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: 102,678 shares; 2024Q4: 113,107 shares; 2025Q1: 190,875 shares; 2025Q2: 84,997 shares; 2025Q3: 73,983 shares; 2025Q4: 64,511 shares; 2026Q1: 53,164 shares 53,164 $1.32M 0.02% -11,347 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,151 shares; 2024Q4: 29,099 shares; 2025Q1: 32,951 shares; 2025Q2: 35,995 shares; 2025Q3: 40,846 shares; 2025Q4: 42,459 shares; 2026Q1: 58,048 shares 58,048 $1.32M 0.02% +15,589 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,193 shares; 2024Q4: 26,275 shares; 2025Q1: 20,269 shares; 2025Q2: 23,070 shares; 2025Q3: 22,831 shares; 2025Q4: 21,455 shares; 2026Q1: 19,335 shares 19,335 $1.31M 0.02% -2,120 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: 26,640 shares; 2024Q4: 26,640 shares; 2025Q1: 26,640 shares; 2025Q2: 29,235 shares; 2025Q3: 29,235 shares; 2025Q4: 29,235 shares; 2026Q1: 29,235 shares 29,235 $1.31M 0.02% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,479 shares; 2024Q4: 4,426 shares; 2025Q1: 4,202 shares; 2025Q2: 3,209 shares; 2025Q3: 4,264 shares; 2025Q4: 4,855 shares; 2026Q1: 4,628 shares 4,628 $1.31M 0.02% -227 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 2,125 shares; 2025Q1: 9,843 shares; 2025Q2: 10,010 shares; 2025Q3: 10,100 shares; 2025Q4: 10,105 shares; 2026Q1: 10,265 shares 10,265 $1.31M 0.02% +160 Timeline EPOL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,768 shares; 2024Q4: 10,569 shares; 2025Q1: not reported; 2025Q2: 21,733 shares; 2025Q3: 24,404 shares; 2025Q4: 31,417 shares; 2026Q1: 35,828 shares 35,828 $1.3M 0.02% +4,411 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: 9,319 shares; 2024Q4: 12,106 shares; 2025Q1: 10,497 shares; 2025Q2: 10,859 shares; 2025Q3: 8,789 shares; 2025Q4: 9,107 shares; 2026Q1: 10,705 shares 10,705 $1.3M 0.02% +1,598 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,279 shares; 2024Q4: 6,323 shares; 2025Q1: 6,668 shares; 2025Q2: 6,376 shares; 2025Q3: 6,734 shares; 2025Q4: 7,110 shares; 2026Q1: 6,603 shares 6,603 $1.29M 0.02% -507 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: 1,622 shares; 2025Q2: 751 shares; 2025Q3: 880 shares; 2025Q4: 770 shares; 2026Q1: 2,666 shares 2,666 $1.29M 0.02% +1,896 Timeline JNK 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: 97,864 shares; 2024Q4: 97,028 shares; 2025Q1: 172,849 shares; 2025Q2: 20,839 shares; 2025Q3: 19,201 shares; 2025Q4: 12,346 shares; 2026Q1: 13,411 shares 13,411 $1.28M 0.02% +1,065 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: 35,052 shares; 2024Q4: 31,847 shares; 2025Q1: 20,895 shares; 2025Q2: 18,279 shares; 2025Q3: 22,159 shares; 2025Q4: 22,431 shares; 2026Q1: 27,573 shares 27,573 $1.28M 0.02% +5,142 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: 2,879 shares; 2024Q4: 3,581 shares; 2025Q1: 3,557 shares; 2025Q2: 3,603 shares; 2025Q3: 3,233 shares; 2025Q4: 4,287 shares; 2026Q1: 4,081 shares 4,081 $1.28M 0.02% -206 Timeline HEFA 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: 61,394 shares; 2024Q4: 56,359 shares; 2025Q1: 74,294 shares; 2025Q2: 63,499 shares; 2025Q3: 46,456 shares; 2025Q4: 31,250 shares; 2026Q1: 30,107 shares 30,107 $1.28M 0.02% -1,143 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,784 shares; 2024Q4: 23,772 shares; 2025Q1: 23,617 shares; 2025Q2: 24,032 shares; 2025Q3: 23,632 shares; 2025Q4: 22,576 shares; 2026Q1: 22,576 shares 22,576 $1.28M 0.02% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,137 shares; 2024Q4: 15,166 shares; 2025Q1: 13,944 shares; 2025Q2: 12,793 shares; 2025Q3: 12,443 shares; 2025Q4: 11,373 shares; 2026Q1: 8,250 shares 8,250 $1.27M 0.02% -3,123 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: 17,060 shares; 2024Q4: 19,509 shares; 2025Q1: 18,988 shares; 2025Q2: 14,147 shares; 2025Q3: 13,513 shares; 2025Q4: 15,057 shares; 2026Q1: 16,859 shares 16,859 $1.26M 0.02% +1,802 Timeline VFMF 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: 6,842 shares; 2025Q3: 6,855 shares; 2025Q4: 6,126 shares; 2026Q1: 8,093 shares 8,093 $1.26M 0.02% +1,967 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 12,261 shares; 2025Q1: 11,467 shares; 2025Q2: 11,334 shares; 2025Q3: 11,329 shares; 2025Q4: 11,908 shares; 2026Q1: 11,474 shares 11,474 $1.25M 0.02% -434 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,645 shares; 2024Q4: 26,948 shares; 2025Q1: 25,881 shares; 2025Q2: 31,866 shares; 2025Q3: 42,442 shares; 2025Q4: 45,963 shares; 2026Q1: 62,237 shares 62,237 $1.25M 0.02% +16,274 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,396 shares; 2024Q4: 25,691 shares; 2025Q1: 26,113 shares; 2025Q2: 26,382 shares; 2025Q3: 26,790 shares; 2025Q4: 30,760 shares; 2026Q1: 30,259 shares 30,259 $1.25M 0.02% -501 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 5,201 shares; 2025Q1: 5,042 shares; 2025Q2: 4,954 shares; 2025Q3: 4,619 shares; 2025Q4: 5,029 shares; 2026Q1: 4,592 shares 4,592 $1.24M 0.02% -437 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,776 shares; 2024Q4: 4,473 shares; 2025Q1: 4,128 shares; 2025Q2: 4,131 shares; 2025Q3: 4,132 shares; 2025Q4: 4,134 shares; 2026Q1: 3,810 shares 3,810 $1.24M 0.02% -324 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,544 shares; 2024Q4: 67,660 shares; 2025Q1: 63,789 shares; 2025Q2: 72,214 shares; 2025Q3: 69,155 shares; 2025Q4: 67,002 shares; 2026Q1: 72,116 shares 72,116 $1.24M 0.02% +5,114 Timeline SHM 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: 63,086 shares; 2024Q4: 51,493 shares; 2025Q1: 47,664 shares; 2025Q2: 28,302 shares; 2025Q3: 25,967 shares; 2025Q4: 25,899 shares; 2026Q1: 25,915 shares 25,915 $1.24M 0.02% +16 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,847 shares; 2025Q1: 5,564 shares; 2025Q2: 5,775 shares; 2025Q3: 5,577 shares; 2025Q4: 6,748 shares; 2026Q1: 6,263 shares 6,263 $1.24M 0.02% -485 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,451 shares; 2025Q1: 7,593 shares; 2025Q2: 7,845 shares; 2025Q3: 7,140 shares; 2025Q4: 7,002 shares; 2026Q1: 7,129 shares 7,129 $1.23M 0.02% +127 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,713 shares; 2024Q4: 15,100 shares; 2025Q1: 15,495 shares; 2025Q2: 15,621 shares; 2025Q3: 16,563 shares; 2025Q4: 15,356 shares; 2026Q1: 15,117 shares 15,117 $1.22M 0.02% -239 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,413 shares; 2025Q3: 41,868 shares; 2025Q4: 43,214 shares; 2026Q1: 44,022 shares 44,022 $1.21M 0.02% +808 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,286 shares; 2025Q3: 8,283 shares; 2025Q4: 9,141 shares; 2026Q1: 34,168 shares 34,168 $1.21M 0.02% +25,027 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,452 shares; 2024Q4: 25,138 shares; 2025Q1: 28,053 shares; 2025Q2: 19,361 shares; 2025Q3: 26,032 shares; 2025Q4: 26,933 shares; 2026Q1: 19,797 shares 19,797 $1.21M 0.02% -7,136 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,258 shares; 2024Q4: 3,515 shares; 2025Q1: 3,403 shares; 2025Q2: 3,755 shares; 2025Q3: 3,265 shares; 2025Q4: 3,612 shares; 2026Q1: 4,065 shares 4,065 $1.21M 0.02% +453 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,826 shares; 2024Q4: 8,085 shares; 2025Q1: 9,133 shares; 2025Q2: 9,169 shares; 2025Q3: 9,761 shares; 2025Q4: 10,352 shares; 2026Q1: 12,011 shares 12,011 $1.21M 0.02% +1,659 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,836 shares; 2024Q4: 3,876 shares; 2025Q1: 4,043 shares; 2025Q2: 3,773 shares; 2025Q3: 3,614 shares; 2025Q4: 9,593 shares; 2026Q1: 8,942 shares 8,942 $1.21M 0.02% -651 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 28,259 shares 28,259 $1.2M 0.02% new 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: 1,125 shares; 2024Q4: 1,247 shares; 2025Q1: 1,278 shares; 2025Q2: 1,458 shares; 2025Q3: 1,206 shares; 2025Q4: 1,003 shares; 2026Q1: 1,223 shares 1,223 $1.2M 0.02% +220 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,428 shares; 2024Q4: 10,097 shares; 2025Q1: 10,774 shares; 2025Q2: 12,931 shares; 2025Q3: 12,068 shares; 2025Q4: 13,332 shares; 2026Q1: 14,090 shares 14,090 $1.2M 0.02% +758 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: 53,201 shares; 2024Q4: 53,374 shares; 2025Q1: 50,724 shares; 2025Q2: 49,458 shares; 2025Q3: 46,397 shares; 2025Q4: 43,325 shares; 2026Q1: 33,186 shares 33,186 $1.19M 0.02% -10,139 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,474 shares; 2024Q4: 13,343 shares; 2025Q1: 17,079 shares; 2025Q2: 18,885 shares; 2025Q3: 18,422 shares; 2025Q4: 19,243 shares; 2026Q1: 12,893 shares 12,893 $1.19M 0.02% -6,350 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: 2,136 shares; 2025Q1: not reported; 2025Q2: 8,992 shares; 2025Q3: 11,907 shares; 2025Q4: 13,550 shares; 2026Q1: 11,911 shares 11,911 $1.19M 0.02% -1,639 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 9,066 shares; 2025Q1: 9,624 shares; 2025Q2: 10,058 shares; 2025Q3: 11,137 shares; 2025Q4: 9,996 shares; 2026Q1: 10,211 shares 10,211 $1.18M 0.02% +215 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 7,752 shares; 2025Q1: 8,387 shares; 2025Q2: 3,762 shares; 2025Q3: 12,699 shares; 2025Q4: 24,777 shares; 2026Q1: 30,617 shares 30,617 $1.18M 0.02% +5,840 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,627 shares; 2024Q4: 7,272 shares; 2025Q1: 7,627 shares; 2025Q2: 7,588 shares; 2025Q3: 7,620 shares; 2025Q4: 8,874 shares; 2026Q1: 8,619 shares 8,619 $1.17M 0.02% -255 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,565 shares; 2024Q4: 16,976 shares; 2025Q1: 20,528 shares; 2025Q2: 25,635 shares; 2025Q3: 24,168 shares; 2025Q4: 24,179 shares; 2026Q1: 31,144 shares 31,144 $1.17M 0.02% +6,965 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,766 shares; 2025Q4: 4,375 shares; 2026Q1: 6,368 shares 6,368 $1.17M 0.02% +1,993 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 6,178 shares; 2025Q1: 7,450 shares; 2025Q2: 10,570 shares; 2025Q3: 11,631 shares; 2025Q4: 9,175 shares; 2026Q1: 10,294 shares 10,294 $1.17M 0.02% +1,119 Timeline SHLD 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: 8,960 shares; 2025Q2: 12,230 shares; 2025Q3: 15,015 shares; 2025Q4: 15,100 shares; 2026Q1: 16,408 shares 16,408 $1.16M 0.02% +1,308 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 10,050 shares; 2025Q1: 10,252 shares; 2025Q2: 11,179 shares; 2025Q3: 9,785 shares; 2025Q4: 9,158 shares; 2026Q1: 9,167 shares 9,167 $1.16M 0.02% +9 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 1,902 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,054 shares; 2025Q4: 3,316 shares; 2026Q1: 3,913 shares 3,913 $1.16M 0.02% +597 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 187 shares; 2025Q1: 186 shares; 2025Q2: 199 shares; 2025Q3: 174 shares; 2025Q4: 165 shares; 2026Q1: 343 shares 343 $1.16M 0.02% +178 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: 26,475 shares; 2024Q4: 26,286 shares; 2025Q1: 27,082 shares; 2025Q2: 24,765 shares; 2025Q3: 20,711 shares; 2025Q4: 18,337 shares; 2026Q1: 17,888 shares 17,888 $1.16M 0.02% -449 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 1,159 shares; 2025Q1: 1,283 shares; 2025Q2: 1,468 shares; 2025Q3: 2,123 shares; 2025Q4: 4,737 shares; 2026Q1: 4,223 shares 4,223 $1.15M 0.02% -514 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: 20,729 shares; 2025Q2: 30,197 shares; 2025Q3: 44,293 shares; 2025Q4: 44,319 shares; 2026Q1: 54,850 shares 54,850 $1.15M 0.02% +10,531 Timeline DVY 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: 6,511 shares; 2024Q4: 7,217 shares; 2025Q1: 9,902 shares; 2025Q2: 8,848 shares; 2025Q3: 8,849 shares; 2025Q4: 9,404 shares; 2026Q1: 7,538 shares 7,538 $1.14M 0.02% -1,866 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,678 shares; 2024Q4: 2,903 shares; 2025Q1: 4,672 shares; 2025Q2: 4,620 shares; 2025Q3: 5,185 shares; 2025Q4: 5,202 shares; 2026Q1: 5,520 shares 5,520 $1.14M 0.02% +318 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,587 shares; 2024Q4: 6,383 shares; 2025Q1: 7,031 shares; 2025Q2: 6,722 shares; 2025Q3: 5,345 shares; 2025Q4: 5,339 shares; 2026Q1: 5,832 shares 5,832 $1.14M 0.02% +493 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,945 shares; 2024Q4: 3,292 shares; 2025Q1: 3,584 shares; 2025Q2: 3,362 shares; 2025Q3: 2,836 shares; 2025Q4: 3,013 shares; 2026Q1: 3,895 shares 3,895 $1.14M 0.02% +882 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,977 shares; 2024Q4: 19,261 shares; 2025Q1: 20,148 shares; 2025Q2: 22,737 shares; 2025Q3: 24,023 shares; 2025Q4: 24,110 shares; 2026Q1: 23,379 shares 23,379 $1.13M 0.02% -731 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,515 shares; 2024Q4: 25,983 shares; 2025Q1: 28,757 shares; 2025Q2: 23,832 shares; 2025Q3: 22,371 shares; 2025Q4: 17,250 shares; 2026Q1: 20,073 shares 20,073 $1.13M 0.02% +2,823 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,719 shares; 2024Q4: 34,435 shares; 2025Q1: 44,785 shares; 2025Q2: 45,733 shares; 2025Q3: 46,314 shares; 2025Q4: 41,095 shares; 2026Q1: 41,153 shares 41,153 $1.13M 0.02% +58 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,046 shares; 2025Q4: 1,989 shares; 2026Q1: 2,763 shares 2,763 $1.13M 0.02% +774 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,810 shares; 2024Q4: 17,009 shares; 2025Q1: 16,439 shares; 2025Q2: 16,320 shares; 2025Q3: 15,758 shares; 2025Q4: 15,716 shares; 2026Q1: 14,920 shares 14,920 $1.12M 0.02% -796 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 4,476 shares; 2025Q1: 4,627 shares; 2025Q2: 4,815 shares; 2025Q3: 4,254 shares; 2025Q4: 3,978 shares; 2026Q1: 3,491 shares 3,491 $1.12M 0.02% -487 Timeline UMMA LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,476 shares; 2024Q4: 16,678 shares; 2025Q1: 21,948 shares; 2025Q2: not reported; 2025Q3: 28,636 shares; 2025Q4: 28,813 shares; 2026Q1: 36,468 shares 36,468 $1.12M 0.02% +7,655 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,209 shares; 2024Q4: 28,459 shares; 2025Q1: 26,965 shares; 2025Q2: 27,083 shares; 2025Q3: 26,111 shares; 2025Q4: 23,682 shares; 2026Q1: 20,935 shares 20,935 $1.12M 0.02% -2,747 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 9,312 shares; 2025Q1: 9,642 shares; 2025Q2: 11,588 shares; 2025Q3: 9,716 shares; 2025Q4: 11,690 shares; 2026Q1: 16,116 shares 16,116 $1.12M 0.02% +4,426 Timeline PIFI 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: 11,257 shares; 2025Q1: 12,333 shares; 2025Q2: 13,892 shares; 2025Q3: 13,632 shares; 2025Q4: 11,865 shares; 2026Q1: 11,830 shares 11,830 $1.11M 0.02% -35 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: 9,177 shares; 2024Q4: 5,136 shares; 2025Q1: 5,237 shares; 2025Q2: 13,512 shares; 2025Q3: 6,101 shares; 2025Q4: 5,446 shares; 2026Q1: 5,349 shares 5,349 $1.11M 0.02% -97 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: 17,088 shares; 2024Q4: 17,645 shares; 2025Q1: 27,072 shares; 2025Q2: 30,506 shares; 2025Q3: 46,325 shares; 2025Q4: 55,595 shares; 2026Q1: 48,760 shares 48,760 $1.11M 0.02% -6,835 Timeline AAXJ 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: 14,299 shares; 2024Q4: 14,325 shares; 2025Q1: 13,224 shares; 2025Q2: 12,578 shares; 2025Q3: 12,158 shares; 2025Q4: 11,828 shares; 2026Q1: 11,527 shares 11,527 $1.11M 0.02% -301 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: not reported; 2025Q4: 11,367 shares; 2026Q1: 36,305 shares 36,305 $1.11M 0.02% +24,938 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,660 shares; 2024Q4: 23,037 shares; 2025Q1: 28,034 shares; 2025Q2: 22,662 shares; 2025Q3: 16,198 shares; 2025Q4: 28,138 shares; 2026Q1: 33,203 shares 33,203 $1.1M 0.02% +5,065 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,782 shares; 2024Q4: 12,198 shares; 2025Q1: 10,809 shares; 2025Q2: 10,810 shares; 2025Q3: 10,817 shares; 2025Q4: 10,818 shares; 2026Q1: 11,014 shares 11,014 $1.1M 0.02% +196 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,655 shares; 2025Q4: 18,868 shares; 2026Q1: 25,825 shares 25,825 $1.1M 0.02% +6,957 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: 6,258 shares; 2024Q4: 6,512 shares; 2025Q1: 6,992 shares; 2025Q2: 6,944 shares; 2025Q3: 6,780 shares; 2025Q4: 6,040 shares; 2026Q1: 6,478 shares 6,478 $1.1M 0.02% +438 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: 10,883 shares; 2024Q4: 11,582 shares; 2025Q1: 10,862 shares; 2025Q2: 9,747 shares; 2025Q3: 10,661 shares; 2025Q4: 11,478 shares; 2026Q1: 11,266 shares 11,266 $1.09M 0.02% -212 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,479 shares; 2024Q4: 9,886 shares; 2025Q1: 8,507 shares; 2025Q2: 6,064 shares; 2025Q3: 8,605 shares; 2025Q4: 8,700 shares; 2026Q1: 12,372 shares 12,372 $1.09M 0.02% +3,672 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 5,225 shares; 2025Q1: 5,709 shares; 2025Q2: 6,030 shares; 2025Q3: 5,220 shares; 2025Q4: 5,530 shares; 2026Q1: 5,062 shares 5,062 $1.09M 0.02% -468 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,645 shares; 2024Q4: 19,180 shares; 2025Q1: 18,748 shares; 2025Q2: 18,352 shares; 2025Q3: 19,700 shares; 2025Q4: 20,091 shares; 2026Q1: 15,394 shares 15,394 $1.09M 0.02% -4,697 Timeline SPTM 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: 17,981 shares; 2024Q4: 17,892 shares; 2025Q1: 17,928 shares; 2025Q2: 19,691 shares; 2025Q3: 22,080 shares; 2025Q4: 21,747 shares; 2026Q1: 13,604 shares 13,604 $1.08M 0.02% -8,143 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,932 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,783 shares; 2025Q3: 6,772 shares; 2025Q4: 7,633 shares; 2026Q1: 16,770 shares 16,770 $1.07M 0.02% +9,137 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 2,077 shares; 2025Q1: 2,236 shares; 2025Q2: 2,198 shares; 2025Q3: 1,854 shares; 2025Q4: 2,014 shares; 2026Q1: 3,315 shares 3,315 $1.07M 0.02% +1,301 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,627 shares; 2025Q4: 31,696 shares; 2026Q1: 34,828 shares 34,828 $1.07M 0.02% +3,132 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: 12,504 shares; 2025Q1: 2,166 shares; 2025Q2: 13,213 shares; 2025Q3: 15,375 shares; 2025Q4: 9,152 shares; 2026Q1: 9,728 shares 9,728 $1.07M 0.02% +576 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,170 shares; 2025Q3: 51,917 shares; 2025Q4: 33,709 shares; 2026Q1: 32,862 shares 32,862 $1.07M 0.02% -847 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,951 shares; 2024Q4: 13,111 shares; 2025Q1: 10,585 shares; 2025Q2: 10,111 shares; 2025Q3: 12,423 shares; 2025Q4: 13,502 shares; 2026Q1: 14,963 shares 14,963 $1.07M 0.02% +1,461 Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 4,295 shares; 2025Q1: 6,286 shares; 2025Q2: 7,380 shares; 2025Q3: 8,193 shares; 2025Q4: 8,408 shares; 2026Q1: 8,371 shares 8,371 $1.06M 0.02% -37 Timeline IWP 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: 2,840 shares; 2024Q4: 6,409 shares; 2025Q1: 11,730 shares; 2025Q2: 12,010 shares; 2025Q3: 8,048 shares; 2025Q4: 10,485 shares; 2026Q1: 8,241 shares 8,241 $1.06M 0.02% -2,244 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 5,338 shares; 2025Q1: 4,834 shares; 2025Q2: 4,481 shares; 2025Q3: 4,599 shares; 2025Q4: 4,524 shares; 2026Q1: 4,503 shares 4,503 $1.05M 0.02% -21 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: 1,275 shares; 2026Q1: 1,652 shares 1,652 $1.05M 0.02% +377 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 5,055 shares; 2025Q1: 4,467 shares; 2025Q2: 4,053 shares; 2025Q3: 4,689 shares; 2025Q4: 4,898 shares; 2026Q1: 5,141 shares 5,141 $1.05M 0.02% +243 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,051 shares; 2024Q4: 45,611 shares; 2025Q1: 41,434 shares; 2025Q2: 38,035 shares; 2025Q3: 37,961 shares; 2025Q4: 38,214 shares; 2026Q1: 28,634 shares 28,634 $1.05M 0.02% -9,580 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: 11,979 shares; 2024Q4: 18,222 shares; 2025Q1: 14,195 shares; 2025Q2: 21,179 shares; 2025Q3: 24,387 shares; 2025Q4: 24,845 shares; 2026Q1: 26,815 shares 26,815 $1.05M 0.02% +1,970 Timeline AIA 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: 7,915 shares; 2026Q1: 9,846 shares 9,846 $1.05M 0.02% +1,931 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: 33,700 shares; 2024Q4: 31,000 shares; 2025Q1: 23,500 shares; 2025Q2: 23,500 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares; 2026Q1: 25,850 shares 25,850 $1.04M 0.02% +2,350 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,301 shares; 2024Q4: 41,613 shares; 2025Q1: 27,479 shares; 2025Q2: 22,655 shares; 2025Q3: 19,186 shares; 2025Q4: 18,466 shares; 2026Q1: 17,220 shares 17,220 $1.04M 0.02% -1,246 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,067 shares; 2024Q4: 13,487 shares; 2025Q1: 13,864 shares; 2025Q2: 13,522 shares; 2025Q3: 12,542 shares; 2025Q4: 6,808 shares; 2026Q1: 7,476 shares 7,476 $1.03M 0.02% +668 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,957 shares; 2025Q3: 12,906 shares; 2025Q4: 12,945 shares; 2026Q1: 14,896 shares 14,896 $1.03M 0.02% +1,951 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,558 shares; 2025Q2: 24,745 shares; 2025Q3: 26,555 shares; 2025Q4: 21,866 shares; 2026Q1: 39,112 shares 39,112 $1.03M 0.02% +17,246 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,603 shares; 2024Q4: 13,068 shares; 2025Q1: 13,122 shares; 2025Q2: 13,334 shares; 2025Q3: 12,943 shares; 2025Q4: 12,676 shares; 2026Q1: 11,580 shares 11,580 $1.03M 0.02% -1,096 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,866 shares; 2024Q4: 8,885 shares; 2025Q1: 8,855 shares; 2025Q2: 8,449 shares; 2025Q3: 8,635 shares; 2025Q4: 8,752 shares; 2026Q1: 8,061 shares 8,061 $1.02M 0.02% -691 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,351 shares; 2025Q1: 6,056 shares; 2025Q2: 5,888 shares; 2025Q3: 6,738 shares; 2025Q4: 7,394 shares; 2026Q1: 8,636 shares 8,636 $1.02M 0.02% +1,242 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,922 shares; 2025Q1: 18,503 shares; 2025Q2: 19,104 shares; 2025Q3: 19,587 shares; 2025Q4: 22,283 shares; 2026Q1: 24,031 shares 24,031 $1.01M 0.02% +1,748 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: 151,139 shares; 2024Q4: 169,041 shares; 2025Q1: 126,651 shares; 2025Q2: 121,707 shares; 2025Q3: 66,196 shares; 2025Q4: 50,131 shares; 2026Q1: 33,324 shares 33,324 $1.01M 0.02% -16,807 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,658 shares; 2026Q1: 9,286 shares 9,286 $1.01M 0.02% +6,628 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,226 shares; 2024Q4: 7,738 shares; 2025Q1: 8,123 shares; 2025Q2: 6,209 shares; 2025Q3: 5,770 shares; 2025Q4: 6,035 shares; 2026Q1: 6,479 shares 6,479 $1.01M 0.02% +444 Timeline COWZ 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: 66,204 shares; 2024Q4: 68,334 shares; 2025Q1: 62,088 shares; 2025Q2: 57,508 shares; 2025Q3: 36,584 shares; 2025Q4: 14,124 shares; 2026Q1: 16,044 shares 16,044 $1M 0.02% +1,920 Timeline XVV 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: 28,101 shares; 2025Q1: 30,136 shares; 2025Q2: 29,446 shares; 2025Q3: 29,080 shares; 2025Q4: 28,826 shares; 2026Q1: 20,310 shares 20,310 $1000K 0.02% -8,516 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,295 shares; 2024Q4: 26,317 shares; 2025Q1: 25,826 shares; 2025Q2: 25,460 shares; 2025Q3: 25,473 shares; 2025Q4: 22,850 shares; 2026Q1: 22,810 shares 22,810 $995K 0.02% -40 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: 19,342 shares; 2024Q4: 18,220 shares; 2025Q1: 13,578 shares; 2025Q2: 13,795 shares; 2025Q3: 10,510 shares; 2025Q4: 9,749 shares; 2026Q1: 9,700 shares 9,700 $991K 0.02% -49 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,151 shares; 2025Q4: 20,668 shares; 2026Q1: 21,036 shares 21,036 $988K 0.02% +368 Timeline QCAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,580 shares; 2024Q4: 43,580 shares; 2025Q1: 43,580 shares; 2025Q2: 41,180 shares; 2025Q3: 41,180 shares; 2025Q4: 41,180 shares; 2026Q1: 41,180 shares 41,180 $988K 0.02% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840 shares; 2024Q4: 1,826 shares; 2025Q1: 1,822 shares; 2025Q2: 1,669 shares; 2025Q3: 1,706 shares; 2025Q4: 1,630 shares; 2026Q1: 1,801 shares 1,801 $978K 0.02% +171 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: 4,253 shares; 2025Q2: 4,222 shares; 2025Q3: 4,277 shares; 2025Q4: 4,773 shares; 2026Q1: 9,098 shares 9,098 $976K 0.02% +4,325 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 19,595 shares; 2025Q1: 11,291 shares; 2025Q2: 11,380 shares; 2025Q3: 9,081 shares; 2025Q4: 8,960 shares; 2026Q1: 8,933 shares 8,933 $974K 0.02% -27 Timeline DFAT 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: 12,708 shares; 2024Q4: 15,815 shares; 2025Q1: 16,901 shares; 2025Q2: 17,131 shares; 2025Q3: 17,085 shares; 2025Q4: 17,050 shares; 2026Q1: 15,551 shares 15,551 $971K 0.02% -1,499 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,817 shares; 2024Q4: 19,876 shares; 2025Q1: 19,853 shares; 2025Q2: 19,372 shares; 2025Q3: 19,627 shares; 2025Q4: 20,705 shares; 2026Q1: 21,546 shares 21,546 $971K 0.02% +841 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 303 shares; 2025Q1: 238 shares; 2025Q2: 696 shares; 2025Q3: 1,174 shares; 2025Q4: 961 shares; 2026Q1: 901 shares 901 $962K 0.02% -60 Timeline DFUV 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: 22,819 shares; 2024Q4: 26,554 shares; 2025Q1: 23,554 shares; 2025Q2: 23,554 shares; 2025Q3: 23,230 shares; 2025Q4: 21,830 shares; 2026Q1: 19,827 shares 19,827 $961K 0.02% -2,003 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,498 shares; 2025Q1: 2,402 shares; 2025Q2: 6,314 shares; 2025Q3: 5,269 shares; 2025Q4: 5,463 shares; 2026Q1: 3,178 shares 3,178 $960K 0.02% -2,285 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,431 shares; 2024Q4: 17,183 shares; 2025Q1: 15,360 shares; 2025Q2: 18,038 shares; 2025Q3: 21,220 shares; 2025Q4: 20,203 shares; 2026Q1: 20,563 shares 20,563 $960K 0.02% +360 Timeline FXL 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: 7,119 shares; 2024Q4: 7,362 shares; 2025Q1: 7,064 shares; 2025Q2: 6,826 shares; 2025Q3: 6,831 shares; 2025Q4: 6,738 shares; 2026Q1: 6,034 shares 6,034 $959K 0.02% -704 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 694 shares; 2025Q1: 819 shares; 2025Q2: 911 shares; 2025Q3: 896 shares; 2025Q4: 891 shares; 2026Q1: 820 shares 820 $951K 0.02% -71 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,420 shares; 2024Q4: 12,530 shares; 2025Q1: 12,530 shares; 2025Q2: 12,530 shares; 2025Q3: 12,420 shares; 2025Q4: 12,420 shares; 2026Q1: 12,420 shares 12,420 $948K 0.02% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,401 shares; 2024Q4: 12,279 shares; 2025Q1: 12,188 shares; 2025Q2: 11,196 shares; 2025Q3: 11,047 shares; 2025Q4: 10,908 shares; 2026Q1: 11,179 shares 11,179 $946K 0.02% +271 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: 4,091 shares; 2024Q4: 4,462 shares; 2025Q1: 4,388 shares; 2025Q2: 4,315 shares; 2025Q3: 4,540 shares; 2025Q4: 4,369 shares; 2026Q1: 4,576 shares 4,576 $943K 0.02% +207 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: 1,100 shares; 2024Q4: 747 shares; 2025Q1: 809 shares; 2025Q2: 889 shares; 2025Q3: 678 shares; 2025Q4: 656 shares; 2026Q1: 861 shares 861 $941K 0.02% +205 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,278 shares 20,278 $940K 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,873 shares; 2024Q4: 16,327 shares; 2025Q1: 12,146 shares; 2025Q2: 13,039 shares; 2025Q3: 13,419 shares; 2025Q4: 12,986 shares; 2026Q1: 14,058 shares 14,058 $935K 0.02% +1,072 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: 282,722 shares; 2024Q4: 310,024 shares; 2025Q1: 305,290 shares; 2025Q2: 298,986 shares; 2025Q3: 291,519 shares; 2025Q4: 223,821 shares; 2026Q1: 77,280 shares 77,280 $931K 0.02% -146,541 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,123 shares; 2024Q4: 5,477 shares; 2025Q1: 5,960 shares; 2025Q2: 5,581 shares; 2025Q3: 6,519 shares; 2025Q4: 6,708 shares; 2026Q1: 7,652 shares 7,652 $930K 0.02% +944 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,299 shares; 2025Q1: 39,299 shares; 2025Q2: 38,579 shares; 2025Q3: 38,579 shares; 2025Q4: 38,579 shares; 2026Q1: 38,659 shares 38,659 $923K 0.01% +80 Timeline XLI 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: 2,966 shares; 2024Q4: 4,767 shares; 2025Q1: 5,431 shares; 2025Q2: 5,040 shares; 2025Q3: 5,201 shares; 2025Q4: 5,547 shares; 2026Q1: 5,704 shares 5,704 $922K 0.01% +157 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 13,170 shares; 2025Q1: 12,074 shares; 2025Q2: 11,956 shares; 2025Q3: 11,589 shares; 2025Q4: 11,450 shares; 2026Q1: 11,716 shares 11,716 $921K 0.01% +266 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,051 shares; 2024Q4: 25,375 shares; 2025Q1: 25,257 shares; 2025Q2: 21,512 shares; 2025Q3: 21,023 shares; 2025Q4: 25,722 shares; 2026Q1: 34,225 shares 34,225 $921K 0.01% +8,503 Timeline EWZ 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: 23,928 shares 23,928 $919K 0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 10,220 shares; 2025Q1: 10,220 shares; 2025Q2: 10,220 shares; 2025Q3: 10,220 shares; 2025Q4: 10,220 shares; 2026Q1: 10,220 shares 10,220 $918K 0.01% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is 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: 41,322 shares 41,322 $915K 0.01% new 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: 16,645 shares; 2024Q4: 18,279 shares; 2025Q1: 17,659 shares; 2025Q2: 17,583 shares; 2025Q3: 18,204 shares; 2025Q4: 19,121 shares; 2026Q1: 16,556 shares 16,556 $914K 0.01% -2,565 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: 15,884 shares; 2025Q1: 20,471 shares; 2025Q2: 15,830 shares; 2025Q3: 22,946 shares; 2025Q4: 16,124 shares; 2026Q1: 26,621 shares 26,621 $913K 0.01% +10,497 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,045 shares; 2025Q4: 38,995 shares; 2026Q1: 38,995 shares 38,995 $912K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 6,162 shares; 2025Q1: 7,150 shares; 2025Q2: 8,427 shares; 2025Q3: 7,206 shares; 2025Q4: 8,154 shares; 2026Q1: 8,070 shares 8,070 $907K 0.01% -84 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,483 shares; 2024Q4: 74,227 shares; 2025Q1: 69,902 shares; 2025Q2: 63,735 shares; 2025Q3: 53,299 shares; 2025Q4: 53,404 shares; 2026Q1: 52,348 shares 52,348 $906K 0.01% -1,056 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 2,857 shares; 2025Q1: 3,143 shares; 2025Q2: 3,198 shares; 2025Q3: 3,082 shares; 2025Q4: 4,045 shares; 2026Q1: 4,288 shares 4,288 $906K 0.01% +243 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,823 shares; 2025Q1: 22,488 shares; 2025Q2: 23,597 shares; 2025Q3: 22,867 shares; 2025Q4: 23,320 shares; 2026Q1: 24,373 shares 24,373 $906K 0.01% +1,053 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: 7,327 shares; 2024Q4: 6,988 shares; 2025Q1: 6,547 shares; 2025Q2: 6,929 shares; 2025Q3: 7,391 shares; 2025Q4: 7,116 shares; 2026Q1: 8,135 shares 8,135 $902K 0.01% +1,019 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 9,900 shares; 2025Q1: 10,942 shares; 2025Q2: 9,868 shares; 2025Q3: 9,920 shares; 2025Q4: 7,117 shares; 2026Q1: 9,649 shares 9,649 $902K 0.01% +2,532 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: 10,776 shares; 2024Q4: 10,844 shares; 2025Q1: 12,179 shares; 2025Q2: 10,339 shares; 2025Q3: 8,483 shares; 2025Q4: 7,640 shares; 2026Q1: 7,580 shares 7,580 $898K 0.01% -60 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,575 shares; 2026Q1: 16,873 shares 16,873 $892K 0.01% -1,702 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,309 shares; 2026Q1: 17,710 shares 17,710 $892K 0.01% +1,401 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,228 shares; 2024Q4: 17,222 shares; 2025Q1: 18,238 shares; 2025Q2: 18,704 shares; 2025Q3: 18,862 shares; 2025Q4: 19,131 shares; 2026Q1: 19,898 shares 19,898 $884K 0.01% +767 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: 10,737 shares; 2024Q4: 9,868 shares; 2025Q1: 11,889 shares; 2025Q2: 10,916 shares; 2025Q3: 10,264 shares; 2025Q4: 9,204 shares; 2026Q1: 9,678 shares 9,678 $881K 0.01% +474 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: 8,829 shares; 2024Q4: 9,347 shares; 2025Q1: 9,950 shares; 2025Q2: 9,520 shares; 2025Q3: 10,329 shares; 2025Q4: 11,382 shares; 2026Q1: 12,171 shares 12,171 $881K 0.01% +789 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,498 shares; 2025Q1: 1,542 shares; 2025Q2: 1,678 shares; 2025Q3: 1,979 shares; 2025Q4: 2,419 shares; 2026Q1: 2,883 shares 2,883 $877K 0.01% +464 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,104 shares; 2024Q4: 7,797 shares; 2025Q1: 12,228 shares; 2025Q2: 10,083 shares; 2025Q3: 10,968 shares; 2025Q4: 7,647 shares; 2026Q1: 9,717 shares 9,717 $876K 0.01% +2,070 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,373 shares; 2024Q4: 37,508 shares; 2025Q1: 37,716 shares; 2025Q2: 38,040 shares; 2025Q3: 38,362 shares; 2025Q4: 38,783 shares; 2026Q1: 38,983 shares 38,983 $874K 0.01% +200 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: 2,453 shares; 2024Q4: 2,121 shares; 2025Q1: 2,394 shares; 2025Q2: 2,715 shares; 2025Q3: 2,386 shares; 2025Q4: 2,631 shares; 2026Q1: 2,532 shares 2,532 $871K 0.01% -99 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,889 shares; 2025Q3: 34,083 shares; 2025Q4: 47,095 shares; 2026Q1: 60,197 shares 60,197 $864K 0.01% +13,102 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,146 shares; 2024Q4: 40,534 shares; 2025Q1: 41,674 shares; 2025Q2: 41,112 shares; 2025Q3: 40,323 shares; 2025Q4: 37,501 shares; 2026Q1: 32,890 shares 32,890 $857K 0.01% -4,611 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 42,237 shares; 2025Q1: 25,053 shares; 2025Q2: 22,375 shares; 2025Q3: 20,518 shares; 2025Q4: 18,953 shares; 2026Q1: 18,911 shares 18,911 $857K 0.01% -42 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: 13,236 shares; 2024Q4: 11,689 shares; 2025Q1: 8,371 shares; 2025Q2: 7,761 shares; 2025Q3: 10,410 shares; 2025Q4: 10,144 shares; 2026Q1: 9,816 shares 9,816 $852K 0.01% -328 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,831 shares; 2024Q4: 50,886 shares; 2025Q1: 50,786 shares; 2025Q2: 47,935 shares; 2025Q3: 42,577 shares; 2025Q4: 86,573 shares; 2026Q1: 44,137 shares 44,137 $845K 0.01% -42,436 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 4,224 shares; 2025Q1: 4,256 shares; 2025Q2: 3,864 shares; 2025Q3: 3,725 shares; 2025Q4: 4,278 shares; 2026Q1: 4,184 shares 4,184 $840K 0.01% -94 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,250 shares; 2024Q4: 18,393 shares; 2025Q1: 23,800 shares; 2025Q2: 28,721 shares; 2025Q3: 27,861 shares; 2025Q4: 29,880 shares; 2026Q1: 32,456 shares 32,456 $840K 0.01% +2,576 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,330 shares; 2025Q1: 5,404 shares; 2025Q2: 5,012 shares; 2025Q3: 4,865 shares; 2025Q4: 4,927 shares; 2026Q1: 4,887 shares 4,887 $839K 0.01% -40 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,749 shares; 2025Q3: 6,406 shares; 2025Q4: 4,548 shares; 2026Q1: 8,070 shares 8,070 $837K 0.01% +3,522 Timeline FEZ 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: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,550 shares; 2025Q2: 12,050 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 13,400 shares 13,400 $832K 0.01% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,616 shares; 2025Q1: 1,658 shares; 2025Q2: 1,621 shares; 2025Q3: 2,666 shares; 2025Q4: 3,257 shares; 2026Q1: 3,267 shares 3,267 $830K 0.01% +10 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: 3,474 shares; 2024Q4: 2,715 shares; 2025Q1: 2,615 shares; 2025Q2: 3,421 shares; 2025Q3: 3,676 shares; 2025Q4: 3,415 shares; 2026Q1: 2,831 shares 2,831 $829K 0.01% -584 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,790 shares; 2024Q4: 10,508 shares; 2025Q1: 11,454 shares; 2025Q2: 11,401 shares; 2025Q3: 22,284 shares; 2025Q4: 37,145 shares; 2026Q1: 52,799 shares 52,799 $826K 0.01% +15,654 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: 17,810 shares; 2024Q4: 17,810 shares; 2025Q1: 17,810 shares; 2025Q2: 17,523 shares; 2025Q3: 17,523 shares; 2025Q4: 17,523 shares; 2026Q1: 17,523 shares 17,523 $824K 0.01% 0 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: 16,620 shares; 2024Q4: 16,772 shares; 2025Q1: 16,649 shares; 2025Q2: 16,893 shares; 2025Q3: 16,909 shares; 2025Q4: 17,166 shares; 2026Q1: 17,522 shares 17,522 $822K 0.01% +356 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 3,228 shares; 2025Q1: 2,557 shares; 2025Q2: 2,452 shares; 2025Q3: 2,706 shares; 2025Q4: 2,717 shares; 2026Q1: 2,749 shares 2,749 $822K 0.01% +32 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,950 shares; 2024Q4: 83,878 shares; 2025Q1: 94,815 shares; 2025Q2: 73,727 shares; 2025Q3: 65,784 shares; 2025Q4: 68,105 shares; 2026Q1: 71,163 shares 71,163 $821K 0.01% +3,058 Timeline VFMO 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: 3,872 shares; 2025Q3: 3,967 shares; 2025Q4: 3,939 shares; 2026Q1: 4,159 shares 4,159 $820K 0.01% +220 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 9,784 shares; 2025Q1: 4,530 shares; 2025Q2: 4,458 shares; 2025Q3: 6,330 shares; 2025Q4: 6,380 shares; 2026Q1: 7,184 shares 7,184 $819K 0.01% +804 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,167 shares; 2024Q4: 6,167 shares; 2025Q1: 12,351 shares; 2025Q2: 12,638 shares; 2025Q3: 12,580 shares; 2025Q4: 12,569 shares; 2026Q1: 12,569 shares 12,569 $818K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,042 shares; 2024Q4: 9,732 shares; 2025Q1: 18,657 shares; 2025Q2: 19,059 shares; 2025Q3: 21,977 shares; 2025Q4: 20,388 shares; 2026Q1: 23,634 shares 23,634 $814K 0.01% +3,246 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,538 shares; 2024Q4: 23,856 shares; 2025Q1: 21,635 shares; 2025Q2: 20,349 shares; 2025Q3: 18,264 shares; 2025Q4: 18,603 shares; 2026Q1: 22,000 shares 22,000 $810K 0.01% +3,397 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,916 shares; 2024Q4: 79,409 shares; 2025Q1: 77,838 shares; 2025Q2: 77,162 shares; 2025Q3: 77,534 shares; 2025Q4: 62,411 shares; 2026Q1: 62,519 shares 62,519 $810K 0.01% +108 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,171 shares; 2024Q4: 3,139 shares; 2025Q1: 3,135 shares; 2025Q2: 3,068 shares; 2025Q3: 3,282 shares; 2025Q4: 3,257 shares; 2026Q1: 3,225 shares 3,225 $808K 0.01% -32 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,785 shares; 2025Q2: 14,907 shares; 2025Q3: 15,244 shares; 2025Q4: 15,386 shares; 2026Q1: 19,899 shares 19,899 $806K 0.01% +4,513 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,607 shares; 2026Q1: 6,986 shares 6,986 $806K 0.01% +379 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,266 shares; 2024Q4: 625,563 shares; 2025Q1: 372,644 shares; 2025Q2: 338,300 shares; 2025Q3: 179,418 shares; 2025Q4: 179,846 shares; 2026Q1: 173,291 shares 173,291 $802K 0.01% -6,555 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,176 shares; 2025Q1: 1,151 shares; 2025Q2: 1,270 shares; 2025Q3: 1,243 shares; 2025Q4: 1,378 shares; 2026Q1: 1,534 shares 1,534 $802K 0.01% +156 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,000 shares; 2025Q1: 4,460 shares; 2025Q2: 4,108 shares; 2025Q3: 4,387 shares; 2025Q4: 4,375 shares; 2026Q1: 4,050 shares 4,050 $797K 0.01% -325 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,242 shares; 2024Q4: 2,795 shares; 2025Q1: 2,532 shares; 2025Q2: 2,880 shares; 2025Q3: 3,006 shares; 2025Q4: 2,132 shares; 2026Q1: 4,425 shares 4,425 $797K 0.01% +2,293 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 14,448 shares; 2025Q1: 14,971 shares; 2025Q2: 14,167 shares; 2025Q3: 14,168 shares; 2025Q4: 14,080 shares; 2026Q1: 11,907 shares 11,907 $796K 0.01% -2,173 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,431 shares; 2024Q4: 16,978 shares; 2025Q1: 18,511 shares; 2025Q2: 23,059 shares; 2025Q3: 22,781 shares; 2025Q4: 34,858 shares; 2026Q1: 30,910 shares 30,910 $793K 0.01% -3,948 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 7,271 shares; 2025Q1: 7,916 shares; 2025Q2: 9,990 shares; 2025Q3: 9,043 shares; 2025Q4: 8,549 shares; 2026Q1: 9,872 shares 9,872 $791K 0.01% +1,323 Timeline TDIV 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: 6,410 shares; 2024Q4: 6,521 shares; 2025Q1: 8,625 shares; 2025Q2: 9,619 shares; 2025Q3: 9,009 shares; 2025Q4: 8,606 shares; 2026Q1: 8,397 shares 8,397 $786K 0.01% -209 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,767 shares; 2025Q1: 23,000 shares; 2025Q2: 20,707 shares; 2025Q3: 20,203 shares; 2025Q4: 19,552 shares; 2026Q1: 18,840 shares 18,840 $785K 0.01% -712 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,746 shares; 2025Q1: 2,736 shares; 2025Q2: 2,691 shares; 2025Q3: 2,611 shares; 2025Q4: 2,662 shares; 2026Q1: 2,702 shares 2,702 $784K 0.01% +40 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 3,339 shares; 2025Q1: 4,556 shares; 2025Q2: 4,305 shares; 2025Q3: 4,243 shares; 2025Q4: 4,127 shares; 2026Q1: 3,951 shares 3,951 $782K 0.01% -176 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,193 shares 23,193 $778K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 6,891 shares; 2025Q1: 7,394 shares; 2025Q2: 7,496 shares; 2025Q3: 8,255 shares; 2025Q4: 7,208 shares; 2026Q1: 9,289 shares 9,289 $778K 0.01% +2,081 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,405 shares; 2024Q4: 15,276 shares; 2025Q1: 15,233 shares; 2025Q2: 14,871 shares; 2025Q3: 14,849 shares; 2025Q4: 15,566 shares; 2026Q1: 15,652 shares 15,652 $770K 0.01% +86 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,804 shares; 2024Q4: 2,941 shares; 2025Q1: 2,779 shares; 2025Q2: 2,573 shares; 2025Q3: 2,497 shares; 2025Q4: 3,033 shares; 2026Q1: 3,081 shares 3,081 $770K 0.01% +48 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: 1,892 shares; 2025Q1: 2,004 shares; 2025Q2: 2,237 shares; 2025Q3: 2,275 shares; 2025Q4: 2,364 shares; 2026Q1: 2,896 shares 2,896 $769K 0.01% +532 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,287 shares; 2024Q4: 20,374 shares; 2025Q1: 19,420 shares; 2025Q2: 18,531 shares; 2025Q3: 23,223 shares; 2025Q4: 24,120 shares; 2026Q1: 29,312 shares 29,312 $766K 0.01% +5,192 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: 14,965 shares; 2024Q4: 12,668 shares; 2025Q1: 11,282 shares; 2025Q2: 8,884 shares; 2025Q3: 8,303 shares; 2025Q4: 8,653 shares; 2026Q1: 7,782 shares 7,782 $760K 0.01% -871 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,570 shares; 2024Q4: 8,276 shares; 2025Q1: 7,914 shares; 2025Q2: 11,697 shares; 2025Q3: 9,476 shares; 2025Q4: 6,907 shares; 2026Q1: 9,833 shares 9,833 $758K 0.01% +2,926 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: 3,119 shares; 2024Q4: 2,990 shares; 2025Q1: 2,935 shares; 2025Q2: 3,696 shares; 2025Q3: 3,714 shares; 2025Q4: 3,695 shares; 2026Q1: 3,668 shares 3,668 $757K 0.01% -27 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,531 shares; 2024Q4: 2,437 shares; 2025Q1: 3,472 shares; 2025Q2: 5,753 shares; 2025Q3: 8,409 shares; 2025Q4: 6,898 shares; 2026Q1: 5,017 shares 5,017 $753K 0.01% -1,881 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,802 shares; 2025Q1: 3,673 shares; 2025Q2: 3,569 shares; 2025Q3: 3,562 shares; 2025Q4: 3,606 shares; 2026Q1: 3,816 shares 3,816 $753K 0.01% +210 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares 6,012 $751K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,121 shares 17,121 $750K 0.01% new Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 14,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,352 shares; 2025Q3: 13,000 shares; 2025Q4: 13,425 shares; 2026Q1: 13,725 shares 13,725 $750K 0.01% +300 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,304 shares; 2024Q4: 27,746 shares; 2025Q1: 23,965 shares; 2025Q2: 21,704 shares; 2025Q3: 20,379 shares; 2025Q4: 16,461 shares; 2026Q1: 16,537 shares 16,537 $748K 0.01% +76 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,305 shares; 2026Q1: 12,642 shares 12,642 $746K 0.01% +337 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,603 shares; 2025Q1: 2,616 shares; 2025Q2: 2,851 shares; 2025Q3: 2,937 shares; 2025Q4: 2,861 shares; 2026Q1: 2,905 shares 2,905 $739K 0.01% +44 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: 5,022 shares; 2024Q4: 5,406 shares; 2025Q1: 4,769 shares; 2025Q2: 6,283 shares; 2025Q3: 5,720 shares; 2025Q4: 6,829 shares; 2026Q1: 7,822 shares 7,822 $737K 0.01% +993 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: 7,596 shares; 2024Q4: 8,290 shares; 2025Q1: 6,530 shares; 2025Q2: 7,510 shares; 2025Q3: 10,093 shares; 2025Q4: 10,210 shares; 2026Q1: 10,331 shares 10,331 $737K 0.01% +121 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,387 shares; 2025Q2: 9,706 shares; 2025Q3: 9,564 shares; 2025Q4: 9,237 shares; 2026Q1: 8,971 shares 8,971 $736K 0.01% -266 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,019 shares; 2025Q4: 3,399 shares; 2026Q1: 10,421 shares 10,421 $735K 0.01% +7,022 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 10,582 shares; 2025Q1: 10,376 shares; 2025Q2: 11,387 shares; 2025Q3: 11,236 shares; 2025Q4: 11,143 shares; 2026Q1: 10,743 shares 10,743 $732K 0.01% -400 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 6,312 shares; 2025Q1: 7,105 shares; 2025Q2: 6,627 shares; 2025Q3: 4,325 shares; 2025Q4: 3,637 shares; 2026Q1: 3,730 shares 3,730 $731K 0.01% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,071 shares; 2025Q3: 15,327 shares; 2025Q4: 18,827 shares; 2026Q1: 20,353 shares 20,353 $724K 0.01% +1,526 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,664 shares; 2024Q4: 14,641 shares; 2025Q1: 15,270 shares; 2025Q2: 12,787 shares; 2025Q3: 14,573 shares; 2025Q4: 19,255 shares; 2026Q1: 15,763 shares 15,763 $722K 0.01% -3,492 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: 8,705 shares; 2024Q4: 8,233 shares; 2025Q1: 8,603 shares; 2025Q2: 8,377 shares; 2025Q3: 8,611 shares; 2025Q4: 5,207 shares; 2026Q1: 5,716 shares 5,716 $722K 0.01% +509 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,600 shares; 2025Q3: 17,250 shares; 2025Q4: 5,000 shares; 2026Q1: 10,200 shares 10,200 $721K 0.01% +5,200 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,116 shares; 2024Q4: 5,870 shares; 2025Q1: 5,553 shares; 2025Q2: 5,342 shares; 2025Q3: 4,574 shares; 2025Q4: 5,084 shares; 2026Q1: 5,316 shares 5,316 $720K 0.01% +232 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 7,061 shares; 2025Q1: 7,065 shares; 2025Q2: 7,074 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares; 2026Q1: 9,488 shares 9,488 $715K 0.01% +2,443 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 3,266 shares; 2025Q3: 3,469 shares; 2025Q4: 3,920 shares; 2026Q1: 6,021 shares 6,021 $715K 0.01% +2,101 Timeline LST 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: not reported; 2026Q1: 17,545 shares 17,545 $710K 0.01% new 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: 64,635 shares; 2024Q4: 71,362 shares; 2025Q1: 39,037 shares; 2025Q2: 37,079 shares; 2025Q3: 15,942 shares; 2025Q4: 28,703 shares; 2026Q1: 15,573 shares 15,573 $709K 0.01% -13,130 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,386 shares; 2024Q4: 1,534 shares; 2025Q1: 1,196 shares; 2025Q2: 1,153 shares; 2025Q3: 2,371 shares; 2025Q4: 3,207 shares; 2026Q1: 3,329 shares 3,329 $707K 0.01% +122 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: 6,292 shares; 2024Q4: 6,180 shares; 2025Q1: 5,496 shares; 2025Q2: 7,450 shares; 2025Q3: 9,938 shares; 2025Q4: 9,377 shares; 2026Q1: 9,717 shares 9,717 $706K 0.01% +340 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,122 shares 5,122 $702K 0.01% new Timeline NUKZ 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: 7,190 shares; 2025Q2: 7,444 shares; 2025Q3: 11,437 shares; 2025Q4: 11,523 shares; 2026Q1: 10,678 shares 10,678 $702K 0.01% -845 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,424 shares; 2024Q4: 17,865 shares; 2025Q1: 17,838 shares; 2025Q2: 18,268 shares; 2025Q3: 18,435 shares; 2025Q4: 10,045 shares; 2026Q1: 14,503 shares 14,503 $699K 0.01% +4,458 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,826 shares; 2025Q4: not reported; 2026Q1: 30,502 shares 30,502 $695K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,018 shares; 2025Q1: 5,229 shares; 2025Q2: 4,832 shares; 2025Q3: 4,630 shares; 2025Q4: 5,552 shares; 2026Q1: 4,915 shares 4,915 $694K 0.01% -637 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,200 shares; 2024Q4: 8,069 shares; 2025Q1: 8,025 shares; 2025Q2: 7,904 shares; 2025Q3: 7,526 shares; 2025Q4: 7,458 shares; 2026Q1: 7,392 shares 7,392 $691K 0.01% -66 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: 2,188 shares; 2024Q4: 7,559 shares; 2025Q1: 5,715 shares; 2025Q2: 8,321 shares; 2025Q3: 11,195 shares; 2025Q4: 11,738 shares; 2026Q1: 9,712 shares 9,712 $690K 0.01% -2,026 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,985 shares; 2025Q3: not reported; 2025Q4: 5,632 shares; 2026Q1: 10,722 shares 10,722 $689K 0.01% +5,090 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,351 shares; 2024Q4: 26,823 shares; 2025Q1: 26,901 shares; 2025Q2: 26,853 shares; 2025Q3: 26,831 shares; 2025Q4: 26,797 shares; 2026Q1: 26,720 shares 26,720 $688K 0.01% -77 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 405 shares; 2025Q2: 664 shares; 2025Q3: 993 shares; 2025Q4: 1,902 shares; 2026Q1: 2,813 shares 2,813 $687K 0.01% +911 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,696 shares; 2024Q4: not reported; 2025Q1: 3,406 shares; 2025Q2: 2,355 shares; 2025Q3: 4,266 shares; 2025Q4: 5,310 shares; 2026Q1: 5,469 shares 5,469 $686K 0.01% +159 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: 24,738 shares; 2024Q4: 27,253 shares; 2025Q1: 6,421 shares; 2025Q2: 5,227 shares; 2025Q3: 5,039 shares; 2025Q4: 4,888 shares; 2026Q1: 4,712 shares 4,712 $682K 0.01% -176 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,878 shares; 2024Q4: 40,466 shares; 2025Q1: 42,926 shares; 2025Q2: 42,950 shares; 2025Q3: 42,971 shares; 2025Q4: 41,571 shares; 2026Q1: 40,688 shares 40,688 $675K 0.01% -883 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 6,616 shares; 2025Q1: 7,522 shares; 2025Q2: 10,413 shares; 2025Q3: 10,666 shares; 2025Q4: 10,629 shares; 2026Q1: 8,410 shares 8,410 $674K 0.01% -2,219 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: 7,872 shares; 2024Q4: 7,872 shares; 2025Q1: 7,872 shares; 2025Q2: 7,872 shares; 2025Q3: 7,872 shares; 2025Q4: 7,872 shares; 2026Q1: 7,948 shares 7,948 $672K 0.01% +76 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,142 shares; 2026Q1: 22,142 shares 22,142 $670K 0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,493 shares; 2024Q4: 26,045 shares; 2025Q1: 15,003 shares; 2025Q2: 14,550 shares; 2025Q3: 14,476 shares; 2025Q4: 14,043 shares; 2026Q1: 14,811 shares 14,811 $670K 0.01% +768 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: 7,626 shares; 2024Q4: 9,086 shares; 2025Q1: 7,742 shares; 2025Q2: 7,610 shares; 2025Q3: 7,410 shares; 2025Q4: 7,133 shares; 2026Q1: 7,166 shares 7,166 $669K 0.01% +33 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,223 shares; 2024Q4: 20,984 shares; 2025Q1: 19,392 shares; 2025Q2: 19,204 shares; 2025Q3: 15,064 shares; 2025Q4: 18,860 shares; 2026Q1: 19,022 shares 19,022 $668K 0.01% +162 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 22,620 shares; 2025Q1: 13,685 shares; 2025Q2: 13,284 shares; 2025Q3: 11,881 shares; 2025Q4: 11,701 shares; 2026Q1: 11,679 shares 11,679 $668K 0.01% -22 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,739 shares; 2024Q4: 15,414 shares; 2025Q1: 15,440 shares; 2025Q2: 15,289 shares; 2025Q3: 15,155 shares; 2025Q4: 15,198 shares; 2026Q1: 15,225 shares 15,225 $666K 0.01% +27 Timeline IWS 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: 3,937 shares; 2024Q4: 3,883 shares; 2025Q1: 6,316 shares; 2025Q2: 6,369 shares; 2025Q3: 6,396 shares; 2025Q4: 8,359 shares; 2026Q1: 4,544 shares 4,544 $662K 0.01% -3,815 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,229 shares; 2025Q1: 35,229 shares; 2025Q2: 35,189 shares; 2025Q3: 35,189 shares; 2025Q4: 35,189 shares; 2026Q1: 35,189 shares 35,189 $662K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,948 shares; 2024Q4: 6,804 shares; 2025Q1: 5,564 shares; 2025Q2: 5,565 shares; 2025Q3: 5,386 shares; 2025Q4: 13,578 shares; 2026Q1: 10,725 shares 10,725 $661K 0.01% -2,853 Timeline XHB 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: 4,433 shares; 2024Q4: 8,249 shares; 2025Q1: 5,253 shares; 2025Q2: 3,686 shares; 2025Q3: 4,620 shares; 2025Q4: 4,518 shares; 2026Q1: 6,693 shares 6,693 $661K 0.01% +2,175 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,938 shares 19,938 $660K 0.01% new Timeline PSCT 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: 12,228 shares; 2024Q4: 12,228 shares; 2025Q1: 12,385 shares; 2025Q2: 10,515 shares; 2025Q3: 10,705 shares; 2025Q4: 10,949 shares; 2026Q1: 10,965 shares 10,965 $659K 0.01% +16 Timeline EUSB 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: 9,834 shares; 2024Q4: 9,539 shares; 2025Q1: 9,398 shares; 2025Q2: 9,521 shares; 2025Q3: 9,521 shares; 2025Q4: 9,669 shares; 2026Q1: 15,026 shares 15,026 $654K 0.01% +5,357 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,695 shares; 2024Q4: 11,962 shares; 2025Q1: 14,007 shares; 2025Q2: 12,210 shares; 2025Q3: 10,911 shares; 2025Q4: 8,416 shares; 2026Q1: 8,221 shares 8,221 $652K 0.01% -195 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,324 shares; 2024Q4: 30,881 shares; 2025Q1: 31,794 shares; 2025Q2: 16,619 shares; 2025Q3: 12,273 shares; 2025Q4: 11,664 shares; 2026Q1: 15,636 shares 15,636 $651K 0.01% +3,972 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 35,154 shares 35,154 $649K 0.01% new 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: 3,972 shares; 2025Q1: 3,441 shares; 2025Q2: not reported; 2025Q3: 10,397 shares; 2025Q4: 7,425 shares; 2026Q1: 10,122 shares 10,122 $649K 0.01% +2,697 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,672 shares; 2026Q1: 8,507 shares 8,507 $648K 0.01% -1,165 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,014 shares; 2025Q1: 92,974 shares; 2025Q2: not reported; 2025Q3: 9,648 shares; 2025Q4: 11,982 shares; 2026Q1: 40,755 shares 40,755 $647K 0.01% +28,773 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,838 shares; 2024Q4: 10,838 shares; 2025Q1: 10,838 shares; 2025Q2: 10,838 shares; 2025Q3: 9,908 shares; 2025Q4: 7,728 shares; 2026Q1: 7,728 shares 7,728 $645K 0.01% 0 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: 5,558 shares; 2024Q4: 26,712 shares; 2025Q1: 26,394 shares; 2025Q2: 27,117 shares; 2025Q3: 26,077 shares; 2025Q4: 24,795 shares; 2026Q1: 31,141 shares 31,141 $645K 0.01% +6,346 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,151 shares; 2024Q4: 20,455 shares; 2025Q1: 20,455 shares; 2025Q2: 19,811 shares; 2025Q3: 12,807 shares; 2025Q4: 10,464 shares; 2026Q1: 10,464 shares 10,464 $642K 0.01% 0 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,711 shares; 2024Q4: 15,752 shares; 2025Q1: 13,076 shares; 2025Q2: 13,159 shares; 2025Q3: 13,358 shares; 2025Q4: 13,334 shares; 2026Q1: 12,627 shares 12,627 $641K 0.01% -707 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,700 shares; 2024Q4: 10,710 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 12,210 shares; 2025Q4: 12,210 shares; 2026Q1: 12,210 shares 12,210 $641K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,085 shares; 2024Q4: 4,139 shares; 2025Q1: 4,779 shares; 2025Q2: 5,567 shares; 2025Q3: 12,843 shares; 2025Q4: 14,294 shares; 2026Q1: 9,598 shares 9,598 $636K 0.01% -4,696 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: 8,949 shares; 2024Q4: 10,384 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,075 shares; 2025Q4: 8,939 shares; 2026Q1: 8,939 shares 8,939 $636K 0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 11,447 shares; 2025Q1: 11,062 shares; 2025Q2: 9,533 shares; 2025Q3: 9,533 shares; 2025Q4: 9,315 shares; 2026Q1: 9,315 shares 9,315 $635K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,802 shares; 2024Q4: not reported; 2025Q1: 6,711 shares; 2025Q2: 5,992 shares; 2025Q3: 20,570 shares; 2025Q4: 14,196 shares; 2026Q1: 19,248 shares 19,248 $630K 0.01% +5,052 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,690 shares; 2024Q4: 6,355 shares; 2025Q1: 6,665 shares; 2025Q2: 6,414 shares; 2025Q3: 6,354 shares; 2025Q4: 6,450 shares; 2026Q1: 6,636 shares 6,636 $628K 0.01% +186 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,893 shares; 2025Q1: 3,833 shares; 2025Q2: 3,770 shares; 2025Q3: 3,606 shares; 2025Q4: 3,593 shares; 2026Q1: 3,537 shares 3,537 $625K 0.01% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,540 shares; 2025Q3: 11,540 shares; 2025Q4: 11,540 shares; 2026Q1: 13,182 shares 13,182 $624K 0.01% +1,642 Timeline ACV VIRTUS DIVERSIFIED INCM & CO More: the full row for VIRTUS DIVERSIFIED INCM & 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: 10,000 shares; 2025Q3: 13,105 shares; 2025Q4: 23,952 shares; 2026Q1: 25,623 shares 25,623 $623K 0.01% +1,671 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,719 shares; 2024Q4: 2,947 shares; 2025Q1: 4,032 shares; 2025Q2: 4,901 shares; 2025Q3: 6,252 shares; 2025Q4: 5,108 shares; 2026Q1: 6,070 shares 6,070 $621K 0.01% +962 Timeline DIHP 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: 35,298 shares; 2024Q4: 33,398 shares; 2025Q1: 24,400 shares; 2025Q2: 21,862 shares; 2025Q3: 21,118 shares; 2025Q4: 19,122 shares; 2026Q1: 19,144 shares 19,144 $617K 0.01% +22 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,505 shares; 2025Q1: 4,431 shares; 2025Q2: 4,906 shares; 2025Q3: 3,848 shares; 2025Q4: 3,655 shares; 2026Q1: 3,592 shares 3,592 $615K 0.01% -63 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,934 shares; 2024Q4: 7,094 shares; 2025Q1: 7,975 shares; 2025Q2: 7,805 shares; 2025Q3: 8,710 shares; 2025Q4: 11,069 shares; 2026Q1: 9,016 shares 9,016 $613K 0.01% -2,053 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,983 shares; 2025Q1: 4,992 shares; 2025Q2: 5,198 shares; 2025Q3: 5,136 shares; 2025Q4: 5,528 shares; 2026Q1: 6,597 shares 6,597 $607K 0.01% +1,069 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,618 shares; 2026Q1: 52,618 shares 52,618 $607K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,392 shares; 2024Q4: 9,702 shares; 2025Q1: 9,635 shares; 2025Q2: 9,650 shares; 2025Q3: 8,234 shares; 2025Q4: 8,554 shares; 2026Q1: 10,074 shares 10,074 $606K 0.01% +1,520 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,911 shares; 2025Q1: 38,945 shares; 2025Q2: 36,865 shares; 2025Q3: 36,865 shares; 2025Q4: 44,865 shares; 2026Q1: 44,430 shares 44,430 $606K 0.01% -435 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,329 shares; 2025Q2: 47,769 shares; 2025Q3: 47,769 shares; 2025Q4: 47,769 shares; 2026Q1: 47,569 shares 47,569 $602K 0.01% -200 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 3,600 shares; 2025Q1: 3,969 shares; 2025Q2: 3,710 shares; 2025Q3: 3,610 shares; 2025Q4: 2,304 shares; 2026Q1: 3,751 shares 3,751 $601K 0.01% +1,447 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,133 shares; 2024Q4: 177,171 shares; 2025Q1: 177,585 shares; 2025Q2: 179,327 shares; 2025Q3: 180,981 shares; 2025Q4: 192,495 shares; 2026Q1: 11,783 shares 11,783 $600K 0.01% -180,712 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,975 shares; 2024Q4: 7,975 shares; 2025Q1: 7,975 shares; 2025Q2: 7,975 shares; 2025Q3: 7,975 shares; 2025Q4: 8,371 shares; 2026Q1: 8,371 shares 8,371 $599K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 363 shares; 2025Q1: 347 shares; 2025Q2: 346 shares; 2025Q3: 329 shares; 2025Q4: 322 shares; 2026Q1: 313 shares 313 $599K 0.01% -9 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,130 shares; 2024Q4: 10,130 shares; 2025Q1: 9,480 shares; 2025Q2: 9,480 shares; 2025Q3: 9,480 shares; 2025Q4: 9,263 shares; 2026Q1: 9,263 shares 9,263 $599K 0.01% 0 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,576 shares; 2024Q4: 20,576 shares; 2025Q1: 17,276 shares; 2025Q2: 16,136 shares; 2025Q3: 15,137 shares; 2025Q4: 21,336 shares; 2026Q1: 21,337 shares 21,337 $598K 0.01% +1 Timeline SCHB 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: 8,298 shares; 2024Q4: 28,400 shares; 2025Q1: 25,483 shares; 2025Q2: 24,730 shares; 2025Q3: 28,641 shares; 2025Q4: 28,930 shares; 2026Q1: 23,798 shares 23,798 $597K 0.01% -5,132 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,423 shares; 2025Q1: 2,481 shares; 2025Q2: 3,964 shares; 2025Q3: 4,298 shares; 2025Q4: 4,379 shares; 2026Q1: 4,269 shares 4,269 $596K 0.01% -110 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,780 shares; 2025Q4: 7,200 shares; 2026Q1: 7,213 shares 7,213 $590K 0.01% +13 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,558 shares 5,558 $584K 0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,845 shares; 2025Q1: 4,178 shares; 2025Q2: 3,706 shares; 2025Q3: 3,392 shares; 2025Q4: 3,127 shares; 2026Q1: 3,513 shares 3,513 $583K 0.01% +386 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,345 shares; 2024Q4: 2,353 shares; 2025Q1: 2,576 shares; 2025Q2: 1,370 shares; 2025Q3: 1,602 shares; 2025Q4: 1,418 shares; 2026Q1: 1,177 shares 1,177 $582K 0.01% -241 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,196 shares; 2025Q1: 6,006 shares; 2025Q2: 6,006 shares; 2025Q3: 6,375 shares; 2025Q4: 6,390 shares; 2026Q1: 6,390 shares 6,390 $581K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,910 shares; 2025Q1: 4,323 shares; 2025Q2: 3,362 shares; 2025Q3: 3,771 shares; 2025Q4: 3,712 shares; 2026Q1: 3,955 shares 3,955 $578K 0.01% +243 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,119 shares; 2025Q4: 5,136 shares; 2026Q1: 4,136 shares 4,136 $578K 0.01% -1,000 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,687 shares; 2024Q4: 52,747 shares; 2025Q1: 54,457 shares; 2025Q2: 69,707 shares; 2025Q3: 67,272 shares; 2025Q4: 83,184 shares; 2026Q1: 84,234 shares 84,234 $576K 0.01% +1,050 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,747 shares; 2025Q1: 2,807 shares; 2025Q2: 3,140 shares; 2025Q3: 2,392 shares; 2025Q4: 2,012 shares; 2026Q1: 3,030 shares 3,030 $575K 0.01% +1,018 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,119 shares; 2025Q4: 1,125 shares; 2026Q1: 2,016 shares 2,016 $572K 0.01% +891 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,007 shares; 2024Q4: 13,617 shares; 2025Q1: 14,061 shares; 2025Q2: 15,040 shares; 2025Q3: 11,298 shares; 2025Q4: 10,364 shares; 2026Q1: 9,316 shares 9,316 $572K 0.01% -1,048 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,553 shares; 2025Q1: 7,732 shares; 2025Q2: 10,232 shares; 2025Q3: 8,034 shares; 2025Q4: 9,082 shares; 2026Q1: 8,963 shares 8,963 $570K 0.01% -119 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,867 shares; 2025Q3: 10,061 shares; 2025Q4: 9,350 shares; 2026Q1: 8,216 shares 8,216 $569K 0.01% -1,134 Timeline AVSE 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: 4,207 shares; 2024Q4: 4,096 shares; 2025Q1: 4,773 shares; 2025Q2: 6,672 shares; 2025Q3: 6,928 shares; 2025Q4: 6,780 shares; 2026Q1: 8,523 shares 8,523 $567K 0.01% +1,743 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,983 shares; 2024Q4: 17,484 shares; 2025Q1: 25,483 shares; 2025Q2: 16,733 shares; 2025Q3: 18,733 shares; 2025Q4: 28,733 shares; 2026Q1: 25,733 shares 25,733 $567K 0.01% -3,000 Timeline SNSR 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: 17,450 shares; 2025Q1: 16,571 shares; 2025Q2: 16,294 shares; 2025Q3: 15,995 shares; 2025Q4: 15,630 shares; 2026Q1: 15,160 shares 15,160 $565K 0.01% -470 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: 1,704 shares; 2024Q4: 2,556 shares; 2025Q1: 2,570 shares; 2025Q2: 2,606 shares; 2025Q3: 2,523 shares; 2025Q4: 2,215 shares; 2026Q1: 1,582 shares 1,582 $564K 0.01% -633 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,482 shares; 2026Q1: 22,690 shares 22,690 $564K 0.01% -3,792 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,999 shares; 2024Q4: 15,066 shares; 2025Q1: 15,100 shares; 2025Q2: 16,202 shares; 2025Q3: 17,060 shares; 2025Q4: 17,060 shares; 2026Q1: 17,269 shares 17,269 $564K 0.01% +209 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,153 shares; 2024Q4: 19,286 shares; 2025Q1: 16,319 shares; 2025Q2: 16,543 shares; 2025Q3: 13,260 shares; 2025Q4: 13,229 shares; 2026Q1: 11,968 shares 11,968 $563K 0.01% -1,261 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: not reported; 2024Q4: 1,935 shares; 2025Q1: 2,607 shares; 2025Q2: 2,073 shares; 2025Q3: 2,105 shares; 2025Q4: 3,198 shares; 2026Q1: 2,963 shares 2,963 $562K 0.01% -235 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,635 shares; 2024Q4: 23,683 shares; 2025Q1: 23,942 shares; 2025Q2: 11,769 shares; 2025Q3: 10,874 shares; 2025Q4: 10,027 shares; 2026Q1: 7,447 shares 7,447 $562K 0.01% -2,580 Timeline EMXC 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: 43,534 shares; 2024Q4: 56,748 shares; 2025Q1: 62,347 shares; 2025Q2: 40,061 shares; 2025Q3: 42,153 shares; 2025Q4: 6,438 shares; 2026Q1: 7,084 shares 7,084 $557K 0.01% +646 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,729 shares; 2025Q1: not reported; 2025Q2: 4,458 shares; 2025Q3: 4,391 shares; 2025Q4: 4,405 shares; 2026Q1: 4,690 shares 4,690 $554K 0.01% +285 Timeline PAUG 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: 21,030 shares; 2024Q4: 15,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,600 shares; 2026Q1: 12,922 shares 12,922 $552K 0.01% +322 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,295 shares; 2024Q4: 122,641 shares; 2025Q1: 127,795 shares; 2025Q2: 125,118 shares; 2025Q3: 123,387 shares; 2025Q4: 110,671 shares; 2026Q1: 109,519 shares 109,519 $551K 0.01% -1,152 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,334 shares; 2025Q1: 7,334 shares; 2025Q2: 7,334 shares; 2025Q3: 7,334 shares; 2025Q4: 7,484 shares; 2026Q1: 7,812 shares 7,812 $549K 0.01% +328 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES 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: 18,711 shares 18,711 $549K 0.01% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,235 shares; 2024Q4: 31,857 shares; 2025Q1: 30,807 shares; 2025Q2: 30,416 shares; 2025Q3: 13,716 shares; 2025Q4: 10,566 shares; 2026Q1: 10,566 shares 10,566 $547K 0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,818 shares; 2024Q4: 56,157 shares; 2025Q1: 51,734 shares; 2025Q2: 62,722 shares; 2025Q3: 64,774 shares; 2025Q4: 71,646 shares; 2026Q1: 66,399 shares 66,399 $546K 0.01% -5,247 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,812 shares; 2025Q1: 9,162 shares; 2025Q2: 9,162 shares; 2025Q3: 11,963 shares; 2025Q4: 11,990 shares; 2026Q1: 11,990 shares 11,990 $546K 0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 20,681 shares; 2025Q1: 21,498 shares; 2025Q2: 23,797 shares; 2025Q3: 24,551 shares; 2025Q4: 24,668 shares; 2026Q1: 24,648 shares 24,648 $545K 0.01% -20 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,215 shares; 2025Q1: 3,484 shares; 2025Q2: 3,249 shares; 2025Q3: 2,960 shares; 2025Q4: 3,271 shares; 2026Q1: 4,174 shares 4,174 $542K 0.01% +903 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,625 shares; 2024Q4: 59,625 shares; 2025Q1: 21,200 shares; 2025Q2: 20,215 shares; 2025Q3: 18,525 shares; 2025Q4: 14,619 shares; 2026Q1: 16,111 shares 16,111 $539K 0.01% +1,492 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: 5,337 shares; 2024Q4: 5,146 shares; 2025Q1: 5,723 shares; 2025Q2: 5,397 shares; 2025Q3: 6,049 shares; 2025Q4: 5,726 shares; 2026Q1: 5,959 shares 5,959 $537K 0.01% +233 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,113 shares; 2024Q4: 110,188 shares; 2025Q1: 108,924 shares; 2025Q2: 103,903 shares; 2025Q3: 95,088 shares; 2025Q4: 84,617 shares; 2026Q1: 48,999 shares 48,999 $534K 0.01% -35,618 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,123 shares; 2024Q4: 126,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,826 shares; 2026Q1: 4,572 shares 4,572 $531K 0.01% -1,254 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,563 shares; 2025Q1: 2,948 shares; 2025Q2: 2,989 shares; 2025Q3: 3,154 shares; 2025Q4: 6,231 shares; 2026Q1: 10,620 shares 10,620 $531K 0.01% +4,389 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,389 shares; 2024Q4: 3,577 shares; 2025Q1: 8,966 shares; 2025Q2: 7,087 shares; 2025Q3: 8,390 shares; 2025Q4: 9,767 shares; 2026Q1: 8,134 shares 8,134 $531K 0.01% -1,633 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 25,581 shares; 2025Q1: 25,058 shares; 2025Q2: 25,058 shares; 2025Q3: 25,058 shares; 2025Q4: 25,058 shares; 2026Q1: 25,058 shares 25,058 $530K 0.01% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,514 shares; 2024Q4: 4,483 shares; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 3,135 shares; 2025Q4: 3,135 shares; 2026Q1: 3,635 shares 3,635 $529K 0.01% +500 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 10,565 shares; 2025Q1: 10,073 shares; 2025Q2: 3,114 shares; 2025Q3: 4,522 shares; 2025Q4: 3,895 shares; 2026Q1: 3,362 shares 3,362 $529K 0.01% -533 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,645 shares; 2024Q4: 53,856 shares; 2025Q1: 55,517 shares; 2025Q2: 54,494 shares; 2025Q3: 54,400 shares; 2025Q4: 54,333 shares; 2026Q1: 55,606 shares 55,606 $527K 0.01% +1,273 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,209 shares; 2024Q4: 4,747 shares; 2025Q1: 4,632 shares; 2025Q2: 4,278 shares; 2025Q3: 3,930 shares; 2025Q4: 3,911 shares; 2026Q1: 3,986 shares 3,986 $523K 0.01% +75 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,970 shares; 2024Q4: 5,032 shares; 2025Q1: 5,208 shares; 2025Q2: 5,660 shares; 2025Q3: 5,558 shares; 2025Q4: 5,233 shares; 2026Q1: 5,696 shares 5,696 $522K 0.01% +463 Timeline LIEN CHICAGO ATLANTIC BDC INC More: the full row for CHICAGO ATLANTIC BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 102,368 shares; 2025Q3: 77,818 shares; 2025Q4: 77,818 shares; 2026Q1: 55,809 shares 55,809 $521K 0.01% -22,009 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: 3,863 shares; 2024Q4: 3,734 shares; 2025Q1: 3,639 shares; 2025Q2: 3,393 shares; 2025Q3: 3,269 shares; 2025Q4: 3,194 shares; 2026Q1: 3,215 shares 3,215 $520K 0.01% +21 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,936 shares; 2024Q4: 6,662 shares; 2025Q1: 5,469 shares; 2025Q2: 5,201 shares; 2025Q3: 4,631 shares; 2025Q4: 4,953 shares; 2026Q1: 5,553 shares 5,553 $520K 0.01% +600 Timeline TBIL 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: 5,691 shares; 2024Q4: not reported; 2025Q1: 17,271 shares; 2025Q2: 12,437 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,403 shares 10,403 $519K 0.01% new Timeline GWX 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: 16,875 shares; 2024Q4: 16,935 shares; 2025Q1: 15,225 shares; 2025Q2: 15,077 shares; 2025Q3: 14,169 shares; 2025Q4: 14,068 shares; 2026Q1: 12,264 shares 12,264 $518K 0.01% -1,804 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,997 shares; 2024Q4: 8,432 shares; 2025Q1: 10,092 shares; 2025Q2: 11,380 shares; 2025Q3: 13,172 shares; 2025Q4: 17,542 shares; 2026Q1: 13,993 shares 13,993 $518K 0.01% -3,549 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,609 shares 10,609 $517K 0.01% new 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: 468 shares; 2025Q2: 614 shares; 2025Q3: 779 shares; 2025Q4: 728 shares; 2026Q1: 710 shares 710 $517K 0.01% -18 Timeline AFK 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: 12,842 shares; 2026Q1: 20,057 shares 20,057 $516K 0.01% +7,215 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,717 shares; 2024Q4: 1,831 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 1,726 shares; 2026Q1: 2,377 shares 2,377 $515K 0.01% +651 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,951 shares; 2025Q4: 1,764 shares; 2026Q1: 1,936 shares 1,936 $513K 0.01% +172 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,171 shares; 2024Q4: 24,900 shares; 2025Q1: 19,434 shares; 2025Q2: 18,047 shares; 2025Q3: 18,905 shares; 2025Q4: 19,870 shares; 2026Q1: 19,453 shares 19,453 $512K 0.01% -417 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 4,109 shares; 2025Q1: 4,605 shares; 2025Q2: 5,470 shares; 2025Q3: 5,357 shares; 2025Q4: 5,307 shares; 2026Q1: 6,594 shares 6,594 $512K 0.01% +1,287 Timeline MLPA 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: 16,444 shares; 2024Q4: 15,812 shares; 2025Q1: 15,035 shares; 2025Q2: 14,806 shares; 2025Q3: 9,299 shares; 2025Q4: 9,324 shares; 2026Q1: 9,497 shares 9,497 $512K 0.01% +173 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,040 shares; 2025Q1: 2,362 shares; 2025Q2: 2,161 shares; 2025Q3: 3,025 shares; 2025Q4: 3,139 shares; 2026Q1: 3,341 shares 3,341 $511K 0.01% +202 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,414 shares; 2025Q2: 2,421 shares; 2025Q3: 2,360 shares; 2025Q4: 2,224 shares; 2026Q1: 2,505 shares 2,505 $509K 0.01% +281 Timeline RWT REDWOOD TRUST INC More: the full row for REDWOOD TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,972 shares; 2024Q4: 78,848 shares; 2025Q1: 81,897 shares; 2025Q2: 85,950 shares; 2025Q3: 89,143 shares; 2025Q4: 89,861 shares; 2026Q1: 90,586 shares 90,586 $508K 0.01% +725 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,458 shares; 2024Q4: 23,444 shares; 2025Q1: 16,097 shares; 2025Q2: 14,331 shares; 2025Q3: 18,560 shares; 2025Q4: 21,446 shares; 2026Q1: 20,841 shares 20,841 $506K 0.01% -605 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,285 shares; 2024Q4: 19,441 shares; 2025Q1: 26,637 shares; 2025Q2: 26,735 shares; 2025Q3: 25,530 shares; 2025Q4: 27,183 shares; 2026Q1: 27,959 shares 27,959 $500K 0.01% +776 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,436 shares; 2025Q1: 1,450 shares; 2025Q2: 1,703 shares; 2025Q3: 1,634 shares; 2025Q4: 1,542 shares; 2026Q1: 1,880 shares 1,880 $500K 0.01% +338 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,678 shares; 2024Q4: 8,839 shares; 2025Q1: 8,839 shares; 2025Q2: 8,839 shares; 2025Q3: 8,839 shares; 2025Q4: 7,366 shares; 2026Q1: 7,339 shares 7,339 $500K 0.01% -27 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,848 shares; 2025Q1: 8,623 shares; 2025Q2: 8,929 shares; 2025Q3: 16,666 shares; 2025Q4: 18,283 shares; 2026Q1: 18,363 shares 18,363 $498K 0.01% +80 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,931 shares; 2025Q4: 2,871 shares; 2026Q1: 3,663 shares 3,663 $496K 0.01% +792 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,856 shares; 2024Q4: 8,999 shares; 2025Q1: 8,599 shares; 2025Q2: 9,915 shares; 2025Q3: 11,746 shares; 2025Q4: 12,301 shares; 2026Q1: 12,982 shares 12,982 $496K 0.01% +681 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 3,364 shares; 2025Q1: 3,502 shares; 2025Q2: 2,445 shares; 2025Q3: 3,018 shares; 2025Q4: 4,140 shares; 2026Q1: 4,777 shares 4,777 $495K 0.01% +637 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,288 shares; 2024Q4: 7,175 shares; 2025Q1: 7,294 shares; 2025Q2: 6,679 shares; 2025Q3: 6,582 shares; 2025Q4: 5,875 shares; 2026Q1: 6,568 shares 6,568 $495K 0.01% +693 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,636 shares; 2026Q1: 10,636 shares 10,636 $494K 0.01% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 16,107 shares; 2025Q1: 18,537 shares; 2025Q2: 20,454 shares; 2025Q3: 21,280 shares; 2025Q4: 19,406 shares; 2026Q1: 20,677 shares 20,677 $490K 0.01% +1,271 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,492 shares; 2025Q1: 2,588 shares; 2025Q2: 2,363 shares; 2025Q3: 2,214 shares; 2025Q4: 2,064 shares; 2026Q1: 2,212 shares 2,212 $489K 0.01% +148 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,267 shares; 2024Q4: 7,149 shares; 2025Q1: 7,293 shares; 2025Q2: 9,350 shares; 2025Q3: 9,155 shares; 2025Q4: 8,938 shares; 2026Q1: 10,387 shares 10,387 $488K 0.01% +1,449 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: 593 shares; 2025Q3: 880 shares; 2025Q4: 1,463 shares; 2026Q1: 2,796 shares 2,796 $488K 0.01% +1,333 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 3,026 shares; 2025Q1: 2,245 shares; 2025Q2: 1,544 shares; 2025Q3: 1,545 shares; 2025Q4: 1,331 shares; 2026Q1: 1,326 shares 1,326 $487K 0.01% -5 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,773 shares; 2024Q4: 13,929 shares; 2025Q1: 13,449 shares; 2025Q2: 13,989 shares; 2025Q3: 4,284 shares; 2025Q4: 4,011 shares; 2026Q1: 5,185 shares 5,185 $484K 0.01% +1,174 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,983 shares; 2025Q1: 2,888 shares; 2025Q2: 2,675 shares; 2025Q3: 2,601 shares; 2025Q4: 2,873 shares; 2026Q1: 2,782 shares 2,782 $482K 0.01% -91 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,922 shares; 2025Q3: 16,422 shares; 2025Q4: 17,125 shares; 2026Q1: 17,135 shares 17,135 $482K 0.01% +10 Timeline DFAE 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: 16,596 shares; 2024Q4: 16,546 shares; 2025Q1: 16,005 shares; 2025Q2: 17,789 shares; 2025Q3: 17,818 shares; 2025Q4: 14,405 shares; 2026Q1: 14,210 shares 14,210 $481K 0.01% -195 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: 11,452 shares; 2024Q4: 14,890 shares; 2025Q1: 14,356 shares; 2025Q2: 15,102 shares; 2025Q3: 15,389 shares; 2025Q4: 16,910 shares; 2026Q1: 17,602 shares 17,602 $481K 0.01% +692 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: 18,806 shares; 2024Q4: 19,575 shares; 2025Q1: 72,885 shares; 2025Q2: 35,824 shares; 2025Q3: 26,566 shares; 2025Q4: 8,068 shares; 2026Q1: 8,617 shares 8,617 $481K 0.01% +549 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,416 shares; 2024Q4: 7,639 shares; 2025Q1: 7,674 shares; 2025Q2: 7,674 shares; 2025Q3: 9,641 shares; 2025Q4: 9,641 shares; 2026Q1: 9,641 shares 9,641 $480K 0.01% 0 Timeline RSPS INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,260 shares 16,260 $480K 0.01% new Timeline PKB 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: 36,479 shares; 2024Q4: 40,792 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,442 shares; 2025Q4: 2,690 shares; 2026Q1: 4,909 shares 4,909 $479K 0.01% +2,219 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 998 shares; 2026Q1: 1,698 shares 1,698 $478K 0.01% +700 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: 2,359 shares; 2025Q1: 2,757 shares; 2025Q2: 3,081 shares; 2025Q3: 3,206 shares; 2025Q4: 3,229 shares; 2026Q1: 3,403 shares 3,403 $477K 0.01% +174 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,931 shares; 2025Q4: 2,240 shares; 2026Q1: 1,932 shares 1,932 $477K 0.01% -308 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 10,829 shares; 2025Q1: 10,829 shares; 2025Q2: 10,829 shares; 2025Q3: 11,330 shares; 2025Q4: 11,330 shares; 2026Q1: 11,330 shares 11,330 $477K 0.01% 0 Timeline SPRE TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 10,483 shares; 2025Q1: 10,567 shares; 2025Q2: 10,878 shares; 2025Q3: 12,355 shares; 2025Q4: 12,592 shares; 2026Q1: 24,348 shares 24,348 $477K 0.01% +11,756 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,032 shares 9,032 $476K 0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,161 shares; 2025Q1: 2,415 shares; 2025Q2: 2,682 shares; 2025Q3: 2,606 shares; 2025Q4: 2,549 shares; 2026Q1: 3,256 shares 3,256 $476K 0.01% +707 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 4,019 shares; 2025Q1: 4,095 shares; 2025Q2: 4,125 shares; 2025Q3: 4,159 shares; 2025Q4: 4,255 shares; 2026Q1: 4,295 shares 4,295 $474K 0.01% +40 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,595 shares; 2024Q4: 133,557 shares; 2025Q1: 151,834 shares; 2025Q2: 142,880 shares; 2025Q3: 143,362 shares; 2025Q4: 130,041 shares; 2026Q1: 43,847 shares 43,847 $470K 0.01% -86,194 Timeline XMAY 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: 13,454 shares; 2024Q4: 13,454 shares; 2025Q1: 13,454 shares; 2025Q2: 13,454 shares; 2025Q3: 13,454 shares; 2025Q4: 13,454 shares; 2026Q1: 13,454 shares 13,454 $470K 0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,289 shares 10,289 $469K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,629 shares; 2025Q1: 1,615 shares; 2025Q2: 1,810 shares; 2025Q3: 2,137 shares; 2025Q4: 4,299 shares; 2026Q1: 4,301 shares 4,301 $469K 0.01% +2 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 3,233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,656 shares; 2025Q4: 1,863 shares; 2026Q1: 2,609 shares 2,609 $468K 0.01% +746 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,915 shares; 2026Q1: 24,385 shares 24,385 $467K 0.01% +1,470 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,395 shares; 2025Q4: 24,722 shares; 2026Q1: 24,517 shares 24,517 $466K 0.01% -205 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,397 shares; 2024Q4: 4,177 shares; 2025Q1: 4,574 shares; 2025Q2: 3,856 shares; 2025Q3: 3,587 shares; 2025Q4: 4,423 shares; 2026Q1: 6,420 shares 6,420 $466K 0.01% +1,997 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 15,421 shares; 2025Q1: 16,547 shares; 2025Q2: 18,631 shares; 2025Q3: 19,737 shares; 2025Q4: 20,395 shares; 2026Q1: 21,084 shares 21,084 $466K 0.01% +689 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: not reported; 2024Q4: not reported; 2025Q1: 5,672 shares; 2025Q2: 5,311 shares; 2025Q3: 5,968 shares; 2025Q4: 5,168 shares; 2026Q1: 7,932 shares 7,932 $464K 0.01% +2,764 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,219 shares; 2025Q1: 1,217 shares; 2025Q2: 1,262 shares; 2025Q3: 1,303 shares; 2025Q4: 1,462 shares; 2026Q1: 1,645 shares 1,645 $462K 0.01% +183 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,397 shares; 2024Q4: 2,439 shares; 2025Q1: 2,472 shares; 2025Q2: 2,726 shares; 2025Q3: 2,829 shares; 2025Q4: 2,940 shares; 2026Q1: 2,938 shares 2,938 $462K 0.01% -2 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,975 shares; 2026Q1: 13,500 shares 13,500 $462K 0.01% -475 Timeline SPYV 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: 6,023 shares; 2024Q4: 5,879 shares; 2025Q1: 5,382 shares; 2025Q2: 5,527 shares; 2025Q3: not reported; 2025Q4: 7,151 shares; 2026Q1: 8,114 shares 8,114 $459K 0.01% +963 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,602 shares; 2025Q3: 5,990 shares; 2025Q4: 7,579 shares; 2026Q1: 9,446 shares 9,446 $457K 0.01% +1,867 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT 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: 3,525 shares; 2025Q4: not reported; 2026Q1: 4,067 shares 4,067 $455K 0.01% new Timeline SLRC SLR INVESTMENT CORP More: the full row for SLR INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,938 shares; 2025Q2: not reported; 2025Q3: 30,063 shares; 2025Q4: 30,612 shares; 2026Q1: 31,734 shares 31,734 $454K 0.01% +1,122 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,105 shares; 2024Q4: 5,347 shares; 2025Q1: 3,608 shares; 2025Q2: 4,411 shares; 2025Q3: 3,594 shares; 2025Q4: 4,635 shares; 2026Q1: 4,719 shares 4,719 $453K 0.01% +84 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: not reported; 2025Q4: not reported; 2026Q1: 15,423 shares 15,423 $453K 0.01% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,173 shares; 2025Q1: 3,989 shares; 2025Q2: 2,679 shares; 2025Q3: 3,113 shares; 2025Q4: 3,751 shares; 2026Q1: 4,260 shares 4,260 $452K 0.01% +509 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 7,809 shares; 2025Q1: 7,665 shares; 2025Q2: 7,918 shares; 2025Q3: 7,708 shares; 2025Q4: 7,760 shares; 2026Q1: 7,591 shares 7,591 $450K 0.01% -169 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,605 shares; 2024Q4: 18,157 shares; 2025Q1: 18,968 shares; 2025Q2: 19,863 shares; 2025Q3: 25,700 shares; 2025Q4: 28,891 shares; 2026Q1: 30,965 shares 30,965 $448K 0.01% +2,074 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: 27,596 shares; 2024Q4: 28,694 shares; 2025Q1: 28,531 shares; 2025Q2: 28,428 shares; 2025Q3: 16,206 shares; 2025Q4: 11,529 shares; 2026Q1: 6,359 shares 6,359 $447K 0.01% -5,170 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,132 shares; 2025Q2: 20,093 shares; 2025Q3: 17,756 shares; 2025Q4: 8,012 shares; 2026Q1: 9,228 shares 9,228 $447K 0.01% +1,216 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 7,341 shares; 2025Q1: 9,308 shares; 2025Q2: 9,308 shares; 2025Q3: 9,573 shares; 2025Q4: 11,395 shares; 2026Q1: 11,496 shares 11,496 $447K 0.01% +101 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 3,578 shares; 2025Q1: 3,628 shares; 2025Q2: 2,660 shares; 2025Q3: 2,226 shares; 2025Q4: 2,221 shares; 2026Q1: 2,618 shares 2,618 $446K 0.01% +397 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: 10,461 shares; 2024Q4: 11,995 shares; 2025Q1: 12,998 shares; 2025Q2: not reported; 2025Q3: 4,973 shares; 2025Q4: 7,233 shares; 2026Q1: 11,108 shares 11,108 $446K 0.01% +3,875 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,191 shares; 2025Q1: 3,210 shares; 2025Q2: 3,397 shares; 2025Q3: 3,505 shares; 2025Q4: 3,861 shares; 2026Q1: 5,762 shares 5,762 $444K 0.01% +1,901 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,652 shares; 2024Q4: 10,168 shares; 2025Q1: 7,228 shares; 2025Q2: 5,392 shares; 2025Q3: 6,275 shares; 2025Q4: 7,003 shares; 2026Q1: 7,130 shares 7,130 $441K 0.01% +127 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,425 shares 2,425 $441K 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 2,552 shares; 2025Q1: 2,573 shares; 2025Q2: 2,863 shares; 2025Q3: 2,905 shares; 2025Q4: 2,697 shares; 2026Q1: 2,507 shares 2,507 $440K 0.01% -190 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,389 shares; 2024Q4: 6,705 shares; 2025Q1: 6,651 shares; 2025Q2: 7,260 shares; 2025Q3: 6,872 shares; 2025Q4: 6,860 shares; 2026Q1: 6,511 shares 6,511 $440K 0.01% -349 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,245 shares; 2024Q4: 11,168 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,855 shares; 2026Q1: 24,974 shares 24,974 $439K 0.01% +13,119 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,132 shares; 2024Q4: 2,579 shares; 2025Q1: 4,460 shares; 2025Q2: 5,625 shares; 2025Q3: 5,356 shares; 2025Q4: 7,688 shares; 2026Q1: 7,672 shares 7,672 $438K 0.01% -16 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,255 shares; 2026Q1: 10,485 shares 10,485 $437K 0.01% +230 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,756 shares; 2025Q1: 1,795 shares; 2025Q2: 1,646 shares; 2025Q3: 1,505 shares; 2025Q4: 1,509 shares; 2026Q1: 1,495 shares 1,495 $437K 0.01% -14 Timeline NUSC 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: 5,197 shares; 2024Q4: 5,055 shares; 2025Q1: 5,621 shares; 2025Q2: 7,859 shares; 2025Q3: 8,268 shares; 2025Q4: 8,092 shares; 2026Q1: 9,647 shares 9,647 $435K 0.01% +1,555 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,857 shares; 2024Q4: 21,883 shares; 2025Q1: 19,850 shares; 2025Q2: 18,933 shares; 2025Q3: 19,317 shares; 2025Q4: 16,464 shares; 2026Q1: 19,316 shares 19,316 $434K 0.01% +2,852 Timeline ULTI REX ETF TR More: the full row for REX 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: 35,250 shares 35,250 $431K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 6,403 shares; 2025Q1: 5,583 shares; 2025Q2: 4,367 shares; 2025Q3: 5,324 shares; 2025Q4: 4,563 shares; 2026Q1: 6,704 shares 6,704 $430K 0.01% +2,141 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433 shares; 2024Q4: 1,539 shares; 2025Q1: 1,637 shares; 2025Q2: 886 shares; 2025Q3: 698 shares; 2025Q4: not reported; 2026Q1: 2,127 shares 2,127 $430K 0.01% new Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,718 shares; 2025Q1: 30,136 shares; 2025Q2: 36,354 shares; 2025Q3: 36,354 shares; 2025Q4: 31,354 shares; 2026Q1: 31,354 shares 31,354 $430K 0.01% 0 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: 15,703 shares; 2024Q4: 22,128 shares; 2025Q1: 21,416 shares; 2025Q2: 21,473 shares; 2025Q3: 9,674 shares; 2025Q4: 9,380 shares; 2026Q1: 9,121 shares 9,121 $430K 0.01% -259 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: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 7,700 shares; 2025Q4: 9,955 shares; 2026Q1: 9,735 shares 9,735 $428K 0.01% -220 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,202 shares; 2024Q4: 4,854 shares; 2025Q1: 4,837 shares; 2025Q2: 4,837 shares; 2025Q3: 3,876 shares; 2025Q4: 3,876 shares; 2026Q1: 3,876 shares 3,876 $428K 0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,017 shares; 2025Q3: 6,762 shares; 2025Q4: 7,078 shares; 2026Q1: 4,548 shares 4,548 $427K 0.01% -2,530 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,482 shares 7,482 $427K 0.01% new 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: 3,657 shares; 2025Q3: 5,022 shares; 2025Q4: not reported; 2026Q1: 5,502 shares 5,502 $426K 0.01% new 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: 11,609 shares; 2024Q4: 8,375 shares; 2025Q1: 17,270 shares; 2025Q2: 18,498 shares; 2025Q3: 19,809 shares; 2025Q4: 19,273 shares; 2026Q1: 9,500 shares 9,500 $426K 0.01% -9,773 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,935 shares; 2026Q1: 6,830 shares 6,830 $425K 0.01% -105 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,868 shares; 2026Q1: 4,776 shares 4,776 $425K 0.01% +908 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 14,293 shares 14,293 $425K 0.01% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 482,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,226 shares; 2026Q1: 10,798 shares 10,798 $425K 0.01% -5,428 Timeline EGUS 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: 14,380 shares; 2025Q1: 14,380 shares; 2025Q2: 13,737 shares; 2025Q3: 13,730 shares; 2025Q4: 13,716 shares; 2026Q1: 8,888 shares 8,888 $424K 0.01% -4,828 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,007 shares; 2024Q4: 5,357 shares; 2025Q1: 5,157 shares; 2025Q2: 5,034 shares; 2025Q3: 5,035 shares; 2025Q4: 5,036 shares; 2026Q1: 5,616 shares 5,616 $424K 0.01% +580 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,451 shares; 2024Q4: 1,659 shares; 2025Q1: 1,486 shares; 2025Q2: 1,915 shares; 2025Q3: 1,970 shares; 2025Q4: 2,096 shares; 2026Q1: 1,884 shares 1,884 $423K 0.01% -212 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: not reported; 2025Q4: 1,330 shares; 2026Q1: 1,995 shares 1,995 $423K 0.01% +665 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,591 shares 3,591 $422K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,828 shares; 2025Q3: 4,596 shares; 2025Q4: 5,115 shares; 2026Q1: 6,240 shares 6,240 $419K 0.01% +1,125 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS 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: 3,399 shares; 2025Q3: 10,002 shares; 2025Q4: 4,627 shares; 2026Q1: 2,920 shares 2,920 $418K 0.01% -1,707 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,067 shares; 2025Q2: 807 shares; 2025Q3: 1,212 shares; 2025Q4: 1,357 shares; 2026Q1: 1,565 shares 1,565 $418K 0.01% +208 Timeline SUB 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: 3,126 shares; 2025Q3: 3,109 shares; 2025Q4: 3,107 shares; 2026Q1: 3,921 shares 3,921 $418K 0.01% +814 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,016 shares; 2024Q4: 3,381 shares; 2025Q1: 3,809 shares; 2025Q2: 4,220 shares; 2025Q3: 4,584 shares; 2025Q4: 4,457 shares; 2026Q1: 4,452 shares 4,452 $415K 0.01% -5 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,640 shares; 2024Q4: 8,424 shares; 2025Q1: 8,292 shares; 2025Q2: 7,707 shares; 2025Q3: 7,241 shares; 2025Q4: 7,230 shares; 2026Q1: 7,256 shares 7,256 $414K 0.01% +26 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,778 shares; 2025Q1: 4,716 shares; 2025Q2: 4,585 shares; 2025Q3: 4,554 shares; 2025Q4: 4,790 shares; 2026Q1: 5,042 shares 5,042 $412K 0.01% +252 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: 9,028 shares; 2024Q4: 8,809 shares; 2025Q1: 4,640 shares; 2025Q2: 4,979 shares; 2025Q3: 5,029 shares; 2025Q4: 4,773 shares; 2026Q1: 6,959 shares 6,959 $411K 0.01% +2,186 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: 52,953 shares; 2024Q4: 56,764 shares; 2025Q1: 25,807 shares; 2025Q2: 24,970 shares; 2025Q3: 26,935 shares; 2025Q4: 23,521 shares; 2026Q1: 23,877 shares 23,877 $409K 0.01% +356 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: not reported; 2024Q4: 2,542 shares; 2025Q1: 2,604 shares; 2025Q2: 2,601 shares; 2025Q3: 4,215 shares; 2025Q4: 4,214 shares; 2026Q1: 4,216 shares 4,216 $407K 0.01% +2 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,418 shares; 2024Q4: 249,903 shares; 2025Q1: 239,701 shares; 2025Q2: 191,661 shares; 2025Q3: 149,131 shares; 2025Q4: 112,860 shares; 2026Q1: 37,864 shares 37,864 $407K 0.01% -74,996 Timeline FMF 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: 6,399 shares; 2024Q4: 6,810 shares; 2025Q1: 7,296 shares; 2025Q2: 7,912 shares; 2025Q3: 8,136 shares; 2025Q4: 8,123 shares; 2026Q1: 8,028 shares 8,028 $406K 0.01% -95 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,543 shares; 2025Q4: 21,035 shares; 2026Q1: 20,559 shares 20,559 $403K 0.01% -476 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,253 shares; 2025Q3: 5,841 shares; 2025Q4: 8,529 shares; 2026Q1: 7,927 shares 7,927 $402K 0.01% -602 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359 shares; 2024Q4: 368 shares; 2025Q1: 336 shares; 2025Q2: 349 shares; 2025Q3: 374 shares; 2025Q4: 349 shares; 2026Q1: 318 shares 318 $401K 0.01% -31 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 5,679 shares; 2025Q1: 4,529 shares; 2025Q2: 4,818 shares; 2025Q3: 4,692 shares; 2025Q4: 4,582 shares; 2026Q1: 4,891 shares 4,891 $401K 0.01% +309 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: 9,432 shares; 2024Q4: 10,331 shares; 2025Q1: 9,550 shares; 2025Q2: 9,038 shares; 2025Q3: 8,905 shares; 2025Q4: 8,772 shares; 2026Q1: 8,643 shares 8,643 $401K 0.01% -129 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,533 shares; 2025Q2: 1,679 shares; 2025Q3: 1,938 shares; 2025Q4: 1,930 shares; 2026Q1: 2,573 shares 2,573 $400K 0.01% +643 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: 4,415 shares; 2025Q1: 5,645 shares; 2025Q2: 6,295 shares; 2025Q3: 6,525 shares; 2025Q4: 6,782 shares; 2026Q1: 5,832 shares 5,832 $398K 0.01% -950 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,466 shares; 2025Q3: 3,122 shares; 2025Q4: 3,905 shares; 2026Q1: 3,283 shares 3,283 $397K 0.01% -622 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,471 shares; 2024Q4: not reported; 2025Q1: 21,356 shares; 2025Q2: 22,068 shares; 2025Q3: 9,493 shares; 2025Q4: 11,187 shares; 2026Q1: 10,786 shares 10,786 $396K 0.01% -401 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE 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: 10,269 shares; 2025Q3: 10,259 shares; 2025Q4: 8,244 shares; 2026Q1: 10,658 shares 10,658 $396K 0.01% +2,414 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,964 shares; 2025Q1: 5,377 shares; 2025Q2: 5,178 shares; 2025Q3: 3,223 shares; 2025Q4: 2,826 shares; 2026Q1: 3,598 shares 3,598 $395K 0.01% +772 Timeline SCHZ 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: 74,953 shares; 2024Q4: 148,714 shares; 2025Q1: 30,363 shares; 2025Q2: 16,658 shares; 2025Q3: 17,025 shares; 2025Q4: 17,577 shares; 2026Q1: 16,966 shares 16,966 $394K 0.01% -611 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: 4,493 shares; 2024Q4: 4,512 shares; 2025Q1: 4,700 shares; 2025Q2: 4,696 shares; 2025Q3: 4,696 shares; 2025Q4: 3,071 shares; 2026Q1: 3,071 shares 3,071 $394K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,049 shares; 2025Q4: 1,070 shares; 2026Q1: 1,036 shares 1,036 $393K 0.01% -34 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: 21,825 shares; 2024Q4: 23,586 shares; 2025Q1: 12,775 shares; 2025Q2: 12,819 shares; 2025Q3: 15,626 shares; 2025Q4: 8,825 shares; 2026Q1: 10,565 shares 10,565 $393K 0.01% +1,740 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: 8,737 shares; 2024Q4: 4,321 shares; 2025Q1: 4,316 shares; 2025Q2: 4,037 shares; 2025Q3: 4,895 shares; 2025Q4: 3,222 shares; 2026Q1: 3,343 shares 3,343 $393K 0.01% +121 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,949 shares; 2024Q4: 6,069 shares; 2025Q1: 4,373 shares; 2025Q2: 4,549 shares; 2025Q3: 4,467 shares; 2025Q4: 4,476 shares; 2026Q1: 4,251 shares 4,251 $393K 0.01% -225 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 9,038 shares; 2025Q1: 9,813 shares; 2025Q2: 10,270 shares; 2025Q3: 9,829 shares; 2025Q4: 9,262 shares; 2026Q1: 7,946 shares 7,946 $393K 0.01% -1,316 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: 11,826 shares; 2024Q4: 14,351 shares; 2025Q1: 14,612 shares; 2025Q2: 15,108 shares; 2025Q3: 15,266 shares; 2025Q4: 15,984 shares; 2026Q1: 18,513 shares 18,513 $392K 0.01% +2,529 Timeline FIIG 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: 14,794 shares; 2024Q4: 16,289 shares; 2025Q1: 16,891 shares; 2025Q2: 18,603 shares; 2025Q3: 18,566 shares; 2025Q4: 18,648 shares; 2026Q1: 18,855 shares 18,855 $391K 0.01% +207 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,531 shares; 2025Q2: 9,067 shares; 2025Q3: 9,067 shares; 2025Q4: 9,285 shares; 2026Q1: 9,382 shares 9,382 $389K 0.01% +97 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,770 shares; 2025Q1: 4,770 shares; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares; 2026Q1: 3,607 shares 3,607 $387K 0.01% -1,163 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,850 shares; 2025Q1: 4,487 shares; 2025Q2: 4,378 shares; 2025Q3: 4,252 shares; 2025Q4: 2,902 shares; 2026Q1: 4,200 shares 4,200 $387K 0.01% +1,298 Timeline PIT 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: 5,343 shares 5,343 $387K 0.01% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,238 shares; 2024Q4: 21,666 shares; 2025Q1: 12,024 shares; 2025Q2: 9,219 shares; 2025Q3: 9,283 shares; 2025Q4: 9,302 shares; 2026Q1: 8,833 shares 8,833 $385K 0.01% -469 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,110 shares; 2026Q1: 9,443 shares 9,443 $385K 0.01% +333 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,712 shares; 2025Q3: 8,712 shares; 2025Q4: 8,798 shares; 2026Q1: 8,973 shares 8,973 $383K 0.01% +175 Timeline QMAG 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: 16,494 shares; 2024Q4: 16,494 shares; 2025Q1: 16,494 shares; 2025Q2: 16,494 shares; 2025Q3: 16,494 shares; 2025Q4: 16,494 shares; 2026Q1: 16,494 shares 16,494 $382K 0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,887 shares; 2024Q4: 18,176 shares; 2025Q1: 15,224 shares; 2025Q2: 11,269 shares; 2025Q3: 12,384 shares; 2025Q4: 14,283 shares; 2026Q1: 16,981 shares 16,981 $382K 0.01% +2,698 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: not reported; 2025Q1: 3,786 shares; 2025Q2: 4,839 shares; 2025Q3: 5,042 shares; 2025Q4: 4,379 shares; 2026Q1: 5,490 shares 5,490 $381K 0.01% +1,111 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,447 shares; 2024Q4: 15,259 shares; 2025Q1: 15,205 shares; 2025Q2: 16,428 shares; 2025Q3: 15,687 shares; 2025Q4: 15,629 shares; 2026Q1: 15,447 shares 15,447 $381K 0.01% -182 Timeline LBAY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,934 shares; 2024Q4: 14,586 shares; 2025Q1: 14,591 shares; 2025Q2: 13,479 shares; 2025Q3: 13,485 shares; 2025Q4: 14,066 shares; 2026Q1: 13,653 shares 13,653 $380K 0.01% -413 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,927 shares; 2025Q3: 10,185 shares; 2025Q4: 10,433 shares; 2026Q1: 10,632 shares 10,632 $380K 0.01% +199 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 4,451 shares; 2025Q1: 4,352 shares; 2025Q2: 4,477 shares; 2025Q3: 5,442 shares; 2025Q4: 5,189 shares; 2026Q1: 5,058 shares 5,058 $380K 0.01% -131 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: 10,164 shares; 2024Q4: 10,202 shares; 2025Q1: 11,976 shares; 2025Q2: 9,402 shares; 2025Q3: 9,091 shares; 2025Q4: 8,213 shares; 2026Q1: 7,625 shares 7,625 $379K 0.01% -588 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 2,528 shares; 2025Q2: 2,687 shares; 2025Q3: 2,232 shares; 2025Q4: 2,565 shares; 2026Q1: 2,331 shares 2,331 $378K 0.01% -234 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,984 shares; 2025Q1: 2,975 shares; 2025Q2: 2,950 shares; 2025Q3: 3,378 shares; 2025Q4: 2,969 shares; 2026Q1: 2,052 shares 2,052 $378K 0.01% -917 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,352 shares 8,352 $376K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,971 shares; 2024Q4: 3,628 shares; 2025Q1: 3,649 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,136 shares 5,136 $376K 0.01% new 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: 554 shares; 2024Q4: 545 shares; 2025Q1: not reported; 2025Q2: 566 shares; 2025Q3: 561 shares; 2025Q4: 575 shares; 2026Q1: 763 shares 763 $374K 0.01% +188 Timeline ILDR 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: 12,555 shares 12,555 $374K 0.01% new Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP 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: 28,209 shares; 2025Q4: 37,038 shares; 2026Q1: 37,996 shares 37,996 $372K 0.01% +958 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,885 shares; 2025Q4: 7,632 shares; 2026Q1: 7,807 shares 7,807 $371K 0.01% +175 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,177 shares; 2025Q1: 2,977 shares; 2025Q2: 4,215 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,169 shares 5,169 $370K 0.01% new Timeline