4: not reported; 2026Q1: 12,046 shares 12,046 $179K <0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 16,707 shares; 2025Q1: 12,659 shares; 2025Q2: 6,219 shares; 2025Q3: 13,052 shares; 2025Q4: not reported; 2026Q1: 5,045 shares 5,045 $179K <0.01% new Timeline IYK 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: 28,129 shares; 2024Q4: 49,453 shares; 2025Q1: 50,783 shares; 2025Q2: not reported; 2025Q3: 2,735 shares; 2025Q4: not reported; 2026Q1: 2,554 shares 2,554 $179K <0.01% new Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES 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: 232 shares; 2025Q4: not reported; 2026Q1: 7,905 shares 7,905 $179K <0.01% new Timeline PFXF 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: not reported; 2025Q3: 6,138 shares; 2025Q4: 10,527 shares; 2026Q1: 10,152 shares 10,152 $178K <0.01% -375 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 13,835 shares; 2025Q3: 31,238 shares; 2025Q4: 34,372 shares; 2026Q1: 40,248 shares 40,248 $178K <0.01% +5,876 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM 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: 4,675 shares; 2025Q4: not reported; 2026Q1: 5,326 shares 5,326 $178K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL 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: 4,521 shares; 2025Q4: not reported; 2026Q1: 5,143 shares 5,143 $177K <0.01% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V 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: 24,958 shares 24,958 $177K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 796 shares; 2025Q1: 801 shares; 2025Q2: 1,103 shares; 2025Q3: 1,109 shares; 2025Q4: 799 shares; 2026Q1: 607 shares 607 $177K <0.01% -192 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104 shares; 2025Q4: not reported; 2026Q1: 608 shares 608 $176K <0.01% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 5,820 shares; 2025Q1: 6,221 shares; 2025Q2: not reported; 2025Q3: 2,883 shares; 2025Q4: not reported; 2026Q1: 3,525 shares 3,525 $176K <0.01% new Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH 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: 8,006 shares; 2025Q3: 39,235 shares; 2025Q4: 22,018 shares; 2026Q1: 15,319 shares 15,319 $176K <0.01% -6,699 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,522 shares; 2024Q4: 11,285 shares; 2025Q1: 21,009 shares; 2025Q2: 23,530 shares; 2025Q3: 23,552 shares; 2025Q4: 13,576 shares; 2026Q1: 15,597 shares 15,597 $175K <0.01% +2,021 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,374 shares; 2025Q4: not reported; 2026Q1: 4,391 shares 4,391 $175K <0.01% new Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 660 shares; 2025Q4: not reported; 2026Q1: 995 shares 995 $175K <0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,573 shares; 2024Q4: 16,500 shares; 2025Q1: 25,706 shares; 2025Q2: 14,835 shares; 2025Q3: 14,835 shares; 2025Q4: 12,864 shares; 2026Q1: 15,799 shares 15,799 $173K <0.01% +2,935 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS 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: not reported; 2025Q3: 2,684 shares; 2025Q4: not reported; 2026Q1: 2,684 shares 2,684 $173K <0.01% new Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,168 shares 4,168 $173K <0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,771 shares; 2024Q4: 24,647 shares; 2025Q1: 59,628 shares; 2025Q2: 22,794 shares; 2025Q3: 18,934 shares; 2025Q4: 13,494 shares; 2026Q1: 20,494 shares 20,494 $173K <0.01% +7,000 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,905 shares; 2025Q4: not reported; 2026Q1: 1,891 shares 1,891 $173K <0.01% new Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,353 shares; 2024Q4: 35,475 shares; 2025Q1: not reported; 2025Q2: 25,235 shares; 2025Q3: 29,434 shares; 2025Q4: 50,148 shares; 2026Q1: 14,713 shares 14,713 $173K <0.01% -35,435 Timeline JAJL 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: not reported; 2025Q3: 3,744 shares; 2025Q4: not reported; 2026Q1: 5,924 shares 5,924 $172K <0.01% new Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,909 shares; 2025Q2: not reported; 2025Q3: 1,426 shares; 2025Q4: not reported; 2026Q1: 1,426 shares 1,426 $172K <0.01% new Timeline USRT 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: 8,387 shares; 2024Q4: 6,460 shares; 2025Q1: 5,048 shares; 2025Q2: 4,500 shares; 2025Q3: 3,023 shares; 2025Q4: not reported; 2026Q1: 2,893 shares 2,893 $171K <0.01% new Timeline BUFT 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: 8,859 shares; 2025Q3: 5,331 shares; 2025Q4: not reported; 2026Q1: 6,882 shares 6,882 $171K <0.01% new Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 6,825 shares 6,825 $171K <0.01% new Timeline IVOO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,685 shares; 2025Q4: not reported; 2026Q1: 1,493 shares 1,493 $171K <0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,433 shares; 2025Q4: not reported; 2026Q1: 1,455 shares 1,455 $171K <0.01% new Timeline MTUS METALLUS INC More: the full row for METALLUS 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 shares; 2025Q4: not reported; 2026Q1: 10,432 shares 10,432 $170K <0.01% new Timeline FDNI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,628 shares; 2025Q3: 7,837 shares; 2025Q4: 8,038 shares; 2026Q1: 6,258 shares 6,258 $170K <0.01% -1,780 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,224 shares; 2025Q2: 3,335 shares; 2025Q3: 3,296 shares; 2025Q4: not reported; 2026Q1: 4,202 shares 4,202 $170K <0.01% new Timeline SUSL 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: 2,275 shares; 2024Q4: 2,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,406 shares; 2025Q4: not reported; 2026Q1: 1,489 shares 1,489 $169K <0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 684 shares; 2025Q4: not reported; 2026Q1: 1,688 shares 1,688 $169K <0.01% new Timeline YYY 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: 15,102 shares; 2024Q4: 14,047 shares; 2025Q1: 14,232 shares; 2025Q2: 15,663 shares; 2025Q3: 15,101 shares; 2025Q4: 13,961 shares; 2026Q1: 15,306 shares 15,306 $169K <0.01% +1,345 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,260 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: not reported; 2026Q1: 2,024 shares 2,024 $168K <0.01% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,651 shares; 2025Q4: not reported; 2026Q1: 2,594 shares 2,594 $168K <0.01% new Timeline BRHY BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,745 shares; 2025Q4: not reported; 2026Q1: 3,326 shares 3,326 $168K <0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,941 shares; 2024Q4: 8,515 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,981 shares; 2025Q4: not reported; 2026Q1: 3,093 shares 3,093 $168K <0.01% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,850 shares; 2025Q3: 1,473 shares; 2025Q4: not reported; 2026Q1: 4,674 shares 4,674 $168K <0.01% new Timeline PGJ 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: 18,834 shares; 2025Q1: 18,842 shares; 2025Q2: 9,740 shares; 2025Q3: 9,230 shares; 2025Q4: 9,243 shares; 2026Q1: 6,463 shares 6,463 $167K <0.01% -2,780 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,844 shares; 2025Q4: not reported; 2026Q1: 6,223 shares 6,223 $166K <0.01% new Timeline IMTB 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: 293 shares; 2025Q4: not reported; 2026Q1: 3,794 shares 3,794 $166K <0.01% new Timeline VTOL BRISTOW GROUP INC More: the full row for BRISTOW 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: 3 shares; 2025Q4: not reported; 2026Q1: 3,544 shares 3,544 $166K <0.01% new Timeline XJUL 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: 58,583 shares; 2025Q3: 57,478 shares; 2025Q4: 57,482 shares; 2026Q1: 4,268 shares 4,268 $166K <0.01% -53,214 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,057 shares; 2024Q4: 12,410 shares; 2025Q1: 6,181 shares; 2025Q2: not reported; 2025Q3: 1,594 shares; 2025Q4: not reported; 2026Q1: 3,515 shares 3,515 $166K <0.01% new Timeline TIPT TIPTREE INC More: the full row for TIPTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,409 shares; 2025Q2: 12,407 shares; 2025Q3: 9,786 shares; 2025Q4: not reported; 2026Q1: 9,786 shares 9,786 $166K <0.01% new Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP 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: 2,119 shares 2,119 $165K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,193 shares; 2025Q4: 10,103 shares; 2026Q1: 9,738 shares 9,738 $165K <0.01% -365 Timeline PNR PENTAIR PLC More: the full row for PENTAIR 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: 2,261 shares; 2025Q3: 1,949 shares; 2025Q4: 2,397 shares; 2026Q1: 1,894 shares 1,894 $165K <0.01% -503 Timeline DFNM 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: not reported; 2025Q2: not reported; 2025Q3: 3,041 shares; 2025Q4: not reported; 2026Q1: 3,442 shares 3,442 $165K <0.01% new Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH 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: 13 shares; 2025Q4: not reported; 2026Q1: 389 shares 389 $165K <0.01% new Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA 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: 161 shares; 2025Q4: not reported; 2026Q1: 3,323 shares 3,323 $164K <0.01% new Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,574 shares; 2025Q2: not reported; 2025Q3: 247 shares; 2025Q4: not reported; 2026Q1: 2,107 shares 2,107 $164K <0.01% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 2,184 shares; 2025Q4: not reported; 2026Q1: 1,962 shares 1,962 $164K <0.01% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,380 shares; 2025Q4: not reported; 2026Q1: 2,283 shares 2,283 $163K <0.01% new Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,581 shares 3,581 $163K <0.01% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,961 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,711 shares; 2025Q4: not reported; 2026Q1: 8,977 shares 8,977 $162K <0.01% new Timeline SCHQ 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: 6,310 shares; 2025Q4: not reported; 2026Q1: 5,165 shares 5,165 $162K <0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,365 shares; 2025Q2: 4,039 shares; 2025Q3: 3,334 shares; 2025Q4: not reported; 2026Q1: 4,888 shares 4,888 $162K <0.01% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,831 shares; 2025Q1: 22,168 shares; 2025Q2: 18,983 shares; 2025Q3: 18,971 shares; 2025Q4: not reported; 2026Q1: 4,102 shares 4,102 $162K <0.01% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,885 shares; 2026Q1: 13,984 shares 13,984 $161K <0.01% +99 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 4,212 shares; 2025Q1: 7,714 shares; 2025Q2: 3,571 shares; 2025Q3: 872 shares; 2025Q4: not reported; 2026Q1: 883 shares 883 $161K <0.01% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,732 shares; 2025Q4: not reported; 2026Q1: 5,930 shares 5,930 $161K <0.01% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 145 shares; 2025Q4: not reported; 2026Q1: 805 shares 805 $161K <0.01% new Timeline XDSQ 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: not reported; 2025Q3: 3,420 shares; 2025Q4: not reported; 2026Q1: 4,063 shares 4,063 $161K <0.01% new Timeline SKE SKEENA RES LTD NEW More: the full row for SKEENA RES LTD 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: 5,400 shares; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $160K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 481 shares; 2025Q4: not reported; 2026Q1: 588 shares 588 $160K <0.01% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 16,366 shares; 2025Q4: 10,050 shares; 2026Q1: 10,116 shares 10,116 $160K <0.01% +66 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,057 shares; 2025Q4: not reported; 2026Q1: 3,348 shares 3,348 $159K <0.01% new Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,054 shares; 2025Q1: not reported; 2025Q2: 11,461 shares; 2025Q3: 8,274 shares; 2025Q4: not reported; 2026Q1: 8,274 shares 8,274 $159K <0.01% new Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,775 shares 4,775 $158K <0.01% new Timeline FIVA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,345 shares; 2025Q4: not reported; 2026Q1: 4,543 shares 4,543 $158K <0.01% new Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,050 shares; 2024Q4: 3,888 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,338 shares; 2025Q4: not reported; 2026Q1: 2,838 shares 2,838 $158K <0.01% new Timeline DSEP 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: 3,321 shares; 2025Q4: not reported; 2026Q1: 3,566 shares 3,566 $157K <0.01% new Timeline ETPRI ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,541 shares 13,541 $157K <0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 88,769 shares; 2025Q3: 5,577 shares; 2025Q4: not reported; 2026Q1: 6,597 shares 6,597 $157K <0.01% new Timeline IESC IES HOLDINGS INC More: the full row for IES 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: 230 shares; 2025Q4: not reported; 2026Q1: 328 shares 328 $156K <0.01% new Timeline REDWOOD TRUST INC REDWOOD TRUST INC More: the full row for REDWOOD TRUST 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: 76,000 shares; 2026Q1: 154,000 shares 154,000 $156K <0.01% +78,000 FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574 shares; 2025Q4: not reported; 2026Q1: 3,132 shares 3,132 $155K <0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 3,174 shares; 2025Q4: not reported; 2026Q1: 3,429 shares 3,429 $155K <0.01% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,316 shares; 2025Q4: not reported; 2026Q1: 3,316 shares 3,316 $155K <0.01% new Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE 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: 7,700 shares; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $155K <0.01% new Timeline JPAN MATTHEWS INTL FDS More: the full row for MATTHEWS INTL 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: 2,821 shares; 2025Q4: not reported; 2026Q1: 4,224 shares 4,224 $155K <0.01% new Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV 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: 185 shares; 2025Q4: not reported; 2026Q1: 1,584 shares 1,584 $154K <0.01% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,106 shares; 2025Q4: not reported; 2026Q1: 9,229 shares 9,229 $154K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 6,608 shares; 2025Q1: 14,038 shares; 2025Q2: not reported; 2025Q3: 1,879 shares; 2025Q4: not reported; 2026Q1: 1,923 shares 1,923 $154K <0.01% new Timeline AVD AMERICAN VANGUARD CORP More: the full row for AMERICAN VANGUARD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,697 shares; 2024Q4: 61,697 shares; 2025Q1: 61,697 shares; 2025Q2: 61,794 shares; 2025Q3: 61,794 shares; 2025Q4: 61,794 shares; 2026Q1: 61,794 shares 61,794 $154K <0.01% 0 Timeline AUGM 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: 4,531 shares; 2025Q4: not reported; 2026Q1: 4,531 shares 4,531 $153K <0.01% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 1,271 shares; 2025Q2: not reported; 2025Q3: 210 shares; 2025Q4: 670 shares; 2026Q1: 671 shares 671 $153K <0.01% +1 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS 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: not reported; 2025Q3: 2,415 shares; 2025Q4: not reported; 2026Q1: 2,064 shares 2,064 $153K <0.01% new Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 1,119 shares; 2025Q4: not reported; 2026Q1: 1,397 shares 1,397 $152K <0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,815 shares; 2025Q1: 4,212 shares; 2025Q2: 3,637 shares; 2025Q3: 2,774 shares; 2025Q4: not reported; 2026Q1: 1,580 shares 1,580 $152K <0.01% new Timeline ICF 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: 2,423 shares; 2025Q4: not reported; 2026Q1: 2,446 shares 2,446 $151K <0.01% new Timeline TRN TRINITY INDS INC More: the full row for TRINITY 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: 4,700 shares; 2025Q4: not reported; 2026Q1: 4,700 shares 4,700 $151K <0.01% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,842 shares; 2024Q4: 3,082 shares; 2025Q1: 3,025 shares; 2025Q2: 1,764 shares; 2025Q3: 1,784 shares; 2025Q4: 1,590 shares; 2026Q1: 1,366 shares 1,366 $151K <0.01% -224 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,942 shares; 2025Q1: 16,152 shares; 2025Q2: not reported; 2025Q3: 7,369 shares; 2025Q4: not reported; 2026Q1: 6,584 shares 6,584 $151K <0.01% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,844 shares; 2025Q4: 19,553 shares; 2026Q1: 8,079 shares 8,079 $151K <0.01% -11,474 Timeline BDEC 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: not reported; 2025Q3: 3,140 shares; 2025Q4: not reported; 2026Q1: 3,140 shares 3,140 $151K <0.01% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 4,220 shares; 2025Q1: 5,242 shares; 2025Q2: 24,299 shares; 2025Q3: 24,814 shares; 2025Q4: 7,321 shares; 2026Q1: 6,651 shares 6,651 $150K <0.01% -670 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,400 shares; 2025Q2: 17,342 shares; 2025Q3: 14,680 shares; 2025Q4: 12,063 shares; 2026Q1: 16,385 shares 16,385 $149K <0.01% +4,322 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 23,526 shares; 2025Q1: not reported; 2025Q2: 13,370 shares; 2025Q3: 3,920 shares; 2025Q4: not reported; 2026Q1: 6,482 shares 6,482 $149K <0.01% new Timeline CATH 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: 1,902 shares; 2025Q4: not reported; 2026Q1: 1,902 shares 1,902 $149K <0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 1,194 shares; 2025Q4: not reported; 2026Q1: 2,930 shares 2,930 $148K <0.01% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,619 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,992 shares; 2025Q4: not reported; 2026Q1: 3,270 shares 3,270 $148K <0.01% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,690 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,601 shares; 2025Q4: 7,963 shares; 2026Q1: 2,897 shares 2,897 $148K <0.01% -5,066 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,403 shares; 2024Q4: 23,856 shares; 2025Q1: 23,963 shares; 2025Q2: 19,112 shares; 2025Q3: 19,112 shares; 2025Q4: 19,112 shares; 2026Q1: 9,223 shares 9,223 $148K <0.01% -9,889 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,103 shares; 2025Q3: 907 shares; 2025Q4: not reported; 2026Q1: 453 shares 453 $148K <0.01% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: not reported; 2026Q1: 2,798 shares 2,798 $147K <0.01% new Timeline FXD 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: 232,942 shares; 2024Q4: 263,696 shares; 2025Q1: 5,160 shares; 2025Q2: not reported; 2025Q3: 2,671 shares; 2025Q4: not reported; 2026Q1: 2,294 shares 2,294 $147K <0.01% new Timeline CLDX CELLDEX THERAPEUTICS INC NEW More: the full row for CELLDEX THERAPEUTICS 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: 5,390 shares; 2025Q4: not reported; 2026Q1: 4,625 shares 4,625 $147K <0.01% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL 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: 36 shares; 2025Q4: not reported; 2026Q1: 1,298 shares 1,298 $146K <0.01% new Timeline OIH 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: not reported; 2025Q3: 164 shares; 2025Q4: not reported; 2026Q1: 362 shares 362 $146K <0.01% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: not reported; 2026Q1: 1,482 shares 1,482 $146K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: not reported; 2026Q1: 747 shares 747 $146K <0.01% new Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,874 shares; 2025Q4: not reported; 2026Q1: 2,108 shares 2,108 $146K <0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,430 shares; 2025Q3: 7,670 shares; 2025Q4: not reported; 2026Q1: 1,673 shares 1,673 $145K <0.01% new Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 2,500 shares; 2025Q4: not reported; 2026Q1: 10,063 shares 10,063 $145K <0.01% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,027 shares; 2025Q4: not reported; 2026Q1: 5,824 shares 5,824 $145K <0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY 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: 477 shares; 2025Q4: not reported; 2026Q1: 3,011 shares 3,011 $144K <0.01% new Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES 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: 15 shares; 2025Q4: not reported; 2026Q1: 4,625 shares 4,625 $144K <0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 792 shares; 2025Q4: not reported; 2026Q1: 660 shares 660 $144K <0.01% new Timeline FAI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,232 shares; 2025Q4: not reported; 2026Q1: 3,861 shares 3,861 $144K <0.01% new Timeline