CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,531 shares; 2025Q1: 3,207 shares; 2025Q2: 2,781 shares; 2025Q3: 2,574 shares; 2025Q4: 2,521 shares; 2026Q1: 3,075 shares 3,075 $244K <0.01% +554 Timeline DDTN 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: 13,001 shares 13,001 $243K <0.01% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,107 shares; 2024Q4: 35,179 shares; 2025Q1: 44,670 shares; 2025Q2: 47,807 shares; 2025Q3: 60,796 shares; 2025Q4: 65,194 shares; 2026Q1: 5,112 shares 5,112 $243K <0.01% -60,082 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,333 shares; 2025Q1: 1,402 shares; 2025Q2: 1,260 shares; 2025Q3: 1,889 shares; 2025Q4: 3,193 shares; 2026Q1: 4,844 shares 4,844 $242K <0.01% +1,651 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 883 shares; 2026Q1: 1,048 shares 1,048 $242K <0.01% +165 Timeline IQDG 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: 11,263 shares; 2024Q4: 11,241 shares; 2025Q1: 8,633 shares; 2025Q2: 6,381 shares; 2025Q3: 6,182 shares; 2025Q4: 7,246 shares; 2026Q1: 6,019 shares 6,019 $242K <0.01% -1,227 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,635 shares; 2025Q3: 6,602 shares; 2025Q4: 7,738 shares; 2026Q1: 8,833 shares 8,833 $241K <0.01% +1,095 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,318 shares; 2026Q1: 5,861 shares 5,861 $241K <0.01% +543 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,240 shares 9,240 $241K <0.01% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,074 shares; 2025Q1: 1,091 shares; 2025Q2: 995 shares; 2025Q3: 1,139 shares; 2025Q4: 1,202 shares; 2026Q1: 1,579 shares 1,579 $241K <0.01% +377 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,430 shares; 2025Q4: 6,627 shares; 2026Q1: 5,897 shares 5,897 $241K <0.01% -730 Timeline FEBW 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: 28,854 shares; 2024Q4: 7,804 shares; 2025Q1: 7,165 shares; 2025Q2: 8,299 shares; 2025Q3: 6,279 shares; 2025Q4: 5,627 shares; 2026Q1: 7,176 shares 7,176 $240K <0.01% +1,549 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 671 shares; 2025Q4: 684 shares; 2026Q1: 684 shares 684 $240K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 2,978 shares; 2025Q1: 3,412 shares; 2025Q2: 3,845 shares; 2025Q3: 2,949 shares; 2025Q4: 2,795 shares; 2026Q1: 3,115 shares 3,115 $240K <0.01% +320 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,928 shares; 2025Q2: 2,766 shares; 2025Q3: 2,701 shares; 2025Q4: 2,371 shares; 2026Q1: 2,497 shares 2,497 $240K <0.01% +126 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,705 shares 1,705 $238K <0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,160 shares 14,160 $238K <0.01% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 82 shares; 2025Q2: 73 shares; 2025Q3: 371 shares; 2025Q4: 1,426 shares; 2026Q1: 4,654 shares 4,654 $237K <0.01% +3,228 Timeline AVNS AVANOS MED INC More: the full row for AVANOS MED 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: 12,842 shares; 2025Q4: 14,861 shares; 2026Q1: 16,924 shares 16,924 $237K <0.01% +2,063 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,809 shares; 2024Q4: 3,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: not reported; 2026Q1: 1,244 shares 1,244 $237K <0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,703 shares; 2026Q1: 4,058 shares 4,058 $237K <0.01% +355 Timeline RBKB RHINEBECK BANCORP INC More: the full row for RHINEBECK BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,946 shares; 2025Q4: 13,026 shares; 2026Q1: 15,188 shares 15,188 $234K <0.01% +2,162 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS 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: 1,219 shares 1,219 $234K <0.01% new Timeline IAUG 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: 8,154 shares; 2024Q4: 8,154 shares; 2025Q1: 8,154 shares; 2025Q2: 8,154 shares; 2025Q3: 8,154 shares; 2025Q4: 8,154 shares; 2026Q1: 8,154 shares 8,154 $234K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 10,674 shares; 2025Q3: 15,427 shares; 2025Q4: 37,460 shares; 2026Q1: 45,031 shares 45,031 $233K <0.01% +7,571 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,228 shares; 2024Q4: 5,289 shares; 2025Q1: 5,223 shares; 2025Q2: 4,916 shares; 2025Q3: 4,710 shares; 2025Q4: 4,333 shares; 2026Q1: 4,695 shares 4,695 $232K <0.01% +362 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH 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: 19,477 shares 19,477 $232K <0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,366 shares; 2025Q1: 4,370 shares; 2025Q2: 4,319 shares; 2025Q3: 4,082 shares; 2025Q4: 11,514 shares; 2026Q1: 5,923 shares 5,923 $232K <0.01% -5,591 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS 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: 14,374 shares 14,374 $231K <0.01% new Timeline BOX BOX INC More: the full row for BOX 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: 6,911 shares; 2025Q4: 7,576 shares; 2026Q1: 9,765 shares 9,765 $231K <0.01% +2,189 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS 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: 3,039 shares 3,039 $230K <0.01% new Timeline DDFO 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: 10,696 shares 10,696 $229K <0.01% new Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,751 shares 1,751 $229K <0.01% new Timeline TQQQ 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: 4,064 shares; 2024Q4: 5,223 shares; 2025Q1: 4,157 shares; 2025Q2: 5,745 shares; 2025Q3: 5,753 shares; 2025Q4: 10,750 shares; 2026Q1: 5,492 shares 5,492 $229K <0.01% -5,258 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,354 shares 9,354 $229K <0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 759 shares; 2026Q1: 785 shares 785 $228K <0.01% +26 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,222 shares; 2025Q3: 39,010 shares; 2025Q4: 38,379 shares; 2026Q1: 3,171 shares 3,171 $228K <0.01% -35,208 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 4,636 shares; 2025Q1: 12,124 shares; 2025Q2: 11,888 shares; 2025Q3: 11,545 shares; 2025Q4: 5,869 shares; 2026Q1: 5,833 shares 5,833 $227K <0.01% -36 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,765 shares 4,765 $227K <0.01% new Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,273 shares; 2024Q4: 66,986 shares; 2025Q1: 37,193 shares; 2025Q2: 49,247 shares; 2025Q3: 2,265 shares; 2025Q4: 2,571 shares; 2026Q1: 2,341 shares 2,341 $227K <0.01% -230 Timeline JUNW 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: 75,733 shares; 2024Q4: 15,472 shares; 2025Q1: 12,905 shares; 2025Q2: 13,976 shares; 2025Q3: 8,501 shares; 2025Q4: 6,770 shares; 2026Q1: 6,797 shares 6,797 $227K <0.01% +27 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,014 shares; 2024Q4: 56,067 shares; 2025Q1: 20,896 shares; 2025Q2: 5,149 shares; 2025Q3: 5,149 shares; 2025Q4: 5,149 shares; 2026Q1: 5,139 shares 5,139 $226K <0.01% -10 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,859 shares; 2026Q1: 1,259 shares 1,259 $225K <0.01% -600 Timeline NFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,844 shares; 2025Q2: 8,066 shares; 2025Q3: 8,066 shares; 2025Q4: 8,066 shares; 2026Q1: 8,216 shares 8,216 $225K <0.01% +150 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,237 shares; 2024Q4: 8,194 shares; 2025Q1: 3,919 shares; 2025Q2: 4,096 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,443 shares 3,443 $225K <0.01% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,909 shares; 2026Q1: 1,379 shares 1,379 $224K <0.01% -2,530 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,668 shares; 2025Q1: 1,750 shares; 2025Q2: 1,192 shares; 2025Q3: 1,164 shares; 2025Q4: 1,636 shares; 2026Q1: 1,568 shares 1,568 $224K <0.01% -68 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,382 shares; 2025Q1: 9,932 shares; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 2,561 shares; 2026Q1: 3,859 shares 3,859 $224K <0.01% +1,298 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,858 shares 8,858 $223K <0.01% new Timeline VEGA 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: 5,404 shares; 2024Q4: 5,445 shares; 2025Q1: 4,607 shares; 2025Q2: 4,627 shares; 2025Q3: 4,586 shares; 2025Q4: 4,587 shares; 2026Q1: 4,604 shares 4,604 $222K <0.01% +17 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,715 shares; 2025Q4: 4,502 shares; 2026Q1: 2,510 shares 2,510 $222K <0.01% -1,992 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,856 shares; 2024Q4: 7,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,921 shares; 2026Q1: 2,801 shares 2,801 $222K <0.01% -120 Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,744 shares; 2026Q1: 6,527 shares 6,527 $221K <0.01% +783 Timeline GNR 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: 1,560 shares; 2025Q1: 838 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 2,093 shares; 2026Q1: 2,964 shares 2,964 $221K <0.01% +871 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,770 shares; 2024Q4: 259 shares; 2025Q1: 277 shares; 2025Q2: 4,932 shares; 2025Q3: 8,543 shares; 2025Q4: 8,060 shares; 2026Q1: 7,697 shares 7,697 $221K <0.01% -363 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,116 shares; 2024Q4: 4,035 shares; 2025Q1: 3,059 shares; 2025Q2: 2,614 shares; 2025Q3: 2,855 shares; 2025Q4: 2,602 shares; 2026Q1: 2,333 shares 2,333 $221K <0.01% -269 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,735 shares; 2024Q4: 41,010 shares; 2025Q1: 28,356 shares; 2025Q2: 25,537 shares; 2025Q3: 15,496 shares; 2025Q4: 15,338 shares; 2026Q1: 14,759 shares 14,759 $220K <0.01% -579 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,766 shares 5,766 $219K <0.01% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,223 shares 2,223 $219K <0.01% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,321 shares 3,321 $218K <0.01% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,245 shares 4,245 $218K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 942 shares; 2026Q1: 1,057 shares 1,057 $218K <0.01% +115 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,959 shares; 2024Q4: 61,783 shares; 2025Q1: 12,252 shares; 2025Q2: 537 shares; 2025Q3: 4,659 shares; 2025Q4: 4,659 shares; 2026Q1: 4,659 shares 4,659 $218K <0.01% 0 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,430 shares; 2025Q1: 3,597 shares; 2025Q2: 3,428 shares; 2025Q3: 5,096 shares; 2025Q4: 6,315 shares; 2026Q1: 6,466 shares 6,466 $218K <0.01% +151 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,480 shares; 2026Q1: 1,261 shares 1,261 $218K <0.01% -219 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,291 shares; 2025Q1: 2,308 shares; 2025Q2: 2,045 shares; 2025Q3: not reported; 2025Q4: 735 shares; 2026Q1: 720 shares 720 $217K <0.01% -15 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,304 shares; 2024Q4: 16,304 shares; 2025Q1: 17,304 shares; 2025Q2: 17,304 shares; 2025Q3: 17,341 shares; 2025Q4: 18,005 shares; 2026Q1: 19,343 shares 19,343 $217K <0.01% +1,338 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 2,326 shares 2,326 $215K <0.01% new Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS 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: not reported; 2025Q4: not reported; 2026Q1: 7,921 shares 7,921 $215K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,941 shares; 2025Q1: 2,866 shares; 2025Q2: 2,884 shares; 2025Q3: 4,485 shares; 2025Q4: 4,551 shares; 2026Q1: 4,036 shares 4,036 $215K <0.01% -515 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares 2,306 $215K <0.01% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: 2,968 shares; 2025Q2: 3,750 shares; 2025Q3: 2,843 shares; 2025Q4: 2,868 shares; 2026Q1: 2,294 shares 2,294 $215K <0.01% -574 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON 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: 2,705 shares 2,705 $215K <0.01% new Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,341 shares 1,341 $212K <0.01% +260 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,722 shares; 2025Q2: 1,641 shares; 2025Q3: 1,652 shares; 2025Q4: 1,052 shares; 2026Q1: 1,120 shares 1,120 $212K <0.01% +68 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY 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: not reported; 2025Q4: not reported; 2026Q1: 3,335 shares 3,335 $212K <0.01% new Timeline NMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,398 shares; 2025Q2: 6,298 shares; 2025Q3: 6,298 shares; 2025Q4: 6,298 shares; 2026Q1: 7,198 shares 7,198 $211K <0.01% +900 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,934 shares; 2025Q2: 6,164 shares; 2025Q3: 6,244 shares; 2025Q4: 6,244 shares; 2026Q1: 6,952 shares 6,952 $211K <0.01% +708 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,989 shares; 2026Q1: 22,522 shares 22,522 $210K <0.01% +11,533 Timeline SIXD 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: 3,539,510 shares; 2024Q4: 2,340,335 shares; 2025Q1: 2,322,794 shares; 2025Q2: 2,291,906 shares; 2025Q3: 11,765 shares; 2025Q4: 8,224 shares; 2026Q1: 7,380 shares 7,380 $209K <0.01% -844 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 425 shares 425 $209K <0.01% new Timeline SSO 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: 4,212 shares; 2026Q1: 3,999 shares 3,999 $207K <0.01% -213 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares 1,617 $207K <0.01% new Timeline XJUN 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: 8,204 shares; 2024Q4: 7,825 shares; 2025Q1: 4,674 shares; 2025Q2: 4,653 shares; 2025Q3: 4,775 shares; 2025Q4: 4,792 shares; 2026Q1: 4,814 shares 4,814 $207K <0.01% +22 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: 777 shares 777 $207K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares 727 $207K <0.01% new Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 389,140 shares; 2025Q1: 370,790 shares; 2025Q2: 448,840 shares; 2025Q3: 482,764 shares; 2025Q4: 501,511 shares; 2026Q1: 7,707 shares 7,707 $206K <0.01% -493,804 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,185 shares; 2025Q4: 2,396 shares; 2026Q1: 2,459 shares 2,459 $206K <0.01% +63 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: not reported; 2026Q1: 653 shares 653 $205K <0.01% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,820 shares; 2024Q4: 5,550 shares; 2025Q1: 4,862 shares; 2025Q2: 3,604 shares; 2025Q3: 3,589 shares; 2025Q4: 2,620 shares; 2026Q1: 2,123 shares 2,123 $205K <0.01% -497 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99 shares; 2026Q1: 107 shares 107 $205K <0.01% +8 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 12,563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,143 shares; 2026Q1: 9,042 shares 9,042 $205K <0.01% -2,101 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM 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: not reported; 2026Q1: 15,137 shares 15,137 $204K <0.01% new Timeline EALT 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: 140 shares; 2025Q2: 488 shares; 2025Q3: 1,016 shares; 2025Q4: 5,816 shares; 2026Q1: 6,073 shares 6,073 $204K <0.01% +257 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,342 shares; 2024Q4: 8,729 shares; 2025Q1: 10,494 shares; 2025Q2: 10,421 shares; 2025Q3: 8,711 shares; 2025Q4: 4,518 shares; 2026Q1: 4,505 shares 4,505 $204K <0.01% -13 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,892 shares; 2025Q1: 2,691 shares; 2025Q2: 2,152 shares; 2025Q3: 1,475 shares; 2025Q4: 1,491 shares; 2026Q1: 1,425 shares 1,425 $203K <0.01% -66 Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,862 shares 6,862 $202K <0.01% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,289 shares; 2026Q1: 8,492 shares 8,492 $202K <0.01% +203 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,232 shares; 2024Q4: 39,922 shares; 2025Q1: 10,201 shares; 2025Q2: 16,527 shares; 2025Q3: 17,162 shares; 2025Q4: 20,355 shares; 2026Q1: 20,076 shares 20,076 $201K <0.01% -279 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,570 shares; 2025Q3: 6,152 shares; 2025Q4: not reported; 2026Q1: 7,157 shares 7,157 $201K <0.01% new Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,347 shares; 2025Q3: 14,221 shares; 2025Q4: 15,030 shares; 2026Q1: 15,502 shares 15,502 $200K <0.01% +472 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,252 shares; 2026Q1: 9,263 shares 9,263 $200K <0.01% +3,011 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,402 shares; 2025Q1: 4,642 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,272 shares 4,272 $199K <0.01% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,091 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 4,590 shares 4,590 $199K <0.01% +4,556 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 644,226 shares; 2025Q1: 610,355 shares; 2025Q2: 633,036 shares; 2025Q3: 946,016 shares; 2025Q4: 990,873 shares; 2026Q1: 7,792 shares 7,792 $199K <0.01% -983,081 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,363 shares; 2025Q1: 1,951 shares; 2025Q2: 111,294 shares; 2025Q3: 73,440 shares; 2025Q4: 89,014 shares; 2026Q1: 1,829 shares 1,829 $198K <0.01% -87,185 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 6,205 shares 6,205 $196K <0.01% +1,210 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,361 shares; 2025Q1: 6,576 shares; 2025Q2: 4,232 shares; 2025Q3: 3,991 shares; 2025Q4: 3,852 shares; 2026Q1: 5,401 shares 5,401 $196K <0.01% +1,549 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,575 shares; 2024Q4: 151,056 shares; 2025Q1: 167,532 shares; 2025Q2: 42,182 shares; 2025Q3: 50,440 shares; 2025Q4: 33,036 shares; 2026Q1: 32,724 shares 32,724 $196K <0.01% -312 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 5,506 shares; 2025Q1: 4,326 shares; 2025Q2: 3,176 shares; 2025Q3: 3,030 shares; 2025Q4: 4,190 shares; 2026Q1: 3,537 shares 3,537 $195K <0.01% -653 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,423 shares; 2025Q1: 3,362 shares; 2025Q2: 2,481 shares; 2025Q3: 2,572 shares; 2025Q4: 3,717 shares; 2026Q1: 4,567 shares 4,567 $194K <0.01% +850 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,631 shares; 2024Q4: 15,049 shares; 2025Q1: 16,841 shares; 2025Q2: 16,667 shares; 2025Q3: 15,684 shares; 2025Q4: 15,473 shares; 2026Q1: 12,823 shares 12,823 $193K <0.01% -2,650 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 755 shares; 2025Q1: 755 shares; 2025Q2: 1,090 shares; 2025Q3: 1,395 shares; 2025Q4: 1,340 shares; 2026Q1: 2,173 shares 2,173 $192K <0.01% +833 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,474 shares; 2024Q4: 21,039 shares; 2025Q1: 18,607 shares; 2025Q2: 16,521 shares; 2025Q3: 27,720 shares; 2025Q4: 27,548 shares; 2026Q1: 27,917 shares 27,917 $192K <0.01% +369 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,115 shares; 2025Q1: 1,196 shares; 2025Q2: 1,030 shares; 2025Q3: 1,507 shares; 2025Q4: 1,439 shares; 2026Q1: 1,325 shares 1,325 $192K <0.01% -114 Timeline ARKF 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: 4,233 shares; 2025Q1: 3,812 shares; 2025Q2: 3,847 shares; 2025Q3: 5,067 shares; 2025Q4: 5,053 shares; 2026Q1: 5,006 shares 5,006 $190K <0.01% -47 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,371 shares; 2024Q4: 5,385 shares; 2025Q1: 4,315 shares; 2025Q2: 4,423 shares; 2025Q3: 5,817 shares; 2025Q4: 6,844 shares; 2026Q1: 3,728 shares 3,728 $189K <0.01% -3,116 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,977 shares; 2024Q4: 16,380 shares; 2025Q1: 2,044 shares; 2025Q2: 61,416 shares; 2025Q3: 22,585 shares; 2025Q4: 2,572 shares; 2026Q1: 1,972 shares 1,972 $188K <0.01% -600 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,657 shares; 2025Q2: 13,341 shares; 2025Q3: 13,510 shares; 2025Q4: 14,566 shares; 2026Q1: 16,137 shares 16,137 $188K <0.01% +1,571 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,401 shares; 2024Q4: 31,091 shares; 2025Q1: 14,196 shares; 2025Q2: 3,270 shares; 2025Q3: 3,535 shares; 2025Q4: 2,846 shares; 2026Q1: 2,332 shares 2,332 $185K <0.01% -514 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,182 shares 12,182 $183K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,341 shares; 2024Q4: not reported; 2025Q1: 10,995 shares; 2025Q2: 18,472 shares; 2025Q3: 13,756 shares; 2025Q4: 15,355 shares; 2026Q1: 16,103 shares 16,103 $182K <0.01% +748 Timeline LRNZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 1,711 shares; 2025Q3: 1,844 shares; 2025Q4: 3,984 shares; 2026Q1: 4,533 shares 4,533 $181K <0.01% +549 Timeline KRE 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: 2,930 shares; 2025Q1: 2,484 shares; 2025Q2: 2,042 shares; 2025Q3: 2,322 shares; 2025Q4: 2,728 shares; 2026Q1: 2,783 shares 2,783 $181K <0.01% +55 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,235 shares; 2024Q4: 13,235 shares; 2025Q1: 13,300 shares; 2025Q2: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares 13,300 $181K <0.01% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,230 shares; 2024Q4: 18,953 shares; 2025Q1: 18,225 shares; 2025Q2: 21,641 shares; 2025Q3: 21,794 shares; 2025Q4: 22,118 shares; 2026Q1: 22,546 shares 22,546 $181K <0.01% +428 Timeline IBHH 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: 450 shares; 2025Q1: 450 shares; 2025Q2: 800 shares; 2025Q3: 7,309 shares; 2025Q4: 9,400 shares; 2026Q1: 7,689 shares 7,689 $180K <0.01% -1,711 Timeline HOS HORNBECK OFFSHORE SERVICES I More: the full row for HORNBECK OFFSHORE SERVICES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,215 shares 18,215 $180K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,076 shares; 2024Q4: 37,600 shares; 2025Q1: 32,148 shares; 2025Q2: 43,913 shares; 2025Q3: 26,161 shares; 2025Q4: 20,796 shares; 2026Q1: 38,886 shares 38,886 $180K <0.01% +18,090 Timeline OCTT 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: 1,721,993 shares; 2025Q1: 1,712,942 shares; 2025Q2: 1,684,704 shares; 2025Q3: 7,546 shares; 2025Q4: 4,925 shares; 2026Q1: 4,252 shares 4,252 $180K <0.01% -673 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,607 shares; 2025Q1: 3,763 shares; 2025Q2: 4,225 shares; 2025Q3: 5,047 shares; 2025Q4: 5,047 shares; 2026Q1: 4,482 shares 4,482 $180K <0.01% -565 Timeline IDV 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: 742 shares; 2025Q1: 1,245 shares; 2025Q2: 1,254 shares; 2025Q3: 2,480 shares; 2025Q4: 7,051 shares; 2026Q1: 4,227 shares 4,227 $180K <0.01% -2,824 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,820 shares; 2024Q4: 2,621 shares; 2025Q1: 2,328 shares; 2025Q2: 2,259 shares; 2025Q3: 2,052 shares; 2025Q4: 1,904 shares; 2026Q1: 3,412 shares 3,412 $179K <0.01% +1,508 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,182 shares; 2025Q1: 3,182 shares; 2025Q2: 3,082 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 3,082 shares 3,082 $179K <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,600 shares; 2026Q1: 21,872 shares 21,872 $178K <0.01% +6,272 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 555 shares; 2025Q1: 4,419 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 3,233 shares; 2026Q1: 6,785 shares 6,785 $178K <0.01% +3,552 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,048 shares; 2025Q1: 4,266 shares; 2025Q2: 3,542 shares; 2025Q3: 3,563 shares; 2025Q4: 5,138 shares; 2026Q1: 5,459 shares 5,459 $177K <0.01% +321 Timeline BFRZ 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: 6,704 shares 6,704 $177K <0.01% new Timeline RWO 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: 7,080 shares; 2024Q4: 7,107 shares; 2025Q1: 6,535 shares; 2025Q2: 5,653 shares; 2025Q3: 4,088 shares; 2025Q4: 4,151 shares; 2026Q1: 3,845 shares 3,845 $176K <0.01% -306 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 678 shares; 2025Q1: 784 shares; 2025Q2: 995 shares; 2025Q3: 1,815 shares; 2025Q4: 1,927 shares; 2026Q1: 1,948 shares 1,948 $176K <0.01% +21 Timeline NODK NI HLDGS INC More: the full row for NI 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: 11,160 shares; 2025Q4: 11,906 shares; 2026Q1: 13,537 shares 13,537 $174K <0.01% +1,631 Timeline APRW 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: 25,292 shares; 2024Q4: 14,674 shares; 2025Q1: 50,022 shares; 2025Q2: 48,087 shares; 2025Q3: 6,828 shares; 2025Q4: 4,919 shares; 2026Q1: 4,913 shares 4,913 $174K <0.01% -6 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 12,845 shares 12,845 $174K <0.01% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 16,073 shares; 2025Q1: 15,973 shares; 2025Q2: 15,973 shares; 2025Q3: 15,965 shares; 2025Q4: 13,965 shares; 2026Q1: 11,965 shares 11,965 $173K <0.01% -2,000 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,471 shares; 2024Q4: 18,137 shares; 2025Q1: 19,323 shares; 2025Q2: 20,391 shares; 2025Q3: 20,196 shares; 2025Q4: 18,311 shares; 2026Q1: 17,213 shares 17,213 $172K <0.01% -1,098 Timeline KJUL 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: 700 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 5,655 shares; 2025Q4: 5,655 shares; 2026Q1: 5,373 shares 5,373 $172K <0.01% -282 Timeline DGRS 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: 678 shares; 2025Q1: 3,948 shares; 2025Q2: 1,026 shares; 2025Q3: 1,041 shares; 2025Q4: 973 shares; 2026Q1: 3,233 shares 3,233 $171K <0.01% +2,260 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 342 shares; 2025Q4: 1,472 shares; 2026Q1: 2,584 shares 2,584 $171K <0.01% +1,112 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38 shares; 2026Q1: 1,358 shares 1,358 $169K <0.01% +1,320 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 329 shares; 2025Q4: 4,091 shares; 2026Q1: 4,091 shares 4,091 $167K <0.01% 0 Timeline SMMU 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: 35,214 shares; 2024Q4: 143 shares; 2025Q1: 141 shares; 2025Q2: 137 shares; 2025Q3: 134 shares; 2025Q4: 1,601 shares; 2026Q1: 3,289 shares 3,289 $166K <0.01% +1,688 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,469 shares; 2026Q1: 6,216 shares 6,216 $164K <0.01% +747 Timeline BOXX 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: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 1,404 shares 1,404 $163K <0.01% +1,249 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 202 shares; 2026Q1: 8,370 shares 8,370 $162K <0.01% +8,168 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9 shares; 2025Q4: 2,832 shares; 2026Q1: 3,156 shares 3,156 $162K <0.01% +324 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,732 shares; 2026Q1: 6,164 shares 6,164 $162K <0.01% +4,432 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT 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: 2,014 shares; 2026Q1: 2,144 shares 2,144 $162K <0.01% +130 Timeline IJAN 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: 825 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 2,515 shares; 2025Q4: 3,723 shares; 2026Q1: 4,432 shares 4,432 $161K <0.01% +709 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR 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: 27,073 shares; 2026Q1: 27,099 shares 27,099 $160K <0.01% +26 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,187 shares 3,187 $160K <0.01% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120 shares; 2025Q1: 142 shares; 2025Q2: 299 shares; 2025Q3: 138 shares; 2025Q4: 245 shares; 2026Q1: 2,385 shares 2,385 $160K <0.01% +2,140 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,195 shares; 2024Q4: 23,953 shares; 2025Q1: not reported; 2025Q2: 38,509 shares; 2025Q3: 37,652 shares; 2025Q4: 40,299 shares; 2026Q1: 18,820 shares 18,820 $159K <0.01% -21,479 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,077 shares; 2025Q2: 1,585 shares; 2025Q3: 1,878 shares; 2025Q4: 2,076 shares; 2026Q1: 2,054 shares 2,054 $159K <0.01% -22 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 583 shares; 2025Q1: 797 shares; 2025Q2: 684 shares; 2025Q3: 507 shares; 2025Q4: 502 shares; 2026Q1: 507 shares 507 $158K <0.01% +5 Timeline DDFN 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: 8,306 shares 8,306 $158K <0.01% new Timeline FTRI 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: 16,587 shares; 2024Q4: 15,215 shares; 2025Q1: 10,283 shares; 2025Q2: 10,077 shares; 2025Q3: 9,542 shares; 2025Q4: 9,291 shares; 2026Q1: 8,766 shares 8,766 $156K <0.01% -525 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA 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: 18,890 shares; 2025Q4: 24,710 shares; 2026Q1: 16,536 shares 16,536 $156K <0.01% -8,174 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,606 shares; 2025Q4: 2,769 shares; 2026Q1: 2,769 shares 2,769 $154K <0.01% 0 Timeline AAPR 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: 3,055 shares; 2025Q1: 3,055 shares; 2025Q2: 4,616 shares; 2025Q3: 4,528 shares; 2025Q4: 5,008 shares; 2026Q1: 5,350 shares 5,350 $154K <0.01% +342 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR 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: 26,244 shares; 2026Q1: 26,425 shares 26,425 $153K <0.01% +181 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,766 shares; 2025Q2: 2,857 shares; 2025Q3: 2,303 shares; 2025Q4: 2,094 shares; 2026Q1: 2,561 shares 2,561 $153K <0.01% +467 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,680 shares; 2025Q1: 5,307 shares; 2025Q2: 4,304 shares; 2025Q3: 5,787 shares; 2025Q4: 6,975 shares; 2026Q1: 7,101 shares 7,101 $153K <0.01% +126 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475 shares; 2025Q3: 1,075 shares; 2025Q4: 2,229 shares; 2026Q1: 3,248 shares 3,248 $151K <0.01% +1,019 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 931 shares; 2025Q1: 844 shares; 2025Q2: 1,027 shares; 2025Q3: 509 shares; 2025Q4: 442 shares; 2026Q1: 949 shares 949 $151K <0.01% +507 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,200 shares; 2024Q4: 107,165 shares; 2025Q1: 111,877 shares; 2025Q2: 118,169 shares; 2025Q3: 2,941 shares; 2025Q4: 3,365 shares; 2026Q1: 6,001 shares 6,001 $150K <0.01% +2,636 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,172 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,277 shares 3,277 $149K <0.01% new Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,989 shares; 2025Q4: 25,836 shares; 2026Q1: 30,962 shares 30,962 $149K <0.01% +5,126 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,426 shares; 2025Q1: 1,254 shares; 2025Q2: 1,461 shares; 2025Q3: 1,377 shares; 2025Q4: 1,526 shares; 2026Q1: 1,754 shares 1,754 $148K <0.01% +228 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,284 shares; 2024Q4: 20,284 shares; 2025Q1: 20,284 shares; 2025Q2: 21,518 shares; 2025Q3: 20,284 shares; 2025Q4: 20,284 shares; 2026Q1: 20,284 shares 20,284 $147K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,360 shares; 2025Q1: 1,348 shares; 2025Q2: 1,278 shares; 2025Q3: 998 shares; 2025Q4: 91,914 shares; 2026Q1: 2,388 shares 2,388 $147K <0.01% -89,526 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,833 shares; 2025Q1: 1,743 shares; 2025Q2: 1,658 shares; 2025Q3: 2,183 shares; 2025Q4: 14,111 shares; 2026Q1: 1,216 shares 1,216 $147K <0.01% -12,895 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,164 shares; 2025Q1: 1,657 shares; 2025Q2: 1,193 shares; 2025Q3: 1,316 shares; 2025Q4: 1,345 shares; 2026Q1: 1,300 shares 1,300 $146K <0.01% -45 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 4,473 shares; 2025Q4: 5,992 shares; 2026Q1: 6,019 shares 6,019 $146K <0.01% +27 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,754 shares; 2025Q4: 3,762 shares; 2026Q1: 6,900 shares 6,900 $146K <0.01% +3,138 Timeline VGK 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: 23,513 shares; 2024Q4: 16,902 shares; 2025Q1: 874 shares; 2025Q2: 1,102 shares; 2025Q3: 1,279 shares; 2025Q4: 1,207 shares; 2026Q1: 1,756 shares 1,756 $145K <0.01% +549 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 248 shares; 2025Q4: 539 shares; 2026Q1: 2,622 shares 2,622 $144K <0.01% +2,083 Timeline IETC 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: 9,446 shares; 2025Q2: 10,959 shares; 2025Q3: 13,752 shares; 2025Q4: 10,596 shares; 2026Q1: 1,623 shares 1,623 $143K <0.01% -8,973 Timeline SEVN SEVEN HILLS REALTY TRUST More: the full row for SEVEN HILLS REALTY 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: 14,115 shares; 2025Q4: 15,779 shares; 2026Q1: 17,432 shares 17,432 $143K <0.01% +1,653 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 21,701 shares; 2025Q1: 19,839 shares; 2025Q2: 18,854 shares; 2025Q3: 1,781 shares; 2025Q4: 2,305 shares; 2026Q1: 2,900 shares 2,900 $143K <0.01% +595 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,643 shares; 2025Q1: 19,616 shares; 2025Q2: 19,593 shares; 2025Q3: 26,960 shares; 2025Q4: 31,746 shares; 2026Q1: 36,583 shares 36,583 $143K <0.01% +4,837 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,544 shares; 2024Q4: 8,394 shares; 2025Q1: 8,691 shares; 2025Q2: 5,672 shares; 2025Q3: 5,983 shares; 2025Q4: 5,933 shares; 2026Q1: 1,304 shares 1,304 $143K <0.01% -4,629 Timeline KFEB 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: 732 shares; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 734 shares; 2026Q1: 5,068 shares 5,068 $142K <0.01% +4,334 Timeline BDN BRANDYWINE RLTY TR More: the full row for BRANDYWINE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,182 shares; 2024Q4: 38,195 shares; 2025Q1: 33,681 shares; 2025Q2: 31,498 shares; 2025Q3: 37,962 shares; 2025Q4: 45,109 shares; 2026Q1: 52,487 shares 52,487 $142K <0.01% +7,378 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,590 shares; 2025Q2: 1,777 shares; 2025Q3: 3,115 shares; 2025Q4: 22,195 shares; 2026Q1: 2,312 shares 2,312 $142K <0.01% -19,883 Timeline QQMG 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: 847 shares; 2025Q1: 869 shares; 2025Q2: 783 shares; 2025Q3: 2,283 shares; 2025Q4: 2,990 shares; 2026Q1: 3,572 shares 3,572 $141K <0.01% +582 Timeline IDEC 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: 4,878 shares; 2026Q1: 4,333 shares 4,333 $141K <0.01% -545 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,695 shares; 2025Q1: 1,701 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 2,810 shares; 2026Q1: 2,895 shares 2,895 $140K <0.01% +85 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,162 shares; 2025Q4: 2,374 shares; 2026Q1: 2,671 shares 2,671 $140K <0.01% +297 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 12,576 shares 12,576 $140K <0.01% new Timeline LOWV AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,885 shares 1,885 $139K <0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,970 shares 29,970 $139K <0.01% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 321 shares; 2025Q1: 322 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 332 shares; 2026Q1: 424 shares 424 $138K <0.01% +92 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,477 shares; 2024Q4: 24,240 shares; 2025Q1: 11,096 shares; 2025Q2: 3,065 shares; 2025Q3: 3,142 shares; 2025Q4: 3,142 shares; 2026Q1: 3,116 shares 3,116 $138K <0.01% -26 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,787 shares 4,787 $138K <0.01% new Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 4,563 shares; 2025Q3: 4,563 shares; 2025Q4: 4,563 shares; 2026Q1: 4,978 shares 4,978 $138K <0.01% +415 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,463 shares; 2025Q1: 1,404 shares; 2025Q2: 1,414 shares; 2025Q3: 1,187 shares; 2025Q4: 1,293 shares; 2026Q1: 1,256 shares 1,256 $137K <0.01% -37 Timeline DTD 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: 1,250 shares; 2025Q1: 1,251 shares; 2025Q2: 1,402 shares; 2025Q3: 1,402 shares; 2025Q4: 1,591 shares; 2026Q1: 1,587 shares 1,587 $137K <0.01% -4 Timeline CLSM 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: 12,782 shares; 2024Q4: 11,270 shares; 2025Q1: 10,500 shares; 2025Q2: 9,999 shares; 2025Q3: 9,923 shares; 2025Q4: 10,673 shares; 2026Q1: 5,866 shares 5,866 $136K <0.01% -4,807 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,014 shares; 2025Q1: 2,010 shares; 2025Q2: 1,756 shares; 2025Q3: 1,762 shares; 2025Q4: 2,299 shares; 2026Q1: 2,425 shares 2,425 $136K <0.01% +126 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 1,852 shares; 2025Q2: 1,964 shares; 2025Q3: 2,622 shares; 2025Q4: 2,763 shares; 2026Q1: 3,000 shares 3,000 $136K <0.01% +237 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,719 shares 11,719 $134K <0.01% new Timeline RGP RESOURCES CONNECTION INC More: the full row for RESOURCES CONNECTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,645 shares; 2025Q2: 41,988 shares; 2025Q3: 30,110 shares; 2025Q4: 31,191 shares; 2026Q1: 35,582 shares 35,582 $133K <0.01% +4,391 Timeline QCAP 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: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 5,520 shares; 2025Q3: 5,520 shares; 2025Q4: 6,020 shares; 2026Q1: 5,520 shares 5,520 $132K <0.01% -500 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,417 shares; 2024Q4: 17,602 shares; 2025Q1: 15,722 shares; 2025Q2: 21,821 shares; 2025Q3: 27,293 shares; 2025Q4: 25,941 shares; 2026Q1: 25,942 shares 25,942 $132K <0.01% +1 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 3,087 shares; 2025Q1: 2,431 shares; 2025Q2: 2,309 shares; 2025Q3: 2,610 shares; 2025Q4: 2,974 shares; 2026Q1: 2,274 shares 2,274 $132K <0.01% -700 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559 shares; 2025Q1: 3,007 shares; 2025Q2: 2,038 shares; 2025Q3: 2,336 shares; 2025Q4: 3,558 shares; 2026Q1: 3,445 shares 3,445 $132K <0.01% -113 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,936 shares; 2025Q1: 3,692 shares; 2025Q2: 2,316 shares; 2025Q3: 3,081 shares; 2025Q4: 3,724 shares; 2026Q1: 3,335 shares 3,335 $131K <0.01% -389 Timeline FSEC FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 1,320 shares; 2026Q1: 2,959 shares 2,959 $130K <0.01% +1,639 Timeline DAPR 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: 55,180 shares; 2024Q4: 24,823 shares; 2025Q1: 12,225 shares; 2025Q2: 3,827 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares 3,260 $130K <0.01% 0 Timeline BUYW 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: 134,799 shares; 2025Q1: 50,220 shares; 2025Q2: 4,760 shares; 2025Q3: 12,043 shares; 2025Q4: 9,958 shares; 2026Q1: 9,205 shares 9,205 $130K <0.01% -753 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,286 shares; 2024Q4: 3,024 shares; 2025Q1: 4,732 shares; 2025Q2: 1,330 shares; 2025Q3: 1,280 shares; 2025Q4: 2,205 shares; 2026Q1: 2,585 shares 2,585 $130K <0.01% +380 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 998 shares; 2025Q1: 406 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 449 shares; 2026Q1: 1,692 shares 1,692 $129K <0.01% +1,243 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,348 shares; 2025Q1: 3,445 shares; 2025Q2: 3,873 shares; 2025Q3: 3,873 shares; 2025Q4: 3,587 shares; 2026Q1: 3,586 shares 3,586 $129K <0.01% -1 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,789 shares; 2025Q1: 5,027 shares; 2025Q2: 5,326 shares; 2025Q3: 4,948 shares; 2025Q4: 5,390 shares; 2026Q1: 2,711 shares 2,711 $129K <0.01% -2,679 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,883 shares; 2025Q4: 19,918 shares; 2026Q1: 23,326 shares 23,326 $128K <0.01% +3,408 Timeline SETM 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: not reported; 2026Q1: 3,876 shares 3,876 $128K <0.01% new Timeline SIXF 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: 258 shares; 2025Q1: 539,957 shares; 2025Q2: 536,642 shares; 2025Q3: 532,851 shares; 2025Q4: 5,439 shares; 2026Q1: 4,072 shares 4,072 $128K <0.01% -1,367 Timeline FENI 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: 1,070 shares; 2025Q1: 2,436 shares; 2025Q2: 1,451 shares; 2025Q3: 2,231 shares; 2025Q4: 2,605 shares; 2026Q1: 3,436 shares 3,436 $128K <0.01% +831 Timeline BULL WEBULL CORP More: the full row for WEBULL 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: 26,586 shares 26,586 $128K <0.01% new Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,138 shares; 2025Q1: 3,398 shares; 2025Q2: 3,238 shares; 2025Q3: 3,271 shares; 2025Q4: 3,446 shares; 2026Q1: 3,647 shares 3,647 $127K <0.01% +201 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,946 shares; 2025Q2: 2,223 shares; 2025Q3: 2,211 shares; 2025Q4: 2,670 shares; 2026Q1: 2,627 shares 2,627 $126K <0.01% -43 Timeline VSGX 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: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 608 shares; 2025Q4: 1,580 shares; 2026Q1: 1,753 shares 1,753 $126K <0.01% +173 Timeline BLES 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: 1,285 shares; 2025Q1: 1,282 shares; 2025Q2: 2,384 shares; 2025Q3: 2,449 shares; 2025Q4: 2,441 shares; 2026Q1: 2,823 shares 2,823 $125K <0.01% +382 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE 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: not reported; 2025Q4: not reported; 2026Q1: 14,626 shares 14,626 $124K <0.01% new Timeline FXR 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: 986 shares; 2025Q1: 893 shares; 2025Q2: 343 shares; 2025Q3: 1,577 shares; 2025Q4: 4,959 shares; 2026Q1: 1,514 shares 1,514 $124K <0.01% -3,445 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,782 shares; 2025Q1: 1,841 shares; 2025Q2: 1,957 shares; 2025Q3: 2,161 shares; 2025Q4: 1,908 shares; 2026Q1: 2,178 shares 2,178 $123K <0.01% +270 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 3,626 shares; 2025Q1: 3,179 shares; 2025Q2: 2,833 shares; 2025Q3: 2,840 shares; 2025Q4: 2,837 shares; 2026Q1: 2,669 shares 2,669 $123K <0.01% -168 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,414 shares; 2025Q1: 4,154 shares; 2025Q2: 3,529 shares; 2025Q3: 3,660 shares; 2025Q4: 3,558 shares; 2026Q1: 3,344 shares 3,344 $121K <0.01% -214 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,280 shares; 2025Q1: 2,263 shares; 2025Q2: 2,648 shares; 2025Q3: 2,643 shares; 2025Q4: 2,642 shares; 2026Q1: 2,642 shares 2,642 $121K <0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 880 shares; 2025Q2: 886 shares; 2025Q3: 1,454 shares; 2025Q4: 1,722 shares; 2026Q1: 1,750 shares 1,750 $121K <0.01% +28 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,958 shares; 2025Q4: 2,875 shares; 2026Q1: 1,905 shares 1,905 $120K <0.01% -970 Timeline DOGG 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: 5,265 shares; 2025Q4: 5,383 shares; 2026Q1: 5,503 shares 5,503 $119K <0.01% +120 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 2,948 shares; 2025Q4: 3,377 shares; 2026Q1: 2,918 shares 2,918 $119K <0.01% -459 Timeline EJUL 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: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,085 shares; 2025Q3: 2,494 shares; 2025Q4: 3,590 shares; 2026Q1: 3,989 shares 3,989 $119K <0.01% +399 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL 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: 12,415 shares; 2025Q4: 19,911 shares; 2026Q1: 14,675 shares 14,675 $119K <0.01% -5,236 Timeline QHY 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: 2,855 shares; 2025Q1: 1,920 shares; 2025Q2: 1,782 shares; 2025Q3: 1,829 shares; 2025Q4: 2,713 shares; 2026Q1: 2,614 shares 2,614 $119K <0.01% -99 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,710 shares 4,710 $119K <0.01% new Timeline STAX NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,633 shares 4,633 $118K <0.01% new Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,538 shares 1,538 $117K <0.01% new Timeline EJAN 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: 1,320 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 2,137 shares; 2025Q4: 3,108 shares; 2026Q1: 3,442 shares 3,442 $117K <0.01% +334 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 807 shares; 2025Q1: 907 shares; 2025Q2: 970 shares; 2025Q3: 907 shares; 2025Q4: 907 shares; 2026Q1: 1,549 shares 1,549 $116K <0.01% +642 Timeline PMIO PGIM ETF TR More: the full row for PGIM 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: 2,302 shares 2,302 $116K <0.01% new Timeline GDXJ 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: 236 shares; 2025Q1: 297 shares; 2025Q2: 259 shares; 2025Q3: 294 shares; 2025Q4: 989 shares; 2026Q1: 967 shares 967 $116K <0.01% -22 Timeline IXG 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: 365 shares; 2025Q1: 152 shares; 2025Q2: 1 shares; 2025Q3: 880 shares; 2025Q4: 3,233 shares; 2026Q1: 1,017 shares 1,017 $116K <0.01% -2,216 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,321 shares; 2025Q4: 5,294 shares; 2026Q1: 3,643 shares 3,643 $116K <0.01% -1,651 Timeline KOMP 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: 1,390 shares; 2025Q1: 2,306 shares; 2025Q2: 1,544 shares; 2025Q3: 1,677 shares; 2025Q4: 1,991 shares; 2026Q1: 1,981 shares 1,981 $116K <0.01% -10 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 2,715 shares 2,715 $115K <0.01% +2,656 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,554 shares; 2025Q1: 14,873 shares; 2025Q2: 14,873 shares; 2025Q3: 14,369 shares; 2025Q4: 16,014 shares; 2026Q1: 16,439 shares 16,439 $114K <0.01% +425 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,468 shares; 2025Q4: 3,341 shares; 2026Q1: 2,112 shares 2,112 $114K <0.01% -1,229 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,403 shares; 2025Q4: not reported; 2026Q1: 12,010 shares 12,010 $114K <0.01% new Timeline QSPT 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: 4,274 shares; 2025Q1: 4,194 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,716 shares; 2026Q1: 3,716 shares 3,716 $114K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 376 shares; 2025Q3: 769 shares; 2025Q4: 993 shares; 2026Q1: 994 shares 994 $114K <0.01% +1 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,748 shares; 2025Q1: 1,747 shares; 2025Q2: 1,972 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares 1,972 $114K <0.01% 0 Timeline SCMB 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: 196 shares; 2025Q1: 970 shares; 2025Q2: 672 shares; 2025Q3: 640 shares; 2025Q4: 10,862 shares; 2026Q1: 4,454 shares 4,454 $113K <0.01% -6,408 Timeline RES RPC INC More: the full row for RPC 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: 11,879 shares; 2026Q1: 15,957 shares 15,957 $113K <0.01% +4,078 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 4,489 shares; 2025Q1: 4,350 shares; 2025Q2: 4,886 shares; 2025Q3: 1,313 shares; 2025Q4: 1,160 shares; 2026Q1: 1,309 shares 1,309 $113K <0.01% +149 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,890 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares 3,514 $113K <0.01% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 1,326 shares; 2026Q1: 6,020 shares 6,020 $112K <0.01% +4,694 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 774 shares; 2025Q1: 774 shares; 2025Q2: 814 shares; 2025Q3: 774 shares; 2025Q4: 1,172 shares; 2026Q1: 1,046 shares 1,046 $112K <0.01% -126 Timeline XDEC 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: 19,517 shares; 2024Q4: 15,731 shares; 2025Q1: 2,754 shares; 2025Q2: 2,504 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares; 2026Q1: 2,771 shares 2,771 $112K <0.01% -28 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 959 shares; 2025Q3: 958 shares; 2025Q4: 887 shares; 2026Q1: 887 shares 887 $112K <0.01% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,306 shares; 2024Q4: 20,634 shares; 2025Q1: 496,946 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,790 shares 12,790 $112K <0.01% new Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 9,553 shares; 2025Q1: 9,280 shares; 2025Q2: 9,746 shares; 2025Q3: 1,077 shares; 2025Q4: 1,054 shares; 2026Q1: 1,166 shares 1,166 $110K <0.01% +112 Timeline SMAX 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: 1,424,423 shares; 2025Q1: 588,211 shares; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 4,551 shares; 2026Q1: 4,069 shares 4,069 $109K <0.01% -482 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,795 shares; 2025Q1: 1,909 shares; 2025Q2: 1,854 shares; 2025Q3: 1,778 shares; 2025Q4: 1,746 shares; 2026Q1: 1,680 shares 1,680 $109K <0.01% -66 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,870 shares; 2024Q4: 24,671 shares; 2025Q1: 24,052 shares; 2025Q2: 2,941 shares; 2025Q3: 2,698 shares; 2025Q4: 2,167 shares; 2026Q1: 2,036 shares 2,036 $109K <0.01% -131 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 855 shares; 2025Q2: 1,225 shares; 2025Q3: 736 shares; 2025Q4: 2,538 shares; 2026Q1: 1,652 shares 1,652 $109K <0.01% -886 Timeline DMXF 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: 2,583 shares; 2025Q1: 1,276 shares; 2025Q2: 1,261 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 1,438 shares 1,438 $108K <0.01% +1,431 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 11,967 shares; 2025Q4: 12,632 shares; 2026Q1: 13,131 shares 13,131 $108K <0.01% +499 Timeline DRLL 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: 3,578 shares; 2025Q1: 3,387 shares; 2025Q2: 4,084 shares; 2025Q3: 3,391 shares; 2025Q4: 2,714 shares; 2026Q1: 2,714 shares 2,714 $107K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,344 shares; 2025Q1: 3,042 shares; 2025Q2: 2,480 shares; 2025Q3: 2,482 shares; 2025Q4: 2,415 shares; 2026Q1: 5,852 shares 5,852 $107K <0.01% +3,437 Timeline SPYX 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: 1,921 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 2,012 shares; 2026Q1: 2,012 shares 2,012 $107K <0.01% 0 Timeline PFFD 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: 11,259 shares; 2024Q4: 10,125 shares; 2025Q1: 10,437 shares; 2025Q2: 10,900 shares; 2025Q3: 11,113 shares; 2025Q4: 9,712 shares; 2026Q1: 5,769 shares 5,769 $106K <0.01% -3,943 Timeline LEGR 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: 2,760 shares; 2025Q1: 2,396 shares; 2025Q2: 2,105 shares; 2025Q3: 2,001 shares; 2025Q4: 1,956 shares; 2026Q1: 1,833 shares 1,833 $106K <0.01% -123 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares; 2026Q1: 5,360 shares 5,360 $105K <0.01% +130 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,329 shares; 2025Q1: 2,303 shares; 2025Q2: 1,042 shares; 2025Q3: 57 shares; 2025Q4: 270 shares; 2026Q1: 2,548 shares 2,548 $105K <0.01% +2,278 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,230 shares; 2026Q1: 3,822 shares 3,822 $104K <0.01% -408 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,872 shares; 2024Q4: 8,948 shares; 2025Q1: 7,411 shares; 2025Q2: 15,893 shares; 2025Q3: 70,030 shares; 2025Q4: 73,385 shares; 2026Q1: 4,110 shares 4,110 $102K <0.01% -69,275 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,053 shares; 2025Q1: 3,824 shares; 2025Q2: 2,912 shares; 2025Q3: 1,934 shares; 2025Q4: 1,424 shares; 2026Q1: 2,261 shares 2,261 $102K <0.01% +837 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,422 shares; 2024Q4: 3,332 shares; 2025Q1: 2,163 shares; 2025Q2: 2,373 shares; 2025Q3: 1,674 shares; 2025Q4: 1,600 shares; 2026Q1: 1,339 shares 1,339 $102K <0.01% -261 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 2,586 shares; 2026Q1: 2,892 shares 2,892 $101K <0.01% +306 Timeline CGHM 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: 4,454 shares; 2026Q1: 4,001 shares 4,001 $101K <0.01% -453 Timeline XUSP 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: 2,289 shares 2,289 $101K <0.01% new Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,357 shares; 2025Q1: 2,900 shares; 2025Q2: 2,459 shares; 2025Q3: 46,981 shares; 2025Q4: 44,469 shares; 2026Q1: 1,676 shares 1,676 $101K <0.01% -42,793 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 4,145 shares; 2026Q1: 4,145 shares 4,145 $100K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 895 shares; 2025Q2: 300 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 444 shares 444 $100K <0.01% +44 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA 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: 3,880 shares 3,880 $99.4K <0.01% new Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,893 shares; 2024Q4: 3,427 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,766 shares; 2025Q4: 2,670 shares; 2026Q1: 2,664 shares 2,664 $99.2K <0.01% -6 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,816 shares; 2026Q1: 1,866 shares 1,866 $99.1K <0.01% +50 Timeline RPHS TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,347 shares; 2024Q4: 15,538 shares; 2025Q1: 15,307 shares; 2025Q2: 15,542 shares; 2025Q3: 13,608 shares; 2025Q4: 13,737 shares; 2026Q1: 10,080 shares 10,080 $97.7K <0.01% -3,657 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,551 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $97.7K <0.01% 0 Timeline SCHI 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: 6,344 shares; 2025Q1: 3,630 shares; 2025Q2: 4,619 shares; 2025Q3: 8,997 shares; 2025Q4: 8,175 shares; 2026Q1: 4,300 shares 4,300 $97.5K <0.01% -3,875 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 221 shares; 2025Q2: 237 shares; 2025Q3: 4,115 shares; 2025Q4: 3,706 shares; 2026Q1: 1,290 shares 1,290 $97.3K <0.01% -2,416 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 682 shares; 2025Q2: 1,348 shares; 2025Q3: 1,176 shares; 2025Q4: 1,166 shares; 2026Q1: 1,166 shares 1,166 $97.2K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,860 shares; 2025Q1: 2,531 shares; 2025Q2: 2,286 shares; 2025Q3: 2,259 shares; 2025Q4: 2,319 shares; 2026Q1: 2,094 shares 2,094 $97.1K <0.01% -225 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 10,281 shares; 2025Q1: 10,281 shares; 2025Q2: 10,281 shares; 2025Q3: 10,631 shares; 2025Q4: 10,281 shares; 2026Q1: 13,771 shares 13,771 $96.8K <0.01% +3,490 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,257 shares; 2025Q4: 2,675 shares; 2026Q1: 3,033 shares 3,033 $96.1K <0.01% +358 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH 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: 11,408 shares; 2026Q1: 13,772 shares 13,772 $96K <0.01% +2,364 Timeline SAUG 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: 5,566 shares; 2025Q1: 3,888 shares; 2025Q2: 3,728 shares; 2025Q3: 3,728 shares; 2025Q4: 3,728 shares; 2026Q1: 3,728 shares 3,728 $96K <0.01% 0 Timeline JPME 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: 958 shares; 2025Q1: 866 shares; 2025Q2: 864 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 835 shares 835 $95.6K <0.01% -23 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,542 shares; 2025Q1: 2,197 shares; 2025Q2: 1,728 shares; 2025Q3: 2,098 shares; 2025Q4: 2,046 shares; 2026Q1: 2,395 shares 2,395 $95K <0.01% +349 Timeline IJUL 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: 23 shares; 2025Q1: 23 shares; 2025Q2: 23 shares; 2025Q3: 1,179 shares; 2025Q4: 2,487 shares; 2026Q1: 2,813 shares 2,813 $94.9K <0.01% +326 Timeline MARW 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: 26,985 shares; 2024Q4: 4,541 shares; 2025Q1: 4,168 shares; 2025Q2: 3,885 shares; 2025Q3: 3,875 shares; 2025Q4: 2,763 shares; 2026Q1: 2,759 shares 2,759 $94.1K <0.01% -4 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,284 shares; 2025Q1: 1,594 shares; 2025Q2: 2,136 shares; 2025Q3: 2,321 shares; 2025Q4: 3,358 shares; 2026Q1: 2,646 shares 2,646 $93.8K <0.01% -712 Timeline SEPQ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,080 shares; 2026Q1: 4,080 shares 4,080 $93.6K <0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 12,711 shares 12,711 $92.9K <0.01% new Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 772 shares; 2026Q1: 840 shares 840 $92.4K <0.01% +68 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 119 shares; 2025Q2: 43 shares; 2025Q3: 98 shares; 2025Q4: 1,507 shares; 2026Q1: 787 shares 787 $92.2K <0.01% -720 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768 shares 768 $92K <0.01% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 332 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 722 shares; 2026Q1: 1,833 shares 1,833 $91.9K <0.01% +1,111 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,294 shares; 2025Q1: 2,762 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,291 shares; 2026Q1: 1,218 shares 1,218 $91.8K <0.01% -73 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,413 shares; 2026Q1: 11,413 shares 11,413 $91.6K <0.01% 0 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,352 shares 3,352 $91.3K <0.01% new Timeline KXI 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: 633 shares; 2025Q1: 633 shares; 2025Q2: 1,016 shares; 2025Q3: 1,020 shares; 2025Q4: 1,107 shares; 2026Q1: 1,361 shares 1,361 $91.2K <0.01% +254 Timeline PPH 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: 479 shares; 2025Q1: 1,046 shares; 2025Q2: 1,004 shares; 2025Q3: 1,001 shares; 2025Q4: 878 shares; 2026Q1: 878 shares 878 $91.2K <0.01% 0 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,901 shares; 2025Q1: 5,324 shares; 2025Q2: 5,349 shares; 2025Q3: 127 shares; 2025Q4: 272 shares; 2026Q1: 2,603 shares 2,603 $90.9K <0.01% +2,331 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 10,555 shares; 2026Q1: 11,038 shares 11,038 $90.8K <0.01% +483 Timeline FID 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: 4,382 shares; 2025Q1: 4,455 shares; 2025Q2: 5,103 shares; 2025Q3: 4,347 shares; 2025Q4: 4,307 shares; 2026Q1: 4,313 shares 4,313 $90.3K <0.01% +6 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 815 shares; 2025Q4: 3,881 shares; 2026Q1: 3,881 shares 3,881 $90.3K <0.01% 0 Timeline BLUX EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares; 2026Q1: 3,279 shares 3,279 $90.2K <0.01% +1 Timeline QCLN 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: 2,955 shares; 2025Q1: 2,573 shares; 2025Q2: 1,644 shares; 2025Q3: 1,755 shares; 2025Q4: 2,045 shares; 2026Q1: 1,939 shares 1,939 $90.1K <0.01% -106 Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $89.6K <0.01% new Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,241 shares; 2025Q1: 3,241 shares; 2025Q2: 3,234 shares; 2025Q3: 3,154 shares; 2025Q4: 3,163 shares; 2026Q1: 3,163 shares 3,163 $89.4K <0.01% 0 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,484 shares 2,484 $89.4K <0.01% new Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,192 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares 1,282 $89.4K <0.01% 0 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,400 shares; 2024Q4: 13,372 shares; 2025Q1: 5,141 shares; 2025Q2: 4,882 shares; 2025Q3: 4,225 shares; 2025Q4: not reported; 2026Q1: 1,800 shares 1,800 $89.1K <0.01% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 886 shares; 2025Q1: 786 shares; 2025Q2: 920 shares; 2025Q3: 756 shares; 2025Q4: 719 shares; 2026Q1: 1,197 shares 1,197 $88.5K <0.01% +478 Timeline QWLD 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: 355 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 616 shares 616 $88.2K <0.01% +6 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,298 shares; 2024Q4: 69,943 shares; 2025Q1: 71,862 shares; 2025Q2: 77,629 shares; 2025Q3: 45,371 shares; 2025Q4: 50,177 shares; 2026Q1: 764 shares 764 $87.7K <0.01% -49,413 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: not reported; 2025Q1: 12,819 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,952 shares; 2026Q1: 10,303 shares 10,303 $87.5K <0.01% -649 Timeline MLRG 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: 533 shares; 2025Q1: 473 shares; 2025Q2: 438 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 971 shares 971 $87.3K <0.01% +670 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,690 shares; 2024Q4: 30,130 shares; 2025Q1: 22,982 shares; 2025Q2: 3,170 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares 2,005 $87.1K <0.01% 0 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,889 shares; 2025Q1: 3,112 shares; 2025Q2: 2,210 shares; 2025Q3: 2,252 shares; 2025Q4: 3,361 shares; 2026Q1: 2,191 shares 2,191 $86.9K <0.01% -1,170 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,393 shares; 2026Q1: 3,418 shares 3,418 $86.6K <0.01% +25 Timeline SHOC 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: 921 shares; 2025Q1: 921 shares; 2025Q2: 921 shares; 2025Q3: 1,057 shares; 2025Q4: 1,431 shares; 2026Q1: 1,199 shares 1,199 $86.3K <0.01% -232 Timeline GII 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: 562 shares; 2026Q1: 1,133 shares 1,133 $86.1K <0.01% +571 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares; 2026Q1: 3,906 shares 3,906 $85.5K <0.01% -361 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 3,197 shares 3,197 $84.9K <0.01% +1,112 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 586 shares; 2026Q1: 839 shares 839 $84.9K <0.01% +253 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares 930 $84.6K <0.01% new Timeline BDBT EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,342 shares; 2026Q1: 3,342 shares 3,342 $84.4K <0.01% 0 Timeline PGX 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: 493,389 shares; 2024Q4: 202,354 shares; 2025Q1: 80,812 shares; 2025Q2: 16,119 shares; 2025Q3: 12,384 shares; 2025Q4: 11,786 shares; 2026Q1: 7,700 shares 7,700 $83.8K <0.01% -4,086 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,002 shares; 2025Q1: 4,003 shares; 2025Q2: 3,678 shares; 2025Q3: 4,592 shares; 2025Q4: 2,455 shares; 2026Q1: 2,229 shares 2,229 $83.6K <0.01% -226 Timeline DMAY 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: 14,025 shares; 2024Q4: 11,014 shares; 2025Q1: 6,664 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 1,853 shares 1,853 $83.3K <0.01% -24 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 941 shares; 2025Q2: 241 shares; 2025Q3: not reported; 2025Q4: 180 shares; 2026Q1: 2,053 shares 2,053 $83.1K <0.01% +1,873 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: 2,258 shares; 2025Q2: 2,308 shares; 2025Q3: 2,381 shares; 2025Q4: 2,385 shares; 2026Q1: 2,255 shares 2,255 $81.5K <0.01% -130 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,881 shares; 2025Q1: 2,733 shares; 2025Q2: 4,041 shares; 2025Q3: 2,504 shares; 2025Q4: 2,504 shares; 2026Q1: 2,504 shares 2,504 $81.2K <0.01% 0 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,211 shares; 2025Q1: 10,845 shares; 2025Q2: 10,900 shares; 2025Q3: 10,901 shares; 2025Q4: 10,513 shares; 2026Q1: 10,448 shares 10,448 $81.1K <0.01% -65 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,171 shares; 2024Q4: 6,823 shares; 2025Q1: 5,289 shares; 2025Q2: 4,977 shares; 2025Q3: 2,718 shares; 2025Q4: 2,587 shares; 2026Q1: 2,569 shares 2,569 $80.8K <0.01% -18 Timeline SPIP 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: 952 shares; 2025Q1: 879 shares; 2025Q2: 8,388 shares; 2025Q3: 50,639 shares; 2025Q4: 58,878 shares; 2026Q1: 3,102 shares 3,102 $80.7K <0.01% -55,776 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 423 shares; 2025Q1: 1,451 shares; 2025Q2: 909 shares; 2025Q3: 772 shares; 2025Q4: 589 shares; 2026Q1: 1,438 shares 1,438 $79.3K <0.01% +849 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 643 shares; 2025Q2: 645 shares; 2025Q3: 648 shares; 2025Q4: 770 shares; 2026Q1: 1,101 shares 1,101 $78.6K <0.01% +331 Timeline BBCA 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: 937 shares; 2025Q1: 344 shares; 2025Q2: 284 shares; 2025Q3: 571 shares; 2025Q4: 930 shares; 2026Q1: 833 shares 833 $78.4K <0.01% -97 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 306 shares 306 $78.1K <0.01% +286 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,272 shares; 2025Q1: 21,534 shares; 2025Q2: 18,393 shares; 2025Q3: 18,393 shares; 2025Q4: 2,925 shares; 2026Q1: 2,906 shares 2,906 $77.7K <0.01% -19 Timeline FCG 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: 5,480 shares; 2025Q1: 5,650 shares; 2025Q2: 5,609 shares; 2025Q3: 4,870 shares; 2025Q4: 4,116 shares; 2026Q1: 2,444 shares 2,444 $77.4K <0.01% -1,672 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,109 shares; 2025Q4: 4,208 shares; 2026Q1: 2,827 shares 2,827 $77.2K <0.01% -1,381 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT 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: 926 shares; 2026Q1: 897 shares 897 $77.2K <0.01% -29 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,195 shares; 2025Q1: 2,227 shares; 2025Q2: 2,992 shares; 2025Q3: 1,911 shares; 2025Q4: 2,335 shares; 2026Q1: 1,718 shares 1,718 $77.1K <0.01% -617 Timeline KCE 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: 174 shares; 2025Q1: 573 shares; 2025Q2: 572 shares; 2025Q3: 574 shares; 2025Q4: 563 shares; 2026Q1: 559 shares 559 $77K <0.01% -4 Timeline YSEP 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: 3,312 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares; 2026Q1: 2,912 shares 2,912 $76.2K <0.01% 0 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96 shares; 2025Q1: 91 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 375 shares; 2026Q1: 907 shares 907 $76K <0.01% +532 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,758 shares; 2026Q1: 2,836 shares 2,836 $76K <0.01% +78 Timeline KNOV 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: 1,188 shares; 2025Q1: 1,188 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 2,639 shares; 2026Q1: 2,639 shares 2,639 $75.6K <0.01% 0 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,628 shares 18,628 $75.4K <0.01% new Timeline WTAI 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: 1,778 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,778 shares; 2025Q4: 2,209 shares; 2026Q1: 2,668 shares 2,668 $75.3K <0.01% +459 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,802 shares 2,802 $73.6K <0.01% new Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,381 shares; 2025Q2: 23,769 shares; 2025Q3: 23,172 shares; 2025Q4: 16,103 shares; 2026Q1: 15,787 shares 15,787 $72.8K <0.01% -316 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 280 shares; 2025Q1: 360 shares; 2025Q2: 1,395 shares; 2025Q3: 368 shares; 2025Q4: 634 shares; 2026Q1: 630 shares 630 $72.4K <0.01% -4 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,735 shares; 2024Q4: 11,735 shares; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares; 2026Q1: 11,735 shares 11,735 $72.2K <0.01% 0 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares; 2026Q1: 1,705 shares 1,705 $71.9K <0.01% 0 Timeline SLX 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: 1,094 shares; 2025Q1: 870 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 834 shares; 2026Q1: 782 shares 782 $71.8K <0.01% -52 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 12 shares; 2025Q2: 22 shares; 2025Q3: 720 shares; 2025Q4: 855 shares; 2026Q1: 1,203 shares 1,203 $71.6K <0.01% +348 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 396 shares; 2025Q1: 66,004 shares; 2025Q2: 2,150 shares; 2025Q3: 941 shares; 2025Q4: 830 shares; 2026Q1: 1,449 shares 1,449 $71.6K <0.01% +619 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,956 shares; 2025Q1: 2,956 shares; 2025Q2: 2,956 shares; 2025Q3: 3,116 shares; 2025Q4: 3,096 shares; 2026Q1: 3,096 shares 3,096 $70.9K <0.01% 0 Timeline SCHK 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: 1,501 shares; 2025Q1: 480 shares; 2025Q2: 4,096 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 2,212 shares 2,212 $69.3K <0.01% +1,711 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 129 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,165 shares 3,165 $69.1K <0.01% new Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 805 shares; 2026Q1: 721 shares 721 $69K <0.01% -84 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 63 shares; 2025Q2: 247 shares; 2025Q3: 248 shares; 2025Q4: 249 shares; 2026Q1: 1,147 shares 1,147 $69K <0.01% +898 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 683 shares 683 $68.3K <0.01% new Timeline HEDJ 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: 532 shares; 2025Q1: 532 shares; 2025Q2: 1,414 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304 $68.2K <0.01% 0 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares 1,418 $68K <0.01% 0 Timeline IGTR 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: 907 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,391 shares; 2026Q1: 2,391 shares 2,391 $67.8K <0.01% 0 Timeline HYGW 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: 85,877 shares; 2024Q4: 94,453 shares; 2025Q1: 136,364 shares; 2025Q2: 6,844 shares; 2025Q3: 5,034 shares; 2025Q4: 5,103 shares; 2026Q1: 2,294 shares 2,294 $67.7K <0.01% -2,809 Timeline GNOV 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: 33,873 shares; 2024Q4: 32,531 shares; 2025Q1: 31,428 shares; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 649 shares; 2026Q1: 1,736 shares 1,736 $67.6K <0.01% +1,087 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $67.5K <0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 1,978 shares; 2026Q1: 2,997 shares 2,997 $67.2K <0.01% +1,019 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 156 shares; 2025Q3: 323 shares; 2025Q4: 456 shares; 2026Q1: 775 shares 775 $67.2K <0.01% +319 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,041 shares; 2026Q1: 980 shares 980 $67.1K <0.01% -61 Timeline MAYM 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: 4,290 shares; 2025Q3: 2,607 shares; 2025Q4: 2,046 shares; 2026Q1: 2,046 shares 2,046 $66K <0.01% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 826 shares 826 $65.9K <0.01% 0 Timeline DFGR 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: 55 shares; 2025Q1: 55 shares; 2025Q2: 2,182 shares; 2025Q3: 2,101 shares; 2025Q4: 2,259 shares; 2026Q1: 2,461 shares 2,461 $65.4K <0.01% +202 Timeline DDFD 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: 450 shares; 2026Q1: 3,450 shares 3,450 $65.3K <0.01% +3,000 Timeline GOVI 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: 3,311 shares; 2025Q1: 646 shares; 2025Q2: 125 shares; 2025Q3: 323 shares; 2025Q4: 2,483 shares; 2026Q1: 2,390 shares 2,390 $65.2K <0.01% -93 Timeline SUSA 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: 21,101 shares; 2024Q4: 13,483 shares; 2025Q1: 351 shares; 2025Q2: 665 shares; 2025Q3: 618 shares; 2025Q4: 13,479 shares; 2026Q1: 492 shares 492 $65K <0.01% -12,987 Timeline MOO 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: 758 shares; 2025Q1: 1,165 shares; 2025Q2: 770 shares; 2025Q3: 758 shares; 2025Q4: 767 shares; 2026Q1: 767 shares 767 $64.8K <0.01% 0 Timeline APRH 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: 2,629 shares; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares; 2026Q1: 2,629 shares 2,629 $64.5K <0.01% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC 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: 12,700 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $63.7K <0.01% 0 Timeline GPIQ 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: 1,236 shares; 2026Q1: 1,283 shares 1,283 $63.5K <0.01% +47 Timeline IPAC 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: 241 shares; 2025Q1: 180 shares; 2025Q2: 570 shares; 2025Q3: 827 shares; 2025Q4: 827 shares; 2026Q1: 827 shares 827 $63.3K <0.01% 0 Timeline BINT EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares 2,192 $62.7K <0.01% 0 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,842 shares 2,842 $62.6K <0.01% new Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,313 shares 3,313 $62.5K <0.01% new Timeline DEHP 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: 2,176 shares; 2025Q3: 1,841 shares; 2025Q4: 1,844 shares; 2026Q1: 1,847 shares 1,847 $62.4K <0.01% +3 Timeline CTKB CYTEK BIOSCIENCES INC More: the full row for CYTEK BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,193 shares 14,193 $62K <0.01% new Timeline URG UR-ENERGY INC More: the full row for UR-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: not reported; 2025Q4: 40,152 shares; 2026Q1: 41,590 shares 41,590 $62K <0.01% +1,438 Timeline DWM 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: 178 shares; 2025Q1: 178 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 877 shares 877 $61.3K <0.01% +449 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625 shares; 2025Q1: 590 shares; 2025Q2: 717 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $61.2K <0.01% 0 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares 1,211 $61.1K <0.01% new Timeline OPPE 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: 1,096 shares; 2025Q1: 1,097 shares; 2025Q2: 1,126 shares; 2025Q3: 1,129 shares; 2025Q4: 1,132 shares; 2026Q1: 1,134 shares 1,134 $60.9K <0.01% +2 Timeline FTMA 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: 6,692 shares; 2026Q1: 6,692 shares 6,692 $60K <0.01% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 376 shares; 2025Q2: 476 shares; 2025Q3: 54 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares 1,136 $59.6K <0.01% 0 Timeline DGT 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: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350 $59.3K <0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,882 shares; 2025Q1: 7,464 shares; 2025Q2: 11,939 shares; 2025Q3: 7,346 shares; 2025Q4: 3,277 shares; 2026Q1: 2,769 shares 2,769 $59.3K <0.01% -508 Timeline ASG LIBERTY ALL-STAR GROWTH FD I More: the full row for LIBERTY ALL-STAR GROWTH FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,301 shares; 2024Q4: 14,301 shares; 2025Q1: 14,171 shares; 2025Q2: 11,771 shares; 2025Q3: 13,874 shares; 2025Q4: 13,321 shares; 2026Q1: 12,461 shares 12,461 $59.2K <0.01% -860 Timeline XBOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,012 shares; 2025Q1: 2,773 shares; 2025Q2: 1,784 shares; 2025Q3: 1,936 shares; 2025Q4: 1,835 shares; 2026Q1: 1,779 shares 1,779 $58.5K <0.01% -56 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,944 shares; 2025Q1: 2,031 shares; 2025Q2: 1,490 shares; 2025Q3: 955 shares; 2025Q4: 1,021 shares; 2026Q1: 968 shares 968 $58.5K <0.01% -53 Timeline DAUG 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: 95,691 shares; 2024Q4: 70,071 shares; 2025Q1: 18,768 shares; 2025Q2: 1,380 shares; 2025Q3: 657 shares; 2025Q4: 1,907 shares; 2026Q1: 1,341 shares 1,341 $58.4K <0.01% -566 Timeline XTL 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: 935 shares; 2025Q1: 969 shares; 2025Q2: 256 shares; 2025Q3: 257 shares; 2025Q4: 310 shares; 2026Q1: 310 shares 310 $58.3K <0.01% 0 Timeline FDHY 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: 3,135 shares; 2025Q1: 3,135 shares; 2025Q2: 3,035 shares; 2025Q3: 2,150 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $58.2K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 257 shares; 2025Q1: 314 shares; 2025Q2: 864 shares; 2025Q3: 599 shares; 2025Q4: 543 shares; 2026Q1: 480 shares 480 $57.9K <0.01% -63 Timeline NANR 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: 420 shares; 2025Q1: 739 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 456 shares; 2026Q1: 686 shares 686 $57.6K <0.01% +230 Timeline KBWY 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: 1,507 shares; 2025Q1: 1,407 shares; 2025Q2: 6,123 shares; 2025Q3: 4,274 shares; 2025Q4: 4,325 shares; 2026Q1: 3,767 shares 3,767 $57.6K <0.01% -558 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME 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: 15,477 shares; 2025Q4: 15,483 shares; 2026Q1: 17,750 shares 17,750 $57.2K <0.01% +2,267 Timeline PXH 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: 347 shares; 2025Q1: 345 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 2,639 shares; 2026Q1: 2,104 shares 2,104 $56.6K <0.01% -535 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 456 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,149 shares 1,149 $56.1K <0.01% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,955 shares; 2025Q1: 3,557 shares; 2025Q2: 3,135 shares; 2025Q3: 5,236 shares; 2025Q4: 4,509 shares; 2026Q1: 4,375 shares 4,375 $56K <0.01% -134 Timeline SMB 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: 79 shares; 2025Q1: 565 shares; 2025Q2: 544 shares; 2025Q3: 2,501 shares; 2025Q4: 2,451 shares; 2026Q1: 3,192 shares 3,192 $55.2K <0.01% +741 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,649 shares; 2025Q1: 294 shares; 2025Q2: 319 shares; 2025Q3: 486 shares; 2025Q4: 354 shares; 2026Q1: 732 shares 732 $54.7K <0.01% +378 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: 11 shares; 2025Q2: 570 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares 811 $54.2K <0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,073 shares 11,073 $53.9K <0.01% new Timeline CMDT 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: 194,125 shares; 2024Q4: 203,362 shares; 2025Q1: 23,591 shares; 2025Q2: 24,368 shares; 2025Q3: 54,190 shares; 2025Q4: 22,853 shares; 2026Q1: 1,664 shares 1,664 $53.7K <0.01% -21,189 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11 shares; 2025Q1: 54 shares; 2025Q2: 117 shares; 2025Q3: 290 shares; 2025Q4: 523 shares; 2026Q1: 296 shares 296 $53.7K <0.01% -227 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,395 shares; 2025Q1: 1,845 shares; 2025Q2: 1,601 shares; 2025Q3: 1,479 shares; 2025Q4: 1,447 shares; 2026Q1: 1,434 shares 1,434 $52.9K <0.01% -13 Timeline BLUC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares 1,970 $52.9K <0.01% 0 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55 shares; 2025Q1: 73,512 shares; 2025Q2: 4,175 shares; 2025Q3: 4,646 shares; 2025Q4: 2,661 shares; 2026Q1: 1,059 shares 1,059 $52.4K <0.01% -1,602 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 658 shares 658 $52.1K <0.01% +58 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 1,817 shares; 2025Q1: 434 shares; 2025Q2: 391 shares; 2025Q3: 267 shares; 2025Q4: 218 shares; 2026Q1: 573 shares 573 $51.9K <0.01% +355 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,154 shares; 2025Q1: 1,035 shares; 2025Q2: 2,061 shares; 2025Q3: 1,094 shares; 2025Q4: 1,060 shares; 2026Q1: 1,034 shares 1,034 $51.5K <0.01% -26 Timeline JPIE 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: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 415 shares; 2025Q4: 607 shares; 2026Q1: 1,116 shares 1,116 $51.4K <0.01% +509 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,491 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 1,293 shares; 2026Q1: 1,024 shares 1,024 $50.8K <0.01% -269 Timeline SMOG 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: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 865 shares; 2025Q4: 366 shares; 2026Q1: 366 shares 366 $50.8K <0.01% 0 Timeline JOYT J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 953 shares 953 $50.7K <0.01% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,598 shares; 2025Q3: 15,598 shares; 2025Q4: 15,598 shares; 2026Q1: 15,623 shares 15,623 $50.6K <0.01% +25 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 528 shares; 2025Q2: 548 shares; 2025Q3: 621 shares; 2025Q4: 809 shares; 2026Q1: 609 shares 609 $50.4K <0.01% -200 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,031 shares; 2025Q3: 2,656 shares; 2025Q4: 1,961 shares; 2026Q1: 1,961 shares 1,961 $50.2K <0.01% 0 Timeline FLAO 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: 14,708 shares; 2024Q4: 4,118 shares; 2025Q1: 3,866 shares; 2025Q2: 4,834 shares; 2025Q3: 3,544 shares; 2025Q4: 1,782 shares; 2026Q1: 1,826 shares 1,826 $49.6K <0.01% +44 Timeline FMDE 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: 1,155 shares; 2025Q1: 836 shares; 2025Q2: 140 shares; 2025Q3: 1,026 shares; 2025Q4: 1,448 shares; 2026Q1: 1,379 shares 1,379 $49.6K <0.01% -69 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,077 shares; 2025Q1: 2,045 shares; 2025Q2: 2,276 shares; 2025Q3: 1,565 shares; 2025Q4: 1,344 shares; 2026Q1: 1,247 shares 1,247 $49.4K <0.01% -97 Timeline BCLO BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $49K <0.01% new Timeline GLOF 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: 2,256 shares; 2025Q1: 1,146 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 929 shares 929 $48.4K <0.01% +32 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 984 shares 984 $48.4K <0.01% new Timeline EZM 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: 427 shares; 2025Q1: 427 shares; 2025Q2: 2,719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $48.4K <0.01% 0 Timeline XDQQ 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: 9,043 shares; 2025Q1: 2,117 shares; 2025Q2: 2,436 shares; 2025Q3: 1,613 shares; 2025Q4: 1,387 shares; 2026Q1: 1,305 shares 1,305 $48.3K <0.01% -82 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,449 shares; 2025Q1: 1,458 shares; 2025Q2: 1,677 shares; 2025Q3: 1,510 shares; 2025Q4: 1,378 shares; 2026Q1: 1,078 shares 1,078 $48.2K <0.01% -300 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 265 shares; 2025Q1: 259 shares; 2025Q2: 769 shares; 2025Q3: 389 shares; 2025Q4: 876 shares; 2026Q1: 683 shares 683 $48K <0.01% -193 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,455 shares; 2025Q1: 2,915 shares; 2025Q2: 2,908 shares; 2025Q3: 2,265 shares; 2025Q4: 1,471 shares; 2026Q1: 961 shares 961 $47.7K <0.01% -510 Timeline YJUN 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: 1,372 shares; 2025Q1: 488 shares; 2025Q2: 1,033 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares; 2026Q1: 1,842 shares 1,842 $47.4K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 772 shares; 2025Q1: 1,136 shares; 2025Q2: 922 shares; 2025Q3: 764 shares; 2025Q4: 1,015 shares; 2026Q1: 1,096 shares 1,096 $47.3K <0.01% +81 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $47.2K <0.01% 0 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 1,922 shares; 2025Q2: 1,910 shares; 2025Q3: 1,898 shares; 2025Q4: 2,910 shares; 2026Q1: 1,952 shares 1,952 $47.1K <0.01% -958 Timeline SDSI 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: not reported; 2025Q4: not reported; 2026Q1: 914 shares 914 $46.9K <0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,754 shares; 2025Q1: 3,358 shares; 2025Q2: 3,357 shares; 2025Q3: 2,048 shares; 2025Q4: 1,958 shares; 2026Q1: 1,869 shares 1,869 $46.8K <0.01% -89 Timeline HYXF 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: 2,033 shares; 2025Q1: 1,965 shares; 2025Q2: 2,162 shares; 2025Q3: 2,551 shares; 2025Q4: 1,351 shares; 2026Q1: 1,011 shares 1,011 $46.8K <0.01% -340 Timeline FLGB 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: 2,125 shares; 2025Q1: 1,999 shares; 2025Q2: 1,444 shares; 2025Q3: 1,425 shares; 2025Q4: 1,404 shares; 2026Q1: 1,344 shares 1,344 $46.7K <0.01% -60 Timeline XSEP 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: 15,370 shares; 2024Q4: 16,251 shares; 2025Q1: 7,836 shares; 2025Q2: 1,516 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares 1,112 $46.6K <0.01% 0 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 797 shares 797 $46.2K <0.01% +151 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495 shares 495 $46.1K <0.01% new Timeline BVAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares 1,645 $46K <0.01% 0 Timeline ACIO 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: 1,103 shares; 2025Q1: 220 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 1,086 shares; 2026Q1: 1,087 shares 1,087 $45.6K <0.01% +1 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 323 shares; 2025Q1: 458 shares; 2025Q2: 709 shares; 2025Q3: 508 shares; 2025Q4: 778 shares; 2026Q1: 914 shares 914 $45.4K <0.01% +136 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 618 shares; 2026Q1: 1,028 shares 1,028 $45.4K <0.01% +410 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,680 shares; 2025Q1: 2,659 shares; 2025Q2: 2,633 shares; 2025Q3: 3,362 shares; 2025Q4: 2,827 shares; 2026Q1: 609 shares 609 $45.3K <0.01% -2,218 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,529 shares; 2025Q1: 1,634 shares; 2025Q2: 1,330 shares; 2025Q3: 744 shares; 2025Q4: 1,032 shares; 2026Q1: 2,155 shares 2,155 $45K <0.01% +1,123 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 655 shares; 2025Q1: 2,473 shares; 2025Q2: 1,187 shares; 2025Q3: 1,038 shares; 2025Q4: 1,338 shares; 2026Q1: 1,250 shares 1,250 $44.4K <0.01% -88 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,514 shares; 2024Q4: 12,317 shares; 2025Q1: 2,137 shares; 2025Q2: 90,282 shares; 2025Q3: 85,030 shares; 2025Q4: 1,727 shares; 2026Q1: 1,523 shares 1,523 $44.3K <0.01% -204 Timeline DYAI DYADIC INTL INC DEL More: the full row for DYADIC INTL INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,100 shares; 2024Q4: 49,181 shares; 2025Q1: 53,756 shares; 2025Q2: 53,756 shares; 2025Q3: 53,756 shares; 2025Q4: 53,756 shares; 2026Q1: 53,756 shares 53,756 $44.1K <0.01% 0 Timeline HYHG 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: 696 shares; 2025Q4: 658 shares; 2026Q1: 690 shares 690 $43.9K <0.01% +32 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,672 shares; 2024Q4: 191,527 shares; 2025Q1: 317,471 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,749 shares 12,749 $43.7K <0.01% new Timeline SHYD 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: 37 shares; 2025Q1: 36 shares; 2025Q2: 35 shares; 2025Q3: 2,029 shares; 2025Q4: 2,290 shares; 2026Q1: 1,928 shares 1,928 $43.7K <0.01% -362 Timeline BLGR EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares 1,635 $43.6K <0.01% 0 Timeline AIVL 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: 190 shares; 2025Q1: 120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 375 shares 375 $43.4K <0.01% +339 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: 84 shares; 2025Q2: 65 shares; 2025Q3: 83 shares; 2025Q4: 116 shares; 2026Q1: 791 shares 791 $43.4K <0.01% +675 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,905 shares; 2024Q4: 1,122 shares; 2025Q1: 952 shares; 2025Q2: 1,042 shares; 2025Q3: 1,197 shares; 2025Q4: 876 shares; 2026Q1: 961 shares 961 $43.3K <0.01% +85 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 671 shares; 2025Q2: 673 shares; 2025Q3: 696 shares; 2025Q4: 170 shares; 2026Q1: 500 shares 500 $43.2K <0.01% +330 Timeline OCTM 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: 19,040 shares; 2025Q1: 8,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,341 shares; 2026Q1: 1,326 shares 1,326 $43.1K <0.01% -15 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 983 shares; 2025Q1: 1,155 shares; 2025Q2: 936 shares; 2025Q3: 921 shares; 2025Q4: 867 shares; 2026Q1: 715 shares 715 $43.1K <0.01% -152 Timeline SMMV 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: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 892 shares; 2025Q3: 887 shares; 2025Q4: 959 shares; 2026Q1: 987 shares 987 $43.1K <0.01% +28 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282 shares; 2026Q1: 1,929 shares 1,929 $43K <0.01% +1,647 Timeline TOPT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1,498 shares 1,498 $42.9K <0.01% +1,497 Timeline