EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,866 shares; 2024Q4: 9,891 shares; 2025Q1: 9,891 shares; 2025Q2: 9,891 shares; 2025Q3: 9,891 shares; 2025Q4: 9,925 shares; 2026Q1: 9,866 shares 9,866 $431K <0.01% -59 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,524 shares; 2024Q4: 12,804 shares; 2025Q1: 12,658 shares; 2025Q2: 12,432 shares; 2025Q3: 11,771 shares; 2025Q4: 11,438 shares; 2026Q1: 11,104 shares 11,104 $429K <0.01% -334 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,904 shares; 2025Q1: 1,793 shares; 2025Q2: 2,644 shares; 2025Q3: 4,201 shares; 2025Q4: 5,090 shares; 2026Q1: 7,598 shares 7,598 $429K <0.01% +2,508 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 808 shares; 2025Q1: 1,458 shares; 2025Q2: 2,340 shares; 2025Q3: 6,122 shares; 2025Q4: 16,785 shares; 2026Q1: 16,880 shares 16,880 $429K <0.01% +95 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 31,684 shares; 2025Q3: 31,754 shares; 2025Q4: 37,360 shares; 2026Q1: 34,657 shares 34,657 $427K <0.01% -2,703 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,861 shares; 2026Q1: 14,861 shares 14,861 $427K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 4,892 shares; 2025Q1: 2,642 shares; 2025Q2: 3,151 shares; 2025Q3: 2,946 shares; 2025Q4: 4,311 shares; 2026Q1: 4,560 shares 4,560 $425K <0.01% +249 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 597 shares; 2025Q1: 618 shares; 2025Q2: 691 shares; 2025Q3: 1,290 shares; 2025Q4: 1,353 shares; 2026Q1: 1,283 shares 1,283 $425K <0.01% -70 Timeline PPA 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: 658 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 2,401 shares; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares; 2026Q1: 2,551 shares 2,551 $423K <0.01% +145 Timeline PJUL 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: 8,043 shares; 2024Q4: 8,327 shares; 2025Q1: 7,836 shares; 2025Q2: 7,836 shares; 2025Q3: 1,308,146 shares; 2025Q4: 9,180 shares; 2026Q1: 9,174 shares 9,174 $422K <0.01% -6 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: 1,377 shares; 2025Q1: 1,418 shares; 2025Q2: 32,497 shares; 2025Q3: 33,076 shares; 2025Q4: 33,148 shares; 2026Q1: 2,588 shares 2,588 $421K <0.01% -30,560 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,020 shares; 2024Q4: 3,185 shares; 2025Q1: 3,724 shares; 2025Q2: 3,503 shares; 2025Q3: 4,070 shares; 2025Q4: 3,078 shares; 2026Q1: 3,089 shares 3,089 $420K <0.01% +11 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,775 shares; 2025Q1: 1,851 shares; 2025Q2: 2,071 shares; 2025Q3: 2,259 shares; 2025Q4: 2,468 shares; 2026Q1: 2,595 shares 2,595 $420K <0.01% +127 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 162 shares; 2025Q1: 109 shares; 2025Q2: 1,463 shares; 2025Q3: 2,910 shares; 2025Q4: 2,797 shares; 2026Q1: 3,048 shares 3,048 $416K <0.01% +251 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,992 shares; 2025Q4: 34,562 shares; 2026Q1: 34,103 shares 34,103 $415K <0.01% -459 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 2,723 shares; 2025Q1: 2,393 shares; 2025Q2: 2,383 shares; 2025Q3: 4,757 shares; 2025Q4: 5,389 shares; 2026Q1: 5,724 shares 5,724 $415K <0.01% +335 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 3,315 shares; 2025Q1: 3,482 shares; 2025Q2: 3,481 shares; 2025Q3: 3,660 shares; 2025Q4: 6,763 shares; 2026Q1: 6,727 shares 6,727 $415K <0.01% -36 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 715 shares; 2025Q1: 661 shares; 2025Q2: 2,744 shares; 2025Q3: 947 shares; 2025Q4: 787 shares; 2026Q1: 2,707 shares 2,707 $414K <0.01% +1,920 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,724 shares; 2024Q4: 8,991 shares; 2025Q1: 8,408 shares; 2025Q2: 9,183 shares; 2025Q3: 8,298 shares; 2025Q4: not reported; 2026Q1: 4,463 shares 4,463 $414K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: 449 shares; 2025Q2: 1,703 shares; 2025Q3: 2,055 shares; 2025Q4: 2,064 shares; 2026Q1: 3,105 shares 3,105 $414K <0.01% +1,041 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,128 shares; 2024Q4: 6,066 shares; 2025Q1: 6,095 shares; 2025Q2: 6,497 shares; 2025Q3: 6,871 shares; 2025Q4: 9,082 shares; 2026Q1: 8,843 shares 8,843 $413K <0.01% -239 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 119 shares; 2025Q2: 310 shares; 2025Q3: 401 shares; 2025Q4: 1,699 shares; 2026Q1: 2,494 shares 2,494 $411K <0.01% +795 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,162 shares; 2024Q4: 2,126 shares; 2025Q1: 2,321 shares; 2025Q2: 3,345 shares; 2025Q3: 3,779 shares; 2025Q4: 3,830 shares; 2026Q1: 5,746 shares 5,746 $408K <0.01% +1,916 Timeline SPYI 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: 3,238 shares; 2025Q1: 2,922 shares; 2025Q2: 10,872 shares; 2025Q3: 6,807 shares; 2025Q4: 7,642 shares; 2026Q1: 8,264 shares 8,264 $408K <0.01% +622 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 62 shares; 2025Q1: 131 shares; 2025Q2: 1,337 shares; 2025Q3: 2,129 shares; 2025Q4: 3,266 shares; 2026Q1: 6,070 shares 6,070 $408K <0.01% +2,804 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,442 shares; 2025Q1: 1,572 shares; 2025Q2: 2,002 shares; 2025Q3: 2,775 shares; 2025Q4: 3,164 shares; 2026Q1: 2,706 shares 2,706 $407K <0.01% -458 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 482 shares; 2025Q1: 931 shares; 2025Q2: 1,904 shares; 2025Q3: 2,684 shares; 2025Q4: 4,100 shares; 2026Q1: 4,342 shares 4,342 $406K <0.01% +242 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,619 shares; 2025Q1: 1,649 shares; 2025Q2: 1,680 shares; 2025Q3: 1,988 shares; 2025Q4: 2,404 shares; 2026Q1: 2,139 shares 2,139 $406K <0.01% -265 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 135 shares; 2025Q1: 166 shares; 2025Q2: 201 shares; 2025Q3: 1,500 shares; 2025Q4: 6,697 shares; 2026Q1: 10,007 shares 10,007 $406K <0.01% +3,310 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 214 shares; 2025Q1: 254 shares; 2025Q2: 418 shares; 2025Q3: 534 shares; 2025Q4: 555 shares; 2026Q1: 776 shares 776 $406K <0.01% +221 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,870 shares; 2025Q4: 20,397 shares; 2026Q1: 20,492 shares 20,492 $405K <0.01% +95 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66 shares; 2024Q4: 3,267 shares; 2025Q1: 3,271 shares; 2025Q2: 3,408 shares; 2025Q3: 3,160 shares; 2025Q4: 2,183 shares; 2026Q1: 2,264 shares 2,264 $405K <0.01% +81 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 4,009 shares; 2025Q1: 3,381 shares; 2025Q2: 3,440 shares; 2025Q3: 3,694 shares; 2025Q4: 2,804 shares; 2026Q1: 3,082 shares 3,082 $404K <0.01% +278 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 5,475 shares 5,475 $404K <0.01% +5,225 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 208 shares; 2025Q1: 232 shares; 2025Q2: 383 shares; 2025Q3: 407 shares; 2025Q4: 2,055 shares; 2026Q1: 2,335 shares 2,335 $402K <0.01% +280 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,378 shares; 2025Q1: 1,646 shares; 2025Q2: 7,180 shares; 2025Q3: 7,363 shares; 2025Q4: 7,084 shares; 2026Q1: 5,980 shares 5,980 $401K <0.01% -1,104 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 470 shares; 2025Q1: 465 shares; 2025Q2: 4,357 shares; 2025Q3: 4,406 shares; 2025Q4: 4,261 shares; 2026Q1: 4,735 shares 4,735 $401K <0.01% +474 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,857 shares; 2024Q4: 27,103 shares; 2025Q1: 28,435 shares; 2025Q2: 29,185 shares; 2025Q3: 28,695 shares; 2025Q4: 29,090 shares; 2026Q1: 26,651 shares 26,651 $400K <0.01% -2,439 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,291 shares; 2025Q1: 3,271 shares; 2025Q2: 3,311 shares; 2025Q3: 3,346 shares; 2025Q4: 3,959 shares; 2026Q1: 4,402 shares 4,402 $399K <0.01% +443 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,714 shares; 2025Q2: 5,771 shares; 2025Q3: 2,000 shares; 2025Q4: 12,847 shares; 2026Q1: 15,230 shares 15,230 $399K <0.01% +2,383 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 550 shares; 2025Q1: 662 shares; 2025Q2: 960 shares; 2025Q3: 3,467 shares; 2025Q4: 5,717 shares; 2026Q1: 9,396 shares 9,396 $399K <0.01% +3,679 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 14 shares; 2025Q3: 26 shares; 2025Q4: 34 shares; 2026Q1: 61 shares 61 $399K <0.01% +27 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 206 shares; 2025Q1: 246 shares; 2025Q2: 260 shares; 2025Q3: 311 shares; 2025Q4: 554 shares; 2026Q1: 659 shares 659 $399K <0.01% +105 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 3,591 shares; 2025Q1: 3,711 shares; 2025Q2: 16,827 shares; 2025Q3: 16,923 shares; 2025Q4: 16,099 shares; 2026Q1: 16,207 shares 16,207 $398K <0.01% +108 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 425 shares; 2025Q1: 1,324 shares; 2025Q2: 45,276 shares; 2025Q3: 45,607 shares; 2025Q4: 46,731 shares; 2026Q1: 45,893 shares 45,893 $396K <0.01% -838 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 20,381 shares; 2025Q1: 20,381 shares; 2025Q2: 20,381 shares; 2025Q3: 20,480 shares; 2025Q4: 19,119 shares; 2026Q1: 19,420 shares 19,420 $395K <0.01% +301 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 133,688 shares; 2025Q1: 102,060 shares; 2025Q2: 76,549 shares; 2025Q3: 50,144 shares; 2025Q4: 49,668 shares; 2026Q1: 41,389 shares 41,389 $392K <0.01% -8,279 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 1,081 shares; 2025Q1: 2,846 shares; 2025Q2: 3,807 shares; 2025Q3: 4,936 shares; 2025Q4: 5,622 shares; 2026Q1: 6,244 shares 6,244 $392K <0.01% +622 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,890 shares; 2024Q4: 9,179 shares; 2025Q1: 8,319 shares; 2025Q2: 7,744 shares; 2025Q3: 6,611 shares; 2025Q4: 6,873 shares; 2026Q1: 6,849 shares 6,849 $392K <0.01% -24 Timeline EMNT 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: 1,048 shares; 2024Q4: 1,013 shares; 2025Q1: 3,982 shares; 2025Q2: 3,930 shares; 2025Q3: 3,930 shares; 2025Q4: 3,951 shares; 2026Q1: 3,950 shares 3,950 $391K <0.01% -1 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 84,377 shares; 2025Q1: 67,664 shares; 2025Q2: 44,342 shares; 2025Q3: 22,658 shares; 2025Q4: 18,174 shares; 2026Q1: 15,522 shares 15,522 $390K <0.01% -2,652 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,396 shares; 2024Q4: 1,450 shares; 2025Q1: 1,566 shares; 2025Q2: 1,717 shares; 2025Q3: 2,711 shares; 2025Q4: 2,840 shares; 2026Q1: 2,832 shares 2,832 $389K <0.01% -8 Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 771 shares; 2025Q4: 1,370 shares; 2026Q1: 7,800 shares 7,800 $388K <0.01% +6,430 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 596 shares; 2025Q1: 619 shares; 2025Q2: 886 shares; 2025Q3: 1,247 shares; 2025Q4: 1,272 shares; 2026Q1: 1,201 shares 1,201 $386K <0.01% -71 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 364 shares; 2025Q1: 556 shares; 2025Q2: 1,599 shares; 2025Q3: 1,724 shares; 2025Q4: 2,272 shares; 2026Q1: 2,212 shares 2,212 $383K <0.01% -60 Timeline DRIV 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: 12,512 shares; 2024Q4: 12,446 shares; 2025Q1: 10,971 shares; 2025Q2: 11,441 shares; 2025Q3: 13,434 shares; 2025Q4: 12,332 shares; 2026Q1: 12,501 shares 12,501 $382K <0.01% +169 Timeline ERY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,054 shares 37,054 $381K <0.01% new Timeline SDG 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: 4,968 shares; 2024Q4: 4,887 shares; 2025Q1: 4,887 shares; 2025Q2: 4,887 shares; 2025Q3: 4,887 shares; 2025Q4: 4,887 shares; 2026Q1: 4,534 shares 4,534 $381K <0.01% -353 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,354 shares; 2024Q4: 6,305 shares; 2025Q1: 5,059 shares; 2025Q2: 9,598 shares; 2025Q3: 9,417 shares; 2025Q4: 9,339 shares; 2026Q1: 16,662 shares 16,662 $380K <0.01% +7,323 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 590 shares; 2025Q1: 616 shares; 2025Q2: 661 shares; 2025Q3: 1,433 shares; 2025Q4: 2,089 shares; 2026Q1: 1,711 shares 1,711 $378K <0.01% -378 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,909 shares; 2025Q1: 2,909 shares; 2025Q2: 2,909 shares; 2025Q3: 2,909 shares; 2025Q4: 7,527 shares; 2026Q1: 7,576 shares 7,576 $377K <0.01% +49 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,229 shares; 2024Q4: 11,248 shares; 2025Q1: 8,594 shares; 2025Q2: 7,721 shares; 2025Q3: 7,681 shares; 2025Q4: 7,694 shares; 2026Q1: 8,064 shares 8,064 $377K <0.01% +370 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,076 shares; 2026Q1: 51,471 shares 51,471 $375K <0.01% +38,395 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 43 shares; 2025Q1: 88 shares; 2025Q2: 242 shares; 2025Q3: 301 shares; 2025Q4: 677 shares; 2026Q1: 1,088 shares 1,088 $374K <0.01% +411 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103 shares; 2024Q4: 100 shares; 2025Q1: 111 shares; 2025Q2: 215 shares; 2025Q3: 251 shares; 2025Q4: 315 shares; 2026Q1: 350 shares 350 $374K <0.01% +35 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 98 shares; 2025Q1: 92 shares; 2025Q2: 122 shares; 2025Q3: 187 shares; 2025Q4: 439 shares; 2026Q1: 2,210 shares 2,210 $373K <0.01% +1,771 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 752 shares; 2025Q3: 1,154 shares; 2025Q4: 6,531 shares; 2026Q1: 9,467 shares 9,467 $371K <0.01% +2,936 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 4,603 shares; 2025Q1: 4,814 shares; 2025Q2: 69,842 shares; 2025Q3: 77,554 shares; 2025Q4: 62,589 shares; 2026Q1: 22,581 shares 22,581 $371K <0.01% -40,008 Timeline ROG ROGERS CORP More: the full row for ROGERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,353 shares; 2024Q4: 3,352 shares; 2025Q1: 3,439 shares; 2025Q2: 3,421 shares; 2025Q3: 3,413 shares; 2025Q4: 3,431 shares; 2026Q1: 3,449 shares 3,449 $370K <0.01% +18 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 4,783 shares; 2025Q1: 5,136 shares; 2025Q2: 6,858 shares; 2025Q3: 6,537 shares; 2025Q4: 6,778 shares; 2026Q1: 7,301 shares 7,301 $370K <0.01% +523 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,698 shares; 2025Q1: 1,896 shares; 2025Q2: 4,255 shares; 2025Q3: 8,139 shares; 2025Q4: 10,365 shares; 2026Q1: 19,300 shares 19,300 $370K <0.01% +8,935 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,580 shares; 2024Q4: 13,130 shares; 2025Q1: 10,203 shares; 2025Q2: 9,750 shares; 2025Q3: 6,116 shares; 2025Q4: 5,563 shares; 2026Q1: 6,256 shares 6,256 $369K <0.01% +693 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 3,812 shares; 2025Q1: 3,845 shares; 2025Q2: 5,346 shares; 2025Q3: 5,801 shares; 2025Q4: 4,348 shares; 2026Q1: 4,475 shares 4,475 $369K <0.01% +127 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 319 shares; 2025Q1: 320 shares; 2025Q2: 357 shares; 2025Q3: 1,480 shares; 2025Q4: 4,324 shares; 2026Q1: 9,901 shares 9,901 $369K <0.01% +5,577 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 2,397 shares; 2025Q1: 2,053 shares; 2025Q2: 4,471 shares; 2025Q3: 6,666 shares; 2025Q4: 7,573 shares; 2026Q1: 8,761 shares 8,761 $368K <0.01% +1,188 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 150 shares; 2025Q1: 228 shares; 2025Q2: 781 shares; 2025Q3: 2,151 shares; 2025Q4: 930 shares; 2026Q1: 2,755 shares 2,755 $367K <0.01% +1,825 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 88 shares; 2025Q1: 95 shares; 2025Q2: 257 shares; 2025Q3: 315 shares; 2025Q4: 1,202 shares; 2026Q1: 1,074 shares 1,074 $367K <0.01% -128 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,982 shares; 2024Q4: 40,771 shares; 2025Q1: 35,641 shares; 2025Q2: 25,925 shares; 2025Q3: 25,890 shares; 2025Q4: 18,742 shares; 2026Q1: 17,071 shares 17,071 $367K <0.01% -1,671 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,821 shares; 2024Q4: 2,836 shares; 2025Q1: 2,099 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,037 shares; 2026Q1: 2,037 shares 2,037 $367K <0.01% 0 Timeline PFBC PREFERRED BK LOS ANGELES CA More: the full row for PREFERRED BK LOS ANGELES CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 4,011 shares; 2025Q3: 4,011 shares; 2025Q4: 4,022 shares; 2026Q1: 4,036 shares 4,036 $366K <0.01% +14 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,564 shares; 2024Q4: 23,751 shares; 2025Q1: 23,511 shares; 2025Q2: 23,766 shares; 2025Q3: 21,495 shares; 2025Q4: 12,478 shares; 2026Q1: 12,490 shares 12,490 $364K <0.01% +12 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 63 shares; 2026Q1: 64 shares 64 $362K <0.01% +1 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,961 shares; 2024Q4: 5,329 shares; 2025Q1: 5,329 shares; 2025Q2: 5,298 shares; 2025Q3: 5,362 shares; 2025Q4: 5,679 shares; 2026Q1: 4,868 shares 4,868 $361K <0.01% -811 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,027 shares; 2024Q4: 19,376 shares; 2025Q1: 9,009 shares; 2025Q2: 9,009 shares; 2025Q3: 9,009 shares; 2025Q4: 9,009 shares; 2026Q1: 9,009 shares 9,009 $360K <0.01% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: 1,014 shares; 2025Q1: 702 shares; 2025Q2: 959 shares; 2025Q3: 1,188 shares; 2025Q4: 1,355 shares; 2026Q1: 5,029 shares 5,029 $360K <0.01% +3,674 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 270 shares; 2025Q1: 335 shares; 2025Q2: 354 shares; 2025Q3: 534 shares; 2025Q4: 1,637 shares; 2026Q1: 2,455 shares 2,455 $357K <0.01% +818 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,148 shares; 2024Q4: 15,584 shares; 2025Q1: 10,895 shares; 2025Q2: 12,778 shares; 2025Q3: 14,662 shares; 2025Q4: 16,162 shares; 2026Q1: 20,995 shares 20,995 $356K <0.01% +4,833 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,194 shares; 2024Q4: 5,528 shares; 2025Q1: 8,134 shares; 2025Q2: 6,827 shares; 2025Q3: 7,115 shares; 2025Q4: 8,132 shares; 2026Q1: 9,085 shares 9,085 $355K <0.01% +953 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414 shares; 2024Q4: 834 shares; 2025Q1: 611 shares; 2025Q2: 684 shares; 2025Q3: 928 shares; 2025Q4: 9,433 shares; 2026Q1: 9,444 shares 9,444 $354K <0.01% +11 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 3,830 shares; 2025Q4: 3,797 shares; 2026Q1: 3,637 shares 3,637 $352K <0.01% -160 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,704 shares; 2024Q4: 7,522 shares; 2025Q1: 6,203 shares; 2025Q2: 7,238 shares; 2025Q3: 10,919 shares; 2025Q4: 9,854 shares; 2026Q1: 9,523 shares 9,523 $352K <0.01% -331 Timeline RAVI 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: 7,241 shares; 2024Q4: 5,420 shares; 2025Q1: 4,846 shares; 2025Q2: 4,850 shares; 2025Q3: 4,854 shares; 2025Q4: 4,769 shares; 2026Q1: 4,662 shares 4,662 $352K <0.01% -107 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423 shares; 2024Q4: 415 shares; 2025Q1: 488 shares; 2025Q2: 10,891 shares; 2025Q3: 1,501 shares; 2025Q4: 1,572 shares; 2026Q1: 5,386 shares 5,386 $351K <0.01% +3,814 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 215 shares; 2025Q1: 221 shares; 2025Q2: 114 shares; 2025Q3: 121 shares; 2025Q4: 256 shares; 2026Q1: 277 shares 277 $349K <0.01% +21 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173 shares; 2025Q1: 2,019 shares; 2025Q2: 5,019 shares; 2025Q3: 5,019 shares; 2025Q4: 6,182 shares; 2026Q1: 6,909 shares 6,909 $349K <0.01% +727 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,274 shares; 2024Q4: 5,561 shares; 2025Q1: 7,681 shares; 2025Q2: 5,777 shares; 2025Q3: 8,308 shares; 2025Q4: 10,150 shares; 2026Q1: 10,743 shares 10,743 $348K <0.01% +593 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 3,888 shares; 2025Q1: 3,947 shares; 2025Q2: 3,761 shares; 2025Q3: 3,403 shares; 2025Q4: 3,604 shares; 2026Q1: 3,605 shares 3,605 $348K <0.01% +1 Timeline SCHP 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: 1,953 shares; 2024Q4: 17,976 shares; 2025Q1: 11,174 shares; 2025Q2: 14,560 shares; 2025Q3: 15,428 shares; 2025Q4: 17,832 shares; 2026Q1: 13,084 shares 13,084 $348K <0.01% -4,748 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,849 shares; 2024Q4: 9,499 shares; 2025Q1: 9,136 shares; 2025Q2: 12,344 shares; 2025Q3: 14,156 shares; 2025Q4: 16,606 shares; 2026Q1: 16,783 shares 16,783 $347K <0.01% +177 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,125 shares; 2025Q1: 1,314 shares; 2025Q2: 2,805 shares; 2025Q3: 6,262 shares; 2025Q4: 9,668 shares; 2026Q1: 14,349 shares 14,349 $347K <0.01% +4,681 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214 shares; 2024Q4: 1,792 shares; 2025Q1: 1,948 shares; 2025Q2: 2,723 shares; 2025Q3: 3,023 shares; 2025Q4: 3,509 shares; 2026Q1: 3,721 shares 3,721 $347K <0.01% +212 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,012 shares; 2024Q4: 14,515 shares; 2025Q1: 12,446 shares; 2025Q2: 9,988 shares; 2025Q3: 9,096 shares; 2025Q4: 8,573 shares; 2026Q1: 8,640 shares 8,640 $347K <0.01% +67 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,900 shares; 2025Q1: 1,774 shares; 2025Q2: 3,046 shares; 2025Q3: 9,754 shares; 2025Q4: 7,524 shares; 2026Q1: 12,743 shares 12,743 $344K <0.01% +5,219 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,025 shares; 2024Q4: 348,791 shares; 2025Q1: 475,734 shares; 2025Q2: 23,383 shares; 2025Q3: 12,608 shares; 2025Q4: 10,706 shares; 2026Q1: 9,480 shares 9,480 $344K <0.01% -1,226 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 7,562 shares; 2025Q1: 7,567 shares; 2025Q2: 7,574 shares; 2025Q3: 7,588 shares; 2025Q4: 7,602 shares; 2026Q1: 7,686 shares 7,686 $343K <0.01% +84 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 778 shares; 2025Q1: 1,462 shares; 2025Q2: 2,234 shares; 2025Q3: 4,648 shares; 2025Q4: 5,720 shares; 2026Q1: 6,676 shares 6,676 $343K <0.01% +956 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326 shares; 2024Q4: 228 shares; 2025Q1: 8,617 shares; 2025Q2: 8,695 shares; 2025Q3: 9,719 shares; 2025Q4: 12,210 shares; 2026Q1: 18,353 shares 18,353 $343K <0.01% +6,143 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,124 shares; 2025Q1: 3,046 shares; 2025Q2: 4,451 shares; 2025Q3: 4,041 shares; 2025Q4: 3,829 shares; 2026Q1: 3,334 shares 3,334 $343K <0.01% -495 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 2,817 shares; 2025Q1: 2,440 shares; 2025Q2: 2,444 shares; 2025Q3: 2,532 shares; 2025Q4: 2,728 shares; 2026Q1: 2,601 shares 2,601 $341K <0.01% -127 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 3,486 shares; 2025Q1: 3,716 shares; 2025Q2: 3,735 shares; 2025Q3: 6,857 shares; 2025Q4: 6,872 shares; 2026Q1: 6,177 shares 6,177 $341K <0.01% -695 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,580 shares; 2024Q4: 7,580 shares; 2025Q1: 7,580 shares; 2025Q2: 7,580 shares; 2025Q3: 7,580 shares; 2025Q4: 7,580 shares; 2026Q1: 7,580 shares 7,580 $340K <0.01% 0 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,858,658 shares; 2026Q1: 15,842 shares 15,842 $340K <0.01% -1,842,816 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,106 shares; 2024Q4: 9,592 shares; 2025Q1: 11,046 shares; 2025Q2: 11,812 shares; 2025Q3: 20,159 shares; 2025Q4: 18,483 shares; 2026Q1: 25,880 shares 25,880 $340K <0.01% +7,397 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,707 shares; 2025Q1: 1,737 shares; 2025Q2: 2,027 shares; 2025Q3: 2,121 shares; 2025Q4: 2,281 shares; 2026Q1: 2,494 shares 2,494 $338K <0.01% +213 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,508 shares; 2025Q1: 1,579 shares; 2025Q2: 3,090 shares; 2025Q3: 5,230 shares; 2025Q4: 5,637 shares; 2026Q1: 5,962 shares 5,962 $337K <0.01% +325 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 711 shares; 2025Q2: 410 shares; 2025Q3: not reported; 2025Q4: 3,627 shares; 2026Q1: 5,678 shares 5,678 $337K <0.01% +2,051 Timeline XLB 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: 3,772 shares; 2024Q4: 3,846 shares; 2025Q1: 3,773 shares; 2025Q2: 3,661 shares; 2025Q3: 3,381 shares; 2025Q4: 6,688 shares; 2026Q1: 6,688 shares 6,688 $334K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 199 shares; 2025Q1: 191 shares; 2025Q2: 435 shares; 2025Q3: 1,033 shares; 2025Q4: 772 shares; 2026Q1: 2,510 shares 2,510 $334K <0.01% +1,738 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 904 shares; 2024Q4: 1,723 shares; 2025Q1: 925 shares; 2025Q2: 5,235 shares; 2025Q3: 5,392 shares; 2025Q4: 5,140 shares; 2026Q1: 5,142 shares 5,142 $334K <0.01% +2 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: 7,889 shares; 2025Q3: 17,952 shares; 2025Q4: 17,366 shares; 2026Q1: 20,985 shares 20,985 $334K <0.01% +3,619 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 3,396 shares; 2025Q1: 3,218 shares; 2025Q2: 3,961 shares; 2025Q3: 5,332 shares; 2025Q4: 5,254 shares; 2026Q1: 5,543 shares 5,543 $334K <0.01% +289 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 1,023 shares; 2025Q1: 679 shares; 2025Q2: 2,775 shares; 2025Q3: 2,445 shares; 2025Q4: 2,233 shares; 2026Q1: 2,204 shares 2,204 $333K <0.01% -29 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 599 shares; 2025Q1: 607 shares; 2025Q2: 8,698 shares; 2025Q3: 8,707 shares; 2025Q4: 8,730 shares; 2026Q1: 8,738 shares 8,738 $331K <0.01% +8 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 204 shares; 2025Q1: 130 shares; 2025Q2: 709 shares; 2025Q3: 1,435 shares; 2025Q4: 4,504 shares; 2026Q1: 25,660 shares 25,660 $331K <0.01% +21,156 Timeline CORP 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: 41,840 shares; 2024Q4: 18,080 shares; 2025Q1: 10,458 shares; 2025Q2: 6,275 shares; 2025Q3: 5,395 shares; 2025Q4: 4,399 shares; 2026Q1: 3,412 shares 3,412 $330K <0.01% -987 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 374 shares; 2025Q1: 354 shares; 2025Q2: 362 shares; 2025Q3: 463 shares; 2025Q4: 429 shares; 2026Q1: 922 shares 922 $330K <0.01% +493 Timeline IEF 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: 1,331 shares; 2024Q4: 1,078 shares; 2025Q1: 1,293 shares; 2025Q2: 1,474 shares; 2025Q3: 2,536 shares; 2025Q4: 2,451 shares; 2026Q1: 3,437 shares 3,437 $328K <0.01% +986 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 39 shares; 2025Q1: 237 shares; 2025Q2: 581 shares; 2025Q3: 748 shares; 2025Q4: 2,225 shares; 2026Q1: 3,233 shares 3,233 $328K <0.01% +1,008 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236 shares; 2024Q4: 1,814 shares; 2025Q1: 2,045 shares; 2025Q2: 4,627 shares; 2025Q3: 6,088 shares; 2025Q4: 4,122 shares; 2026Q1: 3,482 shares 3,482 $327K <0.01% -640 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,232 shares; 2025Q1: 6,150 shares; 2025Q2: 6,129 shares; 2025Q3: 6,131 shares; 2025Q4: 6,102 shares; 2026Q1: 6,039 shares 6,039 $327K <0.01% -63 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 372 shares; 2025Q1: 409 shares; 2025Q2: 536 shares; 2025Q3: 686 shares; 2025Q4: 1,513 shares; 2026Q1: 675 shares 675 $327K <0.01% -838 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 1,048 shares; 2025Q1: 1,321 shares; 2025Q2: 1,522 shares; 2025Q3: 1,643 shares; 2025Q4: 1,624 shares; 2026Q1: 1,669 shares 1,669 $327K <0.01% +45 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,225 shares; 2024Q4: 5,598 shares; 2025Q1: 5,961 shares; 2025Q2: 5,850 shares; 2025Q3: 5,878 shares; 2025Q4: 7,528 shares; 2026Q1: 5,021 shares 5,021 $327K <0.01% -2,507 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,847 shares; 2024Q4: 1,723 shares; 2025Q1: 1,735 shares; 2025Q2: 1,801 shares; 2025Q3: 2,256 shares; 2025Q4: 2,271 shares; 2026Q1: 2,272 shares 2,272 $325K <0.01% +1 Timeline MGRC MCGRATH RENTCORP More: the full row for MCGRATH RENTCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,664 shares; 2025Q3: 3,004 shares; 2025Q4: 2,940 shares; 2026Q1: 2,935 shares 2,935 $324K <0.01% -5 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 158 shares; 2025Q1: 192 shares; 2025Q2: 202 shares; 2025Q3: 224 shares; 2025Q4: 733 shares; 2026Q1: 5,219 shares 5,219 $323K <0.01% +4,486 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 3,500 shares; 2025Q1: 300 shares; 2025Q2: 19,776 shares; 2025Q3: 19,776 shares; 2025Q4: 32,276 shares; 2026Q1: 34,905 shares 34,905 $321K <0.01% +2,629 Timeline EFG 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: 3,092 shares; 2024Q4: 2,890 shares; 2025Q1: 2,984 shares; 2025Q2: 2,774 shares; 2025Q3: 3,025 shares; 2025Q4: 2,968 shares; 2026Q1: 2,886 shares 2,886 $321K <0.01% -82 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,825 shares; 2025Q1: 6,991 shares; 2025Q2: 7,054 shares; 2025Q3: 6,465 shares; 2025Q4: 6,707 shares; 2026Q1: 6,494 shares 6,494 $321K <0.01% -213 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 149 shares; 2025Q1: 164 shares; 2025Q2: 275 shares; 2025Q3: 478 shares; 2025Q4: 445 shares; 2026Q1: 1,311 shares 1,311 $320K <0.01% +866 Timeline DVOL 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: 9,218 shares; 2024Q4: 9,218 shares; 2025Q1: 9,218 shares; 2025Q2: 9,219 shares; 2025Q3: 9,218 shares; 2025Q4: 9,218 shares; 2026Q1: 9,218 shares 9,218 $319K <0.01% 0 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,358 shares; 2024Q4: 120,370 shares; 2025Q1: 166,912 shares; 2025Q2: 179,930 shares; 2025Q3: 17,166 shares; 2025Q4: 14,831 shares; 2026Q1: 9,388 shares 9,388 $319K <0.01% -5,443 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,335 shares; 2025Q3: 6,778 shares; 2025Q4: 6,778 shares; 2026Q1: 6,778 shares 6,778 $317K <0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,993 shares; 2024Q4: 4,513 shares; 2025Q1: 4,617 shares; 2025Q2: 4,635 shares; 2025Q3: 5,937 shares; 2025Q4: 4,909 shares; 2026Q1: 5,050 shares 5,050 $317K <0.01% +141 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 431 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 2,110 shares; 2025Q4: 1,864 shares; 2026Q1: 1,996 shares 1,996 $316K <0.01% +132 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 10,200 shares; 2026Q1: 11,400 shares 11,400 $314K <0.01% +1,200 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 158 shares; 2025Q1: 250 shares; 2025Q2: 342 shares; 2025Q3: 423 shares; 2025Q4: 627 shares; 2026Q1: 5,485 shares 5,485 $313K <0.01% +4,858 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,158 shares; 2025Q1: 1,394 shares; 2025Q2: 2,612 shares; 2025Q3: 3,038 shares; 2025Q4: 3,154 shares; 2026Q1: 2,850 shares 2,850 $312K <0.01% -304 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,970 shares; 2025Q3: 5,970 shares; 2025Q4: 7,365 shares; 2026Q1: 7,365 shares 7,365 $312K <0.01% 0 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 360 shares; 2025Q1: 147 shares; 2025Q2: 237 shares; 2025Q3: 309 shares; 2025Q4: 643 shares; 2026Q1: 2,335 shares 2,335 $311K <0.01% +1,692 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 5,280 shares; 2025Q3: 4,691 shares; 2025Q4: 15,691 shares; 2026Q1: 36,461 shares 36,461 $311K <0.01% +20,770 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,654 shares; 2024Q4: 4,190 shares; 2025Q1: 4,529 shares; 2025Q2: 4,659 shares; 2025Q3: 4,788 shares; 2025Q4: 4,757 shares; 2026Q1: 4,752 shares 4,752 $310K <0.01% -5 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,787 shares; 2025Q2: 3,869 shares; 2025Q3: 3,869 shares; 2025Q4: 3,060 shares; 2026Q1: 2,525 shares 2,525 $308K <0.01% -535 Timeline CDC 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: 4,303 shares; 2024Q4: 4,303 shares; 2025Q1: 4,303 shares; 2025Q2: 4,303 shares; 2025Q3: 4,303 shares; 2025Q4: 4,303 shares; 2026Q1: 4,303 shares 4,303 $307K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,331 shares; 2024Q4: 10,254 shares; 2025Q1: 15,724 shares; 2025Q2: 19,761 shares; 2025Q3: 15,369 shares; 2025Q4: 13,366 shares; 2026Q1: 17,902 shares 17,902 $307K <0.01% +4,536 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 3,589 shares; 2025Q1: 1,626 shares; 2025Q2: 921 shares; 2025Q3: 2,485 shares; 2025Q4: 5,701 shares; 2026Q1: 18,028 shares 18,028 $306K <0.01% +12,327 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,179 shares; 2025Q4: 7,270 shares; 2026Q1: 9,954 shares 9,954 $305K <0.01% +2,684 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,391 shares; 2025Q1: 7,082 shares; 2025Q2: 24,363 shares; 2025Q3: 23,942 shares; 2025Q4: 27,086 shares; 2026Q1: 27,158 shares 27,158 $305K <0.01% +72 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 634 shares; 2025Q1: 720 shares; 2025Q2: 2,134 shares; 2025Q3: 3,796 shares; 2025Q4: 3,877 shares; 2026Q1: 3,211 shares 3,211 $304K <0.01% -666 Timeline DFSI 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: 7,121 shares; 2024Q4: 7,045 shares; 2025Q1: 7,055 shares; 2025Q2: 7,097 shares; 2025Q3: 7,112 shares; 2025Q4: 7,133 shares; 2026Q1: 7,143 shares 7,143 $303K <0.01% +10 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,446 shares; 2025Q3: 16,781 shares; 2025Q4: 16,446 shares; 2026Q1: 16,446 shares 16,446 $303K <0.01% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,358 shares; 2025Q4: 5,723 shares; 2026Q1: 6,428 shares 6,428 $302K <0.01% +705 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,220 shares; 2025Q1: 2,228 shares; 2025Q2: 4,550 shares; 2025Q3: 5,035 shares; 2025Q4: 4,996 shares; 2026Q1: 4,133 shares 4,133 $302K <0.01% -863 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,592 shares; 2024Q4: 15,566 shares; 2025Q1: 15,758 shares; 2025Q2: 16,022 shares; 2025Q3: 15,387 shares; 2025Q4: 11,713 shares; 2026Q1: 13,319 shares 13,319 $302K <0.01% +1,606 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 204 shares; 2025Q1: 1,334 shares; 2025Q2: 3,155 shares; 2025Q3: 3,477 shares; 2025Q4: 3,521 shares; 2026Q1: 4,812 shares 4,812 $300K <0.01% +1,291 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 393 shares; 2025Q1: 532 shares; 2025Q2: 1,055 shares; 2025Q3: 1,483 shares; 2025Q4: 1,258 shares; 2026Q1: 1,406 shares 1,406 $298K <0.01% +148 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 115 shares; 2025Q1: 253 shares; 2025Q2: 1,027 shares; 2025Q3: 2,065 shares; 2025Q4: 2,196 shares; 2026Q1: 2,596 shares 2,596 $298K <0.01% +400 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 1,621 shares; 2025Q1: 8,510 shares; 2025Q2: 41,809 shares; 2025Q3: 7,540 shares; 2025Q4: 7,846 shares; 2026Q1: 7,951 shares 7,951 $298K <0.01% +105 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,746 shares; 2024Q4: 6,446 shares; 2025Q1: 10,049 shares; 2025Q2: 14,493 shares; 2025Q3: 18,320 shares; 2025Q4: 16,319 shares; 2026Q1: 21,979 shares 21,979 $297K <0.01% +5,660 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 3,456 shares; 2025Q3: 2,956 shares; 2025Q4: 2,956 shares; 2026Q1: 2,956 shares 2,956 $296K <0.01% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 1,709 shares; 2025Q1: 1,776 shares; 2025Q2: 7,812 shares; 2025Q3: 7,781 shares; 2025Q4: 7,967 shares; 2026Q1: 8,052 shares 8,052 $296K <0.01% +85 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 434 shares; 2025Q1: 2,069 shares; 2025Q2: 5,430 shares; 2025Q3: 6,445 shares; 2025Q4: 5,649 shares; 2026Q1: 13,832 shares 13,832 $295K <0.01% +8,183 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 2,196 shares; 2025Q1: 2,246 shares; 2025Q2: 2,012 shares; 2025Q3: 2,319 shares; 2025Q4: 2,940 shares; 2026Q1: 3,571 shares 3,571 $294K <0.01% +631 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,548 shares; 2025Q1: 1,541 shares; 2025Q2: 2,600 shares; 2025Q3: 3,161 shares; 2025Q4: 5,343 shares; 2026Q1: 4,307 shares 4,307 $294K <0.01% -1,036 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 137 shares; 2025Q1: 318 shares; 2025Q2: 494 shares; 2025Q3: 1,022 shares; 2025Q4: 1,161 shares; 2026Q1: 1,257 shares 1,257 $293K <0.01% +96 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 784 shares; 2025Q1: 1,307 shares; 2025Q2: 2,064 shares; 2025Q3: 2,196 shares; 2025Q4: 2,361 shares; 2026Q1: 12,847 shares 12,847 $292K <0.01% +10,486 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 3,591 shares; 2025Q1: 3,998 shares; 2025Q2: 3,998 shares; 2025Q3: 3,997 shares; 2025Q4: 3,880 shares; 2026Q1: 3,798 shares 3,798 $291K <0.01% -82 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,230 shares; 2024Q4: 9,827 shares; 2025Q1: 8,165 shares; 2025Q2: 8,012 shares; 2025Q3: 7,922 shares; 2025Q4: 7,566 shares; 2026Q1: 7,212 shares 7,212 $289K <0.01% -354 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,233 shares; 2024Q4: 63,112 shares; 2025Q1: 63,291 shares; 2025Q2: 59,109 shares; 2025Q3: 50,879 shares; 2025Q4: 54,447 shares; 2026Q1: 57,279 shares 57,279 $288K <0.01% +2,832 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,950 shares; 2025Q1: 6,258 shares; 2025Q2: 12,015 shares; 2025Q3: 12,961 shares; 2025Q4: 13,349 shares; 2026Q1: 15,302 shares 15,302 $287K <0.01% +1,953 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343 shares; 2024Q4: 344 shares; 2025Q1: 302 shares; 2025Q2: 310 shares; 2025Q3: 431 shares; 2025Q4: 483 shares; 2026Q1: 528 shares 528 $287K <0.01% +45 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,221 shares; 2024Q4: 2,405 shares; 2025Q1: 3,825 shares; 2025Q2: 4,133 shares; 2025Q3: 4,817 shares; 2025Q4: 4,929 shares; 2026Q1: 8,294 shares 8,294 $287K <0.01% +3,365 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,630 shares; 2025Q1: 1,740 shares; 2025Q2: 1,778 shares; 2025Q3: 2,256 shares; 2025Q4: 2,004 shares; 2026Q1: 2,188 shares 2,188 $286K <0.01% +184 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,504 shares; 2025Q1: 2,504 shares; 2025Q2: 2,504 shares; 2025Q3: 2,504 shares; 2025Q4: 2,635 shares; 2026Q1: 2,663 shares 2,663 $286K <0.01% +28 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,634 shares; 2025Q1: 1,892 shares; 2025Q2: 2,211 shares; 2025Q3: 2,170 shares; 2025Q4: 2,186 shares; 2026Q1: 3,685 shares 3,685 $286K <0.01% +1,499 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 8,983 shares; 2025Q1: 8,078 shares; 2025Q2: 12,939 shares; 2025Q3: 14,911 shares; 2025Q4: 15,744 shares; 2026Q1: 15,581 shares 15,581 $286K <0.01% -163 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 2,598 shares; 2025Q1: 2,685 shares; 2025Q2: 3,145 shares; 2025Q3: 3,457 shares; 2025Q4: 3,246 shares; 2026Q1: 3,689 shares 3,689 $286K <0.01% +443 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,942 shares; 2024Q4: 12,173 shares; 2025Q1: 11,389 shares; 2025Q2: 10,510 shares; 2025Q3: 8,801 shares; 2025Q4: 7,811 shares; 2026Q1: 8,460 shares 8,460 $285K <0.01% +649 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,887 shares; 2025Q1: 2,733 shares; 2025Q2: 2,599 shares; 2025Q3: 3,397 shares; 2025Q4: 3,198 shares; 2026Q1: 2,791 shares 2,791 $284K <0.01% -407 Timeline XLC 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: 459 shares; 2024Q4: 727 shares; 2025Q1: 2,560 shares; 2025Q2: 1,664 shares; 2025Q3: 1,995 shares; 2025Q4: 2,506 shares; 2026Q1: 2,554 shares 2,554 $283K <0.01% +48 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 1,087 shares; 2025Q1: 1,539 shares; 2025Q2: 2,862 shares; 2025Q3: 3,066 shares; 2025Q4: 3,265 shares; 2026Q1: 5,892 shares 5,892 $283K <0.01% +2,627 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,781 shares; 2024Q4: 2,781 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 233,474 shares; 2026Q1: 4,995 shares 4,995 $282K <0.01% -228,479 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 3,700 shares; 2025Q1: 4,282 shares; 2025Q2: 4,706 shares; 2025Q3: 7,022 shares; 2025Q4: 8,091 shares; 2026Q1: 12,979 shares 12,979 $281K <0.01% +4,888 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,357 shares; 2025Q4: 2,357 shares; 2026Q1: 2,357 shares 2,357 $281K <0.01% 0 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 8,992 shares; 2025Q1: 10,098 shares; 2025Q2: 8,983 shares; 2025Q3: 8,843 shares; 2025Q4: 8,272 shares; 2026Q1: 9,215 shares 9,215 $281K <0.01% +943 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 2,197 shares; 2025Q1: 3,044 shares; 2025Q2: 3,493 shares; 2025Q3: 4,174 shares; 2025Q4: 3,997 shares; 2026Q1: 4,865 shares 4,865 $280K <0.01% +868 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 28 shares; 2025Q1: 54 shares; 2025Q2: 686 shares; 2025Q3: 1,561 shares; 2025Q4: 5,259 shares; 2026Q1: 5,604 shares 5,604 $280K <0.01% +345 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 668 shares; 2025Q1: 687 shares; 2025Q2: 704 shares; 2025Q3: 1,259 shares; 2025Q4: 826 shares; 2026Q1: 1,712 shares 1,712 $280K <0.01% +886 Timeline APMU 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: 8,997 shares; 2025Q1: 13,343 shares; 2025Q2: 13,081 shares; 2025Q3: 13,081 shares; 2025Q4: 13,078 shares; 2026Q1: 11,236 shares 11,236 $280K <0.01% -1,842 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 490 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 35,810 shares; 2025Q4: 36,355 shares; 2026Q1: 36,917 shares 36,917 $279K <0.01% +562 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 234 shares 234 $279K <0.01% +141 STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,551 shares; 2024Q4: 15,917 shares; 2025Q1: 50,076 shares; 2025Q2: 46,696 shares; 2025Q3: 55,661 shares; 2025Q4: 61,324 shares; 2026Q1: 39,236 shares 39,236 $278K <0.01% -22,088 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,557 shares; 2024Q4: 3,546 shares; 2025Q1: 3,503 shares; 2025Q2: 3,910 shares; 2025Q3: 4,831 shares; 2025Q4: 3,862 shares; 2026Q1: 3,546 shares 3,546 $277K <0.01% -316 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,957 shares; 2025Q1: 1,691 shares; 2025Q2: 1,431 shares; 2025Q3: 1,227 shares; 2025Q4: 1,615 shares; 2026Q1: 1,594 shares 1,594 $275K <0.01% -21 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 439 shares; 2025Q1: 819 shares; 2025Q2: 563 shares; 2025Q3: 934 shares; 2025Q4: 1,641 shares; 2026Q1: 2,543 shares 2,543 $275K <0.01% +902 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 450 shares; 2025Q1: 438 shares; 2025Q2: 535 shares; 2025Q3: 626 shares; 2025Q4: 713 shares; 2026Q1: 942 shares 942 $274K <0.01% +229 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558 shares; 2024Q4: 592 shares; 2025Q1: 651 shares; 2025Q2: 726 shares; 2025Q3: 827 shares; 2025Q4: 1,128 shares; 2026Q1: 1,005 shares 1,005 $274K <0.01% -123 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77 shares; 2024Q4: 111 shares; 2025Q1: 115 shares; 2025Q2: 599 shares; 2025Q3: 1,496 shares; 2025Q4: 2,524 shares; 2026Q1: 2,721 shares 2,721 $273K <0.01% +197 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 850 shares; 2025Q1: 550 shares; 2025Q2: 6,615 shares; 2025Q3: 6,915 shares; 2025Q4: 11,938 shares; 2026Q1: 7,269 shares 7,269 $272K <0.01% -4,669 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 7,279 shares; 2025Q1: 10,244 shares; 2025Q2: 11,433 shares; 2025Q3: 5,339 shares; 2025Q4: 5,148 shares; 2026Q1: 5,406 shares 5,406 $272K <0.01% +258 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 2,563 shares; 2025Q1: 2,303 shares; 2025Q2: 3,080 shares; 2025Q3: 3,312 shares; 2025Q4: 5,075 shares; 2026Q1: 5,351 shares 5,351 $271K <0.01% +276 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,555 shares; 2025Q4: 27,855 shares; 2026Q1: 29,985 shares 29,985 $271K <0.01% +2,130 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,963 shares; 2025Q1: 5,620 shares; 2025Q2: 4,076 shares; 2025Q3: 5,005 shares; 2025Q4: 5,224 shares; 2026Q1: 7,462 shares 7,462 $271K <0.01% +2,238 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 293 shares; 2025Q1: 294 shares; 2025Q2: 1,376 shares; 2025Q3: 2,002 shares; 2025Q4: 3,197 shares; 2026Q1: 2,713 shares 2,713 $270K <0.01% -484 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 957 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 1,041 shares; 2025Q4: 1,583 shares; 2026Q1: 1,590 shares 1,590 $269K <0.01% +7 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,022 shares; 2024Q4: 3,757 shares; 2025Q1: 3,826 shares; 2025Q2: 18,683 shares; 2025Q3: 18,456 shares; 2025Q4: 18,524 shares; 2026Q1: 18,596 shares 18,596 $268K <0.01% +72 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 621 shares; 2025Q1: 732 shares; 2025Q2: 1,564 shares; 2025Q3: 2,097 shares; 2025Q4: 2,024 shares; 2026Q1: 1,721 shares 1,721 $268K <0.01% -303 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 1,630 shares; 2025Q1: 5,440 shares; 2025Q2: 10,951 shares; 2025Q3: 11,075 shares; 2025Q4: not reported; 2026Q1: 16,822 shares 16,822 $268K <0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,334 shares; 2024Q4: 45,534 shares; 2025Q1: 45,808 shares; 2025Q2: 52,958 shares; 2025Q3: 12,870 shares; 2025Q4: 11,277 shares; 2026Q1: 11,152 shares 11,152 $264K <0.01% -125 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 2,701 shares; 2025Q1: 2,738 shares; 2025Q2: 2,731 shares; 2025Q3: 2,543 shares; 2025Q4: 2,544 shares; 2026Q1: 2,546 shares 2,546 $264K <0.01% +2 Timeline PDEC 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: 1,805 shares; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 2,805 shares; 2025Q3: 2,805 shares; 2025Q4: 7,208 shares; 2026Q1: 6,208 shares 6,208 $264K <0.01% -1,000 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 461 shares; 2025Q1: 509 shares; 2025Q2: 2,718 shares; 2025Q3: 3,222 shares; 2025Q4: 3,254 shares; 2026Q1: 3,667 shares 3,667 $263K <0.01% +413 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 3,058 shares; 2025Q1: 1,513 shares; 2025Q2: 1,336 shares; 2025Q3: 1,132 shares; 2025Q4: 1,775 shares; 2026Q1: 3,298 shares 3,298 $262K <0.01% +1,523 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 511 shares; 2025Q1: 534 shares; 2025Q2: 2,034 shares; 2025Q3: 2,737 shares; 2025Q4: 3,171 shares; 2026Q1: 5,436 shares 5,436 $262K <0.01% +2,265 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 5,747 shares; 2025Q1: 5,211 shares; 2025Q2: 5,275 shares; 2025Q3: 5,105 shares; 2025Q4: 5,677 shares; 2026Q1: 9,435 shares 9,435 $262K <0.01% +3,758 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 7,133 shares; 2025Q1: 8,266 shares; 2025Q2: 10,256 shares; 2025Q3: 10,054 shares; 2025Q4: 9,848 shares; 2026Q1: 10,004 shares 10,004 $261K <0.01% +156 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 3,218 shares; 2025Q1: 1,631 shares; 2025Q2: 1,942 shares; 2025Q3: 2,159 shares; 2025Q4: 5,129 shares; 2026Q1: 6,308 shares 6,308 $260K <0.01% +1,179 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,682 shares; 2024Q4: 48,183 shares; 2025Q1: 46,162 shares; 2025Q2: 46,404 shares; 2025Q3: 37,874 shares; 2025Q4: 65,395 shares; 2026Q1: 30,612 shares 30,612 $260K <0.01% -34,783 Timeline IOO 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: 1,654 shares; 2024Q4: 1,468 shares; 2025Q1: 1,681 shares; 2025Q2: 1,681 shares; 2025Q3: 1,681 shares; 2025Q4: 2,332 shares; 2026Q1: 2,147 shares 2,147 $260K <0.01% -185 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 83 shares; 2025Q1: 297 shares; 2025Q2: 351 shares; 2025Q3: 471 shares; 2025Q4: 541 shares; 2026Q1: 1,128 shares 1,128 $259K <0.01% +587 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 91 shares; 2025Q4: 105 shares; 2026Q1: 4,070 shares 4,070 $258K <0.01% +3,965 Timeline OCTH 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: 12,707 shares; 2024Q4: 12,167 shares; 2025Q1: 11,078 shares; 2025Q2: 11,078 shares; 2025Q3: 10,715 shares; 2025Q4: 10,866 shares; 2026Q1: 10,992 shares 10,992 $258K <0.01% +126 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,595 shares; 2024Q4: 14,060 shares; 2025Q1: 16,308 shares; 2025Q2: 22,735 shares; 2025Q3: 24,344 shares; 2025Q4: 27,154 shares; 2026Q1: 32,023 shares 32,023 $257K <0.01% +4,869 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 1,856 shares; 2025Q1: 5,041 shares; 2025Q2: 12,006 shares; 2025Q3: 12,175 shares; 2025Q4: 12,248 shares; 2026Q1: 12,390 shares 12,390 $257K <0.01% +142 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 1,111 shares; 2025Q1: 167 shares; 2025Q2: 1,398 shares; 2025Q3: 1,504 shares; 2025Q4: 1,386 shares; 2026Q1: 1,048 shares 1,048 $257K <0.01% -338 Timeline IDU 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: 1,357 shares; 2024Q4: 1,397 shares; 2025Q1: 1,398 shares; 2025Q2: 2,200 shares; 2025Q3: 2,202 shares; 2025Q4: 2,203 shares; 2026Q1: 2,205 shares 2,205 $256K <0.01% +2 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,738 shares; 2024Q4: 5,470 shares; 2025Q1: 5,294 shares; 2025Q2: 8,515 shares; 2025Q3: 9,610 shares; 2025Q4: 14,888 shares; 2026Q1: 11,237 shares 11,237 $255K <0.01% -3,651 Timeline BGSF BGSF INC More: the full row for BGSF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,900 shares; 2025Q1: 39,400 shares; 2025Q2: 39,400 shares; 2025Q3: 39,400 shares; 2025Q4: 39,400 shares; 2026Q1: 39,400 shares 39,400 $255K <0.01% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 840 shares; 2025Q1: 888 shares; 2025Q2: 1,352 shares; 2025Q3: 2,287 shares; 2025Q4: 1,750 shares; 2026Q1: 1,695 shares 1,695 $255K <0.01% -55 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 217 shares; 2025Q1: 344 shares; 2025Q2: 220 shares; 2025Q3: 218 shares; 2025Q4: 478 shares; 2026Q1: 1,587 shares 1,587 $254K <0.01% +1,109 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 501 shares; 2025Q1: 555 shares; 2025Q2: 1,308 shares; 2025Q3: 1,449 shares; 2025Q4: 1,479 shares; 2026Q1: 1,532 shares 1,532 $254K <0.01% +53 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $254K <0.01% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,624 shares; 2025Q1: 1,976 shares; 2025Q2: 2,105 shares; 2025Q3: 3,116 shares; 2025Q4: 2,814 shares; 2026Q1: 4,714 shares 4,714 $252K <0.01% +1,900 Timeline POCT 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: 807 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 607,412 shares; 2026Q1: 5,815 shares 5,815 $251K <0.01% -601,597 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287 shares; 2024Q4: 287 shares; 2025Q1: 293 shares; 2025Q2: 1,353 shares; 2025Q3: 1,442 shares; 2025Q4: 1,459 shares; 2026Q1: 1,482 shares 1,482 $250K <0.01% +23 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,262 shares; 2025Q1: 1,311 shares; 2025Q2: 1,379 shares; 2025Q3: 1,646 shares; 2025Q4: 3,110 shares; 2026Q1: 3,310 shares 3,310 $250K <0.01% +200 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,900 shares; 2025Q1: 1,567 shares; 2025Q2: 2,021 shares; 2025Q3: 2,098 shares; 2025Q4: 3,596 shares; 2026Q1: 3,785 shares 3,785 $250K <0.01% +189 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 313 shares; 2025Q1: 338 shares; 2025Q2: 390 shares; 2025Q3: 635 shares; 2025Q4: 891 shares; 2026Q1: 1,460 shares 1,460 $250K <0.01% +569 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 625 shares; 2025Q1: 2,168 shares; 2025Q2: 5,386 shares; 2025Q3: 4,792 shares; 2025Q4: 8,065 shares; 2026Q1: 12,436 shares 12,436 $249K <0.01% +4,371 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 164 shares; 2025Q1: 159 shares; 2025Q2: 667 shares; 2025Q3: 722 shares; 2025Q4: 1,421 shares; 2026Q1: 1,362 shares 1,362 $249K <0.01% -59 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612 shares; 2024Q4: 655 shares; 2025Q1: 941 shares; 2025Q2: 1,254 shares; 2025Q3: 1,412 shares; 2025Q4: 1,325 shares; 2026Q1: 3,591 shares 3,591 $249K <0.01% +2,266 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 1,264 shares; 2025Q1: 1,260 shares; 2025Q2: 1,261 shares; 2025Q3: 1,317 shares; 2025Q4: 1,122 shares; 2026Q1: 1,222 shares 1,222 $249K <0.01% +100 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: 686 shares; 2025Q1: 677 shares; 2025Q2: 903 shares; 2025Q3: 956 shares; 2025Q4: 1,215 shares; 2026Q1: 1,262 shares 1,262 $249K <0.01% +47 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,366 shares; 2024Q4: 7,203 shares; 2025Q1: 6,937 shares; 2025Q2: 8,134 shares; 2025Q3: 7,130 shares; 2025Q4: 6,934 shares; 2026Q1: 4,744 shares 4,744 $249K <0.01% -2,190 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 3,532 shares; 2025Q1: 3,604 shares; 2025Q2: 3,924 shares; 2025Q3: 4,157 shares; 2025Q4: 4,778 shares; 2026Q1: 6,510 shares 6,510 $249K <0.01% +1,732 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 525 shares; 2025Q1: 1,062 shares; 2025Q2: 1,712 shares; 2025Q3: 5,795 shares; 2025Q4: 1,437 shares; 2026Q1: 9,751 shares 9,751 $249K <0.01% +8,314 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 6,670 shares; 2025Q1: 5,671 shares; 2025Q2: 8,266 shares; 2025Q3: 21,989 shares; 2025Q4: 24,473 shares; 2026Q1: 22,377 shares 22,377 $248K <0.01% -2,096 Timeline DPST 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: 563 shares; 2025Q3: 563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares 2,563 $248K <0.01% 0 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 21,503 shares; 2025Q2: 21,994 shares; 2025Q3: 22,007 shares; 2025Q4: 22,133 shares; 2026Q1: 22,313 shares 22,313 $247K <0.01% +180 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 133 shares; 2025Q1: 114 shares; 2025Q2: 697 shares; 2025Q3: 899 shares; 2025Q4: 972 shares; 2026Q1: 2,306 shares 2,306 $246K <0.01% +1,334 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,324 shares; 2025Q1: 1,184 shares; 2025Q2: 2,749 shares; 2025Q3: 3,178 shares; 2025Q4: 2,991 shares; 2026Q1: 3,303 shares 3,303 $246K <0.01% +312 Timeline TFLR 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: 5,493 shares; 2025Q1: 6,021 shares; 2025Q2: 6,446 shares; 2025Q3: 4,882 shares; 2025Q4: 4,869 shares; 2026Q1: 4,875 shares 4,875 $246K <0.01% +6 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 960 shares; 2025Q1: 677 shares; 2025Q2: 970 shares; 2025Q3: 1,637 shares; 2025Q4: 2,320 shares; 2026Q1: 1,438 shares 1,438 $245K <0.01% -882 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 28 shares; 2025Q1: 62 shares; 2025Q2: 152 shares; 2025Q3: 265 shares; 2025Q4: 275 shares; 2026Q1: 2,465 shares 2,465 $245K <0.01% +2,190 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,152 shares 6,152 $245K <0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 1,564 shares; 2025Q1: 464 shares; 2025Q2: 815 shares; 2025Q3: 866 shares; 2025Q4: 985 shares; 2026Q1: 2,229 shares 2,229 $244K <0.01% +1,244 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 149 shares; 2025Q2: 989 shares; 2025Q3: 1,000 shares; 2025Q4: 1,020 shares; 2026Q1: 1,081 shares 1,081 $244K <0.01% +61 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,386 shares; 2025Q1: 3,084 shares; 2025Q2: 5,918 shares; 2025Q3: 4,732 shares; 2025Q4: 4,978 shares; 2026Q1: 5,740 shares 5,740 $244K <0.01% +762 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 150 shares; 2025Q1: 174 shares; 2025Q2: 231 shares; 2025Q3: 217 shares; 2025Q4: 267 shares; 2026Q1: 678 shares 678 $243K <0.01% +411 Timeline SHRY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,584 shares; 2024Q4: 5,584 shares; 2025Q1: 5,584 shares; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,584 shares; 2026Q1: 5,584 shares 5,584 $243K <0.01% 0 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS 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: 6,251 shares; 2025Q3: 6,251 shares; 2025Q4: 6,951 shares; 2026Q1: 22,857 shares 22,857 $243K <0.01% +15,906 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 217 shares; 2025Q1: 274 shares; 2025Q2: 86,783 shares; 2025Q3: 2,009 shares; 2025Q4: 1,978 shares; 2026Q1: 2,070 shares 2,070 $242K <0.01% +92 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,521 shares; 2024Q4: 4,907 shares; 2025Q1: 5,175 shares; 2025Q2: 4,611 shares; 2025Q3: 5,309 shares; 2025Q4: 4,636 shares; 2026Q1: 4,581 shares 4,581 $242K <0.01% -55 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 819 shares; 2025Q1: 847 shares; 2025Q2: 11,006 shares; 2025Q3: 1,309 shares; 2025Q4: 1,809 shares; 2026Q1: 1,781 shares 1,781 $241K <0.01% -28 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,242 shares; 2025Q3: 45,129 shares; 2025Q4: 42,129 shares; 2026Q1: 39,197 shares 39,197 $241K <0.01% -2,932 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 448 shares; 2025Q1: 455 shares; 2025Q2: 460 shares; 2025Q3: 550 shares; 2025Q4: 729 shares; 2026Q1: 854 shares 854 $239K <0.01% +125 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,603 shares; 2025Q1: 3,288 shares; 2025Q2: 3,580 shares; 2025Q3: 3,749 shares; 2025Q4: 1,533 shares; 2026Q1: 2,232 shares 2,232 $239K <0.01% +699 Timeline KSEP 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: 976,269 shares; 2026Q1: 8,453 shares 8,453 $238K <0.01% -967,816 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,676 shares; 2025Q1: 1,676 shares; 2025Q2: 1,976 shares; 2025Q3: 2,170 shares; 2025Q4: 2,244 shares; 2026Q1: 2,244 shares 2,244 $238K <0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,086 shares; 2024Q4: 2,087 shares; 2025Q1: 2,317 shares; 2025Q2: 2,625 shares; 2025Q3: 3,336 shares; 2025Q4: 3,782 shares; 2026Q1: 4,452 shares 4,452 $238K <0.01% +670 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,909 shares; 2024Q4: 2,856 shares; 2025Q1: 2,829 shares; 2025Q2: 2,805 shares; 2025Q3: 3,509 shares; 2025Q4: 4,337 shares; 2026Q1: 3,006 shares 3,006 $237K <0.01% -1,331 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 565 shares; 2025Q3: 848 shares; 2025Q4: 10,833 shares; 2026Q1: 11,068 shares 11,068 $237K <0.01% +235 Timeline DEC DIVERSIFIED ENERGY CO More: the full row for DIVERSIFIED ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,015 shares; 2026Q1: 13,554 shares 13,554 $236K <0.01% +9,539 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 9,582 shares; 2025Q1: 10,797 shares; 2025Q2: 11,357 shares; 2025Q3: 12,305 shares; 2025Q4: 12,475 shares; 2026Q1: 12,733 shares 12,733 $236K <0.01% +258 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 447 shares; 2025Q1: 457 shares; 2025Q2: 472 shares; 2025Q3: 2,226 shares; 2025Q4: 3,605 shares; 2026Q1: 3,620 shares 3,620 $235K <0.01% +15 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,864 shares; 2025Q4: 10,595 shares; 2026Q1: 6,857 shares 6,857 $235K <0.01% -3,738 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,468 shares; 2024Q4: 5,255 shares; 2025Q1: 5,158 shares; 2025Q2: 5,158 shares; 2025Q3: 5,158 shares; 2025Q4: 7,931 shares; 2026Q1: 7,931 shares 7,931 $234K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 816 shares; 2025Q1: 2,173 shares; 2025Q2: 2,640 shares; 2025Q3: 4,005 shares; 2025Q4: 4,091 shares; 2026Q1: 5,192 shares 5,192 $234K <0.01% +1,101 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 233 shares; 2025Q1: 334 shares; 2025Q2: 469 shares; 2025Q3: 724 shares; 2025Q4: 2,963 shares; 2026Q1: 2,724 shares 2,724 $234K <0.01% -239 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 972 shares; 2025Q1: 1,042 shares; 2025Q2: 1,592 shares; 2025Q3: 1,935 shares; 2025Q4: 1,686 shares; 2026Q1: 1,843 shares 1,843 $233K <0.01% +157 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 475 shares; 2025Q1: 468 shares; 2025Q2: 620 shares; 2025Q3: 1,210 shares; 2025Q4: 1,199 shares; 2026Q1: 1,414 shares 1,414 $233K <0.01% +215 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $232K <0.01% 0 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,001 shares; 2025Q4: 7,779 shares; 2026Q1: 7,373 shares 7,373 $230K <0.01% -406 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 32 shares; 2025Q1: 59 shares; 2025Q2: 1,167 shares; 2025Q3: 1,241 shares; 2025Q4: 1,479 shares; 2026Q1: 1,561 shares 1,561 $230K <0.01% +82 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 44 shares; 2025Q1: 50 shares; 2025Q2: 62 shares; 2025Q3: 88 shares; 2025Q4: 94 shares; 2026Q1: 1,344 shares 1,344 $229K <0.01% +1,250 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 2,284 shares; 2026Q1: 2,254 shares 2,254 $229K <0.01% -30 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 3,916 shares; 2025Q1: 4,426 shares; 2025Q2: 4,531 shares; 2025Q3: 7,052 shares; 2025Q4: 4,482 shares; 2026Q1: 4,378 shares 4,378 $228K <0.01% -104 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 1,815 shares; 2025Q1: 1,901 shares; 2025Q2: 2,370 shares; 2025Q3: 2,555 shares; 2025Q4: 3,045 shares; 2026Q1: 4,760 shares 4,760 $228K <0.01% +1,715 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,967 shares; 2025Q1: 1,942 shares; 2025Q2: 2,206 shares; 2025Q3: 2,619 shares; 2025Q4: 3,141 shares; 2026Q1: 3,288 shares 3,288 $228K <0.01% +147 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 707 shares; 2025Q2: 1,082 shares; 2025Q3: 984 shares; 2025Q4: 967 shares; 2026Q1: 1,016 shares 1,016 $228K <0.01% +49 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 36 shares; 2025Q2: 28 shares; 2025Q3: 153 shares; 2025Q4: 339 shares; 2026Q1: 859 shares 859 $228K <0.01% +520 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229 shares; 2024Q4: 245 shares; 2025Q1: 256 shares; 2025Q2: 277 shares; 2025Q3: 377 shares; 2025Q4: 405 shares; 2026Q1: 437 shares 437 $228K <0.01% +32 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 3,794 shares; 2025Q3: 3,794 shares; 2025Q4: 4,154 shares; 2026Q1: 3,674 shares 3,674 $227K <0.01% -480 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 2,552 shares; 2025Q1: 1,921 shares; 2025Q2: 2,072 shares; 2025Q3: 3,201 shares; 2025Q4: 2,855 shares; 2026Q1: 3,671 shares 3,671 $227K <0.01% +816 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,414 shares; 2024Q4: 11,017 shares; 2025Q1: 21,980 shares; 2025Q2: 22,446 shares; 2025Q3: 22,230 shares; 2025Q4: 22,524 shares; 2026Q1: 22,925 shares 22,925 $226K <0.01% +401 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 32 shares; 2025Q1: 31 shares; 2025Q2: 195 shares; 2025Q3: 415 shares; 2025Q4: 555 shares; 2026Q1: 458 shares 458 $226K <0.01% -97 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 487 shares; 2025Q1: 536 shares; 2025Q2: 1,882 shares; 2025Q3: 2,883 shares; 2025Q4: 2,394 shares; 2026Q1: 3,076 shares 3,076 $226K <0.01% +682 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,095 shares; 2025Q3: 1,979 shares; 2025Q4: 1,813 shares; 2026Q1: 1,920 shares 1,920 $226K <0.01% +107 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 202 shares; 2025Q1: 234 shares; 2025Q2: 43,602 shares; 2025Q3: 2,081 shares; 2025Q4: 1,192 shares; 2026Q1: 7,393 shares 7,393 $225K <0.01% +6,201 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 203 shares; 2025Q1: 353 shares; 2025Q2: 5,618 shares; 2025Q3: 5,588 shares; 2025Q4: 5,627 shares; 2026Q1: 5,821 shares 5,821 $224K <0.01% +194 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 2,728 shares; 2025Q1: 3,504 shares; 2025Q2: 4,827 shares; 2025Q3: 6,908 shares; 2025Q4: 6,252 shares; 2026Q1: 16,116 shares 16,116 $223K <0.01% +9,864 Timeline VTHR 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: 580 shares; 2024Q4: 582 shares; 2025Q1: 584 shares; 2025Q2: 586 shares; 2025Q3: 772 shares; 2025Q4: 774 shares; 2026Q1: 776 shares 776 $223K <0.01% +2 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 83 shares; 2025Q1: 116 shares; 2025Q2: 722 shares; 2025Q3: 1,002 shares; 2025Q4: 1,003 shares; 2026Q1: 1,028 shares 1,028 $223K <0.01% +25 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 6,861 shares; 2025Q1: 5,511 shares; 2025Q2: 7,503 shares; 2025Q3: 7,053 shares; 2025Q4: 7,653 shares; 2026Q1: 6,153 shares 6,153 $222K <0.01% -1,500 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,901 shares; 2025Q1: 2,198 shares; 2025Q2: 3,825 shares; 2025Q3: 4,629 shares; 2025Q4: 3,183 shares; 2026Q1: 4,368 shares 4,368 $222K <0.01% +1,185 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 586 shares; 2025Q1: 607 shares; 2025Q2: 7,258 shares; 2025Q3: 8,060 shares; 2025Q4: 11,098 shares; 2026Q1: 12,940 shares 12,940 $221K <0.01% +1,842 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,122 shares; 2025Q1: 5,784 shares; 2025Q2: 5,891 shares; 2025Q3: 5,910 shares; 2025Q4: 6,143 shares; 2026Q1: 6,227 shares 6,227 $221K <0.01% +84 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,924 shares; 2026Q1: 3,932 shares 3,932 $221K <0.01% +8 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 435 shares; 2025Q1: 453 shares; 2025Q2: 565 shares; 2025Q3: 913 shares; 2025Q4: 695 shares; 2026Q1: 958 shares 958 $221K <0.01% +263 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 2,882 shares; 2025Q1: 3,085 shares; 2025Q2: 3,008 shares; 2025Q3: 3,005 shares; 2025Q4: 3,098 shares; 2026Q1: 3,400 shares 3,400 $220K <0.01% +302 Timeline IGSB 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: 1,442 shares; 2024Q4: 4,253 shares; 2025Q1: 2,966 shares; 2025Q2: 3,660 shares; 2025Q3: 3,968 shares; 2025Q4: 3,309 shares; 2026Q1: 4,182 shares 4,182 $220K <0.01% +873 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 11,012 shares; 2025Q1: 8,285 shares; 2025Q2: 5,564 shares; 2025Q3: 5,612 shares; 2025Q4: 5,214 shares; 2026Q1: 4,945 shares 4,945 $219K <0.01% -269 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 568 shares; 2025Q1: 593 shares; 2025Q2: 2,285 shares; 2025Q3: 4,623 shares; 2025Q4: 8,075 shares; 2026Q1: 8,356 shares 8,356 $219K <0.01% +281 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,843 shares; 2025Q1: 2,065 shares; 2025Q2: 3,119 shares; 2025Q3: 3,676 shares; 2025Q4: 2,791 shares; 2026Q1: 2,421 shares 2,421 $219K <0.01% -370 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 42 shares; 2025Q1: 42 shares; 2025Q2: 48 shares; 2025Q3: 29 shares; 2025Q4: 498 shares; 2026Q1: 1,429 shares 1,429 $219K <0.01% +931 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245 shares; 2024Q4: 1,245 shares; 2025Q1: 1,245 shares; 2025Q2: 1,245 shares; 2025Q3: 1,699 shares; 2025Q4: 1,700 shares; 2026Q1: 1,701 shares 1,701 $218K <0.01% +1 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,391 shares; 2025Q1: 5,402 shares; 2025Q2: 38,908 shares; 2025Q3: 38,918 shares; 2025Q4: 38,929 shares; 2026Q1: 38,941 shares 38,941 $218K <0.01% +12 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 803 shares; 2025Q1: 813 shares; 2025Q2: 838 shares; 2025Q3: 979 shares; 2025Q4: not reported; 2026Q1: 1,806 shares 1,806 $218K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,728 shares; 2025Q1: 2,124 shares; 2025Q2: 6,970 shares; 2025Q3: 7,193 shares; 2025Q4: 5,050 shares; 2026Q1: 6,096 shares 6,096 $218K <0.01% +1,046 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 181 shares; 2025Q1: 206 shares; 2025Q2: 190 shares; 2025Q3: 263 shares; 2025Q4: 904 shares; 2026Q1: 715 shares 715 $218K <0.01% -189 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 420 shares; 2025Q1: 468 shares; 2025Q2: 738 shares; 2025Q3: 644 shares; 2025Q4: 1,027 shares; 2026Q1: 2,817 shares 2,817 $217K <0.01% +1,790 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 5,152 shares; 2025Q1: 5,510 shares; 2025Q2: 5,614 shares; 2025Q3: 8,123 shares; 2025Q4: 8,401 shares; 2026Q1: 12,786 shares 12,786 $217K <0.01% +4,385 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 487 shares; 2025Q1: 174 shares; 2025Q2: 239 shares; 2025Q3: 218 shares; 2025Q4: 387 shares; 2026Q1: 746 shares 746 $217K <0.01% +359 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,272 shares; 2025Q3: 66,272 shares; 2025Q4: 66,272 shares; 2026Q1: 66,272 shares 66,272 $217K <0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,554 shares; 2025Q1: 1,696 shares; 2025Q2: 1,960 shares; 2025Q3: 1,975 shares; 2025Q4: 1,976 shares; 2026Q1: 1,973 shares 1,973 $217K <0.01% -3 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,812 shares; 2024Q4: 2,655 shares; 2025Q1: 2,528 shares; 2025Q2: 2,598 shares; 2025Q3: 1,853 shares; 2025Q4: 2,056 shares; 2026Q1: 3,129 shares 3,129 $216K <0.01% +1,073 Timeline FXI 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 875 shares; 2025Q3: 934 shares; 2025Q4: 1,320 shares; 2026Q1: 6,030 shares 6,030 $216K <0.01% +4,710 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 919 shares; 2025Q1: 1,223 shares; 2025Q2: 1,195 shares; 2025Q3: 2,081 shares; 2025Q4: 2,305 shares; 2026Q1: 1,938 shares 1,938 $216K <0.01% -367 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 1,642 shares; 2025Q2: 1,642 shares; 2025Q3: 1,642 shares; 2025Q4: 2,249 shares; 2026Q1: 2,249 shares 2,249 $215K <0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 103 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,456 shares; 2026Q1: 2,486 shares 2,486 $215K <0.01% +30 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 3,968 shares; 2025Q1: 3,022 shares; 2025Q2: 4,979 shares; 2025Q3: 5,825 shares; 2025Q4: 5,779 shares; 2026Q1: 6,758 shares 6,758 $214K <0.01% +979 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 3,937 shares; 2025Q1: 4,690 shares; 2025Q2: 9,458 shares; 2025Q3: 9,405 shares; 2025Q4: 10,702 shares; 2026Q1: 11,423 shares 11,423 $214K <0.01% +721 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273 shares; 2024Q4: 1,901 shares; 2025Q1: 2,016 shares; 2025Q2: 2,162 shares; 2025Q3: 2,312 shares; 2025Q4: 2,352 shares; 2026Q1: 3,156 shares 3,156 $213K <0.01% +804 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 777 shares; 2025Q1: 777 shares; 2025Q2: 9,264 shares; 2025Q3: 867 shares; 2025Q4: 1,070 shares; 2026Q1: 1,125 shares 1,125 $213K <0.01% +55 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,347 shares; 2025Q1: 4,169 shares; 2025Q2: 6,688 shares; 2025Q3: 5,890 shares; 2025Q4: 4,687 shares; 2026Q1: 4,227 shares 4,227 $213K <0.01% -460 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 138 shares; 2025Q1: 455 shares; 2025Q2: 457 shares; 2025Q3: 770 shares; 2025Q4: 1,031 shares; 2026Q1: 848 shares 848 $213K <0.01% -183 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,073 shares; 2024Q4: 2,075 shares; 2025Q1: 2,076 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 1,656 shares; 2026Q1: 1,657 shares 1,657 $212K <0.01% +1 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,875 shares; 2025Q1: 2,045 shares; 2025Q2: 2,045 shares; 2025Q3: 2,601 shares; 2025Q4: 2,140 shares; 2026Q1: 1,886 shares 1,886 $212K <0.01% -254 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: 1,542 shares; 2025Q1: 1,166 shares; 2025Q2: 1,441 shares; 2025Q3: 1,374 shares; 2025Q4: 1,305 shares; 2026Q1: 2,257 shares 2,257 $212K <0.01% +952 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 6,441 shares; 2025Q1: 8,092 shares; 2025Q2: 8,092 shares; 2025Q3: 5,585 shares; 2025Q4: 5,585 shares; 2026Q1: 3,509 shares 3,509 $212K <0.01% -2,076 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: 2,546 shares; 2025Q1: 2,546 shares; 2025Q2: 15,865 shares; 2025Q3: 15,724 shares; 2025Q4: 18,424 shares; 2026Q1: 18,424 shares 18,424 $212K <0.01% 0 Timeline NVDY 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: 695 shares; 2025Q1: 705 shares; 2025Q2: 11,453 shares; 2025Q3: 13,003 shares; 2025Q4: 13,990 shares; 2026Q1: 16,289 shares 16,289 $211K <0.01% +2,299 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 117 shares; 2025Q1: 230 shares; 2025Q2: 249 shares; 2025Q3: 558 shares; 2025Q4: 4,859 shares; 2026Q1: 9,750 shares 9,750 $211K <0.01% +4,891 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416 shares; 2024Q4: 264 shares; 2025Q1: 2,354 shares; 2025Q2: 7,035 shares; 2025Q3: 8,445 shares; 2025Q4: 8,130 shares; 2026Q1: 8,810 shares 8,810 $211K <0.01% +680 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 143 shares; 2025Q1: 598 shares; 2025Q2: 547 shares; 2025Q3: 2,405 shares; 2025Q4: 3,173 shares; 2026Q1: 7,597 shares 7,597 $210K <0.01% +4,424 Timeline BTCI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 2,400 shares; 2025Q4: 5,578 shares; 2026Q1: 6,392 shares 6,392 $210K <0.01% +814 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 886 shares; 2025Q1: 2,807 shares; 2025Q2: 3,163 shares; 2025Q3: 2,824 shares; 2025Q4: 1,832 shares; 2026Q1: 2,232 shares 2,232 $210K <0.01% +400 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,616 shares; 2025Q1: 1,829 shares; 2025Q2: 2,352 shares; 2025Q3: 2,570 shares; 2025Q4: 2,563 shares; 2026Q1: 3,210 shares 3,210 $209K <0.01% +647 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,386 shares; 2026Q1: 16,743 shares 16,743 $209K <0.01% -20,643 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521 shares; 2024Q4: 622 shares; 2025Q1: 642 shares; 2025Q2: 881 shares; 2025Q3: 1,828 shares; 2025Q4: 2,492 shares; 2026Q1: 2,366 shares 2,366 $209K <0.01% -126 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 273 shares; 2025Q1: 272 shares; 2025Q2: 366 shares; 2025Q3: 518 shares; 2025Q4: 701 shares; 2026Q1: 743 shares 743 $209K <0.01% +42 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,642 shares 5,642 $209K <0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,232 shares; 2025Q1: 1,228 shares; 2025Q2: 1,298 shares; 2025Q3: 1,384 shares; 2025Q4: 1,519 shares; 2026Q1: 2,093 shares 2,093 $209K <0.01% +574 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 536 shares; 2025Q1: 523 shares; 2025Q2: 3,912 shares; 2025Q3: 2,827 shares; 2025Q4: 2,562 shares; 2026Q1: 4,481 shares 4,481 $208K <0.01% +1,919 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,941 shares; 2025Q1: 1,403 shares; 2025Q2: 1,848 shares; 2025Q3: 2,151 shares; 2025Q4: 3,221 shares; 2026Q1: 3,322 shares 3,322 $208K <0.01% +101 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 468 shares; 2025Q1: 435 shares; 2025Q2: 510 shares; 2025Q3: 759 shares; 2025Q4: 620 shares; 2026Q1: 665 shares 665 $208K <0.01% +45 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 3,187 shares; 2025Q1: 4,125 shares; 2025Q2: 3,617 shares; 2025Q3: 3,531 shares; 2025Q4: 3,975 shares; 2026Q1: 2,753 shares 2,753 $208K <0.01% -1,222 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 197 shares; 2025Q1: 106 shares; 2025Q2: 250 shares; 2025Q3: 318 shares; 2025Q4: 414 shares; 2026Q1: 6,653 shares 6,653 $207K <0.01% +6,239 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 178 shares; 2025Q2: 212 shares; 2025Q3: 194 shares; 2025Q4: 25,103 shares; 2026Q1: 25,168 shares 25,168 $206K <0.01% +65 Timeline EIS 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: 409 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 1,569 shares; 2026Q1: 1,774 shares 1,774 $206K <0.01% +205 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 76 shares; 2025Q1: 78 shares; 2025Q2: 2,580 shares; 2025Q3: 2,603 shares; 2025Q4: 2,575 shares; 2026Q1: 2,603 shares 2,603 $205K <0.01% +28 Timeline VLU 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: 114 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 950 shares; 2026Q1: 954 shares 954 $205K <0.01% +4 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 3,337 shares; 2025Q1: 3,433 shares; 2025Q2: 3,552 shares; 2025Q3: 3,428 shares; 2025Q4: 3,432 shares; 2026Q1: 5,119 shares 5,119 $205K <0.01% +1,687 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly 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: 3,250 shares; 2025Q4: 17,182 shares; 2026Q1: 17,080 shares 17,080 $204K <0.01% -102 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 5,763 shares; 2025Q1: 9,873 shares; 2025Q2: 9,863 shares; 2025Q3: 11,993 shares; 2025Q4: 9,863 shares; 2026Q1: 8,263 shares 8,263 $203K <0.01% -1,600 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,025 shares; 2025Q1: 5,046 shares; 2025Q2: 6,815 shares; 2025Q3: 5,578 shares; 2025Q4: 3,709 shares; 2026Q1: 11,749 shares 11,749 $202K <0.01% +8,040 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 728 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 935 shares; 2025Q4: 2,709 shares; 2026Q1: 3,023 shares 3,023 $202K <0.01% +314 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 447 shares; 2025Q1: 435 shares; 2025Q2: 678 shares; 2025Q3: 746 shares; 2025Q4: 1,063 shares; 2026Q1: 1,108 shares 1,108 $202K <0.01% +45 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 132 shares; 2025Q1: 205 shares; 2025Q2: 82 shares; 2025Q3: 1,803 shares; 2025Q4: 7,395 shares; 2026Q1: 9,267 shares 9,267 $202K <0.01% +1,872 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 2,498 shares; 2025Q1: 603 shares; 2025Q2: 10,566 shares; 2025Q3: 11,172 shares; 2025Q4: 10,690 shares; 2026Q1: 11,020 shares 11,020 $201K <0.01% +330 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,917 shares; 2025Q4: not reported; 2026Q1: 2,152 shares 2,152 $199K <0.01% new Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 385 shares; 2025Q1: 922 shares; 2025Q2: 1,409 shares; 2025Q3: 1,442 shares; 2025Q4: 1,438 shares; 2026Q1: 1,701 shares 1,701 $199K <0.01% +263 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 56 shares; 2025Q1: 70 shares; 2025Q2: 138 shares; 2025Q3: 747 shares; 2025Q4: 978 shares; 2026Q1: 2,418 shares 2,418 $199K <0.01% +1,440 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 1,093 shares; 2025Q1: 17 shares; 2025Q2: 9,179 shares; 2025Q3: 9,429 shares; 2025Q4: 9,770 shares; 2026Q1: 11,151 shares 11,151 $198K <0.01% +1,381 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 521 shares; 2025Q1: 574 shares; 2025Q2: 705 shares; 2025Q3: 866 shares; 2025Q4: 1,059 shares; 2026Q1: 1,143 shares 1,143 $198K <0.01% +84 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001 shares; 2024Q4: 2,274 shares; 2025Q1: 1,556 shares; 2025Q2: 1,556 shares; 2025Q3: 1,556 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares 1,556 $198K <0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,915 shares; 2024Q4: 28,881 shares; 2025Q1: 27,353 shares; 2025Q2: 26,461 shares; 2025Q3: 23,689 shares; 2025Q4: 21,921 shares; 2026Q1: 23,475 shares 23,475 $198K <0.01% +1,554 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,601 shares; 2024Q4: 24,711 shares; 2025Q1: 24,883 shares; 2025Q2: 25,232 shares; 2025Q3: 24,537 shares; 2025Q4: 16,242 shares; 2026Q1: 16,579 shares 16,579 $197K <0.01% +337 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 407 shares; 2025Q1: 3,088 shares; 2025Q2: 4,289 shares; 2025Q3: 4,291 shares; 2025Q4: 4,491 shares; 2026Q1: 5,008 shares 5,008 $197K <0.01% +517 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: 9,171 shares; 2025Q1: 10,897 shares; 2025Q2: 16,249 shares; 2025Q3: 26,162 shares; 2025Q4: 29,263 shares; 2026Q1: 14,777 shares 14,777 $197K <0.01% -14,486 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 6,353 shares; 2025Q1: 6,199 shares; 2025Q2: 6,880 shares; 2025Q3: 6,726 shares; 2025Q4: 8,981 shares; 2026Q1: 7,539 shares 7,539 $196K <0.01% -1,442 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 692 shares; 2025Q1: 735 shares; 2025Q2: 6,682 shares; 2025Q3: 6,960 shares; 2025Q4: 6,959 shares; 2026Q1: 7,290 shares 7,290 $196K <0.01% +331 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,753 shares; 2025Q1: 3,682 shares; 2025Q2: 4,386 shares; 2025Q3: 5,971 shares; 2025Q4: 4,842 shares; 2026Q1: 6,790 shares 6,790 $196K <0.01% +1,948 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 264 shares; 2025Q1: 288 shares; 2025Q2: 271 shares; 2025Q3: 317 shares; 2025Q4: 342 shares; 2026Q1: 572 shares 572 $196K <0.01% +230 Timeline STGW STAGWELL INC More: the full row for STAGWELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,021 shares; 2024Q4: 30,021 shares; 2025Q1: 30,076 shares; 2025Q2: 30,021 shares; 2025Q3: 30,096 shares; 2025Q4: 30,428 shares; 2026Q1: 31,099 shares 31,099 $196K <0.01% +671 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547 shares; 2024Q4: 2,616 shares; 2025Q1: 2,434 shares; 2025Q2: 3,571 shares; 2025Q3: 3,760 shares; 2025Q4: 3,632 shares; 2026Q1: 3,427 shares 3,427 $195K <0.01% -205 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 581 shares; 2025Q1: 745 shares; 2025Q2: 826 shares; 2025Q3: 977 shares; 2025Q4: 1,133 shares; 2026Q1: 1,348 shares 1,348 $195K <0.01% +215 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 526 shares; 2025Q1: 718 shares; 2025Q2: 1,624 shares; 2025Q3: 5,065 shares; 2025Q4: 3,385 shares; 2026Q1: 3,283 shares 3,283 $195K <0.01% -102 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 68 shares; 2025Q1: 147 shares; 2025Q2: 43 shares; 2025Q3: 122 shares; 2025Q4: 659 shares; 2026Q1: 950 shares 950 $195K <0.01% +291 Timeline XBI 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: 225 shares; 2024Q4: 291 shares; 2025Q1: 369 shares; 2025Q2: 1,769 shares; 2025Q3: 2,134 shares; 2025Q4: 1,036 shares; 2026Q1: 1,525 shares 1,525 $195K <0.01% +489 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3,646 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares; 2026Q1: 3,646 shares 3,646 $195K <0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 3,175 shares; 2025Q1: 3,206 shares; 2025Q2: 3,256 shares; 2025Q3: 3,257 shares; 2025Q4: 3,272 shares; 2026Q1: 4,349 shares 4,349 $195K <0.01% +1,077 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 3,993 shares; 2025Q1: 4,638 shares; 2025Q2: 8,030 shares; 2025Q3: 8,054 shares; 2025Q4: 7,010 shares; 2026Q1: 7,089 shares 7,089 $194K <0.01% +79 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,533 shares; 2024Q4: 2,289 shares; 2025Q1: 2,341 shares; 2025Q2: 4,554 shares; 2025Q3: 4,711 shares; 2025Q4: 4,749 shares; 2026Q1: 6,590 shares 6,590 $194K <0.01% +1,841 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 1,546 shares; 2025Q1: 2,363 shares; 2025Q2: 2,412 shares; 2025Q3: 3,950 shares; 2025Q4: 5,455 shares; 2026Q1: 5,692 shares 5,692 $194K <0.01% +237 Timeline RSPS 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: 2,599 shares; 2024Q4: 7,471 shares; 2025Q1: 7,503 shares; 2025Q2: 7,535 shares; 2025Q3: 7,624 shares; 2025Q4: 7,946 shares; 2026Q1: 6,555 shares 6,555 $193K <0.01% -1,391 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,175 shares; 2025Q1: 1,328 shares; 2025Q2: 1,715 shares; 2025Q3: 1,821 shares; 2025Q4: 2,739 shares; 2026Q1: 5,223 shares 5,223 $193K <0.01% +2,484 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 245 shares; 2025Q1: 223 shares; 2025Q2: 1,329 shares; 2025Q3: 1,710 shares; 2025Q4: 1,665 shares; 2026Q1: 2,094 shares 2,094 $193K <0.01% +429 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 19 shares; 2025Q1: 27 shares; 2025Q2: 29 shares; 2025Q3: 70 shares; 2025Q4: 361 shares; 2026Q1: 407 shares 407 $193K <0.01% +46 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,289 shares; 2024Q4: 6,281 shares; 2025Q1: 6,295 shares; 2025Q2: 6,049 shares; 2025Q3: 5,235 shares; 2025Q4: 4,416 shares; 2026Q1: 4,425 shares 4,425 $193K <0.01% +9 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,782 shares 5,782 $192K <0.01% new Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,878 shares; 2024Q4: 10,182 shares; 2025Q1: 10,182 shares; 2025Q2: 10,182 shares; 2025Q3: 10,182 shares; 2025Q4: 6,072 shares; 2026Q1: 6,072 shares 6,072 $192K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,503 shares; 2025Q1: 2,651 shares; 2025Q2: 6,078 shares; 2025Q3: 6,263 shares; 2025Q4: 4,979 shares; 2026Q1: 5,275 shares 5,275 $192K <0.01% +296 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 425 shares; 2025Q1: 1,071 shares; 2025Q2: 1,173 shares; 2025Q3: 2,005 shares; 2025Q4: 2,996 shares; 2026Q1: 3,550 shares 3,550 $192K <0.01% +554 Timeline VTWG 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: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: 1,278 shares; 2025Q3: 1,278 shares; 2025Q4: 1,321 shares; 2026Q1: 838 shares 838 $192K <0.01% -483 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares 1,650 $192K <0.01% 0 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 4,785 shares; 2025Q2: 4,804 shares; 2025Q3: 4,835 shares; 2025Q4: 4,832 shares; 2026Q1: 5,078 shares 5,078 $192K <0.01% +246 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 46 shares; 2025Q2: 1,692 shares; 2025Q3: 4,506 shares; 2025Q4: 4,714 shares; 2026Q1: 3,795 shares 3,795 $190K <0.01% -919 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 144 shares; 2025Q1: 148 shares; 2025Q2: 150 shares; 2025Q3: 282 shares; 2025Q4: 904 shares; 2026Q1: 1,761 shares 1,761 $190K <0.01% +857 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 70 shares; 2025Q1: 93 shares; 2025Q2: 183 shares; 2025Q3: 866 shares; 2025Q4: 707 shares; 2026Q1: 580 shares 580 $190K <0.01% -127 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 4,168 shares; 2025Q1: 4,053 shares; 2025Q2: 3,683 shares; 2025Q3: 3,638 shares; 2025Q4: 3,541 shares; 2026Q1: 3,255 shares 3,255 $189K <0.01% -286 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 75 shares; 2025Q1: 845 shares; 2025Q2: 1,212 shares; 2025Q3: 1,795 shares; 2025Q4: 2,551 shares; 2026Q1: 6,831 shares 6,831 $189K <0.01% +4,280 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 8,076 shares; 2025Q1: 6,590 shares; 2025Q2: 6,085 shares; 2025Q3: 5,375 shares; 2025Q4: 5,407 shares; 2026Q1: 4,011 shares 4,011 $189K <0.01% -1,396 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 2,560 shares; 2025Q1: 3,346 shares; 2025Q2: 3,086 shares; 2025Q3: 4,232 shares; 2025Q4: 4,192 shares; 2026Q1: 7,238 shares 7,238 $189K <0.01% +3,046 Timeline BINC 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: 994 shares; 2024Q4: 735 shares; 2025Q1: 698 shares; 2025Q2: 1,145 shares; 2025Q3: 3,263 shares; 2025Q4: 2,930 shares; 2026Q1: 3,633 shares 3,633 $189K <0.01% +703 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311 shares; 2024Q4: 432 shares; 2025Q1: 529 shares; 2025Q2: 474 shares; 2025Q3: 512 shares; 2025Q4: 534 shares; 2026Q1: 708 shares 708 $188K <0.01% +174 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 6,011 shares; 2025Q1: 5,618 shares; 2025Q2: 5,710 shares; 2025Q3: 6,607 shares; 2025Q4: not reported; 2026Q1: 8,883 shares 8,883 $188K <0.01% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,439 shares; 2025Q1: 3,363 shares; 2025Q2: 3,287 shares; 2025Q3: 2,986 shares; 2025Q4: 3,728 shares; 2026Q1: 3,947 shares 3,947 $187K <0.01% +219 Timeline FHLC 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: 889 shares; 2024Q4: 2,060 shares; 2025Q1: 2,073 shares; 2025Q2: 1,976 shares; 2025Q3: 1,979 shares; 2025Q4: 2,557 shares; 2026Q1: 2,655 shares 2,655 $187K <0.01% +98 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 346 shares; 2025Q1: 393 shares; 2025Q2: 1,838 shares; 2025Q3: 1,734 shares; 2025Q4: 1,811 shares; 2026Q1: 2,143 shares 2,143 $186K <0.01% +332 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 1,460 shares; 2025Q1: 1,304 shares; 2025Q2: 1,530 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 2,190 shares 2,190 $186K <0.01% +660 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 7,335 shares; 2025Q1: 4,687 shares; 2025Q2: 8,011 shares; 2025Q3: 11,476 shares; 2025Q4: 8,316 shares; 2026Q1: 10,761 shares 10,761 $185K <0.01% +2,445 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 205 shares; 2025Q2: 1,249 shares; 2025Q3: 423 shares; 2025Q4: 457 shares; 2026Q1: 656 shares 656 $185K <0.01% +199 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 986 shares; 2025Q1: 850 shares; 2025Q2: 5,431 shares; 2025Q3: 5,590 shares; 2025Q4: 24,947 shares; 2026Q1: 25,117 shares 25,117 $185K <0.01% +170 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 182 shares; 2025Q1: 189 shares; 2025Q2: 232 shares; 2025Q3: 320 shares; 2025Q4: 478 shares; 2026Q1: 639 shares 639 $183K <0.01% +161 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 523 shares; 2025Q1: 579 shares; 2025Q2: 581 shares; 2025Q3: 595 shares; 2025Q4: 639 shares; 2026Q1: 2,502 shares 2,502 $183K <0.01% +1,863 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 802 shares; 2025Q1: 933 shares; 2025Q2: 1,171 shares; 2025Q3: 1,506 shares; 2025Q4: 1,693 shares; 2026Q1: 2,742 shares 2,742 $183K <0.01% +1,049 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,014 shares; 2025Q1: 5,014 shares; 2025Q2: 15,547 shares; 2025Q3: 15,356 shares; 2025Q4: 15,155 shares; 2026Q1: 15,126 shares 15,126 $182K <0.01% -29 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 1,061 shares; 2025Q1: 394 shares; 2025Q2: 395 shares; 2025Q3: 59 shares; 2025Q4: 1,717 shares; 2026Q1: 1,907 shares 1,907 $182K <0.01% +190 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 1,244 shares; 2025Q1: 983 shares; 2025Q2: 8,973 shares; 2025Q3: 2,151 shares; 2025Q4: 1,795 shares; 2026Q1: 1,400 shares 1,400 $182K <0.01% -395 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,330 shares 8,330 $182K <0.01% new Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 8,127 shares; 2025Q1: 8,164 shares; 2025Q2: 8,190 shares; 2025Q3: 8,229 shares; 2025Q4: 8,278 shares; 2026Q1: 8,319 shares 8,319 $182K <0.01% +41 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,176 shares; 2025Q3: 51,176 shares; 2025Q4: 51,176 shares; 2026Q1: 51,176 shares 51,176 $182K <0.01% 0 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 7,928 shares; 2025Q1: 7,928 shares; 2025Q2: 8,133 shares; 2025Q3: 8,156 shares; 2025Q4: 8,408 shares; 2026Q1: 8,581 shares 8,581 $182K <0.01% +173 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,062 shares; 2025Q1: 1,048 shares; 2025Q2: 1,179 shares; 2025Q3: 1,357 shares; 2025Q4: 1,294 shares; 2026Q1: 1,249 shares 1,249 $182K <0.01% -45 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,608 shares; 2025Q1: 2,608 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 2,540 shares 2,540 $181K <0.01% -68 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,519 shares; 2025Q1: 9,738 shares; 2025Q2: 9,958 shares; 2025Q3: 10,166 shares; 2025Q4: 8,126 shares; 2026Q1: 8,268 shares 8,268 $181K <0.01% +142 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 132 shares; 2025Q1: 210 shares; 2025Q2: 564 shares; 2025Q3: 1,667 shares; 2025Q4: 1,285 shares; 2026Q1: 1,262 shares 1,262 $181K <0.01% -23 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,907 shares; 2024Q4: 2,488 shares; 2025Q1: 2,665 shares; 2025Q2: 2,884 shares; 2025Q3: 2,970 shares; 2025Q4: 2,197 shares; 2026Q1: 3,196 shares 3,196 $181K <0.01% +999 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 938 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,577 shares; 2025Q4: 1,594 shares; 2026Q1: 2,565 shares 2,565 $181K <0.01% +971 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934 shares; 2024Q4: 970 shares; 2025Q1: 949 shares; 2025Q2: 951 shares; 2025Q3: 2,159 shares; 2025Q4: 3,733 shares; 2026Q1: 4,962 shares 4,962 $181K <0.01% +1,229 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220 shares; 2024Q4: 256 shares; 2025Q1: 283 shares; 2025Q2: 531 shares; 2025Q3: 781 shares; 2025Q4: 795 shares; 2026Q1: 836 shares 836 $180K <0.01% +41 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 108 shares; 2025Q1: 94 shares; 2025Q2: 1,638 shares; 2025Q3: 1,932 shares; 2025Q4: 1,584 shares; 2026Q1: 2,970 shares 2,970 $180K <0.01% +1,386 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 2,303 shares; 2025Q1: 2,408 shares; 2025Q2: 1,449 shares; 2025Q3: 1,564 shares; 2025Q4: 1,260 shares; 2026Q1: 2,568 shares 2,568 $180K <0.01% +1,308 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 855 shares; 2025Q2: 694 shares; 2025Q3: 6,093 shares; 2025Q4: 5,983 shares; 2026Q1: 5,959 shares 5,959 $179K <0.01% -24 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 151 shares; 2025Q1: 156 shares; 2025Q2: 188 shares; 2025Q3: 299 shares; 2025Q4: 396 shares; 2026Q1: 473 shares 473 $179K <0.01% +77 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 4,000 shares; 2025Q4: 4,300 shares; 2026Q1: 4,500 shares 4,500 $179K <0.01% +200 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 183 shares; 2025Q1: 369 shares; 2025Q2: 338 shares; 2025Q3: 235 shares; 2025Q4: 283 shares; 2026Q1: 1,475 shares 1,475 $178K <0.01% +1,192 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,580 shares; 2024Q4: 2,680 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 2,980 shares; 2025Q4: 3,199 shares; 2026Q1: 3,836 shares 3,836 $178K <0.01% +637 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,375 shares; 2025Q3: 16,684 shares; 2025Q4: 17,084 shares; 2026Q1: 17,286 shares 17,286 $178K <0.01% +202 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694 shares; 2024Q4: 1,396 shares; 2025Q1: 1,412 shares; 2025Q2: 36,681 shares; 2025Q3: 38,294 shares; 2025Q4: 7,521 shares; 2026Q1: 7,155 shares 7,155 $178K <0.01% -366 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,156 shares; 2024Q4: 5,156 shares; 2025Q1: 5,156 shares; 2025Q2: 15,815 shares; 2025Q3: 18,747 shares; 2025Q4: not reported; 2026Q1: 19,710 shares 19,710 $177K <0.01% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 7,491 shares; 2025Q1: 7,742 shares; 2025Q2: 8,021 shares; 2025Q3: 9,909 shares; 2025Q4: 10,373 shares; 2026Q1: 12,236 shares 12,236 $177K <0.01% +1,863 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,440 shares; 2025Q4: 2,606 shares; 2026Q1: 3,832 shares 3,832 $177K <0.01% +1,226 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 140 shares; 2025Q1: 366 shares; 2025Q2: 2,729 shares; 2025Q3: 25,611 shares; 2025Q4: 34,594 shares; 2026Q1: 26,845 shares 26,845 $176K <0.01% -7,749 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 1,031 shares; 2025Q1: 1,292 shares; 2025Q2: 3,361 shares; 2025Q3: 5,472 shares; 2025Q4: 2,678 shares; 2026Q1: 7,054 shares 7,054 $176K <0.01% +4,376 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,187 shares; 2024Q4: 1,187 shares; 2025Q1: 1,953 shares; 2025Q2: 1,956 shares; 2025Q3: 1,958 shares; 2025Q4: 1,960 shares; 2026Q1: 1,962 shares 1,962 $176K <0.01% +2 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 4,714 shares; 2025Q1: 8,565 shares; 2025Q2: 17,661 shares; 2025Q3: 21,564 shares; 2025Q4: 24,871 shares; 2026Q1: 23,291 shares 23,291 $176K <0.01% -1,580 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 2,092 shares; 2025Q3: 5,053 shares; 2025Q4: 7,403 shares; 2026Q1: 5,814 shares 5,814 $175K <0.01% -1,589 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 14,970 shares; 2025Q1: 30,511 shares; 2025Q2: 30,751 shares; 2025Q3: 30,751 shares; 2025Q4: 15,751 shares; 2026Q1: 16,864 shares 16,864 $174K <0.01% +1,113 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,500 shares; 2025Q3: 37,500 shares; 2025Q4: 37,500 shares; 2026Q1: 37,500 shares 37,500 $173K <0.01% 0 Timeline OEF 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: 364 shares; 2024Q4: 449 shares; 2025Q1: 457 shares; 2025Q2: 469 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 544 shares 544 $173K <0.01% +51 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,223 shares; 2025Q1: 1,666 shares; 2025Q2: 1,297 shares; 2025Q3: 1,817 shares; 2025Q4: 1,875 shares; 2026Q1: 4,092 shares 4,092 $173K <0.01% +2,217 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,581 shares; 2025Q1: 6,507 shares; 2025Q2: 6,580 shares; 2025Q3: 5,121 shares; 2025Q4: 5,338 shares; 2026Q1: 3,571 shares 3,571 $172K <0.01% -1,767 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 736 shares; 2025Q1: 699 shares; 2025Q2: 710 shares; 2025Q3: 736 shares; 2025Q4: 810 shares; 2026Q1: 882 shares 882 $172K <0.01% +72 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 137 shares; 2025Q1: 144 shares; 2025Q2: 131 shares; 2025Q3: 113 shares; 2025Q4: 1,296 shares; 2026Q1: 791 shares 791 $172K <0.01% -505 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,557 shares; 2025Q1: 4,193 shares; 2025Q2: 4,536 shares; 2025Q3: 4,566 shares; 2025Q4: 4,658 shares; 2026Q1: 4,658 shares 4,658 $171K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,173 shares; 2025Q1: 1,196 shares; 2025Q2: 1,259 shares; 2025Q3: 1,757 shares; 2025Q4: 2,503 shares; 2026Q1: 2,470 shares 2,470 $171K <0.01% -33 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,384 shares; 2026Q1: 6,384 shares 6,384 $171K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 371 shares; 2025Q1: 567 shares; 2025Q2: 1,343 shares; 2025Q3: 2,092 shares; 2025Q4: 2,426 shares; 2026Q1: 3,235 shares 3,235 $171K <0.01% +809 Timeline APIE 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: 15,542 shares; 2025Q1: 11,735 shares; 2025Q2: 9,697 shares; 2025Q3: 7,324 shares; 2025Q4: 5,149 shares; 2026Q1: 4,838 shares 4,838 $171K <0.01% -311 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,300 shares; 2025Q3: 13,300 shares; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares 13,300 $170K <0.01% 0 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: 3,413 shares; 2025Q1: 4,419 shares; 2025Q2: 4,424 shares; 2025Q3: 4,434 shares; 2025Q4: 4,109 shares; 2026Q1: 4,116 shares 4,116 $170K <0.01% +7 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 7,015 shares; 2025Q2: 7,029 shares; 2025Q3: 7,081 shares; 2025Q4: 7,213 shares; 2026Q1: 7,295 shares 7,295 $170K <0.01% +82 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,109 shares; 2025Q1: 3,117 shares; 2025Q2: 2,235 shares; 2025Q3: 2,253 shares; 2025Q4: 2,426 shares; 2026Q1: 3,658 shares 3,658 $170K <0.01% +1,232 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 2,004 shares; 2025Q1: 2,112 shares; 2025Q2: 2,366 shares; 2025Q3: 2,573 shares; 2025Q4: 2,188 shares; 2026Q1: 8,961 shares 8,961 $169K <0.01% +6,773 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 327 shares; 2025Q1: 307 shares; 2025Q2: 330 shares; 2025Q3: 369 shares; 2025Q4: 440 shares; 2026Q1: 498 shares 498 $168K <0.01% +58 Timeline DFSE 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: 3,854 shares; 2024Q4: 3,874 shares; 2025Q1: 3,882 shares; 2025Q2: 3,900 shares; 2025Q3: 3,929 shares; 2025Q4: 3,957 shares; 2026Q1: 3,962 shares 3,962 $168K <0.01% +5 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,841 shares; 2025Q1: 1,847 shares; 2025Q2: 1,947 shares; 2025Q3: 3,438 shares; 2025Q4: 3,524 shares; 2026Q1: 4,978 shares 4,978 $168K <0.01% +1,454 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,058 shares; 2025Q3: 4,110 shares; 2025Q4: 4,186 shares; 2026Q1: 4,186 shares 4,186 $166K <0.01% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 7,321 shares; 2025Q1: 7,200 shares; 2025Q2: 7,169 shares; 2025Q3: 6,907 shares; 2025Q4: 6,309 shares; 2026Q1: 6,357 shares 6,357 $166K <0.01% +48 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,871 shares; 2024Q4: 6,871 shares; 2025Q1: 6,871 shares; 2025Q2: 6,871 shares; 2025Q3: 6,871 shares; 2025Q4: 6,871 shares; 2026Q1: 4,604 shares 4,604 $165K <0.01% -2,267 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 127 shares; 2025Q1: 124 shares; 2025Q2: 137 shares; 2025Q3: 564 shares; 2025Q4: 532 shares; 2026Q1: 1,076 shares 1,076 $165K <0.01% +544 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $165K <0.01% 0 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 1,062 shares; 2025Q1: 1,049 shares; 2025Q2: 2,370 shares; 2025Q3: 2,492 shares; 2025Q4: 2,673 shares; 2026Q1: 3,908 shares 3,908 $165K <0.01% +1,235 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 11,594 shares; 2026Q1: 2,897 shares 2,897 $165K <0.01% -8,697 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 617 shares; 2025Q1: 849 shares; 2025Q2: 1,396 shares; 2025Q3: 1,598 shares; 2025Q4: 1,582 shares; 2026Q1: 1,489 shares 1,489 $165K <0.01% -93 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281 shares; 2024Q4: 512 shares; 2025Q1: 2,125 shares; 2025Q2: 2,470 shares; 2025Q3: 8,222 shares; 2025Q4: 5,242 shares; 2026Q1: 5,000 shares 5,000 $165K <0.01% -242 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,117 shares; 2025Q3: 21,737 shares; 2025Q4: 20,117 shares; 2026Q1: 20,117 shares 20,117 $164K <0.01% 0 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,894 shares; 2025Q4: 6,921 shares; 2026Q1: 6,954 shares 6,954 $164K <0.01% +33 Timeline