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: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 14,068 shares; 2025Q3: not reported; 2025Q4: 15,526 shares; 2026Q1: 15,910 shares 15,910 $756K 0.02% +384 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: 8 shares; 2024Q4: 6 shares; 2025Q1: 14 shares; 2025Q2: 44 shares; 2025Q3: 27,964 shares; 2025Q4: 147 shares; 2026Q1: 547 shares 547 $754K 0.02% +400 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: 27 shares; 2024Q4: 20 shares; 2025Q1: 174 shares; 2025Q2: 2,535 shares; 2025Q3: 3,063 shares; 2025Q4: 2,846 shares; 2026Q1: 2,636 shares 2,636 $751K 0.02% -210 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: 719 shares; 2024Q4: 2,178 shares; 2025Q1: 1,320 shares; 2025Q2: 1,383 shares; 2025Q3: 23,753 shares; 2025Q4: 4,893 shares; 2026Q1: 4,765 shares 4,765 $750K 0.02% -128 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: 364 shares; 2024Q4: 631 shares; 2025Q1: 3,681 shares; 2025Q2: 1,905 shares; 2025Q3: 202,610 shares; 2025Q4: 6,538 shares; 2026Q1: 22,552 shares 22,552 $750K 0.02% +16,014 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,716 shares; 2025Q3: not reported; 2025Q4: 2,109 shares; 2026Q1: 2,020 shares 2,020 $749K 0.02% -89 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 610 shares; 2025Q1: 845 shares; 2025Q2: 1,405 shares; 2025Q3: 8,194 shares; 2025Q4: 3,878 shares; 2026Q1: 3,231 shares 3,231 $745K 0.02% -647 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: 1,197 shares; 2024Q4: 776 shares; 2025Q1: 7,124 shares; 2025Q2: 5,182 shares; 2025Q3: 105,187 shares; 2025Q4: 54,587 shares; 2026Q1: 15,847 shares 15,847 $741K 0.02% -38,740 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 529 shares; 2025Q1: 657 shares; 2025Q2: 1,754 shares; 2025Q3: 2,620 shares; 2025Q4: 2,266 shares; 2026Q1: 2,280 shares 2,280 $735K 0.02% +14 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: 543 shares; 2024Q4: 544 shares; 2025Q1: 425 shares; 2025Q2: 436 shares; 2025Q3: 6,359 shares; 2025Q4: 2,636 shares; 2026Q1: 5,263 shares 5,263 $734K 0.02% +2,627 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: 821 shares; 2024Q4: 1,959 shares; 2025Q1: 3,057 shares; 2025Q2: 5,470 shares; 2025Q3: 43,011 shares; 2025Q4: 39,746 shares; 2026Q1: 13,558 shares 13,558 $734K 0.02% -26,188 Timeline LGOV 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: 265,901 shares; 2025Q1: 40,113 shares; 2025Q2: 34,560 shares; 2025Q3: not reported; 2025Q4: 33,885 shares; 2026Q1: 33,886 shares 33,886 $731K 0.02% +1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 534 shares; 2025Q3: 258,722 shares; 2025Q4: 9,643 shares; 2026Q1: 9,166 shares 9,166 $727K 0.02% -477 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,640 shares 14,640 $725K 0.02% new Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,783 shares 30,783 $723K 0.02% new Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,299 shares; 2024Q4: 2,328 shares; 2025Q1: 2,155 shares; 2025Q2: 2,168 shares; 2025Q3: 21,329 shares; 2025Q4: 2,448 shares; 2026Q1: 4,359 shares 4,359 $718K 0.02% +1,911 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,179 shares; 2025Q3: not reported; 2025Q4: 4,320 shares; 2026Q1: 16,807 shares 16,807 $714K 0.02% +12,487 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: 1,041 shares; 2024Q4: 1,804 shares; 2025Q1: 912 shares; 2025Q2: 1,453 shares; 2025Q3: 100,278 shares; 2025Q4: 2,623 shares; 2026Q1: 4,718 shares 4,718 $712K 0.02% +2,095 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 6,055 shares; 2026Q1: 5,557 shares 5,557 $710K 0.02% -498 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: 176,527 shares; 2024Q4: 173,522 shares; 2025Q1: 6,798 shares; 2025Q2: 5,330 shares; 2025Q3: not reported; 2025Q4: 5,406 shares; 2026Q1: 5,339 shares 5,339 $707K 0.02% -67 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: 139 shares; 2024Q4: 160 shares; 2025Q1: 183 shares; 2025Q2: 173 shares; 2025Q3: 9,672 shares; 2025Q4: 650 shares; 2026Q1: 1,353 shares 1,353 $706K 0.02% +703 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 329 shares; 2025Q4: 330 shares; 2026Q1: 11,026 shares 11,026 $705K 0.02% +10,696 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: 1,301 shares; 2024Q4: 12,434 shares; 2025Q1: 4,987 shares; 2025Q2: 5,057 shares; 2025Q3: 29,710 shares; 2025Q4: 12,867 shares; 2026Q1: 15,157 shares 15,157 $704K 0.02% +2,290 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: 5,282 shares; 2024Q4: 20,751 shares; 2025Q1: 18,063 shares; 2025Q2: 19,858 shares; 2025Q3: 29,349 shares; 2025Q4: 32,373 shares; 2026Q1: 10,243 shares 10,243 $700K 0.02% -22,130 Timeline VCIT 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: not reported; 2024Q4: 17,737 shares; 2025Q1: 13,637 shares; 2025Q2: 7,777 shares; 2025Q3: not reported; 2025Q4: 8,373 shares; 2026Q1: 8,442 shares 8,442 $699K 0.02% +69 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: 167 shares; 2024Q4: 175 shares; 2025Q1: 1,509 shares; 2025Q2: 1,359 shares; 2025Q3: 24,068 shares; 2025Q4: 3,042 shares; 2026Q1: 3,665 shares 3,665 $697K 0.02% +623 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: 158 shares; 2025Q1: 705 shares; 2025Q2: 1,229 shares; 2025Q3: 13,771 shares; 2025Q4: 7,036 shares; 2026Q1: 5,907 shares 5,907 $695K 0.02% -1,129 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 543 shares; 2025Q1: 2,081 shares; 2025Q2: 1,421 shares; 2025Q3: 1,540 shares; 2025Q4: 1,447 shares; 2026Q1: 1,628 shares 1,628 $692K 0.02% +181 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 770 shares; 2025Q1: 998 shares; 2025Q2: 985 shares; 2025Q3: 11,248 shares; 2025Q4: 1,776 shares; 2026Q1: 2,436 shares 2,436 $691K 0.02% +660 Timeline UCON 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: 11,540 shares; 2025Q1: 42,385 shares; 2025Q2: 30,819 shares; 2025Q3: not reported; 2025Q4: 29,947 shares; 2026Q1: 27,855 shares 27,855 $690K 0.02% -2,092 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 4,124 shares 4,124 $683K 0.02% +4,054 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: 391 shares; 2024Q4: 620 shares; 2025Q1: 1,020 shares; 2025Q2: 360 shares; 2025Q3: 149,261 shares; 2025Q4: 5,443 shares; 2026Q1: 10,550 shares 10,550 $676K 0.02% +5,107 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,950 shares; 2025Q1: 40,567 shares; 2025Q2: 12,779 shares; 2025Q3: not reported; 2025Q4: 11,661 shares; 2026Q1: 11,171 shares 11,171 $673K 0.02% -490 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,025 shares; 2025Q1: 754 shares; 2025Q2: 1,115 shares; 2025Q3: not reported; 2025Q4: 784 shares; 2026Q1: 8,014 shares 8,014 $662K 0.02% +7,230 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,046 shares; 2025Q1: 1,569 shares; 2025Q2: 3,157 shares; 2025Q3: 56,975 shares; 2025Q4: 5,151 shares; 2026Q1: 9,549 shares 9,549 $661K 0.02% +4,398 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 13,047 shares 13,047 $661K 0.02% +12,969 Timeline NATO THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,136 shares 17,136 $661K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,726 shares; 2024Q4: 9,744 shares; 2025Q1: 8,268 shares; 2025Q2: 12,330 shares; 2025Q3: 84,620 shares; 2025Q4: 8,547 shares; 2026Q1: 19,881 shares 19,881 $660K 0.02% +11,334 Timeline UAPR 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: 525 shares; 2025Q3: not reported; 2025Q4: 525 shares; 2026Q1: 19,749 shares 19,749 $659K 0.02% +19,224 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: 7,818 shares; 2025Q1: 4,192 shares; 2025Q2: 4,337 shares; 2025Q3: 26,386 shares; 2025Q4: 10,601 shares; 2026Q1: 6,768 shares 6,768 $658K 0.02% -3,833 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,328 shares; 2025Q3: 91,956 shares; 2025Q4: 89,264 shares; 2026Q1: 77,407 shares 77,407 $657K 0.02% -11,857 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: 7,988 shares; 2024Q4: 6,517 shares; 2025Q1: 4,506 shares; 2025Q2: 4,240 shares; 2025Q3: not reported; 2025Q4: 4,670 shares; 2026Q1: 4,138 shares 4,138 $657K 0.02% -532 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: 411 shares; 2025Q2: 411 shares; 2025Q3: not reported; 2025Q4: 411 shares; 2026Q1: 16,500 shares 16,500 $656K 0.02% +16,089 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 589 shares; 2025Q1: 716 shares; 2025Q2: 884 shares; 2025Q3: 1,311 shares; 2025Q4: 3,604 shares; 2026Q1: 2,876 shares 2,876 $654K 0.02% -728 Timeline iShares Intl Dividend Growth iShares Intl Dividend Growth More: the full row for iShares Intl Dividend Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,981 shares 69,981 $654K 0.02% new INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,404 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: not reported; 2025Q4: 5,050 shares; 2026Q1: 13,874 shares 13,874 $650K 0.02% +8,824 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,625 shares 19,625 $648K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 4,691 shares; 2025Q1: 4,518 shares; 2025Q2: 5,885 shares; 2025Q3: 108,000 shares; 2025Q4: 23,859 shares; 2026Q1: 12,457 shares 12,457 $648K 0.02% -11,402 Timeline EWQ 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: 14,919 shares; 2024Q4: 14,919 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,919 shares; 2026Q1: 14,919 shares 14,919 $647K 0.02% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,646 shares 12,646 $645K 0.02% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 229 shares; 2025Q2: 283 shares; 2025Q3: 32,282 shares; 2025Q4: 925 shares; 2026Q1: 2,577 shares 2,577 $642K 0.02% +1,652 Timeline DNL 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: 10,493 shares; 2025Q1: 12,839 shares; 2025Q2: 17,959 shares; 2025Q3: not reported; 2025Q4: 17,235 shares; 2026Q1: 15,901 shares 15,901 $642K 0.02% -1,334 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: not reported; 2024Q4: not reported; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: not reported; 2025Q4: 530 shares; 2026Q1: 22,961 shares 22,961 $639K 0.02% +22,431 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,625 shares; 2025Q1: 2,537 shares; 2025Q2: 2,602 shares; 2025Q3: 10,005 shares; 2025Q4: 4,780 shares; 2026Q1: 6,900 shares 6,900 $639K 0.02% +2,120 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: 10,967 shares; 2024Q4: 10,211 shares; 2025Q1: 4,236 shares; 2025Q2: 4,151 shares; 2025Q3: 14,276 shares; 2025Q4: 14,506 shares; 2026Q1: 13,047 shares 13,047 $636K 0.02% -1,459 Timeline IGRO 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: 700 shares; 2025Q3: not reported; 2025Q4: 1,044 shares; 2026Q1: 7,579 shares 7,579 $635K 0.02% +6,535 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858 shares; 2024Q4: 1,906 shares; 2025Q1: 12,620 shares; 2025Q2: 13,215 shares; 2025Q3: not reported; 2025Q4: 14,229 shares; 2026Q1: 11,897 shares 11,897 $635K 0.02% -2,332 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 1,325 shares; 2025Q1: 174 shares; 2025Q2: 1,161 shares; 2025Q3: 18,562 shares; 2025Q4: 9,910 shares; 2026Q1: 5,937 shares 5,937 $635K 0.02% -3,973 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: 100 shares; 2024Q4: 2,559 shares; 2025Q1: 2,964 shares; 2025Q2: 3,746 shares; 2025Q3: 3,991 shares; 2025Q4: 7,162 shares; 2026Q1: 4,979 shares 4,979 $634K 0.02% -2,183 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 958 shares; 2025Q1: 1,261 shares; 2025Q2: 3,391 shares; 2025Q3: 102,520 shares; 2025Q4: 3,597 shares; 2026Q1: 5,852 shares 5,852 $634K 0.02% +2,255 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356 shares; 2024Q4: 1,851 shares; 2025Q1: 1,028 shares; 2025Q2: 1,023 shares; 2025Q3: 1,639 shares; 2025Q4: 1,976 shares; 2026Q1: 1,423 shares 1,423 $632K 0.02% -553 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: 14,760 shares; 2024Q4: 11,278 shares; 2025Q1: 10,428 shares; 2025Q2: 10,521 shares; 2025Q3: 18,496 shares; 2025Q4: 15,042 shares; 2026Q1: 9,239 shares 9,239 $628K 0.02% -5,803 Timeline IUSV 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: 6,471 shares; 2025Q1: 6,425 shares; 2025Q2: 5,561 shares; 2025Q3: not reported; 2025Q4: 6,214 shares; 2026Q1: 6,132 shares 6,132 $627K 0.02% -82 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,349 shares; 2025Q2: 8,115 shares; 2025Q3: not reported; 2025Q4: 6,151 shares; 2026Q1: 5,572 shares 5,572 $627K 0.02% -579 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 764 shares; 2025Q1: 840 shares; 2025Q2: 952 shares; 2025Q3: 3,055 shares; 2025Q4: 2,315 shares; 2026Q1: 1,576 shares 1,576 $625K 0.02% -739 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: not reported; 2025Q2: 257 shares; 2025Q3: 27,440 shares; 2025Q4: 10,824 shares; 2026Q1: 26,433 shares 26,433 $624K 0.02% +15,609 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 1,547 shares; 2025Q1: 1,550 shares; 2025Q2: 1,623 shares; 2025Q3: not reported; 2025Q4: 4,683 shares; 2026Q1: 1,889 shares 1,889 $621K 0.02% -2,794 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 6,616 shares; 2025Q1: 5,103 shares; 2025Q2: 5,119 shares; 2025Q3: 12,349 shares; 2025Q4: 5,062 shares; 2026Q1: 5,063 shares 5,063 $617K 0.02% +1 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: 520 shares; 2024Q4: 548 shares; 2025Q1: 191 shares; 2025Q2: 406 shares; 2025Q3: 18,726 shares; 2025Q4: 1,136 shares; 2026Q1: 1,794 shares 1,794 $617K 0.02% +658 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,485 shares; 2024Q4: 3,365 shares; 2025Q1: 2,789 shares; 2025Q2: 2,766 shares; 2025Q3: 22,642 shares; 2025Q4: 4,579 shares; 2026Q1: 2,458 shares 2,458 $616K 0.02% -2,121 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: 8,849 shares; 2024Q4: 10,424 shares; 2025Q1: 9,147 shares; 2025Q2: 10,247 shares; 2025Q3: not reported; 2025Q4: 10,136 shares; 2026Q1: 10,130 shares 10,130 $612K 0.02% -6 Timeline BAUG 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: 14,291 shares; 2024Q4: 14,233 shares; 2025Q1: 14,233 shares; 2025Q2: 13,151 shares; 2025Q3: not reported; 2025Q4: 12,759 shares; 2026Q1: 12,484 shares 12,484 $610K 0.02% -275 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,633 shares; 2024Q4: 2,704 shares; 2025Q1: 2,744 shares; 2025Q2: 3,588 shares; 2025Q3: 6,869 shares; 2025Q4: 4,625 shares; 2026Q1: 5,466 shares 5,466 $609K 0.02% +841 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,396 shares; 2024Q4: 16,005 shares; 2025Q1: 20,030 shares; 2025Q2: 13,545 shares; 2025Q3: not reported; 2025Q4: 16,532 shares; 2026Q1: 19,995 shares 19,995 $606K 0.02% +3,463 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 177 shares; 2025Q1: 182 shares; 2025Q2: 181 shares; 2025Q3: 508 shares; 2025Q4: 281 shares; 2026Q1: 275 shares 275 $605K 0.02% -6 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: 1,340 shares; 2024Q4: 1,831 shares; 2025Q1: 1,611 shares; 2025Q2: 1,229 shares; 2025Q3: 19,153 shares; 2025Q4: 2,744 shares; 2026Q1: 2,447 shares 2,447 $605K 0.02% -297 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 12,738 shares; 2025Q1: 12,526 shares; 2025Q2: 12,004 shares; 2025Q3: not reported; 2025Q4: 11,633 shares; 2026Q1: 11,507 shares 11,507 $604K 0.02% -126 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: 1,169 shares; 2024Q4: 1,267 shares; 2025Q1: 4,636 shares; 2025Q2: 3,862 shares; 2025Q3: 49,524 shares; 2025Q4: 2,761 shares; 2026Q1: 8,792 shares 8,792 $604K 0.02% +6,031 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,962 shares; 2024Q4: 18,005 shares; 2025Q1: 15,326 shares; 2025Q2: 14,902 shares; 2025Q3: 24,233 shares; 2025Q4: 13,569 shares; 2026Q1: 11,543 shares 11,543 $603K 0.02% -2,026 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,955 shares; 2025Q2: 21,173 shares; 2025Q3: not reported; 2025Q4: 14,610 shares; 2026Q1: 12,093 shares 12,093 $602K 0.02% -2,517 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: 198 shares; 2024Q4: 3,094 shares; 2025Q1: 1,555 shares; 2025Q2: 2,490 shares; 2025Q3: 37,624 shares; 2025Q4: 11,830 shares; 2026Q1: 8,690 shares 8,690 $601K 0.02% -3,140 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: 710 shares; 2024Q4: 456 shares; 2025Q1: 932 shares; 2025Q2: 792 shares; 2025Q3: 112,516 shares; 2025Q4: 5,132 shares; 2026Q1: 4,755 shares 4,755 $601K 0.02% -377 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 1,263 shares; 2025Q1: 2,930 shares; 2025Q2: 3,520 shares; 2025Q3: 25,076 shares; 2025Q4: 19,437 shares; 2026Q1: 6,170 shares 6,170 $595K 0.02% -13,267 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137 shares; 2025Q2: 2,637 shares; 2025Q3: not reported; 2025Q4: 2,738 shares; 2026Q1: 2,637 shares 2,637 $594K 0.02% -101 Timeline BJAN 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: 11,719 shares; 2024Q4: 12,189 shares; 2025Q1: 11,998 shares; 2025Q2: 11,943 shares; 2025Q3: not reported; 2025Q4: 11,250 shares; 2026Q1: 11,088 shares 11,088 $591K 0.02% -162 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 603 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: not reported; 2025Q4: 14,855 shares; 2026Q1: 19,298 shares 19,298 $589K 0.02% +4,443 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: 10,397 shares; 2024Q4: 10,441 shares; 2025Q1: 8,045 shares; 2025Q2: 8,539 shares; 2025Q3: 27,419 shares; 2025Q4: 16,612 shares; 2026Q1: 12,661 shares 12,661 $587K 0.02% -3,951 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 4,102 shares; 2025Q3: 14,215 shares; 2025Q4: 4,208 shares; 2026Q1: 3,926 shares 3,926 $587K 0.02% -282 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,220 shares; 2026Q1: 18,220 shares 18,220 $587K 0.02% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 10 shares; 2025Q3: not reported; 2025Q4: 20,558 shares; 2026Q1: 11,954 shares 11,954 $585K 0.02% -8,604 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,858 shares; 2024Q4: 13,829 shares; 2025Q1: 13,674 shares; 2025Q2: 12,931 shares; 2025Q3: not reported; 2025Q4: 12,497 shares; 2026Q1: 12,154 shares 12,154 $584K 0.02% -343 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: 2,737 shares; 2024Q4: 24,541 shares; 2025Q1: 13,128 shares; 2025Q2: 14,647 shares; 2025Q3: 89,862 shares; 2025Q4: 38,554 shares; 2026Q1: 18,162 shares 18,162 $581K 0.02% -20,392 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 5,328 shares; 2025Q1: 6,010 shares; 2025Q2: 5,736 shares; 2025Q3: not reported; 2025Q4: 16,082 shares; 2026Q1: 6,691 shares 6,691 $580K 0.02% -9,391 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: 19 shares; 2024Q4: 36 shares; 2025Q1: 236 shares; 2025Q2: 295 shares; 2025Q3: 34,327 shares; 2025Q4: 1,501 shares; 2026Q1: 2,690 shares 2,690 $578K 0.02% +1,189 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: 537 shares; 2024Q4: 1,306 shares; 2025Q1: 3,305 shares; 2025Q2: 3,397 shares; 2025Q3: not reported; 2025Q4: 5,553 shares; 2026Q1: 3,561 shares 3,561 $577K 0.02% -1,992 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 11,916 shares 11,916 $577K 0.02% +9,766 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,094 shares; 2024Q4: 13,094 shares; 2025Q1: 13,211 shares; 2025Q2: 12,575 shares; 2025Q3: not reported; 2025Q4: 12,233 shares; 2026Q1: 12,081 shares 12,081 $576K 0.02% -152 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: 513 shares; 2024Q4: 522 shares; 2025Q1: 566 shares; 2025Q2: 874 shares; 2025Q3: 5,025 shares; 2025Q4: 1,694 shares; 2026Q1: 789 shares 789 $575K 0.02% -905 Timeline SPYG 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: 176 shares; 2024Q4: 574 shares; 2025Q1: 1,102 shares; 2025Q2: 4,279 shares; 2025Q3: not reported; 2025Q4: 7,174 shares; 2026Q1: 5,871 shares 5,871 $575K 0.02% -1,303 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: 3,233 shares; 2024Q4: 3,392 shares; 2025Q1: 2,923 shares; 2025Q2: 3,906 shares; 2025Q3: 6,904 shares; 2025Q4: 8,308 shares; 2026Q1: 4,875 shares 4,875 $575K 0.02% -3,433 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 281 shares; 2025Q3: 2,967 shares; 2025Q4: 1,088 shares; 2026Q1: 2,158 shares 2,158 $574K 0.02% +1,070 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,204 shares; 2024Q4: 13,539 shares; 2025Q1: 13,350 shares; 2025Q2: 12,999 shares; 2025Q3: not reported; 2025Q4: 12,328 shares; 2026Q1: 11,928 shares 11,928 $573K 0.02% -400 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: 3,507 shares; 2024Q4: 2,135 shares; 2025Q1: 2,144 shares; 2025Q2: 5,530 shares; 2025Q3: 41,336 shares; 2025Q4: 23,198 shares; 2026Q1: 13,721 shares 13,721 $571K 0.02% -9,477 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,892 shares; 2025Q1: 8,389 shares; 2025Q2: 9,889 shares; 2025Q3: not reported; 2025Q4: 605 shares; 2026Q1: 3,301 shares 3,301 $571K 0.02% +2,696 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,774 shares; 2025Q1: 3,020 shares; 2025Q2: 3,540 shares; 2025Q3: 76,386 shares; 2025Q4: 1,954 shares; 2026Q1: 4,283 shares 4,283 $570K 0.02% +2,329 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: 247 shares; 2024Q4: 503 shares; 2025Q1: 817 shares; 2025Q2: 1,045 shares; 2025Q3: 764 shares; 2025Q4: 2,101 shares; 2026Q1: 2,088 shares 2,088 $570K 0.02% -13 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 557 shares; 2025Q2: 817 shares; 2025Q3: 148,056 shares; 2025Q4: 423 shares; 2026Q1: 6,007 shares 6,007 $568K 0.02% +5,584 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: 9,149 shares; 2024Q4: 11,363 shares; 2025Q1: 11,975 shares; 2025Q2: 13,406 shares; 2025Q3: not reported; 2025Q4: 13,638 shares; 2026Q1: 12,999 shares 12,999 $568K 0.02% -639 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 386 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,591 shares; 2025Q4: not reported; 2026Q1: 6,774 shares 6,774 $567K 0.02% new Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,042 shares; 2024Q4: 12,770 shares; 2025Q1: 12,743 shares; 2025Q2: 11,503 shares; 2025Q3: not reported; 2025Q4: 11,304 shares; 2026Q1: 11,304 shares 11,304 $562K 0.02% 0 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: 1,056 shares; 2024Q4: 1,510 shares; 2025Q1: 771 shares; 2025Q2: 1,053 shares; 2025Q3: 25,133 shares; 2025Q4: 12,587 shares; 2026Q1: 5,816 shares 5,816 $561K 0.02% -6,771 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,689 shares; 2024Q4: 12,635 shares; 2025Q1: 12,400 shares; 2025Q2: 12,282 shares; 2025Q3: not reported; 2025Q4: 11,754 shares; 2026Q1: 11,615 shares 11,615 $557K 0.02% -139 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 928 shares; 2025Q1: 916 shares; 2025Q2: 1,336 shares; 2025Q3: 18,733 shares; 2025Q4: 4,460 shares; 2026Q1: 4,435 shares 4,435 $557K 0.02% -25 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 12,719 shares; 2025Q1: 7,180 shares; 2025Q2: 8,097 shares; 2025Q3: not reported; 2025Q4: 12,418 shares; 2026Q1: 13,880 shares 13,880 $557K 0.02% +1,462 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: 2,194 shares; 2024Q4: 1,893 shares; 2025Q1: 1,667 shares; 2025Q2: 1,856 shares; 2025Q3: 18,361 shares; 2025Q4: 4,420 shares; 2026Q1: 5,540 shares 5,540 $554K 0.02% +1,120 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 761 shares; 2025Q4: 702 shares; 2026Q1: 3,056 shares 3,056 $553K 0.02% +2,354 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: 1,679 shares; 2024Q4: 1,789 shares; 2025Q1: 2,031 shares; 2025Q2: 1,949 shares; 2025Q3: 79,868 shares; 2025Q4: 2,198 shares; 2026Q1: 6,181 shares 6,181 $552K 0.02% +3,983 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: 14,391 shares; 2025Q1: 14,191 shares; 2025Q2: 14,115 shares; 2025Q3: not reported; 2025Q4: 13,309 shares; 2026Q1: 12,825 shares 12,825 $552K 0.02% -484 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,656 shares; 2024Q4: 13,656 shares; 2025Q1: 13,656 shares; 2025Q2: 12,269 shares; 2025Q3: not reported; 2025Q4: 11,898 shares; 2026Q1: 11,785 shares 11,785 $545K 0.02% -113 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,119 shares; 2025Q1: 42 shares; 2025Q2: 381 shares; 2025Q3: 156,637 shares; 2025Q4: 1,509 shares; 2026Q1: 3,831 shares 3,831 $541K 0.02% +2,322 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,545 shares; 2024Q4: 2,904 shares; 2025Q1: 2,536 shares; 2025Q2: 2,529 shares; 2025Q3: 11,414 shares; 2025Q4: 8,279 shares; 2026Q1: 7,185 shares 7,185 $538K 0.02% -1,094 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: 6,096 shares; 2024Q4: 6,174 shares; 2025Q1: 72 shares; 2025Q2: 894 shares; 2025Q3: 18,552 shares; 2025Q4: 7,106 shares; 2026Q1: 23,610 shares 23,610 $537K 0.02% +16,504 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 550 shares; 2025Q1: 13 shares; 2025Q2: 62 shares; 2025Q3: 31,081 shares; 2025Q4: 115 shares; 2026Q1: 3,233 shares 3,233 $534K 0.02% +3,118 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 475 shares; 2025Q4: 687 shares; 2026Q1: 4,680 shares 4,680 $532K 0.02% +3,993 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: not reported; 2025Q4: 10,294 shares; 2026Q1: 20,542 shares 20,542 $530K 0.01% +10,248 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: 4,120 shares; 2024Q4: 8,806 shares; 2025Q1: 8,706 shares; 2025Q2: 8,706 shares; 2025Q3: not reported; 2025Q4: 28,279 shares; 2026Q1: 9,574 shares 9,574 $529K 0.01% -18,705 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,742 shares; 2025Q1: 1,632 shares; 2025Q2: 6,398 shares; 2025Q3: 44,915 shares; 2025Q4: 30,098 shares; 2026Q1: 29,238 shares 29,238 $527K 0.01% -860 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: 6,146 shares; 2025Q2: 7,082 shares; 2025Q3: not reported; 2025Q4: 6,594 shares; 2026Q1: 3,930 shares 3,930 $523K 0.01% -2,664 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 4,453 shares; 2025Q3: 6,557 shares; 2025Q4: 11,429 shares; 2026Q1: 15,184 shares 15,184 $522K 0.01% +3,755 Timeline SPMO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 967 shares; 2026Q1: 4,641 shares 4,641 $520K 0.01% +3,674 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,270 shares; 2024Q4: 7,773 shares; 2025Q1: 7,111 shares; 2025Q2: 7,364 shares; 2025Q3: 59,908 shares; 2025Q4: 8,941 shares; 2026Q1: 9,217 shares 9,217 $514K 0.01% +276 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 149 shares; 2025Q1: 126 shares; 2025Q2: 99 shares; 2025Q3: 2,446 shares; 2025Q4: 170 shares; 2026Q1: 152 shares 152 $514K 0.01% -18 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,750 shares; 2024Q4: 12,604 shares; 2025Q1: 12,521 shares; 2025Q2: 11,247 shares; 2025Q3: not reported; 2025Q4: 10,914 shares; 2026Q1: 10,478 shares 10,478 $513K 0.01% -436 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,619 shares; 2025Q2: 8,920 shares; 2025Q3: not reported; 2025Q4: 18,378 shares; 2026Q1: 19,900 shares 19,900 $513K 0.01% +1,522 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 831 shares; 2025Q1: 184 shares; 2025Q2: 436 shares; 2025Q3: 3,444 shares; 2025Q4: 5,814 shares; 2026Q1: 4,235 shares 4,235 $513K 0.01% -1,579 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 810 shares; 2025Q1: 1,158 shares; 2025Q2: 1,373 shares; 2025Q3: 6,521 shares; 2025Q4: 2,774 shares; 2026Q1: 1,558 shares 1,558 $510K 0.01% -1,216 Timeline MARU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,204 shares; 2025Q2: 16,956 shares; 2025Q3: 204,970 shares; 2025Q4: 16,422 shares; 2026Q1: 18,990 shares 18,990 $510K 0.01% +2,568 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: 8,060 shares; 2024Q4: 7,506 shares; 2025Q1: 7,850 shares; 2025Q2: 8,013 shares; 2025Q3: 12,681 shares; 2025Q4: 8,815 shares; 2026Q1: 9,030 shares 9,030 $509K 0.01% +215 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,565 shares 9,565 $508K 0.01% new Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,404 shares; 2024Q4: 13,379 shares; 2025Q1: 13,379 shares; 2025Q2: 11,623 shares; 2025Q3: not reported; 2025Q4: 11,236 shares; 2026Q1: 11,236 shares 11,236 $504K 0.01% 0 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: 1,674 shares; 2024Q4: 5,046 shares; 2025Q1: 4,873 shares; 2025Q2: 3,805 shares; 2025Q3: 33,373 shares; 2025Q4: 4,018 shares; 2026Q1: 11,116 shares 11,116 $503K 0.01% +7,098 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,750 shares; 2025Q2: 9,067 shares; 2025Q3: not reported; 2025Q4: 10,935 shares; 2026Q1: 10,938 shares 10,938 $502K 0.01% +3 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267 shares; 2024Q4: 1,713 shares; 2025Q1: 2,916 shares; 2025Q2: 3,290 shares; 2025Q3: 65,031 shares; 2025Q4: 8,155 shares; 2026Q1: 6,654 shares 6,654 $500K 0.01% -1,501 Timeline GLNK GRAYSCALE CHAINLINK TR ETF More: the full row for GRAYSCALE CHAINLINK TR ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,843 shares; 2026Q1: 64,285 shares 64,285 $499K 0.01% +50,442 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,096 shares; 2025Q1: 845 shares; 2025Q2: 862 shares; 2025Q3: 15,441 shares; 2025Q4: 1,133 shares; 2026Q1: 1,993 shares 1,993 $498K 0.01% +860 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,540 shares; 2025Q1: 2,371 shares; 2025Q2: 2,585 shares; 2025Q3: 60,073 shares; 2025Q4: 4,305 shares; 2026Q1: 5,541 shares 5,541 $498K 0.01% +1,236 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,461 shares 18,461 $496K 0.01% new Timeline WCLD 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: 13,425 shares; 2025Q2: 14,725 shares; 2025Q3: not reported; 2025Q4: 17,532 shares; 2026Q1: 18,156 shares 18,156 $496K 0.01% +624 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 2,622 shares; 2025Q1: 2,438 shares; 2025Q2: 2,653 shares; 2025Q3: 13,797 shares; 2025Q4: 5,708 shares; 2026Q1: 21,747 shares 21,747 $496K 0.01% +16,039 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,606 shares; 2025Q2: 17,212 shares; 2025Q3: not reported; 2025Q4: 17,652 shares; 2026Q1: 17,642 shares 17,642 $494K 0.01% -10 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: 1,011 shares; 2024Q4: 1,133 shares; 2025Q1: 960 shares; 2025Q2: 1,213 shares; 2025Q3: 29,797 shares; 2025Q4: 2,137 shares; 2026Q1: 4,334 shares 4,334 $494K 0.01% +2,197 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 2,658 shares; 2025Q1: 9,713 shares; 2025Q2: 8,184 shares; 2025Q3: 20,872 shares; 2025Q4: 8,822 shares; 2026Q1: 12,986 shares 12,986 $493K 0.01% +4,164 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: not reported; 2024Q4: 4,046 shares; 2025Q1: 3,453 shares; 2025Q2: 2,794 shares; 2025Q3: not reported; 2025Q4: 8,558 shares; 2026Q1: 5,238 shares 5,238 $492K 0.01% -3,320 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: 4,677 shares; 2024Q4: 23,949 shares; 2025Q1: 13,803 shares; 2025Q2: 17,931 shares; 2025Q3: 94,239 shares; 2025Q4: 83,875 shares; 2026Q1: 42,609 shares 42,609 $492K 0.01% -41,266 Timeline JANU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,134 shares; 2025Q2: 14,960 shares; 2025Q3: not reported; 2025Q4: 15,109 shares; 2026Q1: 17,975 shares 17,975 $491K 0.01% +2,866 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284 shares; 2024Q4: 290 shares; 2025Q1: 58 shares; 2025Q2: 4,281 shares; 2025Q3: 84,353 shares; 2025Q4: 4,802 shares; 2026Q1: 5,784 shares 5,784 $491K 0.01% +982 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: not reported; 2024Q4: not reported; 2025Q1: 2,504 shares; 2025Q2: 2,368 shares; 2025Q3: not reported; 2025Q4: 2,908 shares; 2026Q1: 2,268 shares 2,268 $490K 0.01% -640 Timeline TMFC 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: 6,537 shares; 2024Q4: 7,656 shares; 2025Q1: 6,888 shares; 2025Q2: 6,888 shares; 2025Q3: 9,744 shares; 2025Q4: 7,528 shares; 2026Q1: 7,399 shares 7,399 $488K 0.01% -129 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: 2,029 shares; 2024Q4: 2,027 shares; 2025Q1: 2,763 shares; 2025Q2: 2,618 shares; 2025Q3: 12,581 shares; 2025Q4: 4,324 shares; 2026Q1: 5,086 shares 5,086 $488K 0.01% +762 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: 640 shares; 2024Q4: 685 shares; 2025Q1: 1,942 shares; 2025Q2: 872 shares; 2025Q3: not reported; 2025Q4: 3,274 shares; 2026Q1: 3,523 shares 3,523 $487K 0.01% +249 Timeline ICLN 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: 2,157 shares; 2024Q4: 2,198 shares; 2025Q1: 2,197 shares; 2025Q2: 2,203 shares; 2025Q3: not reported; 2025Q4: 18,149 shares; 2026Q1: 26,622 shares 26,622 $487K 0.01% +8,473 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 1,397 shares; 2025Q2: 2,976 shares; 2025Q3: 30,245 shares; 2025Q4: 4,824 shares; 2026Q1: 24,261 shares 24,261 $486K 0.01% +19,437 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 667 shares; 2025Q1: 486 shares; 2025Q2: 370 shares; 2025Q3: 11,517 shares; 2025Q4: 3,196 shares; 2026Q1: 6,797 shares 6,797 $486K 0.01% +3,601 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 91 shares; 2025Q4: 20,691 shares; 2026Q1: 4,151 shares 4,151 $486K 0.01% -16,540 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,588 shares; 2025Q1: 29,122 shares; 2025Q2: 35,216 shares; 2025Q3: not reported; 2025Q4: 8,217 shares; 2026Q1: 6,891 shares 6,891 $485K 0.01% -1,326 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,230 shares 11,230 $484K 0.01% new 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: 1,433 shares; 2024Q4: 1,434 shares; 2025Q1: 1,564 shares; 2025Q2: 1,385 shares; 2025Q3: 1,787 shares; 2025Q4: 1,544 shares; 2026Q1: 1,432 shares 1,432 $483K 0.01% -112 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,158 shares; 2025Q2: 15,703 shares; 2025Q3: not reported; 2025Q4: 16,409 shares; 2026Q1: 17,125 shares 17,125 $482K 0.01% +716 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 806 shares; 2024Q4: 32 shares; 2025Q1: 55 shares; 2025Q2: 111 shares; 2025Q3: 13,963 shares; 2025Q4: 9,003 shares; 2026Q1: 8,438 shares 8,438 $481K 0.01% -565 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: 3,795 shares; 2025Q2: 3,750 shares; 2025Q3: 3,907 shares; 2025Q4: 3,293 shares; 2026Q1: 4,788 shares 4,788 $480K 0.01% +1,495 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,834 shares; 2024Q4: 2,845 shares; 2025Q1: 3,408 shares; 2025Q2: 3,217 shares; 2025Q3: 32,804 shares; 2025Q4: 7,947 shares; 2026Q1: 12,937 shares 12,937 $480K 0.01% +4,990 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 485 shares; 2025Q1: 6,092 shares; 2025Q2: 5,248 shares; 2025Q3: 19,846 shares; 2025Q4: 21,576 shares; 2026Q1: 10,259 shares 10,259 $480K 0.01% -11,317 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,770 shares; 2024Q4: 3,685 shares; 2025Q1: 3,692 shares; 2025Q2: 3,233 shares; 2025Q3: 7,261 shares; 2025Q4: 3,405 shares; 2026Q1: 3,481 shares 3,481 $479K 0.01% +76 Timeline FEBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,366 shares; 2025Q2: 15,201 shares; 2025Q3: not reported; 2025Q4: 14,895 shares; 2026Q1: 17,730 shares 17,730 $478K 0.01% +2,835 Timeline LIT 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: 64 shares; 2025Q3: 651 shares; 2025Q4: 5,198 shares; 2026Q1: 6,352 shares 6,352 $472K 0.01% +1,154 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: 42 shares; 2024Q4: 14 shares; 2025Q1: 62 shares; 2025Q2: 81 shares; 2025Q3: 9,442 shares; 2025Q4: 988 shares; 2026Q1: 613 shares 613 $471K 0.01% -375 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: 1,506 shares; 2024Q4: 1,456 shares; 2025Q1: 811 shares; 2025Q2: 1,060 shares; 2025Q3: 15,796 shares; 2025Q4: 897 shares; 2026Q1: 2,163 shares 2,163 $469K 0.01% +1,266 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,927 shares; 2025Q1: 3,457 shares; 2025Q2: 3,010 shares; 2025Q3: 52,543 shares; 2025Q4: 7,817 shares; 2026Q1: 8,087 shares 8,087 $468K 0.01% +270 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: 37 shares; 2024Q4: 2,786 shares; 2025Q1: 2,832 shares; 2025Q2: 3,050 shares; 2025Q3: 22,002 shares; 2025Q4: 10,172 shares; 2026Q1: 6,552 shares 6,552 $465K 0.01% -3,620 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 7,416 shares 7,416 $465K 0.01% +7,062 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: 117 shares; 2024Q4: 1,219 shares; 2025Q1: 742 shares; 2025Q2: 1,058 shares; 2025Q3: 22,434 shares; 2025Q4: 6,951 shares; 2026Q1: 3,173 shares 3,173 $464K 0.01% -3,778 Timeline ARLU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,534 shares; 2025Q2: 16,177 shares; 2025Q3: not reported; 2025Q4: 15,629 shares; 2026Q1: 15,978 shares 15,978 $458K 0.01% +349 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: 436 shares; 2024Q4: 539 shares; 2025Q1: 3,843 shares; 2025Q2: 2,302 shares; 2025Q3: 43,740 shares; 2025Q4: 8,453 shares; 2026Q1: 6,076 shares 6,076 $458K 0.01% -2,377 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: 384 shares; 2024Q4: 439 shares; 2025Q1: 276 shares; 2025Q2: 407 shares; 2025Q3: 24,644 shares; 2025Q4: 678 shares; 2026Q1: 1,538 shares 1,538 $456K 0.01% +860 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,354 shares; 2025Q2: 2,354 shares; 2025Q3: not reported; 2025Q4: 2,354 shares; 2026Q1: 5,762 shares 5,762 $456K 0.01% +3,408 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: 207 shares; 2024Q4: 309 shares; 2025Q1: 548 shares; 2025Q2: 386 shares; 2025Q3: 22,452 shares; 2025Q4: 1,739 shares; 2026Q1: 1,958 shares 1,958 $455K 0.01% +219 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,327 shares; 2025Q1: 1,940 shares; 2025Q2: 1,966 shares; 2025Q3: 10,223 shares; 2025Q4: 6,059 shares; 2026Q1: 5,541 shares 5,541 $454K 0.01% -518 Timeline AOA 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: 5,246 shares; 2024Q4: 4,205 shares; 2025Q1: 4,348 shares; 2025Q2: 4,550 shares; 2025Q3: not reported; 2025Q4: 4,717 shares; 2026Q1: 5,114 shares 5,114 $453K 0.01% +397 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 1,432 shares; 2025Q2: 13,745 shares; 2025Q3: not reported; 2025Q4: 8,397 shares; 2026Q1: 7,992 shares 7,992 $452K 0.01% -405 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: 2,721 shares; 2024Q4: 1,983 shares; 2025Q1: 1,869 shares; 2025Q2: 2,073 shares; 2025Q3: 11,631 shares; 2025Q4: 6,918 shares; 2026Q1: 5,373 shares 5,373 $450K 0.01% -1,545 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: 892 shares; 2024Q4: 1,500 shares; 2025Q1: 1,771 shares; 2025Q2: 2,050 shares; 2025Q3: 10,770 shares; 2025Q4: 4,578 shares; 2026Q1: 3,970 shares 3,970 $449K 0.01% -608 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,658 shares; 2025Q2: 16,020 shares; 2025Q3: not reported; 2025Q4: 15,979 shares; 2026Q1: 16,884 shares 16,884 $449K 0.01% +905 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 163 shares; 2025Q1: 60 shares; 2025Q2: 202 shares; 2025Q3: 9,068 shares; 2025Q4: 3,111 shares; 2026Q1: 3,267 shares 3,267 $448K 0.01% +156 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518 shares; 2024Q4: 1,039 shares; 2025Q1: 1,473 shares; 2025Q2: 1,746 shares; 2025Q3: 12,996 shares; 2025Q4: 3,610 shares; 2026Q1: 2,216 shares 2,216 $442K 0.01% -1,394 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: 886 shares; 2024Q4: 1,747 shares; 2025Q1: 2,039 shares; 2025Q2: 1,958 shares; 2025Q3: not reported; 2025Q4: 6,442 shares; 2026Q1: 3,014 shares 3,014 $441K 0.01% -3,428 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,757 shares 7,757 $441K 0.01% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 593 shares; 2025Q1: 278 shares; 2025Q2: 217 shares; 2025Q3: 42,825 shares; 2025Q4: 195 shares; 2026Q1: 3,072 shares 3,072 $439K 0.01% +2,877 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: not reported; 2024Q4: not reported; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: not reported; 2025Q4: 9,464 shares; 2026Q1: 9,049 shares 9,049 $439K 0.01% -415 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: 565 shares; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 2,173 shares; 2025Q3: not reported; 2025Q4: 6,958 shares; 2026Q1: 7,101 shares 7,101 $438K 0.01% +143 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,659 shares; 2025Q1: 1,596 shares; 2025Q2: 1,722 shares; 2025Q3: 18,617 shares; 2025Q4: 2,444 shares; 2026Q1: 2,521 shares 2,521 $437K 0.01% +77 Timeline TAN 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: 285 shares; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: 6,098 shares; 2026Q1: 7,834 shares 7,834 $436K 0.01% +1,736 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 679 shares; 2025Q1: 514 shares; 2025Q2: 1,624 shares; 2025Q3: 16,052 shares; 2025Q4: 10,184 shares; 2026Q1: 6,559 shares 6,559 $434K 0.01% -3,625 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,168 shares 7,168 $430K 0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 142 shares; 2025Q1: 589 shares; 2025Q2: 1,068 shares; 2025Q3: 84,349 shares; 2025Q4: 7,003 shares; 2026Q1: 4,288 shares 4,288 $430K 0.01% -2,715 Timeline MAYU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,804 shares; 2025Q3: not reported; 2025Q4: 14,333 shares; 2026Q1: 14,333 shares 14,333 $428K 0.01% 0 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: 477 shares; 2024Q4: 495 shares; 2025Q1: 425 shares; 2025Q2: 890 shares; 2025Q3: 135,910 shares; 2025Q4: 1,059 shares; 2026Q1: 3,470 shares 3,470 $428K 0.01% +2,411 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,295 shares; 2024Q4: 4,267 shares; 2025Q1: 13,600 shares; 2025Q2: 12,159 shares; 2025Q3: 90,146 shares; 2025Q4: 11,124 shares; 2026Q1: 19,043 shares 19,043 $428K 0.01% +7,919 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 129 shares; 2025Q1: 2,938 shares; 2025Q2: 1,936 shares; 2025Q3: 8,997 shares; 2025Q4: 4,545 shares; 2026Q1: 10,591 shares 10,591 $427K 0.01% +6,046 Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,454 shares; 2025Q2: 13,576 shares; 2025Q3: not reported; 2025Q4: 14,198 shares; 2026Q1: 15,454 shares 15,454 $427K 0.01% +1,256 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: 432 shares; 2024Q4: 494 shares; 2025Q1: 527 shares; 2025Q2: 633 shares; 2025Q3: 8,450 shares; 2025Q4: 1,569 shares; 2026Q1: 3,280 shares 3,280 $426K 0.01% +1,711 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,227 shares; 2025Q3: 21,652 shares; 2025Q4: 22,826 shares; 2026Q1: 56,991 shares 56,991 $426K 0.01% +34,165 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,187 shares; 2025Q2: 3,969 shares; 2025Q3: not reported; 2025Q4: 13,393 shares; 2026Q1: 13,562 shares 13,562 $425K 0.01% +169 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,475 shares; 2025Q1: 1,294 shares; 2025Q2: 1,590 shares; 2025Q3: 3,072 shares; 2025Q4: 1,539 shares; 2026Q1: 2,687 shares 2,687 $425K 0.01% +1,148 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,208 shares; 2025Q3: not reported; 2025Q4: 14,774 shares; 2026Q1: 14,774 shares 14,774 $422K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 6,612 shares; 2025Q1: 4,890 shares; 2025Q2: 4,458 shares; 2025Q3: 21,486 shares; 2025Q4: 5,638 shares; 2026Q1: 6,485 shares 6,485 $422K 0.01% +847 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 2,612 shares; 2025Q1: 1,788 shares; 2025Q2: 822 shares; 2025Q3: 6,636 shares; 2025Q4: 6,632 shares; 2026Q1: 5,233 shares 5,233 $422K 0.01% -1,399 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,731 shares; 2024Q4: 11,970 shares; 2025Q1: 10,690 shares; 2025Q2: 10,925 shares; 2025Q3: 15,650 shares; 2025Q4: 9,199 shares; 2026Q1: 10,430 shares 10,430 $420K 0.01% +1,231 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: 931 shares; 2024Q4: 2,066 shares; 2025Q1: 6,979 shares; 2025Q2: 6,726 shares; 2025Q3: 21,713 shares; 2025Q4: 8,291 shares; 2026Q1: 6,322 shares 6,322 $419K 0.01% -1,969 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 4,335 shares; 2025Q2: 4,516 shares; 2025Q3: 5,296 shares; 2025Q4: 5,736 shares; 2026Q1: 4,947 shares 4,947 $418K 0.01% -789 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,997 shares; 2025Q1: 8,219 shares; 2025Q2: 8,216 shares; 2025Q3: not reported; 2025Q4: 7,862 shares; 2026Q1: 9,066 shares 9,066 $418K 0.01% +1,204 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: 425 shares; 2024Q4: 3,002 shares; 2025Q1: 3,127 shares; 2025Q2: 3,992 shares; 2025Q3: 38,343 shares; 2025Q4: 21,756 shares; 2026Q1: 6,759 shares 6,759 $418K 0.01% -14,997 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 14,073 shares 14,073 $416K 0.01% +13,719 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: 3,529 shares; 2024Q4: 3,143 shares; 2025Q1: 1,071 shares; 2025Q2: 2,347 shares; 2025Q3: 26,553 shares; 2025Q4: 3,273 shares; 2026Q1: 3,001 shares 3,001 $416K 0.01% -272 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: 715 shares; 2024Q4: 22 shares; 2025Q1: 1 shares; 2025Q2: 804 shares; 2025Q3: 41,716 shares; 2025Q4: 233 shares; 2026Q1: 2,071 shares 2,071 $414K 0.01% +1,838 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: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 4,397 shares; 2025Q3: not reported; 2025Q4: 12,518 shares; 2026Q1: 7,575 shares 7,575 $413K 0.01% -4,943 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 190 shares; 2025Q1: 212 shares; 2025Q2: 2,765 shares; 2025Q3: 5,597 shares; 2025Q4: 4,436 shares; 2026Q1: 5,628 shares 5,628 $413K 0.01% +1,192 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,066 shares; 2025Q2: 4,382 shares; 2025Q3: not reported; 2025Q4: 14,512 shares; 2026Q1: 14,512 shares 14,512 $412K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 102 shares; 2025Q1: 33 shares; 2025Q2: 95 shares; 2025Q3: 24,614 shares; 2025Q4: 579 shares; 2026Q1: 2,599 shares 2,599 $412K 0.01% +2,020 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 2,518 shares; 2025Q3: 5,194 shares; 2025Q4: 2,517 shares; 2026Q1: 4,195 shares 4,195 $411K 0.01% +1,678 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,470 shares; 2026Q1: 16,470 shares 16,470 $411K 0.01% 0 Timeline JNEU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,785 shares; 2025Q3: not reported; 2025Q4: 14,301 shares; 2026Q1: 14,161 shares 14,161 $410K 0.01% -140 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,825 shares 9,825 $410K 0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 28 shares; 2025Q1: 13 shares; 2025Q2: 19 shares; 2025Q3: 1,705 shares; 2025Q4: 1,698 shares; 2026Q1: 217 shares 217 $409K 0.01% -1,481 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 357 shares; 2025Q1: 258 shares; 2025Q2: 1,069 shares; 2025Q3: 27,103 shares; 2025Q4: 1,278 shares; 2026Q1: 3,632 shares 3,632 $409K 0.01% +2,354 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593 shares; 2024Q4: 646 shares; 2025Q1: 760 shares; 2025Q2: 1,281 shares; 2025Q3: 18,709 shares; 2025Q4: 1,218 shares; 2026Q1: 1,952 shares 1,952 $408K 0.01% +734 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: 244 shares; 2024Q4: 930 shares; 2025Q1: 914 shares; 2025Q2: 1,416 shares; 2025Q3: 8,483 shares; 2025Q4: 4,624 shares; 2026Q1: 3,985 shares 3,985 $408K 0.01% -639 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 920 shares; 2025Q1: 3,832 shares; 2025Q2: 2,027 shares; 2025Q3: 4,085 shares; 2025Q4: 1,153 shares; 2026Q1: 4,059 shares 4,059 $403K 0.01% +2,906 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: 464 shares; 2024Q4: 432 shares; 2025Q1: 148 shares; 2025Q2: 190 shares; 2025Q3: 5,391 shares; 2025Q4: 577 shares; 2026Q1: 681 shares 681 $402K 0.01% +104 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,418 shares; 2024Q4: 2,411 shares; 2025Q1: 1,956 shares; 2025Q2: 2,158 shares; 2025Q3: 13,553 shares; 2025Q4: 4,775 shares; 2026Q1: 4,063 shares 4,063 $402K 0.01% -712 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 435 shares; 2025Q1: 71 shares; 2025Q2: 66 shares; 2025Q3: 7,240 shares; 2025Q4: 361 shares; 2026Q1: 1,112 shares 1,112 $398K 0.01% +751 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 296 shares; 2025Q1: 314 shares; 2025Q2: 346 shares; 2025Q3: 1,407 shares; 2025Q4: 978 shares; 2026Q1: 2,012 shares 2,012 $397K 0.01% +1,034 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,381 shares; 2026Q1: 10,381 shares 10,381 $394K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,832 shares; 2025Q1: 4,462 shares; 2025Q2: 3,429 shares; 2025Q3: 3,749 shares; 2025Q4: 2,681 shares; 2026Q1: 4,726 shares 4,726 $394K 0.01% +2,045 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,533 shares; 2025Q1: 9,911 shares; 2025Q2: 11,341 shares; 2025Q3: 60,571 shares; 2025Q4: 9,781 shares; 2026Q1: 65,600 shares 65,600 $393K 0.01% +55,819 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,474 shares; 2024Q4: 35,327 shares; 2025Q1: 29,144 shares; 2025Q2: 29,089 shares; 2025Q3: not reported; 2025Q4: 22,825 shares; 2026Q1: 36,089 shares 36,089 $393K 0.01% +13,264 Timeline PMAR 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: 14,570 shares; 2024Q4: 14,520 shares; 2025Q1: 7,669 shares; 2025Q2: 7,647 shares; 2025Q3: not reported; 2025Q4: 7,502 shares; 2026Q1: 8,731 shares 8,731 $390K 0.01% +1,229 Timeline DSI 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: 739 shares; 2024Q4: 3,200 shares; 2025Q1: 6,400 shares; 2025Q2: 3,200 shares; 2025Q3: not reported; 2025Q4: 3,682 shares; 2026Q1: 3,200 shares 3,200 $388K 0.01% -482 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,032 shares; 2025Q4: 30 shares; 2026Q1: 21,160 shares 21,160 $387K 0.01% +21,130 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: 680 shares; 2024Q4: 1,895 shares; 2025Q1: 2,848 shares; 2025Q2: 2,127 shares; 2025Q3: 10,141 shares; 2025Q4: 8,297 shares; 2026Q1: 4,663 shares 4,663 $386K 0.01% -3,634 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 167 shares; 2025Q1: 89 shares; 2025Q2: 1,796 shares; 2025Q3: 25,818 shares; 2025Q4: 7,381 shares; 2026Q1: 5,094 shares 5,094 $384K 0.01% -2,287 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,412 shares; 2025Q3: 82,412 shares; 2025Q4: 82,412 shares; 2026Q1: 82,412 shares 82,412 $379K 0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 140 shares; 2025Q1: 4 shares; 2025Q2: 22 shares; 2025Q3: 4,495 shares; 2025Q4: 12 shares; 2026Q1: 2,298 shares 2,298 $379K 0.01% +2,286 Timeline ARKG 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: 416 shares; 2024Q4: 416 shares; 2025Q1: 15,954 shares; 2025Q2: 17,746 shares; 2025Q3: not reported; 2025Q4: 13,882 shares; 2026Q1: 14,271 shares 14,271 $377K 0.01% +389 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,321 shares; 2024Q4: 8,663 shares; 2025Q1: 2,917 shares; 2025Q2: 4,200 shares; 2025Q3: 35,868 shares; 2025Q4: 16,779 shares; 2026Q1: 7,433 shares 7,433 $377K 0.01% -9,346 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,357 shares; 2024Q4: 14,734 shares; 2025Q1: 15,112 shares; 2025Q2: 15,568 shares; 2025Q3: not reported; 2025Q4: 16,743 shares; 2026Q1: 17,119 shares 17,119 $376K 0.01% +376 Timeline MESO MESOBLAST LTD More: the full row for MESOBLAST 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: 200,119 shares; 2025Q4: 166,482 shares; 2026Q1: 24,425 shares 24,425 $376K 0.01% -142,057 Timeline EWG 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: 9,452 shares; 2024Q4: 9,452 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,452 shares; 2026Q1: 9,452 shares 9,452 $375K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,239 shares; 2025Q1: 3,712 shares; 2025Q2: 2,353 shares; 2025Q3: not reported; 2025Q4: 14,506 shares; 2026Q1: 2,644 shares 2,644 $375K 0.01% -11,862 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 11,821 shares 11,821 $374K 0.01% +11,811 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 26,766 shares; 2025Q3: 15,747 shares; 2025Q4: 23,866 shares; 2026Q1: 28,395 shares 28,395 $374K 0.01% +4,529 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: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 7,800 shares; 2026Q1: 8,368 shares 8,368 $373K 0.01% +568 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER 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: 470 shares; 2025Q4: 1,047 shares; 2026Q1: 15,227 shares 15,227 $372K 0.01% +14,180 Timeline AMLP 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: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 238 shares; 2025Q3: 21,924 shares; 2025Q4: 1,349 shares; 2026Q1: 7,041 shares 7,041 $371K 0.01% +5,692 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: not reported; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 913 shares; 2025Q3: not reported; 2025Q4: 25,160 shares; 2026Q1: 3,950 shares 3,950 $370K 0.01% -21,210 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 198 shares; 2025Q1: 367 shares; 2025Q2: 466 shares; 2025Q3: 4,100 shares; 2025Q4: 2,284 shares; 2026Q1: 1,030 shares 1,030 $370K 0.01% -1,254 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,831 shares; 2025Q4: 13,363 shares; 2026Q1: 13,363 shares 13,363 $369K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 601 shares; 2024Q4: 601 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 3,182 shares 3,182 $369K 0.01% +2,898 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 70 shares; 2025Q3: 8,892 shares; 2025Q4: 7,960 shares; 2026Q1: 11,680 shares 11,680 $368K 0.01% +3,720 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: 3,545 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 6,087 shares; 2025Q3: 13,300 shares; 2025Q4: 9,154 shares; 2026Q1: 6,923 shares 6,923 $365K 0.01% -2,231 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 231 shares; 2025Q3: 136,010 shares; 2025Q4: 435 shares; 2026Q1: 5,821 shares 5,821 $363K 0.01% +5,386 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,176 shares; 2024Q4: 2,845 shares; 2025Q1: 1,254 shares; 2025Q2: 1,494 shares; 2025Q3: 799,130 shares; 2025Q4: 25,449 shares; 2026Q1: 55,184 shares 55,184 $363K 0.01% +29,735 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263 shares; 2024Q4: 283 shares; 2025Q1: 395 shares; 2025Q2: 670 shares; 2025Q3: 11,125 shares; 2025Q4: 1,838 shares; 2026Q1: 5,719 shares 5,719 $363K 0.01% +3,881 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,904 shares; 2025Q1: 2,227 shares; 2025Q2: 2,220 shares; 2025Q3: 35,020 shares; 2025Q4: 3,208 shares; 2026Q1: 5,255 shares 5,255 $362K 0.01% +2,047 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 1,909 shares; 2025Q1: 2,043 shares; 2025Q2: 1,817 shares; 2025Q3: not reported; 2025Q4: 10,614 shares; 2026Q1: 3,245 shares 3,245 $361K 0.01% -7,369 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: 1,429 shares; 2024Q4: 1,764 shares; 2025Q1: 2,588 shares; 2025Q2: 3,228 shares; 2025Q3: 83,431 shares; 2025Q4: 28,207 shares; 2026Q1: 3,884 shares 3,884 $361K 0.01% -24,323 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 13,342 shares; 2025Q1: 4,319 shares; 2025Q2: 5,118 shares; 2025Q3: 223,670 shares; 2025Q4: 12,348 shares; 2026Q1: 7,551 shares 7,551 $360K 0.01% -4,797 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,013 shares; 2024Q4: 13,048 shares; 2025Q1: 36,068 shares; 2025Q2: 37,693 shares; 2025Q3: 399,709 shares; 2025Q4: 91,763 shares; 2026Q1: 71,405 shares 71,405 $359K 0.01% -20,358 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 2,072 shares; 2025Q1: 222 shares; 2025Q2: 517 shares; 2025Q3: 3,515 shares; 2025Q4: 5,118 shares; 2026Q1: 3,814 shares 3,814 $356K 0.01% -1,304 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,998 shares; 2025Q1: 9,498 shares; 2025Q2: 11,306 shares; 2025Q3: not reported; 2025Q4: 9,171 shares; 2026Q1: 7,919 shares 7,919 $355K 0.01% -1,252 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 14 shares; 2025Q1: 236 shares; 2025Q2: 297 shares; 2025Q3: 184 shares; 2025Q4: 1,000 shares; 2026Q1: 3,242 shares 3,242 $355K 0.01% +2,242 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: 1,123 shares; 2025Q1: 1,586 shares; 2025Q2: 1,181 shares; 2025Q3: 3,111 shares; 2025Q4: 948 shares; 2026Q1: 2,189 shares 2,189 $355K 0.01% +1,241 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: not reported; 2025Q4: 3,190 shares; 2026Q1: 3,933 shares 3,933 $355K 0.01% +743 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 14,618 shares; 2025Q1: 32,999 shares; 2025Q2: 33,123 shares; 2025Q3: 78,307 shares; 2025Q4: 54,623 shares; 2026Q1: 31,086 shares 31,086 $354K 0.01% -23,537 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: 288 shares; 2024Q4: 550 shares; 2025Q1: 1,027 shares; 2025Q2: 1,546 shares; 2025Q3: 19,002 shares; 2025Q4: 4,921 shares; 2026Q1: 5,869 shares 5,869 $354K 0.01% +948 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,278 shares 9,278 $354K 0.01% new Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,740 shares; 2024Q4: 15,187 shares; 2025Q1: 8,248 shares; 2025Q2: 8,249 shares; 2025Q3: not reported; 2025Q4: 8,077 shares; 2026Q1: 8,316 shares 8,316 $353K 0.01% +239 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 482 shares; 2025Q2: 236 shares; 2025Q3: 27,855 shares; 2025Q4: 49 shares; 2026Q1: 466 shares 466 $353K 0.01% +417 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: 50 shares; 2024Q4: 70 shares; 2025Q1: 294 shares; 2025Q2: 227 shares; 2025Q3: 388 shares; 2025Q4: 315 shares; 2026Q1: 790 shares 790 $353K 0.01% +475 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,394 shares; 2026Q1: 10,387 shares 10,387 $351K 0.01% -7 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 6,509 shares; 2025Q1: 3,752 shares; 2025Q2: 3,075 shares; 2025Q3: 53,903 shares; 2025Q4: 33,286 shares; 2026Q1: 15,476 shares 15,476 $348K 0.01% -17,810 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,627 shares; 2024Q4: 1,259 shares; 2025Q1: 1,767 shares; 2025Q2: 2,328 shares; 2025Q3: 149,197 shares; 2025Q4: 2,243 shares; 2026Q1: 3,709 shares 3,709 $347K 0.01% +1,466 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278 shares; 2024Q4: 239 shares; 2025Q1: 202 shares; 2025Q2: 165 shares; 2025Q3: 44,711 shares; 2025Q4: 241 shares; 2026Q1: 3,519 shares 3,519 $346K 0.01% +3,278 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 7,623 shares; 2025Q1: 7,938 shares; 2025Q2: 8,179 shares; 2025Q3: not reported; 2025Q4: 8,737 shares; 2026Q1: 8,848 shares 8,848 $346K 0.01% +111 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: 686 shares; 2024Q4: 3,047 shares; 2025Q1: 1,117 shares; 2025Q2: 1,467 shares; 2025Q3: 12,676 shares; 2025Q4: 6,326 shares; 2026Q1: 3,830 shares 3,830 $346K 0.01% -2,496 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 345 shares; 2025Q4: 4,372 shares; 2026Q1: 21,367 shares 21,367 $345K 0.01% +16,995 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,840 shares; 2024Q4: 15,853 shares; 2025Q1: 8,046 shares; 2025Q2: 7,849 shares; 2025Q3: not reported; 2025Q4: 7,998 shares; 2026Q1: 7,998 shares 7,998 $344K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 1,494 shares; 2025Q1: 1,142 shares; 2025Q2: 1,122 shares; 2025Q3: 13,589 shares; 2025Q4: 3,660 shares; 2026Q1: 2,967 shares 2,967 $343K 0.01% -693 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,573 shares; 2025Q2: 4,368 shares; 2025Q3: 120,013 shares; 2025Q4: 18,731 shares; 2026Q1: 6,053 shares 6,053 $342K 0.01% -12,678 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,858 shares; 2024Q4: 41,156 shares; 2025Q1: 41,489 shares; 2025Q2: 41,614 shares; 2025Q3: 37,854 shares; 2025Q4: 41,673 shares; 2026Q1: 31,811 shares 31,811 $342K 0.01% -9,862 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 279 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 95,478 shares; 2025Q4: 2,398 shares; 2026Q1: 3,885 shares 3,885 $340K 0.01% +1,487 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: 236 shares; 2024Q4: 302 shares; 2025Q1: 1,428 shares; 2025Q2: 746 shares; 2025Q3: 11,501 shares; 2025Q4: 1,866 shares; 2026Q1: 1,632 shares 1,632 $340K 0.01% -234 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 1,352 shares; 2025Q1: 1,054 shares; 2025Q2: 2,185 shares; 2025Q3: 12,320 shares; 2025Q4: 4,932 shares; 2026Q1: 4,371 shares 4,371 $339K 0.01% -561 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: 159 shares; 2024Q4: 401 shares; 2025Q1: 427 shares; 2025Q2: 879 shares; 2025Q3: 2,303 shares; 2025Q4: 2,346 shares; 2026Q1: 1,204 shares 1,204 $338K 0.01% -1,142 Timeline IFLR 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: 6,710 shares 6,710 $338K 0.01% new Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,970 shares; 2025Q3: 28,766 shares; 2025Q4: 29,664 shares; 2026Q1: 30,658 shares 30,658 $338K 0.01% +994 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,021 shares; 2024Q4: 880 shares; 2025Q1: 684 shares; 2025Q2: 1,630 shares; 2025Q3: 217,102 shares; 2025Q4: 9,161 shares; 2026Q1: 13,938 shares 13,938 $337K 0.01% +4,777 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: 63 shares; 2024Q4: 543 shares; 2025Q1: 2,128 shares; 2025Q2: 2,554 shares; 2025Q3: not reported; 2025Q4: 2,950 shares; 2026Q1: 2,701 shares 2,701 $337K 0.01% -249 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: 508 shares; 2024Q4: 1,820 shares; 2025Q1: 1,611 shares; 2025Q2: 2,207 shares; 2025Q3: 6,195 shares; 2025Q4: 4,118 shares; 2026Q1: 1,967 shares 1,967 $337K 0.01% -2,151 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690 shares; 2024Q4: 14,294 shares; 2025Q1: 7,999 shares; 2025Q2: 10,170 shares; 2025Q3: 43,883 shares; 2025Q4: 28,806 shares; 2026Q1: 12,824 shares 12,824 $336K 0.01% -15,982 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926 shares; 2024Q4: 2,375 shares; 2025Q1: 1,129 shares; 2025Q2: 1,500 shares; 2025Q3: 154,230 shares; 2025Q4: 2,403 shares; 2026Q1: 7,223 shares 7,223 $335K 0.01% +4,820 Timeline EWA 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: 12,527 shares; 2024Q4: 12,527 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 110,110 shares; 2025Q4: 12,055 shares; 2026Q1: 12,055 shares 12,055 $335K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313 shares; 2024Q4: 300 shares; 2025Q1: 523 shares; 2025Q2: 497 shares; 2025Q3: 4,248 shares; 2025Q4: 204 shares; 2026Q1: 1,718 shares 1,718 $334K 0.01% +1,514 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,741 shares; 2026Q1: 3,577 shares 3,577 $334K 0.01% +836 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: 1,204 shares; 2024Q4: 914 shares; 2025Q1: 1,285 shares; 2025Q2: 2,102 shares; 2025Q3: 56,815 shares; 2025Q4: 9,495 shares; 2026Q1: 7,126 shares 7,126 $333K 0.01% -2,369 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,713 shares; 2025Q1: 2,828 shares; 2025Q2: 2,726 shares; 2025Q3: 4,583 shares; 2025Q4: 2,790 shares; 2026Q1: 2,827 shares 2,827 $333K 0.01% +37 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 436 shares; 2025Q1: 2,256 shares; 2025Q2: 1,254 shares; 2025Q3: 15,028 shares; 2025Q4: 5,127 shares; 2026Q1: 7,452 shares 7,452 $332K 0.01% +2,325 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 876 shares; 2025Q1: 813 shares; 2025Q2: 694 shares; 2025Q3: 8,852 shares; 2025Q4: 2,103 shares; 2026Q1: 1,188 shares 1,188 $332K 0.01% -915 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 288 shares; 2025Q1: 430 shares; 2025Q2: 17,974 shares; 2025Q3: 19,722 shares; 2025Q4: 19,123 shares; 2026Q1: 19,235 shares 19,235 $331K 0.01% +112 Timeline FICS 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: 29,557 shares; 2025Q1: 28,170 shares; 2025Q2: 11,076 shares; 2025Q3: not reported; 2025Q4: 8,683 shares; 2026Q1: 8,469 shares 8,469 $331K 0.01% -214 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 1,243 shares; 2025Q1: 5,688 shares; 2025Q2: 3,766 shares; 2025Q3: 17,866 shares; 2025Q4: 9,043 shares; 2026Q1: 9,199 shares 9,199 $330K 0.01% +156 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 6,193 shares; 2025Q1: 7,576 shares; 2025Q2: 5,058 shares; 2025Q3: 77,950 shares; 2025Q4: 14,288 shares; 2026Q1: 11,911 shares 11,911 $330K 0.01% -2,377 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,495 shares; 2025Q1: 7,388 shares; 2025Q2: 4,558 shares; 2025Q3: not reported; 2025Q4: 8,292 shares; 2026Q1: 7,244 shares 7,244 $330K 0.01% -1,048 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 979 shares; 2025Q1: 82 shares; 2025Q2: 1,050 shares; 2025Q3: 12,287 shares; 2025Q4: 1,388 shares; 2026Q1: 1,407 shares 1,407 $329K 0.01% +19 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 697 shares; 2025Q2: 2,115 shares; 2025Q3: not reported; 2025Q4: 3,645 shares; 2026Q1: 6,291 shares 6,291 $328K 0.01% +2,646 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: 827 shares; 2024Q4: 833 shares; 2025Q1: 733 shares; 2025Q2: 1,038 shares; 2025Q3: 2,862 shares; 2025Q4: 894 shares; 2026Q1: 957 shares 957 $328K 0.01% +63 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 242 shares; 2025Q1: 340 shares; 2025Q2: 724 shares; 2025Q3: 10,630 shares; 2025Q4: 3,538 shares; 2026Q1: 3,551 shares 3,551 $328K 0.01% +13 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 172 shares; 2025Q1: 11 shares; 2025Q2: 45 shares; 2025Q3: 12,822 shares; 2025Q4: 710 shares; 2026Q1: 481 shares 481 $328K 0.01% -229 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 1,699 shares; 2025Q1: 2,041 shares; 2025Q2: 2,127 shares; 2025Q3: 218,211 shares; 2025Q4: 8,580 shares; 2026Q1: 7,462 shares 7,462 $327K 0.01% -1,118 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 22 shares; 2025Q2: 182 shares; 2025Q3: 5,952 shares; 2025Q4: 2,906 shares; 2026Q1: 3,793 shares 3,793 $327K 0.01% +887 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 1,443 shares; 2025Q1: 238 shares; 2025Q2: 388 shares; 2025Q3: 8,313 shares; 2025Q4: 516 shares; 2026Q1: 1,430 shares 1,430 $327K 0.01% +914 Timeline PJUN 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: 14,784 shares; 2024Q4: 15,131 shares; 2025Q1: 14,927 shares; 2025Q2: 7,962 shares; 2025Q3: not reported; 2025Q4: 7,790 shares; 2026Q1: 7,790 shares 7,790 $326K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 13 shares; 2025Q1: 136 shares; 2025Q2: 218 shares; 2025Q3: 10,237 shares; 2025Q4: 3,942 shares; 2026Q1: 3,232 shares 3,232 $326K 0.01% -710 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: 5,751 shares; 2024Q4: 5,059 shares; 2025Q1: 7,539 shares; 2025Q2: 7,907 shares; 2025Q3: 10,670 shares; 2025Q4: 10,271 shares; 2026Q1: 20,450 shares 20,450 $325K 0.01% +10,179 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 1,785 shares; 2025Q1: 1,085 shares; 2025Q2: 1,419 shares; 2025Q3: 119,741 shares; 2025Q4: 6,465 shares; 2026Q1: 7,728 shares 7,728 $325K 0.01% +1,263 Timeline PNOV 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: 14,533 shares; 2024Q4: 15,305 shares; 2025Q1: 7,613 shares; 2025Q2: 7,490 shares; 2025Q3: not reported; 2025Q4: 7,684 shares; 2026Q1: 7,946 shares 7,946 $325K 0.01% +262 Timeline SMH 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: 114 shares; 2025Q2: 172 shares; 2025Q3: not reported; 2025Q4: 2,173 shares; 2026Q1: 846 shares 846 $324K 0.01% -1,327 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,185 shares; 2024Q4: 39,185 shares; 2025Q1: 39,185 shares; 2025Q2: 39,185 shares; 2025Q3: 119,841 shares; 2025Q4: 41,110 shares; 2026Q1: 40,413 shares 40,413 $324K 0.01% -697 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,563 shares; 2025Q1: 2,816 shares; 2025Q2: 2,997 shares; 2025Q3: 160,327 shares; 2025Q4: 6,263 shares; 2026Q1: 5,071 shares 5,071 $324K 0.01% -1,192 Timeline INDH 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: not reported; 2026Q1: 8,494 shares 8,494 $323K 0.01% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 187 shares; 2025Q1: 272 shares; 2025Q2: 430 shares; 2025Q3: 9,872 shares; 2025Q4: 801 shares; 2026Q1: 807 shares 807 $323K 0.01% +6 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,016 shares; 2025Q2: 1,016 shares; 2025Q3: 17,599 shares; 2025Q4: 9,689 shares; 2026Q1: 10,694 shares 10,694 $322K 0.01% +1,005 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR 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: not reported; 2025Q4: not reported; 2026Q1: 5,852 shares 5,852 $322K 0.01% new Timeline FDEM 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: 362 shares; 2026Q1: 10,186 shares 10,186 $322K 0.01% +9,824 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,652 shares; 2025Q1: 13,529 shares; 2025Q2: 7,124 shares; 2025Q3: not reported; 2025Q4: 6,992 shares; 2026Q1: 6,992 shares 6,992 $321K 0.01% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,214 shares; 2024Q4: 15,387 shares; 2025Q1: 15,384 shares; 2025Q2: 14,968 shares; 2025Q3: not reported; 2025Q4: 7,554 shares; 2026Q1: 7,519 shares 7,519 $321K 0.01% -35 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 959 shares; 2025Q1: 12,033 shares; 2025Q2: 2,570 shares; 2025Q3: 263,904 shares; 2025Q4: 8,958 shares; 2026Q1: 12,626 shares 12,626 $320K 0.01% +3,668 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: not reported; 2024Q4: 7,507 shares; 2025Q1: 10,905 shares; 2025Q2: 10,914 shares; 2025Q3: not reported; 2025Q4: 6,783 shares; 2026Q1: 6,783 shares 6,783 $320K 0.01% 0 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,347 shares; 2024Q4: 8,002 shares; 2025Q1: 7,251 shares; 2025Q2: 7,343 shares; 2025Q3: not reported; 2025Q4: 6,643 shares; 2026Q1: 6,741 shares 6,741 $319K 0.01% +98 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 711 shares; 2025Q1: 935 shares; 2025Q2: 1,249 shares; 2025Q3: 21,049 shares; 2025Q4: 2,131 shares; 2026Q1: 6,362 shares 6,362 $319K 0.01% +4,231 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,078 shares; 2025Q2: 8,088 shares; 2025Q3: 5,636 shares; 2025Q4: 5,919 shares; 2026Q1: 8,024 shares 8,024 $318K 0.01% +2,105 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: 42 shares; 2024Q4: 105 shares; 2025Q1: 2 shares; 2025Q2: 69 shares; 2025Q3: 2,783 shares; 2025Q4: 1,550 shares; 2026Q1: 1,110 shares 1,110 $318K 0.01% -440 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 355 shares; 2025Q3: 6,424 shares; 2025Q4: 5,623 shares; 2026Q1: 5,633 shares 5,633 $318K 0.01% +10 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,774 shares; 2026Q1: 2,639 shares 2,639 $316K 0.01% -135 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: 318 shares; 2024Q4: 2,604 shares; 2025Q1: 923 shares; 2025Q2: 1,271 shares; 2025Q3: 11,074 shares; 2025Q4: 5,311 shares; 2026Q1: 2,335 shares 2,335 $316K 0.01% -2,976 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 616 shares; 2025Q1: 607 shares; 2025Q2: 744 shares; 2025Q3: 2,468 shares; 2025Q4: 715 shares; 2026Q1: 639 shares 639 $316K 0.01% -76 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 20 shares; 2025Q1: 173 shares; 2025Q2: 189 shares; 2025Q3: 16,203 shares; 2025Q4: 182 shares; 2026Q1: 1,050 shares 1,050 $315K 0.01% +868 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 189 shares; 2025Q2: 821 shares; 2025Q3: 24,844 shares; 2025Q4: 5,368 shares; 2026Q1: 5,094 shares 5,094 $315K 0.01% -274 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 2,620 shares; 2025Q1: 4,719 shares; 2025Q2: 3,769 shares; 2025Q3: 4,700 shares; 2025Q4: 5,294 shares; 2026Q1: 3,921 shares 3,921 $315K 0.01% -1,373 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: 891 shares; 2024Q4: 997 shares; 2025Q1: 76 shares; 2025Q2: 331 shares; 2025Q3: 33,511 shares; 2025Q4: 1,967 shares; 2026Q1: 4,760 shares 4,760 $314K 0.01% +2,793 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 784 shares; 2025Q1: 300 shares; 2025Q2: 304 shares; 2025Q3: 68,582 shares; 2025Q4: 2,052 shares; 2026Q1: 2,248 shares 2,248 $314K 0.01% +196 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: 1,616 shares; 2025Q3: 2,460 shares; 2025Q4: 3,900 shares; 2026Q1: 7,612 shares 7,612 $313K 0.01% +3,712 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,312 shares; 2025Q1: 437 shares; 2025Q2: 698 shares; 2025Q3: not reported; 2025Q4: 1,723 shares; 2026Q1: 2,383 shares 2,383 $312K 0.01% +660 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,344 shares; 2025Q1: 295 shares; 2025Q2: 41 shares; 2025Q3: 62,537 shares; 2025Q4: 43 shares; 2026Q1: 4,246 shares 4,246 $312K 0.01% +4,203 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321 shares; 2024Q4: 269 shares; 2025Q1: 532 shares; 2025Q2: 496 shares; 2025Q3: 12,317 shares; 2025Q4: 667 shares; 2026Q1: 2,150 shares 2,150 $312K 0.01% +1,483 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 401 shares; 2026Q1: 3,669 shares 3,669 $310K 0.01% +3,268 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 487 shares; 2025Q1: 613 shares; 2025Q2: 609 shares; 2025Q3: 2,032 shares; 2025Q4: 1,855 shares; 2026Q1: 2,185 shares 2,185 $308K 0.01% +330 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: 42 shares; 2024Q4: 50 shares; 2025Q1: 306 shares; 2025Q2: 426 shares; 2025Q3: 27,476 shares; 2025Q4: 2,627 shares; 2026Q1: 1,293 shares 1,293 $308K 0.01% -1,334 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 721 shares; 2025Q1: 1,680 shares; 2025Q2: 1,751 shares; 2025Q3: 1,905 shares; 2025Q4: 3,026 shares; 2026Q1: 2,399 shares 2,399 $308K 0.01% -627 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: 457 shares; 2024Q4: 651 shares; 2025Q1: 238 shares; 2025Q2: 452 shares; 2025Q3: 13,088 shares; 2025Q4: 567 shares; 2026Q1: 1,208 shares 1,208 $307K 0.01% +641 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 562 shares; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 3,518 shares; 2025Q4: 536 shares; 2026Q1: 558 shares 558 $306K 0.01% +22 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,608 shares; 2025Q1: 1,359 shares; 2025Q2: 1,314 shares; 2025Q3: 82,069 shares; 2025Q4: 51,693 shares; 2026Q1: 18,105 shares 18,105 $304K 0.01% -33,588 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: 236 shares; 2024Q4: 1,806 shares; 2025Q1: 2,262 shares; 2025Q2: 2,287 shares; 2025Q3: 1,598 shares; 2025Q4: 3,354 shares; 2026Q1: 1,955 shares 1,955 $304K 0.01% -1,399 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 248 shares; 2025Q1: 269 shares; 2025Q2: 270 shares; 2025Q3: not reported; 2025Q4: 4,270 shares; 2026Q1: 9,339 shares 9,339 $303K 0.01% +5,069 Timeline SPWR SUNPOWER INC More: the full row for SUNPOWER 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: 238,461 shares 238,461 $303K 0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182 shares; 2024Q4: 183 shares; 2025Q1: 210 shares; 2025Q2: 305 shares; 2025Q3: 6,225 shares; 2025Q4: 1,494 shares; 2026Q1: 2,363 shares 2,363 $302K 0.01% +869 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,659 shares 7,659 $302K 0.01% new 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: 868 shares; 2024Q4: 3,982 shares; 2025Q1: 2,935 shares; 2025Q2: 2,702 shares; 2025Q3: 18,879 shares; 2025Q4: 11,464 shares; 2026Q1: 8,111 shares 8,111 $302K 0.01% -3,353 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: 71 shares; 2024Q4: 809 shares; 2025Q1: 420 shares; 2025Q2: 696 shares; 2025Q3: 24,784 shares; 2025Q4: 2,063 shares; 2026Q1: 3,644 shares 3,644 $300K 0.01% +1,581 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 143 shares; 2025Q1: 279 shares; 2025Q2: 260 shares; 2025Q3: 9,266 shares; 2025Q4: 733 shares; 2026Q1: 2,775 shares 2,775 $300K 0.01% +2,042 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: 108 shares; 2024Q4: 376 shares; 2025Q1: 1,245 shares; 2025Q2: 14,652 shares; 2025Q3: 123,997 shares; 2025Q4: 7,072 shares; 2026Q1: 11,576 shares 11,576 $300K 0.01% +4,504 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,898 shares; 2024Q4: 13,097 shares; 2025Q1: 6,801 shares; 2025Q2: 6,610 shares; 2025Q3: not reported; 2025Q4: 6,769 shares; 2026Q1: 6,931 shares 6,931 $299K 0.01% +162 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,050 shares; 2024Q4: 7,748 shares; 2025Q1: 5,579 shares; 2025Q2: 6,941 shares; 2025Q3: not reported; 2025Q4: 13,889 shares; 2026Q1: 6,633 shares 6,633 $297K 0.01% -7,256 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 480 shares; 2025Q1: 124 shares; 2025Q2: 142 shares; 2025Q3: 3,069 shares; 2025Q4: 1,854 shares; 2026Q1: 1,372 shares 1,372 $297K 0.01% -482 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 549 shares; 2025Q4: 498 shares; 2026Q1: 2,033 shares 2,033 $297K 0.01% +1,535 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 314 shares; 2025Q1: 223 shares; 2025Q2: 712 shares; 2025Q3: 9,185 shares; 2025Q4: 405 shares; 2026Q1: 1,026 shares 1,026 $297K 0.01% +621 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 1,911 shares; 2025Q1: 2,180 shares; 2025Q2: 3,236 shares; 2025Q3: 23,670 shares; 2025Q4: 21,369 shares; 2026Q1: 11,228 shares 11,228 $296K 0.01% -10,141 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 1,709 shares; 2025Q1: 933 shares; 2025Q2: 754 shares; 2025Q3: 4,176 shares; 2025Q4: 2,111 shares; 2026Q1: 1,710 shares 1,710 $295K 0.01% -401 Timeline PAPR 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: 16,086 shares; 2024Q4: 16,144 shares; 2025Q1: 7,564 shares; 2025Q2: 7,459 shares; 2025Q3: not reported; 2025Q4: 7,316 shares; 2026Q1: 7,401 shares 7,401 $295K 0.01% +85 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,114 shares; 2025Q3: 8,113 shares; 2025Q4: 8,114 shares; 2026Q1: 8,114 shares 8,114 $291K 0.01% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 15,121 shares; 2025Q1: 15,121 shares; 2025Q2: 7,682 shares; 2025Q3: 462,773 shares; 2025Q4: 7,500 shares; 2026Q1: 7,287 shares 7,287 $291K 0.01% -213 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 341 shares; 2025Q1: 106 shares; 2025Q2: 277 shares; 2025Q3: 66,515 shares; 2025Q4: 5,030 shares; 2026Q1: 5,053 shares 5,053 $291K 0.01% +23 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 5,651 shares; 2025Q1: 9,325 shares; 2025Q2: 9,383 shares; 2025Q3: 62,768 shares; 2025Q4: 23,366 shares; 2026Q1: 14,054 shares 14,054 $291K 0.01% -9,312 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 8,175 shares; 2025Q1: 4,763 shares; 2025Q2: 5,157 shares; 2025Q3: 24,985 shares; 2025Q4: 10,976 shares; 2026Q1: 5,631 shares 5,631 $289K 0.01% -5,345 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: 763 shares; 2025Q3: 290 shares; 2025Q4: 2,955 shares; 2026Q1: 8,023 shares 8,023 $288K 0.01% +5,068 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 150 shares; 2025Q1: 97 shares; 2025Q2: 238 shares; 2025Q3: 24,388 shares; 2025Q4: 2,103 shares; 2026Q1: 2,705 shares 2,705 $287K 0.01% +602 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 220 shares; 2025Q1: 105 shares; 2025Q2: 1,644 shares; 2025Q3: 1,144 shares; 2025Q4: 1,619 shares; 2026Q1: 1,314 shares 1,314 $287K 0.01% -305 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 435 shares; 2025Q1: 833 shares; 2025Q2: 997 shares; 2025Q3: 7,695 shares; 2025Q4: 4,301 shares; 2026Q1: 3,483 shares 3,483 $286K 0.01% -818 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 970 shares; 2025Q1: 703 shares; 2025Q2: 505 shares; 2025Q3: not reported; 2025Q4: 506 shares; 2026Q1: 2,649 shares 2,649 $285K 0.01% +2,143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 3,202 shares 3,202 $285K 0.01% +2,620 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 4 shares; 2025Q1: 696 shares; 2025Q2: 736 shares; 2025Q3: 2,976 shares; 2025Q4: 755 shares; 2026Q1: 698 shares 698 $284K 0.01% -57 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: 70 shares; 2026Q1: 3,276 shares 3,276 $283K 0.01% +3,206 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 198 shares; 2025Q1: 738 shares; 2025Q2: 1,199 shares; 2025Q3: 2,155 shares; 2025Q4: 1,563 shares; 2026Q1: 1,355 shares 1,355 $283K 0.01% -208 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: 653 shares; 2024Q4: 653 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: 1,665 shares 1,665 $281K 0.01% +1,197 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,493 shares; 2025Q2: 1,327 shares; 2025Q3: not reported; 2025Q4: 1,327 shares; 2026Q1: 8,022 shares 8,022 $281K 0.01% +6,695 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 32 shares; 2025Q1: 1,097 shares; 2025Q2: not reported; 2025Q3: 128,630 shares; 2025Q4: 1,126 shares; 2026Q1: 8,821 shares 8,821 $281K 0.01% +7,695 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 763 shares; 2025Q1: 1,372 shares; 2025Q2: 1,416 shares; 2025Q3: 17,204 shares; 2025Q4: 18,625 shares; 2026Q1: 5,997 shares 5,997 $281K 0.01% -12,628 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,800 shares 131,800 $281K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,065 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 7,235 shares; 2026Q1: 6,065 shares 6,065 $280K 0.01% -1,170 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: not reported; 2025Q1: 245 shares; 2025Q2: 265 shares; 2025Q3: 4,984 shares; 2025Q4: 2,184 shares; 2026Q1: 2,107 shares 2,107 $279K 0.01% -77 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: 35 shares; 2024Q4: 37 shares; 2025Q1: 33 shares; 2025Q2: 125 shares; 2025Q3: 1,067 shares; 2025Q4: 432 shares; 2026Q1: 256 shares 256 $279K 0.01% -176 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 85 shares; 2025Q1: 42 shares; 2025Q2: 206 shares; 2025Q3: 33,192 shares; 2025Q4: 333 shares; 2026Q1: 2,580 shares 2,580 $279K 0.01% +2,247 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: 266 shares; 2024Q4: 296 shares; 2025Q1: 581 shares; 2025Q2: 481 shares; 2025Q3: 1,900 shares; 2025Q4: 761 shares; 2026Q1: 1,471 shares 1,471 $279K 0.01% +710 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408 shares; 2024Q4: 901 shares; 2025Q1: 1,208 shares; 2025Q2: 3,062 shares; 2025Q3: 32,740 shares; 2025Q4: 4,421 shares; 2026Q1: 4,837 shares 4,837 $279K 0.01% +416 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,513 shares; 2024Q4: 15,827 shares; 2025Q1: 16,481 shares; 2025Q2: 16,981 shares; 2025Q3: not reported; 2025Q4: 18,745 shares; 2026Q1: 18,572 shares 18,572 $278K 0.01% -173 Timeline DAN DANA INC More: the full row for DANA 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: 39 shares; 2025Q3: not reported; 2025Q4: 218 shares; 2026Q1: 8,245 shares 8,245 $277K 0.01% +8,027 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: 1,259 shares; 2024Q4: 1,137 shares; 2025Q1: 408 shares; 2025Q2: 801 shares; 2025Q3: 2,040 shares; 2025Q4: 2,440 shares; 2026Q1: 1,103 shares 1,103 $277K 0.01% -1,337 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,971 shares; 2024Q4: 46,984 shares; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 40,573 shares; 2025Q4: 37,043 shares; 2026Q1: 41,750 shares 41,750 $277K 0.01% +4,707 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 232 shares; 2025Q1: 2,638 shares; 2025Q2: 2,975 shares; 2025Q3: 279,489 shares; 2025Q4: 16,886 shares; 2026Q1: 16,256 shares 16,256 $276K 0.01% -630 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: 485 shares; 2024Q4: 481 shares; 2025Q1: 85 shares; 2025Q2: 150 shares; 2025Q3: 13,085 shares; 2025Q4: 678 shares; 2026Q1: 839 shares 839 $275K 0.01% +161 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 2,753 shares; 2025Q1: 465 shares; 2025Q2: 971 shares; 2025Q3: 14,735 shares; 2025Q4: 4,892 shares; 2026Q1: 4,379 shares 4,379 $275K 0.01% -513 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: 304 shares; 2024Q4: 365 shares; 2025Q1: 298 shares; 2025Q2: 1,374 shares; 2025Q3: 10,456 shares; 2025Q4: 2,650 shares; 2026Q1: 2,160 shares 2,160 $273K 0.01% -490 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 662 shares; 2025Q1: 542 shares; 2025Q2: 629 shares; 2025Q3: not reported; 2025Q4: 1,662 shares; 2026Q1: 29,905 shares 29,905 $273K 0.01% +28,243 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,232 shares; 2025Q3: not reported; 2025Q4: 5,052 shares; 2026Q1: 5,887 shares 5,887 $273K 0.01% +835 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: 653 shares; 2024Q4: 714 shares; 2025Q1: 576 shares; 2025Q2: 705 shares; 2025Q3: 4,727 shares; 2025Q4: 1,554 shares; 2026Q1: 1,021 shares 1,021 $272K 0.01% -533 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 376 shares; 2025Q1: 379 shares; 2025Q2: 382 shares; 2025Q3: not reported; 2025Q4: 1,472 shares; 2026Q1: 1,370 shares 1,370 $271K 0.01% -102 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 569 shares; 2024Q4: 2,751 shares; 2025Q1: 1,999 shares; 2025Q2: 839 shares; 2025Q3: 3,232 shares; 2025Q4: 2,650 shares; 2026Q1: 1,566 shares 1,566 $271K 0.01% -1,084 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109 shares; 2024Q4: 109 shares; 2025Q1: 95 shares; 2025Q2: 1,811 shares; 2025Q3: 64,070 shares; 2025Q4: 14,108 shares; 2026Q1: 15,886 shares 15,886 $270K 0.01% +1,778 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 807 shares; 2025Q2: 831 shares; 2025Q3: 1,883 shares; 2025Q4: 5,702 shares; 2026Q1: 9,120 shares 9,120 $270K 0.01% +3,418 Timeline SPAB 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: 7,552 shares; 2024Q4: 7,563 shares; 2025Q1: 10,351 shares; 2025Q2: 10,360 shares; 2025Q3: not reported; 2025Q4: 10,513 shares; 2026Q1: 10,519 shares 10,519 $270K 0.01% +6 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,665 shares; 2025Q1: 5,646 shares; 2025Q2: 6,090 shares; 2025Q3: 14,365 shares; 2025Q4: 4,359 shares; 2026Q1: 11,580 shares 11,580 $269K 0.01% +7,221 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 422 shares; 2025Q1: 839 shares; 2025Q2: 34,480 shares; 2025Q3: 17,746 shares; 2025Q4: 940 shares; 2026Q1: 4,157 shares 4,157 $269K 0.01% +3,217 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 4,248 shares; 2025Q1: 5,489 shares; 2025Q2: 5,784 shares; 2025Q3: 19,493 shares; 2025Q4: 13,168 shares; 2026Q1: 5,753 shares 5,753 $269K 0.01% -7,415 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: not reported; 2024Q4: not reported; 2025Q1: 5,477 shares; 2025Q2: 15,738 shares; 2025Q3: not reported; 2025Q4: 14,162 shares; 2026Q1: 14,162 shares 14,162 $268K 0.01% 0 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 353 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,319 shares 6,319 $268K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 131 shares; 2025Q1: 331 shares; 2025Q2: 313 shares; 2025Q3: 15,781 shares; 2025Q4: 1,526 shares; 2026Q1: 1,498 shares 1,498 $268K 0.01% -28 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 43 shares; 2025Q1: 554 shares; 2025Q2: 867 shares; 2025Q3: 28,840 shares; 2025Q4: 1,049 shares; 2026Q1: 1,852 shares 1,852 $268K 0.01% +803 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497 shares; 2024Q4: 520 shares; 2025Q1: 85 shares; 2025Q2: 449 shares; 2025Q3: 767 shares; 2025Q4: 1,688 shares; 2026Q1: 1,609 shares 1,609 $267K 0.01% -79 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: 78 shares; 2024Q4: 234 shares; 2025Q1: 183 shares; 2025Q2: 547 shares; 2025Q3: 14,230 shares; 2025Q4: 1,640 shares; 2026Q1: 2,420 shares 2,420 $266K 0.01% +780 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: not reported; 2024Q4: 2,572 shares; 2025Q1: 1,343 shares; 2025Q2: 3,718 shares; 2025Q3: not reported; 2025Q4: 3,922 shares; 2026Q1: 10,096 shares 10,096 $266K 0.01% +6,174 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 20 shares; 2025Q1: 125 shares; 2025Q2: 257 shares; 2025Q3: 88,385 shares; 2025Q4: 1,794 shares; 2026Q1: 1,714 shares 1,714 $265K 0.01% -80 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: 112 shares; 2024Q4: 98 shares; 2025Q1: 27 shares; 2025Q2: 67 shares; 2025Q3: 5,165 shares; 2025Q4: 527 shares; 2026Q1: 487 shares 487 $265K 0.01% -40 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 157 shares; 2025Q1: 399 shares; 2025Q2: 362 shares; 2025Q3: 14,804 shares; 2025Q4: 156 shares; 2026Q1: 2,433 shares 2,433 $265K 0.01% +2,277 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,960 shares; 2025Q1: 12,435 shares; 2025Q2: 7,847 shares; 2025Q3: not reported; 2025Q4: 6,577 shares; 2026Q1: 6,517 shares 6,517 $264K 0.01% -60 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 482 shares; 2025Q1: 126 shares; 2025Q2: 242 shares; 2025Q3: 10,826 shares; 2025Q4: 1,113 shares; 2026Q1: 695 shares 695 $264K 0.01% -418 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: not reported; 2025Q1: not reported; 2025Q2: 4,030 shares; 2025Q3: 6,215 shares; 2025Q4: 11,186 shares; 2026Q1: 6,522 shares 6,522 $264K 0.01% -4,664 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,512 shares; 2025Q1: 8,085 shares; 2025Q2: 8,071 shares; 2025Q3: not reported; 2025Q4: 8,746 shares; 2026Q1: 7,871 shares 7,871 $263K 0.01% -875 Timeline VTIP 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: 34,951 shares; 2025Q1: 362 shares; 2025Q2: 2,705 shares; 2025Q3: not reported; 2025Q4: 782 shares; 2026Q1: 5,262 shares 5,262 $263K 0.01% +4,480 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 17 shares; 2025Q1: 763 shares; 2025Q2: 726 shares; 2025Q3: 5,051 shares; 2025Q4: 84 shares; 2026Q1: 1,760 shares 1,760 $263K 0.01% +1,676 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 5,327 shares; 2025Q1: 8,361 shares; 2025Q2: 8,419 shares; 2025Q3: 8,753 shares; 2025Q4: 16,823 shares; 2026Q1: 10,117 shares 10,117 $262K 0.01% -6,706 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,770 shares; 2025Q1: 4,601 shares; 2025Q2: 2,478 shares; 2025Q3: not reported; 2025Q4: 2,105 shares; 2026Q1: 2,193 shares 2,193 $262K 0.01% +88 Timeline DHDG 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: 7,700 shares; 2026Q1: 7,700 shares 7,700 $259K 0.01% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 1,352 shares; 2025Q1: 96 shares; 2025Q2: 82 shares; 2025Q3: 3,811 shares; 2025Q4: 2,798 shares; 2026Q1: 2,233 shares 2,233 $259K 0.01% -565 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 28 shares; 2025Q1: 1,084 shares; 2025Q2: 1,039 shares; 2025Q3: 35,126 shares; 2025Q4: 1,434 shares; 2026Q1: 2,441 shares 2,441 $258K 0.01% +1,007 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 263 shares; 2025Q2: 278 shares; 2025Q3: 28,246 shares; 2025Q4: 10,231 shares; 2026Q1: 11,402 shares 11,402 $258K 0.01% +1,171 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 167 shares; 2025Q1: 264 shares; 2025Q2: 559 shares; 2025Q3: 13,019 shares; 2025Q4: 6,596 shares; 2026Q1: 9,241 shares 9,241 $258K 0.01% +2,645 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148 shares; 2025Q2: 793 shares; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 2,684 shares 2,684 $257K 0.01% +2,177 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: not reported; 2024Q4: not reported; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 820 shares 820 $256K 0.01% +761 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: 22 shares; 2024Q4: 129 shares; 2025Q1: 91 shares; 2025Q2: 719 shares; 2025Q3: 26,907 shares; 2025Q4: 8,445 shares; 2026Q1: 3,099 shares 3,099 $256K 0.01% -5,346 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,325 shares; 2026Q1: 2,330 shares 2,330 $256K 0.01% +5 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: 281 shares; 2024Q4: 430 shares; 2025Q1: 306 shares; 2025Q2: 1,437 shares; 2025Q3: 6,077 shares; 2025Q4: 6,222 shares; 2026Q1: 3,575 shares 3,575 $255K 0.01% -2,647 Timeline FDRR 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: 16,061 shares; 2026Q1: 4,330 shares 4,330 $255K 0.01% -11,731 Timeline RSPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 6,548 shares; 2026Q1: 6,548 shares 6,548 $253K 0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 923 shares; 2025Q1: 1,503 shares; 2025Q2: 1,479 shares; 2025Q3: 67,381 shares; 2025Q4: 1,098 shares; 2026Q1: 5,031 shares 5,031 $253K 0.01% +3,933 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: 1,400 shares; 2025Q1: 1,667 shares; 2025Q2: 1,248 shares; 2025Q3: 20,952 shares; 2025Q4: 1,328 shares; 2026Q1: 6,782 shares 6,782 $253K 0.01% +5,454 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: 107 shares; 2024Q4: 535 shares; 2025Q1: 1,469 shares; 2025Q2: 1,630 shares; 2025Q3: 15,925 shares; 2025Q4: 17,959 shares; 2026Q1: 5,440 shares 5,440 $253K 0.01% -12,519 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: 7 shares; 2025Q2: 5 shares; 2025Q3: 755 shares; 2025Q4: 294 shares; 2026Q1: 320 shares 320 $253K 0.01% +26 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: 131 shares; 2024Q4: 162 shares; 2025Q1: 414 shares; 2025Q2: 387 shares; 2025Q3: 3,991 shares; 2025Q4: 1,762 shares; 2026Q1: 1,385 shares 1,385 $253K 0.01% -377 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: 216 shares; 2024Q4: 107 shares; 2025Q1: 614 shares; 2025Q2: 865 shares; 2025Q3: 25,089 shares; 2025Q4: 341 shares; 2026Q1: 1,326 shares 1,326 $252K 0.01% +985 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 138 shares; 2025Q1: 490 shares; 2025Q2: 591 shares; 2025Q3: 12,522 shares; 2025Q4: 2,085 shares; 2026Q1: 3,623 shares 3,623 $251K 0.01% +1,538 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 782 shares; 2025Q1: 321 shares; 2025Q2: 166 shares; 2025Q3: 10,790 shares; 2025Q4: 2,825 shares; 2026Q1: 2,952 shares 2,952 $251K 0.01% +127 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: 3,926 shares; 2024Q4: 4,008 shares; 2025Q1: 4,122 shares; 2025Q2: 6,405 shares; 2025Q3: 6,482 shares; 2025Q4: 6,575 shares; 2026Q1: 6,682 shares 6,682 $250K 0.01% +107 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,750 shares 1,750 $250K 0.01% -200 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: 3,356 shares; 2024Q4: 2,947 shares; 2025Q1: 2,624 shares; 2025Q2: 3,112 shares; 2025Q3: 23,330 shares; 2025Q4: 1,694 shares; 2026Q1: 3,663 shares 3,663 $250K 0.01% +1,969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,644 shares; 2025Q3: not reported; 2025Q4: 3,635 shares; 2026Q1: 6,519 shares 6,519 $249K 0.01% +2,884 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: 322 shares; 2024Q4: 521 shares; 2025Q1: 414 shares; 2025Q2: 348 shares; 2025Q3: 3,584 shares; 2025Q4: 3,293 shares; 2026Q1: 3,495 shares 3,495 $248K 0.01% +202 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: 1,658 shares; 2024Q4: 8,159 shares; 2025Q1: 2,392 shares; 2025Q2: 2,172 shares; 2025Q3: 254,865 shares; 2025Q4: 4,941 shares; 2026Q1: 6,361 shares 6,361 $248K 0.01% +1,420 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 858 shares; 2025Q1: 2,390 shares; 2025Q2: 1,409 shares; 2025Q3: 891 shares; 2025Q4: 628 shares; 2026Q1: 1,193 shares 1,193 $248K 0.01% +565 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529 shares; 2024Q4: 4,853 shares; 2025Q1: 799 shares; 2025Q2: 2,527 shares; 2025Q3: 91,083 shares; 2025Q4: 6,618 shares; 2026Q1: 11,671 shares 11,671 $248K 0.01% +5,053 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 3,558 shares; 2025Q1: 3,519 shares; 2025Q2: 2,875 shares; 2025Q3: 74,206 shares; 2025Q4: 16,493 shares; 2026Q1: 5,337 shares 5,337 $248K 0.01% -11,156 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,953 shares; 2025Q2: 4,633 shares; 2025Q3: not reported; 2025Q4: 4,633 shares; 2026Q1: 4,274 shares 4,274 $246K 0.01% -359 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219 shares; 2024Q4: 188 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,257 shares; 2025Q4: 735 shares; 2026Q1: 21,294 shares 21,294 $243K 0.01% +20,559 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: 13,005 shares; 2024Q4: 11,998 shares; 2025Q1: 10,233 shares; 2025Q2: 9,312 shares; 2025Q3: not reported; 2025Q4: 8,904 shares; 2026Q1: 2,197 shares 2,197 $243K 0.01% -6,707 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 111 shares; 2025Q1: 170 shares; 2025Q2: 144 shares; 2025Q3: 102,294 shares; 2025Q4: 8,554 shares; 2026Q1: 9,504 shares 9,504 $242K 0.01% +950 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 306 shares; 2025Q3: not reported; 2025Q4: 4,521 shares; 2026Q1: 2,626 shares 2,626 $241K 0.01% -1,895 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 8,441 shares; 2025Q1: 2,751 shares; 2025Q2: 823 shares; 2025Q3: 284,304 shares; 2025Q4: 4,058 shares; 2026Q1: 40,222 shares 40,222 $241K 0.01% +36,164 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,151 shares; 2025Q1: 5,664 shares; 2025Q2: 4,955 shares; 2025Q3: not reported; 2025Q4: 4,955 shares; 2026Q1: 5,017 shares 5,017 $240K 0.01% +62 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 815 shares; 2025Q1: 219 shares; 2025Q2: 212 shares; 2025Q3: 5,302 shares; 2025Q4: 3,635 shares; 2026Q1: 3,184 shares 3,184 $240K 0.01% -451 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 180 shares; 2025Q1: 115 shares; 2025Q2: 499 shares; 2025Q3: 5,309 shares; 2025Q4: 664 shares; 2026Q1: 1,658 shares 1,658 $240K 0.01% +994 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,047 shares; 2025Q1: 1,025 shares; 2025Q2: 820 shares; 2025Q3: not reported; 2025Q4: 2,283 shares; 2026Q1: 3,729 shares 3,729 $240K 0.01% +1,446 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: 2,290 shares; 2024Q4: 4,407 shares; 2025Q1: 1,780 shares; 2025Q2: 2,000 shares; 2025Q3: 9,513 shares; 2025Q4: 2,742 shares; 2026Q1: 6,343 shares 6,343 $238K 0.01% +3,601 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265 shares; 2024Q4: 7 shares; 2025Q1: 369 shares; 2025Q2: 518 shares; 2025Q3: 1,709 shares; 2025Q4: 2,986 shares; 2026Q1: 1,868 shares 1,868 $238K 0.01% -1,118 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,636 shares; 2025Q3: 9,211 shares; 2025Q4: 10,678 shares; 2026Q1: 10,678 shares 10,678 $238K 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102 shares; 2024Q4: 460 shares; 2025Q1: 1,485 shares; 2025Q2: 1,473 shares; 2025Q3: 24,950 shares; 2025Q4: 3,938 shares; 2026Q1: 2,150 shares 2,150 $237K 0.01% -1,788 Timeline FELG 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: 3,343 shares; 2025Q3: not reported; 2025Q4: 7,338 shares; 2026Q1: 3,247 shares 3,247 $237K 0.01% -4,091 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: 2,344 shares; 2025Q3: 9,333 shares; 2025Q4: 6,087 shares; 2026Q1: 6,313 shares 6,313 $237K 0.01% +226 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,376 shares 6,376 $236K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498 shares; 2024Q4: 110 shares; 2025Q1: 663 shares; 2025Q2: 226 shares; 2025Q3: 72,003 shares; 2025Q4: 26,499 shares; 2026Q1: 3,970 shares 3,970 $236K 0.01% -22,529 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 106 shares; 2025Q1: 39 shares; 2025Q2: 23 shares; 2025Q3: 20,764 shares; 2025Q4: 1,545 shares; 2026Q1: 1,376 shares 1,376 $236K 0.01% -169 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 300 shares; 2025Q1: 384 shares; 2025Q2: 561 shares; 2025Q3: 829 shares; 2025Q4: 393 shares; 2026Q1: 1,930 shares 1,930 $235K 0.01% +1,537 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: 265 shares; 2024Q4: 316 shares; 2025Q1: 1,044 shares; 2025Q2: 942 shares; 2025Q3: 41,135 shares; 2025Q4: 2,709 shares; 2026Q1: 1,557 shares 1,557 $234K 0.01% -1,152 Timeline