WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 3,921 shares; 2026Q1: 4,576 shares 4,576 $636K 0.02% +655 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,044 shares; 2025Q3: 1,446 shares; 2025Q4: 7,032 shares; 2026Q1: 5,720 shares 5,720 $634K 0.02% -1,312 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,441 shares; 2024Q4: 15,636 shares; 2025Q1: 12,427 shares; 2025Q2: 10,821 shares; 2025Q3: 2,768 shares; 2025Q4: 4,322 shares; 2026Q1: 4,357 shares 4,357 $633K 0.02% +35 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,175 shares; 2026Q1: 4,675 shares 4,675 $630K 0.02% +1,500 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,563 shares; 2024Q4: 8,451 shares; 2025Q1: 8,828 shares; 2025Q2: 8,897 shares; 2025Q3: 2,066 shares; 2025Q4: 24,633 shares; 2026Q1: 9,997 shares 9,997 $629K 0.02% -14,636 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,424 shares; 2024Q4: 29,424 shares; 2025Q1: 29,424 shares; 2025Q2: 14,193 shares; 2025Q3: 22,507 shares; 2025Q4: 13,247 shares; 2026Q1: 13,247 shares 13,247 $628K 0.02% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,784 shares; 2024Q4: 38,807 shares; 2025Q1: 38,693 shares; 2025Q2: 35,287 shares; 2025Q3: 30,359 shares; 2025Q4: 14,689 shares; 2026Q1: 15,378 shares 15,378 $624K 0.02% +689 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,633 shares; 2024Q4: 211,481 shares; 2025Q1: 76,667 shares; 2025Q2: 22,087 shares; 2025Q3: 204,042 shares; 2025Q4: 51,607 shares; 2026Q1: 51,607 shares 51,607 $622K 0.02% 0 Timeline DMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,013 shares; 2024Q4: 14,933 shares; 2025Q1: 14,933 shares; 2025Q2: 11,219 shares; 2025Q3: 9,982 shares; 2025Q4: 14,375 shares; 2026Q1: 14,611 shares 14,611 $620K 0.02% +236 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 5,073 shares; 2025Q1: 5,018 shares; 2025Q2: 5,083 shares; 2025Q3: 2,847 shares; 2025Q4: 6,957 shares; 2026Q1: 7,124 shares 7,124 $617K 0.02% +167 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,019 shares; 2024Q4: 7,634 shares; 2025Q1: 4,045 shares; 2025Q2: 2,697 shares; 2025Q3: 6,766 shares; 2025Q4: 5,545 shares; 2026Q1: 5,546 shares 5,546 $617K 0.02% +1 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: 14,825 shares; 2024Q4: 9,066 shares; 2025Q1: 8,078 shares; 2025Q2: 6,427 shares; 2025Q3: 6,874 shares; 2025Q4: 2,035 shares; 2026Q1: 3,712 shares 3,712 $615K 0.02% +1,677 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,422 shares; 2025Q1: 2,424 shares; 2025Q2: 1,644 shares; 2025Q3: 615 shares; 2025Q4: 1,061 shares; 2026Q1: 1,092 shares 1,092 $615K 0.02% +31 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156 shares; 2025Q2: 3,117 shares; 2025Q3: 1,320 shares; 2025Q4: 7,393 shares; 2026Q1: 6,627 shares 6,627 $612K 0.02% -766 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,272 shares; 2025Q1: 69,417 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 7,502 shares; 2026Q1: 6,677 shares 6,677 $611K 0.02% -825 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: 42 shares; 2025Q4: 12,559 shares; 2026Q1: 12,299 shares 12,299 $610K 0.02% -260 Timeline RDVI 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: 50,595 shares; 2024Q4: 54,182 shares; 2025Q1: 61,379 shares; 2025Q2: 56,365 shares; 2025Q3: 20,868 shares; 2025Q4: 23,469 shares; 2026Q1: 23,701 shares 23,701 $606K 0.02% +232 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,703 shares; 2024Q4: 21,642 shares; 2025Q1: 23,628 shares; 2025Q2: 20,898 shares; 2025Q3: 23,847 shares; 2025Q4: 12,198 shares; 2026Q1: 13,613 shares 13,613 $603K 0.02% +1,415 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 3,365 shares; 2025Q1: 1,727 shares; 2025Q2: 658 shares; 2025Q3: 403 shares; 2025Q4: 3,914 shares; 2026Q1: 3,030 shares 3,030 $601K 0.02% -884 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,046 shares; 2024Q4: 41,919 shares; 2025Q1: 41,847 shares; 2025Q2: 17,561 shares; 2025Q3: 37,591 shares; 2025Q4: 15,846 shares; 2026Q1: 15,859 shares 15,859 $600K 0.02% +13 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,731 shares; 2025Q1: 5,895 shares; 2025Q2: 3,862 shares; 2025Q3: 5,164 shares; 2025Q4: 1,501 shares; 2026Q1: 1,536 shares 1,536 $600K 0.02% +35 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 20,728 shares; 2025Q1: 20,714 shares; 2025Q2: 18,050 shares; 2025Q3: 9,087 shares; 2025Q4: 10,149 shares; 2026Q1: 10,116 shares 10,116 $599K 0.02% -33 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,963 shares; 2025Q2: 312 shares; 2025Q3: 75 shares; 2025Q4: 4,100 shares; 2026Q1: 4,087 shares 4,087 $598K 0.02% -13 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 9,351 shares; 2025Q1: 9,332 shares; 2025Q2: 6,702 shares; 2025Q3: 5,239 shares; 2025Q4: 4,645 shares; 2026Q1: 6,386 shares 6,386 $594K 0.02% +1,741 Timeline FJAN 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: 28,375 shares; 2024Q4: 20,382 shares; 2025Q1: 22,923 shares; 2025Q2: 15,767 shares; 2025Q3: 11,295 shares; 2025Q4: 10,842 shares; 2026Q1: 11,776 shares 11,776 $594K 0.02% +934 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: 16,196 shares; 2024Q4: 15,951 shares; 2025Q1: 16,462 shares; 2025Q2: 15,805 shares; 2025Q3: 14,356 shares; 2025Q4: 10,536 shares; 2026Q1: 10,536 shares 10,536 $592K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,892 shares; 2025Q1: 6,012 shares; 2025Q2: 7,367 shares; 2025Q3: 4,623 shares; 2025Q4: 10,536 shares; 2026Q1: 11,508 shares 11,508 $591K 0.02% +972 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,337 shares; 2024Q4: 38,148 shares; 2025Q1: 37,316 shares; 2025Q2: 22,459 shares; 2025Q3: 19,120 shares; 2025Q4: 13,229 shares; 2026Q1: 13,179 shares 13,179 $590K 0.02% -50 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 15,807 shares; 2025Q1: 14,048 shares; 2025Q2: 8,157 shares; 2025Q3: 8,168 shares; 2025Q4: 8,775 shares; 2026Q1: 9,718 shares 9,718 $589K 0.02% +943 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 8,231 shares; 2026Q1: 7,976 shares 7,976 $582K 0.02% -255 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: 5,935 shares; 2024Q4: 9,840 shares; 2025Q1: 5,757 shares; 2025Q2: 1,708 shares; 2025Q3: 1,375 shares; 2025Q4: 5,063 shares; 2026Q1: 4,751 shares 4,751 $579K 0.02% -312 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,901 shares; 2025Q3: 1,804 shares; 2025Q4: 12,921 shares; 2026Q1: 12,426 shares 12,426 $577K 0.02% -495 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 107 shares; 2025Q4: 8,477 shares; 2026Q1: 8,139 shares 8,139 $564K 0.02% -338 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,728 shares; 2025Q3: 649 shares; 2025Q4: 5,894 shares; 2026Q1: 6,789 shares 6,789 $563K 0.02% +895 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 6,970 shares; 2026Q1: 7,167 shares 7,167 $562K 0.02% +197 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,727 shares; 2024Q4: 4,609 shares; 2025Q1: 16,370 shares; 2025Q2: 2,319 shares; 2025Q3: 1,442 shares; 2025Q4: 6,448 shares; 2026Q1: 6,148 shares 6,148 $562K 0.02% -300 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,533 shares; 2024Q4: 19,896 shares; 2025Q1: 18,490 shares; 2025Q2: 9,496 shares; 2025Q3: 10,629 shares; 2025Q4: 6,305 shares; 2026Q1: 5,292 shares 5,292 $561K 0.02% -1,013 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,119 shares; 2024Q4: 71,798 shares; 2025Q1: 71,819 shares; 2025Q2: 48,497 shares; 2025Q3: 69,890 shares; 2025Q4: 64,761 shares; 2026Q1: 64,761 shares 64,761 $561K 0.02% 0 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: 55,784 shares; 2024Q4: 29,711 shares; 2025Q1: 17,790 shares; 2025Q2: 8,881 shares; 2025Q3: 285 shares; 2025Q4: 5,364 shares; 2026Q1: 5,277 shares 5,277 $561K 0.02% -87 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 386 shares; 2025Q3: 386 shares; 2025Q4: 21,054 shares; 2026Q1: 20,500 shares 20,500 $560K 0.02% -554 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 821 shares; 2025Q4: not reported; 2026Q1: 2,614 shares 2,614 $559K 0.02% new Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,845 shares; 2025Q3: 8,225 shares; 2025Q4: 15,479 shares; 2026Q1: 16,039 shares 16,039 $558K 0.02% +560 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,142 shares; 2025Q1: 2,106 shares; 2025Q2: 197 shares; 2025Q3: 1,973 shares; 2025Q4: 6,582 shares; 2026Q1: 6,189 shares 6,189 $558K 0.02% -393 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 4,092 shares; 2025Q1: 4,181 shares; 2025Q2: 2,623 shares; 2025Q3: 573 shares; 2025Q4: 3,786 shares; 2026Q1: 5,458 shares 5,458 $557K 0.02% +1,672 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,998 shares; 2026Q1: 19,349 shares 19,349 $555K 0.02% +351 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,389 shares; 2024Q4: 51,567 shares; 2025Q1: 51,567 shares; 2025Q2: 37,265 shares; 2025Q3: 52,553 shares; 2025Q4: 40,184 shares; 2026Q1: 39,984 shares 39,984 $551K 0.02% -200 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,618 shares; 2024Q4: 5,712 shares; 2025Q1: 5,082 shares; 2025Q2: 8,851 shares; 2025Q3: 7,649 shares; 2025Q4: 7,363 shares; 2026Q1: 4,646 shares 4,646 $551K 0.02% -2,717 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,488 shares; 2024Q4: 5,229 shares; 2025Q1: 5,229 shares; 2025Q2: 1,813 shares; 2025Q3: 1,609 shares; 2025Q4: 7,370 shares; 2026Q1: 6,843 shares 6,843 $544K 0.02% -527 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 302 shares; 2025Q3: 179 shares; 2025Q4: 1,842 shares; 2026Q1: 1,216 shares 1,216 $543K 0.02% -626 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,780 shares; 2024Q4: 21,782 shares; 2025Q1: 23,425 shares; 2025Q2: 23,298 shares; 2025Q3: 12,806 shares; 2025Q4: 9,321 shares; 2026Q1: 9,920 shares 9,920 $543K 0.02% +599 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,818 shares; 2024Q4: 2,939 shares; 2025Q1: 2,905 shares; 2025Q2: 2,080 shares; 2025Q3: 859 shares; 2025Q4: 2,741 shares; 2026Q1: 2,229 shares 2,229 $542K 0.02% -512 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,446 shares; 2024Q4: 9,343 shares; 2025Q1: 9,125 shares; 2025Q2: 9,088 shares; 2025Q3: 800 shares; 2025Q4: 4,612 shares; 2026Q1: 4,090 shares 4,090 $536K 0.02% -522 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535 shares; 2025Q1: not reported; 2025Q2: 99 shares; 2025Q3: 28 shares; 2025Q4: 468 shares; 2026Q1: 545 shares 545 $534K 0.02% +77 Timeline SPYD 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: 16,471 shares; 2024Q4: 15,821 shares; 2025Q1: 15,908 shares; 2025Q2: 11,070 shares; 2025Q3: 10,267 shares; 2025Q4: 11,564 shares; 2026Q1: 11,689 shares 11,689 $532K 0.02% +125 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,655 shares; 2024Q4: 18,241 shares; 2025Q1: 27,153 shares; 2025Q2: 16,195 shares; 2025Q3: 1,975 shares; 2025Q4: 2,282 shares; 2026Q1: 2,120 shares 2,120 $531K 0.02% -162 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 3,082 shares; 2025Q1: 3,124 shares; 2025Q2: 1,943 shares; 2025Q3: 2,121 shares; 2025Q4: 1,940 shares; 2026Q1: 2,141 shares 2,141 $529K 0.02% +201 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS 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: 2,016 shares; 2026Q1: 1,979 shares 1,979 $525K 0.02% -37 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,521 shares; 2024Q4: 8,794 shares; 2025Q1: 8,806 shares; 2025Q2: 875 shares; 2025Q3: not reported; 2025Q4: 4,434 shares; 2026Q1: 3,960 shares 3,960 $523K 0.02% -474 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,350 shares; 2025Q3: 1,281 shares; 2025Q4: 11,221 shares; 2026Q1: 11,145 shares 11,145 $523K 0.02% -76 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,488 shares; 2024Q4: 11,650 shares; 2025Q1: 11,068 shares; 2025Q2: 7,069 shares; 2025Q3: 7,730 shares; 2025Q4: 5,182 shares; 2026Q1: 5,508 shares 5,508 $521K 0.02% +326 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,878 shares; 2025Q3: 225 shares; 2025Q4: 4,434 shares; 2026Q1: 10,019 shares 10,019 $520K 0.02% +5,585 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,298 shares; 2024Q4: 28,273 shares; 2025Q1: 23,716 shares; 2025Q2: 16,624 shares; 2025Q3: 2,824 shares; 2025Q4: 6,446 shares; 2026Q1: 6,003 shares 6,003 $520K 0.02% -443 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 5,069 shares; 2025Q1: 5,026 shares; 2025Q2: 2,891 shares; 2025Q3: 2,411 shares; 2025Q4: 1,937 shares; 2026Q1: 1,998 shares 1,998 $520K 0.02% +61 Timeline COWG 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: 9,994 shares; 2024Q4: 18,334 shares; 2025Q1: 17,378 shares; 2025Q2: 12,406 shares; 2025Q3: 8,772 shares; 2025Q4: 13,677 shares; 2026Q1: 15,398 shares 15,398 $520K 0.02% +1,721 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,116 shares; 2025Q1: 4,137 shares; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 11,875 shares; 2026Q1: 11,147 shares 11,147 $517K 0.02% -728 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,365 shares; 2025Q1: 3,151 shares; 2025Q2: 2,451 shares; 2025Q3: 1,996 shares; 2025Q4: 7,269 shares; 2026Q1: 8,239 shares 8,239 $517K 0.02% +970 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,899 shares; 2024Q4: 12,045 shares; 2025Q1: not reported; 2025Q2: 5,321 shares; 2025Q3: 3,349 shares; 2025Q4: 8,780 shares; 2026Q1: 8,797 shares 8,797 $514K 0.02% +17 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,287 shares; 2024Q4: 34,955 shares; 2025Q1: 17,047 shares; 2025Q2: 7,187 shares; 2025Q3: 14,330 shares; 2025Q4: 9,644 shares; 2026Q1: 9,307 shares 9,307 $514K 0.02% -337 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 185 shares; 2025Q1: 84 shares; 2025Q2: 37 shares; 2025Q3: 186 shares; 2025Q4: 121 shares; 2026Q1: 122 shares 122 $513K 0.02% +1 Timeline INKM 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: 8,737 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 13,174 shares; 2026Q1: 15,212 shares 15,212 $510K 0.02% +2,038 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98 shares; 2025Q3: 80 shares; 2025Q4: 5,023 shares; 2026Q1: 4,282 shares 4,282 $506K 0.02% -741 Timeline FNDX 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: 14,107 shares; 2024Q4: 67,956 shares; 2025Q1: 68,777 shares; 2025Q2: 32,045 shares; 2025Q3: 48,667 shares; 2025Q4: 17,452 shares; 2026Q1: 18,121 shares 18,121 $505K 0.02% +669 Timeline SCHF 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: 31,106 shares; 2024Q4: 64,424 shares; 2025Q1: 62,413 shares; 2025Q2: 27,681 shares; 2025Q3: 29,246 shares; 2025Q4: 20,282 shares; 2026Q1: 20,282 shares 20,282 $502K 0.02% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: not reported; 2025Q4: 10,999 shares; 2026Q1: 11,068 shares 11,068 $502K 0.02% +69 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,319 shares; 2024Q4: 290,074 shares; 2025Q1: 290,153 shares; 2025Q2: 272,720 shares; 2025Q3: 178,755 shares; 2025Q4: 24,574 shares; 2026Q1: 25,066 shares 25,066 $499K 0.02% +492 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,092 shares; 2024Q4: 13,547 shares; 2025Q1: 13,471 shares; 2025Q2: 3,638 shares; 2025Q3: 5,302 shares; 2025Q4: 5,162 shares; 2026Q1: 5,131 shares 5,131 $496K 0.02% -31 Timeline FMAR 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: 20,012 shares; 2024Q4: 19,846 shares; 2025Q1: 17,003 shares; 2025Q2: 12,368 shares; 2025Q3: 12,004 shares; 2025Q4: 9,745 shares; 2026Q1: 10,221 shares 10,221 $496K 0.02% +476 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,565 shares; 2024Q4: 20,475 shares; 2025Q1: 19,858 shares; 2025Q2: 11,071 shares; 2025Q3: 11,691 shares; 2025Q4: 9,148 shares; 2026Q1: 9,832 shares 9,832 $495K 0.02% +684 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,359 shares 10,359 $494K 0.02% new Timeline FIDU 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: 7,153 shares; 2024Q4: 8,343 shares; 2025Q1: 8,268 shares; 2025Q2: 7,099 shares; 2025Q3: 904 shares; 2025Q4: 5,683 shares; 2026Q1: 5,648 shares 5,648 $489K 0.02% -35 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 719 shares; 2025Q4: 572 shares; 2026Q1: 508 shares 508 $489K 0.02% -64 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,315 shares; 2025Q1: 40,631 shares; 2025Q2: not reported; 2025Q3: 2,315 shares; 2025Q4: 2,831 shares; 2026Q1: 2,709 shares 2,709 $483K 0.02% -122 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 2,011 shares; 2025Q1: 1,890 shares; 2025Q2: 1,138 shares; 2025Q3: 810 shares; 2025Q4: 3,584 shares; 2026Q1: 3,503 shares 3,503 $481K 0.02% -81 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 3,193 shares; 2025Q1: 3,210 shares; 2025Q2: 1,295 shares; 2025Q3: 3,969 shares; 2025Q4: 3,981 shares; 2026Q1: 3,793 shares 3,793 $479K 0.02% -188 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 14,587 shares; 2025Q1: 15,976 shares; 2025Q2: 15,901 shares; 2025Q3: 2,347 shares; 2025Q4: 13,874 shares; 2026Q1: 12,857 shares 12,857 $479K 0.02% -1,017 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,133 shares; 2025Q3: 1,042 shares; 2025Q4: 8,382 shares; 2026Q1: 8,754 shares 8,754 $478K 0.02% +372 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: 34,019 shares; 2025Q4: 17,623 shares; 2026Q1: 13,108 shares 13,108 $475K 0.02% -4,515 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,287 shares; 2026Q1: 3,972 shares 3,972 $475K 0.02% +685 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,314 shares; 2024Q4: 11,199 shares; 2025Q1: 11,200 shares; 2025Q2: 5,496 shares; 2025Q3: 8,225 shares; 2025Q4: 5,912 shares; 2026Q1: 5,917 shares 5,917 $472K 0.02% +5 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 795 shares; 2025Q3: 474 shares; 2025Q4: 14,752 shares; 2026Q1: 10,106 shares 10,106 $472K 0.02% -4,646 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 7,921 shares; 2025Q1: 8,679 shares; 2025Q2: 5,999 shares; 2025Q3: 7,306 shares; 2025Q4: 7,820 shares; 2026Q1: 6,554 shares 6,554 $471K 0.02% -1,266 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,996 shares; 2025Q4: 10,020 shares; 2026Q1: 10,032 shares 10,032 $469K 0.02% +12 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,923 shares; 2024Q4: 7,863 shares; 2025Q1: 7,905 shares; 2025Q2: 6,093 shares; 2025Q3: 3,465 shares; 2025Q4: 5,106 shares; 2026Q1: 4,805 shares 4,805 $469K 0.02% -301 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,756 shares; 2026Q1: 9,682 shares 9,682 $469K 0.02% +926 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,086 shares; 2025Q1: 5,937 shares; 2025Q2: 98 shares; 2025Q3: 3,569 shares; 2025Q4: 6,042 shares; 2026Q1: 4,809 shares 4,809 $467K 0.02% -1,233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 384 shares; 2025Q4: 1,129 shares; 2026Q1: 859 shares 859 $467K 0.02% -270 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,243 shares; 2024Q4: 23,342 shares; 2025Q1: 23,723 shares; 2025Q2: 4,587 shares; 2025Q3: 21,049 shares; 2025Q4: 18,812 shares; 2026Q1: 18,805 shares 18,805 $467K 0.02% -7 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: 6,316 shares; 2024Q4: 6,977 shares; 2025Q1: 6,426 shares; 2025Q2: 4,628 shares; 2025Q3: 409 shares; 2025Q4: 5,487 shares; 2026Q1: 5,487 shares 5,487 $466K 0.02% 0 Timeline SPLV 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: 17,431 shares; 2024Q4: 16,142 shares; 2025Q1: 16,174 shares; 2025Q2: 13,122 shares; 2025Q3: 9,368 shares; 2025Q4: 6,433 shares; 2026Q1: 6,330 shares 6,330 $463K 0.02% -103 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,022 shares; 2025Q4: 14,987 shares; 2026Q1: 15,759 shares 15,759 $463K 0.02% +772 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: 960 shares; 2026Q1: 678 shares 678 $462K 0.02% -282 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22 shares; 2025Q3: not reported; 2025Q4: 3,256 shares; 2026Q1: 3,216 shares 3,216 $461K 0.02% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 1,358 shares; 2026Q1: 1,330 shares 1,330 $458K 0.02% -28 Timeline HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,068 shares; 2026Q1: 7,068 shares 7,068 $457K 0.02% 0 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: 14,882 shares; 2024Q4: 14,091 shares; 2025Q1: 14,227 shares; 2025Q2: 9,968 shares; 2025Q3: 4,852 shares; 2025Q4: 5,261 shares; 2026Q1: 4,711 shares 4,711 $455K 0.02% -550 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 1,056 shares; 2025Q1: 998 shares; 2025Q2: 400 shares; 2025Q3: 318 shares; 2025Q4: 1,190 shares; 2026Q1: 1,070 shares 1,070 $455K 0.02% -120 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,505 shares; 2024Q4: 51,596 shares; 2025Q1: 32,349 shares; 2025Q2: 33,861 shares; 2025Q3: 22,628 shares; 2025Q4: 8,205 shares; 2026Q1: 9,274 shares 9,274 $454K 0.02% +1,069 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 4,566 shares; 2025Q1: 4,694 shares; 2025Q2: 2,343 shares; 2025Q3: 2,106 shares; 2025Q4: 5,877 shares; 2026Q1: 6,238 shares 6,238 $453K 0.02% +361 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,480 shares; 2025Q1: 4,672 shares; 2025Q2: 5,099 shares; 2025Q3: 922 shares; 2025Q4: 1,015 shares; 2026Q1: 1,320 shares 1,320 $453K 0.02% +305 Timeline CME CME GROUP INC More: the full row for CME 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: 511 shares; 2025Q3: 384 shares; 2025Q4: 1,759 shares; 2026Q1: 1,528 shares 1,528 $451K 0.02% -231 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,632 shares; 2024Q4: 34,732 shares; 2025Q1: 34,774 shares; 2025Q2: 28,785 shares; 2025Q3: 9,083 shares; 2025Q4: 15,994 shares; 2026Q1: 13,425 shares 13,425 $450K 0.02% -2,569 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,880 shares; 2024Q4: 6,039 shares; 2025Q1: 6,035 shares; 2025Q2: 6,528 shares; 2025Q3: 4,924 shares; 2025Q4: 4,678 shares; 2026Q1: 4,754 shares 4,754 $450K 0.02% +76 Timeline PFLD 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: 20,014 shares; 2024Q4: 22,663 shares; 2025Q1: 22,663 shares; 2025Q2: 26,883 shares; 2025Q3: 24,631 shares; 2025Q4: 21,278 shares; 2026Q1: 23,151 shares 23,151 $448K 0.02% +1,873 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,215 shares; 2024Q4: 11,723 shares; 2025Q1: 11,659 shares; 2025Q2: 4,286 shares; 2025Q3: 9,226 shares; 2025Q4: 6,598 shares; 2026Q1: 6,916 shares 6,916 $448K 0.02% +318 Timeline FSTA 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: 8,074 shares; 2024Q4: 12,620 shares; 2025Q1: 12,573 shares; 2025Q2: 10,507 shares; 2025Q3: 8,310 shares; 2025Q4: 8,900 shares; 2026Q1: 8,548 shares 8,548 $447K 0.02% -352 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: 5,914 shares; 2024Q4: 6,324 shares; 2025Q1: 6,878 shares; 2025Q2: 6,628 shares; 2025Q3: 275 shares; 2025Q4: 1,879 shares; 2026Q1: 2,078 shares 2,078 $447K 0.02% +199 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,247 shares; 2024Q4: 120,193 shares; 2025Q1: 28,975 shares; 2025Q2: 15,136 shares; 2025Q3: 9,505 shares; 2025Q4: 9,353 shares; 2026Q1: 9,397 shares 9,397 $442K 0.02% +44 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,923 shares; 2025Q1: 2,825 shares; 2025Q2: 36,604 shares; 2025Q3: 2,577 shares; 2025Q4: 2,592 shares; 2026Q1: 2,577 shares 2,577 $442K 0.02% -15 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 7,974 shares; 2025Q1: 7,973 shares; 2025Q2: 8,378 shares; 2025Q3: 4,768 shares; 2025Q4: not reported; 2026Q1: 11,300 shares 11,300 $441K 0.02% new Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,603 shares; 2025Q1: 19,783 shares; 2025Q2: 19,806 shares; 2025Q3: 2,023 shares; 2025Q4: 15,318 shares; 2026Q1: 14,768 shares 14,768 $441K 0.02% -550 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,924 shares; 2025Q1: 1,870 shares; 2025Q2: 1,785 shares; 2025Q3: 1,036 shares; 2025Q4: 3,374 shares; 2026Q1: 3,322 shares 3,322 $440K 0.02% -52 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 11,684 shares; 2026Q1: 11,154 shares 11,154 $439K 0.02% -530 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,795 shares; 2025Q1: not reported; 2025Q2: 4,222 shares; 2025Q3: 2,918 shares; 2025Q4: 10,531 shares; 2026Q1: 9,554 shares 9,554 $439K 0.02% -977 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,549 shares; 2025Q1: not reported; 2025Q2: 5,951 shares; 2025Q3: 5,812 shares; 2025Q4: 23,159 shares; 2026Q1: 23,165 shares 23,165 $438K 0.02% +6 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,643 shares; 2025Q1: 2,900 shares; 2025Q2: 1,587 shares; 2025Q3: 1,471 shares; 2025Q4: 1,566 shares; 2026Q1: 1,901 shares 1,901 $438K 0.02% +335 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,165 shares; 2025Q3: 1,083 shares; 2025Q4: 3,712 shares; 2026Q1: 4,078 shares 4,078 $438K 0.02% +366 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 82,214 shares; 2025Q1: 82,214 shares; 2025Q2: 56 shares; 2025Q3: not reported; 2025Q4: 72,214 shares; 2026Q1: 72,214 shares 72,214 $437K 0.02% 0 Timeline VT 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: 8,478 shares; 2024Q4: 9,295 shares; 2025Q1: 9,479 shares; 2025Q2: 5,821 shares; 2025Q3: 10,354 shares; 2025Q4: 3,202 shares; 2026Q1: 3,151 shares 3,151 $436K 0.02% -51 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 11,431 shares; 2025Q1: 5,519 shares; 2025Q2: 4,579 shares; 2025Q3: 2,921 shares; 2025Q4: 4,863 shares; 2026Q1: 4,397 shares 4,397 $436K 0.02% -466 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,236 shares; 2026Q1: 9,014 shares 9,014 $435K 0.02% +778 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,327 shares; 2025Q1: 2,585 shares; 2025Q2: 1,378 shares; 2025Q3: 1,162 shares; 2025Q4: 1,512 shares; 2026Q1: 1,503 shares 1,503 $431K 0.02% -9 Timeline CLIP 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: 5,413 shares; 2026Q1: 4,263 shares 4,263 $428K 0.02% -1,150 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,715 shares; 2024Q4: 22,267 shares; 2025Q1: 18,417 shares; 2025Q2: 9,504 shares; 2025Q3: 10,824 shares; 2025Q4: 3,016 shares; 2026Q1: 2,025 shares 2,025 $428K 0.02% -991 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: 5,850 shares; 2024Q4: 6,918 shares; 2025Q1: 6,918 shares; 2025Q2: 6,490 shares; 2025Q3: 5,908 shares; 2025Q4: 7,929 shares; 2026Q1: 8,533 shares 8,533 $426K 0.02% +604 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,760 shares; 2025Q1: 7,760 shares; 2025Q2: 9,379 shares; 2025Q3: 9,335 shares; 2025Q4: 8,210 shares; 2026Q1: 10,613 shares 10,613 $426K 0.02% +2,403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,375 shares; 2026Q1: 18,675 shares 18,675 $426K 0.02% +3,300 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,749 shares; 2024Q4: 53,866 shares; 2025Q1: 56,012 shares; 2025Q2: 33,764 shares; 2025Q3: 40,367 shares; 2025Q4: 12,294 shares; 2026Q1: 12,338 shares 12,338 $425K 0.02% +44 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,288 shares; 2024Q4: 19,062 shares; 2025Q1: 19,056 shares; 2025Q2: 17,352 shares; 2025Q3: 19,577 shares; 2025Q4: 6,919 shares; 2026Q1: 4,620 shares 4,620 $424K 0.02% -2,299 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: 12 shares; 2025Q3: 465 shares; 2025Q4: 8,600 shares; 2026Q1: 12,350 shares 12,350 $423K 0.02% +3,750 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 5,395 shares; 2026Q1: 5,608 shares 5,608 $423K 0.02% +213 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,567 shares; 2024Q4: 15,105 shares; 2025Q1: 10,002 shares; 2025Q2: 8,260 shares; 2025Q3: 7,936 shares; 2025Q4: 6,947 shares; 2026Q1: 7,423 shares 7,423 $422K 0.02% +476 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,969 shares; 2024Q4: 11,250 shares; 2025Q1: 11,709 shares; 2025Q2: 8,369 shares; 2025Q3: 5,379 shares; 2025Q4: 10,903 shares; 2026Q1: 10,241 shares 10,241 $420K 0.02% -662 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 7,659 shares; 2026Q1: 10,363 shares 10,363 $419K 0.02% +2,704 Timeline EVTC EVERTEC INC More: the full row for EVERTEC 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: 14,798 shares; 2026Q1: 14,801 shares 14,801 $418K 0.02% +3 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 269 shares; 2025Q3: not reported; 2025Q4: 4,969 shares; 2026Q1: 4,146 shares 4,146 $418K 0.02% -823 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 1,016 shares; 2025Q1: 406 shares; 2025Q2: 329 shares; 2025Q3: 342 shares; 2025Q4: 903 shares; 2026Q1: 964 shares 964 $417K 0.02% +61 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,502 shares; 2026Q1: 9,467 shares 9,467 $416K 0.02% -35 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 15,837 shares; 2026Q1: 21,404 shares 21,404 $416K 0.02% +5,567 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 3,129 shares; 2025Q1: 1,656 shares; 2025Q2: 1,513 shares; 2025Q3: 2,233 shares; 2025Q4: 1,240 shares; 2026Q1: 1,270 shares 1,270 $415K 0.02% +30 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,238 shares; 2025Q1: 1,240 shares; 2025Q2: 1,055 shares; 2025Q3: 715 shares; 2025Q4: 2,247 shares; 2026Q1: 2,180 shares 2,180 $413K 0.02% -67 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 17,682 shares; 2025Q1: 21,904 shares; 2025Q2: 12,748 shares; 2025Q3: 2,510 shares; 2025Q4: 6,964 shares; 2026Q1: 5,826 shares 5,826 $410K 0.02% -1,138 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,096 shares; 2024Q4: 21,024 shares; 2025Q1: 35,978 shares; 2025Q2: 12,656 shares; 2025Q3: 2,631 shares; 2025Q4: 11,337 shares; 2026Q1: 14,587 shares 14,587 $408K 0.02% +3,250 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,567 shares; 2025Q3: 5,681 shares; 2025Q4: 16,433 shares; 2026Q1: 16,457 shares 16,457 $408K 0.02% +24 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,878 shares; 2025Q1: 33,761 shares; 2025Q2: 45,188 shares; 2025Q3: 51,957 shares; 2025Q4: 18,514 shares; 2026Q1: 17,656 shares 17,656 $407K 0.02% -858 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344 shares; 2025Q3: 423 shares; 2025Q4: 4,423 shares; 2026Q1: 3,436 shares 3,436 $406K 0.02% -987 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,625 shares 12,625 $406K 0.02% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,179 shares; 2024Q4: 8,331 shares; 2025Q1: 9,181 shares; 2025Q2: 2,488 shares; 2025Q3: 3,262 shares; 2025Q4: 5,279 shares; 2026Q1: 4,779 shares 4,779 $404K 0.02% -500 Timeline DFAI 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: 31,495 shares; 2024Q4: 133,589 shares; 2025Q1: 53,871 shares; 2025Q2: 38,385 shares; 2025Q3: 94,972 shares; 2025Q4: 9,594 shares; 2026Q1: 10,305 shares 10,305 $401K 0.02% +711 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 1,100 shares; 2025Q4: 1,901 shares; 2026Q1: 1,945 shares 1,945 $401K 0.02% +44 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,654 shares; 2026Q1: 6,189 shares 6,189 $400K 0.02% +535 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,087 shares; 2024Q4: 15,516 shares; 2025Q1: 13,851 shares; 2025Q2: 11,796 shares; 2025Q3: 3,780 shares; 2025Q4: 4,058 shares; 2026Q1: 3,050 shares 3,050 $400K 0.02% -1,008 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: 49,614 shares; 2024Q4: 69,523 shares; 2025Q1: 29,990 shares; 2025Q2: 17,144 shares; 2025Q3: 28,643 shares; 2025Q4: 13,904 shares; 2026Q1: 13,637 shares 13,637 $398K 0.02% -267 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,313 shares; 2024Q4: 10,370 shares; 2025Q1: 10,229 shares; 2025Q2: 6,608 shares; 2025Q3: 5,710 shares; 2025Q4: 8,833 shares; 2026Q1: 8,224 shares 8,224 $397K 0.02% -609 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: not reported; 2025Q4: 4,351 shares; 2026Q1: 4,219 shares 4,219 $397K 0.02% -132 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,096 shares; 2024Q4: 26,332 shares; 2025Q1: 26,332 shares; 2025Q2: 26,103 shares; 2025Q3: 25,880 shares; 2025Q4: 21,367 shares; 2026Q1: 19,217 shares 19,217 $393K 0.02% -2,150 Timeline INDA 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: 14,159 shares; 2024Q4: 15,089 shares; 2025Q1: 15,089 shares; 2025Q2: 15,803 shares; 2025Q3: 16,197 shares; 2025Q4: 11,550 shares; 2026Q1: 8,385 shares 8,385 $393K 0.02% -3,165 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 11,005 shares; 2025Q1: 23,811 shares; 2025Q2: 32,976 shares; 2025Q3: 320 shares; 2025Q4: 17,807 shares; 2026Q1: 25,682 shares 25,682 $390K 0.02% +7,875 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,708 shares; 2024Q4: 13,673 shares; 2025Q1: 10,139 shares; 2025Q2: 7,838 shares; 2025Q3: 4,844 shares; 2025Q4: 6,405 shares; 2026Q1: 6,959 shares 6,959 $389K 0.02% +554 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,596 shares 15,596 $386K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 3,889 shares; 2025Q1: 3,883 shares; 2025Q2: 2,930 shares; 2025Q3: 3,659 shares; 2025Q4: 2,204 shares; 2026Q1: 1,847 shares 1,847 $384K 0.01% -357 Timeline IWO 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: 1,412 shares; 2024Q4: 4,181 shares; 2025Q1: 1,792 shares; 2025Q2: 813 shares; 2025Q3: 603 shares; 2025Q4: 1,444 shares; 2026Q1: 1,219 shares 1,219 $383K 0.01% -225 Timeline FLCH 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: 16,732 shares; 2026Q1: 17,085 shares 17,085 $383K 0.01% +353 Timeline RYLD 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: 36,412 shares; 2024Q4: 34,053 shares; 2025Q1: 33,965 shares; 2025Q2: 35,623 shares; 2025Q3: 31,138 shares; 2025Q4: 25,467 shares; 2026Q1: 25,576 shares 25,576 $382K 0.01% +109 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,462 shares; 2025Q4: 16,911 shares; 2026Q1: 16,961 shares 16,961 $381K 0.01% +50 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,524 shares; 2026Q1: 32,445 shares 32,445 $378K 0.01% +11,921 Timeline QMMY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,701 shares; 2025Q4: 15,206 shares; 2026Q1: 15,206 shares 15,206 $378K 0.01% 0 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,986 shares; 2026Q1: 8,955 shares 8,955 $377K 0.01% -31 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,733 shares; 2024Q4: 24,318 shares; 2025Q1: 24,338 shares; 2025Q2: 16,940 shares; 2025Q3: 19,073 shares; 2025Q4: 8,064 shares; 2026Q1: 8,018 shares 8,018 $377K 0.01% -46 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,763 shares; 2024Q4: 4,398 shares; 2025Q1: 4,492 shares; 2025Q2: 3,423 shares; 2025Q3: 2,852 shares; 2025Q4: 1,439 shares; 2026Q1: 1,552 shares 1,552 $377K 0.01% +113 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,302 shares; 2024Q4: 23,304 shares; 2025Q1: 20,669 shares; 2025Q2: 12,620 shares; 2025Q3: 5,605 shares; 2025Q4: 4,670 shares; 2026Q1: 7,511 shares 7,511 $376K 0.01% +2,841 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356 shares; 2025Q3: 235 shares; 2025Q4: 1,431 shares; 2026Q1: 1,411 shares 1,411 $375K 0.01% -20 Timeline INGR INGREDION INC More: the full row for INGREDION 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: 293 shares; 2025Q3: 102 shares; 2025Q4: 3,344 shares; 2026Q1: 3,321 shares 3,321 $374K 0.01% -23 Timeline SPBO 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: 36,310 shares; 2024Q4: 42,091 shares; 2025Q1: 50,876 shares; 2025Q2: 53,652 shares; 2025Q3: 148 shares; 2025Q4: 9,768 shares; 2026Q1: 12,826 shares 12,826 $372K 0.01% +3,058 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,285 shares; 2024Q4: 18,066 shares; 2025Q1: 13,990 shares; 2025Q2: 11,389 shares; 2025Q3: 3,442 shares; 2025Q4: not reported; 2026Q1: 6,326 shares 6,326 $372K 0.01% new Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,580 shares; 2024Q4: 33,303 shares; 2025Q1: 33,303 shares; 2025Q2: 38,109 shares; 2025Q3: 38,109 shares; 2025Q4: 33,246 shares; 2026Q1: 33,246 shares 33,246 $371K 0.01% 0 Timeline RWL 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: 50,250 shares; 2024Q4: 61,664 shares; 2025Q1: 57,795 shares; 2025Q2: 39,136 shares; 2025Q3: 5,417 shares; 2025Q4: not reported; 2026Q1: 3,204 shares 3,204 $368K 0.01% new Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS 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: 10,744 shares 10,744 $367K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,531 shares; 2024Q4: 21,043 shares; 2025Q1: 15,452 shares; 2025Q2: 13,712 shares; 2025Q3: 143 shares; 2025Q4: 6,099 shares; 2026Q1: 7,714 shares 7,714 $366K 0.01% +1,615 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,438 shares; 2024Q4: 10,158 shares; 2025Q1: 9,840 shares; 2025Q2: 8,405 shares; 2025Q3: 3,271 shares; 2025Q4: 4,875 shares; 2026Q1: 2,391 shares 2,391 $365K 0.01% -2,484 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,687 shares; 2025Q3: 3,416 shares; 2025Q4: 10,238 shares; 2026Q1: 10,159 shares 10,159 $365K 0.01% -79 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: 32,924 shares; 2024Q4: 32,924 shares; 2025Q1: 32,281 shares; 2025Q2: 19,853 shares; 2025Q3: 24,713 shares; 2025Q4: 26,426 shares; 2026Q1: 25,269 shares 25,269 $364K 0.01% -1,157 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,135 shares; 2024Q4: 2,047 shares; 2025Q1: 2,043 shares; 2025Q2: 1,014 shares; 2025Q3: 348 shares; 2025Q4: 1,496 shares; 2026Q1: 1,242 shares 1,242 $363K 0.01% -254 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,720 shares; 2025Q2: 9,802 shares; 2025Q3: not reported; 2025Q4: 3,921 shares; 2026Q1: 3,081 shares 3,081 $362K 0.01% -840 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,939 shares; 2024Q4: 22,427 shares; 2025Q1: 20,761 shares; 2025Q2: 16,602 shares; 2025Q3: 7,079 shares; 2025Q4: 4,187 shares; 2026Q1: 4,043 shares 4,043 $362K 0.01% -144 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: 9,212 shares; 2024Q4: 6,978 shares; 2025Q1: 6,988 shares; 2025Q2: 6,511 shares; 2025Q3: 3,408 shares; 2025Q4: 3,705 shares; 2026Q1: 3,731 shares 3,731 $361K 0.01% +26 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,382 shares; 2025Q1: 2,061 shares; 2025Q2: 1,036 shares; 2025Q3: 426 shares; 2025Q4: 3,041 shares; 2026Q1: 3,050 shares 3,050 $361K 0.01% +9 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,130 shares; 2025Q1: 1,147 shares; 2025Q2: 1,006 shares; 2025Q3: 830 shares; 2025Q4: 1,152 shares; 2026Q1: 1,129 shares 1,129 $359K 0.01% -23 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 12,581 shares; 2025Q1: 13,512 shares; 2025Q2: 11,990 shares; 2025Q3: 11,738 shares; 2025Q4: 7,804 shares; 2026Q1: 7,613 shares 7,613 $359K 0.01% -191 Timeline BRC BRADY CORP More: the full row for BRADY 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: 17 shares; 2025Q3: not reported; 2025Q4: 4,422 shares; 2026Q1: 4,415 shares 4,415 $359K 0.01% -7 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,100 shares; 2024Q4: 15,826 shares; 2025Q1: 15,322 shares; 2025Q2: 11,651 shares; 2025Q3: 4,365 shares; 2025Q4: 6,068 shares; 2026Q1: 5,275 shares 5,275 $358K 0.01% -793 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 8,739 shares; 2025Q1: 4,313 shares; 2025Q2: 1,897 shares; 2025Q3: 7,751 shares; 2025Q4: 2,345 shares; 2026Q1: 1,837 shares 1,837 $357K 0.01% -508 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 1,775 shares; 2025Q4: not reported; 2026Q1: 1,257 shares 1,257 $357K 0.01% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 9,588 shares; 2026Q1: 9,433 shares 9,433 $356K 0.01% -155 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,063 shares 7,063 $356K 0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: 600 shares; 2025Q4: 1,845 shares; 2026Q1: 1,728 shares 1,728 $356K 0.01% -117 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,361 shares; 2025Q3: 812 shares; 2025Q4: 4,093 shares; 2026Q1: 3,788 shares 3,788 $353K 0.01% -305 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,112 shares; 2024Q4: 17,112 shares; 2025Q1: 17,112 shares; 2025Q2: 18,038 shares; 2025Q3: 17,354 shares; 2025Q4: 8,907 shares; 2026Q1: 8,857 shares 8,857 $352K 0.01% -50 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,635 shares; 2024Q4: 4,983 shares; 2025Q1: 4,987 shares; 2025Q2: 3,569 shares; 2025Q3: 2,541 shares; 2025Q4: 1,931 shares; 2026Q1: 1,932 shares 1,932 $352K 0.01% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,847 shares; 2024Q4: 3,744 shares; 2025Q1: 6,497 shares; 2025Q2: 4,486 shares; 2025Q3: 2,009 shares; 2025Q4: 1,447 shares; 2026Q1: 984 shares 984 $352K 0.01% -463 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,779 shares; 2024Q4: 15,261 shares; 2025Q1: 12,279 shares; 2025Q2: 9,821 shares; 2025Q3: 6,830 shares; 2025Q4: 6,071 shares; 2026Q1: 6,663 shares 6,663 $352K 0.01% +592 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,756 shares; 2024Q4: 12,930 shares; 2025Q1: 12,381 shares; 2025Q2: 8,225 shares; 2025Q3: 6,884 shares; 2025Q4: 7,257 shares; 2026Q1: 7,797 shares 7,797 $350K 0.01% +540 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 3,897 shares; 2025Q1: 3,884 shares; 2025Q2: 3,049 shares; 2025Q3: 2,914 shares; 2025Q4: 2,706 shares; 2026Q1: 2,407 shares 2,407 $348K 0.01% -299 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,495 shares; 2025Q3: 21,692 shares; 2025Q4: 5,359 shares; 2026Q1: 5,509 shares 5,509 $348K 0.01% +150 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,248 shares; 2026Q1: 10,248 shares 10,248 $347K 0.01% 0 Timeline NOVM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,550 shares; 2026Q1: 10,550 shares 10,550 $345K 0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 351 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,853 shares 10,853 $344K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 773 shares; 2025Q3: 600 shares; 2025Q4: 1,476 shares; 2026Q1: 1,654 shares 1,654 $344K 0.01% +178 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,514 shares; 2025Q3: 7,296 shares; 2025Q4: 3,736 shares; 2026Q1: 4,441 shares 4,441 $338K 0.01% +705 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 521 shares; 2025Q4: 14,455 shares; 2026Q1: 12,831 shares 12,831 $337K 0.01% -1,624 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,892 shares; 2026Q1: 5,776 shares 5,776 $336K 0.01% -116 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,971 shares; 2025Q3: 5,659 shares; 2025Q4: 5,336 shares; 2026Q1: 7,115 shares 7,115 $335K 0.01% +1,779 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 638 shares; 2025Q4: 8,629 shares; 2026Q1: 8,629 shares 8,629 $334K 0.01% 0 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,141 shares; 2025Q3: 1,283 shares; 2025Q4: 12,986 shares; 2026Q1: 10,729 shares 10,729 $333K 0.01% -2,257 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: 15,920 shares 15,920 $330K 0.01% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,649 shares; 2025Q1: 3,761 shares; 2025Q2: 2,876 shares; 2025Q3: 5,482 shares; 2025Q4: 5,058 shares; 2026Q1: 3,505 shares 3,505 $330K 0.01% -1,553 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 8,100 shares; 2026Q1: 10,383 shares 10,383 $330K 0.01% +2,283 Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 570 shares; 2025Q3: not reported; 2025Q4: 23,310 shares; 2026Q1: 7,411 shares 7,411 $329K 0.01% -15,899 Timeline IWN 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: 1,368 shares; 2024Q4: 5,740 shares; 2025Q1: 1,850 shares; 2025Q2: 1,961 shares; 2025Q3: 1,148 shares; 2025Q4: 2,204 shares; 2026Q1: 1,731 shares 1,731 $328K 0.01% -473 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: not reported; 2025Q4: 21,709 shares; 2026Q1: 15,130 shares 15,130 $328K 0.01% -6,579 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,381 shares; 2024Q4: 32,960 shares; 2025Q1: 32,960 shares; 2025Q2: 20,260 shares; 2025Q3: 31,254 shares; 2025Q4: 32,310 shares; 2026Q1: 29,881 shares 29,881 $327K 0.01% -2,429 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,329 shares; 2024Q4: 49,880 shares; 2025Q1: 58,346 shares; 2025Q2: 37,403 shares; 2025Q3: not reported; 2025Q4: 11,860 shares; 2026Q1: 12,443 shares 12,443 $327K 0.01% +583 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 96 shares; 2025Q4: 2,598 shares; 2026Q1: 3,116 shares 3,116 $326K 0.01% +518 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 15,853 shares; 2025Q1: 16,099 shares; 2025Q2: 9,999 shares; 2025Q3: 15,853 shares; 2025Q4: 7,642 shares; 2026Q1: 7,642 shares 7,642 $325K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,046 shares; 2025Q1: 783 shares; 2025Q2: 3,173 shares; 2025Q3: 824 shares; 2025Q4: 394 shares; 2026Q1: 816 shares 816 $325K 0.01% +422 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 1,826 shares; 2025Q4: 2,825 shares; 2026Q1: 3,825 shares 3,825 $325K 0.01% +1,000 Timeline MEMX MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,116 shares; 2024Q4: 10,950 shares; 2025Q1: 10,950 shares; 2025Q2: 11,280 shares; 2025Q3: 11,793 shares; 2025Q4: 5,638 shares; 2026Q1: 8,088 shares 8,088 $322K 0.01% +2,450 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,512 shares; 2025Q3: 37,557 shares; 2025Q4: 31,521 shares; 2026Q1: 32,096 shares 32,096 $322K 0.01% +575 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,185 shares; 2025Q1: 2,263 shares; 2025Q2: 2,565 shares; 2025Q3: 1,926 shares; 2025Q4: 1,679 shares; 2026Q1: 1,897 shares 1,897 $321K 0.01% +218 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,298 shares; 2024Q4: 14,860 shares; 2025Q1: 13,789 shares; 2025Q2: 7,010 shares; 2025Q3: 7,812 shares; 2025Q4: 9,728 shares; 2026Q1: 9,728 shares 9,728 $321K 0.01% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,799 shares; 2024Q4: 9,724 shares; 2025Q1: 11,499 shares; 2025Q2: 11,450 shares; 2025Q3: 1,836 shares; 2025Q4: 4,472 shares; 2026Q1: 4,295 shares 4,295 $320K 0.01% -177 Timeline PSMJ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,300 shares; 2025Q1: 13,300 shares; 2025Q2: 800 shares; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $318K 0.01% 0 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: 47,052 shares; 2024Q4: 50,176 shares; 2025Q1: 50,176 shares; 2025Q2: 54,151 shares; 2025Q3: 57,800 shares; 2025Q4: 42,211 shares; 2026Q1: 42,211 shares 42,211 $318K 0.01% 0 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,039 shares; 2025Q4: 8,912 shares; 2026Q1: 8,920 shares 8,920 $317K 0.01% +8 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: 75,357 shares; 2024Q4: 78,400 shares; 2025Q1: 177,468 shares; 2025Q2: 3,656 shares; 2025Q3: 3,131 shares; 2025Q4: 7,602 shares; 2026Q1: 12,066 shares 12,066 $316K 0.01% +4,464 Timeline XMLV 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: 24,564 shares; 2024Q4: 13,331 shares; 2025Q1: 13,363 shares; 2025Q2: 10,110 shares; 2025Q3: 10,326 shares; 2025Q4: 5,038 shares; 2026Q1: 5,005 shares 5,005 $315K 0.01% -33 Timeline IGBH 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: 25,738 shares; 2024Q4: 33,529 shares; 2025Q1: 39,404 shares; 2025Q2: 35,051 shares; 2025Q3: 854 shares; 2025Q4: 13,937 shares; 2026Q1: 13,019 shares 13,019 $315K 0.01% -918 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 494 shares 494 $314K 0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,589 shares; 2025Q1: 2,589 shares; 2025Q2: 2,591 shares; 2025Q3: 2,490 shares; 2025Q4: 2,135 shares; 2026Q1: 2,132 shares 2,132 $314K 0.01% -3 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,372 shares; 2025Q3: 3,609 shares; 2025Q4: 28,366 shares; 2026Q1: 27,722 shares 27,722 $313K 0.01% -644 Timeline XUDV 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: 11,109 shares; 2026Q1: 11,076 shares 11,076 $313K 0.01% -33 Timeline BOND 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: 7,292 shares; 2024Q4: 7,747 shares; 2025Q1: 9,708 shares; 2025Q2: 7,531 shares; 2025Q3: 2,237 shares; 2025Q4: 3,498 shares; 2026Q1: 3,387 shares 3,387 $313K 0.01% -111 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,783 shares; 2024Q4: 73,227 shares; 2025Q1: 74,695 shares; 2025Q2: 38,172 shares; 2025Q3: 61,303 shares; 2025Q4: 16,736 shares; 2026Q1: 16,176 shares 16,176 $312K 0.01% -560 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,177 shares; 2025Q2: 8 shares; 2025Q3: 1,170 shares; 2025Q4: 2,462 shares; 2026Q1: 1,418 shares 1,418 $309K 0.01% -1,044 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: 7,492 shares; 2024Q4: 8,559 shares; 2025Q1: 7,993 shares; 2025Q2: 8,003 shares; 2025Q3: 584 shares; 2025Q4: 4,645 shares; 2026Q1: 4,408 shares 4,408 $309K 0.01% -237 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 81 shares; 2025Q4: not reported; 2026Q1: 7,797 shares 7,797 $308K 0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,448 shares; 2025Q1: 1,430 shares; 2025Q2: 473 shares; 2025Q3: 60 shares; 2025Q4: not reported; 2026Q1: 3,045 shares 3,045 $305K 0.01% new Timeline SEEM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,669 shares; 2026Q1: 9,279 shares 9,279 $304K 0.01% -390 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,408 shares; 2025Q1: 5,388 shares; 2025Q2: 2,145 shares; 2025Q3: 2,697 shares; 2025Q4: 1,830 shares; 2026Q1: 1,844 shares 1,844 $303K 0.01% +14 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 624 shares; 2025Q4: 1,212 shares; 2026Q1: 1,731 shares 1,731 $302K 0.01% +519 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: 10,695 shares; 2026Q1: 10,438 shares 10,438 $301K 0.01% -257 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,001 shares; 2025Q1: 16,001 shares; 2025Q2: 4,046 shares; 2025Q3: 16,220 shares; 2025Q4: 16,254 shares; 2026Q1: 15,772 shares 15,772 $300K 0.01% -482 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95 shares; 2025Q3: 44 shares; 2025Q4: 845 shares; 2026Q1: 825 shares 825 $300K 0.01% -20 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,533 shares; 2025Q4: 6,025 shares; 2026Q1: 6,020 shares 6,020 $299K 0.01% -5 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 5,307 shares; 2026Q1: 2,844 shares 2,844 $299K 0.01% -2,463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 205 shares; 2025Q4: 6,511 shares; 2026Q1: 7,996 shares 7,996 $298K 0.01% +1,485 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,427 shares; 2024Q4: 15,427 shares; 2025Q1: 15,427 shares; 2025Q2: 7,165 shares; 2025Q3: 11,921 shares; 2025Q4: 6,768 shares; 2026Q1: 6,768 shares 6,768 $298K 0.01% 0 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,750 shares 11,750 $298K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 329 shares; 2025Q4: 1,073 shares; 2026Q1: 945 shares 945 $297K 0.01% -128 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: not reported; 2025Q1: not reported; 2025Q2: 429 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,228 shares 2,228 $297K 0.01% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 408 shares; 2025Q4: 3,039 shares; 2026Q1: 2,780 shares 2,780 $297K 0.01% -259 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,592 shares; 2026Q1: 12,227 shares 12,227 $296K 0.01% +3,635 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,109 shares; 2025Q3: 148 shares; 2025Q4: 3,310 shares; 2026Q1: 4,332 shares 4,332 $296K 0.01% +1,022 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 853 shares; 2025Q3: 724 shares; 2025Q4: 16,094 shares; 2026Q1: 26,638 shares 26,638 $296K 0.01% +10,544 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 4,742 shares; 2025Q1: 4,751 shares; 2025Q2: 4,544 shares; 2025Q3: 2,907 shares; 2025Q4: 2,672 shares; 2026Q1: 2,436 shares 2,436 $295K 0.01% -236 Timeline SEIS SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,730 shares; 2026Q1: 10,662 shares 10,662 $295K 0.01% -68 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 335 shares; 2025Q4: 1,341 shares; 2026Q1: 2,045 shares 2,045 $292K 0.01% +704 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 214 shares; 2025Q3: 143 shares; 2025Q4: 1,121 shares; 2026Q1: 1,050 shares 1,050 $292K 0.01% -71 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: 13,116 shares; 2024Q4: 14,384 shares; 2025Q1: 14,386 shares; 2025Q2: 10,747 shares; 2025Q3: 9,323 shares; 2025Q4: 6,189 shares; 2026Q1: 4,724 shares 4,724 $291K 0.01% -1,465 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,818 shares; 2026Q1: 5,828 shares 5,828 $290K 0.01% +10 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: 20,000 shares; 2025Q4: 22,615 shares; 2026Q1: 20,182 shares 20,182 $290K 0.01% -2,433 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,174 shares; 2025Q4: 3,304 shares; 2026Q1: 3,210 shares 3,210 $289K 0.01% -94 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,829 shares; 2024Q4: 40,969 shares; 2025Q1: 39,820 shares; 2025Q2: 13,284 shares; 2025Q3: 32,855 shares; 2025Q4: 9,317 shares; 2026Q1: 9,538 shares 9,538 $289K 0.01% +221 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 3,202 shares; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,017 shares 3,017 $289K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 1,954 shares; 2025Q4: 2,679 shares; 2026Q1: 2,436 shares 2,436 $289K 0.01% -243 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,989 shares; 2024Q4: 15,592 shares; 2025Q1: 15,592 shares; 2025Q2: 13,640 shares; 2025Q3: 13,054 shares; 2025Q4: 7,057 shares; 2026Q1: 6,410 shares 6,410 $288K 0.01% -647 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 185 shares; 2025Q4: 1,043 shares; 2026Q1: 1,357 shares 1,357 $287K 0.01% +314 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 421 shares; 2025Q4: 1,879 shares; 2026Q1: 1,773 shares 1,773 $287K 0.01% -106 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,077 shares; 2024Q4: 5,435 shares; 2025Q1: 5,435 shares; 2025Q2: 5,194 shares; 2025Q3: 5,017 shares; 2025Q4: 2,753 shares; 2026Q1: 2,562 shares 2,562 $287K 0.01% -191 Timeline PTNQ 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: 39,918 shares; 2024Q4: 44,443 shares; 2025Q1: 46,337 shares; 2025Q2: 40,088 shares; 2025Q3: 2,373 shares; 2025Q4: 3,929 shares; 2026Q1: 3,929 shares 3,929 $287K 0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,667 shares 1,667 $286K 0.01% new Timeline IWB 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: 696 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 617 shares; 2025Q3: 682 shares; 2025Q4: 810 shares; 2026Q1: 798 shares 798 $284K 0.01% -12 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,750 shares; 2024Q4: 144,890 shares; 2025Q1: 144,890 shares; 2025Q2: 144,890 shares; 2025Q3: 146,170 shares; 2025Q4: 96,571 shares; 2026Q1: 96,571 shares 96,571 $284K 0.01% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,584 shares; 2025Q1: 3,250 shares; 2025Q2: 3,433 shares; 2025Q3: 686 shares; 2025Q4: 3,641 shares; 2026Q1: 3,624 shares 3,624 $283K 0.01% -17 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,944 shares; 2026Q1: 3,215 shares 3,215 $282K 0.01% -729 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,238 shares; 2024Q4: 54,122 shares; 2025Q1: 53,458 shares; 2025Q2: 35,690 shares; 2025Q3: 39,478 shares; 2025Q4: 9,366 shares; 2026Q1: 12,611 shares 12,611 $282K 0.01% +3,245 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,289 shares 9,289 $282K 0.01% new Timeline FAN 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: 254,654 shares; 2024Q4: 113,673 shares; 2025Q1: 58,222 shares; 2025Q2: 16,596 shares; 2025Q3: not reported; 2025Q4: 11,647 shares; 2026Q1: 11,327 shares 11,327 $280K 0.01% -320 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,695 shares; 2026Q1: 3,299 shares 3,299 $279K 0.01% -396 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: 31,446 shares; 2024Q4: 11,955 shares; 2025Q1: 8,301 shares; 2025Q2: 4,485 shares; 2025Q3: 3,448 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $278K 0.01% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: not reported; 2025Q4: 2,349 shares; 2026Q1: 2,366 shares 2,366 $277K 0.01% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 7,517 shares; 2026Q1: 7,176 shares 7,176 $277K 0.01% -341 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,065 shares; 2026Q1: 5,508 shares 5,508 $274K 0.01% +443 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,670 shares; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: not reported; 2025Q4: 2,241 shares; 2026Q1: 1,828 shares 1,828 $273K 0.01% -413 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: not reported; 2025Q4: 4,418 shares; 2026Q1: 4,260 shares 4,260 $273K 0.01% -158 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 8,303 shares; 2025Q1: 8,318 shares; 2025Q2: 8,549 shares; 2025Q3: 1,503 shares; 2025Q4: 3,331 shares; 2026Q1: 2,829 shares 2,829 $273K 0.01% -502 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,331 shares 8,331 $273K 0.01% new Timeline DBAW 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: 6,785 shares; 2024Q4: 19,180 shares; 2025Q1: 19,180 shares; 2025Q2: 19,532 shares; 2025Q3: 32,429 shares; 2025Q4: 6,313 shares; 2026Q1: 6,313 shares 6,313 $270K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,020 shares; 2025Q1: not reported; 2025Q2: 236 shares; 2025Q3: 225 shares; 2025Q4: 3,420 shares; 2026Q1: 3,420 shares 3,420 $269K 0.01% 0 Timeline BUFB 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: 7,486 shares; 2025Q2: 2,412 shares; 2025Q3: not reported; 2025Q4: 7,486 shares; 2026Q1: 7,486 shares 7,486 $269K 0.01% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,858 shares; 2024Q4: 173,753 shares; 2025Q1: 101,675 shares; 2025Q2: 40,612 shares; 2025Q3: not reported; 2025Q4: 7,880 shares; 2026Q1: 5,881 shares 5,881 $268K 0.01% -1,999 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 4,189 shares; 2026Q1: 4,036 shares 4,036 $267K 0.01% -153 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,202 shares; 2025Q4: not reported; 2026Q1: 3,444 shares 3,444 $267K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,513 shares; 2025Q3: 682 shares; 2025Q4: 13,378 shares; 2026Q1: 12,878 shares 12,878 $267K 0.01% -500 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463 shares; 2024Q4: 635 shares; 2025Q1: 682 shares; 2025Q2: 360 shares; 2025Q3: 474 shares; 2025Q4: 424 shares; 2026Q1: 452 shares 452 $266K 0.01% +28 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,046 shares; 2024Q4: 82,198 shares; 2025Q1: 83,621 shares; 2025Q2: 22,274 shares; 2025Q3: 2,114 shares; 2025Q4: 3,138 shares; 2026Q1: 3,012 shares 3,012 $265K 0.01% -126 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,282 shares; 2026Q1: 1,806 shares 1,806 $264K 0.01% +524 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,101 shares; 2025Q2: 3,603 shares; 2025Q3: 1,971 shares; 2025Q4: 3,050 shares; 2026Q1: 3,423 shares 3,423 $264K 0.01% +373 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,247 shares; 2024Q4: 27,065 shares; 2025Q1: 27,065 shares; 2025Q2: 43,210 shares; 2025Q3: 42,210 shares; 2025Q4: 41,110 shares; 2026Q1: 38,224 shares 38,224 $263K 0.01% -2,886 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 30,991 shares 30,991 $263K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 110 shares; 2025Q3: 107 shares; 2025Q4: 3,508 shares; 2026Q1: 3,027 shares 3,027 $263K 0.01% -481 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 6,104 shares; 2025Q1: 10,558 shares; 2025Q2: 3,959 shares; 2025Q3: 7,149 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $262K 0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 410 shares; 2025Q3: 69 shares; 2025Q4: not reported; 2026Q1: 359 shares 359 $261K 0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 5,989 shares; 2026Q1: 4,872 shares 4,872 $261K 0.01% -1,117 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,512 shares; 2025Q1: 4,512 shares; 2025Q2: 705 shares; 2025Q3: 4,914 shares; 2025Q4: 2,889 shares; 2026Q1: 2,893 shares 2,893 $258K 0.01% +4 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,906 shares; 2026Q1: 5,860 shares 5,860 $258K 0.01% -46 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,214 shares; 2024Q4: 17,404 shares; 2025Q1: 17,404 shares; 2025Q2: not reported; 2025Q3: 7,270 shares; 2025Q4: not reported; 2026Q1: 10,754 shares 10,754 $257K 0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 133 shares; 2025Q3: not reported; 2025Q4: 8,762 shares; 2026Q1: 8,391 shares 8,391 $256K 0.01% -371 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,129 shares; 2025Q3: 1,132 shares; 2025Q4: not reported; 2026Q1: 7,048 shares 7,048 $256K 0.01% new 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: 940 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: 2,738 shares; 2026Q1: 1,426 shares 1,426 $255K 0.01% -1,312 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,212 shares; 2026Q1: 7,887 shares 7,887 $255K 0.01% -325 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 2,069 shares 2,069 $254K 0.01% -6 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,915 shares; 2025Q1: 3,913 shares; 2025Q2: 1,461 shares; 2025Q3: 2,465 shares; 2025Q4: 3,703 shares; 2026Q1: 3,586 shares 3,586 $254K 0.01% -117 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,963 shares; 2025Q3: 951 shares; 2025Q4: 1,903 shares; 2026Q1: 1,906 shares 1,906 $254K 0.01% +3 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 328 shares; 2025Q4: 1,315 shares; 2026Q1: 1,213 shares 1,213 $254K 0.01% -102 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3,463 shares; 2025Q1: 3,882 shares; 2025Q2: 4,534 shares; 2025Q3: 1,762 shares; 2025Q4: 3,079 shares; 2026Q1: 3,084 shares 3,084 $253K 0.01% +5 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 9,233 shares; 2026Q1: 11,359 shares 11,359 $252K 0.01% +2,126 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 265 shares; 2025Q3: not reported; 2025Q4: 13,974 shares; 2026Q1: 12,704 shares 12,704 $251K 0.01% -1,270 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,205 shares; 2025Q1: 4,205 shares; 2025Q2: 1,879 shares; 2025Q3: 474 shares; 2025Q4: 4,152 shares; 2026Q1: 4,153 shares 4,153 $250K 0.01% +1 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 879 shares; 2025Q3: 385 shares; 2025Q4: 2,453 shares; 2026Q1: 1,338 shares 1,338 $250K 0.01% -1,115 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,287 shares; 2024Q4: 12,595 shares; 2025Q1: 12,605 shares; 2025Q2: 11,810 shares; 2025Q3: 8,692 shares; 2025Q4: 4,886 shares; 2026Q1: 5,017 shares 5,017 $249K 0.01% +131 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: 8,560 shares 8,560 $249K 0.01% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 781 shares; 2025Q3: 346 shares; 2025Q4: not reported; 2026Q1: 3,212 shares 3,212 $249K 0.01% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,429 shares 1,429 $248K 0.01% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,087 shares 6,087 $248K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,417 shares; 2025Q3: 563 shares; 2025Q4: not reported; 2026Q1: 1,815 shares 1,815 $247K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,901 shares; 2025Q3: 5,356 shares; 2025Q4: 12,863 shares; 2026Q1: 13,415 shares 13,415 $247K 0.01% +552 Timeline ISMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,975 shares 8,975 $245K 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares 509 $244K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares 803 $244K 0.01% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 765 shares 765 $244K 0.01% new Timeline BKLN 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: 26,929 shares; 2024Q4: 27,122 shares; 2025Q1: 28,911 shares; 2025Q2: 29,620 shares; 2025Q3: 2,835 shares; 2025Q4: 22,441 shares; 2026Q1: 11,922 shares 11,922 $243K 0.01% -10,519 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,537 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 6,067 shares; 2026Q1: 6,067 shares 6,067 $243K 0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 4,264 shares; 2025Q1: 4,291 shares; 2025Q2: 4,538 shares; 2025Q3: 3,734 shares; 2025Q4: 3,066 shares; 2026Q1: 2,850 shares 2,850 $243K 0.01% -216 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: 2,613 shares; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 1,906 shares; 2025Q3: 2,299 shares; 2025Q4: 1,801 shares; 2026Q1: 1,779 shares 1,779 $241K 0.01% -22 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,000 shares; 2025Q1: 19,778 shares; 2025Q2: not reported; 2025Q3: 26,500 shares; 2025Q4: 9,158 shares; 2026Q1: 7,501 shares 7,501 $240K 0.01% -1,657 Timeline DFAS 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: 3,697 shares; 2024Q4: 5,096 shares; 2025Q1: 5,072 shares; 2025Q2: 5,766 shares; 2025Q3: 2,078 shares; 2025Q4: 3,177 shares; 2026Q1: 3,378 shares 3,378 $240K 0.01% +201 Timeline HDV 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: 4,775 shares; 2024Q4: 4,603 shares; 2025Q1: 5,051 shares; 2025Q2: 4,786 shares; 2025Q3: 3,553 shares; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $240K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 819 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,303 shares 11,303 $239K 0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,166 shares; 2025Q3: 7,475 shares; 2025Q4: not reported; 2026Q1: 4,955 shares 4,955 $239K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 296 shares; 2025Q3: 105 shares; 2025Q4: 500 shares; 2026Q1: 603 shares 603 $239K 0.01% +103 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,508 shares 6,508 $239K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: 5,401 shares; 2026Q1: 4,965 shares 4,965 $238K 0.01% -436 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 715 shares; 2025Q1: 716 shares; 2025Q2: 686 shares; 2025Q3: 218 shares; 2025Q4: 971 shares; 2026Q1: 815 shares 815 $237K 0.01% -156 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 581 shares; 2025Q1: not reported; 2025Q2: 613 shares; 2025Q3: not reported; 2025Q4: 476 shares; 2026Q1: 481 shares 481 $236K 0.01% +5 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,022 shares; 2024Q4: 27,031 shares; 2025Q1: 23,656 shares; 2025Q2: 18,877 shares; 2025Q3: 1,263 shares; 2025Q4: 4,087 shares; 2026Q1: 3,252 shares 3,252 $235K 0.01% -835 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,747 shares; 2025Q3: 188 shares; 2025Q4: not reported; 2026Q1: 1,479 shares 1,479 $235K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 241 shares; 2025Q3: 260 shares; 2025Q4: 527 shares; 2026Q1: 484 shares 484 $235K 0.01% -43 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 4,903 shares; 2025Q1: 5,413 shares; 2025Q2: 6,357 shares; 2025Q3: 2,784 shares; 2025Q4: 4,952 shares; 2026Q1: 4,063 shares 4,063 $234K 0.01% -889 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: not reported; 2026Q1: 2,411 shares 2,411 $234K 0.01% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 649 shares; 2025Q3: 1,240 shares; 2025Q4: 3,869 shares; 2026Q1: 3,888 shares 3,888 $234K 0.01% +19 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,274 shares; 2025Q1: 17,728 shares; 2025Q2: 12,951 shares; 2025Q3: 9,815 shares; 2025Q4: 7,680 shares; 2026Q1: 2,637 shares 2,637 $233K 0.01% -5,043 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,911 shares; 2025Q1: 11,967 shares; 2025Q2: 8,516 shares; 2025Q3: 5,416 shares; 2025Q4: 8,520 shares; 2026Q1: 8,589 shares 8,589 $231K 0.01% +69 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,689 shares; 2025Q3: 1,160 shares; 2025Q4: 5,858 shares; 2026Q1: 5,427 shares 5,427 $231K 0.01% -431 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,963 shares; 2024Q4: 15,879 shares; 2025Q1: 14,918 shares; 2025Q2: 5,589 shares; 2025Q3: 7,937 shares; 2025Q4: 13,686 shares; 2026Q1: 3,101 shares 3,101 $231K 0.01% -10,585 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,696 shares; 2024Q4: 14,111 shares; 2025Q1: 13,457 shares; 2025Q2: 10,425 shares; 2025Q3: not reported; 2025Q4: 7,151 shares; 2026Q1: 6,290 shares 6,290 $231K 0.01% -861 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: 30,742 shares; 2024Q4: 29,883 shares; 2025Q1: 29,883 shares; 2025Q2: 20,919 shares; 2025Q3: 29,639 shares; 2025Q4: 26,634 shares; 2026Q1: 26,680 shares 26,680 $230K 0.01% +46 Timeline SMHX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,317 shares; 2026Q1: 6,178 shares 6,178 $230K 0.01% +861 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 530 shares; 2025Q4: 3,070 shares; 2026Q1: 3,223 shares 3,223 $230K 0.01% +153 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 184 shares; 2025Q3: not reported; 2025Q4: 7,553 shares; 2026Q1: 6,281 shares 6,281 $230K 0.01% -1,272 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,234 shares; 2025Q3: not reported; 2025Q4: 9,351 shares; 2026Q1: 4,925 shares 4,925 $229K 0.01% -4,426 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: 9,685 shares; 2024Q4: 9,355 shares; 2025Q1: 8,910 shares; 2025Q2: 2,960 shares; 2025Q3: 4,640 shares; 2025Q4: 4,890 shares; 2026Q1: 4,890 shares 4,890 $229K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,999 shares; 2024Q4: 3,854 shares; 2025Q1: 3,903 shares; 2025Q2: 3,234 shares; 2025Q3: 715 shares; 2025Q4: 2,621 shares; 2026Q1: 2,847 shares 2,847 $228K 0.01% +226 Timeline TCAF 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: 10,548 shares; 2024Q4: 26,527 shares; 2025Q1: 11,471 shares; 2025Q2: 4,945 shares; 2025Q3: 4,006 shares; 2025Q4: 6,358 shares; 2026Q1: 6,358 shares 6,358 $226K 0.01% 0 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,501 shares; 2025Q3: 2,191 shares; 2025Q4: not reported; 2026Q1: 6,317 shares 6,317 $226K 0.01% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 4,599 shares; 2026Q1: 3,558 shares 3,558 $225K 0.01% -1,041 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,009 shares; 2024Q4: 5,070 shares; 2025Q1: 5,074 shares; 2025Q2: 3,868 shares; 2025Q3: 5,004 shares; 2025Q4: 3,406 shares; 2026Q1: 3,406 shares 3,406 $225K 0.01% 0 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: 2,962 shares; 2024Q4: 3,500 shares; 2025Q1: 3,503 shares; 2025Q2: 4,312 shares; 2025Q3: 4,365 shares; 2025Q4: 1,434 shares; 2026Q1: 1,305 shares 1,305 $225K 0.01% -129 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,427 shares; 2024Q4: 13,830 shares; 2025Q1: 22,698 shares; 2025Q2: 4,294 shares; 2025Q3: 10,126 shares; 2025Q4: 3,612 shares; 2026Q1: 1,575 shares 1,575 $224K 0.01% -2,037 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 356 shares; 2025Q3: 40 shares; 2025Q4: 2,138 shares; 2026Q1: 2,040 shares 2,040 $224K 0.01% -98 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: 9,453 shares; 2024Q4: 9,775 shares; 2025Q1: 9,837 shares; 2025Q2: 6,079 shares; 2025Q3: 4,714 shares; 2025Q4: not reported; 2026Q1: 4,448 shares 4,448 $224K 0.01% new Timeline MDIV 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: 129,961 shares; 2024Q4: 50,760 shares; 2025Q1: 22,940 shares; 2025Q2: 22,208 shares; 2025Q3: 22,385 shares; 2025Q4: 13,726 shares; 2026Q1: 13,843 shares 13,843 $224K 0.01% +117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107 shares; 2025Q3: 100 shares; 2025Q4: 1,749 shares; 2026Q1: 797 shares 797 $223K 0.01% -952 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,321 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,321 shares; 2026Q1: 5,321 shares 5,321 $223K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,855 shares; 2025Q3: 1,834 shares; 2025Q4: not reported; 2026Q1: 2,446 shares 2,446 $223K 0.01% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,624 shares; 2025Q3: 1,624 shares; 2025Q4: not reported; 2026Q1: 6,238 shares 6,238 $221K 0.01% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,443 shares; 2024Q4: 47,608 shares; 2025Q1: 23,254 shares; 2025Q2: 10,733 shares; 2025Q3: not reported; 2025Q4: 4,299 shares; 2026Q1: 4,647 shares 4,647 $221K 0.01% +348 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 2,576 shares; 2025Q1: 2,838 shares; 2025Q2: 1,988 shares; 2025Q3: 2,123 shares; 2025Q4: 2,115 shares; 2026Q1: 1,112 shares 1,112 $220K 0.01% -1,003 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: not reported; 2026Q1: 2,781 shares 2,781 $220K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,810 shares; 2024Q4: 15,372 shares; 2025Q1: 14,584 shares; 2025Q2: 9,685 shares; 2025Q3: 14,957 shares; 2025Q4: 5,721 shares; 2026Q1: 3,927 shares 3,927 $219K 0.01% -1,794 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,394 shares; 2025Q3: 1,319 shares; 2025Q4: not reported; 2026Q1: 3,369 shares 3,369 $218K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,227 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,601 shares 2,601 $215K 0.01% new Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,398 shares; 2025Q3: 9,645 shares; 2025Q4: 10,242 shares; 2026Q1: 10,251 shares 10,251 $215K 0.01% +9 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,614 shares 3,614 $214K 0.01% new Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares 7,100 $212K 0.01% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 132 shares; 2025Q3: 132 shares; 2025Q4: not reported; 2026Q1: 1,960 shares 1,960 $212K 0.01% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,201 shares; 2026Q1: 3,177 shares 3,177 $211K 0.01% -24 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 21 shares; 2025Q4: 233 shares; 2026Q1: 192 shares 192 $210K 0.01% -41 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 100 shares; 2025Q4: 10,080 shares; 2026Q1: 11,237 shares 11,237 $209K 0.01% +1,157 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,505 shares; 2026Q1: 5,684 shares 5,684 $209K 0.01% -1,821 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,506 shares; 2025Q4: 5,451 shares; 2026Q1: 5,705 shares 5,705 $208K 0.01% +254 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 398 shares 398 $208K 0.01% -265 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 676 shares; 2025Q3: not reported; 2025Q4: 3,390 shares; 2026Q1: 3,350 shares 3,350 $207K 0.01% -40 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: 2,383 shares; 2024Q4: 2,384 shares; 2025Q1: 2,384 shares; 2025Q2: 1,618 shares; 2025Q3: 2,333 shares; 2025Q4: 1,610 shares; 2026Q1: 1,610 shares 1,610 $206K 0.01% 0 Timeline XIDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,679 shares 5,679 $206K 0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,162 shares; 2024Q4: 14,576 shares; 2025Q1: 14,940 shares; 2025Q2: 6,925 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,166 shares 8,166 $205K 0.01% new Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,603 shares; 2025Q4: 10,403 shares; 2026Q1: 6,667 shares 6,667 $203K 0.01% -3,736 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: 2,269 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 2,040 shares; 2025Q3: 2,022 shares; 2025Q4: 1,849 shares; 2026Q1: 1,849 shares 1,849 $203K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 376 shares; 2025Q3: not reported; 2025Q4: 984 shares; 2026Q1: 1,330 shares 1,330 $201K 0.01% +346 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 6,352 shares; 2025Q1: 6,558 shares; 2025Q2: 5,004 shares; 2025Q3: 2,802 shares; 2025Q4: 1,806 shares; 2026Q1: 1,693 shares 1,693 $201K 0.01% -113 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 6,937 shares; 2025Q1: 6,944 shares; 2025Q2: 1,664 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,305 shares 5,305 $200K 0.01% new Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,402 shares 8,402 $200K 0.01% new 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: 11,650 shares; 2024Q4: 12,194 shares; 2025Q1: 13,951 shares; 2025Q2: 5,705 shares; 2025Q3: 8,500 shares; 2025Q4: not reported; 2026Q1: 11,458 shares 11,458 $182K 0.01% new 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: 17,956 shares; 2024Q4: 20,182 shares; 2025Q1: 20,382 shares; 2025Q2: 11,806 shares; 2025Q3: 11,047 shares; 2025Q4: 10,047 shares; 2026Q1: 10,047 shares 10,047 $172K 0.01% 0 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,408 shares 5,408 $171K 0.01% new Timeline TMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,153 shares 7,153 $169K 0.01% new Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,570 shares; 2024Q4: 29,388 shares; 2025Q1: 29,922 shares; 2025Q2: 35,447 shares; 2025Q3: 26,615 shares; 2025Q4: 17,123 shares; 2026Q1: 17,253 shares 17,253 $161K 0.01% +130 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,045 shares; 2024Q4: 18,307 shares; 2025Q1: 18,525 shares; 2025Q2: 10,246 shares; 2025Q3: 16,120 shares; 2025Q4: 15,976 shares; 2026Q1: 16,068 shares 16,068 $161K 0.01% +92 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,890 shares 1,890 $147K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares 1,462 $146K 0.01% new Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,992 shares; 2024Q4: 21,135 shares; 2025Q1: 17,057 shares; 2025Q2: 17,057 shares; 2025Q3: not reported; 2025Q4: 12,157 shares; 2026Q1: 12,157 shares 12,157 $142K 0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,316 shares; 2024Q4: 29,412 shares; 2025Q1: 28,532 shares; 2025Q2: 25,687 shares; 2025Q3: 2,884 shares; 2025Q4: 12,654 shares; 2026Q1: 12,891 shares 12,891 $140K 0.01% +237 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,725 shares; 2024Q4: 20,275 shares; 2025Q1: 29,275 shares; 2025Q2: 8,559 shares; 2025Q3: 6,070 shares; 2025Q4: 24,975 shares; 2026Q1: 24,975 shares 24,975 $139K 0.01% 0 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,623 shares; 2024Q4: 55,167 shares; 2025Q1: 55,167 shares; 2025Q2: 55,255 shares; 2025Q3: 55,295 shares; 2025Q4: 24,909 shares; 2026Q1: 24,909 shares 24,909 $134K 0.01% 0 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,927 shares 3,927 $127K <0.01% new Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,546 shares; 2025Q1: 10,546 shares; 2025Q2: 10,546 shares; 2025Q3: 11,336 shares; 2025Q4: not reported; 2026Q1: 11,312 shares 11,312 $125K <0.01% new 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: 17,656 shares; 2024Q4: 17,156 shares; 2025Q1: 17,156 shares; 2025Q2: 17,156 shares; 2025Q3: 18,156 shares; 2025Q4: 14,428 shares; 2026Q1: 14,428 shares 14,428 $118K <0.01% 0 Timeline ISTM ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,801 shares 3,801 $115K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,046 shares 1,046 $104K <0.01% new 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: 2,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,436 shares 1,436 $102K <0.01% new Timeline ZTR VIRTUS TOTAL RETURN FD INC More: the full row for VIRTUS TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,961 shares; 2024Q4: 18,041 shares; 2025Q1: 18,041 shares; 2025Q2: 17,560 shares; 2025Q3: 17,880 shares; 2025Q4: 13,382 shares; 2026Q1: 14,882 shares 14,882 $98.5K <0.01% +1,500 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,489 shares; 2025Q3: 11,302 shares; 2025Q4: 10,690 shares; 2026Q1: 10,780 shares 10,780 $94.6K <0.01% +90 Timeline AUSF 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: 2,704 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: 1,843 shares 1,843 $89.1K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,471 shares; 2024Q4: 252,223 shares; 2025Q1: 232,749 shares; 2025Q2: 238,313 shares; 2025Q3: 3,959 shares; 2025Q4: 18,460 shares; 2026Q1: 16,664 shares 16,664 $77.2K <0.01% -1,796 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,990 shares; 2024Q4: 17,990 shares; 2025Q1: 17,990 shares; 2025Q2: 17,990 shares; 2025Q3: 14,120 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $75.8K <0.01% 0 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,861 shares; 2025Q3: 25,475 shares; 2025Q4: not reported; 2026Q1: 10,370 shares 10,370 $71K <0.01% new Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,556 shares; 2024Q4: 12,556 shares; 2025Q1: 12,556 shares; 2025Q2: 11,480 shares; 2025Q3: 10,880 shares; 2025Q4: not reported; 2026Q1: 10,843 shares 10,843 $51.8K <0.01% new Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 129 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 631 shares 631 $51.2K <0.01% new Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,585 shares; 2025Q3: 13,375 shares; 2025Q4: 13,650 shares; 2026Q1: 13,650 shares 13,650 $48.5K <0.01% 0 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 851 shares 851 $44.6K <0.01% new Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,398 shares 2,398 $36.9K <0.01% new Timeline LODI 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: 1,453 shares 1,453 $36.6K <0.01% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176 shares 176 $35.6K <0.01% new Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 334 shares 334 $35.2K <0.01% new Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,160 shares 3,160 $33.2K <0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,319 shares; 2025Q3: 5,419 shares; 2025Q4: not reported; 2026Q1: 619 shares 619 $32.7K <0.01% new Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares 1,085 $28.5K <0.01% new Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: not reported; 2026Q1: 1,773 shares 1,773 $28.5K <0.01% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 323 shares 323 $28.4K <0.01% new Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares 538 $27.2K <0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77 shares 77 $26.1K <0.01% new Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488 shares 488 $25.4K <0.01% new Timeline AQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $24.9K <0.01% new Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares 813 $21.7K <0.01% new Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $20.7K <0.01% new Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 541 shares 541 $19.7K <0.01% new Timeline DCGO DOCGO INC More: the full row for DOCGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $18.9K <0.01% 0 Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares 293 $18.7K <0.01% new Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF 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: 222 shares 222 $16.7K <0.01% new Timeline JFLI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311 shares 311 $15.6K <0.01% new Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares 2,000 $13.8K <0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $12.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149 shares 149 $11K <0.01% new Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156 shares 156 $10.3K <0.01% new Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430 shares 430 $9.92K <0.01% new Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $9.74K <0.01% new Timeline SPBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352 shares 352 $9.56K <0.01% new Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235 shares 235 $8.39K <0.01% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20 shares 20 $8.08K <0.01% new Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 528 shares 528 $7.99K <0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $7.67K <0.01% new Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 290 shares 290 $6.49K <0.01% new Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $5.97K <0.01% new Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,175 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $5.47K <0.01% new Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119 shares 119 $5.07K <0.01% new Timeline TERN TERNS PHARMACEUTICALS INC More: the full row for TERNS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96 shares 96 $5.06K <0.01% new Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is 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: 105 shares 105 $4.89K <0.01% new Timeline MUU 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: 38 shares 38 $4.53K <0.01% new Timeline SUZ SUZANO S A More: the full row for SUZANO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares 421 $4.21K <0.01% new Timeline KSCP KNIGHTSCOPE INC More: the full row for KNIGHTSCOPE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $4.17K <0.01% new Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,310 shares; 2025Q2: 985 shares; 2025Q3: 9,490 shares; 2025Q4: not reported; 2026Q1: 106 shares 106 $3.92K <0.01% new Timeline XOMX 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: 69 shares 69 $3.83K <0.01% new Timeline BIAF BIOAFFINITY TECHNOLOGIES INC More: the full row for BIOAFFINITY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $3.83K <0.01% new Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $3.41K <0.01% new Timeline LMTL 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: 71 shares 71 $3.19K <0.01% new Timeline CCNR RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79 shares 79 $3.17K <0.01% new Timeline CLMT CALUMET INC More: the full row for CALUMET 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: 85 shares 85 $3.05K <0.01% new Timeline YB YUANBAO INC More: the full row for YUANBAO 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: 171 shares 171 $3.02K <0.01% new Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37 shares 37 $2.79K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,700 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: 142 shares 142 $2.41K <0.01% new Timeline TSMX 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: 42 shares 42 $2.37K <0.01% new Timeline