SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,310 shares; 2024Q4: 8,657 shares; 2025Q1: 7,742 shares; 2025Q2: 7,326 shares; 2025Q3: 9,286 shares; 2025Q4: 10,929 shares; 2026Q1: 13,525 shares 13,525 $632K <0.01% +2,596 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 3,421 shares; 2025Q4: 5,822 shares; 2026Q1: 7,793 shares 7,793 $630K <0.01% +1,971 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,470 shares; 2024Q4: 54,316 shares; 2025Q1: 55,255 shares; 2025Q2: 8,077 shares; 2025Q3: 11,177 shares; 2025Q4: 12,055 shares; 2026Q1: 13,534 shares 13,534 $628K <0.01% +1,479 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: 242,425 shares; 2024Q4: 14,966 shares; 2025Q1: 456,936 shares; 2025Q2: 20,647 shares; 2025Q3: 22,847 shares; 2025Q4: 28,613 shares; 2026Q1: 27,564 shares 27,564 $627K <0.01% -1,049 Timeline FAUG 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: 46,941 shares; 2024Q4: 37,882 shares; 2025Q1: 20,903 shares; 2025Q2: 15,021 shares; 2025Q3: 12,967 shares; 2025Q4: 12,264 shares; 2026Q1: 12,107 shares 12,107 $627K <0.01% -157 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: 216 shares; 2025Q2: 793 shares; 2025Q3: 422 shares; 2025Q4: 402 shares; 2026Q1: 5,781 shares 5,781 $620K <0.01% +5,379 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: 7,928 shares; 2024Q4: 7,947 shares; 2025Q1: 7,853 shares; 2025Q2: 7,857 shares; 2025Q3: 7,902 shares; 2025Q4: 7,891 shares; 2026Q1: 7,918 shares 7,918 $619K <0.01% +27 Timeline HYDB 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: 5,640 shares; 2024Q4: 6,709 shares; 2025Q1: 14,909 shares; 2025Q2: 6,286 shares; 2025Q3: 6,744 shares; 2025Q4: 8,443 shares; 2026Q1: 13,249 shares 13,249 $616K <0.01% +4,806 Timeline FTDS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,654 shares; 2024Q4: 6,146 shares; 2025Q1: 6,227 shares; 2025Q2: 7,662 shares; 2025Q3: 9,203 shares; 2025Q4: 10,571 shares; 2026Q1: 10,143 shares 10,143 $612K <0.01% -428 Timeline CRDT 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: 51,137 shares; 2025Q2: 51,756 shares; 2025Q3: 50,071 shares; 2025Q4: 50,806 shares; 2026Q1: 26,886 shares 26,886 $606K <0.01% -23,920 Timeline ICSH 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: 465 shares; 2025Q1: 520 shares; 2025Q2: 9,176 shares; 2025Q3: 558 shares; 2025Q4: 14,213 shares; 2026Q1: 11,966 shares 11,966 $606K <0.01% -2,247 Timeline QBUF 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: 265 shares; 2025Q2: 21,411 shares; 2025Q3: 17,009 shares; 2025Q4: 17,934 shares; 2026Q1: 20,732 shares 20,732 $606K <0.01% +2,798 Timeline SCZ 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: 3,918 shares; 2024Q4: 3,794 shares; 2025Q1: 3,436 shares; 2025Q2: 3,512 shares; 2025Q3: 5,247 shares; 2025Q4: 6,581 shares; 2026Q1: 7,701 shares 7,701 $604K <0.01% +1,120 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 844 shares; 2026Q1: 1,111 shares 1,111 $603K <0.01% +267 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 1,371 shares; 2025Q3: 1,734 shares; 2025Q4: 9,500 shares; 2026Q1: 2,026 shares 2,026 $602K <0.01% -7,474 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 23,326 shares; 2025Q1: 31,124 shares; 2025Q2: 50,285 shares; 2025Q3: 5,964 shares; 2025Q4: 7,472 shares; 2026Q1: 9,452 shares 9,452 $602K <0.01% +1,980 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,446 shares; 2024Q4: 18,183 shares; 2025Q1: 17,772 shares; 2025Q2: 14,244 shares; 2025Q3: 14,335 shares; 2025Q4: 13,458 shares; 2026Q1: 9,152 shares 9,152 $597K <0.01% -4,306 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,325 shares; 2024Q4: 19,659 shares; 2025Q1: 18,846 shares; 2025Q2: 104,045 shares; 2025Q3: 26,449 shares; 2025Q4: 13,191 shares; 2026Q1: 12,586 shares 12,586 $596K <0.01% -605 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,305 shares; 2024Q4: 33,214 shares; 2025Q1: 27,984 shares; 2025Q2: 29,513 shares; 2025Q3: 40,796 shares; 2025Q4: 31,989 shares; 2026Q1: 17,756 shares 17,756 $596K <0.01% -14,233 Timeline HIGH 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: 116,903 shares; 2024Q4: 573,506 shares; 2025Q1: 620,100 shares; 2025Q2: 828,157 shares; 2025Q3: 845,912 shares; 2025Q4: 536,199 shares; 2026Q1: 27,887 shares 27,887 $595K <0.01% -508,312 Timeline DLN 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: 5,279 shares; 2024Q4: 5,284 shares; 2025Q1: 4,881 shares; 2025Q2: 5,724 shares; 2025Q3: 5,708 shares; 2025Q4: 6,531 shares; 2026Q1: 6,660 shares 6,660 $595K <0.01% +129 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 2,041 shares; 2025Q1: 858 shares; 2025Q2: 817 shares; 2025Q3: 841 shares; 2025Q4: 908 shares; 2026Q1: 805 shares 805 $594K <0.01% -103 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,729 shares; 2024Q4: 6,839 shares; 2025Q1: 6,802 shares; 2025Q2: 9,209 shares; 2025Q3: 9,335 shares; 2025Q4: 10,976 shares; 2026Q1: 12,107 shares 12,107 $592K <0.01% +1,131 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,795 shares; 2024Q4: 34,003 shares; 2025Q1: 35,274 shares; 2025Q2: 35,032 shares; 2025Q3: 15,648 shares; 2025Q4: 16,132 shares; 2026Q1: 11,958 shares 11,958 $590K <0.01% -4,174 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,985 shares; 2024Q4: 8,063 shares; 2025Q1: 6,904 shares; 2025Q2: 7,100 shares; 2025Q3: 7,630 shares; 2025Q4: 8,431 shares; 2026Q1: 9,412 shares 9,412 $589K <0.01% +981 Timeline FJUL 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: 21,131 shares; 2024Q4: 20,452 shares; 2025Q1: 19,515 shares; 2025Q2: 11,568 shares; 2025Q3: 11,336 shares; 2025Q4: 10,914 shares; 2026Q1: 10,767 shares 10,767 $589K <0.01% -147 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 3,293 shares; 2025Q1: 2,530 shares; 2025Q2: 2,505 shares; 2025Q3: 2,667 shares; 2025Q4: 2,731 shares; 2026Q1: 3,100 shares 3,100 $586K <0.01% +369 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,285 shares; 2024Q4: 3,532 shares; 2025Q1: 5,258 shares; 2025Q2: 4,390 shares; 2025Q3: 4,145 shares; 2025Q4: 6,041 shares; 2026Q1: 7,800 shares 7,800 $586K <0.01% +1,759 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,181 shares; 2025Q1: 6,803 shares; 2025Q2: 7,593 shares; 2025Q3: 3,599 shares; 2025Q4: 5,641 shares; 2026Q1: 9,693 shares 9,693 $583K <0.01% +4,052 Timeline NSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,235 shares; 2024Q4: 13,120 shares; 2025Q1: 12,774 shares; 2025Q2: 12,774 shares; 2025Q3: 14,620 shares; 2025Q4: 19,706 shares; 2026Q1: 20,298 shares 20,298 $583K <0.01% +592 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS 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: 28,418 shares 28,418 $583K <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: 25,408 shares; 2024Q4: 27,101 shares; 2025Q1: 18,487 shares; 2025Q2: 17,625 shares; 2025Q3: 20,753 shares; 2025Q4: 20,812 shares; 2026Q1: 23,210 shares 23,210 $583K <0.01% +2,398 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 262 shares; 2025Q3: 542 shares; 2025Q4: 5,973 shares; 2026Q1: 6,622 shares 6,622 $583K <0.01% +649 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,217 shares; 2025Q4: 1,567 shares; 2026Q1: 532 shares 532 $582K <0.01% -1,035 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,050 shares; 2024Q4: 18,189 shares; 2025Q1: 13,430 shares; 2025Q2: 15,442 shares; 2025Q3: 17,229 shares; 2025Q4: 14,582 shares; 2026Q1: 15,951 shares 15,951 $581K <0.01% +1,369 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,524 shares; 2024Q4: 22,509 shares; 2025Q1: 5,023 shares; 2025Q2: 6,073 shares; 2025Q3: 22,164 shares; 2025Q4: 24,533 shares; 2026Q1: 5,325 shares 5,325 $580K <0.01% -19,208 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 214 shares; 2025Q1: 228 shares; 2025Q2: 249 shares; 2025Q3: 3,372 shares; 2025Q4: 11,478 shares; 2026Q1: 18,573 shares 18,573 $580K <0.01% +7,095 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,524 shares; 2025Q1: 5,375 shares; 2025Q2: 5,352 shares; 2025Q3: 3,628 shares; 2025Q4: not reported; 2026Q1: 3,867 shares 3,867 $578K <0.01% new Timeline DFIC 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: 19,797 shares; 2024Q4: 6,127 shares; 2025Q1: 5,200 shares; 2025Q2: 5,788 shares; 2025Q3: 11,797 shares; 2025Q4: 13,679 shares; 2026Q1: 16,244 shares 16,244 $577K <0.01% +2,565 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: 377,973 shares; 2024Q4: 399,217 shares; 2025Q1: 411,279 shares; 2025Q2: 421,781 shares; 2025Q3: 416,605 shares; 2025Q4: 10,982 shares; 2026Q1: 10,629 shares 10,629 $577K <0.01% -353 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,089 shares; 2024Q4: 7,685 shares; 2025Q1: 1,633 shares; 2025Q2: 1,630 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 2,162 shares 2,162 $574K <0.01% +467 Timeline IXC 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: 21,800 shares; 2024Q4: 22,756 shares; 2025Q1: 2,077 shares; 2025Q2: 2,761 shares; 2025Q3: 2,444 shares; 2025Q4: 2,238 shares; 2026Q1: 9,957 shares 9,957 $574K <0.01% +7,719 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,001 shares; 2024Q4: 6,555 shares; 2025Q1: 7,035 shares; 2025Q2: 7,973 shares; 2025Q3: 7,521 shares; 2025Q4: 7,121 shares; 2026Q1: 7,150 shares 7,150 $572K <0.01% +29 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,712 shares; 2024Q4: 207,901 shares; 2025Q1: 234,472 shares; 2025Q2: 12,515 shares; 2025Q3: 12,460 shares; 2025Q4: 10,481 shares; 2026Q1: 10,540 shares 10,540 $570K <0.01% +59 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: 10,675 shares; 2024Q4: 5,469 shares; 2025Q1: 6,012 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 11,768 shares; 2026Q1: 11,858 shares 11,858 $569K <0.01% +90 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,210 shares; 2024Q4: 56,076 shares; 2025Q1: 59,609 shares; 2025Q2: 64,093 shares; 2025Q3: 45,444 shares; 2025Q4: 49,349 shares; 2026Q1: 4,706 shares 4,706 $569K <0.01% -44,643 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,930 shares; 2024Q4: 25,998 shares; 2025Q1: not reported; 2025Q2: 1,469 shares; 2025Q3: not reported; 2025Q4: 2,246 shares; 2026Q1: 3,745 shares 3,745 $566K <0.01% +1,499 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 6,175 shares; 2025Q1: 5,988 shares; 2025Q2: 5,404 shares; 2025Q3: 5,479 shares; 2025Q4: 5,629 shares; 2026Q1: 6,026 shares 6,026 $566K <0.01% +397 Timeline FSIG 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: 104,447 shares; 2024Q4: 97,451 shares; 2025Q1: 43,161 shares; 2025Q2: 35,780 shares; 2025Q3: 34,260 shares; 2025Q4: 30,516 shares; 2026Q1: 29,832 shares 29,832 $565K <0.01% -684 Timeline IFRA 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: 151,395 shares; 2024Q4: 159,944 shares; 2025Q1: 20,744 shares; 2025Q2: 10,320 shares; 2025Q3: 8,683 shares; 2025Q4: 8,093 shares; 2026Q1: 9,872 shares 9,872 $565K <0.01% +1,779 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: 5,193 shares; 2026Q1: 13,542 shares 13,542 $565K <0.01% +8,349 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,729 shares; 2024Q4: 16,806 shares; 2025Q1: 12,120 shares; 2025Q2: 13,062 shares; 2025Q3: 13,566 shares; 2025Q4: 8,245 shares; 2026Q1: 5,506 shares 5,506 $562K <0.01% -2,739 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 787 shares; 2025Q1: 581 shares; 2025Q2: 721 shares; 2025Q3: 1,398 shares; 2025Q4: 1,605 shares; 2026Q1: 1,740 shares 1,740 $562K <0.01% +135 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 893 shares; 2025Q1: 676 shares; 2025Q2: 286 shares; 2025Q3: 346 shares; 2025Q4: 3,305 shares; 2026Q1: 4,199 shares 4,199 $559K <0.01% +894 Timeline PRFD 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: 117,540 shares; 2024Q4: 11,464 shares; 2025Q1: 11,424 shares; 2025Q2: 12,033 shares; 2025Q3: 11,193 shares; 2025Q4: 11,135 shares; 2026Q1: 10,992 shares 10,992 $557K <0.01% -143 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,993 shares; 2025Q4: 7,790 shares; 2026Q1: 13,855 shares 13,855 $557K <0.01% +6,065 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,775 shares; 2024Q4: 14,438 shares; 2025Q1: 94,767 shares; 2025Q2: 14,353 shares; 2025Q3: 14,682 shares; 2025Q4: 3,071 shares; 2026Q1: 11,006 shares 11,006 $555K <0.01% +7,935 Timeline HYLS 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: 19,718 shares; 2024Q4: 17,533 shares; 2025Q1: 22,537 shares; 2025Q2: 21,105 shares; 2025Q3: 19,850 shares; 2025Q4: 19,013 shares; 2026Q1: 13,684 shares 13,684 $555K <0.01% -5,329 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,947 shares; 2026Q1: 4,740 shares 4,740 $555K <0.01% +793 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 3,344 shares; 2025Q1: 3,315 shares; 2025Q2: 3,655 shares; 2025Q3: not reported; 2025Q4: 2,541 shares; 2026Q1: 2,717 shares 2,717 $555K <0.01% +176 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,511 shares; 2024Q4: 8,230 shares; 2025Q1: 13,944 shares; 2025Q2: 14,712 shares; 2025Q3: 14,889 shares; 2025Q4: 14,217 shares; 2026Q1: 4,958 shares 4,958 $552K <0.01% -9,259 Timeline RBUF 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: 265 shares; 2025Q2: 21,779 shares; 2025Q3: 16,265 shares; 2025Q4: 16,350 shares; 2026Q1: 18,833 shares 18,833 $552K <0.01% +2,483 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,673 shares; 2025Q1: 22,687 shares; 2025Q2: 22,175 shares; 2025Q3: 22,423 shares; 2025Q4: 22,406 shares; 2026Q1: 22,429 shares 22,429 $551K <0.01% +23 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,907 shares; 2024Q4: 17,189 shares; 2025Q1: 19,373 shares; 2025Q2: 10,237 shares; 2025Q3: 10,236 shares; 2025Q4: 10,204 shares; 2026Q1: 9,840 shares 9,840 $550K <0.01% -364 Timeline IBUF 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: 21,042 shares; 2025Q3: 15,941 shares; 2025Q4: 16,038 shares; 2026Q1: 18,581 shares 18,581 $549K <0.01% +2,543 Timeline TDSC EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,362 shares; 2024Q4: 34,233 shares; 2025Q1: 31,674 shares; 2025Q2: 29,974 shares; 2025Q3: 27,677 shares; 2025Q4: 26,529 shares; 2026Q1: 21,057 shares 21,057 $548K <0.01% -5,472 Timeline CHAT 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: 565 shares; 2025Q1: 565 shares; 2025Q2: 1,283 shares; 2025Q3: 1,025 shares; 2025Q4: 7,694 shares; 2026Q1: 8,842 shares 8,842 $547K <0.01% +1,148 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,221 shares; 2025Q1: 2,088 shares; 2025Q2: 1,846 shares; 2025Q3: 2,031 shares; 2025Q4: 2,286 shares; 2026Q1: 2,733 shares 2,733 $546K <0.01% +447 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,870 shares; 2024Q4: 10,344 shares; 2025Q1: 7,657 shares; 2025Q2: 348,918 shares; 2025Q3: 410,836 shares; 2025Q4: 548,598 shares; 2026Q1: 11,682 shares 11,682 $546K <0.01% -536,916 Timeline FXH 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: 15,067 shares; 2024Q4: 1,209 shares; 2025Q1: 804 shares; 2025Q2: 587 shares; 2025Q3: 531 shares; 2025Q4: 5,149 shares; 2026Q1: 4,958 shares 4,958 $544K <0.01% -191 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,101 shares; 2025Q1: 15,467 shares; 2025Q2: 18,952 shares; 2025Q3: 14,789 shares; 2025Q4: 14,419 shares; 2026Q1: 16,758 shares 16,758 $544K <0.01% +2,339 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 884 shares; 2026Q1: 1,587 shares 1,587 $543K <0.01% +703 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,468 shares; 2025Q2: 4,640 shares; 2025Q3: 4,750 shares; 2025Q4: 6,636 shares; 2026Q1: 8,081 shares 8,081 $543K <0.01% +1,445 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,938 shares; 2024Q4: 16,493 shares; 2025Q1: 15,634 shares; 2025Q2: 14,740 shares; 2025Q3: 6,816 shares; 2025Q4: 6,871 shares; 2026Q1: 6,522 shares 6,522 $543K <0.01% -349 Timeline USIG 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: 774,176 shares; 2024Q4: 789,085 shares; 2025Q1: 744,128 shares; 2025Q2: 10,950 shares; 2025Q3: 11,479 shares; 2025Q4: 15,230 shares; 2026Q1: 10,586 shares 10,586 $542K <0.01% -4,644 Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,425 shares; 2026Q1: 19,868 shares 19,868 $540K <0.01% +3,443 Timeline IFGL 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: 6,399 shares; 2025Q1: 5,976 shares; 2025Q2: 5,570 shares; 2025Q3: 4,018 shares; 2025Q4: 3,903 shares; 2026Q1: 24,045 shares 24,045 $538K <0.01% +20,142 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,104 shares; 2024Q4: 6,968 shares; 2025Q1: 5,097 shares; 2025Q2: 4,833 shares; 2025Q3: 4,161 shares; 2025Q4: 3,912 shares; 2026Q1: 3,392 shares 3,392 $538K <0.01% -520 Timeline IAUI 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: not reported; 2025Q4: not reported; 2026Q1: 9,443 shares 9,443 $537K <0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,214 shares; 2025Q2: 4,461 shares; 2025Q3: 8,048 shares; 2025Q4: 4,879 shares; 2026Q1: 7,616 shares 7,616 $537K <0.01% +2,737 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,134 shares; 2025Q1: 8,017 shares; 2025Q2: 6,553 shares; 2025Q3: 6,969 shares; 2025Q4: 8,986 shares; 2026Q1: 8,775 shares 8,775 $536K <0.01% -211 Timeline MISL 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: 286 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 370 shares; 2026Q1: 11,899 shares 11,899 $532K <0.01% +11,529 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH 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: 4,979 shares; 2025Q3: 4,715 shares; 2025Q4: 5,928 shares; 2026Q1: 6,917 shares 6,917 $532K <0.01% +989 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,640 shares 10,640 $531K <0.01% new Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,189 shares; 2024Q4: 29,287 shares; 2025Q1: 24,855 shares; 2025Q2: 24,280 shares; 2025Q3: 21,416 shares; 2025Q4: 25,095 shares; 2026Q1: 25,065 shares 25,065 $528K <0.01% -30 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 2,729 shares; 2025Q1: 1,165 shares; 2025Q2: 1,452 shares; 2025Q3: 1,689 shares; 2025Q4: 2,326 shares; 2026Q1: 2,490 shares 2,490 $528K <0.01% +164 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,556 shares; 2026Q1: 1,873 shares 1,873 $526K <0.01% +317 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,799 shares; 2026Q1: 5,599 shares 5,599 $522K <0.01% +1,800 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,980 shares; 2024Q4: 6,429 shares; 2025Q1: 4,116 shares; 2025Q2: 4,158 shares; 2025Q3: 3,152 shares; 2025Q4: 8,474 shares; 2026Q1: 9,349 shares 9,349 $522K <0.01% +875 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 956 shares; 2025Q4: 1,010 shares; 2026Q1: 1,851 shares 1,851 $521K <0.01% +841 Timeline MARM 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: 12,921 shares; 2024Q4: 6,945 shares; 2025Q1: 5,759 shares; 2025Q2: 12,563 shares; 2025Q3: 11,544 shares; 2025Q4: 17,019 shares; 2026Q1: 15,574 shares 15,574 $521K <0.01% -1,445 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL 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: 1,081 shares 1,081 $521K <0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,489 shares; 2024Q4: 17,241 shares; 2025Q1: 17,191 shares; 2025Q2: 16,802 shares; 2025Q3: 16,955 shares; 2025Q4: 16,718 shares; 2026Q1: 13,266 shares 13,266 $521K <0.01% -3,452 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 618 shares; 2025Q2: 8,965 shares; 2025Q3: 11,318 shares; 2025Q4: 11,494 shares; 2026Q1: 10,918 shares 10,918 $519K <0.01% -576 Timeline NXTG 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: 8,586 shares; 2024Q4: 8,067 shares; 2025Q1: 7,631 shares; 2025Q2: 5,820 shares; 2025Q3: 5,569 shares; 2025Q4: 4,948 shares; 2026Q1: 4,593 shares 4,593 $514K <0.01% -355 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: 3,939 shares; 2024Q4: 5,914 shares; 2025Q1: 3,992 shares; 2025Q2: 3,465 shares; 2025Q3: 2,853 shares; 2025Q4: 2,777 shares; 2026Q1: 3,010 shares 3,010 $514K <0.01% +233 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 13,107 shares; 2025Q1: 13,125 shares; 2025Q2: 13,188 shares; 2025Q3: 21,901 shares; 2025Q4: 39,963 shares; 2026Q1: 41,592 shares 41,592 $511K <0.01% +1,629 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,598 shares; 2024Q4: 4,680 shares; 2025Q1: 5,490 shares; 2025Q2: 4,968 shares; 2025Q3: 4,937 shares; 2025Q4: 6,500 shares; 2026Q1: 7,356 shares 7,356 $510K <0.01% +856 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,063 shares; 2024Q4: 14,873 shares; 2025Q1: 13,174 shares; 2025Q2: 13,142 shares; 2025Q3: 12,875 shares; 2025Q4: 12,719 shares; 2026Q1: 11,369 shares 11,369 $510K <0.01% -1,350 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 6,778 shares; 2025Q4: 8,112 shares; 2026Q1: 7,000 shares 7,000 $510K <0.01% -1,112 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: 12,590 shares; 2024Q4: 10,441 shares; 2025Q1: 31,533 shares; 2025Q2: 32,819 shares; 2025Q3: 39,490 shares; 2025Q4: 30,823 shares; 2026Q1: 10,941 shares 10,941 $509K <0.01% -19,882 Timeline DAN DANA INC More: the full row for DANA 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: 11,874 shares; 2026Q1: 15,125 shares 15,125 $509K <0.01% +3,251 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 236 shares; 2025Q1: 248 shares; 2025Q2: 262 shares; 2025Q3: not reported; 2025Q4: 349 shares; 2026Q1: 519 shares 519 $509K <0.01% +170 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,664 shares 17,664 $507K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,570 shares; 2026Q1: 2,334 shares 2,334 $506K <0.01% +764 Timeline FTWO 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: 4,573 shares; 2025Q1: 4,573 shares; 2025Q2: 4,573 shares; 2025Q3: 6,235 shares; 2025Q4: 8,296 shares; 2026Q1: 11,056 shares 11,056 $502K <0.01% +2,760 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,778 shares; 2024Q4: 2,091 shares; 2025Q1: 1,594 shares; 2025Q2: 400,193 shares; 2025Q3: 4,388,441 shares; 2025Q4: 24,620 shares; 2026Q1: 16,033 shares 16,033 $501K <0.01% -8,587 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,035 shares; 2025Q2: 845 shares; 2025Q3: 823 shares; 2025Q4: 1,067 shares; 2026Q1: 363 shares 363 $501K <0.01% -704 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,504 shares; 2025Q1: 4,979 shares; 2025Q2: 4,532 shares; 2025Q3: 4,408 shares; 2025Q4: 4,839 shares; 2026Q1: 5,978 shares 5,978 $501K <0.01% +1,139 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 3,665 shares; 2025Q1: 3,372 shares; 2025Q2: 3,185 shares; 2025Q3: 3,471 shares; 2025Q4: 4,097 shares; 2026Q1: 4,626 shares 4,626 $500K <0.01% +529 Timeline NTRL 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: 15,902 shares; 2024Q4: 15,787 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,292 shares; 2025Q4: 5,292 shares; 2026Q1: 24,093 shares 24,093 $499K <0.01% +18,801 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: 23,643 shares; 2024Q4: 19,918 shares; 2025Q1: 16,641 shares; 2025Q2: 16,368 shares; 2025Q3: 14,908 shares; 2025Q4: 14,269 shares; 2026Q1: 12,192 shares 12,192 $499K <0.01% -2,077 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN 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: 5,190 shares; 2025Q4: 2,176 shares; 2026Q1: 2,904 shares 2,904 $498K <0.01% +728 Timeline BTCI 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: 590 shares; 2025Q4: 12,497 shares; 2026Q1: 15,168 shares 15,168 $497K <0.01% +2,671 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 19,120 shares; 2025Q1: 18,633 shares; 2025Q2: 7,050 shares; 2025Q3: not reported; 2025Q4: 8,457 shares; 2026Q1: 9,051 shares 9,051 $497K <0.01% +594 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,165 shares; 2025Q4: 16,005 shares; 2026Q1: 15,778 shares 15,778 $497K <0.01% -227 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 7,659 shares; 2025Q1: 31,692 shares; 2025Q2: 376,275 shares; 2025Q3: 373,778 shares; 2025Q4: 379,011 shares; 2026Q1: 12,442 shares 12,442 $496K <0.01% -366,569 Timeline HELO 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: 1,103 shares; 2025Q1: 1,679 shares; 2025Q2: 1,579 shares; 2025Q3: 4,191 shares; 2025Q4: 5,069 shares; 2026Q1: 7,761 shares 7,761 $496K <0.01% +2,692 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,592 shares; 2025Q3: 1,938 shares; 2025Q4: 2,036 shares; 2026Q1: 2,311 shares 2,311 $496K <0.01% +275 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS 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: not reported; 2026Q1: 12,316 shares 12,316 $495K <0.01% new Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,259 shares; 2025Q1: 7,866 shares; 2025Q2: 8,156 shares; 2025Q3: 8,419 shares; 2025Q4: 9,191 shares; 2026Q1: 8,944 shares 8,944 $494K <0.01% -247 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,835 shares; 2025Q2: 14,041 shares; 2025Q3: 13,103 shares; 2025Q4: 12,497 shares; 2026Q1: 10,794 shares 10,794 $494K <0.01% -1,703 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,821 shares; 2024Q4: 40,638 shares; 2025Q1: 17,656 shares; 2025Q2: 5,725 shares; 2025Q3: 4,642 shares; 2025Q4: 4,150 shares; 2026Q1: 5,107 shares 5,107 $494K <0.01% +957 Timeline DECM 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: 3,747 shares; 2025Q1: 9,340 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 15,035 shares; 2026Q1: 15,035 shares 15,035 $491K <0.01% 0 Timeline ISTM 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: not reported; 2025Q4: not reported; 2026Q1: 16,274 shares 16,274 $491K <0.01% new 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: not reported; 2025Q4: 1,720 shares; 2026Q1: 2,828 shares 2,828 $490K <0.01% +1,108 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,834 shares; 2026Q1: 8,944 shares 8,944 $489K <0.01% +4,110 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: not reported; 2025Q4: not reported; 2026Q1: 2,243 shares 2,243 $489K <0.01% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: not reported; 2026Q1: 899 shares 899 $486K <0.01% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,886 shares; 2025Q1: 4,964 shares; 2025Q2: 4,896 shares; 2025Q3: 4,820 shares; 2025Q4: 5,125 shares; 2026Q1: 10,887 shares 10,887 $486K <0.01% +5,762 Timeline NTSX 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: 12,729 shares; 2024Q4: 13,460 shares; 2025Q1: 10,124 shares; 2025Q2: 8,641 shares; 2025Q3: 6,249 shares; 2025Q4: 8,297 shares; 2026Q1: 9,293 shares 9,293 $485K <0.01% +996 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,092 shares; 2026Q1: 7,799 shares 7,799 $483K <0.01% -1,293 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,178 shares; 2024Q4: 8,374 shares; 2025Q1: 8,112 shares; 2025Q2: 8,224 shares; 2025Q3: 9,068 shares; 2025Q4: 9,729 shares; 2026Q1: 10,509 shares 10,509 $481K <0.01% +780 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,839 shares; 2026Q1: 4,166 shares 4,166 $481K <0.01% +327 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 1,163 shares; 2026Q1: 2,436 shares 2,436 $481K <0.01% +1,273 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 7,690 shares; 2025Q1: 11,521 shares; 2025Q2: 10,955 shares; 2025Q3: 8,786 shares; 2025Q4: 8,243 shares; 2026Q1: 9,439 shares 9,439 $478K <0.01% +1,196 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,787 shares; 2024Q4: 1,617 shares; 2025Q1: 2,333 shares; 2025Q2: 3,444 shares; 2025Q3: 3,409 shares; 2025Q4: 3,222 shares; 2026Q1: 3,777 shares 3,777 $477K <0.01% +555 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS 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: 13,179 shares; 2025Q4: 30,657 shares; 2026Q1: 60,653 shares 60,653 $477K <0.01% +29,996 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,999 shares; 2026Q1: 3,518 shares 3,518 $477K <0.01% +519 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 11,364 shares; 2025Q4: 11,564 shares; 2026Q1: 17,941 shares 17,941 $475K <0.01% +6,377 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,504 shares; 2024Q4: 11,066 shares; 2025Q1: 6,750 shares; 2025Q2: 6,067 shares; 2025Q3: 10,302 shares; 2025Q4: 10,136 shares; 2026Q1: 12,871 shares 12,871 $474K <0.01% +2,735 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 5,995 shares; 2025Q1: 4,966 shares; 2025Q2: 4,654 shares; 2025Q3: 3,940 shares; 2025Q4: 2,302 shares; 2026Q1: 1,636 shares 1,636 $473K <0.01% -666 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,111 shares; 2024Q4: 15,748 shares; 2025Q1: 15,504 shares; 2025Q2: 16,452 shares; 2025Q3: 16,862 shares; 2025Q4: 17,359 shares; 2026Q1: 18,068 shares 18,068 $471K <0.01% +709 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: 13,197 shares; 2024Q4: 11,377 shares; 2025Q1: 11,377 shares; 2025Q2: 11,458 shares; 2025Q3: 11,028 shares; 2025Q4: 10,156 shares; 2026Q1: 10,174 shares 10,174 $471K <0.01% +18 Timeline DGCB 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: 2,383 shares; 2025Q3: 7,979 shares; 2025Q4: 8,184 shares; 2026Q1: 8,661 shares 8,661 $469K <0.01% +477 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,913 shares; 2025Q1: 17,428 shares; 2025Q2: 14,460 shares; 2025Q3: 17,830 shares; 2025Q4: 21,506 shares; 2026Q1: 23,036 shares 23,036 $469K <0.01% +1,530 Timeline LAZ LAZARD INC More: the full row for LAZARD 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: 338,550 shares; 2025Q3: 351,265 shares; 2025Q4: 362,304 shares; 2026Q1: 10,972 shares 10,972 $466K <0.01% -351,332 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 5,538 shares; 2025Q1: 6,313 shares; 2025Q2: 6,133 shares; 2025Q3: 5,937 shares; 2025Q4: 9,149 shares; 2026Q1: 9,740 shares 9,740 $463K <0.01% +591 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,699 shares; 2024Q4: 120,751 shares; 2025Q1: 152,124 shares; 2025Q2: 27,801 shares; 2025Q3: 30,441 shares; 2025Q4: 29,759 shares; 2026Q1: 32,851 shares 32,851 $463K <0.01% +3,092 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,576 shares; 2025Q2: 9,861 shares; 2025Q3: 9,927 shares; 2025Q4: 21,450 shares; 2026Q1: 13,140 shares 13,140 $462K <0.01% -8,310 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,567 shares; 2025Q2: not reported; 2025Q3: 9,642 shares; 2025Q4: 10,466 shares; 2026Q1: 11,109 shares 11,109 $458K <0.01% +643 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 846 shares; 2025Q3: 1,143 shares; 2025Q4: not reported; 2026Q1: 1,161 shares 1,161 $458K <0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 2,988 shares 2,988 $457K <0.01% +1,293 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,482 shares; 2025Q1: 6,710 shares; 2025Q2: 5,552 shares; 2025Q3: 11,141 shares; 2025Q4: 7,502 shares; 2026Q1: 7,559 shares 7,559 $456K <0.01% +57 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 222,080 shares; 2025Q2: 165,967 shares; 2025Q3: 113,452 shares; 2025Q4: 39,145 shares; 2026Q1: 17,964 shares 17,964 $456K <0.01% -21,181 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,683 shares; 2025Q2: 7,949 shares; 2025Q3: 14,491 shares; 2025Q4: 16,648 shares; 2026Q1: 20,015 shares 20,015 $456K <0.01% +3,367 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,476 shares; 2024Q4: 63,790 shares; 2025Q1: 45,611 shares; 2025Q2: 40,673 shares; 2025Q3: 26,542 shares; 2025Q4: 22,830 shares; 2026Q1: 16,173 shares 16,173 $454K <0.01% -6,657 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,569 shares; 2024Q4: 77,426 shares; 2025Q1: 72,772 shares; 2025Q2: 72,362 shares; 2025Q3: 72,160 shares; 2025Q4: 60,003 shares; 2026Q1: 44,589 shares 44,589 $454K <0.01% -15,414 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,776 shares; 2024Q4: 15,467 shares; 2025Q1: 14,479 shares; 2025Q2: 11,864 shares; 2025Q3: 9,075 shares; 2025Q4: 9,043 shares; 2026Q1: 9,624 shares 9,624 $454K <0.01% +581 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,688 shares; 2024Q4: 145,806 shares; 2025Q1: 146,759 shares; 2025Q2: 152,432 shares; 2025Q3: 158,841 shares; 2025Q4: 2,600 shares; 2026Q1: 2,392 shares 2,392 $454K <0.01% -208 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,329 shares; 2024Q4: 4,688 shares; 2025Q1: 5,175 shares; 2025Q2: 6,208 shares; 2025Q3: 5,358 shares; 2025Q4: 7,022 shares; 2026Q1: 6,825 shares 6,825 $452K <0.01% -197 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 5,963 shares; 2025Q1: 5,461 shares; 2025Q2: 5,298 shares; 2025Q3: 5,236 shares; 2025Q4: 6,026 shares; 2026Q1: 5,883 shares 5,883 $452K <0.01% -143 Timeline PRAA PRA GROUP INC More: the full row for PRA 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: not reported; 2025Q4: not reported; 2026Q1: 25,765 shares 25,765 $451K <0.01% new Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,652 shares; 2025Q1: 4,086 shares; 2025Q2: 3,801 shares; 2025Q3: 3,781 shares; 2025Q4: 6,806 shares; 2026Q1: 7,031 shares 7,031 $451K <0.01% +225 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,003 shares 2,003 $450K <0.01% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,443 shares; 2025Q4: 4,699 shares; 2026Q1: 4,869 shares 4,869 $449K <0.01% +170 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,007 shares; 2025Q1: 2,403 shares; 2025Q2: 2,508 shares; 2025Q3: 2,562 shares; 2025Q4: 2,932 shares; 2026Q1: 3,312 shares 3,312 $448K <0.01% +380 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,285 shares; 2025Q1: 6,325 shares; 2025Q2: 5,647 shares; 2025Q3: 6,391 shares; 2025Q4: 7,903 shares; 2026Q1: 9,887 shares 9,887 $447K <0.01% +1,984 Timeline DIVO 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: 2,736 shares; 2025Q1: 2,360 shares; 2025Q2: 2,346 shares; 2025Q3: 2,704 shares; 2025Q4: 4,092 shares; 2026Q1: 9,940 shares 9,940 $446K <0.01% +5,848 Timeline USFR 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: 369,774 shares; 2024Q4: 326,723 shares; 2025Q1: 141,943 shares; 2025Q2: 32,071 shares; 2025Q3: 20,711 shares; 2025Q4: 16,655 shares; 2026Q1: 8,850 shares 8,850 $446K <0.01% -7,805 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: 14,425 shares; 2024Q4: 16,617 shares; 2025Q1: 12,601 shares; 2025Q2: 1,266 shares; 2025Q3: 7,157 shares; 2025Q4: 13,156 shares; 2026Q1: 13,096 shares 13,096 $444K <0.01% -60 Timeline TDSB EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,671 shares; 2025Q1: 21,406 shares; 2025Q2: 21,186 shares; 2025Q3: 20,612 shares; 2025Q4: 20,946 shares; 2026Q1: 18,207 shares 18,207 $443K <0.01% -2,739 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 21,538 shares; 2025Q1: 19,519 shares; 2025Q2: 16,412 shares; 2025Q3: 18,543 shares; 2025Q4: 20,748 shares; 2026Q1: 25,009 shares 25,009 $443K <0.01% +4,261 Timeline IUSV 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: 5,178 shares; 2024Q4: 4,266 shares; 2025Q1: 4,114 shares; 2025Q2: 4,932 shares; 2025Q3: 4,267 shares; 2025Q4: 2,959 shares; 2026Q1: 4,310 shares 4,310 $441K <0.01% +1,351 Timeline TOTL 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: not reported; 2024Q4: 1,084 shares; 2025Q1: 288 shares; 2025Q2: 261 shares; 2025Q3: 297 shares; 2025Q4: 10,667 shares; 2026Q1: 11,086 shares 11,086 $440K <0.01% +419 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,025 shares; 2025Q1: 1,927 shares; 2025Q2: 2,066 shares; 2025Q3: 1,511 shares; 2025Q4: 1,613 shares; 2026Q1: 1,722 shares 1,722 $439K <0.01% +109 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: 10,745 shares; 2024Q4: 11,031 shares; 2025Q1: 12,361 shares; 2025Q2: 13,219 shares; 2025Q3: 16,537 shares; 2025Q4: 16,951 shares; 2026Q1: 19,652 shares 19,652 $439K <0.01% +2,701 Timeline FLSP 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,129 shares 16,129 $439K <0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,558 shares; 2024Q4: 2,761 shares; 2025Q1: 3,091 shares; 2025Q2: 3,313 shares; 2025Q3: 3,600 shares; 2025Q4: 4,093 shares; 2026Q1: 2,109 shares 2,109 $439K <0.01% -1,984 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 9,050 shares; 2025Q1: 7,873 shares; 2025Q2: 7,817 shares; 2025Q3: 3,384 shares; 2025Q4: 6,000 shares; 2026Q1: 3,434 shares 3,434 $439K <0.01% -2,566 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 2,063 shares; 2025Q4: 3,384 shares; 2026Q1: 5,788 shares 5,788 $438K <0.01% +2,404 Timeline IWV 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: 714 shares; 2024Q4: 812 shares; 2025Q1: 883 shares; 2025Q2: 1,023 shares; 2025Q3: 1,030 shares; 2025Q4: 1,039 shares; 2026Q1: 1,180 shares 1,180 $437K <0.01% +141 Timeline AVUV 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: 3,390 shares; 2024Q4: 2,940 shares; 2025Q1: 4,870 shares; 2025Q2: 3,299 shares; 2025Q3: 3,691 shares; 2025Q4: 4,650 shares; 2026Q1: 3,930 shares 3,930 $434K <0.01% -720 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,522 shares; 2026Q1: 5,692 shares 5,692 $434K <0.01% +1,170 Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231,441 shares; 2024Q4: 31,795 shares; 2025Q1: 17,036 shares; 2025Q2: 17,514 shares; 2025Q3: 14,265 shares; 2025Q4: 13,911 shares; 2026Q1: 13,416 shares 13,416 $431K <0.01% -495 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: 4,786 shares; 2025Q1: 4,344 shares; 2025Q2: 3,858 shares; 2025Q3: 3,755 shares; 2025Q4: 4,163 shares; 2026Q1: 4,673 shares 4,673 $431K <0.01% +510 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,291 shares; 2025Q2: 2,298 shares; 2025Q3: 2,505 shares; 2025Q4: 2,658 shares; 2026Q1: 3,002 shares 3,002 $429K <0.01% +344 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY 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: 4,111 shares; 2025Q4: 4,659 shares; 2026Q1: 6,959 shares 6,959 $427K <0.01% +2,300 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,023 shares; 2024Q4: 225,973 shares; 2025Q1: 11,574 shares; 2025Q2: 8,831 shares; 2025Q3: 8,958 shares; 2025Q4: 12,537 shares; 2026Q1: 12,796 shares 12,796 $427K <0.01% +259 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: 1,100 shares; 2025Q2: 1,098 shares; 2025Q3: 2,429 shares; 2025Q4: 2,427 shares; 2026Q1: 1,680 shares 1,680 $427K <0.01% -747 Timeline TRS TRIMAS CORP More: the full row for TRIMAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,641 shares; 2025Q1: not reported; 2025Q2: 7,426 shares; 2025Q3: 8,408 shares; 2025Q4: 10,876 shares; 2026Q1: 11,815 shares 11,815 $425K <0.01% +939 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,105 shares; 2024Q4: 2,416 shares; 2025Q1: 1,557 shares; 2025Q2: 1,630 shares; 2025Q3: 1,322 shares; 2025Q4: 1,772 shares; 2026Q1: 1,568 shares 1,568 $425K <0.01% -204 Timeline FTXL 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: 204 shares; 2025Q1: 223 shares; 2025Q2: 208 shares; 2025Q3: 764 shares; 2025Q4: 2,225 shares; 2026Q1: 2,877 shares 2,877 $424K <0.01% +652 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 1,066 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares; 2026Q1: 1,270 shares 1,270 $424K <0.01% -1,117 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,623 shares; 2024Q4: 50,370 shares; 2025Q1: 42,625 shares; 2025Q2: 37,378 shares; 2025Q3: 16,173 shares; 2025Q4: 17,518 shares; 2026Q1: 17,738 shares 17,738 $422K <0.01% +220 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,469 shares 3,469 $422K <0.01% new Timeline IYZ 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: 283,935 shares; 2025Q1: 129,620 shares; 2025Q2: 168,618 shares; 2025Q3: 198,232 shares; 2025Q4: 193,132 shares; 2026Q1: 10,703 shares 10,703 $421K <0.01% -182,429 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,987 shares; 2026Q1: 7,105 shares 7,105 $420K <0.01% +2,118 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN 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: 5,988 shares; 2026Q1: 8,499 shares 8,499 $420K <0.01% +2,511 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 392 shares 392 $418K <0.01% +141 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,093 shares; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 4,569 shares; 2025Q4: 6,468 shares; 2026Q1: 13,918 shares 13,918 $417K <0.01% +7,450 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,195 shares; 2024Q4: 3,853 shares; 2025Q1: 3,759 shares; 2025Q2: 3,759 shares; 2025Q3: 5,272 shares; 2025Q4: 7,989 shares; 2026Q1: 8,708 shares 8,708 $417K <0.01% +719 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: not reported; 2025Q1: 2,941 shares; 2025Q2: 3,651 shares; 2025Q3: 3,464 shares; 2025Q4: 3,397 shares; 2026Q1: 3,509 shares 3,509 $417K <0.01% +112 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,074 shares; 2024Q4: 15,074 shares; 2025Q1: 15,074 shares; 2025Q2: 14,874 shares; 2025Q3: 15,772 shares; 2025Q4: 15,772 shares; 2026Q1: 15,502 shares 15,502 $416K <0.01% -270 Timeline GDEC 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: 2,943,493 shares; 2025Q1: 3,015,360 shares; 2025Q2: 1,978,741 shares; 2025Q3: 12,252 shares; 2025Q4: 9,485 shares; 2026Q1: 11,130 shares 11,130 $412K <0.01% +1,645 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 10,048 shares; 2025Q1: 9,413 shares; 2025Q2: 9,387 shares; 2025Q3: 10,987 shares; 2025Q4: 14,297 shares; 2026Q1: 12,974 shares 12,974 $412K <0.01% -1,323 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,854 shares; 2025Q2: 3,677 shares; 2025Q3: 4,136 shares; 2025Q4: 4,250 shares; 2026Q1: 5,227 shares 5,227 $410K <0.01% +977 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,413 shares 11,413 $410K <0.01% new Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,339 shares; 2025Q2: 5,827 shares; 2025Q3: 5,792 shares; 2025Q4: 6,149 shares; 2026Q1: 7,107 shares 7,107 $409K <0.01% +958 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,351 shares; 2024Q4: 71,678 shares; 2025Q1: 39,528 shares; 2025Q2: 16,879 shares; 2025Q3: 16,160 shares; 2025Q4: 21,591 shares; 2026Q1: 13,445 shares 13,445 $408K <0.01% -8,146 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,795 shares; 2025Q4: 1,785 shares; 2026Q1: 3,021 shares 3,021 $407K <0.01% +1,236 Timeline NOVM 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: 13,383 shares; 2025Q1: 9,533 shares; 2025Q2: 8,488 shares; 2025Q3: 8,488 shares; 2025Q4: 12,438 shares; 2026Q1: 12,438 shares 12,438 $407K <0.01% 0 Timeline PRA PROASSURANCE CORP More: the full row for PROASSURANCE 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: 13,613 shares; 2026Q1: 16,447 shares 16,447 $407K <0.01% +2,834 Timeline SEPM 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: 26,406 shares; 2025Q1: 17,918 shares; 2025Q2: 12,996 shares; 2025Q3: 12,794 shares; 2025Q4: 12,807 shares; 2026Q1: 12,809 shares 12,809 $406K <0.01% +2 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,393 shares; 2025Q4: 5,965 shares; 2026Q1: 5,960 shares 5,960 $405K <0.01% -5 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 76,168 shares; 2025Q1: 90,502 shares; 2025Q2: 91,755 shares; 2025Q3: 5,024 shares; 2025Q4: 3,960 shares; 2026Q1: 5,051 shares 5,051 $404K <0.01% +1,091 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 15,001 shares; 2025Q1: 18,106 shares; 2025Q2: 18,620 shares; 2025Q3: 21,790 shares; 2025Q4: 22,017 shares; 2026Q1: 25,290 shares 25,290 $402K <0.01% +3,273 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,003 shares; 2024Q4: 21,157 shares; 2025Q1: 20,914 shares; 2025Q2: 18,165 shares; 2025Q3: 13,188 shares; 2025Q4: 12,782 shares; 2026Q1: 12,782 shares 12,782 $400K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: 4,421 shares; 2025Q4: 5,192 shares; 2026Q1: 7,162 shares 7,162 $400K <0.01% +1,970 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,497 shares; 2025Q1: 1,643 shares; 2025Q2: 2,645 shares; 2025Q3: 3,582 shares; 2025Q4: 9,345 shares; 2026Q1: 3,592 shares 3,592 $399K <0.01% -5,753 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: 2,886 shares; 2024Q4: 5,934 shares; 2025Q1: 2,374 shares; 2025Q2: 2,562 shares; 2025Q3: 2,503 shares; 2025Q4: 3,488 shares; 2026Q1: 4,011 shares 4,011 $399K <0.01% +523 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: not reported; 2024Q4: 492 shares; 2025Q1: 480 shares; 2025Q2: 433 shares; 2025Q3: 3,369 shares; 2025Q4: 3,384 shares; 2026Q1: 3,333 shares 3,333 $398K <0.01% -51 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,755 shares; 2025Q1: 2,966 shares; 2025Q2: 3,182 shares; 2025Q3: 3,548 shares; 2025Q4: 3,185 shares; 2026Q1: 2,942 shares 2,942 $398K <0.01% -243 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,131 shares; 2025Q2: 21,965 shares; 2025Q3: 27,216 shares; 2025Q4: 11,980 shares; 2026Q1: 2,282 shares 2,282 $396K <0.01% -9,698 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,257 shares; 2026Q1: 7,773 shares 7,773 $396K <0.01% +5,516 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,672 shares; 2024Q4: 5,326 shares; 2025Q1: 4,022 shares; 2025Q2: 4,251 shares; 2025Q3: 5,464 shares; 2025Q4: 7,528 shares; 2026Q1: 5,642 shares 5,642 $396K <0.01% -1,886 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 444 shares; 2025Q1: 391 shares; 2025Q2: 698 shares; 2025Q3: 663 shares; 2025Q4: 631 shares; 2026Q1: 1,115 shares 1,115 $395K <0.01% +484 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: 3,149 shares; 2026Q1: 3,728 shares 3,728 $394K <0.01% +579 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,026 shares; 2025Q1: 14,825 shares; 2025Q2: 13,400 shares; 2025Q3: 12,477 shares; 2025Q4: 12,335 shares; 2026Q1: 8,773 shares 8,773 $393K <0.01% -3,562 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 3,973 shares; 2025Q1: 2,736 shares; 2025Q2: 2,461 shares; 2025Q3: 2,171 shares; 2025Q4: 2,314 shares; 2026Q1: 2,663 shares 2,663 $392K <0.01% +349 Timeline AVNM 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: 5,143 shares; 2025Q4: 5,143 shares; 2026Q1: 5,143 shares 5,143 $392K <0.01% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,013 shares 4,013 $391K <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: 4,164 shares; 2025Q4: 5,108 shares; 2026Q1: 6,913 shares 6,913 $390K <0.01% +1,805 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,158 shares; 2024Q4: 14,389 shares; 2025Q1: 14,468 shares; 2025Q2: 2,489 shares; 2025Q3: 2,274 shares; 2025Q4: 2,568 shares; 2026Q1: 2,675 shares 2,675 $390K <0.01% +107 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 1,505 shares; 2025Q3: not reported; 2025Q4: 1,659 shares; 2026Q1: 2,573 shares 2,573 $388K <0.01% +914 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,145 shares; 2025Q1: not reported; 2025Q2: 50,164 shares; 2025Q3: 67,617 shares; 2025Q4: 71,903 shares; 2026Q1: 53,167 shares 53,167 $387K <0.01% -18,736 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,616 shares; 2025Q2: 2,582 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,071 shares 3,071 $386K <0.01% new 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: 9,102 shares; 2025Q1: 8,924 shares; 2025Q2: 8,729 shares; 2025Q3: 8,712 shares; 2025Q4: 9,045 shares; 2026Q1: 8,979 shares 8,979 $386K <0.01% -66 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,235 shares; 2024Q4: 27,320 shares; 2025Q1: 32,079 shares; 2025Q2: 33,123 shares; 2025Q3: 50,841 shares; 2025Q4: 54,724 shares; 2026Q1: 56,447 shares 56,447 $386K <0.01% +1,723 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,346 shares; 2026Q1: 1,537 shares 1,537 $385K <0.01% +191 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,758 shares; 2024Q4: 5,648 shares; 2025Q1: 8,181 shares; 2025Q2: 10,299 shares; 2025Q3: 14,994 shares; 2025Q4: 1,882 shares; 2026Q1: 1,888 shares 1,888 $385K <0.01% +6 Timeline SGRT TIDAL TRUST I More: the full row for TIDAL TRUST 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: 12,355 shares; 2025Q4: 15,232 shares; 2026Q1: 14,422 shares 14,422 $385K <0.01% -810 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: not reported; 2024Q4: not reported; 2025Q1: 10,743 shares; 2025Q2: 10,007 shares; 2025Q3: 10,076 shares; 2025Q4: 10,121 shares; 2026Q1: 10,664 shares 10,664 $385K <0.01% +543 Timeline DDFF 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: not reported; 2025Q4: not reported; 2026Q1: 20,260 shares 20,260 $383K <0.01% new Timeline JUNM 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: 82,076 shares; 2024Q4: 25,502 shares; 2025Q1: 18,186 shares; 2025Q2: 11,970 shares; 2025Q3: 11,184 shares; 2025Q4: 11,184 shares; 2026Q1: 11,177 shares 11,177 $383K <0.01% -7 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,271 shares; 2025Q1: 3,191 shares; 2025Q2: 3,254 shares; 2025Q3: 3,255 shares; 2025Q4: 3,247 shares; 2026Q1: 2,240 shares 2,240 $383K <0.01% -1,007 Timeline IVOV 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: not reported; 2025Q4: not reported; 2026Q1: 3,756 shares 3,756 $383K <0.01% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,636 shares; 2025Q1: 1,788 shares; 2025Q2: 1,713 shares; 2025Q3: 2,096 shares; 2025Q4: 2,778 shares; 2026Q1: 2,120 shares 2,120 $381K <0.01% -658 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,123 shares; 2025Q2: 67,285 shares; 2025Q3: 69,265 shares; 2025Q4: 35,417 shares; 2026Q1: 5,488 shares 5,488 $380K <0.01% -29,929 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,160 shares; 2025Q1: 1,107 shares; 2025Q2: 1,236 shares; 2025Q3: 1,749 shares; 2025Q4: 1,553 shares; 2026Q1: 1,420 shares 1,420 $379K <0.01% -133 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,344 shares; 2025Q2: 2,578 shares; 2025Q3: 2,735 shares; 2025Q4: 2,630 shares; 2026Q1: 2,607 shares 2,607 $379K <0.01% -23 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,706 shares; 2026Q1: 2,108 shares 2,108 $379K <0.01% +402 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,082 shares; 2024Q4: 30,301 shares; 2025Q1: 28,585 shares; 2025Q2: 29,425 shares; 2025Q3: 23,942 shares; 2025Q4: 23,522 shares; 2026Q1: 17,627 shares 17,627 $378K <0.01% -5,895 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,893 shares; 2025Q1: 3,858 shares; 2025Q2: 3,216 shares; 2025Q3: 3,004 shares; 2025Q4: 3,307 shares; 2026Q1: 4,346 shares 4,346 $378K <0.01% +1,039 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,626 shares; 2025Q1: not reported; 2025Q2: 4,387 shares; 2025Q3: 4,541 shares; 2025Q4: 5,500 shares; 2026Q1: 6,128 shares 6,128 $376K <0.01% +628 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 7,656 shares; 2025Q1: 7,656 shares; 2025Q2: 8,458 shares; 2025Q3: 7,729 shares; 2025Q4: 7,318 shares; 2026Q1: 6,930 shares 6,930 $375K <0.01% -388 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,207 shares; 2025Q4: 8,301 shares; 2026Q1: 7,753 shares 7,753 $374K <0.01% -548 Timeline EUFN 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: 6,811 shares; 2025Q1: 6,949 shares; 2025Q2: 8,655 shares; 2025Q3: 9,449 shares; 2025Q4: 10,603 shares; 2026Q1: 10,715 shares 10,715 $373K <0.01% +112 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 23,687 shares 23,687 $373K <0.01% new Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,690 shares; 2025Q1: 12,960 shares; 2025Q2: 13,372 shares; 2025Q3: 13,278 shares; 2025Q4: 16,555 shares; 2026Q1: 19,069 shares 19,069 $373K <0.01% +2,514 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,722 shares 7,722 $372K <0.01% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 5,769 shares; 2025Q1: 5,011 shares; 2025Q2: 4,544 shares; 2025Q3: 3,993 shares; 2025Q4: not reported; 2026Q1: 4,762 shares 4,762 $372K <0.01% new Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: 408 shares; 2025Q2: 565 shares; 2025Q3: 552 shares; 2025Q4: 1,640 shares; 2026Q1: 2,152 shares 2,152 $369K <0.01% +512 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,287 shares; 2024Q4: 68,798 shares; 2025Q1: 32,544 shares; 2025Q2: 41,871 shares; 2025Q3: 51,273 shares; 2025Q4: 3,173 shares; 2026Q1: 3,137 shares 3,137 $369K <0.01% -36 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,612 shares; 2024Q4: 17,506 shares; 2025Q1: 17,164 shares; 2025Q2: 17,334 shares; 2025Q3: 18,399 shares; 2025Q4: 87,347 shares; 2026Q1: 30,604 shares 30,604 $369K <0.01% -56,743 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,785 shares; 2025Q3: 13,058 shares; 2025Q4: 14,939 shares; 2026Q1: 14,802 shares 14,802 $369K <0.01% -137 Timeline FSEP 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: 19,489 shares; 2024Q4: 19,602 shares; 2025Q1: 18,355 shares; 2025Q2: 7,380 shares; 2025Q3: 7,378 shares; 2025Q4: 7,430 shares; 2026Q1: 7,319 shares 7,319 $368K <0.01% -111 Timeline FTQI 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: 1,806 shares; 2025Q1: 1,827 shares; 2025Q2: 1,848 shares; 2025Q3: 1,868 shares; 2025Q4: 6,285 shares; 2026Q1: 18,486 shares 18,486 $368K <0.01% +12,201 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,293 shares; 2025Q4: 8,098 shares; 2026Q1: 18,532 shares 18,532 $368K <0.01% +10,434 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,791 shares; 2025Q3: 6,501 shares; 2025Q4: 10,099 shares; 2026Q1: 12,740 shares 12,740 $367K <0.01% +2,641 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares 759 $364K <0.01% new Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,496 shares; 2026Q1: 3,735 shares 3,735 $364K <0.01% -761 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,490 shares; 2025Q1: 2,490 shares; 2025Q2: 2,490 shares; 2025Q3: 10,555 shares; 2025Q4: 9,701 shares; 2026Q1: 7,211 shares 7,211 $363K <0.01% -2,490 Timeline FXN 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: 16,406 shares; 2024Q4: 12,353 shares; 2025Q1: 12,023 shares; 2025Q2: 16,839 shares; 2025Q3: 15,124 shares; 2025Q4: 16,277 shares; 2026Q1: 16,138 shares 16,138 $362K <0.01% -139 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 224,850 shares; 2025Q1: 222,923 shares; 2025Q2: 176,198 shares; 2025Q3: 227,004 shares; 2025Q4: 244,329 shares; 2026Q1: 6,854 shares 6,854 $361K <0.01% -237,475 Timeline GJUL 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: 4,675 shares; 2025Q1: 3,389 shares; 2025Q2: 175 shares; 2025Q3: 1,502,522 shares; 2025Q4: 17,196 shares; 2026Q1: 8,840 shares 8,840 $360K <0.01% -8,356 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 1,431 shares; 2025Q3: 1,540 shares; 2025Q4: not reported; 2026Q1: 4,088 shares 4,088 $360K <0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 69 shares; 2025Q2: 74 shares; 2025Q3: 78 shares; 2025Q4: 103 shares; 2026Q1: 107 shares 107 $360K <0.01% +4 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,993 shares; 2025Q4: 16,700 shares; 2026Q1: 20,449 shares 20,449 $359K <0.01% +3,749 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: 26,555 shares; 2024Q4: 24,931 shares; 2025Q1: 24,506 shares; 2025Q2: 1,780 shares; 2025Q3: 2,034 shares; 2025Q4: 972 shares; 2026Q1: 987 shares 987 $359K <0.01% +15 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares; 2025Q3: 592 shares; 2025Q4: 594 shares; 2026Q1: 685 shares 685 $358K <0.01% +91 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,558 shares; 2025Q1: 3,949 shares; 2025Q2: 3,991 shares; 2025Q3: 4,254 shares; 2025Q4: 5,587 shares; 2026Q1: 6,103 shares 6,103 $358K <0.01% +516 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,128 shares; 2025Q2: 2,885 shares; 2025Q3: 2,710 shares; 2025Q4: 2,979 shares; 2026Q1: 3,398 shares 3,398 $357K <0.01% +419 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 6,881 shares; 2025Q1: 5,373 shares; 2025Q2: 5,053 shares; 2025Q3: 4,873 shares; 2025Q4: 5,507 shares; 2026Q1: 6,175 shares 6,175 $357K <0.01% +668 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 7,364 shares; 2025Q1: 6,581 shares; 2025Q2: 3,692 shares; 2025Q3: 4,559 shares; 2025Q4: 6,577 shares; 2026Q1: 7,850 shares 7,850 $357K <0.01% +1,273 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,325 shares; 2024Q4: 5,179 shares; 2025Q1: 12,119 shares; 2025Q2: 6,827 shares; 2025Q3: 29,367 shares; 2025Q4: 32,433 shares; 2026Q1: 4,485 shares 4,485 $357K <0.01% -27,948 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,361 shares; 2024Q4: 8,247 shares; 2025Q1: 8,846 shares; 2025Q2: 9,912 shares; 2025Q3: 9,887 shares; 2025Q4: 9,911 shares; 2026Q1: 8,143 shares 8,143 $357K <0.01% -1,768 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,554 shares; 2025Q2: 5,358 shares; 2025Q3: 4,887 shares; 2025Q4: 5,071 shares; 2026Q1: 5,396 shares 5,396 $357K <0.01% +325 Timeline DISV 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: 914 shares; 2025Q1: 914 shares; 2025Q2: not reported; 2025Q3: 1,252 shares; 2025Q4: 1,386 shares; 2026Q1: 9,030 shares 9,030 $356K <0.01% +7,644 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 5,384 shares; 2025Q1: 2,904 shares; 2025Q2: 2,413 shares; 2025Q3: 4,096 shares; 2025Q4: 6,764 shares; 2026Q1: 7,788 shares 7,788 $355K <0.01% +1,024 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,202 shares; 2024Q4: 4,732 shares; 2025Q1: 3,710 shares; 2025Q2: 4,444 shares; 2025Q3: 9,093 shares; 2025Q4: 9,365 shares; 2026Q1: 10,823 shares 10,823 $354K <0.01% +1,458 Timeline STRN TIDAL TRUST I More: the full row for TIDAL TRUST 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: 11,928 shares; 2025Q4: 16,696 shares; 2026Q1: 17,162 shares 17,162 $354K <0.01% +466 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,676 shares; 2025Q1: 7,676 shares; 2025Q2: 7,676 shares; 2025Q3: 7,676 shares; 2025Q4: 10,377 shares; 2026Q1: 10,377 shares 10,377 $352K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 29,747 shares; 2026Q1: 28,099 shares 28,099 $352K <0.01% -1,648 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,835 shares 18,835 $351K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,657 shares; 2024Q4: 1,482 shares; 2025Q1: 1,507 shares; 2025Q2: 1,467 shares; 2025Q3: 1,514 shares; 2025Q4: 1,728 shares; 2026Q1: 2,340 shares 2,340 $351K <0.01% +612 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,076 shares; 2024Q4: 11,016 shares; 2025Q1: 9,265 shares; 2025Q2: 11,288 shares; 2025Q3: 11,376 shares; 2025Q4: 18,496 shares; 2026Q1: 15,152 shares 15,152 $351K <0.01% -3,344 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: 55,274 shares; 2024Q4: 47,930 shares; 2025Q1: 8,952 shares; 2025Q2: 8,198 shares; 2025Q3: 8,077 shares; 2025Q4: 7,937 shares; 2026Q1: 8,350 shares 8,350 $350K <0.01% +413 Timeline XOP 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: 3,148 shares; 2024Q4: 3,639 shares; 2025Q1: 2,787 shares; 2025Q2: 2,617 shares; 2025Q3: 2,245 shares; 2025Q4: 2,149 shares; 2026Q1: 1,920 shares 1,920 $349K <0.01% -229 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,003 shares; 2025Q1: 2,909 shares; 2025Q2: 3,140 shares; 2025Q3: 2,082 shares; 2025Q4: 18,152 shares; 2026Q1: 2,786 shares 2,786 $349K <0.01% -15,366 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: not reported; 2024Q4: 2,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,416 shares; 2026Q1: 1,519 shares 1,519 $347K <0.01% +103 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,484 shares; 2024Q4: 22,477 shares; 2025Q1: 21,964 shares; 2025Q2: 25,119 shares; 2025Q3: 35,693 shares; 2025Q4: 38,155 shares; 2026Q1: 37,066 shares 37,066 $347K <0.01% -1,089 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,681 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,964 shares; 2026Q1: 5,203 shares 5,203 $345K <0.01% -761 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,662 shares; 2026Q1: 1,587 shares 1,587 $344K <0.01% -1,075 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,585 shares; 2025Q3: 1,235 shares; 2025Q4: 1,246 shares; 2026Q1: 1,364 shares 1,364 $343K <0.01% +118 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: not reported; 2024Q4: 3,861 shares; 2025Q1: 4,210 shares; 2025Q2: 4,798 shares; 2025Q3: 6,330 shares; 2025Q4: 7,029 shares; 2026Q1: 8,119 shares 8,119 $343K <0.01% +1,090 Timeline DDWM 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: 12,024 shares; 2024Q4: 8,306 shares; 2025Q1: 6,743 shares; 2025Q2: 6,606 shares; 2025Q3: 9,330 shares; 2025Q4: 8,852 shares; 2026Q1: 7,771 shares 7,771 $343K <0.01% -1,081 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,695 shares; 2025Q1: 26,968 shares; 2025Q2: 21,038 shares; 2025Q3: 16,993 shares; 2025Q4: 14,042 shares; 2026Q1: 15,794 shares 15,794 $343K <0.01% +1,752 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,134 shares; 2025Q1: 3,096 shares; 2025Q2: 3,137 shares; 2025Q3: 4,969 shares; 2025Q4: 8,273 shares; 2026Q1: 5,059 shares 5,059 $342K <0.01% -3,214 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,349 shares 2,349 $342K <0.01% new Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,361 shares; 2026Q1: 5,812 shares 5,812 $341K <0.01% +451 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: 9,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: 1,610 shares; 2025Q4: 1,341 shares; 2026Q1: 1,453 shares 1,453 $339K <0.01% +112 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,538 shares; 2025Q1: 6,103 shares; 2025Q2: 5,884 shares; 2025Q3: 5,433 shares; 2025Q4: 5,401 shares; 2026Q1: 5,229 shares 5,229 $339K <0.01% -172 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,601 shares; 2024Q4: 12,940 shares; 2025Q1: not reported; 2025Q2: 9,409 shares; 2025Q3: 5,663 shares; 2025Q4: 4,945 shares; 2026Q1: 5,235 shares 5,235 $338K <0.01% +290 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 1,857 shares; 2025Q3: 13,041 shares; 2025Q4: 16,951 shares; 2026Q1: 14,126 shares 14,126 $337K <0.01% -2,825 Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,283 shares; 2024Q4: 3,739 shares; 2025Q1: 3,735 shares; 2025Q2: 3,849 shares; 2025Q3: 6,810 shares; 2025Q4: 6,289 shares; 2026Q1: 6,384 shares 6,384 $336K <0.01% +95 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,884 shares; 2025Q1: 4,734 shares; 2025Q2: 4,741 shares; 2025Q3: 5,240 shares; 2025Q4: 5,553 shares; 2026Q1: 3,893 shares 3,893 $335K <0.01% -1,660 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,832 shares; 2024Q4: 14,319 shares; 2025Q1: 13,635 shares; 2025Q2: 13,004 shares; 2025Q3: 10,843 shares; 2025Q4: 8,367 shares; 2026Q1: 8,384 shares 8,384 $334K <0.01% +17 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,446 shares; 2024Q4: 53,481 shares; 2025Q1: 63,868 shares; 2025Q2: 2,133 shares; 2025Q3: 1,631 shares; 2025Q4: 1,172 shares; 2026Q1: 1,117 shares 1,117 $334K <0.01% -55 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,982 shares; 2024Q4: 6,516 shares; 2025Q1: 6,119 shares; 2025Q2: 6,287 shares; 2025Q3: 6,353 shares; 2025Q4: 6,194 shares; 2026Q1: 6,104 shares 6,104 $333K <0.01% -90 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,138 shares 7,138 $333K <0.01% new Timeline CFO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,506 shares; 2026Q1: 4,488 shares 4,488 $333K <0.01% -18 Timeline FRI 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: 75,129 shares; 2024Q4: 75,921 shares; 2025Q1: 78,192 shares; 2025Q2: 84,299 shares; 2025Q3: 85,305 shares; 2025Q4: 94,060 shares; 2026Q1: 11,680 shares 11,680 $332K <0.01% -82,380 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 699 shares 699 $332K <0.01% new Timeline JULM 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: 2,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,897 shares; 2025Q4: 9,897 shares; 2026Q1: 9,837 shares 9,837 $330K <0.01% -60 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 2,535 shares; 2025Q4: 2,807 shares; 2026Q1: 3,515 shares 3,515 $330K <0.01% +708 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,019 shares; 2024Q4: 11,922 shares; 2025Q1: 11,794 shares; 2025Q2: 11,553 shares; 2025Q3: 13,385 shares; 2025Q4: 5,724 shares; 2026Q1: 4,620 shares 4,620 $330K <0.01% -1,104 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,169 shares; 2025Q4: 1,142 shares; 2026Q1: 1,331 shares 1,331 $329K <0.01% +189 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 4,128 shares; 2025Q1: 3,973 shares; 2025Q2: 3,779 shares; 2025Q3: 3,760 shares; 2025Q4: 3,786 shares; 2026Q1: 3,753 shares 3,753 $329K <0.01% -33 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,614 shares; 2025Q4: not reported; 2026Q1: 1,904 shares 1,904 $328K <0.01% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,815 shares; 2025Q2: 1,710 shares; 2025Q3: 2,624 shares; 2025Q4: 1,094 shares; 2026Q1: 1,076 shares 1,076 $327K <0.01% -18 Timeline FAPR 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: 23,767 shares; 2024Q4: 18,954 shares; 2025Q1: 15,265 shares; 2025Q2: 8,018 shares; 2025Q3: 7,328 shares; 2025Q4: 7,278 shares; 2026Q1: 7,280 shares 7,280 $327K <0.01% +2 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 3,296 shares; 2025Q4: 4,222 shares; 2026Q1: 4,551 shares 4,551 $327K <0.01% +329 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,164 shares; 2025Q2: 1,171 shares; 2025Q3: 1,674 shares; 2025Q4: 2,665 shares; 2026Q1: 2,902 shares 2,902 $326K <0.01% +237 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 788 shares; 2025Q1: 682 shares; 2025Q2: 3,438 shares; 2025Q3: 5,842 shares; 2025Q4: 7,544 shares; 2026Q1: 9,283 shares 9,283 $325K <0.01% +1,739 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 1,336 shares; 2026Q1: 1,839 shares 1,839 $325K <0.01% +503 Timeline EFAV 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: 2,749 shares; 2025Q1: 41,498 shares; 2025Q2: 3,029 shares; 2025Q3: 2,657 shares; 2025Q4: 3,530 shares; 2026Q1: 3,557 shares 3,557 $325K <0.01% +27 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: 25,681 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,104 shares 15,104 $324K <0.01% new Timeline ICOP 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: 6,730 shares 6,730 $320K <0.01% new Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,200 shares; 2025Q1: 4,328 shares; 2025Q2: 4,776 shares; 2025Q3: 6,159 shares; 2025Q4: 7,535 shares; 2026Q1: 7,627 shares 7,627 $320K <0.01% +92 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,792 shares; 2024Q4: 9,102 shares; 2025Q1: 6,993 shares; 2025Q2: 6,395 shares; 2025Q3: 8,578 shares; 2025Q4: 8,980 shares; 2026Q1: 9,699 shares 9,699 $320K <0.01% +719 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,275 shares; 2024Q4: 16,169 shares; 2025Q1: 15,234 shares; 2025Q2: 15,404 shares; 2025Q3: 15,270 shares; 2025Q4: 8,676 shares; 2026Q1: 8,671 shares 8,671 $319K <0.01% -5 Timeline JHHY JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 12,592 shares 12,592 $319K <0.01% +12,195 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,871 shares; 2026Q1: 6,891 shares 6,891 $318K <0.01% -10,980 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,636 shares; 2024Q4: 6,887 shares; 2025Q1: 8,046 shares; 2025Q2: 7,963 shares; 2025Q3: 8,063 shares; 2025Q4: 7,946 shares; 2026Q1: 7,997 shares 7,997 $318K <0.01% +51 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,272 shares; 2024Q4: 4,139 shares; 2025Q1: 3,998 shares; 2025Q2: 3,759 shares; 2025Q3: 6,974 shares; 2025Q4: 6,581 shares; 2026Q1: 6,386 shares 6,386 $317K <0.01% -195 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,670 shares; 2024Q4: 50,602 shares; 2025Q1: 13,263 shares; 2025Q2: 6,593 shares; 2025Q3: 21,368 shares; 2025Q4: 15,533 shares; 2026Q1: 10,528 shares 10,528 $317K <0.01% -5,005 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,425 shares; 2024Q4: 54,061 shares; 2025Q1: 58,277 shares; 2025Q2: 43,796 shares; 2025Q3: 41,943 shares; 2025Q4: 36,857 shares; 2026Q1: 12,322 shares 12,322 $316K <0.01% -24,535 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,930 shares; 2025Q1: 11,419 shares; 2025Q2: 22,180 shares; 2025Q3: 20,133 shares; 2025Q4: 30,945 shares; 2026Q1: 33,968 shares 33,968 $316K <0.01% +3,023 Timeline DDTO 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: not reported; 2025Q4: not reported; 2026Q1: 14,869 shares 14,869 $315K <0.01% new 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: 455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,103 shares; 2025Q4: 10,087 shares; 2026Q1: 15,694 shares 15,694 $315K <0.01% +5,607 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 9,745 shares; 2025Q1: 9,453 shares; 2025Q2: 9,386 shares; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 3,805 shares 3,805 $315K <0.01% +2,178 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,520 shares; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: 3,572 shares; 2025Q4: 4,523 shares; 2026Q1: 5,513 shares 5,513 $314K <0.01% +990 Timeline KDEC 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: 4,027 shares; 2025Q1: 4,827 shares; 2025Q2: 4,827 shares; 2025Q3: 4,827 shares; 2025Q4: 45,099 shares; 2026Q1: 12,208 shares 12,208 $314K <0.01% -32,891 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,746 shares; 2025Q1: 1,591 shares; 2025Q2: 1,432 shares; 2025Q3: 1,382 shares; 2025Q4: 1,599 shares; 2026Q1: 3,819 shares 3,819 $311K <0.01% +2,220 Timeline FMTL 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: 2,682 shares; 2026Q1: 9,285 shares 9,285 $311K <0.01% +6,603 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: 10,836 shares; 2024Q4: 9,990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,887 shares; 2025Q4: 15,442 shares; 2026Q1: 16,607 shares 16,607 $311K <0.01% +1,165 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: 10,393 shares; 2025Q3: 12,912 shares; 2025Q4: 12,773 shares; 2026Q1: 14,279 shares 14,279 $309K <0.01% +1,506 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: 5,692 shares; 2025Q1: 4,972 shares; 2025Q2: 3,421 shares; 2025Q3: 3,219 shares; 2025Q4: 2,998 shares; 2026Q1: 2,987 shares 2,987 $309K <0.01% -11 Timeline UCON 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: 32,453 shares; 2024Q4: 35,672 shares; 2025Q1: 5,925 shares; 2025Q2: 4,058 shares; 2025Q3: 5,200 shares; 2025Q4: 11,041 shares; 2026Q1: 12,452 shares 12,452 $308K <0.01% +1,411 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,790 shares; 2025Q1: 13,532 shares; 2025Q2: 13,471 shares; 2025Q3: 9,543 shares; 2025Q4: 10,113 shares; 2026Q1: 11,216 shares 11,216 $308K <0.01% +1,103 Timeline AOCT 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: 83,790 shares; 2025Q1: 94,906 shares; 2025Q2: 109,641 shares; 2025Q3: 11,960 shares; 2025Q4: 11,960 shares; 2026Q1: 11,640 shares 11,640 $308K <0.01% -320 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: 8,523 shares; 2024Q4: 4,658 shares; 2025Q1: 4,531 shares; 2025Q2: 4,307 shares; 2025Q3: 6,562 shares; 2025Q4: 6,437 shares; 2026Q1: 6,300 shares 6,300 $308K <0.01% -137 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,202 shares; 2025Q1: 3,255 shares; 2025Q2: 3,456 shares; 2025Q3: 3,456 shares; 2025Q4: 4,407 shares; 2026Q1: 4,392 shares 4,392 $307K <0.01% -15 Timeline FSMB 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: 3,205 shares; 2025Q1: 11,910 shares; 2025Q2: 16,550 shares; 2025Q3: 16,950 shares; 2025Q4: 18,420 shares; 2026Q1: 15,375 shares 15,375 $307K <0.01% -3,045 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,148 shares; 2025Q1: 2,011 shares; 2025Q2: 1,601 shares; 2025Q3: 1,398 shares; 2025Q4: 1,516 shares; 2026Q1: 1,812 shares 1,812 $306K <0.01% +296 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: not reported; 2025Q4: not reported; 2026Q1: 15,530 shares 15,530 $306K <0.01% new 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: not reported; 2024Q4: 1,590 shares; 2025Q1: 1,731 shares; 2025Q2: not reported; 2025Q3: 1,462 shares; 2025Q4: 1,714 shares; 2026Q1: 1,667 shares 1,667 $306K <0.01% -47 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,305 shares; 2025Q1: 6,629 shares; 2025Q2: 2,887 shares; 2025Q3: 4,816 shares; 2025Q4: 4,959 shares; 2026Q1: 6,612 shares 6,612 $306K <0.01% +1,653 Timeline CWI 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: 67 shares; 2025Q1: 4,353 shares; 2025Q2: 2,901 shares; 2025Q3: 3,986 shares; 2025Q4: 6,804 shares; 2026Q1: 8,352 shares 8,352 $306K <0.01% +1,548 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,351 shares 2,351 $305K <0.01% new Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,888 shares 2,888 $304K <0.01% new Timeline CAMT CAMTEK LTD More: the full row for CAMTEK 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: 2,001 shares; 2025Q4: 2,013 shares; 2026Q1: 2,001 shares 2,001 $303K <0.01% -12 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 968 shares; 2025Q3: 1,781 shares; 2025Q4: 1,750 shares; 2026Q1: 2,020 shares 2,020 $303K <0.01% +270 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,200 shares; 2024Q4: 14,064 shares; 2025Q1: 6,162 shares; 2025Q2: 3,086 shares; 2025Q3: 23,665 shares; 2025Q4: 11,928 shares; 2026Q1: 7,159 shares 7,159 $303K <0.01% -4,769 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,984 shares; 2025Q2: 29,012 shares; 2025Q3: 28,329 shares; 2025Q4: 31,338 shares; 2026Q1: 18,346 shares 18,346 $302K <0.01% -12,992 Timeline GJUN 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: 2,606,393 shares; 2024Q4: 25,015 shares; 2025Q1: 16,188 shares; 2025Q2: 10,378 shares; 2025Q3: 8,885 shares; 2025Q4: 7,718 shares; 2026Q1: 7,648 shares 7,648 $301K <0.01% -70 Timeline SGVT 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: not reported; 2025Q4: not reported; 2026Q1: 2,969 shares 2,969 $299K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,314 shares; 2025Q1: 2,937 shares; 2025Q2: 2,194 shares; 2025Q3: 2,016 shares; 2025Q4: 2,079 shares; 2026Q1: 1,509 shares 1,509 $299K <0.01% -570 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,292 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,888 shares; 2025Q4: 6,970 shares; 2026Q1: 8,056 shares 8,056 $298K <0.01% +1,086 Timeline WTRE 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: 24,923 shares; 2024Q4: 25,156 shares; 2025Q1: 23,379 shares; 2025Q2: 22,157 shares; 2025Q3: 15,598 shares; 2025Q4: 14,678 shares; 2026Q1: 13,754 shares 13,754 $298K <0.01% -924 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 6,146 shares 6,146 $298K <0.01% new Timeline ESGD 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: 166 shares; 2025Q1: 580 shares; 2025Q2: 899 shares; 2025Q3: 1,410 shares; 2025Q4: 2,393 shares; 2026Q1: 3,109 shares 3,109 $297K <0.01% +716 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,228 shares; 2025Q1: 1,026 shares; 2025Q2: 1,823 shares; 2025Q3: 1,933 shares; 2025Q4: 1,373 shares; 2026Q1: 6,129 shares 6,129 $297K <0.01% +4,756 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 11,252 shares; 2025Q1: 10,707 shares; 2025Q2: 10,036 shares; 2025Q3: 9,261 shares; 2025Q4: 10,060 shares; 2026Q1: 9,967 shares 9,967 $296K <0.01% -93 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772 shares; 2024Q4: 4,486 shares; 2025Q1: 4,555 shares; 2025Q2: 4,482 shares; 2025Q3: 4,930 shares; 2025Q4: 5,982 shares; 2026Q1: 6,518 shares 6,518 $295K <0.01% +536 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,673 shares; 2025Q4: 3,535 shares; 2026Q1: 4,052 shares 4,052 $295K <0.01% +517 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: not reported; 2024Q4: not reported; 2025Q1: 23,116 shares; 2025Q2: 20,973 shares; 2025Q3: 25,453 shares; 2025Q4: 24,188 shares; 2026Q1: 42,423 shares 42,423 $295K <0.01% +18,235 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,163 shares; 2025Q4: 1,163 shares; 2026Q1: 4,690 shares 4,690 $295K <0.01% +3,527 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,986 shares; 2024Q4: 6,715 shares; 2025Q1: 6,819 shares; 2025Q2: 7,145 shares; 2025Q3: 6,647 shares; 2025Q4: 6,542 shares; 2026Q1: 6,006 shares 6,006 $294K <0.01% -536 Timeline EBND 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: 15,828 shares; 2024Q4: 19,053 shares; 2025Q1: 12,220 shares; 2025Q2: 12,181 shares; 2025Q3: 12,656 shares; 2025Q4: 14,201 shares; 2026Q1: 14,216 shares 14,216 $293K <0.01% +15 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,860 shares 8,860 $293K <0.01% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,352 shares; 2025Q1: 5,328 shares; 2025Q2: 5,328 shares; 2025Q3: 6,024 shares; 2025Q4: 6,040 shares; 2026Q1: 6,073 shares 6,073 $292K <0.01% +33 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: 220 shares; 2025Q4: 343 shares; 2026Q1: 252 shares 252 $292K <0.01% -91 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,710 shares; 2025Q1: 5,928 shares; 2025Q2: 5,440 shares; 2025Q3: 5,601 shares; 2025Q4: 6,052 shares; 2026Q1: 7,370 shares 7,370 $291K <0.01% +1,318 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: 858 shares; 2025Q1: 805 shares; 2025Q2: 1,023 shares; 2025Q3: 6,746 shares; 2025Q4: 19,224 shares; 2026Q1: 5,722 shares 5,722 $291K <0.01% -13,502 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 5,690 shares; 2025Q1: 5,358 shares; 2025Q2: 4,571 shares; 2025Q3: 4,173 shares; 2025Q4: 5,054 shares; 2026Q1: 4,448 shares 4,448 $290K <0.01% -606 Timeline TIPX 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: 11,211 shares; 2024Q4: 12,487 shares; 2025Q1: 13,501 shares; 2025Q2: 13,759 shares; 2025Q3: 12,859 shares; 2025Q4: 14,047 shares; 2026Q1: 15,132 shares 15,132 $290K <0.01% +1,085 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,352 shares; 2024Q4: 10,399 shares; 2025Q1: 13,761 shares; 2025Q2: 9,445 shares; 2025Q3: 9,421 shares; 2025Q4: 9,841 shares; 2026Q1: 7,482 shares 7,482 $289K <0.01% -2,359 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,404 shares; 2024Q4: not reported; 2025Q1: 9,972 shares; 2025Q2: 9,121 shares; 2025Q3: 8,418 shares; 2025Q4: 8,266 shares; 2026Q1: 9,599 shares 9,599 $289K <0.01% +1,333 Timeline DSI 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: 2,894 shares; 2024Q4: 2,833 shares; 2025Q1: 16,763 shares; 2025Q2: 2,420 shares; 2025Q3: 2,254 shares; 2025Q4: 3,128 shares; 2026Q1: 2,382 shares 2,382 $289K <0.01% -746 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,886 shares; 2024Q4: 20,980 shares; 2025Q1: 19,583 shares; 2025Q2: 16,385 shares; 2025Q3: 20,002 shares; 2025Q4: 22,609 shares; 2026Q1: 25,758 shares 25,758 $288K <0.01% +3,149 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,215 shares; 2026Q1: 15,312 shares 15,312 $287K <0.01% -90,903 Timeline XOCT 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: 5,583 shares; 2025Q1: 5,843 shares; 2025Q2: 6,103 shares; 2025Q3: 6,973 shares; 2025Q4: 7,342 shares; 2026Q1: 7,711 shares 7,711 $287K <0.01% +369 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,919 shares; 2024Q4: 8,591 shares; 2025Q1: 6,474 shares; 2025Q2: 7,505 shares; 2025Q3: 7,418 shares; 2025Q4: 8,684 shares; 2026Q1: 7,157 shares 7,157 $287K <0.01% -1,527 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142 shares 1,142 $286K <0.01% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 13,138 shares; 2025Q1: 28,690 shares; 2025Q2: 29,730 shares; 2025Q3: 23,426 shares; 2025Q4: 29,181 shares; 2026Q1: 10,855 shares 10,855 $286K <0.01% -18,326 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,705 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,669 shares; 2026Q1: 3,731 shares 3,731 $285K <0.01% +62 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING 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: 8,008 shares 8,008 $284K <0.01% new Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,396 shares; 2026Q1: 4,305 shares 4,305 $284K <0.01% +909 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,920 shares; 2024Q4: 2,577 shares; 2025Q1: 4,161 shares; 2025Q2: 2,407 shares; 2025Q3: 2,506 shares; 2025Q4: 3,209 shares; 2026Q1: 2,676 shares 2,676 $284K <0.01% -533 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,165 shares; 2024Q4: 5,281 shares; 2025Q1: 2,991 shares; 2025Q2: 3,530 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,768 shares 2,768 $283K <0.01% new Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 11,008 shares; 2025Q3: 8,258 shares; 2025Q4: not reported; 2026Q1: 5,772 shares 5,772 $283K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,383 shares 2,383 $281K <0.01% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,379 shares; 2025Q1: 4,888 shares; 2025Q2: 4,265 shares; 2025Q3: 5,043 shares; 2025Q4: 5,827 shares; 2026Q1: 6,570 shares 6,570 $281K <0.01% +743 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 2,994 shares 2,994 $280K <0.01% new Timeline PVAL 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: 4,987 shares; 2026Q1: 6,023 shares 6,023 $279K <0.01% +1,036 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,475 shares; 2025Q3: 1,491 shares; 2025Q4: 1,924 shares; 2026Q1: 1,767 shares 1,767 $279K <0.01% -157 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: 6,852 shares; 2024Q4: 6,985 shares; 2025Q1: 6,408 shares; 2025Q2: 6,351 shares; 2025Q3: 5,926 shares; 2025Q4: 4,868 shares; 2026Q1: 4,505 shares 4,505 $279K <0.01% -363 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,109 shares; 2025Q3: 5,137 shares; 2025Q4: 5,238 shares; 2026Q1: 4,144 shares 4,144 $278K <0.01% -1,094 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,671 shares; 2025Q4: not reported; 2026Q1: 4,005 shares 4,005 $277K <0.01% new Timeline FJUN 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: 18,462 shares; 2024Q4: 18,505 shares; 2025Q1: 14,245 shares; 2025Q2: 5,046 shares; 2025Q3: 4,906 shares; 2025Q4: 4,902 shares; 2026Q1: 4,902 shares 4,902 $277K <0.01% 0 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,650 shares 5,650 $277K <0.01% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,080 shares; 2025Q1: 2,557 shares; 2025Q2: 1,866 shares; 2025Q3: 1,854 shares; 2025Q4: 1,844 shares; 2026Q1: 5,190 shares 5,190 $277K <0.01% +3,346 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 12,752 shares; 2026Q1: 13,238 shares 13,238 $276K <0.01% +486 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: 14 shares; 2025Q1: 14 shares; 2025Q2: 428 shares; 2025Q3: 9,238 shares; 2025Q4: 8,920 shares; 2026Q1: 4,052 shares 4,052 $276K <0.01% -4,868 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: 2,297 shares; 2025Q2: 3,546 shares; 2025Q3: 5,863 shares; 2025Q4: 7,353 shares; 2026Q1: 7,591 shares 7,591 $275K <0.01% +238 Timeline MMTM 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: not reported; 2025Q4: 559 shares; 2026Q1: 983 shares 983 $275K <0.01% +424 Timeline UFOX 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: 4,429 shares; 2025Q1: 3,996 shares; 2025Q2: 3,999 shares; 2025Q3: 3,741 shares; 2025Q4: 3,443 shares; 2026Q1: 4,038 shares 4,038 $275K <0.01% +595 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 962 shares; 2025Q4: 1,038 shares; 2026Q1: 1,187 shares 1,187 $275K <0.01% +149 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,041 shares; 2025Q1: 1,239 shares; 2025Q2: 1,485 shares; 2025Q3: 1,444 shares; 2025Q4: 1,415 shares; 2026Q1: 1,688 shares 1,688 $274K <0.01% +273 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,728 shares; 2026Q1: 8,793 shares 8,793 $274K <0.01% +65 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 2,757 shares; 2025Q1: 2,414 shares; 2025Q2: 2,213 shares; 2025Q3: 2,120 shares; 2025Q4: 1,996 shares; 2026Q1: 508 shares 508 $274K <0.01% -1,488 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 4,517 shares; 2025Q1: 5,193 shares; 2025Q2: 3,853 shares; 2025Q3: 4,742 shares; 2025Q4: 5,537 shares; 2026Q1: 5,139 shares 5,139 $274K <0.01% -398 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 584 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 917 shares 917 $273K <0.01% new 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: 7,849 shares; 2024Q4: 9,461 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,371 shares 4,371 $273K <0.01% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,345 shares; 2025Q1: 1,720 shares; 2025Q2: 1,784 shares; 2025Q3: 1,785 shares; 2025Q4: 2,010 shares; 2026Q1: 6,420 shares 6,420 $272K <0.01% +4,410 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 5,622 shares; 2025Q1: 3,903 shares; 2025Q2: 3,431 shares; 2025Q3: 3,406 shares; 2025Q4: 3,465 shares; 2026Q1: 3,985 shares 3,985 $272K <0.01% +520 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: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 2,916 shares; 2025Q3: 3,294 shares; 2025Q4: 2,907 shares; 2026Q1: 3,390 shares 3,390 $272K <0.01% +483 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,570 shares; 2026Q1: 1,678 shares 1,678 $271K <0.01% +108 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,238 shares 7,238 $271K <0.01% new Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to 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: 10,954 shares; 2026Q1: 12,637 shares 12,637 $271K <0.01% +1,683 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 4,084 shares; 2025Q1: 5,876 shares; 2025Q2: 5,716 shares; 2025Q3: 6,196 shares; 2025Q4: 6,196 shares; 2026Q1: 6,469 shares 6,469 $270K <0.01% +273 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,769 shares; 2026Q1: 5,053 shares 5,053 $270K <0.01% +284 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: not reported; 2025Q4: not reported; 2026Q1: 5,576 shares 5,576 $270K <0.01% new Timeline DCOR 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: 467 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 2,107 shares; 2026Q1: 3,740 shares 3,740 $270K <0.01% +1,633 Timeline STE STERIS PLC More: the full row for STERIS 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: 4,096 shares; 2026Q1: 1,219 shares 1,219 $270K <0.01% -2,877 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: 7,966 shares; 2025Q4: 21,136 shares; 2026Q1: 17,029 shares 17,029 $270K <0.01% -4,107 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,874 shares; 2025Q1: 6,009 shares; 2025Q2: 7,735 shares; 2025Q3: 5,961 shares; 2025Q4: 6,553 shares; 2026Q1: 5,667 shares 5,667 $269K <0.01% -886 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 572 shares; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 573 shares; 2026Q1: 579 shares 579 $269K <0.01% +6 Timeline GFEB 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: 7,004 shares; 2024Q4: 6,663 shares; 2025Q1: 16,630 shares; 2025Q2: 5,408 shares; 2025Q3: 5,129 shares; 2025Q4: 5,348 shares; 2026Q1: 6,526 shares 6,526 $268K <0.01% +1,178 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 5,253 shares; 2025Q1: 3,223 shares; 2025Q2: 3,652 shares; 2025Q3: 3,600 shares; 2025Q4: 4,133 shares; 2026Q1: 3,561 shares 3,561 $268K <0.01% -572 Timeline ACWI 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: 734 shares; 2025Q1: 715 shares; 2025Q2: 715 shares; 2025Q3: 857 shares; 2025Q4: 1,107 shares; 2026Q1: 1,931 shares 1,931 $267K <0.01% +824 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME 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: not reported; 2025Q4: 9,183 shares; 2026Q1: 9,881 shares 9,881 $266K <0.01% +698 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 138,114 shares; 2025Q2: not reported; 2025Q3: 41,273 shares; 2025Q4: 4,524 shares; 2026Q1: 6,549 shares 6,549 $266K <0.01% +2,025 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: not reported; 2024Q4: 2,863 shares; 2025Q1: 3,624 shares; 2025Q2: 4,592 shares; 2025Q3: 5,213 shares; 2025Q4: 6,000 shares; 2026Q1: 6,067 shares 6,067 $265K <0.01% +67 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,010 shares; 2026Q1: 650 shares 650 $265K <0.01% -360 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG 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: 10,587 shares; 2025Q4: 11,841 shares; 2026Q1: 7,733 shares 7,733 $264K <0.01% -4,108 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,675 shares; 2024Q4: 14,702 shares; 2025Q1: 14,575 shares; 2025Q2: 1,611 shares; 2025Q3: 1,722 shares; 2025Q4: 1,310 shares; 2026Q1: 1,464 shares 1,464 $264K <0.01% +154 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,720 shares; 2026Q1: 6,128 shares 6,128 $263K <0.01% +408 Timeline TECB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,709 shares; 2024Q4: 14,505 shares; 2025Q1: 5,504 shares; 2025Q2: 3,971 shares; 2025Q3: 4,130 shares; 2025Q4: 4,494 shares; 2026Q1: 4,729 shares 4,729 $262K <0.01% +235 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: not reported; 2025Q1: not reported; 2025Q2: 9,154 shares; 2025Q3: 12,676 shares; 2025Q4: 13,365 shares; 2026Q1: 12,636 shares 12,636 $262K <0.01% -729 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,204 shares 6,204 $261K <0.01% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,597 shares; 2025Q2: 10,917 shares; 2025Q3: 11,022 shares; 2025Q4: 10,983 shares; 2026Q1: 10,806 shares 10,806 $260K <0.01% -177 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,356 shares; 2025Q4: 1,391 shares; 2026Q1: 1,281 shares 1,281 $260K <0.01% -110 Timeline HEQT 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: 9,969 shares; 2025Q1: 8,468 shares; 2025Q2: 6,727 shares; 2025Q3: 6,662 shares; 2025Q4: 5,932 shares; 2026Q1: 8,230 shares 8,230 $259K <0.01% +2,298 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,573 shares; 2025Q2: 1,493 shares; 2025Q3: 1,714 shares; 2025Q4: not reported; 2026Q1: 1,253 shares 1,253 $259K <0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,049 shares; 2025Q1: 10,620 shares; 2025Q2: 10,199 shares; 2025Q3: 22,721 shares; 2025Q4: 117,070 shares; 2026Q1: 23,891 shares 23,891 $259K <0.01% -93,179 Timeline DDTS 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: not reported; 2025Q4: not reported; 2026Q1: 12,294 shares 12,294 $258K <0.01% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,648 shares; 2025Q4: 3,294 shares; 2026Q1: 2,767 shares 2,767 $258K <0.01% -527 Timeline EXPO EXPONENT INC More: the full row for EXPONENT 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: 2,958 shares; 2025Q4: 3,435 shares; 2026Q1: 3,943 shares 3,943 $257K <0.01% +508 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI 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: 13,116 shares 13,116 $257K <0.01% new 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: 3,556 shares; 2025Q3: 3,685 shares; 2025Q4: 3,729 shares; 2026Q1: 3,407 shares 3,407 $257K <0.01% -322 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,781 shares 2,781 $257K <0.01% new Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,378 shares; 2026Q1: 3,458 shares 3,458 $257K <0.01% +80 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares 1,311 $256K <0.01% new Timeline SITM SITIME CORP More: the full row for SITIME 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: 739 shares 739 $255K <0.01% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,380 shares; 2024Q4: 83,151 shares; 2025Q1: 26,782 shares; 2025Q2: 18,217 shares; 2025Q3: 23,705 shares; 2025Q4: 44,368 shares; 2026Q1: 14,863 shares 14,863 $255K <0.01% -29,505 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 857 shares; 2024Q4: 735 shares; 2025Q1: 537 shares; 2025Q2: 600 shares; 2025Q3: 505 shares; 2025Q4: 571 shares; 2026Q1: 524 shares 524 $254K <0.01% -47 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,348 shares; 2026Q1: 6,129 shares 6,129 $254K <0.01% +781 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 864 shares; 2025Q4: not reported; 2026Q1: 1,386 shares 1,386 $254K <0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 4,273 shares; 2025Q3: 4,408 shares; 2025Q4: 4,951 shares; 2026Q1: 4,734 shares 4,734 $253K <0.01% -217 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,867 shares 2,867 $252K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 13,267 shares; 2025Q1: 14,429 shares; 2025Q2: 11,946 shares; 2025Q3: 10,184 shares; 2025Q4: 16,873 shares; 2026Q1: 8,611 shares 8,611 $251K <0.01% -8,262 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,472 shares; 2025Q1: 2,499 shares; 2025Q2: 3,582 shares; 2025Q3: 4,847 shares; 2025Q4: 6,377 shares; 2026Q1: 6,550 shares 6,550 $251K <0.01% +173 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,770 shares; 2024Q4: 45,755 shares; 2025Q1: 40,098 shares; 2025Q2: 33,010 shares; 2025Q3: 33,818 shares; 2025Q4: 43,113 shares; 2026Q1: 56,556 shares 56,556 $250K <0.01% +13,443 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: 2,296 shares; 2024Q4: 2,540 shares; 2025Q1: 2,894 shares; 2025Q2: 1,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares 2,338 $250K <0.01% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,687 shares 9,687 $250K <0.01% new Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT 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: 14,053 shares 14,053 $249K <0.01% new Timeline NDEC 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: 1,543 shares; 2025Q1: 1,351 shares; 2025Q2: 1,351 shares; 2025Q3: 1,351 shares; 2025Q4: 9,515 shares; 2026Q1: 9,235 shares 9,235 $249K <0.01% -280 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,171 shares; 2025Q2: 17,059 shares; 2025Q3: 18,097 shares; 2025Q4: not reported; 2026Q1: 30,496 shares 30,496 $249K <0.01% new Timeline QCJL 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: 4,927 shares; 2025Q4: 9,639 shares; 2026Q1: 10,606 shares 10,606 $248K <0.01% +967 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM 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: 7,130 shares; 2025Q4: 8,527 shares; 2026Q1: 4,239 shares 4,239 $248K <0.01% -4,288 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,179 shares; 2025Q1: 2,618 shares; 2025Q2: 2,385 shares; 2025Q3: 2,403 shares; 2025Q4: 2,423 shares; 2026Q1: 1,015 shares 1,015 $248K <0.01% -1,408 Timeline BWFG BANKWELL FINL GROUP INC More: the full row for BANKWELL FINL 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: not reported; 2025Q4: 4,392 shares; 2026Q1: 5,106 shares 5,106 $248K <0.01% +714 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950,633 shares; 2024Q4: 26,836 shares; 2025Q1: 14,666 shares; 2025Q2: 11,312 shares; 2025Q3: 7,046 shares; 2025Q4: 6,786 shares; 2026Q1: 7,051 shares 7,051 $246K <0.01% +265 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,500 shares; 2024Q4: 67,429 shares; 2025Q1: 64,597 shares; 2025Q2: 48,532 shares; 2025Q3: 26,316 shares; 2025Q4: 10,060 shares; 2026Q1: 9,642 shares 9,642 $246K <0.01% -418 Timeline RISN NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,583 shares; 2025Q3: 1,583 shares; 2025Q4: 7,382 shares; 2026Q1: 8,546 shares 8,546 $245K <0.01% +1,164 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317,059 shares; 2025Q3: 338,848 shares; 2025Q4: 369,652 shares; 2026Q1: 6,142 shares 6,142 $245K <0.01% -363,510 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274 shares; 2025Q2: 934 shares; 2025Q3: 934 shares; 2025Q4: 2,146 shares; 2026Q1: 2,889 shares 2,889 $244K <0.01% +743 Timeline