BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,894 shares; 2024Q4: 55,119 shares; 2025Q1: 56,272 shares; 2025Q2: 60,907 shares; 2025Q3: 61,310 shares; 2025Q4: 61,684 shares; 2026Q1: 67,643 shares 67,643 $1.6M 0.01% +5,959 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,462 shares; 2024Q4: 56,919 shares; 2025Q1: 55,955 shares; 2025Q2: 34,317 shares; 2025Q3: 34,035 shares; 2025Q4: 33,992 shares; 2026Q1: 33,892 shares 33,892 $1.56M 0.01% -100 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 11,821 shares; 2025Q1: 11,817 shares; 2025Q2: 11,817 shares; 2025Q3: 11,817 shares; 2025Q4: 11,817 shares; 2026Q1: 11,809 shares 11,809 $1.56M 0.01% -8 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: 9,004 shares; 2025Q1: 11,016 shares; 2025Q2: 11,213 shares; 2025Q3: 12,328 shares; 2025Q4: 12,646 shares; 2026Q1: 13,027 shares 13,027 $1.55M 0.01% +381 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,674 shares; 2024Q4: 5,067 shares; 2025Q1: 15,502 shares; 2025Q2: 35,333 shares; 2025Q3: 34,859 shares; 2025Q4: 34,197 shares; 2026Q1: 33,943 shares 33,943 $1.54M 0.01% -254 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: 4,806 shares; 2024Q4: 13,778 shares; 2025Q1: 17,207 shares; 2025Q2: 21,947 shares; 2025Q3: 25,070 shares; 2025Q4: 24,183 shares; 2026Q1: 21,469 shares 21,469 $1.53M 0.01% -2,714 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,585 shares; 2024Q4: 8,783 shares; 2025Q1: 8,838 shares; 2025Q2: 8,054 shares; 2025Q3: 7,798 shares; 2025Q4: 8,184 shares; 2026Q1: 6,053 shares 6,053 $1.5M 0.01% -2,131 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: 491 shares; 2024Q4: 8,275 shares; 2025Q1: 9,384 shares; 2025Q2: 9,859 shares; 2025Q3: 9,687 shares; 2025Q4: 15,656 shares; 2026Q1: 16,851 shares 16,851 $1.49M 0.01% +1,195 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 27,216 shares; 2026Q1: 26,047 shares 26,047 $1.48M 0.01% -1,169 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: not reported; 2025Q1: 2,322 shares; 2025Q2: 4,379 shares; 2025Q3: 5,564 shares; 2025Q4: 4,204 shares; 2026Q1: 5,250 shares 5,250 $1.48M 0.01% +1,046 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: 901 shares; 2024Q4: 8,777 shares; 2025Q1: 10,261 shares; 2025Q2: 9,577 shares; 2025Q3: 9,008 shares; 2025Q4: 9,097 shares; 2026Q1: 8,607 shares 8,607 $1.47M 0.01% -490 Timeline IUSB 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: 66,911 shares; 2024Q4: 457,535 shares; 2025Q1: 459,974 shares; 2025Q2: 329,196 shares; 2025Q3: 32,391 shares; 2025Q4: 91,190 shares; 2026Q1: 31,831 shares 31,831 $1.47M 0.01% -59,359 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: 3,932 shares; 2024Q4: 3,212 shares; 2025Q1: 2,401 shares; 2025Q2: 9,395 shares; 2025Q3: 11,251 shares; 2025Q4: 13,131 shares; 2026Q1: 12,370 shares 12,370 $1.47M 0.01% -761 Timeline AGG 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: 13,925 shares; 2024Q4: 23,927 shares; 2025Q1: 22,847 shares; 2025Q2: 25,218 shares; 2025Q3: 11,872 shares; 2025Q4: 10,946 shares; 2026Q1: 14,700 shares 14,700 $1.46M 0.01% +3,754 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,462 shares; 2024Q4: 55,810 shares; 2025Q1: 50,535 shares; 2025Q2: 51,228 shares; 2025Q3: 50,980 shares; 2025Q4: 50,087 shares; 2026Q1: 44,064 shares 44,064 $1.45M 0.01% -6,023 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583 shares; 2024Q4: 2,086 shares; 2025Q1: 2,243 shares; 2025Q2: 3,036 shares; 2025Q3: 2,552 shares; 2025Q4: 2,605 shares; 2026Q1: 2,403 shares 2,403 $1.41M 0.01% -202 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,886 shares; 2024Q4: 40,231 shares; 2025Q1: 34,438 shares; 2025Q2: 40,970 shares; 2025Q3: 39,433 shares; 2025Q4: 25,904 shares; 2026Q1: 28,569 shares 28,569 $1.41M 0.01% +2,665 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,806 shares; 2026Q1: 26,806 shares 26,806 $1.41M 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 6,950 shares; 2025Q1: 8,181 shares; 2025Q2: 6,919 shares; 2025Q3: 6,932 shares; 2025Q4: 6,881 shares; 2026Q1: 5,400 shares 5,400 $1.41M 0.01% -1,481 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,963 shares; 2024Q4: 30,996 shares; 2025Q1: 26,869 shares; 2025Q2: 26,576 shares; 2025Q3: 26,467 shares; 2025Q4: 27,002 shares; 2026Q1: 24,354 shares 24,354 $1.4M 0.01% -2,648 Timeline APRB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,570 shares; 2026Q1: 55,213 shares 55,213 $1.39M 0.01% +13,643 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: 5,578 shares; 2024Q4: 6,134 shares; 2025Q1: 7,509 shares; 2025Q2: 7,758 shares; 2025Q3: 11,377 shares; 2025Q4: 13,116 shares; 2026Q1: 12,256 shares 12,256 $1.39M 0.01% -860 Timeline BUFG 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: 70,027 shares; 2024Q4: 66,059 shares; 2025Q1: 62,148 shares; 2025Q2: 60,315 shares; 2025Q3: 55,263 shares; 2025Q4: 54,413 shares; 2026Q1: 51,547 shares 51,547 $1.38M 0.01% -2,866 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,979 shares; 2024Q4: 14,552 shares; 2025Q1: 13,270 shares; 2025Q2: 12,918 shares; 2025Q3: 20,202 shares; 2025Q4: 19,339 shares; 2026Q1: 18,865 shares 18,865 $1.38M 0.01% -474 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,188 shares; 2024Q4: 47,634 shares; 2025Q1: 32,093 shares; 2025Q2: 31,910 shares; 2025Q3: 31,938 shares; 2025Q4: 32,150 shares; 2026Q1: 25,290 shares 25,290 $1.38M 0.01% -6,860 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,129 shares; 2024Q4: 13,717 shares; 2025Q1: 13,306 shares; 2025Q2: 18,828 shares; 2025Q3: 14,544 shares; 2025Q4: 15,886 shares; 2026Q1: 13,977 shares 13,977 $1.38M 0.01% -1,909 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: 19,267 shares; 2024Q4: 19,389 shares; 2025Q1: 19,796 shares; 2025Q2: 19,653 shares; 2025Q3: not reported; 2025Q4: 21,512 shares; 2026Q1: 21,420 shares 21,420 $1.37M 0.01% -92 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: 3,673 shares; 2024Q4: 13,724 shares; 2025Q1: 14,651 shares; 2025Q2: 14,766 shares; 2025Q3: 11,857 shares; 2025Q4: 10,235 shares; 2026Q1: 8,686 shares 8,686 $1.37M 0.01% -1,549 Timeline OCTB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,547 shares; 2026Q1: 54,314 shares 54,314 $1.36M 0.01% +7,767 Timeline IDEV 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: 1,657,830 shares; 2024Q4: 1,917,437 shares; 2025Q1: 2,272,838 shares; 2025Q2: 778,922 shares; 2025Q3: 783,503 shares; 2025Q4: 4,978 shares; 2026Q1: 16,286 shares 16,286 $1.36M 0.01% +11,308 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 13,589 shares; 2025Q1: 18,158 shares; 2025Q2: 18,007 shares; 2025Q3: 18,523 shares; 2025Q4: 14,864 shares; 2026Q1: 13,982 shares 13,982 $1.35M 0.01% -882 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: 6,274 shares; 2024Q4: 26,985 shares; 2025Q1: 12,327 shares; 2025Q2: 12,347 shares; 2025Q3: 16,004 shares; 2025Q4: 16,410 shares; 2026Q1: 17,118 shares 17,118 $1.35M 0.01% +708 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: 1,919 shares; 2024Q4: 3,796 shares; 2025Q1: 3,694 shares; 2025Q2: 3,982 shares; 2025Q3: 2,567 shares; 2025Q4: 3,370 shares; 2026Q1: 6,363 shares 6,363 $1.34M 0.01% +2,993 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: 3,562 shares; 2024Q4: 4,057 shares; 2025Q1: 3,885 shares; 2025Q2: 4,223 shares; 2025Q3: 4,200 shares; 2025Q4: 4,401 shares; 2026Q1: 7,950 shares 7,950 $1.34M 0.01% +3,549 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 862 shares; 2025Q1: 898 shares; 2025Q2: 954 shares; 2025Q3: 969 shares; 2025Q4: 2,713 shares; 2026Q1: 2,720 shares 2,720 $1.29M 0.01% +7 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,638 shares; 2024Q4: 34,003 shares; 2025Q1: 23,450 shares; 2025Q2: 24,930 shares; 2025Q3: 23,263 shares; 2025Q4: 26,382 shares; 2026Q1: 27,234 shares 27,234 $1.28M 0.01% +852 Timeline BSMR 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: 41,391 shares; 2024Q4: 41,391 shares; 2025Q1: 42,479 shares; 2025Q2: 42,784 shares; 2025Q3: 43,082 shares; 2025Q4: 43,361 shares; 2026Q1: 54,083 shares 54,083 $1.28M 0.01% +10,722 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,298 shares; 2025Q2: 13,257 shares; 2025Q3: 14,453 shares; 2025Q4: 21,472 shares; 2026Q1: 25,748 shares 25,748 $1.27M 0.01% +4,276 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,732 shares; 2024Q4: 5,348 shares; 2025Q1: 2,762 shares; 2025Q2: 2,802 shares; 2025Q3: 6,915 shares; 2025Q4: 7,953 shares; 2026Q1: 7,743 shares 7,743 $1.27M 0.01% -210 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: 3,768 shares; 2024Q4: 4,880 shares; 2025Q1: 8,021 shares; 2025Q2: 9,449 shares; 2025Q3: 7,636 shares; 2025Q4: 8,429 shares; 2026Q1: 9,285 shares 9,285 $1.26M 0.01% +856 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,309 shares; 2024Q4: 11,151 shares; 2025Q1: 12,718 shares; 2025Q2: 12,485 shares; 2025Q3: 11,168 shares; 2025Q4: 12,793 shares; 2026Q1: 9,558 shares 9,558 $1.25M 0.01% -3,235 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,743 shares; 2025Q1: 1,649 shares; 2025Q2: 1,663 shares; 2025Q3: 1,810 shares; 2025Q4: 1,835 shares; 2026Q1: 1,711 shares 1,711 $1.25M 0.01% -124 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: 6,397 shares; 2024Q4: 6,562 shares; 2025Q1: 6,583 shares; 2025Q2: 6,464 shares; 2025Q3: 6,465 shares; 2025Q4: 6,442 shares; 2026Q1: 6,443 shares 6,443 $1.22M 0.01% +1 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: 2,072 shares; 2024Q4: 4,073 shares; 2025Q1: 3,979 shares; 2025Q2: 5,731 shares; 2025Q3: 4,370 shares; 2025Q4: 4,318 shares; 2026Q1: 5,824 shares 5,824 $1.2M 0.01% +1,506 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,380 shares; 2025Q1: 15,529 shares; 2025Q2: 24,111 shares; 2025Q3: 28,100 shares; 2025Q4: 29,950 shares; 2026Q1: 45,928 shares 45,928 $1.2M 0.01% +15,978 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: not reported; 2024Q4: 276 shares; 2025Q1: 7,838 shares; 2025Q2: 26,037 shares; 2025Q3: 25,488 shares; 2025Q4: 25,141 shares; 2026Q1: 25,481 shares 25,481 $1.2M 0.01% +340 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: 5,665 shares; 2024Q4: 7,464 shares; 2025Q1: 7,975 shares; 2025Q2: 8,064 shares; 2025Q3: 15,142 shares; 2025Q4: 16,746 shares; 2026Q1: 16,526 shares 16,526 $1.2M 0.01% -220 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,440 shares; 2024Q4: 11,516 shares; 2025Q1: 13,542 shares; 2025Q2: 15,468 shares; 2025Q3: 14,425 shares; 2025Q4: 15,627 shares; 2026Q1: 12,519 shares 12,519 $1.15M 0.01% -3,108 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,578 shares; 2025Q4: 47,131 shares; 2026Q1: 47,401 shares 47,401 $1.15M 0.01% +270 Timeline JULB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,458 shares; 2026Q1: 45,458 shares 45,458 $1.14M 0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 14,152 shares; 2025Q1: 13,637 shares; 2025Q2: 12,957 shares; 2025Q3: 11,646 shares; 2025Q4: 11,237 shares; 2026Q1: 11,277 shares 11,277 $1.13M 0.01% +40 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 8,751 shares; 2025Q1: 10,095 shares; 2025Q2: 9,490 shares; 2025Q3: 9,407 shares; 2025Q4: 9,577 shares; 2026Q1: 6,582 shares 6,582 $1.13M 0.01% -2,995 Timeline ACYN 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: not reported; 2025Q4: not reported; 2026Q1: 54,407 shares 54,407 $1.11M 0.01% new 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: not reported; 2024Q4: 1,542 shares; 2025Q1: 1,704 shares; 2025Q2: 3,805 shares; 2025Q3: 4,712 shares; 2025Q4: 5,423 shares; 2026Q1: 5,419 shares 5,419 $1.1M 0.01% -4 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,253 shares; 2024Q4: 2,505 shares; 2025Q1: 2,408 shares; 2025Q2: 2,410 shares; 2025Q3: 2,411 shares; 2025Q4: 2,436 shares; 2026Q1: 2,371 shares 2,371 $1.1M 0.01% -65 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,665 shares; 2024Q4: 8,262 shares; 2025Q1: 8,542 shares; 2025Q2: 11,405 shares; 2025Q3: 11,492 shares; 2025Q4: 11,998 shares; 2026Q1: 9,192 shares 9,192 $1.09M 0.01% -2,806 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,105 shares; 2025Q4: 20,105 shares; 2026Q1: 23,148 shares 23,148 $1.08M 0.01% +3,043 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,170 shares; 2024Q4: 25,928 shares; 2025Q1: 23,741 shares; 2025Q2: 23,687 shares; 2025Q3: 22,892 shares; 2025Q4: 28,376 shares; 2026Q1: 22,477 shares 22,477 $1.08M 0.01% -5,899 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,521 shares; 2026Q1: 28,402 shares 28,402 $1.08M 0.01% +6,881 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: 3,548 shares; 2025Q1: 3,885 shares; 2025Q2: 4,013 shares; 2025Q3: 3,772 shares; 2025Q4: 5,350 shares; 2026Q1: 5,289 shares 5,289 $1.07M 0.01% -61 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,606 shares; 2024Q4: 14,521 shares; 2025Q1: 9,362 shares; 2025Q2: 11,479 shares; 2025Q3: 8,353 shares; 2025Q4: 8,947 shares; 2026Q1: 11,540 shares 11,540 $1.07M 0.01% +2,593 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,820 shares; 2025Q1: 18,827 shares; 2025Q2: 18,873 shares; 2025Q3: 13,873 shares; 2025Q4: 13,958 shares; 2026Q1: 20,313 shares 20,313 $1.07M 0.01% +6,355 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: 3,512 shares; 2024Q4: 2,166 shares; 2025Q1: 2,123 shares; 2025Q2: 2,285 shares; 2025Q3: 2,323 shares; 2025Q4: 1,664 shares; 2026Q1: 9,683 shares 9,683 $1.07M 0.01% +8,019 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: not reported; 2024Q4: 3,055 shares; 2025Q1: 5,117 shares; 2025Q2: 8,506 shares; 2025Q3: 8,596 shares; 2025Q4: 10,080 shares; 2026Q1: 11,106 shares 11,106 $1.07M 0.01% +1,026 Timeline XNOV 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 28,300 shares; 2026Q1: 28,300 shares 28,300 $1.06M 0.01% 0 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: 3,380 shares; 2024Q4: 5,863 shares; 2025Q1: 6,376 shares; 2025Q2: 5,848 shares; 2025Q3: 137,162 shares; 2025Q4: 6,407 shares; 2026Q1: 6,544 shares 6,544 $1.06M 0.01% +137 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,995 shares; 2025Q2: 12,929 shares; 2025Q3: 16,051 shares; 2025Q4: 16,657 shares; 2026Q1: 19,774 shares 19,774 $1.06M 0.01% +3,117 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 4,286 shares; 2025Q1: 4,318 shares; 2025Q2: 3,543 shares; 2025Q3: 5,227 shares; 2025Q4: 5,473 shares; 2026Q1: 3,732 shares 3,732 $1.04M 0.01% -1,741 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,833 shares; 2025Q2: 1,817 shares; 2025Q3: 2,656 shares; 2025Q4: 2,786 shares; 2026Q1: 6,427 shares 6,427 $1.04M 0.01% +3,641 Timeline VRIG 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: 2,331 shares; 2025Q3: 6,101 shares; 2025Q4: 50,734 shares; 2026Q1: 41,406 shares 41,406 $1.04M 0.01% -9,328 Timeline XLV 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: 7,591 shares; 2024Q4: 11,033 shares; 2025Q1: 10,356 shares; 2025Q2: 6,931 shares; 2025Q3: 6,430 shares; 2025Q4: 7,432 shares; 2026Q1: 6,983 shares 6,983 $1.02M 0.01% -449 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,714 shares; 2025Q3: 14,083 shares; 2025Q4: 16,833 shares; 2026Q1: 21,335 shares 21,335 $1.02M 0.01% +4,502 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,894 shares; 2025Q1: 10,669 shares; 2025Q2: 12,219 shares; 2025Q3: 17,326 shares; 2025Q4: 18,936 shares; 2026Q1: 18,896 shares 18,896 $1.02M 0.01% -40 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 167 shares; 2025Q1: 307 shares; 2025Q2: 440 shares; 2025Q3: 580 shares; 2025Q4: 541 shares; 2026Q1: 587 shares 587 $1.01M 0.01% +46 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,302 shares; 2024Q4: 235,561 shares; 2025Q1: 236,426 shares; 2025Q2: 259,484 shares; 2025Q3: 253,135 shares; 2025Q4: 208,871 shares; 2026Q1: 35,333 shares 35,333 $1.01M 0.01% -173,538 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 6,345 shares; 2025Q1: 6,852 shares; 2025Q2: 6,861 shares; 2025Q3: 6,867 shares; 2025Q4: 7,256 shares; 2026Q1: 8,105 shares 8,105 $1.01M 0.01% +849 Timeline TRPA HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,705 shares; 2026Q1: 26,080 shares 26,080 $1.01M 0.01% -5,625 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: 8,596 shares; 2025Q4: 10,417 shares; 2026Q1: 12,357 shares 12,357 $1.01M 0.01% +1,940 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,580 shares; 2024Q4: 51,955 shares; 2025Q1: 50,180 shares; 2025Q2: 48,095 shares; 2025Q3: 47,025 shares; 2025Q4: 45,650 shares; 2026Q1: 40,575 shares 40,575 $1.01M 0.01% -5,075 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: 9,622 shares; 2024Q4: 23,902 shares; 2025Q1: 206,405 shares; 2025Q2: 11,127 shares; 2025Q3: 14,866 shares; 2025Q4: 16,894 shares; 2026Q1: 25,357 shares 25,357 $989K 0.01% +8,463 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: 2,544 shares; 2024Q4: 3,228 shares; 2025Q1: 3,406 shares; 2025Q2: 3,223 shares; 2025Q3: 5,405 shares; 2025Q4: 4,798 shares; 2026Q1: 6,298 shares 6,298 $979K 0.01% +1,500 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,599 shares; 2025Q1: 1,586 shares; 2025Q2: 1,513 shares; 2025Q3: 1,502 shares; 2025Q4: 1,663 shares; 2026Q1: 1,264 shares 1,264 $977K 0.01% -399 Timeline CGW 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: 120 shares; 2024Q4: 61,607 shares; 2025Q1: 52,730 shares; 2025Q2: 18,213 shares; 2025Q3: 15,918 shares; 2025Q4: 15,272 shares; 2026Q1: 15,269 shares 15,269 $976K 0.01% -3 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 8,785 shares; 2025Q1: 8,390 shares; 2025Q2: 8,733 shares; 2025Q3: 8,493 shares; 2025Q4: 8,520 shares; 2026Q1: 8,891 shares 8,891 $972K 0.01% +371 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 3,203 shares; 2025Q3: 5,069 shares; 2025Q4: 5,775 shares; 2026Q1: 6,358 shares 6,358 $970K 0.01% +583 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 1,446 shares; 2025Q1: 1,441 shares; 2025Q2: 1,348 shares; 2025Q3: 1,332 shares; 2025Q4: 1,587 shares; 2026Q1: 1,571 shares 1,571 $969K 0.01% -16 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: 3,944 shares; 2024Q4: 8,878 shares; 2025Q1: 12,532 shares; 2025Q2: 18,072 shares; 2025Q3: 14,143 shares; 2025Q4: 15,827 shares; 2026Q1: 14,509 shares 14,509 $962K 0.01% -1,318 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,858 shares; 2025Q1: 19,520 shares; 2025Q2: 15,163 shares; 2025Q3: 13,177 shares; 2025Q4: 12,688 shares; 2026Q1: 13,180 shares 13,180 $959K 0.01% +492 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273 shares; 2024Q4: 461 shares; 2025Q1: 810 shares; 2025Q2: 1,060 shares; 2025Q3: 1,183 shares; 2025Q4: 1,321 shares; 2026Q1: 875 shares 875 $954K 0.01% -446 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: 2,173 shares; 2024Q4: 3,557 shares; 2025Q1: 5,448 shares; 2025Q2: 8,168 shares; 2025Q3: 10,414 shares; 2025Q4: 11,318 shares; 2026Q1: 10,202 shares 10,202 $952K 0.01% -1,116 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: 1,785 shares; 2025Q1: 3,136 shares; 2025Q2: 5,666 shares; 2025Q3: 6,733 shares; 2025Q4: 5,449 shares; 2026Q1: 5,994 shares 5,994 $932K 0.01% +545 Timeline FMUB 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: 17,022 shares; 2025Q4: 17,559 shares; 2026Q1: 17,757 shares 17,757 $899K 0.01% +198 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: 2,132 shares; 2025Q1: 3,866 shares; 2025Q2: 6,479 shares; 2025Q3: 8,113 shares; 2025Q4: 7,398 shares; 2026Q1: 7,604 shares 7,604 $898K 0.01% +206 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 2,024 shares; 2025Q1: 3,061 shares; 2025Q2: 3,188 shares; 2025Q3: 3,185 shares; 2025Q4: 3,118 shares; 2026Q1: 3,108 shares 3,108 $891K 0.01% -10 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: 20,327 shares; 2024Q4: 29,096 shares; 2025Q1: 30,969 shares; 2025Q2: 31,384 shares; 2025Q3: 25,352 shares; 2025Q4: 25,177 shares; 2026Q1: 23,728 shares 23,728 $883K 0.01% -1,449 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 12,570 shares; 2025Q1: 19,393 shares; 2025Q2: 20,235 shares; 2025Q3: 21,835 shares; 2025Q4: 24,094 shares; 2026Q1: 14,216 shares 14,216 $879K 0.01% -9,878 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320 shares; 2024Q4: 31,938 shares; 2025Q1: 33,233 shares; 2025Q2: 32,957 shares; 2025Q3: 32,114 shares; 2025Q4: 31,228 shares; 2026Q1: 31,342 shares 31,342 $873K 0.01% +114 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,946 shares 8,946 $871K 0.01% new Timeline XJH 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: 1,314 shares; 2024Q4: 1,417 shares; 2025Q1: 7,970 shares; 2025Q2: 18,579 shares; 2025Q3: 18,656 shares; 2025Q4: 18,938 shares; 2026Q1: 19,130 shares 19,130 $868K 0.01% +192 Timeline PGRO 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: 21,516 shares; 2025Q2: 21,516 shares; 2025Q3: 21,516 shares; 2025Q4: 21,520 shares; 2026Q1: 21,520 shares 21,520 $867K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,600 shares; 2026Q1: 9,341 shares 9,341 $856K 0.01% -259 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: 1,773 shares; 2024Q4: 2,068 shares; 2025Q1: 2,291 shares; 2025Q2: 2,296 shares; 2025Q3: 2,422 shares; 2025Q4: 2,304 shares; 2026Q1: 2,314 shares 2,314 $850K 0.01% +10 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 5,197 shares; 2025Q1: 4,679 shares; 2025Q2: 4,818 shares; 2025Q3: 4,782 shares; 2025Q4: 5,000 shares; 2026Q1: 4,088 shares 4,088 $848K 0.01% -912 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,711 shares; 2025Q1: 54,095 shares; 2025Q2: 39,829 shares; 2025Q3: 39,420 shares; 2025Q4: 38,237 shares; 2026Q1: 34,025 shares 34,025 $844K 0.01% -4,212 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,829 shares; 2024Q4: 797 shares; 2025Q1: 732 shares; 2025Q2: 1,009 shares; 2025Q3: 142,509 shares; 2025Q4: 3,848 shares; 2026Q1: 3,818 shares 3,818 $835K 0.01% -30 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: 12,069 shares; 2024Q4: 13,298 shares; 2025Q1: 15,139 shares; 2025Q2: 15,373 shares; 2025Q3: 15,105 shares; 2025Q4: 16,638 shares; 2026Q1: 11,100 shares 11,100 $827K 0.01% -5,538 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,258 shares; 2024Q4: 8,778 shares; 2025Q1: 6,515 shares; 2025Q2: 4,869 shares; 2025Q3: 3,115 shares; 2025Q4: 3,170 shares; 2026Q1: 18,106 shares 18,106 $821K 0.01% +14,936 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,616 shares; 2024Q4: 7,961 shares; 2025Q1: 5,566 shares; 2025Q2: 5,815 shares; 2025Q3: 5,716 shares; 2025Q4: 6,575 shares; 2026Q1: 6,506 shares 6,506 $814K 0.01% -69 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: 1,245 shares; 2024Q4: 2,166 shares; 2025Q1: 3,296 shares; 2025Q2: 4,765 shares; 2025Q3: 4,728 shares; 2025Q4: 5,120 shares; 2026Q1: 4,279 shares 4,279 $812K 0.01% -841 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,866 shares; 2024Q4: 6,814 shares; 2025Q1: 6,442 shares; 2025Q2: 7,110 shares; 2025Q3: 6,717 shares; 2025Q4: 6,915 shares; 2026Q1: 5,560 shares 5,560 $807K 0.01% -1,355 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,346 shares; 2025Q3: 15,876 shares; 2025Q4: 17,086 shares; 2026Q1: 21,935 shares 21,935 $807K 0.01% +4,849 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,282 shares; 2025Q1: 10,947 shares; 2025Q2: 10,953 shares; 2025Q3: 10,390 shares; 2025Q4: 10,657 shares; 2026Q1: 10,529 shares 10,529 $795K 0.01% -128 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,808 shares; 2024Q4: 212,493 shares; 2025Q1: 215,052 shares; 2025Q2: 217,910 shares; 2025Q3: 199,067 shares; 2025Q4: 201,751 shares; 2026Q1: 108,687 shares 108,687 $791K 0.01% -93,064 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,846 shares; 2024Q4: 22,673 shares; 2025Q1: 21,145 shares; 2025Q2: 21,183 shares; 2025Q3: 16,650 shares; 2025Q4: 16,663 shares; 2026Q1: 16,130 shares 16,130 $782K 0.01% -533 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 26,421 shares; 2025Q1: 13,071 shares; 2025Q2: 13,071 shares; 2025Q3: 13,171 shares; 2025Q4: 15,382 shares; 2026Q1: 11,454 shares 11,454 $780K 0.01% -3,928 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,426 shares; 2025Q1: 6,738 shares; 2025Q2: 18,497 shares; 2025Q3: 16,472 shares; 2025Q4: 18,009 shares; 2026Q1: 16,713 shares 16,713 $775K 0.01% -1,296 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: 1,920 shares; 2024Q4: 2,635 shares; 2025Q1: 2,422 shares; 2025Q2: 2,824 shares; 2025Q3: 5,544 shares; 2025Q4: 5,546 shares; 2026Q1: 5,693 shares 5,693 $775K 0.01% +147 Timeline VBR 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: 1,939 shares; 2024Q4: 2,215 shares; 2025Q1: 2,353 shares; 2025Q2: 2,502 shares; 2025Q3: 2,504 shares; 2025Q4: 2,408 shares; 2026Q1: 3,515 shares 3,515 $764K 0.01% +1,107 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,251 shares; 2024Q4: 26,063 shares; 2025Q1: 29,263 shares; 2025Q2: 32,161 shares; 2025Q3: 436 shares; 2025Q4: 539 shares; 2026Q1: 553 shares 553 $763K 0.01% +14 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,021 shares; 2025Q2: 16,120 shares; 2025Q3: 242,899 shares; 2025Q4: 243,912 shares; 2026Q1: 11,007 shares 11,007 $761K 0.01% -232,905 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,573 shares; 2024Q4: 38,461 shares; 2025Q1: 16,002 shares; 2025Q2: 14,932 shares; 2025Q3: 16,667 shares; 2025Q4: 13,872 shares; 2026Q1: 8,761 shares 8,761 $759K 0.01% -5,111 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 12,456 shares; 2025Q1: 12,454 shares; 2025Q2: 12,491 shares; 2025Q3: 12,492 shares; 2025Q4: 12,494 shares; 2026Q1: 12,497 shares 12,497 $759K 0.01% +3 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,284 shares; 2024Q4: 4,365 shares; 2025Q1: 8,701 shares; 2025Q2: 8,170 shares; 2025Q3: 8,034 shares; 2025Q4: 8,131 shares; 2026Q1: 8,059 shares 8,059 $755K 0.01% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,786 shares; 2025Q3: 3,107 shares; 2025Q4: 3,367 shares; 2026Q1: 4,273 shares 4,273 $751K 0.01% +906 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: 40,090 shares; 2024Q4: 44,607 shares; 2025Q1: 76,042 shares; 2025Q2: 72,267 shares; 2025Q3: 66,351 shares; 2025Q4: 70,426 shares; 2026Q1: 64,918 shares 64,918 $749K 0.01% -5,508 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,510 shares; 2025Q4: 13,980 shares; 2026Q1: 34,895 shares 34,895 $738K 0.01% +20,915 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,026 shares; 2024Q4: 3,346 shares; 2025Q1: 12,205 shares; 2025Q2: 19,893 shares; 2025Q3: 22,435 shares; 2025Q4: 19,349 shares; 2026Q1: 14,710 shares 14,710 $735K 0.01% -4,639 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 1,681 shares; 2025Q1: 1,606 shares; 2025Q2: 1,658 shares; 2025Q3: 2,013 shares; 2025Q4: 2,648 shares; 2026Q1: 2,308 shares 2,308 $734K 0.01% -340 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,319 shares; 2025Q4: 30,977 shares; 2026Q1: 29,683 shares 29,683 $732K 0.01% -1,294 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,748 shares; 2025Q1: 1,811 shares; 2025Q2: 1,958 shares; 2025Q3: 1,900 shares; 2025Q4: 3,487 shares; 2026Q1: 2,644 shares 2,644 $728K 0.01% -843 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 516 shares; 2025Q2: 519 shares; 2025Q3: 522 shares; 2025Q4: 20,168 shares; 2026Q1: 20,185 shares 20,185 $725K 0.01% +17 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,658 shares; 2024Q4: 13,769 shares; 2025Q1: 13,777 shares; 2025Q2: 13,422 shares; 2025Q3: 13,217 shares; 2025Q4: 13,232 shares; 2026Q1: 13,049 shares 13,049 $720K 0.01% -183 Timeline EAGG 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: 15,288 shares; 2024Q4: 15,207 shares; 2025Q1: 15,595 shares; 2025Q2: 15,649 shares; 2025Q3: 14,532 shares; 2025Q4: 14,858 shares; 2026Q1: 15,010 shares 15,010 $714K 0.01% +152 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,934 shares; 2024Q4: 29,435 shares; 2025Q1: 22,821 shares; 2025Q2: 15,264 shares; 2025Q3: 15,608 shares; 2025Q4: 14,916 shares; 2026Q1: 12,178 shares 12,178 $709K 0.01% -2,738 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: 9,324 shares; 2024Q4: 9,634 shares; 2025Q1: 100,792 shares; 2025Q2: 106,078 shares; 2025Q3: 10,368 shares; 2025Q4: 13,782 shares; 2026Q1: 12,278 shares 12,278 $691K 0.01% -1,504 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,481 shares; 2025Q1: 13,931 shares; 2025Q2: 9,947 shares; 2025Q3: 10,187 shares; 2025Q4: 10,400 shares; 2026Q1: 9,742 shares 9,742 $685K 0.01% -658 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 1,853 shares; 2025Q1: 1,509 shares; 2025Q2: 1,367 shares; 2025Q3: 1,244 shares; 2025Q4: 2,364 shares; 2026Q1: 29,264 shares 29,264 $682K 0.01% +26,900 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: 9,631 shares; 2024Q4: 11,525 shares; 2025Q1: 11,950 shares; 2025Q2: 12,252 shares; 2025Q3: 12,507 shares; 2025Q4: 14,016 shares; 2026Q1: 10,254 shares 10,254 $682K 0.01% -3,762 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,969 shares; 2024Q4: 41,111 shares; 2025Q1: 40,835 shares; 2025Q2: 38,705 shares; 2025Q3: 38,739 shares; 2025Q4: 38,954 shares; 2026Q1: 39,994 shares 39,994 $669K 0.01% +1,040 Timeline TDVG 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: 17,169 shares; 2024Q4: 17,330 shares; 2025Q1: 15,953 shares; 2025Q2: 16,111 shares; 2025Q3: 15,433 shares; 2025Q4: 15,709 shares; 2026Q1: 14,907 shares 14,907 $665K 0.01% -802 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,444 shares; 2025Q4: 2,141 shares; 2026Q1: 2,650 shares 2,650 $664K 0.01% +509 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,653 shares; 2024Q4: 10,108 shares; 2025Q1: 9,045 shares; 2025Q2: 9,025 shares; 2025Q3: 9,021 shares; 2025Q4: 9,032 shares; 2026Q1: 9,038 shares 9,038 $658K 0.01% +6 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,637 shares; 2024Q4: 16,637 shares; 2025Q1: 16,637 shares; 2025Q2: 16,637 shares; 2025Q3: 16,637 shares; 2025Q4: 16,637 shares; 2026Q1: 16,637 shares 16,637 $656K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 685 shares; 2025Q1: 669 shares; 2025Q2: 658 shares; 2025Q3: 781 shares; 2025Q4: 843 shares; 2026Q1: 885 shares 885 $653K 0.01% +42 Timeline AUBN AUBURN NATL BANCORP More: the full row for AUBURN NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,390 shares; 2024Q4: 27,490 shares; 2025Q1: 27,490 shares; 2025Q2: 27,490 shares; 2025Q3: 27,290 shares; 2025Q4: 27,290 shares; 2026Q1: 27,290 shares 27,290 $651K 0.01% 0 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,613 shares 29,613 $650K 0.01% new Timeline CPHC CANTERBURY PK HLDG CORP More: the full row for CANTERBURY PK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,586 shares; 2024Q4: 42,739 shares; 2025Q1: 42,849 shares; 2025Q2: 42,982 shares; 2025Q3: 41,682 shares; 2025Q4: 41,682 shares; 2026Q1: 41,644 shares 41,644 $649K 0.01% -38 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: 216 shares; 2024Q4: 367 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 357 shares; 2025Q4: 358 shares; 2026Q1: 339 shares 339 $649K 0.01% -19 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: not reported; 2024Q4: 5,468 shares; 2025Q1: 7,814 shares; 2025Q2: 7,477 shares; 2025Q3: 6,470 shares; 2025Q4: 6,101 shares; 2026Q1: 5,855 shares 5,855 $643K 0.01% -246 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,184 shares; 2025Q1: 1,288 shares; 2025Q2: 1,290 shares; 2025Q3: 1,305 shares; 2025Q4: 1,315 shares; 2026Q1: 1,304 shares 1,304 $640K 0.01% -11 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 187 shares; 2025Q1: 815 shares; 2025Q2: 740 shares; 2025Q3: 985 shares; 2025Q4: 1,045 shares; 2026Q1: 1,557 shares 1,557 $635K 0.01% +512 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,791 shares; 2025Q1: 10,557 shares; 2025Q2: 9,343 shares; 2025Q3: 9,224 shares; 2025Q4: 10,689 shares; 2026Q1: 10,527 shares 10,527 $631K 0.01% -162 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,340 shares; 2025Q3: 2,580 shares; 2025Q4: 2,569 shares; 2026Q1: 2,644 shares 2,644 $630K 0.01% +75 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,015 shares; 2024Q4: 3,275 shares; 2025Q1: 3,115 shares; 2025Q2: 3,144 shares; 2025Q3: 3,127 shares; 2025Q4: 3,210 shares; 2026Q1: 3,399 shares 3,399 $628K 0.01% +189 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: 5,336 shares; 2024Q4: 7,662 shares; 2025Q1: 6,759 shares; 2025Q2: 6,553 shares; 2025Q3: 6,583 shares; 2025Q4: 6,644 shares; 2026Q1: 5,379 shares 5,379 $623K 0.01% -1,265 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 335 shares; 2025Q1: 1,315 shares; 2025Q2: 1,110 shares; 2025Q3: 3,097 shares; 2025Q4: 3,145 shares; 2026Q1: 2,757 shares 2,757 $619K 0.01% -388 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 8,179 shares; 2025Q1: 8,291 shares; 2025Q2: 4,956 shares; 2025Q3: 5,241 shares; 2025Q4: 6,090 shares; 2026Q1: 6,804 shares 6,804 $615K 0.01% +714 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: 7,949 shares; 2024Q4: 10,001 shares; 2025Q1: 10,386 shares; 2025Q2: 15,182 shares; 2025Q3: 9,367 shares; 2025Q4: 12,117 shares; 2026Q1: 7,667 shares 7,667 $614K 0.01% -4,450 Timeline XLU 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: 199,796 shares; 2024Q4: 5,736 shares; 2025Q1: 5,039 shares; 2025Q2: 8,346 shares; 2025Q3: 5,882 shares; 2025Q4: 10,120 shares; 2026Q1: 13,325 shares 13,325 $611K 0.01% +3,205 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: 10,885 shares; 2024Q4: 11,987 shares; 2025Q1: 12,663 shares; 2025Q2: 13,163 shares; 2025Q3: 13,697 shares; 2025Q4: 14,066 shares; 2026Q1: 8,554 shares 8,554 $605K 0.01% -5,512 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: 25,994 shares; 2025Q3: 1,640 shares; 2025Q4: 2,409 shares; 2026Q1: 2,147 shares 2,147 $605K 0.01% -262 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: not reported; 2024Q4: 1,355 shares; 2025Q1: 1,459 shares; 2025Q2: 1,450 shares; 2025Q3: 1,241 shares; 2025Q4: 1,247 shares; 2026Q1: 2,025 shares 2,025 $603K 0.01% +778 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 23,615 shares; 2025Q1: 23,288 shares; 2025Q2: 23,337 shares; 2025Q3: 23,297 shares; 2025Q4: 23,841 shares; 2026Q1: 24,018 shares 24,018 $602K 0.01% +177 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: not reported; 2025Q1: 962,414 shares; 2025Q2: 542,812 shares; 2025Q3: 576,714 shares; 2025Q4: 59,636 shares; 2026Q1: 12,047 shares 12,047 $600K 0.01% -47,589 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,132 shares; 2024Q4: 14,292 shares; 2025Q1: 15,878 shares; 2025Q2: 15,325 shares; 2025Q3: 15,479 shares; 2025Q4: 15,368 shares; 2026Q1: 5,651 shares 5,651 $599K 0.01% -9,717 Timeline SPTL 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: 94,818 shares; 2024Q4: 91,428 shares; 2025Q1: 43,711 shares; 2025Q2: 41,787 shares; 2025Q3: 41,325 shares; 2025Q4: 41,418 shares; 2026Q1: 22,578 shares 22,578 $594K <0.01% -18,840 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,327 shares; 2024Q4: 13,277 shares; 2025Q1: 14,034 shares; 2025Q2: 14,303 shares; 2025Q3: not reported; 2025Q4: 14,258 shares; 2026Q1: 13,940 shares 13,940 $592K <0.01% -318 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,248 shares; 2025Q1: 23,324 shares; 2025Q2: 23,381 shares; 2025Q3: 23,431 shares; 2025Q4: 22,958 shares; 2026Q1: 34,552 shares 34,552 $592K <0.01% +11,594 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: 4,885 shares; 2025Q2: 4,562 shares; 2025Q3: 4,644 shares; 2025Q4: 4,716 shares; 2026Q1: 5,409 shares 5,409 $587K <0.01% +693 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: 1,919 shares; 2024Q4: 1,981 shares; 2025Q1: 1,998 shares; 2025Q2: 2,438 shares; 2025Q3: 2,034 shares; 2025Q4: 2,183 shares; 2026Q1: 2,199 shares 2,199 $587K <0.01% +16 Timeline SPHQ 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: 5,209 shares; 2024Q4: 6,835 shares; 2025Q1: 5,578 shares; 2025Q2: 5,586 shares; 2025Q3: 6,041 shares; 2025Q4: 8,152 shares; 2026Q1: 7,773 shares 7,773 $584K <0.01% -379 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,863 shares; 2025Q1: 7,765 shares; 2025Q2: 7,033 shares; 2025Q3: 11,424 shares; 2025Q4: 10,090 shares; 2026Q1: 9,585 shares 9,585 $579K <0.01% -505 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,960 shares; 2024Q4: 4,384 shares; 2025Q1: 4,212 shares; 2025Q2: 4,888 shares; 2025Q3: 8,315 shares; 2025Q4: 8,779 shares; 2026Q1: 7,071 shares 7,071 $575K <0.01% -1,708 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,864 shares; 2025Q1: 7,000 shares; 2025Q2: 6,489 shares; 2025Q3: 6,172 shares; 2025Q4: 4,151 shares; 2026Q1: 8,711 shares 8,711 $574K <0.01% +4,560 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,596 shares; 2025Q1: 3,596 shares; 2025Q2: 3,596 shares; 2025Q3: 3,596 shares; 2025Q4: 3,596 shares; 2026Q1: 3,346 shares 3,346 $574K <0.01% -250 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,981 shares; 2024Q4: 18,451 shares; 2025Q1: 30,320 shares; 2025Q2: 34,781 shares; 2025Q3: 32,814 shares; 2025Q4: 34,977 shares; 2026Q1: 17,934 shares 17,934 $574K <0.01% -17,043 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: 1,039 shares; 2025Q2: 1,180 shares; 2025Q3: 837 shares; 2025Q4: 979 shares; 2026Q1: 1,180 shares 1,180 $572K <0.01% +201 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 6,970 shares; 2025Q1: 7,306 shares; 2025Q2: 7,321 shares; 2025Q3: 8,023 shares; 2025Q4: 7,695 shares; 2026Q1: 5,830 shares 5,830 $570K <0.01% -1,865 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: 7,000 shares; 2025Q3: 4,587 shares; 2025Q4: 8,265 shares; 2026Q1: 8,214 shares 8,214 $569K <0.01% -51 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,811 shares; 2024Q4: 9,474 shares; 2025Q1: 9,963 shares; 2025Q2: 9,979 shares; 2025Q3: 10,007 shares; 2025Q4: 10,011 shares; 2026Q1: 10,011 shares 10,011 $569K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 4,198 shares; 2025Q1: 5,420 shares; 2025Q2: 5,393 shares; 2025Q3: 6,216 shares; 2025Q4: 5,594 shares; 2026Q1: 7,564 shares 7,564 $568K <0.01% +1,970 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: 7,864 shares; 2024Q4: 8,291 shares; 2025Q1: 8,578 shares; 2025Q2: 8,563 shares; 2025Q3: 8,489 shares; 2025Q4: 8,761 shares; 2026Q1: 6,938 shares 6,938 $562K <0.01% -1,823 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 1,780 shares 1,780 $560K <0.01% +1,188 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,710 shares; 2025Q3: 67,856 shares; 2025Q4: 69,072 shares; 2026Q1: 39,132 shares 39,132 $558K <0.01% -29,940 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,388 shares; 2024Q4: 8,466 shares; 2025Q1: 9,011 shares; 2025Q2: 9,099 shares; 2025Q3: 9,545 shares; 2025Q4: 9,871 shares; 2026Q1: 4,847 shares 4,847 $557K <0.01% -5,024 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,801 shares; 2025Q1: 9,318 shares; 2025Q2: 9,331 shares; 2025Q3: 9,491 shares; 2025Q4: 9,417 shares; 2026Q1: 8,540 shares 8,540 $557K <0.01% -877 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,686 shares; 2026Q1: 10,686 shares 10,686 $554K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,794 shares; 2025Q4: 6,333 shares; 2026Q1: 6,117 shares 6,117 $553K <0.01% -216 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,888 shares; 2024Q4: 15,374 shares; 2025Q1: 12,997 shares; 2025Q2: 12,985 shares; 2025Q3: 12,985 shares; 2025Q4: 12,992 shares; 2026Q1: 12,993 shares 12,993 $548K <0.01% +1 Timeline DOL 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: 8,000 shares; 2026Q1: 8,000 shares 8,000 $544K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,915 shares; 2025Q1: 1,613 shares; 2025Q2: 1,794 shares; 2025Q3: 1,496 shares; 2025Q4: 1,776 shares; 2026Q1: 10,844 shares 10,844 $544K <0.01% +9,068 Timeline XLRE 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: 11,702 shares; 2024Q4: 99,395 shares; 2025Q1: 78,934 shares; 2025Q2: 15,835 shares; 2025Q3: 13,571 shares; 2025Q4: 13,595 shares; 2026Q1: 13,209 shares 13,209 $539K <0.01% -386 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,512 shares; 2024Q4: 3,256 shares; 2025Q1: 3,329 shares; 2025Q2: 3,386 shares; 2025Q3: 3,171 shares; 2025Q4: 3,524 shares; 2026Q1: 2,021 shares 2,021 $538K <0.01% -1,503 Timeline SHYG 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: 10,685 shares; 2024Q4: 10,681 shares; 2025Q1: 11,531 shares; 2025Q2: 14,327 shares; 2025Q3: 15,060 shares; 2025Q4: 12,745 shares; 2026Q1: 12,662 shares 12,662 $536K <0.01% -83 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: 10,457 shares; 2024Q4: 10,544 shares; 2025Q1: 10,946 shares; 2025Q2: 11,422 shares; 2025Q3: 10,620 shares; 2025Q4: 11,451 shares; 2026Q1: 7,024 shares 7,024 $529K <0.01% -4,427 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,982 shares; 2025Q2: 5,039 shares; 2025Q3: 5,200 shares; 2025Q4: 5,785 shares; 2026Q1: 5,977 shares 5,977 $527K <0.01% +192 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: not reported; 2024Q4: 912 shares; 2025Q1: 938 shares; 2025Q2: 2,447 shares; 2025Q3: 2,928 shares; 2025Q4: 3,211 shares; 2026Q1: 4,040 shares 4,040 $525K <0.01% +829 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: not reported; 2024Q4: 4,681 shares; 2025Q1: 6,208 shares; 2025Q2: 5,463 shares; 2025Q3: 6,340 shares; 2025Q4: 7,665 shares; 2026Q1: 7,695 shares 7,695 $523K <0.01% +30 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: 6,519 shares; 2024Q4: 8,654 shares; 2025Q1: 8,652 shares; 2025Q2: 10,180 shares; 2025Q3: 10,844 shares; 2025Q4: 8,996 shares; 2026Q1: 8,504 shares 8,504 $520K <0.01% -492 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 961 shares; 2025Q4: 1,193 shares; 2026Q1: 2,634 shares 2,634 $520K <0.01% +1,441 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 3,199 shares; 2025Q1: 3,312 shares; 2025Q2: 3,543 shares; 2025Q3: 3,378 shares; 2025Q4: 3,959 shares; 2026Q1: 2,400 shares 2,400 $520K <0.01% -1,559 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,718 shares; 2025Q1: 1,629 shares; 2025Q2: 1,636 shares; 2025Q3: 1,693 shares; 2025Q4: 1,672 shares; 2026Q1: 1,642 shares 1,642 $515K <0.01% -30 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: 254,639 shares; 2024Q4: 33,496 shares; 2025Q1: 29,970 shares; 2025Q2: 31,036 shares; 2025Q3: 28,710 shares; 2025Q4: 31,168 shares; 2026Q1: 32,354 shares 32,354 $514K <0.01% +1,186 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: 3,943 shares; 2024Q4: 5,663 shares; 2025Q1: 7,469 shares; 2025Q2: 6,951 shares; 2025Q3: 7,204 shares; 2025Q4: 8,562 shares; 2026Q1: 9,065 shares 9,065 $513K <0.01% +503 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 8,735 shares; 2025Q1: 7,754 shares; 2025Q2: 7,615 shares; 2025Q3: 7,622 shares; 2025Q4: 7,464 shares; 2026Q1: 8,268 shares 8,268 $512K <0.01% +804 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,590 shares 2,590 $511K <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: 3,094 shares; 2025Q1: 3,305 shares; 2025Q2: 3,432 shares; 2025Q3: 3,652 shares; 2025Q4: 3,634 shares; 2026Q1: 3,618 shares 3,618 $511K <0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,252 shares; 2026Q1: 1,702 shares 1,702 $505K <0.01% +450 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,938 shares; 2024Q4: 45,033 shares; 2025Q1: 35,694 shares; 2025Q2: 35,420 shares; 2025Q3: not reported; 2025Q4: 46,109 shares; 2026Q1: 31,904 shares 31,904 $502K <0.01% -14,205 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,513 shares 1,513 $501K <0.01% new Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,592 shares; 2024Q4: 50,618 shares; 2025Q1: 45,144 shares; 2025Q2: 44,071 shares; 2025Q3: 43,274 shares; 2025Q4: 41,099 shares; 2026Q1: 38,161 shares 38,161 $500K <0.01% -2,938 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,174 shares; 2025Q1: 5,995 shares; 2025Q2: 6,403 shares; 2025Q3: 6,635 shares; 2025Q4: 6,461 shares; 2026Q1: 13,294 shares 13,294 $499K <0.01% +6,833 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: 4,884 shares; 2025Q1: 4,906 shares; 2025Q2: 4,919 shares; 2025Q3: 4,929 shares; 2025Q4: 4,933 shares; 2026Q1: 4,958 shares 4,958 $497K <0.01% +25 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,889 shares; 2026Q1: 1,279 shares 1,279 $497K <0.01% -610 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 204 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 6,539 shares 6,539 $489K <0.01% +6,335 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: 2,815 shares; 2024Q4: 2,857 shares; 2025Q1: 2,996 shares; 2025Q2: 3,274 shares; 2025Q3: 3,320 shares; 2025Q4: 3,409 shares; 2026Q1: 3,489 shares 3,489 $483K <0.01% +80 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: 1,757 shares; 2024Q4: 1,769 shares; 2025Q1: 1,824 shares; 2025Q2: 1,677 shares; 2025Q3: 1,653 shares; 2025Q4: 1,781 shares; 2026Q1: 1,800 shares 1,800 $478K <0.01% +19 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: 795 shares; 2024Q4: 850 shares; 2025Q1: 2,344 shares; 2025Q2: 1,468 shares; 2025Q3: 4,195 shares; 2025Q4: 3,822 shares; 2026Q1: 3,951 shares 3,951 $477K <0.01% +129 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: 7,650 shares; 2024Q4: 7,697 shares; 2025Q1: 7,728 shares; 2025Q2: 7,678 shares; 2025Q3: 7,688 shares; 2025Q4: 7,701 shares; 2026Q1: 7,737 shares 7,737 $477K <0.01% +36 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 18,097 shares; 2025Q1: 19,842 shares; 2025Q2: 20,437 shares; 2025Q3: 20,712 shares; 2025Q4: 19,845 shares; 2026Q1: 18,960 shares 18,960 $477K <0.01% -885 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,230 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,230 shares; 2025Q4: 4,230 shares; 2026Q1: 4,230 shares 4,230 $473K <0.01% 0 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is 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: 14,291 shares 14,291 $473K <0.01% new Timeline VGIT 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: 4,011 shares; 2024Q4: 10,152 shares; 2025Q1: 6,240 shares; 2025Q2: 4,235 shares; 2025Q3: 9,754 shares; 2025Q4: 10,047 shares; 2026Q1: 7,932 shares 7,932 $472K <0.01% -2,115 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,461 shares; 2026Q1: 17,503 shares 17,503 $464K <0.01% +42 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: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 4,984 shares; 2025Q3: 4,406 shares; 2025Q4: 7,011 shares; 2026Q1: 6,337 shares 6,337 $464K <0.01% -674 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,040 shares; 2024Q4: 9,040 shares; 2025Q1: 9,040 shares; 2025Q2: 9,040 shares; 2025Q3: 9,040 shares; 2025Q4: 9,040 shares; 2026Q1: 9,040 shares 9,040 $462K <0.01% 0 Timeline BSMS 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: 8,635 shares; 2024Q4: 8,635 shares; 2025Q1: 9,605 shares; 2025Q2: 9,675 shares; 2025Q3: 9,745 shares; 2025Q4: 9,811 shares; 2026Q1: 19,583 shares 19,583 $458K <0.01% +9,772 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 4,336 shares; 2025Q1: 5,433 shares; 2025Q2: 7,154 shares; 2025Q3: 4,488 shares; 2025Q4: 5,365 shares; 2026Q1: 3,621 shares 3,621 $457K <0.01% -1,744 Timeline BSMT 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: 8,722 shares; 2024Q4: 8,722 shares; 2025Q1: 9,713 shares; 2025Q2: 9,785 shares; 2025Q3: 9,856 shares; 2025Q4: 9,920 shares; 2026Q1: 19,860 shares 19,860 $457K <0.01% +9,940 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,187 shares; 2024Q4: 6,374 shares; 2025Q1: 6,217 shares; 2025Q2: 6,251 shares; 2025Q3: 5,909 shares; 2025Q4: 5,979 shares; 2026Q1: 6,051 shares 6,051 $457K <0.01% +72 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 9,275 shares; 2025Q1: 9,019 shares; 2025Q2: 8,827 shares; 2025Q3: 9,477 shares; 2025Q4: 9,860 shares; 2026Q1: 9,544 shares 9,544 $454K <0.01% -316 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: 15,760 shares; 2024Q4: 15,101 shares; 2025Q1: 14,701 shares; 2025Q2: 14,458 shares; 2025Q3: 13,471 shares; 2025Q4: 13,512 shares; 2026Q1: 6,707 shares 6,707 $453K <0.01% -6,805 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,969 shares; 2024Q4: 11,692 shares; 2025Q1: 11,382 shares; 2025Q2: 12,480 shares; 2025Q3: 75,862 shares; 2025Q4: 78,035 shares; 2026Q1: 7,222 shares 7,222 $453K <0.01% -70,813 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,355 shares; 2025Q1: 4,946 shares; 2025Q2: 4,198 shares; 2025Q3: 3,733 shares; 2025Q4: 5,058 shares; 2026Q1: 4,786 shares 4,786 $453K <0.01% -272 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: not reported; 2024Q4: 18,592 shares; 2025Q1: 18,794 shares; 2025Q2: 16,688 shares; 2025Q3: 15,446 shares; 2025Q4: 14,957 shares; 2026Q1: 12,871 shares 12,871 $452K <0.01% -2,086 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,838 shares 2,838 $451K <0.01% new Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,835 shares; 2026Q1: 13,530 shares 13,530 $451K <0.01% -17,305 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,659 shares; 2025Q1: 106,034 shares; 2025Q2: 97,909 shares; 2025Q3: 105,709 shares; 2025Q4: 113,709 shares; 2026Q1: 75,625 shares 75,625 $449K <0.01% -38,084 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,196 shares 5,196 $448K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,489 shares 2,489 $447K <0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,720 shares; 2025Q1: 3,622 shares; 2025Q2: 3,622 shares; 2025Q3: 6,801 shares; 2025Q4: 6,873 shares; 2026Q1: 8,433 shares 8,433 $445K <0.01% +1,560 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42 shares; 2025Q4: 29,006 shares; 2026Q1: 12,542 shares 12,542 $444K <0.01% -16,464 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: 9,500 shares; 2024Q4: 35,116 shares; 2025Q1: 9,100 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares 8,900 $444K <0.01% 0 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: 12,235 shares; 2024Q4: 12,285 shares; 2025Q1: 12,385 shares; 2025Q2: 12,360 shares; 2025Q3: 12,360 shares; 2025Q4: 12,369 shares; 2026Q1: 12,419 shares 12,419 $442K <0.01% +50 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,883 shares; 2025Q1: 9,246 shares; 2025Q2: 9,044 shares; 2025Q3: 9,078 shares; 2025Q4: 9,506 shares; 2026Q1: 7,229 shares 7,229 $441K <0.01% -2,277 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,314 shares; 2025Q1: not reported; 2025Q2: 47,759 shares; 2025Q3: 48,474 shares; 2025Q4: 2,997 shares; 2026Q1: 4,455 shares 4,455 $441K <0.01% +1,458 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: not reported; 2024Q4: 2,939 shares; 2025Q1: 3,050 shares; 2025Q2: 2,713 shares; 2025Q3: 2,648 shares; 2025Q4: 2,620 shares; 2026Q1: 2,253 shares 2,253 $440K <0.01% -367 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,190 shares; 2025Q1: 3,684 shares; 2025Q2: 3,494 shares; 2025Q3: 3,827 shares; 2025Q4: 4,751 shares; 2026Q1: 3,198 shares 3,198 $439K <0.01% -1,553 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 2,171 shares; 2025Q1: 2,470 shares; 2025Q2: 2,553 shares; 2025Q3: 2,611 shares; 2025Q4: 2,647 shares; 2026Q1: 5,034 shares 5,034 $437K <0.01% +2,387 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: 1,003 shares; 2024Q4: 4,397 shares; 2025Q1: 4,408 shares; 2025Q2: 4,421 shares; 2025Q3: 5,304 shares; 2025Q4: 6,293 shares; 2026Q1: 13,032 shares 13,032 $437K <0.01% +6,739 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: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 9,900 shares; 2025Q2: 9,900 shares; 2025Q3: 9,900 shares; 2025Q4: 9,900 shares; 2026Q1: 9,900 shares 9,900 $435K <0.01% 0 Timeline INTF 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: 13,022 shares; 2024Q4: 11,089 shares; 2025Q1: 11,089 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 11,094 shares; 2026Q1: 11,144 shares 11,144 $434K <0.01% +50 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,988 shares; 2025Q1: 2,068 shares; 2025Q2: 2,488 shares; 2025Q3: 2,344 shares; 2025Q4: 2,881 shares; 2026Q1: 2,882 shares 2,882 $433K <0.01% +1 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 354 shares; 2025Q1: 1,566 shares; 2025Q2: 1,494 shares; 2025Q3: 1,241 shares; 2025Q4: 4,746 shares; 2026Q1: 4,846 shares 4,846 $433K <0.01% +100 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: 928 shares; 2024Q4: 4,085 shares; 2025Q1: 3,094 shares; 2025Q2: 1,742 shares; 2025Q3: 2,031 shares; 2025Q4: 188,973 shares; 2026Q1: 3,972 shares 3,972 $433K <0.01% -185,001 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 7,380 shares; 2026Q1: 8,529 shares 8,529 $431K <0.01% +1,149 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 7,041 shares; 2025Q1: 7,520 shares; 2025Q2: 10,060 shares; 2025Q3: 11,952 shares; 2025Q4: 10,790 shares; 2026Q1: 11,710 shares 11,710 $430K <0.01% +920 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 9,551 shares; 2025Q4: 12,469 shares; 2026Q1: 27,170 shares 27,170 $430K <0.01% +14,701 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,347 shares; 2025Q1: 1,988 shares; 2025Q2: 1,634 shares; 2025Q3: 1,644 shares; 2025Q4: 1,664 shares; 2026Q1: 985 shares 985 $430K <0.01% -679 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,456 shares; 2025Q1: 2,761 shares; 2025Q2: 2,800 shares; 2025Q3: 1,535 shares; 2025Q4: 2,037 shares; 2026Q1: 1,846 shares 1,846 $426K <0.01% -191 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: 1,249 shares; 2025Q1: 1,598 shares; 2025Q2: 1,066 shares; 2025Q3: 1,090 shares; 2025Q4: 1,246 shares; 2026Q1: 957 shares 957 $425K <0.01% -289 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: 9,376 shares; 2024Q4: 14,550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,209 shares 10,209 $425K <0.01% new 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: 13,342 shares; 2024Q4: 15,722 shares; 2025Q1: 17,581 shares; 2025Q2: 15,813 shares; 2025Q3: 26,675 shares; 2025Q4: 36,033 shares; 2026Q1: 24,143 shares 24,143 $424K <0.01% -11,890 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,644 shares; 2024Q4: 19,136 shares; 2025Q1: 20,999 shares; 2025Q2: 21,573 shares; 2025Q3: 20,550 shares; 2025Q4: 21,834 shares; 2026Q1: 19,525 shares 19,525 $423K <0.01% -2,309 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: 21,238 shares; 2024Q4: 20,033 shares; 2025Q1: 20,632 shares; 2025Q2: 20,561 shares; 2025Q3: 19,269 shares; 2025Q4: 22,850 shares; 2026Q1: 15,389 shares 15,389 $423K <0.01% -7,461 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,357 shares; 2024Q4: 18,504 shares; 2025Q1: 18,504 shares; 2025Q2: 18,504 shares; 2025Q3: 18,504 shares; 2025Q4: 18,504 shares; 2026Q1: 18,504 shares 18,504 $421K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,317 shares; 2024Q4: 14,366 shares; 2025Q1: 16,506 shares; 2025Q2: 12,781 shares; 2025Q3: 13,530 shares; 2025Q4: 14,005 shares; 2026Q1: 8,518 shares 8,518 $418K <0.01% -5,487 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,294 shares; 2025Q1: 6,479 shares; 2025Q2: 6,371 shares; 2025Q3: 5,840 shares; 2025Q4: 6,003 shares; 2026Q1: 5,308 shares 5,308 $416K <0.01% -695 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: 20,865 shares; 2025Q1: 17,158 shares; 2025Q2: 21,455 shares; 2025Q3: 19,825 shares; 2025Q4: 8,848 shares; 2026Q1: 8,856 shares 8,856 $414K <0.01% +8 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,721 shares; 2024Q4: 1,653 shares; 2025Q1: 2,397 shares; 2025Q2: 2,229 shares; 2025Q3: 2,269 shares; 2025Q4: 2,241 shares; 2026Q1: 2,242 shares 2,242 $409K <0.01% +1 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: 1,691 shares; 2024Q4: 2,739 shares; 2025Q1: 3,799 shares; 2025Q2: 3,302 shares; 2025Q3: 3,421 shares; 2025Q4: 3,464 shares; 2026Q1: 2,073 shares 2,073 $408K <0.01% -1,391 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,474 shares; 2025Q3: 8,474 shares; 2025Q4: 8,474 shares; 2026Q1: 8,539 shares 8,539 $407K <0.01% +65 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 5,290 shares; 2025Q1: 6,765 shares; 2025Q2: 7,769 shares; 2025Q3: 7,445 shares; 2025Q4: 7,234 shares; 2026Q1: 7,332 shares 7,332 $405K <0.01% +98 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,328 shares; 2025Q3: 3,403 shares; 2025Q4: not reported; 2026Q1: 5,954 shares 5,954 $405K <0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 464 shares; 2025Q1: 628 shares; 2025Q2: 658 shares; 2025Q3: 841 shares; 2025Q4: 706 shares; 2026Q1: 2,920 shares 2,920 $404K <0.01% +2,214 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: 7,886 shares; 2024Q4: 7,015 shares; 2025Q1: 6,779 shares; 2025Q2: 8,205 shares; 2025Q3: 7,489 shares; 2025Q4: 7,416 shares; 2026Q1: 7,241 shares 7,241 $400K <0.01% -175 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: 3,310 shares; 2024Q4: 9,517 shares; 2025Q1: 10,540 shares; 2025Q2: 9,125 shares; 2025Q3: 5,201 shares; 2025Q4: 5,699 shares; 2026Q1: 5,605 shares 5,605 $398K <0.01% -94 Timeline TFLO 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: 10,197 shares; 2024Q4: 10,400 shares; 2025Q1: 9,391 shares; 2025Q2: 9,129 shares; 2025Q3: 8,872 shares; 2025Q4: 8,363 shares; 2026Q1: 7,860 shares 7,860 $398K <0.01% -503 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,699 shares; 2025Q2: 2,104 shares; 2025Q3: 2,147 shares; 2025Q4: 2,182 shares; 2026Q1: 2,197 shares 2,197 $395K <0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,214 shares; 2025Q3: 791 shares; 2025Q4: 2,438 shares; 2026Q1: 2,631 shares 2,631 $395K <0.01% +193 Timeline DFNM 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: 22,357 shares; 2024Q4: 10,770 shares; 2025Q1: 6,819 shares; 2025Q2: 7,504 shares; 2025Q3: 7,926 shares; 2025Q4: 7,873 shares; 2026Q1: 8,186 shares 8,186 $392K <0.01% +313 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,176 shares; 2025Q4: 8,561 shares; 2026Q1: 7,614 shares 7,614 $390K <0.01% -947 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,521 shares; 2025Q3: 4,734 shares; 2025Q4: 4,784 shares; 2026Q1: 4,703 shares 4,703 $385K <0.01% -81 Timeline ACWX 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: 319 shares; 2024Q4: 2,441 shares; 2025Q1: 1,794 shares; 2025Q2: 2,000 shares; 2025Q3: 1,859 shares; 2025Q4: 1,861 shares; 2026Q1: 5,624 shares 5,624 $385K <0.01% +3,763 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,751 shares; 2025Q1: 6,916 shares; 2025Q2: 6,744 shares; 2025Q3: 6,998 shares; 2025Q4: 10,542 shares; 2026Q1: 10,566 shares 10,566 $381K <0.01% +24 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,899 shares; 2025Q1: 3,908 shares; 2025Q2: 4,938 shares; 2025Q3: 4,283 shares; 2025Q4: 4,405 shares; 2026Q1: 2,517 shares 2,517 $380K <0.01% -1,888 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,381 shares; 2025Q1: 3,017 shares; 2025Q2: 3,215 shares; 2025Q3: 3,253 shares; 2025Q4: 3,106 shares; 2026Q1: 3,027 shares 3,027 $378K <0.01% -79 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 17,796 shares; 2025Q1: 12,204 shares; 2025Q2: 12,535 shares; 2025Q3: 11,721 shares; 2025Q4: 9,967 shares; 2026Q1: 12,350 shares 12,350 $377K <0.01% +2,383 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: 5,639 shares; 2024Q4: 8,300 shares; 2025Q1: 5,166 shares; 2025Q2: 5,166 shares; 2025Q3: 5,380 shares; 2025Q4: 8,787 shares; 2026Q1: 8,300 shares 8,300 $376K <0.01% -487 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 80 shares; 2025Q3: 455 shares; 2025Q4: 2,800 shares; 2026Q1: 2,819 shares 2,819 $375K <0.01% +19 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: not reported; 2024Q4: 1,931 shares; 2025Q1: 2,828 shares; 2025Q2: 5,291 shares; 2025Q3: 2,104 shares; 2025Q4: 2,286 shares; 2026Q1: 1,495 shares 1,495 $374K <0.01% -791 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: 4,807 shares; 2024Q4: 7,816 shares; 2025Q1: 8,457 shares; 2025Q2: 7,821 shares; 2025Q3: 8,134 shares; 2025Q4: 8,299 shares; 2026Q1: 8,041 shares 8,041 $374K <0.01% -258 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: not reported; 2024Q4: not reported; 2025Q1: 1,552 shares; 2025Q2: 1,817 shares; 2025Q3: 2,417 shares; 2025Q4: 2,453 shares; 2026Q1: 2,368 shares 2,368 $373K <0.01% -85 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: 4,251 shares; 2024Q4: 4,346 shares; 2025Q1: 4,344 shares; 2025Q2: 4,161 shares; 2025Q3: 4,194 shares; 2025Q4: 4,320 shares; 2026Q1: 3,976 shares 3,976 $372K <0.01% -344 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: not reported; 2024Q4: 914 shares; 2025Q1: 1,334 shares; 2025Q2: 1,675 shares; 2025Q3: 767 shares; 2025Q4: 825 shares; 2026Q1: 705 shares 705 $369K <0.01% -120 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: 15,676 shares; 2024Q4: 15,494 shares; 2025Q1: 15,837 shares; 2025Q2: 15,886 shares; 2025Q3: not reported; 2025Q4: 15,890 shares; 2026Q1: 16,142 shares 16,142 $368K <0.01% +252 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,138 shares; 2025Q1: 7,033 shares; 2025Q2: 7,107 shares; 2025Q3: 7,187 shares; 2025Q4: 7,264 shares; 2026Q1: 7,341 shares 7,341 $368K <0.01% +77 Timeline GJUL 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: 16,735 shares; 2024Q4: 15,385 shares; 2025Q1: 14,600 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $367K <0.01% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,824 shares; 2024Q4: 8,679 shares; 2025Q1: 11,630 shares; 2025Q2: 11,773 shares; 2025Q3: 11,374 shares; 2025Q4: 11,497 shares; 2026Q1: 11,564 shares 11,564 $366K <0.01% +67 Timeline IGTR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,195 shares; 2024Q4: 20,795 shares; 2025Q1: 19,995 shares; 2025Q2: 19,995 shares; 2025Q3: 19,995 shares; 2025Q4: 19,995 shares; 2026Q1: 12,857 shares 12,857 $364K <0.01% -7,138 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 6,145 shares; 2025Q1: 6,141 shares; 2025Q2: 5,883 shares; 2025Q3: 6,392 shares; 2025Q4: 5,977 shares; 2026Q1: 5,395 shares 5,395 $363K <0.01% -582 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: 1,429 shares; 2024Q4: 1,579 shares; 2025Q1: 1,693 shares; 2025Q2: 1,877 shares; 2025Q3: 2,037 shares; 2025Q4: 2,119 shares; 2026Q1: 1,193 shares 1,193 $363K <0.01% -926 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: not reported; 2024Q4: 4,883 shares; 2025Q1: 8,015 shares; 2025Q2: 8,480 shares; 2025Q3: 8,512 shares; 2025Q4: 8,038 shares; 2026Q1: 7,670 shares 7,670 $361K <0.01% -368 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: 2,765 shares; 2024Q4: 3,109 shares; 2025Q1: 3,540 shares; 2025Q2: 3,326 shares; 2025Q3: 3,444 shares; 2025Q4: 4,193 shares; 2026Q1: 4,003 shares 4,003 $361K <0.01% -190 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,896 shares; 2025Q1: 3,019 shares; 2025Q2: 1,647 shares; 2025Q3: 1,612 shares; 2025Q4: 1,648 shares; 2026Q1: 1,438 shares 1,438 $361K <0.01% -210 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,954 shares; 2025Q4: 5,928 shares; 2026Q1: 6,149 shares 6,149 $359K <0.01% +221 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: 2,271 shares; 2025Q1: not reported; 2025Q2: 3,552 shares; 2025Q3: 3,767 shares; 2025Q4: 4,543 shares; 2026Q1: 3,881 shares 3,881 $357K <0.01% -662 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: 7,187 shares; 2026Q1: 4,690 shares 4,690 $357K <0.01% -2,497 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 920 shares; 2025Q4: 962 shares; 2026Q1: 1,045 shares 1,045 $357K <0.01% +83 Timeline FTXL 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: 147 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: 2,414 shares; 2025Q3: 2,416 shares; 2025Q4: 2,418 shares; 2026Q1: 2,418 shares 2,418 $357K <0.01% 0 Timeline MGV 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: 2,196 shares; 2024Q4: 2,063 shares; 2025Q1: 3,328 shares; 2025Q2: 2,332 shares; 2025Q3: 2,223 shares; 2025Q4: 2,252 shares; 2026Q1: 2,457 shares 2,457 $356K <0.01% +205 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,516 shares 21,516 $355K <0.01% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares; 2026Q1: 1,026 shares 1,026 $353K <0.01% -9 Timeline GRID 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: not reported; 2025Q4: not reported; 2026Q1: 2,153 shares 2,153 $352K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares 2,347 $352K <0.01% new Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,750 shares 18,750 $352K <0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,535 shares; 2026Q1: 5,295 shares 5,295 $351K <0.01% +760 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,215 shares; 2025Q2: 79,355 shares; 2025Q3: 8,146 shares; 2025Q4: 9,403 shares; 2026Q1: 7,318 shares 7,318 $351K <0.01% -2,085 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,348 shares; 2024Q4: 32,348 shares; 2025Q1: 32,348 shares; 2025Q2: 19,155 shares; 2025Q3: 19,191 shares; 2025Q4: 19,191 shares; 2026Q1: 19,191 shares 19,191 $351K <0.01% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 203 shares; 2025Q1: 400 shares; 2025Q2: 1,097 shares; 2025Q3: 1,050 shares; 2025Q4: 1,117 shares; 2026Q1: 1,120 shares 1,120 $350K <0.01% +3 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: 1,642 shares; 2024Q4: 1,583 shares; 2025Q1: 1,641 shares; 2025Q2: 1,529 shares; 2025Q3: 1,448 shares; 2025Q4: 1,417 shares; 2026Q1: 1,370 shares 1,370 $348K <0.01% -47 Timeline ANGL 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: 14,299 shares; 2024Q4: 12,701 shares; 2025Q1: 12,115 shares; 2025Q2: 12,111 shares; 2025Q3: 12,047 shares; 2025Q4: 12,162 shares; 2026Q1: 12,110 shares 12,110 $348K <0.01% -52 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 621 shares; 2025Q3: 6,374 shares; 2025Q4: 14,764 shares; 2026Q1: 14,336 shares 14,336 $348K <0.01% -428 Timeline VHT 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: 650 shares; 2024Q4: 922 shares; 2025Q1: 988 shares; 2025Q2: 1,021 shares; 2025Q3: 1,169 shares; 2025Q4: 1,272 shares; 2026Q1: 1,274 shares 1,274 $347K <0.01% +2 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,590 shares 10,590 $346K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,005 shares 8,005 $345K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,826 shares; 2025Q1: 1,616 shares; 2025Q2: 1,628 shares; 2025Q3: 1,642 shares; 2025Q4: 1,721 shares; 2026Q1: 1,676 shares 1,676 $345K <0.01% -45 Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200 $343K <0.01% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 2,502 shares; 2025Q1: 2,184 shares; 2025Q2: 2,186 shares; 2025Q3: 2,043 shares; 2025Q4: 2,006 shares; 2026Q1: 1,921 shares 1,921 $342K <0.01% -85 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,871 shares; 2024Q4: 2,586 shares; 2025Q1: 2,985 shares; 2025Q2: 3,813 shares; 2025Q3: 4,076 shares; 2025Q4: 3,750 shares; 2026Q1: 3,641 shares 3,641 $342K <0.01% -109 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: 1,945 shares; 2024Q4: 3,270 shares; 2025Q1: 2,605 shares; 2025Q2: 1,856 shares; 2025Q3: 2,060 shares; 2025Q4: 2,413 shares; 2026Q1: 2,684 shares 2,684 $337K <0.01% +271 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,880 shares; 2025Q3: 4,476 shares; 2025Q4: 8,065 shares; 2026Q1: 8,025 shares 8,025 $334K <0.01% -40 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 210,200 shares; 2025Q4: 263,200 shares; 2026Q1: 280,250 shares 280,250 $333K <0.01% +17,050 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,062 shares 9,062 $332K <0.01% new Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855 shares; 2024Q4: 1,930 shares; 2025Q1: 1,961 shares; 2025Q2: 1,962 shares; 2025Q3: 2,087 shares; 2025Q4: 12,812 shares; 2026Q1: 6,494 shares 6,494 $329K <0.01% -6,318 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 4,701 shares; 2026Q1: 4,087 shares 4,087 $329K <0.01% -614 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 6,010 shares; 2026Q1: 5,975 shares 5,975 $326K <0.01% -35 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: 3,722 shares; 2024Q4: 5,964 shares; 2025Q1: 5,274 shares; 2025Q2: 15,360 shares; 2025Q3: 19,657 shares; 2025Q4: 28,361 shares; 2026Q1: 9,965 shares 9,965 $326K <0.01% -18,396 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 2,036 shares; 2025Q1: 2,956 shares; 2025Q2: 2,268 shares; 2025Q3: 2,093 shares; 2025Q4: 204,362 shares; 2026Q1: 1,929 shares 1,929 $326K <0.01% -202,433 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 12,852 shares; 2025Q1: 12,916 shares; 2025Q2: 12,956 shares; 2025Q3: 13,094 shares; 2025Q4: 13,405 shares; 2026Q1: 13,497 shares 13,497 $323K <0.01% +92 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: not reported; 2024Q4: 4,933 shares; 2025Q1: 7,721 shares; 2025Q2: 9,654 shares; 2025Q3: 10,508 shares; 2025Q4: 3,706 shares; 2026Q1: 3,119 shares 3,119 $323K <0.01% -587 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25 shares; 2024Q4: 45 shares; 2025Q1: 18 shares; 2025Q2: 41 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 4,688 shares 4,688 $322K <0.01% +4,670 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: 4,503 shares; 2024Q4: 7,117 shares; 2025Q1: 6,095 shares; 2025Q2: 5,447 shares; 2025Q3: 4,802 shares; 2025Q4: 5,852 shares; 2026Q1: 3,849 shares 3,849 $322K <0.01% -2,003 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,744 shares; 2025Q1: 11,932 shares; 2025Q2: 12,289 shares; 2025Q3: 11,297 shares; 2025Q4: 14,562 shares; 2026Q1: 14,148 shares 14,148 $322K <0.01% -414 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: 6,335 shares; 2024Q4: 6,739 shares; 2025Q1: 6,789 shares; 2025Q2: 6,471 shares; 2025Q3: 6,886 shares; 2025Q4: 5,653 shares; 2026Q1: 4,633 shares 4,633 $321K <0.01% -1,020 Timeline CEMB 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: 100,717 shares; 2025Q1: 77,056 shares; 2025Q2: 9,821 shares; 2025Q3: 7,652 shares; 2025Q4: 7,026 shares; 2026Q1: 7,065 shares 7,065 $320K <0.01% +39 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431 shares; 2024Q4: 456 shares; 2025Q1: 479 shares; 2025Q2: 7,178 shares; 2025Q3: 7,730 shares; 2025Q4: 8,012 shares; 2026Q1: 3,464 shares 3,464 $320K <0.01% -4,548 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,460 shares; 2025Q1: 4,252 shares; 2025Q2: 3,470 shares; 2025Q3: 4,546 shares; 2025Q4: 5,371 shares; 2026Q1: 6,136 shares 6,136 $319K <0.01% +765 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,189 shares; 2025Q3: not reported; 2025Q4: 1,306 shares; 2026Q1: 1,544 shares 1,544 $319K <0.01% +238 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: 3,641 shares; 2024Q4: 3,598 shares; 2025Q1: 4,166 shares; 2025Q2: 3,810 shares; 2025Q3: 3,979 shares; 2025Q4: 4,185 shares; 2026Q1: 3,886 shares 3,886 $319K <0.01% -299 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,323 shares; 2025Q4: 1,568 shares; 2026Q1: 1,591 shares 1,591 $318K <0.01% +23 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: 1,522 shares; 2025Q3: not reported; 2025Q4: 1,870 shares; 2026Q1: 1,498 shares 1,498 $317K <0.01% -372 Timeline FSIG 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: 54,750 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 46,150 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares; 2026Q1: 16,750 shares 16,750 $317K <0.01% -24,250 Timeline FUBO FUBOTV INC More: the full row for FUBOTV 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: 33,223 shares 33,223 $314K <0.01% new Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485 shares; 2024Q4: 1,680 shares; 2025Q1: 3,003 shares; 2025Q2: 2,500 shares; 2025Q3: 1,229 shares; 2025Q4: 6,401 shares; 2026Q1: 7,625 shares 7,625 $311K <0.01% +1,224 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: 9,148 shares; 2024Q4: 11,746 shares; 2025Q1: 13,012 shares; 2025Q2: 15,095 shares; 2025Q3: 14,258 shares; 2025Q4: 11,904 shares; 2026Q1: 6,875 shares 6,875 $311K <0.01% -5,029 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: not reported; 2025Q3: not reported; 2025Q4: 3,476 shares; 2026Q1: 4,842 shares 4,842 $311K <0.01% +1,366 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 3,339 shares; 2025Q2: 3,406 shares; 2025Q3: 3,438 shares; 2025Q4: 3,341 shares; 2026Q1: 3,350 shares 3,350 $310K <0.01% +9 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 15,153 shares; 2025Q4: 15,061 shares; 2026Q1: 15,850 shares 15,850 $308K <0.01% +789 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: not reported; 2024Q4: 2,219 shares; 2025Q1: 2,254 shares; 2025Q2: 2,652 shares; 2025Q3: 2,883 shares; 2025Q4: 3,289 shares; 2026Q1: 2,433 shares 2,433 $308K <0.01% -856 Timeline WCMI 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: not reported; 2025Q4: not reported; 2026Q1: 18,351 shares 18,351 $308K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,154 shares; 2026Q1: 1,206 shares 1,206 $307K <0.01% +52 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,998 shares; 2024Q4: 5,351 shares; 2025Q1: 4,498 shares; 2025Q2: 4,615 shares; 2025Q3: 4,615 shares; 2025Q4: 4,619 shares; 2026Q1: 4,879 shares 4,879 $306K <0.01% +260 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,661 shares; 2025Q1: 4,212 shares; 2025Q2: 4,313 shares; 2025Q3: 4,315 shares; 2025Q4: 5,240 shares; 2026Q1: 5,341 shares 5,341 $305K <0.01% +101 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,500 shares; 2025Q4: 12,385 shares; 2026Q1: 12,485 shares 12,485 $305K <0.01% +100 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 2,682 shares; 2025Q1: 2,684 shares; 2025Q2: 2,696 shares; 2025Q3: 2,707 shares; 2025Q4: 2,565 shares; 2026Q1: 2,297 shares 2,297 $304K <0.01% -268 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: 1,118 shares; 2025Q2: 1,686 shares; 2025Q3: 1,439 shares; 2025Q4: 1,739 shares; 2026Q1: 1,213 shares 1,213 $301K <0.01% -526 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: 7,114 shares; 2025Q3: 7,269 shares; 2025Q4: 7,945 shares; 2026Q1: 9,796 shares 9,796 $301K <0.01% +1,851 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: 8,122 shares; 2024Q4: 8,721 shares; 2025Q1: 8,381 shares; 2025Q2: 9,525 shares; 2025Q3: 8,661 shares; 2025Q4: 8,411 shares; 2026Q1: 8,021 shares 8,021 $300K <0.01% -390 Timeline EFIV 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: 4,077 shares; 2024Q4: 4,340 shares; 2025Q1: 4,420 shares; 2025Q2: 4,569 shares; 2025Q3: 4,678 shares; 2025Q4: 4,539 shares; 2026Q1: 4,754 shares 4,754 $300K <0.01% +215 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: 17,056 shares; 2025Q3: 7,150 shares; 2025Q4: 6,717 shares; 2026Q1: 6,131 shares 6,131 $299K <0.01% -586 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,490 shares; 2024Q4: 7,506 shares; 2025Q1: 7,527 shares; 2025Q2: 7,545 shares; 2025Q3: 7,561 shares; 2025Q4: 7,593 shares; 2026Q1: 7,610 shares 7,610 $297K <0.01% +17 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: 5,853 shares; 2024Q4: 14,539 shares; 2025Q1: 5,853 shares; 2025Q2: 6,382 shares; 2025Q3: 5,853 shares; 2025Q4: 5,853 shares; 2026Q1: 5,853 shares 5,853 $297K <0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,705 shares; 2025Q1: 1,759 shares; 2025Q2: 2,003 shares; 2025Q3: 2,020 shares; 2025Q4: 2,120 shares; 2026Q1: 1,382 shares 1,382 $296K <0.01% -738 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,608 shares; 2026Q1: 7,117 shares 7,117 $291K <0.01% -5,491 Timeline MISL 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: not reported; 2025Q4: not reported; 2026Q1: 6,486 shares 6,486 $290K <0.01% new Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,967 shares; 2025Q1: 34,090 shares; 2025Q2: 34,090 shares; 2025Q3: 34,090 shares; 2025Q4: 34,090 shares; 2026Q1: 41,690 shares 41,690 $290K <0.01% +7,600 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 438 shares; 2025Q4: 2,613 shares; 2026Q1: 2,258 shares 2,258 $290K <0.01% -355 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,228 shares; 2026Q1: 4,397 shares 4,397 $288K <0.01% +169 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,776 shares; 2025Q1: 5,460 shares; 2025Q2: 5,738 shares; 2025Q3: 5,785 shares; 2025Q4: 5,547 shares; 2026Q1: 6,590 shares 6,590 $288K <0.01% +1,043 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,132 shares; 2025Q4: 2,110 shares; 2026Q1: 2,008 shares 2,008 $288K <0.01% -102 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 3,650 shares; 2025Q4: 4,475 shares; 2026Q1: 7,220 shares 7,220 $287K <0.01% +2,745 Timeline BILS 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: 630 shares; 2024Q4: 581 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 593 shares; 2026Q1: 2,872 shares 2,872 $286K <0.01% +2,279 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,864 shares; 2024Q4: 34,388 shares; 2025Q1: 37,137 shares; 2025Q2: 8,173 shares; 2025Q3: 6,089 shares; 2025Q4: 6,090 shares; 2026Q1: 5,791 shares 5,791 $285K <0.01% -299 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: 2,693 shares; 2024Q4: 5,354 shares; 2025Q1: 7,747 shares; 2025Q2: 7,449 shares; 2025Q3: 3,800 shares; 2025Q4: 4,000 shares; 2026Q1: 2,793 shares 2,793 $285K <0.01% -1,207 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,330 shares; 2025Q3: 1,493 shares; 2025Q4: 1,767 shares; 2026Q1: 1,367 shares 1,367 $285K <0.01% -400 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,240 shares; 2024Q4: 2,267 shares; 2025Q1: 3,548 shares; 2025Q2: 2,883 shares; 2025Q3: 1,598 shares; 2025Q4: 1,278 shares; 2026Q1: 1,227 shares 1,227 $285K <0.01% -51 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,527 shares; 2024Q4: 21,877 shares; 2025Q1: 21,877 shares; 2025Q2: 20,470 shares; 2025Q3: 20,377 shares; 2025Q4: 18,377 shares; 2026Q1: 17,544 shares 17,544 $284K <0.01% -833 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: 131 shares; 2024Q4: 17,361 shares; 2025Q1: 17,205 shares; 2025Q2: 10,215 shares; 2025Q3: 10,671 shares; 2025Q4: 11,025 shares; 2026Q1: 12,191 shares 12,191 $283K <0.01% +1,166 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,936 shares; 2025Q4: 3,286 shares; 2026Q1: 3,412 shares 3,412 $281K <0.01% +126 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: 1,244 shares; 2024Q4: 1,400 shares; 2025Q1: 1,390 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,418 shares; 2026Q1: 1,301 shares 1,301 $281K <0.01% -117 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,422 shares; 2024Q4: 12,063 shares; 2025Q1: 11,545 shares; 2025Q2: 11,545 shares; 2025Q3: 11,545 shares; 2025Q4: 11,545 shares; 2026Q1: 11,545 shares 11,545 $280K <0.01% 0 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: 4,205 shares; 2024Q4: 4,763 shares; 2025Q1: 5,005 shares; 2025Q2: 10,218 shares; 2025Q3: 6,136 shares; 2025Q4: 6,299 shares; 2026Q1: 3,931 shares 3,931 $280K <0.01% -2,368 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,311 shares 8,311 $279K <0.01% new Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,522 shares; 2026Q1: 3,818 shares 3,818 $279K <0.01% +296 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 1,243 shares; 2025Q1: 1,120 shares; 2025Q2: 1,090 shares; 2025Q3: 1,070 shares; 2025Q4: 1,071 shares; 2026Q1: 1,107 shares 1,107 $275K <0.01% +36 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 10,818 shares; 2025Q1: 11,805 shares; 2025Q2: 20,350 shares; 2025Q3: 14,278 shares; 2025Q4: 6,845 shares; 2026Q1: 6,851 shares 6,851 $275K <0.01% +6 Timeline ISCF 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: 143,319 shares; 2025Q1: 112,884 shares; 2025Q2: 12,141 shares; 2025Q3: 6,431 shares; 2025Q4: 6,555 shares; 2026Q1: 6,553 shares 6,553 $274K <0.01% -2 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,743 shares; 2024Q4: 5,782 shares; 2025Q1: 3,377 shares; 2025Q2: 3,384 shares; 2025Q3: 4,288 shares; 2025Q4: 4,577 shares; 2026Q1: 4,222 shares 4,222 $273K <0.01% -355 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 4,141 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares 4,140 $273K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 167,580 shares; 2025Q1: 184,462 shares; 2025Q2: 6,583 shares; 2025Q3: 7,128 shares; 2025Q4: 7,043 shares; 2026Q1: 5,393 shares 5,393 $272K <0.01% -1,650 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88 shares; 2025Q1: 88 shares; 2025Q2: 710 shares; 2025Q3: 2,013 shares; 2025Q4: 2,484 shares; 2026Q1: 2,697 shares 2,697 $270K <0.01% +213 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,791 shares 10,791 $268K <0.01% new Timeline MSML 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: 3,959 shares; 2024Q4: 4,039 shares; 2025Q1: 4,049 shares; 2025Q2: 4,060 shares; 2025Q3: 4,073 shares; 2025Q4: 4,089 shares; 2026Q1: 4,099 shares 4,099 $267K <0.01% +10 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,675 shares; 2026Q1: 21,235 shares 21,235 $266K <0.01% -440 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 2,300 shares; 2025Q1: 1,712 shares; 2025Q2: 1,229 shares; 2025Q3: 1,688 shares; 2025Q4: 1,930 shares; 2026Q1: 2,633 shares 2,633 $265K <0.01% +703 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,616 shares 17,616 $265K <0.01% new Timeline VFQY 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: 1,853 shares; 2024Q4: 1,853 shares; 2025Q1: 1,745 shares; 2025Q2: 1,750 shares; 2025Q3: 1,755 shares; 2025Q4: 1,761 shares; 2026Q1: 1,766 shares 1,766 $264K <0.01% +5 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,422 shares; 2025Q4: 2,877 shares; 2026Q1: 2,794 shares 2,794 $263K <0.01% -83 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,099 shares; 2026Q1: 2,004 shares 2,004 $263K <0.01% -95 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816 shares 816 $263K <0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 488 shares; 2025Q4: 521 shares; 2026Q1: 479 shares 479 $261K <0.01% -42 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,045 shares; 2024Q4: 6,086 shares; 2025Q1: 6,086 shares; 2025Q2: 5,649 shares; 2025Q3: 5,649 shares; 2025Q4: 5,678 shares; 2026Q1: 5,580 shares 5,580 $261K <0.01% -98 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 6,134 shares; 2025Q2: 5,677 shares; 2025Q3: 8,927 shares; 2025Q4: 8,792 shares; 2026Q1: 7,698 shares 7,698 $260K <0.01% -1,094 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: 12,774 shares; 2024Q4: 5,397 shares; 2025Q1: 4,149 shares; 2025Q2: 4,157 shares; 2025Q3: 4,165 shares; 2025Q4: 4,249 shares; 2026Q1: 3,436 shares 3,436 $259K <0.01% -813 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,779 shares; 2025Q1: 11,181 shares; 2025Q2: 11,473 shares; 2025Q3: 10,044 shares; 2025Q4: 11,524 shares; 2026Q1: 12,251 shares 12,251 $259K <0.01% +727 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,220 shares; 2025Q1: 4,399 shares; 2025Q2: 2,653 shares; 2025Q3: 1,941 shares; 2025Q4: 2,035 shares; 2026Q1: 1,922 shares 1,922 $259K <0.01% -113 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: not reported; 2025Q2: 3,389 shares; 2025Q3: 3,521 shares; 2025Q4: 3,619 shares; 2026Q1: 3,644 shares 3,644 $258K <0.01% +25 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,450 shares; 2024Q4: 28,650 shares; 2025Q1: 28,650 shares; 2025Q2: 28,650 shares; 2025Q3: 28,650 shares; 2025Q4: 28,650 shares; 2026Q1: 10,000 shares 10,000 $258K <0.01% -18,650 Timeline DFVE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,932 shares 7,932 $258K <0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,333 shares; 2026Q1: 5,950 shares 5,950 $255K <0.01% -383 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: not reported; 2024Q4: 7,414 shares; 2025Q1: 9,248 shares; 2025Q2: 5,157 shares; 2025Q3: 3,692 shares; 2025Q4: 3,336 shares; 2026Q1: 3,335 shares 3,335 $255K <0.01% -1 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: 4,645 shares; 2024Q4: 4,971 shares; 2025Q1: 5,100 shares; 2025Q2: 5,255 shares; 2025Q3: 5,486 shares; 2025Q4: 5,556 shares; 2026Q1: 3,274 shares 3,274 $252K <0.01% -2,282 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,099 shares; 2025Q1: 3,907 shares; 2025Q2: 3,910 shares; 2025Q3: 4,075 shares; 2025Q4: 6,015 shares; 2026Q1: 6,221 shares 6,221 $252K <0.01% +206 Timeline DISV 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: 1,131 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,183 shares; 2026Q1: 6,339 shares 6,339 $250K <0.01% +3,156 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 355 shares 355 $249K <0.01% new 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: 788 shares; 2024Q4: 1,485 shares; 2025Q1: 541 shares; 2025Q2: 485 shares; 2025Q3: 2,807 shares; 2025Q4: 5,027 shares; 2026Q1: 5,150 shares 5,150 $249K <0.01% +123 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,734 shares; 2024Q4: 23,497 shares; 2025Q1: 16,169 shares; 2025Q2: 14,063 shares; 2025Q3: 14,169 shares; 2025Q4: 14,226 shares; 2026Q1: 22,946 shares 22,946 $249K <0.01% +8,720 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares; 2026Q1: 11,735 shares 11,735 $248K <0.01% 0 Timeline PAMC 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: 1,028 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,159 shares; 2026Q1: 5,159 shares 5,159 $247K <0.01% 0 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares; 2026Q1: 415 shares 415 $246K <0.01% -47 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,988 shares; 2024Q4: 5,411 shares; 2025Q1: 5,092 shares; 2025Q2: 5,178 shares; 2025Q3: 5,225 shares; 2025Q4: 4,977 shares; 2026Q1: 5,244 shares 5,244 $245K <0.01% +267 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,781 shares; 2025Q1: 19,781 shares; 2025Q2: 19,781 shares; 2025Q3: 19,781 shares; 2025Q4: 19,781 shares; 2026Q1: 19,781 shares 19,781 $244K <0.01% 0 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: 1,284 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,766 shares; 2025Q3: 1,209 shares; 2025Q4: 2,270 shares; 2026Q1: 2,271 shares 2,271 $244K <0.01% +1 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 2,528 shares; 2025Q3: 2,354 shares; 2025Q4: 2,140 shares; 2026Q1: 2,156 shares 2,156 $243K <0.01% +16 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: 2,503 shares; 2026Q1: 2,092 shares 2,092 $241K <0.01% -411 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: 4,857 shares; 2024Q4: 8,089 shares; 2025Q1: not reported; 2025Q2: 4,479 shares; 2025Q3: 3,431 shares; 2025Q4: 3,609 shares; 2026Q1: 3,733 shares 3,733 $241K <0.01% +124 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,751 shares; 2024Q4: 2,485 shares; 2025Q1: 2,408 shares; 2025Q2: 5,026 shares; 2025Q3: 2,982 shares; 2025Q4: 3,106 shares; 2026Q1: 2,018 shares 2,018 $241K <0.01% -1,088 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 1,497 shares; 2025Q4: 1,963 shares; 2026Q1: 1,722 shares 1,722 $240K <0.01% -241 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 3,848 shares; 2025Q1: 3,156 shares; 2025Q2: 2,997 shares; 2025Q3: 2,765 shares; 2025Q4: 2,648 shares; 2026Q1: 8,339 shares 8,339 $239K <0.01% +5,691 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 1,814 shares 1,814 $239K <0.01% +147 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: 114,416 shares; 2024Q4: 1,777 shares; 2025Q1: 168,828 shares; 2025Q2: 3,346 shares; 2025Q3: 1,989 shares; 2025Q4: 2,346 shares; 2026Q1: 2,149 shares 2,149 $238K <0.01% -197 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,091 shares; 2025Q1: 3,082 shares; 2025Q2: 2,326 shares; 2025Q3: 2,939 shares; 2025Q4: 3,072 shares; 2026Q1: 3,006 shares 3,006 $237K <0.01% -66 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 3,859 shares; 2026Q1: 3,863 shares 3,863 $237K <0.01% +4 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 300 shares 300 $237K <0.01% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 5,525 shares; 2025Q1: 4,331 shares; 2025Q2: 4,331 shares; 2025Q3: 4,331 shares; 2025Q4: 4,331 shares; 2026Q1: 4,331 shares 4,331 $237K <0.01% 0 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: 4,735 shares; 2024Q4: 7,479 shares; 2025Q1: 5,855 shares; 2025Q2: 5,591 shares; 2025Q3: 5,715 shares; 2025Q4: 6,386 shares; 2026Q1: 5,172 shares 5,172 $237K <0.01% -1,214 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: 3,110 shares; 2024Q4: 5,506 shares; 2025Q1: 5,561 shares; 2025Q2: 5,474 shares; 2025Q3: 5,477 shares; 2025Q4: 5,980 shares; 2026Q1: 4,937 shares 4,937 $236K <0.01% -1,043 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,568 shares; 2026Q1: 1,288 shares 1,288 $236K <0.01% -280 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,949 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 2,969 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares; 2026Q1: 2,969 shares 2,969 $236K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,474 shares; 2025Q1: 1,645 shares; 2025Q2: 1,824 shares; 2025Q3: 1,651 shares; 2025Q4: 1,958 shares; 2026Q1: 983 shares 983 $235K <0.01% -975 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: 1,516 shares; 2026Q1: 1,247 shares 1,247 $235K <0.01% -269 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: 2,630 shares; 2024Q4: 4,080 shares; 2025Q1: 4,124 shares; 2025Q2: 4,527 shares; 2025Q3: 4,182 shares; 2025Q4: 4,217 shares; 2026Q1: 2,934 shares 2,934 $235K <0.01% -1,283 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,074 shares 3,074 $234K <0.01% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,291 shares; 2026Q1: 21,291 shares 21,291 $233K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 649 shares 649 $233K <0.01% new 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: 2,681 shares; 2024Q4: 2,723 shares; 2025Q1: 2,520 shares; 2025Q2: 2,616 shares; 2025Q3: 2,626 shares; 2025Q4: 2,629 shares; 2026Q1: 4,026 shares 4,026 $230K <0.01% +1,397 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,633 shares; 2025Q1: 2,925 shares; 2025Q2: 3,030 shares; 2025Q3: 3,466 shares; 2025Q4: 3,563 shares; 2026Q1: 4,867 shares 4,867 $229K <0.01% +1,304 Timeline XJUL 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: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,165 shares; 2025Q3: 7,165 shares; 2025Q4: 5,865 shares; 2026Q1: 5,865 shares 5,865 $228K <0.01% 0 Timeline IUSG 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: 853 shares; 2024Q4: 1,390 shares; 2025Q1: 1,431 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,458 shares; 2026Q1: 1,459 shares 1,459 $226K <0.01% +1 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $226K <0.01% 0 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: 2,657 shares; 2024Q4: 2,923 shares; 2025Q1: 2,979 shares; 2025Q2: 3,078 shares; 2025Q3: 2,900 shares; 2025Q4: 2,269 shares; 2026Q1: 1,544 shares 1,544 $226K <0.01% -725 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,025 shares; 2025Q2: 10,077 shares; 2025Q3: not reported; 2025Q4: 9,816 shares; 2026Q1: 8,118 shares 8,118 $225K <0.01% -1,698 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,720 shares; 2025Q2: 2,996 shares; 2025Q3: 2,790 shares; 2025Q4: 2,797 shares; 2026Q1: 2,045 shares 2,045 $225K <0.01% -752 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 1,630 shares; 2025Q1: 1,827 shares; 2025Q2: 1,413 shares; 2025Q3: 1,414 shares; 2025Q4: 1,166 shares; 2026Q1: 1,540 shares 1,540 $225K <0.01% +374 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,585 shares; 2025Q1: 10,585 shares; 2025Q2: 10,585 shares; 2025Q3: 10,585 shares; 2025Q4: 10,585 shares; 2026Q1: 13,953 shares 13,953 $224K <0.01% +3,368 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: not reported; 2025Q4: not reported; 2026Q1: 5,279 shares 5,279 $224K <0.01% new 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: 2,787 shares; 2024Q4: 3,143 shares; 2025Q1: 2,791 shares; 2025Q2: 2,662 shares; 2025Q3: 2,333 shares; 2025Q4: 4,600 shares; 2026Q1: 4,483 shares 4,483 $224K <0.01% -117 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: 794 shares; 2024Q4: 862 shares; 2025Q1: 1,383 shares; 2025Q2: 1,385 shares; 2025Q3: 1,398 shares; 2025Q4: 1,455 shares; 2026Q1: 1,890 shares 1,890 $224K <0.01% +435 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,347 shares; 2025Q1: 12,687 shares; 2025Q2: 11,928 shares; 2025Q3: 11,995 shares; 2025Q4: 13,020 shares; 2026Q1: 9,396 shares 9,396 $224K <0.01% -3,624 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,273 shares; 2026Q1: 3,825 shares 3,825 $224K <0.01% -448 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,102 shares; 2025Q1: 13,997 shares; 2025Q2: 20,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,219 shares 2,219 $222K <0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares 680 $221K <0.01% new Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $220K <0.01% 0 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,809 shares; 2024Q4: 32,890 shares; 2025Q1: 31,423 shares; 2025Q2: 31,485 shares; 2025Q3: 30,237 shares; 2025Q4: 29,251 shares; 2026Q1: 17,009 shares 17,009 $219K <0.01% -12,242 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,094 shares 8,094 $219K <0.01% new Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 3,667 shares; 2025Q1: 3,647 shares; 2025Q2: 3,611 shares; 2025Q3: 3,612 shares; 2025Q4: 3,611 shares; 2026Q1: 3,611 shares 3,611 $217K <0.01% 0 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,273 shares 4,273 $217K <0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,772 shares; 2025Q1: 1,943 shares; 2025Q2: 1,828 shares; 2025Q3: 2,263 shares; 2025Q4: 4,510 shares; 2026Q1: 3,171 shares 3,171 $216K <0.01% -1,339 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: not reported; 2024Q4: 10,322 shares; 2025Q1: not reported; 2025Q2: 9,501 shares; 2025Q3: 10,103 shares; 2025Q4: 9,876 shares; 2026Q1: 8,343 shares 8,343 $216K <0.01% -1,533 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,146 shares; 2024Q4: 18,204 shares; 2025Q1: 21,250 shares; 2025Q2: 21,160 shares; 2025Q3: 22,160 shares; 2025Q4: not reported; 2026Q1: 629 shares 629 $215K <0.01% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 300 shares; 2025Q2: 556 shares; 2025Q3: 566 shares; 2025Q4: 1,478 shares; 2026Q1: 2,438 shares 2,438 $215K <0.01% +960 Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,300 shares 11,300 $214K <0.01% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,448 shares; 2024Q4: 4,729 shares; 2025Q1: 4,729 shares; 2025Q2: 5,064 shares; 2025Q3: 5,490 shares; 2025Q4: 5,580 shares; 2026Q1: 5,580 shares 5,580 $213K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 3,181 shares; 2025Q1: 3,189 shares; 2025Q2: 6,024 shares; 2025Q3: 3,289 shares; 2025Q4: 3,296 shares; 2026Q1: 3,304 shares 3,304 $213K <0.01% +8 Timeline JPUS 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: 2,012 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,631 shares 1,631 $212K <0.01% 0 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,170 shares; 2026Q1: 11,170 shares 11,170 $212K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,179 shares 5,179 $211K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,182 shares; 2026Q1: 4,820 shares 4,820 $211K <0.01% -362 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: 3,270 shares; 2024Q4: 3,624 shares; 2025Q1: 3,734 shares; 2025Q2: 3,873 shares; 2025Q3: 4,101 shares; 2025Q4: 4,165 shares; 2026Q1: 2,308 shares 2,308 $210K <0.01% -1,857 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,243 shares; 2025Q4: 17,243 shares; 2026Q1: 17,243 shares 17,243 $210K <0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,710 shares; 2025Q1: 2,999 shares; 2025Q2: not reported; 2025Q3: 3,052 shares; 2025Q4: 3,323 shares; 2026Q1: 3,477 shares 3,477 $210K <0.01% +154 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,851 shares; 2026Q1: 4,699 shares 4,699 $210K <0.01% -1,152 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: 1,818 shares; 2024Q4: 2,201 shares; 2025Q1: 2,394 shares; 2025Q2: 3,379 shares; 2025Q3: 3,312 shares; 2025Q4: 3,510 shares; 2026Q1: 1,837 shares 1,837 $209K <0.01% -1,673 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,330 shares; 2026Q1: 1,697 shares 1,697 $209K <0.01% -633 Timeline PXF 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: 2,697 shares; 2024Q4: 2,728 shares; 2025Q1: 2,741 shares; 2025Q2: 2,729 shares; 2025Q3: 2,739 shares; 2025Q4: 2,976 shares; 2026Q1: 2,987 shares 2,987 $209K <0.01% +11 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: 1,980 shares; 2024Q4: 2,394 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,751 shares; 2025Q4: 3,056 shares; 2026Q1: 4,191 shares 4,191 $208K <0.01% +1,135 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,733 shares; 2025Q3: 6,713 shares; 2025Q4: 7,840 shares; 2026Q1: 9,615 shares 9,615 $208K <0.01% +1,775 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: 1,365 shares; 2024Q4: 3,048 shares; 2025Q1: 2,911 shares; 2025Q2: 2,801 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares; 2026Q1: 2,923 shares 2,923 $208K <0.01% +122 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,024 shares 6,024 $207K <0.01% new Timeline