VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,848 shares; 2024Q4: 2,810 shares; 2025Q1: 3,105 shares; 2025Q2: 7,038 shares; 2025Q3: 8,792 shares; 2025Q4: 11,624 shares; 2026Q1: 27,738 shares 27,738 $2.27M 0.01% +16,114 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,102 shares; 2024Q4: 8,001 shares; 2025Q1: 8,113 shares; 2025Q2: 9,609 shares; 2025Q3: 9,923 shares; 2025Q4: 12,319 shares; 2026Q1: 12,502 shares 12,502 $2.27M 0.01% +183 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,585 shares; 2024Q4: 9,329 shares; 2025Q1: 9,329 shares; 2025Q2: 7,534 shares; 2025Q3: 9,037 shares; 2025Q4: 7,689 shares; 2026Q1: 15,521 shares 15,521 $2.24M 0.01% +7,832 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,080 shares; 2024Q4: 8,101 shares; 2025Q1: 8,544 shares; 2025Q2: 9,440 shares; 2025Q3: 9,549 shares; 2025Q4: 14,873 shares; 2026Q1: 16,437 shares 16,437 $2.22M 0.01% +1,564 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,695 shares; 2025Q1: 13,374 shares; 2025Q2: 14,079 shares; 2025Q3: 23,403 shares; 2025Q4: 22,641 shares; 2026Q1: 15,637 shares 15,637 $2.21M 0.01% -7,004 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,934 shares; 2024Q4: 30,245 shares; 2025Q1: 32,276 shares; 2025Q2: 35,568 shares; 2025Q3: 41,104 shares; 2025Q4: 38,054 shares; 2026Q1: 38,571 shares 38,571 $2.19M 0.01% +517 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 12,469 shares; 2025Q1: 12,562 shares; 2025Q2: 22,865 shares; 2025Q3: 26,167 shares; 2025Q4: 34,998 shares; 2026Q1: 37,096 shares 37,096 $2.18M 0.01% +2,098 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,652 shares; 2024Q4: 8,225 shares; 2025Q1: 8,402 shares; 2025Q2: 14,451 shares; 2025Q3: 14,209 shares; 2025Q4: 23,108 shares; 2026Q1: 23,901 shares 23,901 $2.18M 0.01% +793 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,422 shares; 2024Q4: 10,232 shares; 2025Q1: 10,044 shares; 2025Q2: 11,840 shares; 2025Q3: 13,222 shares; 2025Q4: 14,072 shares; 2026Q1: 13,731 shares 13,731 $2.16M 0.01% -341 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 19,341 shares; 2025Q1: 26,455 shares; 2025Q2: 42,226 shares; 2025Q3: 37,136 shares; 2025Q4: 40,424 shares; 2026Q1: 45,584 shares 45,584 $2.14M 0.01% +5,160 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,298 shares; 2024Q4: 28,711 shares; 2025Q1: 46,550 shares; 2025Q2: 45,608 shares; 2025Q3: 45,619 shares; 2025Q4: 45,239 shares; 2026Q1: 45,166 shares 45,166 $2.12M 0.01% -73 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,951 shares; 2025Q1: 2,043 shares; 2025Q2: 2,472 shares; 2025Q3: 2,561 shares; 2025Q4: 3,860 shares; 2026Q1: 4,966 shares 4,966 $2.11M 0.01% +1,106 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: 12,050 shares; 2024Q4: 11,285 shares; 2025Q1: 31,950 shares; 2025Q2: 31,972 shares; 2025Q3: 31,919 shares; 2025Q4: 31,151 shares; 2026Q1: 35,467 shares 35,467 $2.11M 0.01% +4,316 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 687 shares; 2025Q1: 684 shares; 2025Q2: 1,149 shares; 2025Q3: 1,148 shares; 2025Q4: 1,207 shares; 2026Q1: 1,217 shares 1,217 $2.11M 0.01% +10 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,129 shares; 2025Q1: 88,023 shares; 2025Q2: 87,323 shares; 2025Q3: 88,167 shares; 2025Q4: 88,084 shares; 2026Q1: 102,777 shares 102,777 $2.1M 0.01% +14,693 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,757 shares; 2024Q4: 30,090 shares; 2025Q1: 29,291 shares; 2025Q2: 28,965 shares; 2025Q3: 28,583 shares; 2025Q4: 27,648 shares; 2026Q1: 25,745 shares 25,745 $2.1M 0.01% -1,903 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 287 shares; 2025Q1: 322 shares; 2025Q2: 15,553 shares; 2025Q3: 15,277 shares; 2025Q4: 16,343 shares; 2026Q1: 17,763 shares 17,763 $2.09M 0.01% +1,420 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: 50,869 shares; 2024Q4: 52,037 shares; 2025Q1: 51,919 shares; 2025Q2: 52,064 shares; 2025Q3: 51,855 shares; 2025Q4: 52,600 shares; 2026Q1: 52,600 shares 52,600 $2.09M 0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,999 shares; 2024Q4: 25,459 shares; 2025Q1: 29,061 shares; 2025Q2: 28,855 shares; 2025Q3: 41,187 shares; 2025Q4: 49,242 shares; 2026Q1: 54,242 shares 54,242 $2.08M 0.01% +5,000 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 10,163 shares; 2025Q1: 10,329 shares; 2025Q2: 14,107 shares; 2025Q3: 13,902 shares; 2025Q4: 13,061 shares; 2026Q1: 13,394 shares 13,394 $2.08M 0.01% +333 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,539 shares; 2024Q4: 6,358 shares; 2025Q1: 6,079 shares; 2025Q2: 6,189 shares; 2025Q3: 6,596 shares; 2025Q4: 6,563 shares; 2026Q1: 6,328 shares 6,328 $2.08M 0.01% -235 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,916 shares; 2024Q4: 4,972 shares; 2025Q1: 5,021 shares; 2025Q2: 11,012 shares; 2025Q3: 11,386 shares; 2025Q4: 11,254 shares; 2026Q1: 11,507 shares 11,507 $2.07M 0.01% +253 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,187 shares; 2024Q4: 90,256 shares; 2025Q1: 32,780 shares; 2025Q2: 24,033 shares; 2025Q3: 117,925 shares; 2025Q4: 127,644 shares; 2026Q1: 130,413 shares 130,413 $2.07M 0.01% +2,769 Timeline PWZ 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: 217,234 shares; 2024Q4: 228,566 shares; 2025Q1: 186,090 shares; 2025Q2: 134,636 shares; 2025Q3: 96,261 shares; 2025Q4: not reported; 2026Q1: 86,585 shares 86,585 $2.07M 0.01% new 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: 69,580 shares; 2024Q4: 54,855 shares; 2025Q1: 54,740 shares; 2025Q2: 53,216 shares; 2025Q3: 51,869 shares; 2025Q4: 49,313 shares; 2026Q1: 48,331 shares 48,331 $2.05M 0.01% -982 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 17,123 shares; 2025Q1: 24,470 shares; 2025Q2: 31,863 shares; 2025Q3: 30,768 shares; 2025Q4: 32,387 shares; 2026Q1: 49,140 shares 49,140 $2.05M 0.01% +16,753 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,389 shares; 2025Q1: 2,085 shares; 2025Q2: 89,086 shares; 2025Q3: 89,063 shares; 2025Q4: 84,549 shares; 2026Q1: 88,030 shares 88,030 $2.03M 0.01% +3,481 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,619 shares; 2024Q4: 27,315 shares; 2025Q1: 25,968 shares; 2025Q2: 24,087 shares; 2025Q3: 23,788 shares; 2025Q4: 24,950 shares; 2026Q1: 31,565 shares 31,565 $2.03M 0.01% +6,615 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 8,356 shares; 2025Q1: 8,729 shares; 2025Q2: 17,849 shares; 2025Q3: 18,897 shares; 2025Q4: 16,882 shares; 2026Q1: 10,238 shares 10,238 $2.03M 0.01% -6,644 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,164 shares; 2024Q4: 4,803 shares; 2025Q1: 6,037 shares; 2025Q2: 12,090 shares; 2025Q3: 13,155 shares; 2025Q4: 16,023 shares; 2026Q1: 18,693 shares 18,693 $2.02M 0.01% +2,670 Timeline VYMI 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: 11,872 shares; 2024Q4: 15,809 shares; 2025Q1: 21,888 shares; 2025Q2: 18,798 shares; 2025Q3: 18,952 shares; 2025Q4: 18,784 shares; 2026Q1: 21,424 shares 21,424 $2.02M 0.01% +2,640 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,024 shares; 2024Q4: 12,911 shares; 2025Q1: 10,559 shares; 2025Q2: 9,642 shares; 2025Q3: 9,390 shares; 2025Q4: 9,226 shares; 2026Q1: 9,123 shares 9,123 $2M 0.01% -103 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 14,928 shares; 2025Q1: 19,398 shares; 2025Q2: 56,767 shares; 2025Q3: 41,438 shares; 2025Q4: 43,137 shares; 2026Q1: 42,015 shares 42,015 $1.98M 0.01% -1,122 Timeline EPI 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: 481 shares; 2024Q4: 481 shares; 2025Q1: 481 shares; 2025Q2: 59,569 shares; 2025Q3: 59,181 shares; 2025Q4: 44,843 shares; 2026Q1: 48,493 shares 48,493 $1.98M 0.01% +3,650 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 7,559 shares; 2025Q1: 9,725 shares; 2025Q2: 12,232 shares; 2025Q3: 13,037 shares; 2025Q4: 23,360 shares; 2026Q1: 42,414 shares 42,414 $1.97M 0.01% +19,054 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,740 shares; 2024Q4: 4,629 shares; 2025Q1: 4,590 shares; 2025Q2: 5,115 shares; 2025Q3: 5,529 shares; 2025Q4: 6,751 shares; 2026Q1: 7,559 shares 7,559 $1.97M 0.01% +808 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: 11,121 shares; 2024Q4: 12,362 shares; 2025Q1: 31,128 shares; 2025Q2: 29,295 shares; 2025Q3: 27,871 shares; 2025Q4: 27,378 shares; 2026Q1: 27,391 shares 27,391 $1.96M 0.01% +13 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 464 shares; 2025Q1: 531 shares; 2025Q2: 7,075 shares; 2025Q3: 7,044 shares; 2025Q4: 6,882 shares; 2026Q1: 6,503 shares 6,503 $1.96M 0.01% -379 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,324 shares; 2024Q4: 4,290 shares; 2025Q1: 4,246 shares; 2025Q2: 5,925 shares; 2025Q3: 5,979 shares; 2025Q4: 5,648 shares; 2026Q1: 6,435 shares 6,435 $1.94M 0.01% +787 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 24,458 shares; 2025Q1: 22,690 shares; 2025Q2: 36,538 shares; 2025Q3: 66,572 shares; 2025Q4: 67,925 shares; 2026Q1: 35,931 shares 35,931 $1.9M 0.01% -31,994 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,346 shares; 2024Q4: 72,127 shares; 2025Q1: 65,760 shares; 2025Q2: 56,295 shares; 2025Q3: 58,159 shares; 2025Q4: 55,446 shares; 2026Q1: 56,703 shares 56,703 $1.87M 0.01% +1,257 Timeline USMF 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: 46,390 shares; 2024Q4: 44,356 shares; 2025Q1: 44,731 shares; 2025Q2: 43,755 shares; 2025Q3: 41,660 shares; 2025Q4: 40,086 shares; 2026Q1: 37,774 shares 37,774 $1.87M 0.01% -2,312 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 17 shares; 2025Q1: 20 shares; 2025Q2: 3,534 shares; 2025Q3: 3,548 shares; 2025Q4: 3,558 shares; 2026Q1: 3,562 shares 3,562 $1.86M 0.01% +4 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 871 shares; 2025Q1: 1,086 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 1,778 shares; 2026Q1: 26,023 shares 26,023 $1.86M 0.01% +24,245 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,323 shares; 2024Q4: 53,128 shares; 2025Q1: 51,267 shares; 2025Q2: 50,551 shares; 2025Q3: 50,685 shares; 2025Q4: 49,456 shares; 2026Q1: 48,288 shares 48,288 $1.85M 0.01% -1,168 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728 shares; 2024Q4: 1,168 shares; 2025Q1: 10,839 shares; 2025Q2: 44,955 shares; 2025Q3: 46,433 shares; 2025Q4: 47,021 shares; 2026Q1: 46,040 shares 46,040 $1.84M 0.01% -981 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,276 shares; 2024Q4: 2,363 shares; 2025Q1: 2,582 shares; 2025Q2: 46,495 shares; 2025Q3: 49,162 shares; 2025Q4: 49,779 shares; 2026Q1: 41,914 shares 41,914 $1.84M 0.01% -7,865 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 32 shares; 2025Q1: 54 shares; 2025Q2: 20,998 shares; 2025Q3: 21,004 shares; 2025Q4: 21,035 shares; 2026Q1: 21,030 shares 21,030 $1.82M 0.01% -5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,580 shares; 2024Q4: 4,548 shares; 2025Q1: 4,468 shares; 2025Q2: 4,524 shares; 2025Q3: 3,857 shares; 2025Q4: 3,392 shares; 2026Q1: 4,076 shares 4,076 $1.81M 0.01% +684 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 14,956 shares; 2025Q1: 21,734 shares; 2025Q2: 21,730 shares; 2025Q3: 21,731 shares; 2025Q4: 21,736 shares; 2026Q1: 23,157 shares 23,157 $1.8M 0.01% +1,421 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,907 shares; 2024Q4: 14,506 shares; 2025Q1: 14,282 shares; 2025Q2: 13,222 shares; 2025Q3: 13,111 shares; 2025Q4: 12,832 shares; 2026Q1: 12,727 shares 12,727 $1.8M 0.01% -105 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,940 shares; 2024Q4: 43,620 shares; 2025Q1: 45,347 shares; 2025Q2: 51,355 shares; 2025Q3: 54,213 shares; 2025Q4: 51,467 shares; 2026Q1: 75,443 shares 75,443 $1.8M 0.01% +23,976 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,641 shares; 2024Q4: 6,486 shares; 2025Q1: 6,429 shares; 2025Q2: 6,009 shares; 2025Q3: 6,146 shares; 2025Q4: 4,804 shares; 2026Q1: 5,005 shares 5,005 $1.8M 0.01% +201 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,190 shares; 2024Q4: 35,804 shares; 2025Q1: 33,597 shares; 2025Q2: 30,985 shares; 2025Q3: 29,740 shares; 2025Q4: 29,128 shares; 2026Q1: 29,022 shares 29,022 $1.79M 0.01% -106 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,676 shares; 2024Q4: 13,699 shares; 2025Q1: 15,313 shares; 2025Q2: 17,523 shares; 2025Q3: 18,441 shares; 2025Q4: 19,330 shares; 2026Q1: 21,321 shares 21,321 $1.78M 0.01% +1,991 Timeline GDX 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: 1,794 shares; 2024Q4: 3,226 shares; 2025Q1: 3,961 shares; 2025Q2: 4,207 shares; 2025Q3: 8,258 shares; 2025Q4: 22,904 shares; 2026Q1: 19,301 shares 19,301 $1.77M 0.01% -3,603 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 5,837 shares; 2025Q1: 5,933 shares; 2025Q2: 18,732 shares; 2025Q3: 19,871 shares; 2025Q4: not reported; 2026Q1: 21,661 shares 21,661 $1.77M 0.01% new 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: 91 shares; 2024Q4: 111 shares; 2025Q1: 126 shares; 2025Q2: 5,529 shares; 2025Q3: 5,397 shares; 2025Q4: 5,274 shares; 2026Q1: 5,032 shares 5,032 $1.77M 0.01% -242 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,221 shares; 2025Q1: 2,540 shares; 2025Q2: 2,713 shares; 2025Q3: 2,965 shares; 2025Q4: 3,423 shares; 2026Q1: 6,210 shares 6,210 $1.75M 0.01% +2,787 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,101 shares; 2024Q4: 7,716 shares; 2025Q1: 22,558 shares; 2025Q2: 24,279 shares; 2025Q3: 50,501 shares; 2025Q4: 49,680 shares; 2026Q1: 33,754 shares 33,754 $1.73M 0.01% -15,926 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,515 shares; 2025Q1: 4,283 shares; 2025Q2: 4,893 shares; 2025Q3: 4,830 shares; 2025Q4: 5,605 shares; 2026Q1: 10,942 shares 10,942 $1.72M 0.01% +5,337 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,807 shares; 2025Q1: 2,446 shares; 2025Q2: 2,548 shares; 2025Q3: 2,725 shares; 2025Q4: 7,548 shares; 2026Q1: 9,550 shares 9,550 $1.72M 0.01% +2,002 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 631 shares; 2025Q1: 638 shares; 2025Q2: 5,631 shares; 2025Q3: 5,779 shares; 2025Q4: 6,467 shares; 2026Q1: 6,428 shares 6,428 $1.71M 0.01% -39 Timeline HYDW 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: 9,085 shares; 2024Q4: 9,821 shares; 2025Q1: 41,679 shares; 2025Q2: 37,019 shares; 2025Q3: 37,033 shares; 2025Q4: 36,436 shares; 2026Q1: 36,658 shares 36,658 $1.71M 0.01% +222 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 10,823 shares; 2025Q1: 8,344 shares; 2025Q2: 13,083 shares; 2025Q3: 16,860 shares; 2025Q4: 18,491 shares; 2026Q1: 22,916 shares 22,916 $1.71M 0.01% +4,425 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,267 shares; 2024Q4: 14,772 shares; 2025Q1: 13,321 shares; 2025Q2: 16,894 shares; 2025Q3: 15,806 shares; 2025Q4: 15,545 shares; 2026Q1: 14,391 shares 14,391 $1.71M 0.01% -1,154 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,829 shares; 2025Q1: 113,739 shares; 2025Q2: 76,289 shares; 2025Q3: 44,288 shares; 2025Q4: 34,807 shares; 2026Q1: 30,541 shares 30,541 $1.71M 0.01% -4,266 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,809 shares; 2024Q4: 7,954 shares; 2025Q1: 8,424 shares; 2025Q2: 9,368 shares; 2025Q3: 9,494 shares; 2025Q4: 11,920 shares; 2026Q1: 15,093 shares 15,093 $1.7M 0.01% +3,173 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,650 shares; 2024Q4: 94,203 shares; 2025Q1: 88,138 shares; 2025Q2: 98,398 shares; 2025Q3: 97,773 shares; 2025Q4: 94,604 shares; 2026Q1: 90,158 shares 90,158 $1.69M 0.01% -4,446 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 10,919 shares; 2025Q1: 15,678 shares; 2025Q2: 17,090 shares; 2025Q3: 16,967 shares; 2025Q4: 17,341 shares; 2026Q1: 17,319 shares 17,319 $1.69M 0.01% -22 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 6,675 shares; 2025Q1: 5,720 shares; 2025Q2: 6,530 shares; 2025Q3: 6,439 shares; 2025Q4: 6,863 shares; 2026Q1: 8,046 shares 8,046 $1.69M 0.01% +1,183 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,461 shares 8,461 $1.67M 0.01% new Timeline SHV 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: 26,220 shares; 2024Q4: 24,741 shares; 2025Q1: 25,392 shares; 2025Q2: 24,311 shares; 2025Q3: 24,243 shares; 2025Q4: 16,458 shares; 2026Q1: 15,100 shares 15,100 $1.67M 0.01% -1,358 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 9,474 shares; 2025Q1: 9,181 shares; 2025Q2: 59,919 shares; 2025Q3: 59,919 shares; 2025Q4: 73,586 shares; 2026Q1: 75,979 shares 75,979 $1.66M 0.01% +2,393 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,975 shares; 2024Q4: 3,718 shares; 2025Q1: 3,119 shares; 2025Q2: 4,949 shares; 2025Q3: 5,087 shares; 2025Q4: 4,838 shares; 2026Q1: 5,687 shares 5,687 $1.65M 0.01% +849 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 4,441 shares; 2025Q1: 3,965 shares; 2025Q2: 21,061 shares; 2025Q3: 27,749 shares; 2025Q4: 24,180 shares; 2026Q1: 27,649 shares 27,649 $1.63M 0.01% +3,469 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,152 shares; 2025Q1: 3,874 shares; 2025Q2: 1,985 shares; 2025Q3: 2,159 shares; 2025Q4: 32,068 shares; 2026Q1: 8,244 shares 8,244 $1.63M 0.01% -23,824 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 2,576 shares; 2025Q1: 2,586 shares; 2025Q2: 24,847 shares; 2025Q3: 26,352 shares; 2025Q4: 27,594 shares; 2026Q1: 28,549 shares 28,549 $1.63M 0.01% +955 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 9,105 shares; 2025Q1: 9,039 shares; 2025Q2: 13,956 shares; 2025Q3: 9,871 shares; 2025Q4: 16,667 shares; 2026Q1: 15,799 shares 15,799 $1.62M 0.01% -868 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,355 shares; 2024Q4: 19,661 shares; 2025Q1: 19,477 shares; 2025Q2: 15,382 shares; 2025Q3: 17,946 shares; 2025Q4: 17,555 shares; 2026Q1: 16,075 shares 16,075 $1.62M 0.01% -1,480 Timeline AIRR 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: 427 shares; 2024Q4: 428 shares; 2025Q1: 428 shares; 2025Q2: 21,444 shares; 2025Q3: 21,094 shares; 2025Q4: 15,215 shares; 2026Q1: 14,543 shares 14,543 $1.61M 0.01% -672 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 3,897 shares; 2025Q1: 3,822 shares; 2025Q2: 4,653 shares; 2025Q3: 5,134 shares; 2025Q4: 6,050 shares; 2026Q1: 9,252 shares 9,252 $1.6M 0.01% +3,202 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 712 shares; 2025Q1: 955 shares; 2025Q2: 3,770 shares; 2025Q3: 3,093 shares; 2025Q4: 4,490 shares; 2026Q1: 5,916 shares 5,916 $1.6M 0.01% +1,426 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,801 shares; 2024Q4: 22,834 shares; 2025Q1: 23,219 shares; 2025Q2: 25,479 shares; 2025Q3: 26,167 shares; 2025Q4: 29,274 shares; 2026Q1: 32,595 shares 32,595 $1.6M 0.01% +3,321 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: 1,480 shares; 2025Q2: 5,854 shares; 2025Q3: 18,159 shares; 2025Q4: 29,539 shares; 2026Q1: 44,316 shares 44,316 $1.59M 0.01% +14,777 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 4,717 shares; 2025Q1: 4,776 shares; 2025Q2: 5,032 shares; 2025Q3: 5,034 shares; 2025Q4: 4,990 shares; 2026Q1: 4,930 shares 4,930 $1.58M 0.01% -60 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 46,039 shares; 2025Q4: 65,121 shares; 2026Q1: 65,246 shares 65,246 $1.56M 0.01% +125 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,735 shares; 2025Q1: 3,677 shares; 2025Q2: 3,772 shares; 2025Q3: 4,011 shares; 2025Q4: 3,864 shares; 2026Q1: 4,496 shares 4,496 $1.55M 0.01% +632 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 6,647 shares; 2025Q1: 6,586 shares; 2025Q2: 7,325 shares; 2025Q3: 11,389 shares; 2025Q4: 8,526 shares; 2026Q1: 13,560 shares 13,560 $1.55M 0.01% +5,034 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: 2,839 shares; 2024Q4: 7,617 shares; 2025Q1: 7,617 shares; 2025Q2: 10,543 shares; 2025Q3: 10,762 shares; 2025Q4: 10,720 shares; 2026Q1: 10,679 shares 10,679 $1.55M 0.01% -41 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 12,927 shares; 2025Q1: 51,783 shares; 2025Q2: 56,896 shares; 2025Q3: 59,698 shares; 2025Q4: 60,788 shares; 2026Q1: 63,339 shares 63,339 $1.54M 0.01% +2,551 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,864 shares; 2024Q4: 6,780 shares; 2025Q1: 7,016 shares; 2025Q2: 10,839 shares; 2025Q3: 13,041 shares; 2025Q4: 14,532 shares; 2026Q1: 16,671 shares 16,671 $1.53M 0.01% +2,139 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 10,777 shares; 2025Q1: 10,221 shares; 2025Q2: 11,760 shares; 2025Q3: 11,884 shares; 2025Q4: 11,877 shares; 2026Q1: 16,614 shares 16,614 $1.53M 0.01% +4,737 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 7,558 shares; 2025Q1: 7,303 shares; 2025Q2: 14,217 shares; 2025Q3: 14,129 shares; 2025Q4: 7,482 shares; 2026Q1: 11,906 shares 11,906 $1.52M 0.01% +4,424 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 483 shares; 2025Q1: 507 shares; 2025Q2: 3,743 shares; 2025Q3: 3,882 shares; 2025Q4: 3,928 shares; 2026Q1: 4,079 shares 4,079 $1.48M 0.01% +151 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,814 shares; 2025Q1: 2,711 shares; 2025Q2: 3,727 shares; 2025Q3: 5,856 shares; 2025Q4: 7,331 shares; 2026Q1: 11,731 shares 11,731 $1.48M 0.01% +4,400 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,844 shares; 2025Q1: 6,149 shares; 2025Q2: 10,712 shares; 2025Q3: 10,077 shares; 2025Q4: 12,862 shares; 2026Q1: 13,043 shares 13,043 $1.48M 0.01% +181 Timeline KMAY 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: 871,355 shares; 2025Q3: 83,579 shares; 2025Q4: 77,428 shares; 2026Q1: 51,077 shares 51,077 $1.47M 0.01% -26,351 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,355 shares; 2025Q1: 1,519 shares; 2025Q2: 1,939 shares; 2025Q3: 2,964 shares; 2025Q4: 10,886 shares; 2026Q1: 12,336 shares 12,336 $1.46M 0.01% +1,450 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 9,292 shares; 2025Q1: 9,294 shares; 2025Q2: 9,298 shares; 2025Q3: 9,382 shares; 2025Q4: 9,383 shares; 2026Q1: 9,423 shares 9,423 $1.45M 0.01% +40 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,810 shares; 2024Q4: 34,717 shares; 2025Q1: 34,364 shares; 2025Q2: 37,437 shares; 2025Q3: 34,329 shares; 2025Q4: 39,075 shares; 2026Q1: 44,391 shares 44,391 $1.42M 0.01% +5,316 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 10,844 shares; 2025Q1: 11,693 shares; 2025Q2: 14,599 shares; 2025Q3: 15,022 shares; 2025Q4: 16,775 shares; 2026Q1: 17,552 shares 17,552 $1.42M 0.01% +777 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 11,484 shares; 2025Q1: 11,402 shares; 2025Q2: 11,694 shares; 2025Q3: 10,766 shares; 2025Q4: 12,411 shares; 2026Q1: 14,577 shares 14,577 $1.42M 0.01% +2,166 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,562 shares; 2024Q4: 5,913 shares; 2025Q1: 6,303 shares; 2025Q2: 10,270 shares; 2025Q3: 10,530 shares; 2025Q4: 11,816 shares; 2026Q1: 10,792 shares 10,792 $1.41M 0.01% -1,024 Timeline BYLD 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: 86,152 shares; 2024Q4: 82,482 shares; 2025Q1: 60,182 shares; 2025Q2: 60,174 shares; 2025Q3: 61,372 shares; 2025Q4: 61,249 shares; 2026Q1: 62,520 shares 62,520 $1.41M 0.01% +1,271 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 4,944 shares; 2025Q1: 5,143 shares; 2025Q2: 6,415 shares; 2025Q3: 6,831 shares; 2025Q4: 8,476 shares; 2026Q1: 15,216 shares 15,216 $1.41M 0.01% +6,740 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 556 shares; 2025Q1: 636 shares; 2025Q2: 15,261 shares; 2025Q3: 15,480 shares; 2025Q4: 14,620 shares; 2026Q1: 15,203 shares 15,203 $1.4M 0.01% +583 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 3,861 shares; 2025Q1: 4,037 shares; 2025Q2: 4,021 shares; 2025Q3: 4,192 shares; 2025Q4: 4,281 shares; 2026Q1: 5,092 shares 5,092 $1.4M 0.01% +811 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: 45,261 shares; 2024Q4: 44,754 shares; 2025Q1: 42,327 shares; 2025Q2: 31,154 shares; 2025Q3: 29,581 shares; 2025Q4: 26,869 shares; 2026Q1: 26,027 shares 26,027 $1.39M 0.01% -842 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,438 shares; 2025Q1: 2,568 shares; 2025Q2: 5,241 shares; 2025Q3: 5,565 shares; 2025Q4: 8,990 shares; 2026Q1: 9,496 shares 9,496 $1.39M 0.01% +506 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,008 shares; 2024Q4: 3,450 shares; 2025Q1: 2,518 shares; 2025Q2: 4,823 shares; 2025Q3: 10,631 shares; 2025Q4: 14,127 shares; 2026Q1: 20,082 shares 20,082 $1.39M 0.01% +5,955 Timeline IAGG 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: 42,257 shares; 2024Q4: 37,314 shares; 2025Q1: 35,271 shares; 2025Q2: 33,928 shares; 2025Q3: 31,872 shares; 2025Q4: 29,523 shares; 2026Q1: 27,616 shares 27,616 $1.38M 0.01% -1,907 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,788 shares; 2024Q4: 23,697 shares; 2025Q1: 22,387 shares; 2025Q2: 22,852 shares; 2025Q3: 23,997 shares; 2025Q4: 25,309 shares; 2026Q1: 25,848 shares 25,848 $1.38M 0.01% +539 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 7,122 shares; 2025Q1: 7,189 shares; 2025Q2: 8,152 shares; 2025Q3: 6,193 shares; 2025Q4: 6,530 shares; 2026Q1: 6,610 shares 6,610 $1.37M 0.01% +80 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,173 shares; 2024Q4: 28,597 shares; 2025Q1: 28,171 shares; 2025Q2: 25,316 shares; 2025Q3: 22,200 shares; 2025Q4: 20,806 shares; 2026Q1: 20,275 shares 20,275 $1.37M 0.01% -531 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 2,318 shares; 2025Q1: 2,208 shares; 2025Q2: 5,069 shares; 2025Q3: 5,275 shares; 2025Q4: 6,043 shares; 2026Q1: 5,361 shares 5,361 $1.36M 0.01% -682 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 19,800 shares; 2025Q1: 16,845 shares; 2025Q2: 34,230 shares; 2025Q3: 32,103 shares; 2025Q4: 24,608 shares; 2026Q1: 30,071 shares 30,071 $1.36M 0.01% +5,463 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,648 shares; 2025Q1: 5,723 shares; 2025Q2: 13,294 shares; 2025Q3: 17,653 shares; 2025Q4: 17,901 shares; 2026Q1: 18,543 shares 18,543 $1.35M 0.01% +642 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,321 shares; 2024Q4: 7,975 shares; 2025Q1: 7,967 shares; 2025Q2: 9,427 shares; 2025Q3: 9,862 shares; 2025Q4: 9,916 shares; 2026Q1: 16,398 shares 16,398 $1.34M 0.01% +6,482 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,832 shares; 2024Q4: 9,999 shares; 2025Q1: 9,440 shares; 2025Q2: 11,950 shares; 2025Q3: 11,932 shares; 2025Q4: 18,286 shares; 2026Q1: 18,780 shares 18,780 $1.34M 0.01% +494 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,437 shares; 2024Q4: 170,106 shares; 2025Q1: 155,224 shares; 2025Q2: 155,519 shares; 2025Q3: 156,382 shares; 2025Q4: 113,077 shares; 2026Q1: 113,629 shares 113,629 $1.32M 0.01% +552 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 6,547 shares; 2025Q1: 6,615 shares; 2025Q2: 11,746 shares; 2025Q3: 12,139 shares; 2025Q4: 13,312 shares; 2026Q1: 13,080 shares 13,080 $1.32M 0.01% -232 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,658 shares; 2024Q4: 2,738 shares; 2025Q1: 2,630 shares; 2025Q2: 2,738 shares; 2025Q3: 3,340 shares; 2025Q4: 3,184 shares; 2026Q1: 6,679 shares 6,679 $1.3M 0.01% +3,495 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,113 shares; 2024Q4: 15,585 shares; 2025Q1: 16,448 shares; 2025Q2: 40,485 shares; 2025Q3: 40,544 shares; 2025Q4: 41,086 shares; 2026Q1: 41,186 shares 41,186 $1.3M 0.01% +100 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 3,903 shares; 2025Q1: 3,922 shares; 2025Q2: 4,507 shares; 2025Q3: 4,595 shares; 2025Q4: 4,775 shares; 2026Q1: 4,744 shares 4,744 $1.3M 0.01% -31 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,710 shares; 2025Q1: 4,948 shares; 2025Q2: 3,748 shares; 2025Q3: 4,087 shares; 2025Q4: 24,589 shares; 2026Q1: 23,789 shares 23,789 $1.3M 0.01% -800 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,314 shares; 2024Q4: 43,276 shares; 2025Q1: 42,063 shares; 2025Q2: 43,231 shares; 2025Q3: 51,239 shares; 2025Q4: 48,577 shares; 2026Q1: 67,446 shares 67,446 $1.3M 0.01% +18,869 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 17,587 shares; 2025Q1: 13,544 shares; 2025Q2: 13,373 shares; 2025Q3: 13,681 shares; 2025Q4: 17,255 shares; 2026Q1: 15,962 shares 15,962 $1.28M 0.01% -1,293 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,654 shares; 2024Q4: 2,188 shares; 2025Q1: 2,074 shares; 2025Q2: 2,770 shares; 2025Q3: 3,346 shares; 2025Q4: 3,809 shares; 2026Q1: 4,201 shares 4,201 $1.28M 0.01% +392 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: 1,237 shares; 2024Q4: 1,189 shares; 2025Q1: 1,228 shares; 2025Q2: 12,227 shares; 2025Q3: 12,270 shares; 2025Q4: 24,542 shares; 2026Q1: 24,602 shares 24,602 $1.28M 0.01% +60 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 15,150 shares; 2025Q1: 14,140 shares; 2025Q2: 14,568 shares; 2025Q3: 14,396 shares; 2025Q4: 13,601 shares; 2026Q1: 13,126 shares 13,126 $1.27M 0.01% -475 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,560 shares; 2024Q4: 4,133 shares; 2025Q1: 4,387 shares; 2025Q2: 10,656 shares; 2025Q3: 18,951 shares; 2025Q4: 33,670 shares; 2026Q1: 38,437 shares 38,437 $1.26M 0.01% +4,767 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,841 shares; 2024Q4: 19,360 shares; 2025Q1: 21,934 shares; 2025Q2: 23,246 shares; 2025Q3: 24,383 shares; 2025Q4: 27,020 shares; 2026Q1: 33,523 shares 33,523 $1.25M 0.01% +6,503 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,418 shares; 2024Q4: 14,364 shares; 2025Q1: 12,754 shares; 2025Q2: 12,698 shares; 2025Q3: 16,998 shares; 2025Q4: 14,524 shares; 2026Q1: 27,763 shares 27,763 $1.24M 0.01% +13,239 Timeline CMF 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: 5,525 shares; 2024Q4: 19,273 shares; 2025Q1: 15,660 shares; 2025Q2: 15,729 shares; 2025Q3: 18,492 shares; 2025Q4: 20,316 shares; 2026Q1: 21,661 shares 21,661 $1.23M 0.01% +1,345 Timeline IBTK 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: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 57,294 shares; 2025Q3: 57,294 shares; 2025Q4: 62,321 shares; 2026Q1: 62,321 shares 62,321 $1.23M <0.01% 0 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: 5,686 shares; 2024Q4: 317,736 shares; 2025Q1: 246,086 shares; 2025Q2: 193,895 shares; 2025Q3: 124,147 shares; 2025Q4: 113,897 shares; 2026Q1: 121,793 shares 121,793 $1.22M <0.01% +7,896 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 17 shares; 2025Q1: 22 shares; 2025Q2: 7,343 shares; 2025Q3: 7,290 shares; 2025Q4: 7,053 shares; 2026Q1: 6,597 shares 6,597 $1.22M <0.01% -456 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 16,690 shares; 2025Q1: 13,695 shares; 2025Q2: 10,708 shares; 2025Q3: 6,862 shares; 2025Q4: 6,310 shares; 2026Q1: 6,146 shares 6,146 $1.22M <0.01% -164 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,887 shares; 2024Q4: 20,305 shares; 2025Q1: 20,313 shares; 2025Q2: 23,066 shares; 2025Q3: 20,948 shares; 2025Q4: 21,655 shares; 2026Q1: 20,532 shares 20,532 $1.22M <0.01% -1,123 Timeline BSJQ 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: 28,634 shares; 2024Q4: 52,785 shares; 2025Q1: 52,787 shares; 2025Q2: 52,787 shares; 2025Q3: 52,987 shares; 2025Q4: 52,384 shares; 2026Q1: 52,384 shares 52,384 $1.21M <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 4,429 shares; 2025Q1: 6,523 shares; 2025Q2: 4,940 shares; 2025Q3: 5,656 shares; 2025Q4: 11,971 shares; 2026Q1: 11,125 shares 11,125 $1.21M <0.01% -846 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,895 shares; 2025Q1: 4,036 shares; 2025Q2: 4,211 shares; 2025Q3: 5,085 shares; 2025Q4: 4,385 shares; 2026Q1: 5,568 shares 5,568 $1.21M <0.01% +1,183 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,380 shares; 2024Q4: 4,372 shares; 2025Q1: 4,522 shares; 2025Q2: 4,701 shares; 2025Q3: 4,803 shares; 2025Q4: 5,065 shares; 2026Q1: 4,819 shares 4,819 $1.2M <0.01% -246 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,096 shares; 2024Q4: 29,243 shares; 2025Q1: 28,304 shares; 2025Q2: 29,434 shares; 2025Q3: 26,802 shares; 2025Q4: 25,840 shares; 2026Q1: 25,817 shares 25,817 $1.19M <0.01% -23 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 1,165 shares; 2025Q1: 1,065 shares; 2025Q2: 1,497 shares; 2025Q3: 1,680 shares; 2025Q4: 1,882 shares; 2026Q1: 2,025 shares 2,025 $1.19M <0.01% +143 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 12,400 shares; 2025Q1: 15,815 shares; 2025Q2: 12,434 shares; 2025Q3: 12,612 shares; 2025Q4: 25,938 shares; 2026Q1: 26,265 shares 26,265 $1.19M <0.01% +327 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 584 shares; 2025Q1: 795 shares; 2025Q2: 1,442 shares; 2025Q3: 1,522 shares; 2025Q4: 2,396 shares; 2026Q1: 4,001 shares 4,001 $1.19M <0.01% +1,605 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,179 shares; 2025Q1: 14 shares; 2025Q2: 8,664 shares; 2025Q3: 30,756 shares; 2025Q4: 51,697 shares; 2026Q1: 58,051 shares 58,051 $1.18M <0.01% +6,354 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,714 shares; 2025Q1: 10,099 shares; 2025Q2: 18,259 shares; 2025Q3: 21,129 shares; 2025Q4: 23,770 shares; 2026Q1: 25,437 shares 25,437 $1.18M <0.01% +1,667 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 683 shares; 2025Q1: 714 shares; 2025Q2: 1,446 shares; 2025Q3: 3,299 shares; 2025Q4: 17,350 shares; 2026Q1: 14,687 shares 14,687 $1.18M <0.01% -2,663 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,970 shares; 2024Q4: 4,341 shares; 2025Q1: 4,389 shares; 2025Q2: 5,010 shares; 2025Q3: 4,993 shares; 2025Q4: 4,979 shares; 2026Q1: 5,220 shares 5,220 $1.17M <0.01% +241 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 3,771 shares; 2025Q1: 3,978 shares; 2025Q2: 4,345 shares; 2025Q3: 4,332 shares; 2025Q4: 5,038 shares; 2026Q1: 5,534 shares 5,534 $1.17M <0.01% +496 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,364 shares; 2025Q1: 1,444 shares; 2025Q2: 39,821 shares; 2025Q3: 12,346 shares; 2025Q4: 12,545 shares; 2026Q1: 13,483 shares 13,483 $1.16M <0.01% +938 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,296 shares; 2024Q4: 32,990 shares; 2025Q1: 19,740 shares; 2025Q2: 19,474 shares; 2025Q3: 16,874 shares; 2025Q4: 21,826 shares; 2026Q1: 21,844 shares 21,844 $1.16M <0.01% +18 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,120 shares; 2025Q1: 2,173 shares; 2025Q2: 2,108 shares; 2025Q3: 2,290 shares; 2025Q4: 2,595 shares; 2026Q1: 3,589 shares 3,589 $1.16M <0.01% +994 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,396 shares; 2024Q4: 4,928 shares; 2025Q1: 4,934 shares; 2025Q2: 4,934 shares; 2025Q3: 5,887 shares; 2025Q4: 6,488 shares; 2026Q1: 4,632 shares 4,632 $1.15M <0.01% -1,856 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,225 shares; 2025Q2: 2,376 shares; 2025Q3: 2,729 shares; 2025Q4: 1,925 shares; 2026Q1: 3,107 shares 3,107 $1.15M <0.01% +1,182 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 6,471 shares; 2025Q1: 7,276 shares; 2025Q2: 6,828 shares; 2025Q3: 6,572 shares; 2025Q4: 6,598 shares; 2026Q1: 6,635 shares 6,635 $1.15M <0.01% +37 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 14,206 shares; 2025Q1: 13,960 shares; 2025Q2: 18,189 shares; 2025Q3: 18,238 shares; 2025Q4: 18,216 shares; 2026Q1: 18,243 shares 18,243 $1.15M <0.01% +27 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 1,288 shares; 2025Q1: 1,866 shares; 2025Q2: 5,813 shares; 2025Q3: 5,237 shares; 2025Q4: 5,241 shares; 2026Q1: 4,844 shares 4,844 $1.14M <0.01% -397 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,136 shares; 2024Q4: 17,566 shares; 2025Q1: 16,064 shares; 2025Q2: 16,410 shares; 2025Q3: 13,197 shares; 2025Q4: 13,120 shares; 2026Q1: 12,461 shares 12,461 $1.14M <0.01% -659 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: 17,650 shares; 2025Q4: 35,252 shares; 2026Q1: 45,288 shares 45,288 $1.14M <0.01% +10,036 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,222 shares; 2024Q4: 29,530 shares; 2025Q1: 28,648 shares; 2025Q2: 31,307 shares; 2025Q3: 30,475 shares; 2025Q4: 28,746 shares; 2026Q1: 30,144 shares 30,144 $1.13M <0.01% +1,398 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,444 shares; 2025Q1: 1,441 shares; 2025Q2: 2,422 shares; 2025Q3: 2,530 shares; 2025Q4: 5,326 shares; 2026Q1: 5,384 shares 5,384 $1.13M <0.01% +58 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 166 shares; 2025Q1: 135 shares; 2025Q2: 2,980 shares; 2025Q3: 5,009 shares; 2025Q4: 6,439 shares; 2026Q1: 8,507 shares 8,507 $1.12M <0.01% +2,068 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 761 shares; 2025Q1: 873 shares; 2025Q2: 6,457 shares; 2025Q3: 6,572 shares; 2025Q4: 6,878 shares; 2026Q1: 6,852 shares 6,852 $1.12M <0.01% -26 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: 1,561 shares; 2025Q1: 1,576 shares; 2025Q2: 5,456 shares; 2025Q3: 8,510 shares; 2025Q4: 9,213 shares; 2026Q1: 8,132 shares 8,132 $1.12M <0.01% -1,081 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,580 shares; 2024Q4: 22,719 shares; 2025Q1: 45,640 shares; 2025Q2: 69,507 shares; 2025Q3: 69,692 shares; 2025Q4: 49,765 shares; 2026Q1: 49,576 shares 49,576 $1.11M <0.01% -189 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,106 shares; 2024Q4: 9,124 shares; 2025Q1: 15,333 shares; 2025Q2: 22,359 shares; 2025Q3: 22,394 shares; 2025Q4: 32,569 shares; 2026Q1: 31,287 shares 31,287 $1.11M <0.01% -1,282 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 4,314 shares; 2025Q1: 22,632 shares; 2025Q2: 22,286 shares; 2025Q3: 23,235 shares; 2025Q4: 23,093 shares; 2026Q1: 23,756 shares 23,756 $1.11M <0.01% +663 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 4,997 shares; 2025Q1: 4,792 shares; 2025Q2: 15,896 shares; 2025Q3: 16,204 shares; 2025Q4: 17,392 shares; 2026Q1: 18,898 shares 18,898 $1.1M <0.01% +1,506 Timeline TIP 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: 36,421 shares; 2024Q4: 22,092 shares; 2025Q1: 17,493 shares; 2025Q2: 15,674 shares; 2025Q3: 15,812 shares; 2025Q4: 9,871 shares; 2026Q1: 9,951 shares 9,951 $1.1M <0.01% +80 Timeline 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: 1,216 shares; 2024Q4: 1,146 shares; 2025Q1: 1,037 shares; 2025Q2: 1,051 shares; 2025Q3: 1,325 shares; 2025Q4: 14,832 shares; 2026Q1: 13,819 shares 13,819 $1.1M <0.01% -1,013 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 4,355 shares; 2025Q1: 9,009 shares; 2025Q2: 8,649 shares; 2025Q3: 8,644 shares; 2025Q4: 8,175 shares; 2026Q1: 9,756 shares 9,756 $1.1M <0.01% +1,581 Timeline DFIP 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: 27,980 shares; 2024Q4: 25,786 shares; 2025Q1: 25,971 shares; 2025Q2: 26,199 shares; 2025Q3: 25,869 shares; 2025Q4: 26,187 shares; 2026Q1: 26,065 shares 26,065 $1.09M <0.01% -122 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,206 shares; 2025Q1: 2,207 shares; 2025Q2: 118,283 shares; 2025Q3: 118,284 shares; 2025Q4: 125,244 shares; 2026Q1: 125,049 shares 125,049 $1.08M <0.01% -195 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 2,509 shares; 2025Q1: 2,457 shares; 2025Q2: 8,804 shares; 2025Q3: 9,031 shares; 2025Q4: 8,954 shares; 2026Q1: 9,197 shares 9,197 $1.08M <0.01% +243 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 590 shares; 2025Q1: 654 shares; 2025Q2: 1,209 shares; 2025Q3: 1,223 shares; 2025Q4: 1,293 shares; 2026Q1: 1,484 shares 1,484 $1.08M <0.01% +191 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,707 shares; 2024Q4: 17,907 shares; 2025Q1: 17,408 shares; 2025Q2: 17,755 shares; 2025Q3: 15,556 shares; 2025Q4: 17,178 shares; 2026Q1: 17,798 shares 17,798 $1.08M <0.01% +620 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: 484 shares; 2024Q4: 484 shares; 2025Q1: 612 shares; 2025Q2: 15,831 shares; 2025Q3: 15,446 shares; 2025Q4: 13,773 shares; 2026Q1: 12,724 shares 12,724 $1.07M <0.01% -1,049 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 4,015 shares; 2025Q1: 4,036 shares; 2025Q2: 4,179 shares; 2025Q3: 2,735 shares; 2025Q4: 2,706 shares; 2026Q1: 2,632 shares 2,632 $1.07M <0.01% -74 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,092 shares; 2025Q1: 6,246 shares; 2025Q2: 6,924 shares; 2025Q3: 7,055 shares; 2025Q4: 7,069 shares; 2026Q1: 7,398 shares 7,398 $1.07M <0.01% +329 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 8,141 shares; 2025Q1: 8,340 shares; 2025Q2: 50,699 shares; 2025Q3: 28,244 shares; 2025Q4: 18,674 shares; 2026Q1: 17,052 shares 17,052 $1.07M <0.01% -1,622 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,468 shares; 2024Q4: 19,912 shares; 2025Q1: 21,773 shares; 2025Q2: 24,034 shares; 2025Q3: 15,695 shares; 2025Q4: 28,408 shares; 2026Q1: 22,208 shares 22,208 $1.07M <0.01% -6,200 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,848 shares; 2024Q4: 14,595 shares; 2025Q1: 13,844 shares; 2025Q2: 12,785 shares; 2025Q3: 12,598 shares; 2025Q4: 12,816 shares; 2026Q1: 12,506 shares 12,506 $1.06M <0.01% -310 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 94,012 shares 94,012 $1.06M <0.01% +92,707 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 286 shares; 2025Q1: 333 shares; 2025Q2: 737 shares; 2025Q3: 784 shares; 2025Q4: 995 shares; 2026Q1: 1,508 shares 1,508 $1.06M <0.01% +513 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 61,571 shares; 2025Q1: 50,488 shares; 2025Q2: 32,409 shares; 2025Q3: 17,334 shares; 2025Q4: 14,420 shares; 2026Q1: 12,208 shares 12,208 $1.06M <0.01% -2,212 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,469 shares; 2024Q4: 20,471 shares; 2025Q1: 22,263 shares; 2025Q2: 32,992 shares; 2025Q3: 34,545 shares; 2025Q4: 31,899 shares; 2026Q1: 40,860 shares 40,860 $1.06M <0.01% +8,961 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 636 shares; 2025Q1: 771 shares; 2025Q2: 874 shares; 2025Q3: 1,511 shares; 2025Q4: 1,820 shares; 2026Q1: 7,739 shares 7,739 $1.05M <0.01% +5,919 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,079 shares; 2024Q4: 12,906 shares; 2025Q1: 13,309 shares; 2025Q2: 18,403 shares; 2025Q3: 20,868 shares; 2025Q4: 20,033 shares; 2026Q1: 20,738 shares 20,738 $1.04M <0.01% +705 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,142 shares; 2024Q4: 25,674 shares; 2025Q1: 25,705 shares; 2025Q2: 33,851 shares; 2025Q3: 37,058 shares; 2025Q4: 31,028 shares; 2026Q1: 31,004 shares 31,004 $1.04M <0.01% -24 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,710 shares; 2025Q1: 3,938 shares; 2025Q2: 10,855 shares; 2025Q3: 11,063 shares; 2025Q4: 4,979 shares; 2026Q1: 4,779 shares 4,779 $1.04M <0.01% -200 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,589 shares; 2024Q4: 11,589 shares; 2025Q1: 21,219 shares; 2025Q2: 21,005 shares; 2025Q3: 21,012 shares; 2025Q4: 21,019 shares; 2026Q1: 20,988 shares 20,988 $1.03M <0.01% -31 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,614 shares; 2025Q1: 2,968 shares; 2025Q2: 7,566 shares; 2025Q3: 8,151 shares; 2025Q4: 9,666 shares; 2026Q1: 8,843 shares 8,843 $1.02M <0.01% -823 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 493 shares; 2025Q1: 502 shares; 2025Q2: 4,886 shares; 2025Q3: 5,126 shares; 2025Q4: 5,014 shares; 2026Q1: 5,222 shares 5,222 $1.02M <0.01% +208 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,648 shares; 2024Q4: 1,647 shares; 2025Q1: 1,646 shares; 2025Q2: 11,656 shares; 2025Q3: 12,426 shares; 2025Q4: 17,459 shares; 2026Q1: 18,829 shares 18,829 $1.01M <0.01% +1,370 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 19,205 shares; 2025Q3: 19,287 shares; 2025Q4: 19,290 shares; 2026Q1: 63,048 shares 63,048 $1.01M <0.01% +43,758 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,876 shares; 2025Q1: 2,707 shares; 2025Q2: 6,392 shares; 2025Q3: 6,028 shares; 2025Q4: 11,314 shares; 2026Q1: 15,865 shares 15,865 $1.01M <0.01% +4,551 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 1,135 shares; 2025Q1: 1,401 shares; 2025Q2: 33,464 shares; 2025Q3: 31,119 shares; 2025Q4: 19,290 shares; 2026Q1: 14,564 shares 14,564 $1.01M <0.01% -4,726 Timeline IMAR 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: 2,975 shares; 2025Q2: 594,742 shares; 2025Q3: 57,091 shares; 2025Q4: 52,694 shares; 2026Q1: 34,654 shares 34,654 $1.01M <0.01% -18,040 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,657 shares; 2025Q3: 11,908 shares; 2025Q4: 16,709 shares; 2026Q1: 15,551 shares 15,551 $999K <0.01% -1,158 Timeline QLD 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: 1,038 shares; 2024Q4: 1,039 shares; 2025Q1: 1,137 shares; 2025Q2: 8,132 shares; 2025Q3: 8,133 shares; 2025Q4: 16,266 shares; 2026Q1: 16,267 shares 16,267 $992K <0.01% +1 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,688 shares; 2026Q1: 13,016 shares 13,016 $991K <0.01% -18,672 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,821 shares; 2025Q1: 3,072 shares; 2025Q2: 2,321 shares; 2025Q3: 4,763 shares; 2025Q4: 4,738 shares; 2026Q1: 6,222 shares 6,222 $979K <0.01% +1,484 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,629 shares; 2024Q4: 97,219 shares; 2025Q1: 89,908 shares; 2025Q2: 70,040 shares; 2025Q3: 63,070 shares; 2025Q4: 59,604 shares; 2026Q1: 43,577 shares 43,577 $974K <0.01% -16,027 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,302 shares; 2024Q4: 6,518 shares; 2025Q1: 6,598 shares; 2025Q2: 8,284 shares; 2025Q3: 7,820 shares; 2025Q4: 6,561 shares; 2026Q1: 6,792 shares 6,792 $973K <0.01% +231 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 10,276 shares; 2025Q1: 9,608 shares; 2025Q2: 10,893 shares; 2025Q3: 11,724 shares; 2025Q4: 11,676 shares; 2026Q1: 13,741 shares 13,741 $972K <0.01% +2,065 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: 19,770 shares; 2024Q4: 19,919 shares; 2025Q1: 19,599 shares; 2025Q2: 19,622 shares; 2025Q3: 18,925 shares; 2025Q4: 18,543 shares; 2026Q1: 18,233 shares 18,233 $966K <0.01% -310 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 88 shares; 2025Q1: 235 shares; 2025Q2: 3,044 shares; 2025Q3: 4,387 shares; 2025Q4: 5,614 shares; 2026Q1: 4,547 shares 4,547 $964K <0.01% -1,067 Timeline RZG 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: 37,201 shares; 2024Q4: 25,415 shares; 2025Q1: 21,761 shares; 2025Q2: 18,987 shares; 2025Q3: 18,322 shares; 2025Q4: 17,760 shares; 2026Q1: 16,888 shares 16,888 $962K <0.01% -872 Timeline FBT 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: 141 shares; 2024Q4: 5,573 shares; 2025Q1: 5,015 shares; 2025Q2: 5,993 shares; 2025Q3: 5,993 shares; 2025Q4: not reported; 2026Q1: 4,783 shares 4,783 $961K <0.01% new Timeline SPYM 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: 6,466 shares; 2024Q4: 7,128 shares; 2025Q1: 6,791 shares; 2025Q2: 8,430 shares; 2025Q3: 9,250 shares; 2025Q4: 11,511 shares; 2026Q1: 12,548 shares 12,548 $960K <0.01% +1,037 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,399 shares; 2024Q4: 6,912 shares; 2025Q1: 7,107 shares; 2025Q2: 64,674 shares; 2025Q3: 66,701 shares; 2025Q4: 58,040 shares; 2026Q1: 53,227 shares 53,227 $959K <0.01% -4,813 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,044 shares; 2026Q1: 8,304 shares 8,304 $958K <0.01% +260 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 2,854 shares; 2025Q1: 2,781 shares; 2025Q2: 2,994 shares; 2025Q3: 1,978 shares; 2025Q4: 2,835 shares; 2026Q1: 4,602 shares 4,602 $950K <0.01% +1,767 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,432 shares; 2024Q4: 14,502 shares; 2025Q1: 14,515 shares; 2025Q2: 14,427 shares; 2025Q3: 11,802 shares; 2025Q4: 11,779 shares; 2026Q1: 11,413 shares 11,413 $937K <0.01% -366 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,720 shares; 2024Q4: 18,409 shares; 2025Q1: 18,699 shares; 2025Q2: 26,587 shares; 2025Q3: 26,635 shares; 2025Q4: 28,546 shares; 2026Q1: 26,571 shares 26,571 $934K <0.01% -1,975 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 3,895 shares; 2025Q1: 4,066 shares; 2025Q2: 3,810 shares; 2025Q3: 3,725 shares; 2025Q4: 3,936 shares; 2026Q1: 3,770 shares 3,770 $931K <0.01% -166 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,515 shares; 2025Q1: 4,271 shares; 2025Q2: 31,598 shares; 2025Q3: 33,776 shares; 2025Q4: 36,297 shares; 2026Q1: 43,879 shares 43,879 $928K <0.01% +7,582 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,313 shares; 2024Q4: 2,431 shares; 2025Q1: 2,391 shares; 2025Q2: 2,819 shares; 2025Q3: 3,373 shares; 2025Q4: 7,678 shares; 2026Q1: 12,268 shares 12,268 $924K <0.01% +4,590 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,432 shares; 2024Q4: 36,330 shares; 2025Q1: 21,450 shares; 2025Q2: 42,474 shares; 2025Q3: 49,003 shares; 2025Q4: 49,744 shares; 2026Q1: 52,665 shares 52,665 $918K <0.01% +2,921 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,672 shares; 2024Q4: 2,403 shares; 2025Q1: 2,718 shares; 2025Q2: 2,556 shares; 2025Q3: 2,582 shares; 2025Q4: not reported; 2026Q1: 2,921 shares 2,921 $918K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,689 shares; 2024Q4: 10,448 shares; 2025Q1: 10,419 shares; 2025Q2: 10,476 shares; 2025Q3: 11,413 shares; 2025Q4: 10,243 shares; 2026Q1: 11,180 shares 11,180 $917K <0.01% +937 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,691 shares; 2025Q1: 9,415 shares; 2025Q2: 15,796 shares; 2025Q3: 17,958 shares; 2025Q4: 19,846 shares; 2026Q1: 21,438 shares 21,438 $910K <0.01% +1,592 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,626 shares; 2024Q4: 2,591 shares; 2025Q1: 3,002 shares; 2025Q2: 3,574 shares; 2025Q3: 10,240 shares; 2025Q4: 15,199 shares; 2026Q1: 14,966 shares 14,966 $897K <0.01% -233 Timeline UOCT 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: 283 shares; 2024Q4: 32,413 shares; 2025Q1: 51,557 shares; 2025Q2: 52,956 shares; 2025Q3: 52,956 shares; 2025Q4: 23,438 shares; 2026Q1: 23,438 shares 23,438 $896K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,751 shares; 2025Q1: 2,810 shares; 2025Q2: 3,228 shares; 2025Q3: 4,109 shares; 2025Q4: 3,976 shares; 2026Q1: 4,291 shares 4,291 $895K <0.01% +315 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 8,168 shares; 2025Q1: 8,897 shares; 2025Q2: 13,585 shares; 2025Q3: 15,762 shares; 2025Q4: 18,133 shares; 2026Q1: 22,571 shares 22,571 $880K <0.01% +4,438 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 5,554 shares; 2025Q1: 5,715 shares; 2025Q2: 6,147 shares; 2025Q3: 6,624 shares; 2025Q4: 6,403 shares; 2026Q1: 6,712 shares 6,712 $879K <0.01% +309 Timeline IAI 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: 10,722 shares; 2025Q1: 7,547 shares; 2025Q2: 6,620 shares; 2025Q3: 6,523 shares; 2025Q4: 6,075 shares; 2026Q1: 5,354 shares 5,354 $879K <0.01% -721 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: 338 shares; 2024Q4: 293 shares; 2025Q1: 359 shares; 2025Q2: 398 shares; 2025Q3: 562 shares; 2025Q4: 2,306 shares; 2026Q1: 4,600 shares 4,600 $876K <0.01% +2,294 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,337 shares; 2024Q4: 25,191 shares; 2025Q1: 26,295 shares; 2025Q2: 26,870 shares; 2025Q3: 25,248 shares; 2025Q4: 26,172 shares; 2026Q1: 22,764 shares 22,764 $875K <0.01% -3,408 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 9,285 shares; 2025Q1: 9,346 shares; 2025Q2: 11,755 shares; 2025Q3: 12,747 shares; 2025Q4: 8,105 shares; 2026Q1: 12,612 shares 12,612 $874K <0.01% +4,507 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,964 shares; 2024Q4: 5,360 shares; 2025Q1: 5,726 shares; 2025Q2: 33,937 shares; 2025Q3: 33,469 shares; 2025Q4: 32,779 shares; 2026Q1: 34,262 shares 34,262 $873K <0.01% +1,483 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 10,140 shares; 2025Q3: 14,767 shares; 2025Q4: 16,173 shares; 2026Q1: 18,867 shares 18,867 $871K <0.01% +2,694 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 3,597 shares; 2025Q1: 3,558 shares; 2025Q2: 7,065 shares; 2025Q3: 7,062 shares; 2025Q4: 7,365 shares; 2026Q1: 6,924 shares 6,924 $869K <0.01% -441 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,822 shares; 2024Q4: 2,980 shares; 2025Q1: 3,167 shares; 2025Q2: 8,853 shares; 2025Q3: 9,466 shares; 2025Q4: 7,880 shares; 2026Q1: 10,001 shares 10,001 $869K <0.01% +2,121 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: 3,595 shares; 2024Q4: 6,951 shares; 2025Q1: 7,559 shares; 2025Q2: 9,387 shares; 2025Q3: 8,471 shares; 2025Q4: 34,219 shares; 2026Q1: 35,495 shares 35,495 $867K <0.01% +1,276 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,866 shares; 2025Q1: 3,610 shares; 2025Q2: 3,804 shares; 2025Q3: 3,948 shares; 2025Q4: 4,132 shares; 2026Q1: 4,416 shares 4,416 $866K <0.01% +284 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 466 shares; 2025Q1: 287 shares; 2025Q2: 38,559 shares; 2025Q3: 44,560 shares; 2025Q4: 44,733 shares; 2026Q1: 45,205 shares 45,205 $866K <0.01% +472 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 759 shares; 2025Q1: 762 shares; 2025Q2: 1,032 shares; 2025Q3: 1,165 shares; 2025Q4: 1,147 shares; 2026Q1: 1,186 shares 1,186 $864K <0.01% +39 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,001 shares; 2025Q1: 1,085 shares; 2025Q2: 1,286 shares; 2025Q3: 1,415 shares; 2025Q4: 1,611 shares; 2026Q1: 1,978 shares 1,978 $863K <0.01% +367 Timeline DUSB 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: not reported; 2025Q4: not reported; 2026Q1: 16,979 shares 16,979 $861K <0.01% new Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 316 shares; 2025Q1: 529 shares; 2025Q2: 10,870 shares; 2025Q3: 10,996 shares; 2025Q4: 11,257 shares; 2026Q1: 11,529 shares 11,529 $861K <0.01% +272 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,193 shares; 2024Q4: 11,956 shares; 2025Q1: 13,196 shares; 2025Q2: 15,242 shares; 2025Q3: 16,652 shares; 2025Q4: 17,461 shares; 2026Q1: 18,528 shares 18,528 $849K <0.01% +1,067 Timeline THYF 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: 20,197 shares; 2025Q1: 19,214 shares; 2025Q2: 19,314 shares; 2025Q3: 21,263 shares; 2025Q4: 18,595 shares; 2026Q1: 16,625 shares 16,625 $848K <0.01% -1,970 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 376 shares; 2025Q1: 366 shares; 2025Q2: 356 shares; 2025Q3: 346 shares; 2025Q4: 333 shares; 2026Q1: 729 shares 729 $842K <0.01% +396 AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,156 shares; 2025Q1: 5,356 shares; 2025Q2: 12,457 shares; 2025Q3: 12,133 shares; 2025Q4: 11,027 shares; 2026Q1: 11,190 shares 11,190 $842K <0.01% +163 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: 3,860 shares; 2024Q4: 4,614 shares; 2025Q1: 4,925 shares; 2025Q2: 26,795 shares; 2025Q3: 27,906 shares; 2025Q4: 25,814 shares; 2026Q1: 30,783 shares 30,783 $841K <0.01% +4,969 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 10,556 shares; 2025Q1: 7,696 shares; 2025Q2: 8,436 shares; 2025Q3: 9,414 shares; 2025Q4: 11,020 shares; 2026Q1: 8,856 shares 8,856 $837K <0.01% -2,164 Timeline JPEM 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: 20,667 shares; 2024Q4: 17,833 shares; 2025Q1: 17,284 shares; 2025Q2: 17,487 shares; 2025Q3: 16,125 shares; 2025Q4: 13,921 shares; 2026Q1: 13,456 shares 13,456 $836K <0.01% -465 Timeline VCR 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: 909 shares; 2024Q4: 1,355 shares; 2025Q1: 1,310 shares; 2025Q2: 1,494 shares; 2025Q3: 2,569 shares; 2025Q4: 2,737 shares; 2026Q1: 2,315 shares 2,315 $831K <0.01% -422 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: 32,712 shares; 2025Q1: 33,332 shares; 2025Q2: 33,332 shares; 2025Q3: 33,432 shares; 2025Q4: 44,006 shares; 2026Q1: 44,506 shares 44,506 $830K <0.01% +500 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,874 shares; 2025Q1: 1,988 shares; 2025Q2: 5,584 shares; 2025Q3: 11,588 shares; 2025Q4: 20,633 shares; 2026Q1: 20,450 shares 20,450 $828K <0.01% -183 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,514 shares; 2025Q1: 1,705 shares; 2025Q2: 1,855 shares; 2025Q3: 4,730 shares; 2025Q4: 8,066 shares; 2026Q1: 12,866 shares 12,866 $824K <0.01% +4,800 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,832 shares; 2025Q1: 1,812 shares; 2025Q2: 1,954 shares; 2025Q3: 4,274 shares; 2025Q4: 10,945 shares; 2026Q1: 12,780 shares 12,780 $820K <0.01% +1,835 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,729 shares 45,729 $819K <0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 58,524 shares; 2025Q1: 58,248 shares; 2025Q2: 58,538 shares; 2025Q3: 59,736 shares; 2025Q4: 60,113 shares; 2026Q1: 66,560 shares 66,560 $817K <0.01% +6,447 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 25,250 shares; 2025Q1: 23,963 shares; 2025Q2: 24,001 shares; 2025Q3: 22,888 shares; 2025Q4: 30,539 shares; 2026Q1: 26,930 shares 26,930 $813K <0.01% -3,609 Timeline SPUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 932 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,370 shares; 2025Q4: 8,282 shares; 2026Q1: 16,806 shares 16,806 $809K <0.01% +8,524 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 268 shares; 2025Q1: 346 shares; 2025Q2: 718 shares; 2025Q3: 1,395 shares; 2025Q4: 1,629 shares; 2026Q1: 2,079 shares 2,079 $807K <0.01% +450 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,866 shares; 2025Q1: 7,937 shares; 2025Q2: 8,299 shares; 2025Q3: 8,530 shares; 2025Q4: 8,251 shares; 2026Q1: 8,944 shares 8,944 $806K <0.01% +693 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 2,093 shares; 2025Q1: 1,749 shares; 2025Q2: 6,062 shares; 2025Q3: 5,806 shares; 2025Q4: 4,504 shares; 2026Q1: 4,769 shares 4,769 $805K <0.01% +265 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: 10 shares; 2024Q4: 36 shares; 2025Q1: 57 shares; 2025Q2: 2,716 shares; 2025Q3: 4,023 shares; 2025Q4: 4,203 shares; 2026Q1: 4,193 shares 4,193 $804K <0.01% -10 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD 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: 86,534 shares; 2025Q3: 88,879 shares; 2025Q4: 88,967 shares; 2026Q1: 89,401 shares 89,401 $804K <0.01% +434 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: 3,094 shares; 2024Q4: 3,144 shares; 2025Q1: 3,068 shares; 2025Q2: 3,365 shares; 2025Q3: 3,603 shares; 2025Q4: 3,841 shares; 2026Q1: 3,898 shares 3,898 $803K <0.01% +57 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,916 shares; 2024Q4: 21,561 shares; 2025Q1: 21,405 shares; 2025Q2: 21,769 shares; 2025Q3: 21,769 shares; 2025Q4: 21,664 shares; 2026Q1: 20,296 shares 20,296 $800K <0.01% -1,368 Timeline FTA 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: 9,503 shares; 2024Q4: 9,531 shares; 2025Q1: 9,556 shares; 2025Q2: 9,025 shares; 2025Q3: 9,130 shares; 2025Q4: 8,901 shares; 2026Q1: 8,647 shares 8,647 $799K <0.01% -254 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,951 shares; 2024Q4: 39,501 shares; 2025Q1: 36,083 shares; 2025Q2: 36,107 shares; 2025Q3: 41,124 shares; 2025Q4: 35,250 shares; 2026Q1: 35,646 shares 35,646 $798K <0.01% +396 Timeline HNNA HENNESSY ADVISORS INC More: the full row for HENNESSY ADVISORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,900 shares; 2025Q1: 81,380 shares; 2025Q2: 81,380 shares; 2025Q3: 81,380 shares; 2025Q4: 81,380 shares; 2026Q1: 81,380 shares 81,380 $793K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,355 shares; 2025Q1: 1,320 shares; 2025Q2: 1,767 shares; 2025Q3: 1,846 shares; 2025Q4: 2,367 shares; 2026Q1: 3,613 shares 3,613 $791K <0.01% +1,246 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,361 shares; 2025Q1: 8,511 shares; 2025Q2: 9,138 shares; 2025Q3: 11,424 shares; 2025Q4: 11,843 shares; 2026Q1: 15,878 shares 15,878 $790K <0.01% +4,035 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,735 shares; 2025Q1: 9,461 shares; 2025Q2: 8,069 shares; 2025Q3: 7,119 shares; 2025Q4: 6,809 shares; 2026Q1: 6,154 shares 6,154 $790K <0.01% -655 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 750 shares; 2025Q1: 1,036 shares; 2025Q2: 3,319 shares; 2025Q3: 3,310 shares; 2025Q4: 3,306 shares; 2026Q1: 3,258 shares 3,258 $789K <0.01% -48 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277 shares; 2024Q4: 1,346 shares; 2025Q1: 1,422 shares; 2025Q2: 1,702 shares; 2025Q3: 2,308 shares; 2025Q4: 2,708 shares; 2026Q1: 3,144 shares 3,144 $786K <0.01% +436 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,705 shares; 2024Q4: 2,005 shares; 2025Q1: 210,803 shares; 2025Q2: 227,581 shares; 2025Q3: 22,982 shares; 2025Q4: 21,337 shares; 2026Q1: 14,362 shares 14,362 $784K <0.01% -6,975 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 1,499 shares; 2025Q3: 4,358 shares; 2025Q4: 11,516 shares; 2026Q1: 10,061 shares 10,061 $779K <0.01% -1,455 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 9,223 shares; 2025Q1: 11,395 shares; 2025Q2: 10,432 shares; 2025Q3: 10,506 shares; 2025Q4: 10,895 shares; 2026Q1: 11,882 shares 11,882 $778K <0.01% +987 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: 16,808 shares; 2025Q3: 16,371 shares; 2025Q4: 17,262 shares; 2026Q1: 19,008 shares 19,008 $775K <0.01% +1,746 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 7,218 shares; 2025Q1: 7,177 shares; 2025Q2: 7,440 shares; 2025Q3: 7,549 shares; 2025Q4: 7,433 shares; 2026Q1: 8,626 shares 8,626 $775K <0.01% +1,193 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,951 shares; 2025Q1: 32,920 shares; 2025Q2: 35,649 shares; 2025Q3: 34,891 shares; 2025Q4: 34,362 shares; 2026Q1: 34,022 shares 34,022 $775K <0.01% -340 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,058 shares; 2024Q4: 7,090 shares; 2025Q1: 7,679 shares; 2025Q2: 7,669 shares; 2025Q3: 8,125 shares; 2025Q4: 7,484 shares; 2026Q1: 7,486 shares 7,486 $774K <0.01% +2 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 11,137 shares; 2025Q1: 11,141 shares; 2025Q2: 11,142 shares; 2025Q3: 11,045 shares; 2025Q4: 10,864 shares; 2026Q1: 10,973 shares 10,973 $774K <0.01% +109 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 548 shares; 2025Q1: 1,017 shares; 2025Q2: 2,179 shares; 2025Q3: 2,840 shares; 2025Q4: 3,486 shares; 2026Q1: 4,211 shares 4,211 $772K <0.01% +725 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235 shares; 2024Q4: 256 shares; 2025Q1: 248 shares; 2025Q2: 365 shares; 2025Q3: 1,056 shares; 2025Q4: 1,074 shares; 2026Q1: 1,431 shares 1,431 $771K <0.01% +357 Timeline NUBD 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: 32,327 shares; 2024Q4: 39,151 shares; 2025Q1: 38,893 shares; 2025Q2: 37,012 shares; 2025Q3: 36,409 shares; 2025Q4: 33,692 shares; 2026Q1: 34,432 shares 34,432 $765K <0.01% +740 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 7,132 shares; 2025Q1: 5,877 shares; 2025Q2: 6,307 shares; 2025Q3: 5,984 shares; 2025Q4: 5,777 shares; 2026Q1: 6,170 shares 6,170 $760K <0.01% +393 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698 shares; 2024Q4: 636 shares; 2025Q1: 758 shares; 2025Q2: 1,078 shares; 2025Q3: 1,155 shares; 2025Q4: 4,928 shares; 2026Q1: 5,175 shares 5,175 $756K <0.01% +247 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 31,238 shares; 2025Q1: 29,156 shares; 2025Q2: 29,317 shares; 2025Q3: 13,858 shares; 2025Q4: 13,900 shares; 2026Q1: 13,724 shares 13,724 $754K <0.01% -176 Timeline IWC 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: 1,419 shares; 2024Q4: 5,453 shares; 2025Q1: 5,114 shares; 2025Q2: 4,925 shares; 2025Q3: 4,825 shares; 2025Q4: 4,677 shares; 2026Q1: 4,677 shares 4,677 $747K <0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 6,631 shares; 2025Q4: 10,082 shares; 2026Q1: 12,043 shares 12,043 $745K <0.01% +1,961 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,772 shares; 2024Q4: 64,867 shares; 2025Q1: 62,584 shares; 2025Q2: 58,497 shares; 2025Q3: 45,890 shares; 2025Q4: 20,103 shares; 2026Q1: 15,761 shares 15,761 $742K <0.01% -4,342 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: 1,223 shares; 2024Q4: 14,993 shares; 2025Q1: 12,231 shares; 2025Q2: 10,558 shares; 2025Q3: 9,596 shares; 2025Q4: 9,021 shares; 2026Q1: 8,181 shares 8,181 $741K <0.01% -840 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448 shares; 2024Q4: 458 shares; 2025Q1: 477 shares; 2025Q2: 1,080 shares; 2025Q3: 1,778 shares; 2025Q4: 7,477 shares; 2026Q1: 10,865 shares 10,865 $739K <0.01% +3,388 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 7,859 shares; 2025Q1: 7,704 shares; 2025Q2: 8,926 shares; 2025Q3: 9,373 shares; 2025Q4: 11,238 shares; 2026Q1: 13,296 shares 13,296 $734K <0.01% +2,058 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,756 shares; 2024Q4: 4,719 shares; 2025Q1: 4,762 shares; 2025Q2: 4,788 shares; 2025Q3: 4,801 shares; 2025Q4: 4,948 shares; 2026Q1: 5,821 shares 5,821 $734K <0.01% +873 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,629 shares; 2024Q4: 8,816 shares; 2025Q1: 10,054 shares; 2025Q2: 18,138 shares; 2025Q3: 17,069 shares; 2025Q4: 14,171 shares; 2026Q1: 13,823 shares 13,823 $732K <0.01% -348 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 937 shares; 2025Q1: 511 shares; 2025Q2: 20,070 shares; 2025Q3: 21,737 shares; 2025Q4: 2,699 shares; 2026Q1: 3,386 shares 3,386 $726K <0.01% +687 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,023 shares; 2024Q4: 38,082 shares; 2025Q1: 28,062 shares; 2025Q2: 28,154 shares; 2025Q3: 32,009 shares; 2025Q4: 35,118 shares; 2026Q1: 41,877 shares 41,877 $722K <0.01% +6,759 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,489 shares; 2024Q4: 2,468 shares; 2025Q1: 2,575 shares; 2025Q2: 4,211 shares; 2025Q3: 4,255 shares; 2025Q4: 6,992 shares; 2026Q1: 10,827 shares 10,827 $718K <0.01% +3,835 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES 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: 47,096 shares; 2025Q3: 49,455 shares; 2025Q4: 51,793 shares; 2026Q1: 64,628 shares 64,628 $717K <0.01% +12,835 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: 62,001 shares; 2024Q4: 55,102 shares; 2025Q1: 47,901 shares; 2025Q2: 40,151 shares; 2025Q3: 32,374 shares; 2025Q4: 28,963 shares; 2026Q1: 28,414 shares 28,414 $710K <0.01% -549 Timeline LABU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 4,225 shares; 2025Q3: 4,225 shares; 2025Q4: 4,000 shares; 2026Q1: 4,225 shares 4,225 $702K <0.01% +225 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 150 shares; 2025Q1: 347 shares; 2025Q2: 3,711 shares; 2025Q3: 4,551 shares; 2025Q4: 4,895 shares; 2026Q1: 3,156 shares 3,156 $701K <0.01% -1,739 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 7,176 shares; 2025Q1: 7,717 shares; 2025Q2: 8,592 shares; 2025Q3: 7,648 shares; 2025Q4: 8,153 shares; 2026Q1: 12,522 shares 12,522 $699K <0.01% +4,369 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 5,231 shares; 2025Q1: 3,988 shares; 2025Q2: 5,936 shares; 2025Q3: 7,056 shares; 2025Q4: 6,743 shares; 2026Q1: 6,361 shares 6,361 $693K <0.01% -382 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 1,035 shares; 2025Q1: 867 shares; 2025Q2: 2,375 shares; 2025Q3: 2,317 shares; 2025Q4: 2,523 shares; 2026Q1: 3,507 shares 3,507 $693K <0.01% +984 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,796 shares; 2024Q4: 48,085 shares; 2025Q1: 48,323 shares; 2025Q2: 60,854 shares; 2025Q3: 57,847 shares; 2025Q4: 63,533 shares; 2026Q1: 64,222 shares 64,222 $690K <0.01% +689 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 420 shares; 2025Q1: 651 shares; 2025Q2: 664 shares; 2025Q3: 12,108 shares; 2025Q4: 12,545 shares; 2026Q1: 14,017 shares 14,017 $690K <0.01% +1,472 Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,636 shares; 2026Q1: 25,880 shares 25,880 $685K <0.01% -17,756 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 205 shares; 2025Q1: 202 shares; 2025Q2: 1,021 shares; 2025Q3: 2,293 shares; 2025Q4: 4,280 shares; 2026Q1: 8,177 shares 8,177 $685K <0.01% +3,897 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 512 shares; 2025Q1: 628 shares; 2025Q2: 2,434 shares; 2025Q3: 2,405 shares; 2025Q4: 2,531 shares; 2026Q1: 2,714 shares 2,714 $680K <0.01% +183 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,814 shares; 2024Q4: 9,274 shares; 2025Q1: 9,544 shares; 2025Q2: 9,558 shares; 2025Q3: 10,293 shares; 2025Q4: 10,628 shares; 2026Q1: 9,791 shares 9,791 $680K <0.01% -837 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 397 shares; 2025Q1: 278 shares; 2025Q2: 52,881 shares; 2025Q3: 53,331 shares; 2025Q4: 48,348 shares; 2026Q1: 53,234 shares 53,234 $679K <0.01% +4,886 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: 1,842 shares; 2024Q4: 25,002 shares; 2025Q1: 24,874 shares; 2025Q2: 18,430 shares; 2025Q3: 18,111 shares; 2025Q4: 16,782 shares; 2026Q1: 15,127 shares 15,127 $679K <0.01% -1,655 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: 734 shares; 2025Q1: 798 shares; 2025Q2: 972 shares; 2025Q3: 1,174 shares; 2025Q4: 1,329 shares; 2026Q1: 1,433 shares 1,433 $678K <0.01% +104 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,438 shares; 2024Q4: 6,550 shares; 2025Q1: 6,966 shares; 2025Q2: 16,697 shares; 2025Q3: 14,076 shares; 2025Q4: 13,347 shares; 2026Q1: 14,586 shares 14,586 $677K <0.01% +1,239 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,437 shares; 2024Q4: 29,033 shares; 2025Q1: 28,750 shares; 2025Q2: 28,978 shares; 2025Q3: 31,750 shares; 2025Q4: 33,899 shares; 2026Q1: 20,355 shares 20,355 $676K <0.01% -13,544 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 918 shares; 2025Q1: 865 shares; 2025Q2: 1,082 shares; 2025Q3: 1,267 shares; 2025Q4: 1,845 shares; 2026Q1: 2,808 shares 2,808 $672K <0.01% +963 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 19,137 shares; 2025Q4: 22,579 shares; 2026Q1: 23,639 shares 23,639 $671K <0.01% +1,060 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,126 shares; 2024Q4: 52,728 shares; 2025Q1: 36,495 shares; 2025Q2: 36,557 shares; 2025Q3: 34,088 shares; 2025Q4: 31,250 shares; 2026Q1: 28,646 shares 28,646 $669K <0.01% -2,604 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 184 shares; 2025Q1: 185 shares; 2025Q2: 183 shares; 2025Q3: 260 shares; 2025Q4: 270 shares; 2026Q1: 2,243 shares 2,243 $668K <0.01% +1,973 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: 11,607 shares; 2025Q1: 11,846 shares; 2025Q2: 12,943 shares; 2025Q3: 12,818 shares; 2025Q4: 12,646 shares; 2026Q1: 12,684 shares 12,684 $666K <0.01% +38 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 7,258 shares; 2025Q1: 8,888 shares; 2025Q2: 36,887 shares; 2025Q3: 36,930 shares; 2025Q4: 38,489 shares; 2026Q1: 42,435 shares 42,435 $664K <0.01% +3,946 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: 699 shares; 2025Q1: 1,020 shares; 2025Q2: 1,341 shares; 2025Q3: 3,079 shares; 2025Q4: 3,111 shares; 2026Q1: 3,345 shares 3,345 $663K <0.01% +234 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371 shares; 2024Q4: 375 shares; 2025Q1: 7,526 shares; 2025Q2: 5,714 shares; 2025Q3: 5,795 shares; 2025Q4: 5,054 shares; 2026Q1: 5,114 shares 5,114 $663K <0.01% +60 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,801 shares; 2025Q1: 1,793 shares; 2025Q2: 2,344 shares; 2025Q3: 3,695 shares; 2025Q4: 5,784 shares; 2026Q1: 7,552 shares 7,552 $661K <0.01% +1,768 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 282 shares; 2025Q1: 335 shares; 2025Q2: 284 shares; 2025Q3: 462 shares; 2025Q4: 21,623 shares; 2026Q1: 23,653 shares 23,653 $660K <0.01% +2,030 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,253 shares; 2025Q1: 3,248 shares; 2025Q2: 4,203 shares; 2025Q3: 4,331 shares; 2025Q4: 4,782 shares; 2026Q1: 4,528 shares 4,528 $660K <0.01% -254 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,055 shares; 2025Q1: 1,121 shares; 2025Q2: 1,453 shares; 2025Q3: 2,373 shares; 2025Q4: 3,179 shares; 2026Q1: 3,300 shares 3,300 $660K <0.01% +121 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 1,015 shares; 2025Q1: 1,322 shares; 2025Q2: 1,682 shares; 2025Q3: 2,293 shares; 2025Q4: 1,946 shares; 2026Q1: 2,842 shares 2,842 $659K <0.01% +896 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: 2,684 shares; 2025Q1: 2,695 shares; 2025Q2: 2,705 shares; 2025Q3: 2,958 shares; 2025Q4: 4,411 shares; 2026Q1: 6,513 shares 6,513 $659K <0.01% +2,102 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,265 shares; 2025Q1: 2,413 shares; 2025Q2: 3,224 shares; 2025Q3: 3,157 shares; 2025Q4: 3,134 shares; 2026Q1: 3,761 shares 3,761 $657K <0.01% +627 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 20,972 shares; 2025Q3: 29,295 shares; 2025Q4: 28,589 shares; 2026Q1: 26,462 shares 26,462 $655K <0.01% -2,127 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,088 shares; 2025Q3: 5,114 shares; 2025Q4: 5,490 shares; 2026Q1: 5,519 shares 5,519 $654K <0.01% +29 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: 1,170 shares; 2024Q4: 1,232 shares; 2025Q1: 734 shares; 2025Q2: 1,051 shares; 2025Q3: 1,522 shares; 2025Q4: 2,901 shares; 2026Q1: 4,677 shares 4,677 $653K <0.01% +1,776 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: 454 shares; 2025Q1: 560 shares; 2025Q2: 1,474 shares; 2025Q3: 2,375 shares; 2025Q4: 3,303 shares; 2026Q1: 5,906 shares 5,906 $648K <0.01% +2,603 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,785 shares; 2024Q4: 3,394 shares; 2025Q1: 3,641 shares; 2025Q2: 4,434 shares; 2025Q3: 5,185 shares; 2025Q4: 5,433 shares; 2026Q1: 6,122 shares 6,122 $647K <0.01% +689 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 6,608 shares; 2025Q1: 6,733 shares; 2025Q2: 6,641 shares; 2025Q3: 9,529 shares; 2025Q4: 12,060 shares; 2026Q1: 12,094 shares 12,094 $644K <0.01% +34 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 122 shares; 2025Q1: 144 shares; 2025Q2: 356 shares; 2025Q3: 449 shares; 2025Q4: 970 shares; 2026Q1: 1,083 shares 1,083 $642K <0.01% +113 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 479 shares; 2025Q1: 573 shares; 2025Q2: 976 shares; 2025Q3: 1,712 shares; 2025Q4: not reported; 2026Q1: 2,577 shares 2,577 $640K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,465 shares; 2025Q1: 1,456 shares; 2025Q2: 5,625 shares; 2025Q3: 5,664 shares; 2025Q4: 5,120 shares; 2026Q1: 5,076 shares 5,076 $639K <0.01% -44 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: 401 shares; 2024Q4: 494 shares; 2025Q1: 475 shares; 2025Q2: 9,486 shares; 2025Q3: 9,520 shares; 2025Q4: 7,432 shares; 2026Q1: 8,407 shares 8,407 $636K <0.01% +975 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 209 shares; 2025Q1: 189 shares; 2025Q2: 185 shares; 2025Q3: 218 shares; 2025Q4: 338 shares; 2026Q1: 1,953 shares 1,953 $635K <0.01% +1,615 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: 6,420 shares; 2025Q1: 4,781 shares; 2025Q2: 32,662 shares; 2025Q3: 30,271 shares; 2025Q4: 28,703 shares; 2026Q1: 28,703 shares 28,703 $632K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,726 shares; 2024Q4: 6,044 shares; 2025Q1: 5,276 shares; 2025Q2: 2,386 shares; 2025Q3: 3,284 shares; 2025Q4: 2,742 shares; 2026Q1: 5,988 shares 5,988 $629K <0.01% +3,246 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 376,896 shares; 2025Q1: 320,045 shares; 2025Q2: 244,560 shares; 2025Q3: 34,532 shares; 2025Q4: 25,919 shares; 2026Q1: 20,374 shares 20,374 $627K <0.01% -5,545 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 241 shares; 2025Q1: 326 shares; 2025Q2: 21,274 shares; 2025Q3: 21,115 shares; 2025Q4: 21,015 shares; 2026Q1: 19,718 shares 19,718 $627K <0.01% -1,297 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,054 shares; 2025Q1: 3,054 shares; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 2,596 shares; 2026Q1: 2,596 shares 2,596 $627K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 914 shares; 2024Q4: 815 shares; 2025Q1: 849 shares; 2025Q2: 9,934 shares; 2025Q3: 10,302 shares; 2025Q4: 9,565 shares; 2026Q1: 3,542 shares 3,542 $622K <0.01% -6,023 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,583 shares; 2025Q1: 7,219 shares; 2025Q2: 6,626 shares; 2025Q3: 6,153 shares; 2025Q4: 5,312 shares; 2026Q1: 5,992 shares 5,992 $621K <0.01% +680 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 977 shares; 2025Q1: 849 shares; 2025Q2: 7,703 shares; 2025Q3: 7,748 shares; 2025Q4: 9,511 shares; 2026Q1: 13,040 shares 13,040 $618K <0.01% +3,529 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 204 shares; 2025Q1: 473 shares; 2025Q2: 2,035 shares; 2025Q3: 1,711 shares; 2025Q4: 2,361 shares; 2026Q1: 2,587 shares 2,587 $616K <0.01% +226 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 152 shares; 2025Q2: 150 shares; 2025Q3: 663 shares; 2025Q4: 3,661 shares; 2026Q1: 8,365 shares 8,365 $615K <0.01% +4,704 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,617 shares; 2025Q1: 2,803 shares; 2025Q2: 6,867 shares; 2025Q3: 6,963 shares; 2025Q4: 8,964 shares; 2026Q1: 9,986 shares 9,986 $613K <0.01% +1,022 Timeline USSG 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: 1,607 shares; 2024Q4: 3,794 shares; 2025Q1: 3,428 shares; 2025Q2: 3,732 shares; 2025Q3: 3,732 shares; 2025Q4: 10,880 shares; 2026Q1: 10,234 shares 10,234 $611K <0.01% -646 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 5,387 shares; 2025Q1: 5,458 shares; 2025Q2: 6,535 shares; 2025Q3: 10,907 shares; 2025Q4: 13,397 shares; 2026Q1: 19,745 shares 19,745 $606K <0.01% +6,348 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,874 shares; 2025Q1: 2,026 shares; 2025Q2: 11,421 shares; 2025Q3: 1,825 shares; 2025Q4: 2,410 shares; 2026Q1: 3,097 shares 3,097 $605K <0.01% +687 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 240 shares; 2025Q1: 97 shares; 2025Q2: 420 shares; 2025Q3: 515 shares; 2025Q4: 1,328 shares; 2026Q1: 2,644 shares 2,644 $604K <0.01% +1,316 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: 130 shares; 2024Q4: 130 shares; 2025Q1: 120 shares; 2025Q2: 166 shares; 2025Q3: 267 shares; 2025Q4: 303 shares; 2026Q1: 315 shares 315 $604K <0.01% +12 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,298 shares; 2024Q4: 7,357 shares; 2025Q1: 7,305 shares; 2025Q2: 8,558 shares; 2025Q3: 8,429 shares; 2025Q4: 6,385 shares; 2026Q1: 4,025 shares 4,025 $604K <0.01% -2,360 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 123 shares; 2025Q1: 242 shares; 2025Q2: 43,565 shares; 2025Q3: 43,147 shares; 2025Q4: 22,463 shares; 2026Q1: 19,696 shares 19,696 $603K <0.01% -2,767 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 109 shares; 2025Q1: 144 shares; 2025Q2: 9,055 shares; 2025Q3: 10,351 shares; 2025Q4: 11,453 shares; 2026Q1: 12,197 shares 12,197 $603K <0.01% +744 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 2,851 shares; 2025Q1: 8,344 shares; 2025Q2: 8,342 shares; 2025Q3: 8,553 shares; 2025Q4: 8,618 shares; 2026Q1: 8,562 shares 8,562 $602K <0.01% -56 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 861 shares; 2025Q1: 729 shares; 2025Q2: 782 shares; 2025Q3: 963 shares; 2025Q4: 1,543 shares; 2026Q1: 1,696 shares 1,696 $600K <0.01% +153 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: 593 shares; 2024Q4: 532 shares; 2025Q1: 562 shares; 2025Q2: 5,085 shares; 2025Q3: 1,052 shares; 2025Q4: 1,812 shares; 2026Q1: 3,785 shares 3,785 $599K <0.01% +1,973 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 6,477 shares; 2025Q1: 5,514 shares; 2025Q2: 7,821 shares; 2025Q3: 8,058 shares; 2025Q4: 8,234 shares; 2026Q1: 9,265 shares 9,265 $599K <0.01% +1,031 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 13,793 shares; 2025Q1: 13,793 shares; 2025Q2: 13,907 shares; 2025Q3: 13,913 shares; 2025Q4: 13,901 shares; 2026Q1: 14,445 shares 14,445 $598K <0.01% +544 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 177 shares; 2025Q1: 532 shares; 2025Q2: 19,537 shares; 2025Q3: 17,603 shares; 2025Q4: 17,577 shares; 2026Q1: 17,690 shares 17,690 $596K <0.01% +113 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 43 shares; 2025Q1: 25 shares; 2025Q2: 57 shares; 2025Q3: 118 shares; 2025Q4: 9,921 shares; 2026Q1: 9,681 shares 9,681 $595K <0.01% -240 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 700 shares; 2025Q1: 742 shares; 2025Q2: 22,192 shares; 2025Q3: 22,334 shares; 2025Q4: not reported; 2026Q1: 19,564 shares 19,564 $594K <0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 127 shares; 2025Q1: 320 shares; 2025Q2: 533 shares; 2025Q3: 887 shares; 2025Q4: 1,324 shares; 2026Q1: 1,563 shares 1,563 $594K <0.01% +239 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: 4,339 shares; 2024Q4: 4,478 shares; 2025Q1: 4,415 shares; 2025Q2: 4,244 shares; 2025Q3: 4,212 shares; 2025Q4: 6,499 shares; 2026Q1: 6,499 shares 6,499 $591K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 4,853 shares; 2025Q1: 6,996 shares; 2025Q2: 6,875 shares; 2025Q3: 6,759 shares; 2025Q4: 12,544 shares; 2026Q1: 12,594 shares 12,594 $588K <0.01% +50 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 4,456 shares; 2025Q1: 4,380 shares; 2025Q2: 8,116 shares; 2025Q3: 6,088 shares; 2025Q4: 6,740 shares; 2026Q1: 7,306 shares 7,306 $585K <0.01% +566 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,067 shares; 2024Q4: 13,123 shares; 2025Q1: 13,210 shares; 2025Q2: 13,303 shares; 2025Q3: 13,474 shares; 2025Q4: 13,503 shares; 2026Q1: 14,111 shares 14,111 $585K <0.01% +608 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,460 shares; 2025Q1: 1,824 shares; 2025Q2: 5,391 shares; 2025Q3: 6,358 shares; 2025Q4: 6,612 shares; 2026Q1: 7,081 shares 7,081 $584K <0.01% +469 Timeline BSJR 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: 15,572 shares; 2024Q4: 18,760 shares; 2025Q1: 18,760 shares; 2025Q2: 18,760 shares; 2025Q3: 18,760 shares; 2025Q4: 18,760 shares; 2026Q1: 26,010 shares 26,010 $582K <0.01% +7,250 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: 1,375 shares; 2025Q1: 1,456 shares; 2025Q2: 1,566 shares; 2025Q3: 1,820 shares; 2025Q4: 2,738 shares; 2026Q1: 3,440 shares 3,440 $582K <0.01% +702 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,739 shares 6,739 $580K <0.01% new Timeline PLBC PLUMAS BANCORP More: the full row for PLUMAS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,103 shares; 2024Q4: 4,103 shares; 2025Q1: 7,193 shares; 2025Q2: 7,197 shares; 2025Q3: 10,863 shares; 2025Q4: 11,861 shares; 2026Q1: 11,869 shares 11,869 $579K <0.01% +8 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 272 shares; 2025Q1: 320 shares; 2025Q2: 298 shares; 2025Q3: 379 shares; 2025Q4: 1,575 shares; 2026Q1: 1,573 shares 1,573 $572K <0.01% -2 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358 shares; 2024Q4: 156 shares; 2025Q1: 167 shares; 2025Q2: 1,123 shares; 2025Q3: 1,576 shares; 2025Q4: 1,746 shares; 2026Q1: 3,461 shares 3,461 $572K <0.01% +1,715 Timeline FLIN 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: 65,993 shares; 2025Q1: 55,014 shares; 2025Q2: 37,935 shares; 2025Q3: 23,508 shares; 2025Q4: 18,255 shares; 2026Q1: 17,203 shares 17,203 $571K <0.01% -1,052 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,116 shares; 2024Q4: 18,116 shares; 2025Q1: 18,116 shares; 2025Q2: 18,118 shares; 2025Q3: 30,162 shares; 2025Q4: 21,752 shares; 2026Q1: 20,416 shares 20,416 $571K <0.01% -1,336 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 4,307 shares; 2025Q3: 6,086 shares; 2025Q4: 6,572 shares; 2026Q1: 13,642 shares 13,642 $567K <0.01% +7,070 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,362 shares; 2024Q4: 15,362 shares; 2025Q1: 15,362 shares; 2025Q2: 15,362 shares; 2025Q3: 15,362 shares; 2025Q4: 15,362 shares; 2026Q1: 15,362 shares 15,362 $566K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 2,416 shares; 2025Q1: 2,557 shares; 2025Q2: 2,782 shares; 2025Q3: 2,874 shares; 2025Q4: 3,460 shares; 2026Q1: 3,292 shares 3,292 $564K <0.01% -168 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 2,253 shares; 2025Q1: 2,512 shares; 2025Q2: 2,988 shares; 2025Q3: 3,045 shares; 2025Q4: 3,795 shares; 2026Q1: 4,456 shares 4,456 $564K <0.01% +661 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 1,043 shares; 2025Q1: 946 shares; 2025Q2: 2,140 shares; 2025Q3: 2,249 shares; 2025Q4: 2,399 shares; 2026Q1: 4,771 shares 4,771 $563K <0.01% +2,372 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 8,205 shares; 2025Q1: 8,023 shares; 2025Q2: 10,225 shares; 2025Q3: 10,261 shares; 2025Q4: 11,311 shares; 2026Q1: 11,503 shares 11,503 $561K <0.01% +192 Timeline DGRW 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: 143 shares; 2024Q4: 571 shares; 2025Q1: 893 shares; 2025Q2: 6,269 shares; 2025Q3: 6,298 shares; 2025Q4: 6,251 shares; 2026Q1: 6,371 shares 6,371 $560K <0.01% +120 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,583 shares; 2024Q4: 7,924 shares; 2025Q1: 7,676 shares; 2025Q2: 7,683 shares; 2025Q3: 7,675 shares; 2025Q4: 8,431 shares; 2026Q1: 8,308 shares 8,308 $558K <0.01% -123 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 2,713 shares; 2025Q1: 2,704 shares; 2025Q2: 2,087 shares; 2025Q3: 2,444 shares; 2025Q4: 2,718 shares; 2026Q1: 3,256 shares 3,256 $557K <0.01% +538 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,459 shares; 2026Q1: 6,096 shares 6,096 $555K <0.01% -1,363 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 32 shares; 2025Q2: 6,309 shares; 2025Q3: 6,319 shares; 2025Q4: 4,579 shares; 2026Q1: 6,004 shares 6,004 $554K <0.01% +1,425 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,232 shares; 2025Q1: 22,320 shares; 2025Q2: 19,568 shares; 2025Q3: 15,369 shares; 2025Q4: 14,460 shares; 2026Q1: 13,820 shares 13,820 $554K <0.01% -640 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 580 shares; 2025Q1: 559 shares; 2025Q2: 948 shares; 2025Q3: 1,167 shares; 2025Q4: 1,654 shares; 2026Q1: 2,257 shares 2,257 $553K <0.01% +603 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247 shares; 2024Q4: 281 shares; 2025Q1: 282 shares; 2025Q2: 341 shares; 2025Q3: 361 shares; 2025Q4: 475 shares; 2026Q1: 476 shares 476 $551K <0.01% +1 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,435 shares; 2025Q1: 2,183 shares; 2025Q2: 1,938 shares; 2025Q3: 1,953 shares; 2025Q4: 3,866 shares; 2026Q1: 5,499 shares 5,499 $550K <0.01% +1,633 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 307,370 shares; 2025Q1: 245,058 shares; 2025Q2: 163,010 shares; 2025Q3: 75,274 shares; 2025Q4: 55,240 shares; 2026Q1: 44,237 shares 44,237 $549K <0.01% -11,003 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 5,179 shares; 2025Q1: 3,013 shares; 2025Q2: 5,083 shares; 2025Q3: 6,771 shares; 2025Q4: 7,578 shares; 2026Q1: 7,569 shares 7,569 $548K <0.01% -9 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,307 shares; 2025Q1: 11,310 shares; 2025Q2: 11,633 shares; 2025Q3: 11,564 shares; 2025Q4: 10,973 shares; 2026Q1: 11,002 shares 11,002 $548K <0.01% +29 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: 8,626 shares; 2024Q4: 8,219 shares; 2025Q1: 7,121 shares; 2025Q2: 7,078 shares; 2025Q3: 5,504 shares; 2025Q4: 5,109 shares; 2026Q1: 4,766 shares 4,766 $547K <0.01% -343 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 30 shares; 2025Q2: 49 shares; 2025Q3: 1,758 shares; 2025Q4: 3,424 shares; 2026Q1: 4,936 shares 4,936 $547K <0.01% +1,512 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: 10,907 shares; 2024Q4: 11,818 shares; 2025Q1: 11,934 shares; 2025Q2: 40,017 shares; 2025Q3: 41,567 shares; 2025Q4: 44,209 shares; 2026Q1: 48,461 shares 48,461 $547K <0.01% +4,252 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 8,911 shares; 2025Q1: 6,172 shares; 2025Q2: 5,242 shares; 2025Q3: 4,681 shares; 2025Q4: 4,129 shares; 2026Q1: 3,703 shares 3,703 $546K <0.01% -426 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: 1,613 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 884 shares; 2025Q3: 6,557 shares; 2025Q4: 8,468 shares; 2026Q1: 12,805 shares 12,805 $545K <0.01% +4,337 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,286 shares; 2025Q1: 29,868 shares; 2025Q2: 30,053 shares; 2025Q3: 30,078 shares; 2025Q4: 30,075 shares; 2026Q1: 30,109 shares 30,109 $543K <0.01% +34 Timeline BUFR 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: 16,227 shares; 2024Q4: 17,751 shares; 2025Q1: 17,580 shares; 2025Q2: 16,080 shares; 2025Q3: 16,080 shares; 2025Q4: 17,054 shares; 2026Q1: 16,080 shares 16,080 $543K <0.01% -974 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,593 shares; 2025Q1: 1,685 shares; 2025Q2: 4,166 shares; 2025Q3: 4,638 shares; 2025Q4: 5,801 shares; 2026Q1: 7,435 shares 7,435 $541K <0.01% +1,634 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,059 shares; 2024Q4: 914,879 shares; 2025Q1: 12,378 shares; 2025Q2: 12,527 shares; 2025Q3: 12,527 shares; 2025Q4: 12,527 shares; 2026Q1: 12,527 shares 12,527 $539K <0.01% 0 Timeline APOC 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: 21,114 shares; 2026Q1: 21,114 shares 21,114 $539K <0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 269 shares; 2025Q1: 276 shares; 2025Q2: 231 shares; 2025Q3: 259 shares; 2025Q4: 564 shares; 2026Q1: 989 shares 989 $537K <0.01% +425 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 3,053 shares; 2025Q1: 3,127 shares; 2025Q2: 3,681 shares; 2025Q3: 4,069 shares; 2025Q4: 10,377 shares; 2026Q1: 11,493 shares 11,493 $536K <0.01% +1,116 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: 3,970 shares; 2024Q4: 4,819 shares; 2025Q1: 4,857 shares; 2025Q2: 5,663 shares; 2025Q3: 5,492 shares; 2025Q4: 5,832 shares; 2026Q1: 5,646 shares 5,646 $534K <0.01% -186 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 940 shares; 2025Q1: 950 shares; 2025Q2: 60,419 shares; 2025Q3: 60,428 shares; 2025Q4: 60,797 shares; 2026Q1: 60,447 shares 60,447 $531K <0.01% -350 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 5,681 shares; 2025Q1: 4,377 shares; 2025Q2: 7,994 shares; 2025Q3: 10,542 shares; 2025Q4: 11,388 shares; 2026Q1: 11,385 shares 11,385 $528K <0.01% -3 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 3,480 shares; 2025Q1: 3,464 shares; 2025Q2: 4,524 shares; 2025Q3: 4,484 shares; 2025Q4: 4,639 shares; 2026Q1: 4,858 shares 4,858 $528K <0.01% +219 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 2,654 shares; 2025Q1: 3,455 shares; 2025Q2: 4,411 shares; 2025Q3: 6,220 shares; 2025Q4: 8,284 shares; 2026Q1: 11,211 shares 11,211 $526K <0.01% +2,927 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 15,078 shares; 2025Q1: 11,560 shares; 2025Q2: 11,357 shares; 2025Q3: 9,301 shares; 2025Q4: 9,550 shares; 2026Q1: 11,016 shares 11,016 $524K <0.01% +1,466 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: 595 shares; 2024Q4: 564 shares; 2025Q1: 605 shares; 2025Q2: 1,158 shares; 2025Q3: 2,463 shares; 2025Q4: 3,440 shares; 2026Q1: 2,262 shares 2,262 $522K <0.01% -1,178 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 584 shares; 2024Q4: 2,027 shares; 2025Q1: 2,106 shares; 2025Q2: 2,997 shares; 2025Q3: 4,115 shares; 2025Q4: 4,686 shares; 2026Q1: 5,029 shares 5,029 $522K <0.01% +343 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,095 shares; 2024Q4: 9,871 shares; 2025Q1: 10,242 shares; 2025Q2: 10,076 shares; 2025Q3: 11,502 shares; 2025Q4: 19,644 shares; 2026Q1: 19,642 shares 19,642 $517K <0.01% -2 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 2,044 shares; 2025Q1: 2,214 shares; 2025Q2: 2,447 shares; 2025Q3: 3,042 shares; 2025Q4: 3,742 shares; 2026Q1: 4,867 shares 4,867 $517K <0.01% +1,125 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: 24,875 shares; 2025Q1: 25,327 shares; 2025Q2: 22,852 shares; 2025Q3: 20,405 shares; 2025Q4: 20,031 shares; 2026Q1: 19,027 shares 19,027 $517K <0.01% -1,004 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,528 shares; 2024Q4: 4,846 shares; 2025Q1: 4,021 shares; 2025Q2: 6,667 shares; 2025Q3: 8,871 shares; 2025Q4: 11,332 shares; 2026Q1: 10,592 shares 10,592 $516K <0.01% -740 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 7,414 shares; 2025Q1: 6,668 shares; 2025Q2: 5,336 shares; 2025Q3: 5,426 shares; 2025Q4: 5,541 shares; 2026Q1: 5,716 shares 5,716 $515K <0.01% +175 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 201 shares; 2025Q1: 337 shares; 2025Q2: 484 shares; 2025Q3: 1,082 shares; 2025Q4: 2,531 shares; 2026Q1: 6,928 shares 6,928 $512K <0.01% +4,397 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,835 shares; 2025Q1: 1,775 shares; 2025Q2: 2,149 shares; 2025Q3: 2,328 shares; 2025Q4: not reported; 2026Q1: 2,188 shares 2,188 $512K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 2,882 shares; 2025Q1: 2,845 shares; 2025Q2: 1,610 shares; 2025Q3: 1,730 shares; 2025Q4: 1,774 shares; 2026Q1: 2,850 shares 2,850 $512K <0.01% +1,076 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: 3,388 shares; 2024Q4: 3,659 shares; 2025Q1: 3,814 shares; 2025Q2: 8,881 shares; 2025Q3: 11,710 shares; 2025Q4: 14,719 shares; 2026Q1: 23,661 shares 23,661 $512K <0.01% +8,942 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 626 shares; 2025Q1: 876 shares; 2025Q2: 1,143 shares; 2025Q3: 1,378 shares; 2025Q4: 1,612 shares; 2026Q1: 4,320 shares 4,320 $511K <0.01% +2,708 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 1,372 shares; 2025Q3: 1,755 shares; 2025Q4: 1,977 shares; 2026Q1: 2,009 shares 2,009 $510K <0.01% +32 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 93 shares; 2025Q1: 113 shares; 2025Q2: 533 shares; 2025Q3: 582 shares; 2025Q4: 676 shares; 2026Q1: 1,571 shares 1,571 $507K <0.01% +895 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 14,247 shares; 2025Q1: 14,247 shares; 2025Q2: 10,831 shares; 2025Q3: 10,391 shares; 2025Q4: 9,664 shares; 2026Q1: 9,368 shares 9,368 $507K <0.01% -296 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992 shares; 2024Q4: 1,318 shares; 2025Q1: 1,293 shares; 2025Q2: 1,331 shares; 2025Q3: 1,478 shares; 2025Q4: 1,558 shares; 2026Q1: 2,739 shares 2,739 $506K <0.01% +1,181 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691 shares; 2024Q4: 762 shares; 2025Q1: 1,169 shares; 2025Q2: 2,014 shares; 2025Q3: 6,987 shares; 2025Q4: 2,147 shares; 2026Q1: 2,481 shares 2,481 $506K <0.01% +334 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,987 shares; 2024Q4: 4,211 shares; 2025Q1: 4,212 shares; 2025Q2: 4,238 shares; 2025Q3: 4,680 shares; 2025Q4: 4,836 shares; 2026Q1: 5,376 shares 5,376 $502K <0.01% +540 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 12,950 shares; 2025Q1: 12,379 shares; 2025Q2: 14,424 shares; 2025Q3: 13,393 shares; 2025Q4: 12,882 shares; 2026Q1: 12,637 shares 12,637 $498K <0.01% -245 Timeline BBSB 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: 5,180 shares; 2024Q4: 5,055 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares; 2026Q1: 5,024 shares 5,024 $497K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 9 shares; 2025Q1: 43 shares; 2025Q2: 110 shares; 2025Q3: 289 shares; 2025Q4: 427 shares; 2026Q1: 729 shares 729 $497K <0.01% +302 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: 5,871 shares; 2024Q4: 5,840 shares; 2025Q1: 5,639 shares; 2025Q2: 4,493 shares; 2025Q3: 4,481 shares; 2025Q4: 4,266 shares; 2026Q1: 4,094 shares 4,094 $494K <0.01% -172 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: 15,229 shares; 2025Q1: 16,678 shares; 2025Q2: 14,717 shares; 2025Q3: 13,709 shares; 2025Q4: 12,995 shares; 2026Q1: 12,255 shares 12,255 $492K <0.01% -740 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 559 shares; 2025Q1: 576 shares; 2025Q2: 1,410 shares; 2025Q3: 1,603 shares; 2025Q4: 3,349 shares; 2026Q1: 3,646 shares 3,646 $491K <0.01% +297 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: 393 shares; 2024Q4: 511 shares; 2025Q1: 552 shares; 2025Q2: 1,131 shares; 2025Q3: 1,250 shares; 2025Q4: 1,335 shares; 2026Q1: 1,560 shares 1,560 $491K <0.01% +225 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 25,461 shares; 2025Q3: 25,301 shares; 2025Q4: 25,300 shares; 2026Q1: 23,328 shares 23,328 $490K <0.01% -1,972 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,615 shares; 2025Q1: 2,563 shares; 2025Q2: 3,676 shares; 2025Q3: 3,149 shares; 2025Q4: 4,797 shares; 2026Q1: 5,793 shares 5,793 $490K <0.01% +996 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,456 shares; 2024Q4: 2,617 shares; 2025Q1: 2,550 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares 2,685 $483K <0.01% 0 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: 208 shares; 2024Q4: 464 shares; 2025Q1: 524 shares; 2025Q2: 14,176 shares; 2025Q3: 3,527 shares; 2025Q4: 4,487 shares; 2026Q1: 12,644 shares 12,644 $481K <0.01% +8,157 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 1,648 shares; 2025Q2: 5,189 shares; 2025Q3: 4,806 shares; 2025Q4: 10,091 shares; 2026Q1: 9,654 shares 9,654 $480K <0.01% -437 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 85 shares; 2025Q1: 296 shares; 2025Q2: 23,408 shares; 2025Q3: 23,165 shares; 2025Q4: 22,329 shares; 2026Q1: 21,227 shares 21,227 $479K <0.01% -1,102 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 361 shares; 2025Q1: 337 shares; 2025Q2: 345 shares; 2025Q3: 402 shares; 2025Q4: 396 shares; 2026Q1: 2,282 shares 2,282 $479K <0.01% +1,886 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,577 shares; 2025Q1: 17,577 shares; 2025Q2: 19,547 shares; 2025Q3: 19,894 shares; 2025Q4: 27,568 shares; 2026Q1: 27,256 shares 27,256 $477K <0.01% -312 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 1,342 shares; 2025Q1: 333 shares; 2025Q2: 9,935 shares; 2025Q3: 9,443 shares; 2025Q4: 9,430 shares; 2026Q1: 9,837 shares 9,837 $476K <0.01% +407 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,653 shares; 2024Q4: 4,469 shares; 2025Q1: 4,454 shares; 2025Q2: 4,492 shares; 2025Q3: 4,339 shares; 2025Q4: 9,093 shares; 2026Q1: 9,441 shares 9,441 $476K <0.01% +348 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,746 shares; 2025Q1: 6,035 shares; 2025Q2: 8,512 shares; 2025Q3: 8,646 shares; 2025Q4: 8,204 shares; 2026Q1: 11,023 shares 11,023 $476K <0.01% +2,819 Timeline MDYG 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: 6,550 shares; 2024Q4: 6,506 shares; 2025Q1: 5,904 shares; 2025Q2: 5,071 shares; 2025Q3: 4,961 shares; 2025Q4: 4,959 shares; 2026Q1: 4,955 shares 4,955 $476K <0.01% -4 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,724 shares; 2024Q4: 60,408 shares; 2025Q1: 6,777 shares; 2025Q2: 9,318 shares; 2025Q3: 7,559 shares; 2025Q4: 5,810 shares; 2026Q1: 5,845 shares 5,845 $475K <0.01% +35 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 37,251 shares; 2025Q3: 37,729 shares; 2025Q4: 38,342 shares; 2026Q1: 38,653 shares 38,653 $471K <0.01% +311 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 623 shares; 2025Q1: 629 shares; 2025Q2: 730 shares; 2025Q3: 4,039 shares; 2025Q4: 3,437 shares; 2026Q1: 2,303 shares 2,303 $470K <0.01% -1,134 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 7,323 shares; 2025Q1: 6,283 shares; 2025Q2: 45,398 shares; 2025Q3: 44,402 shares; 2025Q4: 43,681 shares; 2026Q1: 10,374 shares 10,374 $470K <0.01% -33,307 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 644 shares; 2025Q1: 1,437 shares; 2025Q2: 1,683 shares; 2025Q3: 5,993 shares; 2025Q4: 7,344 shares; 2026Q1: 8,611 shares 8,611 $467K <0.01% +1,267 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 680 shares; 2025Q1: 1,002 shares; 2025Q2: 5,132 shares; 2025Q3: 3,524 shares; 2025Q4: 3,672 shares; 2026Q1: 3,322 shares 3,322 $466K <0.01% -350 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 16 shares; 2025Q1: 1,210 shares; 2025Q2: 8,193 shares; 2025Q3: 8,290 shares; 2025Q4: 8,426 shares; 2026Q1: 8,546 shares 8,546 $466K <0.01% +120 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,052 shares; 2024Q4: 39,831 shares; 2025Q1: 32,172 shares; 2025Q2: 29,402 shares; 2025Q3: 26,795 shares; 2025Q4: 23,008 shares; 2026Q1: 19,647 shares 19,647 $465K <0.01% -3,361 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,736 shares; 2024Q4: 14,363 shares; 2025Q1: 14,229 shares; 2025Q2: 14,590 shares; 2025Q3: 14,130 shares; 2025Q4: 3,747 shares; 2026Q1: 4,844 shares 4,844 $465K <0.01% +1,097 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,804 shares; 2024Q4: 2,177 shares; 2025Q1: 2,700 shares; 2025Q2: 1,952 shares; 2025Q3: 2,441 shares; 2025Q4: 3,432 shares; 2026Q1: 3,352 shares 3,352 $464K <0.01% -80 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 346 shares; 2025Q1: 663 shares; 2025Q2: 1,450 shares; 2025Q3: 2,686 shares; 2025Q4: 2,923 shares; 2026Q1: 4,959 shares 4,959 $463K <0.01% +2,036 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,284 shares; 2025Q1: 2,068 shares; 2025Q2: 2,251 shares; 2025Q3: 2,405 shares; 2025Q4: 3,284 shares; 2026Q1: 3,877 shares 3,877 $463K <0.01% +593 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: 25,190 shares; 2024Q4: 28,711 shares; 2025Q1: 28,463 shares; 2025Q2: 10,828 shares; 2025Q3: 30,262 shares; 2025Q4: 24,851 shares; 2026Q1: 30,673 shares 30,673 $462K <0.01% +5,822 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 212 shares; 2025Q1: 224 shares; 2025Q2: 387 shares; 2025Q3: 905 shares; 2025Q4: 1,695 shares; 2026Q1: 2,594 shares 2,594 $461K <0.01% +899 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,292 shares; 2025Q1: 1,161 shares; 2025Q2: 2,041 shares; 2025Q3: 3,339 shares; 2025Q4: 3,316 shares; 2026Q1: 5,429 shares 5,429 $461K <0.01% +2,113 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: 10,715 shares; 2024Q4: 8,731 shares; 2025Q1: 11,815 shares; 2025Q2: 8,817 shares; 2025Q3: 8,889 shares; 2025Q4: 9,261 shares; 2026Q1: 11,995 shares 11,995 $459K <0.01% +2,734 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 1,636 shares; 2025Q1: 2,453 shares; 2025Q2: 2,704 shares; 2025Q3: 2,807 shares; 2025Q4: 2,512 shares; 2026Q1: 3,667 shares 3,667 $458K <0.01% +1,155 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,564 shares; 2025Q1: 7,418 shares; 2025Q2: 10,937 shares; 2025Q3: 12,147 shares; 2025Q4: 11,956 shares; 2026Q1: 13,254 shares 13,254 $456K <0.01% +1,298 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 332 shares; 2025Q1: 301 shares; 2025Q2: 1,721 shares; 2025Q3: 3,564 shares; 2025Q4: 4,833 shares; 2026Q1: 4,834 shares 4,834 $455K <0.01% +1 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 11,186 shares; 2025Q1: 11,248 shares; 2025Q2: 16,332 shares; 2025Q3: 17,050 shares; 2025Q4: 15,409 shares; 2026Q1: 20,420 shares 20,420 $455K <0.01% +5,011 Timeline KRO KRONOS WORLDWIDE INC More: the full row for KRONOS WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 68,501 shares; 2025Q2: 69,210 shares; 2025Q3: 69,647 shares; 2025Q4: 69,363 shares; 2026Q1: 69,033 shares 69,033 $454K <0.01% -330 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 223 shares; 2025Q1: 243 shares; 2025Q2: 449 shares; 2025Q3: 763 shares; 2025Q4: 811 shares; 2026Q1: 1,513 shares 1,513 $452K <0.01% +702 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 2,688 shares; 2025Q1: 3,905 shares; 2025Q2: 3,128 shares; 2025Q3: 2,909 shares; 2025Q4: 1,742 shares; 2026Q1: 1,539 shares 1,539 $451K <0.01% -203 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: 10,003 shares; 2025Q1: 10,440 shares; 2025Q2: 10,155 shares; 2025Q3: 9,990 shares; 2025Q4: 7,688 shares; 2026Q1: 7,771 shares 7,771 $450K <0.01% +83 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: 3,315 shares; 2024Q4: 3,315 shares; 2025Q1: 3,315 shares; 2025Q2: 3,315 shares; 2025Q3: 3,768 shares; 2025Q4: 4,191 shares; 2026Q1: 4,148 shares 4,148 $448K <0.01% -43 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 8,217 shares; 2025Q1: 8,217 shares; 2025Q2: 8,217 shares; 2025Q3: 8,217 shares; 2025Q4: 8,217 shares; 2026Q1: 8,217 shares 8,217 $448K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 1,511 shares; 2025Q1: 1,551 shares; 2025Q2: 2,264 shares; 2025Q3: 1,872 shares; 2025Q4: 1,748 shares; 2026Q1: 5,544 shares 5,544 $447K <0.01% +3,796 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 78,805 shares; 2025Q1: 61,608 shares; 2025Q2: 42,017 shares; 2025Q3: 25,579 shares; 2025Q4: 20,481 shares; 2026Q1: 18,198 shares 18,198 $444K <0.01% -2,283 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: 8,769 shares; 2024Q4: 15,394 shares; 2025Q1: 15,394 shares; 2025Q2: 15,394 shares; 2025Q3: 15,394 shares; 2025Q4: 15,188 shares; 2026Q1: 15,188 shares 15,188 $442K <0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,233 shares; 2024Q4: 2,782 shares; 2025Q1: 2,808 shares; 2025Q2: 81,708 shares; 2025Q3: 81,724 shares; 2025Q4: 78,252 shares; 2026Q1: 79,439 shares 79,439 $441K <0.01% +1,187 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 10,844 shares; 2025Q1: 10,912 shares; 2025Q2: 21,598 shares; 2025Q3: 24,040 shares; 2025Q4: 22,877 shares; 2026Q1: 26,540 shares 26,540 $441K <0.01% +3,663 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,988 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 4,832 shares; 2025Q4: 3,994 shares; 2026Q1: 4,009 shares 4,009 $440K <0.01% +15 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 437 shares; 2025Q1: 595 shares; 2025Q2: 649 shares; 2025Q3: 1,338 shares; 2025Q4: 1,484 shares; 2026Q1: 4,460 shares 4,460 $439K <0.01% +2,976 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: 5,759 shares; 2024Q4: 13,279 shares; 2025Q1: 14,069 shares; 2025Q2: 14,004 shares; 2025Q3: 22,314 shares; 2025Q4: 17,840 shares; 2026Q1: 14,015 shares 14,015 $439K <0.01% -3,825 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: 12,849 shares; 2024Q4: 10,424 shares; 2025Q1: 10,424 shares; 2025Q2: 10,424 shares; 2025Q3: 13,002 shares; 2025Q4: 13,002 shares; 2026Q1: 13,002 shares 13,002 $439K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 925 shares; 2025Q1: 1,137 shares; 2025Q2: 5,838 shares; 2025Q3: 6,633 shares; 2025Q4: 6,937 shares; 2026Q1: 4,018 shares 4,018 $438K <0.01% -2,919 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,626 shares; 2024Q4: 10,263 shares; 2025Q1: 10,263 shares; 2025Q2: 17,085 shares; 2025Q3: 17,085 shares; 2025Q4: 16,324 shares; 2026Q1: 16,201 shares 16,201 $436K <0.01% -123 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,208 shares; 2024Q4: 3,520 shares; 2025Q1: 3,556 shares; 2025Q2: 4,370 shares; 2025Q3: 4,380 shares; 2025Q4: 4,732 shares; 2026Q1: 5,253 shares 5,253 $435K <0.01% +521 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,081 shares; 2024Q4: 6,524 shares; 2025Q1: 8,061 shares; 2025Q2: 7,114 shares; 2025Q3: 8,615 shares; 2025Q4: 8,809 shares; 2026Q1: 8,990 shares 8,990 $433K <0.01% +181 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 632 shares; 2025Q1: 711 shares; 2025Q2: 1,668 shares; 2025Q3: 2,869 shares; 2025Q4: 7,451 shares; 2026Q1: 10,084 shares 10,084 $433K <0.01% +2,633 Timeline