XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 5,071 shares; 2025Q1: 5,761 shares; 2025Q2: 7,705 shares; 2025Q3: 8,459 shares; 2025Q4: 12,443 shares; 2026Q1: 12,297 shares 12,297 $614K 0.01% -146 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,107 shares; 2025Q1: 1,932 shares; 2025Q2: 3,021 shares; 2025Q3: 2,282 shares; 2025Q4: 2,205 shares; 2026Q1: 2,093 shares 2,093 $613K 0.01% -112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,219 shares; 2025Q4: 8,493 shares; 2026Q1: 8,839 shares 8,839 $612K 0.01% +346 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,600 shares; 2024Q4: 20,250 shares; 2025Q1: 22,010 shares; 2025Q2: 21,010 shares; 2025Q3: 21,010 shares; 2025Q4: 20,310 shares; 2026Q1: 15,810 shares 15,810 $611K 0.01% -4,500 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,962 shares; 2025Q2: 10,798 shares; 2025Q3: 11,547 shares; 2025Q4: 14,406 shares; 2026Q1: 14,575 shares 14,575 $609K 0.01% +169 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares; 2026Q1: 6,063 shares 6,063 $607K 0.01% +159 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,341 shares; 2026Q1: 6,255 shares 6,255 $604K 0.01% -10,086 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: 11,632 shares; 2025Q1: 6,858 shares; 2025Q2: 5,369 shares; 2025Q3: 5,446 shares; 2025Q4: 10,828 shares; 2026Q1: 14,009 shares 14,009 $603K 0.01% +3,181 Timeline BITO 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: 34,592 shares; 2025Q1: 38,513 shares; 2025Q2: 38,008 shares; 2025Q3: 59,189 shares; 2025Q4: 67,866 shares; 2026Q1: 64,757 shares 64,757 $603K 0.01% -3,109 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to 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: 36,355 shares 36,355 $602K 0.01% new Timeline VIXY PROSHARES TR II More: the full row for PROSHARES 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: 17,500 shares; 2026Q1: 17,500 shares 17,500 $601K 0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,576 shares; 2026Q1: 12,990 shares 12,990 $601K 0.01% +3,414 Timeline JVAL 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: 13,848 shares; 2025Q4: 13,745 shares; 2026Q1: 12,268 shares 12,268 $599K 0.01% -1,477 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,924 shares; 2025Q2: 7,601 shares; 2025Q3: 12,558 shares; 2025Q4: 12,880 shares; 2026Q1: 14,089 shares 14,089 $599K 0.01% +1,209 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,061 shares; 2026Q1: 11,337 shares 11,337 $599K 0.01% -1,724 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: 9,395 shares; 2024Q4: 9,298 shares; 2025Q1: 9,847 shares; 2025Q2: 10,302 shares; 2025Q3: 10,849 shares; 2025Q4: 10,945 shares; 2026Q1: 10,373 shares 10,373 $597K 0.01% -572 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 847 shares; 2025Q1: 986 shares; 2025Q2: 1,601 shares; 2025Q3: 2,505 shares; 2025Q4: 2,585 shares; 2026Q1: 1,975 shares 1,975 $594K 0.01% -610 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405 shares; 2025Q2: 479 shares; 2025Q3: 1,105 shares; 2025Q4: 1,018 shares; 2026Q1: 981 shares 981 $594K 0.01% -37 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: 644 shares; 2024Q4: 577 shares; 2025Q1: 286 shares; 2025Q2: 493 shares; 2025Q3: 501 shares; 2025Q4: 542 shares; 2026Q1: 544 shares 544 $593K 0.01% +2 Timeline RSPR 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: 13,619 shares; 2024Q4: 14,853 shares; 2025Q1: 15,795 shares; 2025Q2: 16,901 shares; 2025Q3: 16,593 shares; 2025Q4: 16,466 shares; 2026Q1: 17,753 shares 17,753 $589K 0.01% +1,287 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,498 shares; 2025Q2: 22,523 shares; 2025Q3: 20,191 shares; 2025Q4: 21,221 shares; 2026Q1: 20,686 shares 20,686 $588K 0.01% -535 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: 16,602 shares; 2024Q4: 16,711 shares; 2025Q1: 10,782 shares; 2025Q2: not reported; 2025Q3: 13,150 shares; 2025Q4: 11,965 shares; 2026Q1: 12,050 shares 12,050 $587K 0.01% +85 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: 4,886 shares; 2025Q1: 5,111 shares; 2025Q2: 5,123 shares; 2025Q3: 5,431 shares; 2025Q4: 5,441 shares; 2026Q1: 5,690 shares 5,690 $587K 0.01% +249 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,213 shares; 2024Q4: 12,585 shares; 2025Q1: 24,733 shares; 2025Q2: 12,678 shares; 2025Q3: 12,628 shares; 2025Q4: 13,028 shares; 2026Q1: 15,210 shares 15,210 $586K 0.01% +2,182 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 873 shares; 2025Q4: 815 shares; 2026Q1: 1,221 shares 1,221 $586K 0.01% +406 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 2,036 shares; 2026Q1: 2,138 shares 2,138 $585K 0.01% +102 Timeline WOOD 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: 5,698 shares; 2025Q2: 6,398 shares; 2025Q3: 7,097 shares; 2025Q4: 7,680 shares; 2026Q1: 8,200 shares 8,200 $582K 0.01% +520 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: 7,486 shares; 2024Q4: 7,053 shares; 2025Q1: 8,419 shares; 2025Q2: 9,505 shares; 2025Q3: 11,569 shares; 2025Q4: 10,247 shares; 2026Q1: 12,477 shares 12,477 $580K 0.01% +2,230 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN 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: 54,891 shares; 2025Q3: 101,061 shares; 2025Q4: 66,531 shares; 2026Q1: 43,512 shares 43,512 $579K 0.01% -23,019 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: not reported; 2024Q4: not reported; 2025Q1: 4,242 shares; 2025Q2: 6,879 shares; 2025Q3: 15,836 shares; 2025Q4: 10,119 shares; 2026Q1: 7,187 shares 7,187 $579K 0.01% -2,932 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 15,985 shares; 2025Q1: 15,641 shares; 2025Q2: 15,391 shares; 2025Q3: 15,374 shares; 2025Q4: 15,160 shares; 2026Q1: 14,733 shares 14,733 $579K 0.01% -427 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,075 shares; 2025Q1: 10,511 shares; 2025Q2: 10,370 shares; 2025Q3: 10,504 shares; 2025Q4: 10,531 shares; 2026Q1: 11,538 shares 11,538 $579K 0.01% +1,007 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: 10,350 shares; 2024Q4: 8,138 shares; 2025Q1: 8,324 shares; 2025Q2: 7,982 shares; 2025Q3: 7,794 shares; 2025Q4: 9,358 shares; 2026Q1: 8,214 shares 8,214 $578K 0.01% -1,144 Timeline ARKF 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: 17,110 shares; 2025Q2: 17,086 shares; 2025Q3: 15,328 shares; 2025Q4: 15,187 shares; 2026Q1: 15,179 shares 15,179 $577K 0.01% -8 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,248 shares; 2025Q2: 1,312 shares; 2025Q3: 2,236 shares; 2025Q4: 2,815 shares; 2026Q1: 2,791 shares 2,791 $577K 0.01% -24 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: not reported; 2025Q1: 2,131 shares; 2025Q2: 2,861 shares; 2025Q3: 3,093 shares; 2025Q4: 2,996 shares; 2026Q1: 2,929 shares 2,929 $576K 0.01% -67 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: 799 shares; 2025Q3: 2,675 shares; 2025Q4: 3,475 shares; 2026Q1: 1,701 shares 1,701 $576K 0.01% -1,774 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,218 shares; 2025Q4: 5,208 shares; 2026Q1: 6,384 shares 6,384 $575K 0.01% +1,176 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,654 shares; 2025Q3: 3,701 shares; 2025Q4: 2,502 shares; 2026Q1: 2,511 shares 2,511 $575K 0.01% +9 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 2,606 shares; 2025Q3: 3,095 shares; 2025Q4: 3,141 shares; 2026Q1: 3,633 shares 3,633 $572K 0.01% +492 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,462 shares 17,462 $571K 0.01% new Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,048 shares; 2024Q4: 15,373 shares; 2025Q1: 16,351 shares; 2025Q2: 17,718 shares; 2025Q3: 17,601 shares; 2025Q4: 17,544 shares; 2026Q1: 18,950 shares 18,950 $571K 0.01% +1,406 Timeline WTMF 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: 59,920 shares; 2026Q1: 14,361 shares 14,361 $570K 0.01% -45,559 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,118 shares; 2025Q2: 3,449 shares; 2025Q3: 4,113 shares; 2025Q4: 9,752 shares; 2026Q1: 11,257 shares 11,257 $568K 0.01% +1,505 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,236 shares; 2025Q2: 25,556 shares; 2025Q3: 26,280 shares; 2025Q4: 26,867 shares; 2026Q1: 27,316 shares 27,316 $566K 0.01% +449 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,507 shares; 2026Q1: 474 shares 474 $565K 0.01% -1,033 BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,836 shares; 2025Q2: 6,957 shares; 2025Q3: 7,235 shares; 2025Q4: 7,407 shares; 2026Q1: 8,028 shares 8,028 $557K 0.01% +621 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,637 shares; 2025Q2: 10,486 shares; 2025Q3: 14,940 shares; 2025Q4: 10,286 shares; 2026Q1: 11,195 shares 11,195 $556K 0.01% +909 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: not reported; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 9,486 shares; 2025Q3: not reported; 2025Q4: 6,546 shares; 2026Q1: 7,373 shares 7,373 $555K 0.01% +827 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: not reported; 2025Q1: 3,213 shares; 2025Q2: 4,046 shares; 2025Q3: 5,215 shares; 2025Q4: 5,636 shares; 2026Q1: 5,400 shares 5,400 $555K 0.01% -236 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,108 shares; 2026Q1: 45,970 shares 45,970 $554K 0.01% +5,862 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,039 shares 5,039 $554K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,549 shares; 2025Q3: 5,548 shares; 2025Q4: 5,379 shares; 2026Q1: 5,539 shares 5,539 $554K 0.01% +160 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,816 shares 21,816 $552K 0.01% new Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares; 2026Q1: 475 shares 475 $549K 0.01% -1,143 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: 23,651 shares; 2025Q3: 23,658 shares; 2025Q4: 23,662 shares; 2026Q1: 24,625 shares 24,625 $548K 0.01% +963 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,007 shares; 2025Q3: 4,486 shares; 2025Q4: 4,965 shares; 2026Q1: 5,539 shares 5,539 $546K 0.01% +574 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,942 shares; 2026Q1: 12,364 shares 12,364 $544K 0.01% -3,578 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,799 shares; 2025Q4: 12,117 shares; 2026Q1: 20,784 shares 20,784 $543K 0.01% +8,667 Timeline UNOV 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: 10,237 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,106 shares; 2026Q1: 14,524 shares 14,524 $541K 0.01% +1,418 Timeline UJAN 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: 10,582 shares; 2025Q2: 10,915 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,733 shares 12,733 $541K 0.01% new Timeline UOCT 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: 10,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,790 shares; 2026Q1: 14,148 shares 14,148 $541K 0.01% +1,358 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: 10,201 shares; 2024Q4: 13,162 shares; 2025Q1: 13,162 shares; 2025Q2: 13,415 shares; 2025Q3: 14,349 shares; 2025Q4: 12,957 shares; 2026Q1: 14,013 shares 14,013 $538K 0.01% +1,056 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,272 shares 8,272 $538K 0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS 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: 12,493 shares; 2025Q4: 18,229 shares; 2026Q1: 39,633 shares 39,633 $535K 0.01% +21,404 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION 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: 4,461 shares; 2025Q4: 4,810 shares; 2026Q1: 4,813 shares 4,813 $535K 0.01% +3 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,735 shares; 2025Q3: 7,372 shares; 2025Q4: 8,941 shares; 2026Q1: 10,757 shares 10,757 $535K 0.01% +1,816 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,207 shares; 2025Q3: 2,493 shares; 2025Q4: 2,528 shares; 2026Q1: 2,961 shares 2,961 $533K 0.01% +433 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,375 shares; 2026Q1: 6,482 shares 6,482 $531K 0.01% +1,107 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 11,916 shares 11,916 $530K 0.01% new Timeline FDEV 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: 9,079 shares; 2026Q1: 14,856 shares 14,856 $530K 0.01% +5,777 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,624 shares; 2024Q4: 15,939 shares; 2025Q1: 11,421 shares; 2025Q2: 16,711 shares; 2025Q3: 24,999 shares; 2025Q4: 26,579 shares; 2026Q1: 25,521 shares 25,521 $530K 0.01% -1,058 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,301 shares; 2025Q3: 32,202 shares; 2025Q4: 33,478 shares; 2026Q1: 12,286 shares 12,286 $529K 0.01% -21,192 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: 4,295 shares; 2024Q4: 4,144 shares; 2025Q1: 8,634 shares; 2025Q2: 8,820 shares; 2025Q3: 9,015 shares; 2025Q4: 8,837 shares; 2026Q1: 4,155 shares 4,155 $529K 0.01% -4,682 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,105 shares; 2025Q1: 6,400 shares; 2025Q2: 6,638 shares; 2025Q3: 6,743 shares; 2025Q4: 6,758 shares; 2026Q1: 7,103 shares 7,103 $528K 0.01% +345 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,570 shares; 2025Q4: 15,973 shares; 2026Q1: 26,703 shares 26,703 $528K 0.01% +10,730 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,498 shares; 2025Q4: 25,911 shares; 2026Q1: 33,235 shares 33,235 $526K 0.01% +7,324 Timeline UDEC 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: 10,082 shares; 2025Q2: 10,072 shares; 2025Q3: not reported; 2025Q4: 12,182 shares; 2026Q1: 13,539 shares 13,539 $526K 0.01% +1,357 Timeline UFEB 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: 10,697 shares; 2025Q2: 10,683 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,472 shares 14,472 $525K 0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,615 shares; 2025Q4: 5,312 shares; 2026Q1: 5,245 shares 5,245 $523K 0.01% -67 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: 1,672 shares; 2025Q4: 1,600 shares; 2026Q1: 1,535 shares 1,535 $521K 0.01% -65 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,518 shares; 2025Q1: 2,567 shares; 2025Q2: 2,587 shares; 2025Q3: 3,191 shares; 2025Q4: 3,315 shares; 2026Q1: 3,345 shares 3,345 $520K 0.01% +30 Timeline IMTM 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: 10,811 shares 10,811 $519K 0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,288 shares; 2025Q2: 2,439 shares; 2025Q3: 3,076 shares; 2025Q4: 3,256 shares; 2026Q1: 3,175 shares 3,175 $519K 0.01% -81 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,947 shares; 2025Q4: 10,947 shares; 2026Q1: 10,947 shares 10,947 $519K 0.01% 0 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,870 shares; 2026Q1: 21,747 shares 21,747 $516K 0.01% -123 Timeline VGLT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,181 shares 9,181 $508K 0.01% new Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,493 shares; 2025Q1: 3,670 shares; 2025Q2: 3,716 shares; 2025Q3: 3,716 shares; 2025Q4: 3,907 shares; 2026Q1: 3,907 shares 3,907 $508K 0.01% 0 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,099 shares; 2024Q4: 7,195 shares; 2025Q1: 6,824 shares; 2025Q2: 7,035 shares; 2025Q3: 6,826 shares; 2025Q4: 6,785 shares; 2026Q1: 6,382 shares 6,382 $506K 0.01% -403 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,328 shares 10,328 $506K 0.01% new Timeline IYM 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: 1,568 shares; 2024Q4: not reported; 2025Q1: 2,582 shares; 2025Q2: 2,563 shares; 2025Q3: 2,450 shares; 2025Q4: 2,348 shares; 2026Q1: 2,873 shares 2,873 $505K 0.01% +525 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: 12,199 shares; 2024Q4: 10,223 shares; 2025Q1: 9,178 shares; 2025Q2: 10,062 shares; 2025Q3: 9,241 shares; 2025Q4: 7,540 shares; 2026Q1: 8,975 shares 8,975 $505K 0.01% +1,435 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,536 shares 10,536 $504K 0.01% new Timeline EWU 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: 7,419 shares; 2025Q3: 7,319 shares; 2025Q4: 9,750 shares; 2026Q1: 11,058 shares 11,058 $504K 0.01% +1,308 Timeline EWY 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: 3,461 shares; 2025Q3: 5,633 shares; 2025Q4: 3,809 shares; 2026Q1: 4,092 shares 4,092 $503K 0.01% +283 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: 4,193 shares; 2024Q4: 4,449 shares; 2025Q1: 5,293 shares; 2025Q2: 5,736 shares; 2025Q3: 8,408 shares; 2025Q4: 9,645 shares; 2026Q1: 10,827 shares 10,827 $503K 0.01% +1,182 Timeline BBJP 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: 7,346 shares; 2025Q3: 7,073 shares; 2025Q4: 7,422 shares; 2026Q1: 7,281 shares 7,281 $502K 0.01% -141 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,021 shares; 2025Q1: 4,736 shares; 2025Q2: 4,697 shares; 2025Q3: 5,194 shares; 2025Q4: 4,969 shares; 2026Q1: 5,076 shares 5,076 $501K 0.01% +107 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,036 shares; 2024Q4: 4,848 shares; 2025Q1: 4,563 shares; 2025Q2: 4,520 shares; 2025Q3: 4,511 shares; 2025Q4: 4,461 shares; 2026Q1: 4,577 shares 4,577 $501K 0.01% +116 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,379 shares; 2025Q3: 17,479 shares; 2025Q4: 19,877 shares; 2026Q1: 20,174 shares 20,174 $500K 0.01% +297 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,788 shares; 2025Q2: 6,298 shares; 2025Q3: 7,971 shares; 2025Q4: 8,860 shares; 2026Q1: 9,047 shares 9,047 $500K 0.01% +187 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,517 shares; 2025Q2: 1,779 shares; 2025Q3: 2,871 shares; 2025Q4: 3,122 shares; 2026Q1: 2,757 shares 2,757 $496K 0.01% -365 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: 39,598 shares; 2024Q4: 6,467 shares; 2025Q1: 16,142 shares; 2025Q2: 11,761 shares; 2025Q3: 6,262 shares; 2025Q4: 6,488 shares; 2026Q1: 3,887 shares 3,887 $496K 0.01% -2,601 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,943 shares; 2024Q4: 15,739 shares; 2025Q1: 15,233 shares; 2025Q2: 15,502 shares; 2025Q3: 15,657 shares; 2025Q4: 15,809 shares; 2026Q1: 12,565 shares 12,565 $495K 0.01% -3,244 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,120 shares; 2024Q4: 2,089 shares; 2025Q1: 2,034 shares; 2025Q2: 2,080 shares; 2025Q3: 2,213 shares; 2025Q4: 2,223 shares; 2026Q1: 2,327 shares 2,327 $494K 0.01% +104 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,032 shares; 2024Q4: 4,823 shares; 2025Q1: 4,631 shares; 2025Q2: 5,174 shares; 2025Q3: 5,075 shares; 2025Q4: 5,075 shares; 2026Q1: 5,143 shares 5,143 $494K 0.01% +68 Timeline XDQQ 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: 13,304 shares 13,304 $492K 0.01% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,900 shares; 2025Q1: 7,900 shares; 2025Q2: 7,900 shares; 2025Q3: 7,900 shares; 2025Q4: 7,900 shares; 2026Q1: 8,785 shares 8,785 $491K 0.01% +885 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: 11,304 shares 11,304 $488K 0.01% new Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 23,014 shares; 2025Q1: 23,926 shares; 2025Q2: 24,033 shares; 2025Q3: 24,226 shares; 2025Q4: 22,616 shares; 2026Q1: 21,509 shares 21,509 $485K 0.01% -1,107 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 1,655 shares; 2025Q1: 2,565 shares; 2025Q2: 2,229 shares; 2025Q3: 2,801 shares; 2025Q4: 2,506 shares; 2026Q1: 2,777 shares 2,777 $485K 0.01% +271 Timeline XSLV 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: 12,253 shares; 2025Q2: 12,063 shares; 2025Q3: 11,430 shares; 2025Q4: 10,509 shares; 2026Q1: 10,270 shares 10,270 $485K 0.01% -239 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 6,139 shares; 2025Q1: 6,335 shares; 2025Q2: 8,442 shares; 2025Q3: 8,594 shares; 2025Q4: 8,787 shares; 2026Q1: 8,709 shares 8,709 $485K 0.01% -78 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,935 shares; 2024Q4: 75,053 shares; 2025Q1: 84,378 shares; 2025Q2: 63,069 shares; 2025Q3: 68,305 shares; 2025Q4: 52,170 shares; 2026Q1: 54,217 shares 54,217 $481K 0.01% +2,047 Timeline DJUL 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: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $481K 0.01% 0 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,814 shares; 2024Q4: 10,938 shares; 2025Q1: not reported; 2025Q2: 11,424 shares; 2025Q3: 19,220 shares; 2025Q4: 16,352 shares; 2026Q1: 22,570 shares 22,570 $481K 0.01% +6,218 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: 1,198 shares; 2024Q4: 1,264 shares; 2025Q1: 1,255 shares; 2025Q2: 1,265 shares; 2025Q3: 2,234 shares; 2025Q4: 2,129 shares; 2026Q1: 1,914 shares 1,914 $480K 0.01% -215 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,784 shares; 2025Q4: 4,326 shares; 2026Q1: 4,271 shares 4,271 $480K 0.01% -55 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,973 shares; 2025Q2: 9,575 shares; 2025Q3: 9,058 shares; 2025Q4: 11,023 shares; 2026Q1: 10,606 shares 10,606 $479K 0.01% -417 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,299 shares; 2025Q3: 6,023 shares; 2025Q4: 6,006 shares; 2026Q1: 5,643 shares 5,643 $479K 0.01% -363 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,481 shares 13,481 $479K 0.01% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,024 shares; 2025Q4: not reported; 2026Q1: 11,098 shares 11,098 $476K 0.01% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: 9,279 shares; 2025Q2: 11,711 shares; 2025Q3: 17,573 shares; 2025Q4: 19,590 shares; 2026Q1: 20,901 shares 20,901 $476K 0.01% +1,311 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,881 shares; 2024Q4: 11,294 shares; 2025Q1: 11,531 shares; 2025Q2: 11,810 shares; 2025Q3: 9,900 shares; 2025Q4: 15,366 shares; 2026Q1: 13,531 shares 13,531 $475K 0.01% -1,835 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: 3,157 shares; 2024Q4: 2,835 shares; 2025Q1: 4,295 shares; 2025Q2: 4,767 shares; 2025Q3: 6,181 shares; 2025Q4: 6,683 shares; 2026Q1: 5,048 shares 5,048 $474K 0.01% -1,635 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 7,713 shares; 2025Q1: 9,878 shares; 2025Q2: 11,095 shares; 2025Q3: 13,125 shares; 2025Q4: 12,960 shares; 2026Q1: 12,928 shares 12,928 $474K 0.01% -32 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,476 shares; 2025Q4: 12,144 shares; 2026Q1: 12,393 shares 12,393 $473K 0.01% +249 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 17,275 shares; 2025Q1: 13,838 shares; 2025Q2: 14,673 shares; 2025Q3: 14,277 shares; 2025Q4: 16,841 shares; 2026Q1: 18,507 shares 18,507 $472K 0.01% +1,666 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,584 shares; 2025Q2: 4,395 shares; 2025Q3: 4,874 shares; 2025Q4: 5,779 shares; 2026Q1: 5,897 shares 5,897 $472K 0.01% +118 Timeline IBDV 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: 9,979 shares; 2025Q3: 11,195 shares; 2025Q4: 12,517 shares; 2026Q1: 21,566 shares 21,566 $472K 0.01% +9,049 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: 4,935 shares; 2024Q4: 4,913 shares; 2025Q1: 2,655 shares; 2025Q2: 2,600 shares; 2025Q3: 2,833 shares; 2025Q4: 3,291 shares; 2026Q1: 3,440 shares 3,440 $472K 0.01% +149 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,349 shares; 2025Q3: 4,316 shares; 2025Q4: 4,406 shares; 2026Q1: 4,406 shares 4,406 $468K 0.01% 0 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: 8,060 shares; 2025Q1: 11,575 shares; 2025Q2: 12,132 shares; 2025Q3: 12,672 shares; 2025Q4: 14,115 shares; 2026Q1: 15,261 shares 15,261 $467K 0.01% +1,146 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,938 shares; 2025Q1: 2,142 shares; 2025Q2: 2,142 shares; 2025Q3: 2,142 shares; 2025Q4: 2,249 shares; 2026Q1: 2,363 shares 2,363 $466K 0.01% +114 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,224 shares 4,224 $463K 0.01% new Timeline AGGY 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: 7,558 shares; 2025Q3: 10,329 shares; 2025Q4: 10,503 shares; 2026Q1: 10,642 shares 10,642 $462K 0.01% +139 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: 10,713 shares; 2024Q4: 8,311 shares; 2025Q1: 9,116 shares; 2025Q2: 22,975 shares; 2025Q3: 9,414 shares; 2025Q4: 8,172 shares; 2026Q1: 10,355 shares 10,355 $462K 0.01% +2,183 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,000 shares; 2025Q3: 66,250 shares; 2025Q4: 37,091 shares; 2026Q1: 50,912 shares 50,912 $460K 0.01% +13,821 Timeline IEI 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: 3,366 shares; 2024Q4: 3,077 shares; 2025Q1: 7,966 shares; 2025Q2: 4,724 shares; 2025Q3: 4,257 shares; 2025Q4: 4,176 shares; 2026Q1: 3,880 shares 3,880 $460K 0.01% -296 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,779 shares; 2024Q4: 43,545 shares; 2025Q1: 43,591 shares; 2025Q2: 43,639 shares; 2025Q3: 41,688 shares; 2025Q4: 41,590 shares; 2026Q1: 43,420 shares 43,420 $459K 0.01% +1,830 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,876 shares; 2025Q4: not reported; 2026Q1: 9,979 shares 9,979 $459K 0.01% new Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 20,775 shares 20,775 $458K 0.01% +8,775 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 14,832 shares; 2026Q1: 13,682 shares 13,682 $458K 0.01% -1,150 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,301 shares; 2025Q3: 8,759 shares; 2025Q4: 8,663 shares; 2026Q1: 8,661 shares 8,661 $457K 0.01% -2 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,740 shares; 2024Q4: 13,048 shares; 2025Q1: 11,691 shares; 2025Q2: 23,808 shares; 2025Q3: 34,028 shares; 2025Q4: 20,692 shares; 2026Q1: 17,293 shares 17,293 $457K 0.01% -3,399 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,915 shares 1,915 $456K 0.01% +748 Timeline SCHA 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: 8,223 shares; 2025Q4: 8,994 shares; 2026Q1: 15,687 shares 15,687 $456K 0.01% +6,693 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: 9,039 shares; 2024Q4: 7,095 shares; 2025Q1: 7,132 shares; 2025Q2: 7,629 shares; 2025Q3: 7,664 shares; 2025Q4: 7,699 shares; 2026Q1: 7,737 shares 7,737 $455K 0.01% +38 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,410 shares; 2025Q3: 12,462 shares; 2025Q4: 12,464 shares; 2026Q1: 12,590 shares 12,590 $455K 0.01% +126 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,148 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,684 shares; 2026Q1: 9,727 shares 9,727 $454K 0.01% +43 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: 5,044 shares; 2024Q4: 5,044 shares; 2025Q1: 5,249 shares; 2025Q2: 3,459 shares; 2025Q3: 3,223 shares; 2025Q4: 2,182 shares; 2026Q1: 1,983 shares 1,983 $453K 0.01% -199 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 14,398 shares; 2025Q1: 15,358 shares; 2025Q2: 15,971 shares; 2025Q3: 15,607 shares; 2025Q4: 15,779 shares; 2026Q1: 15,245 shares 15,245 $453K 0.01% -534 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,187 shares; 2024Q4: 22,259 shares; 2025Q1: 33,756 shares; 2025Q2: 38,789 shares; 2025Q3: 19,431 shares; 2025Q4: 23,647 shares; 2026Q1: 22,061 shares 22,061 $451K 0.01% -1,586 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 5,699 shares; 2025Q1: 5,627 shares; 2025Q2: 5,814 shares; 2025Q3: 5,816 shares; 2025Q4: 5,010 shares; 2026Q1: 6,124 shares 6,124 $450K 0.01% +1,114 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,934 shares 5,934 $449K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,664 shares; 2025Q4: 5,939 shares; 2026Q1: 6,588 shares 6,588 $448K 0.01% +649 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,603 shares; 2025Q3: not reported; 2025Q4: 6,460 shares; 2026Q1: 8,438 shares 8,438 $448K 0.01% +1,978 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 12,161 shares; 2025Q1: 11,238 shares; 2025Q2: 10,615 shares; 2025Q3: 10,368 shares; 2025Q4: 9,417 shares; 2026Q1: 9,416 shares 9,416 $448K 0.01% -1 Timeline ILCV 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: 4,799 shares 4,799 $447K 0.01% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,522 shares; 2025Q3: 10,762 shares; 2025Q4: 9,740 shares; 2026Q1: 9,732 shares 9,732 $447K 0.01% -8 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,259 shares; 2025Q2: 20,513 shares; 2025Q3: 10,444 shares; 2025Q4: 9,913 shares; 2026Q1: 9,895 shares 9,895 $446K 0.01% -18 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,519 shares; 2025Q1: 3,517 shares; 2025Q2: 3,826 shares; 2025Q3: 3,578 shares; 2025Q4: 4,315 shares; 2026Q1: 4,171 shares 4,171 $446K 0.01% -144 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,722 shares; 2024Q4: 28,535 shares; 2025Q1: 45,833 shares; 2025Q2: 48,920 shares; 2025Q3: 39,820 shares; 2025Q4: 17,458 shares; 2026Q1: 18,104 shares 18,104 $442K 0.01% +646 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: 4,828 shares; 2024Q4: 4,911 shares; 2025Q1: 4,608 shares; 2025Q2: 4,675 shares; 2025Q3: 3,512 shares; 2025Q4: 3,630 shares; 2026Q1: 3,643 shares 3,643 $441K 0.01% +13 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 2,041 shares; 2025Q1: 2,100 shares; 2025Q2: 2,504 shares; 2025Q3: 2,368 shares; 2025Q4: 2,113 shares; 2026Q1: 1,651 shares 1,651 $441K 0.01% -462 Timeline AFMC 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: 10,114 shares; 2025Q3: 11,349 shares; 2025Q4: 11,810 shares; 2026Q1: 12,373 shares 12,373 $439K 0.01% +563 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,398 shares; 2026Q1: 32,953 shares 32,953 $438K 0.01% -445 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,435 shares; 2025Q4: 2,673 shares; 2026Q1: 3,231 shares 3,231 $438K 0.01% +558 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,263 shares; 2025Q2: 7,474 shares; 2025Q3: 8,742 shares; 2025Q4: 8,780 shares; 2026Q1: 9,372 shares 9,372 $437K 0.01% +592 Timeline DGRS 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: 5,875 shares; 2025Q2: 6,175 shares; 2025Q3: 7,232 shares; 2025Q4: 6,996 shares; 2026Q1: 8,233 shares 8,233 $436K 0.01% +1,237 Timeline KT KT CORP More: the full row for KT 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: 10,141 shares; 2025Q4: 20,853 shares; 2026Q1: 20,299 shares 20,299 $435K 0.01% -554 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,051 shares; 2025Q3: 6,205 shares; 2025Q4: 6,816 shares; 2026Q1: 6,061 shares 6,061 $435K 0.01% -755 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,158 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,115 shares 2,115 $433K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,716 shares; 2024Q4: 14,181 shares; 2025Q1: 16,839 shares; 2025Q2: 16,450 shares; 2025Q3: 13,670 shares; 2025Q4: 8,972 shares; 2026Q1: 15,778 shares 15,778 $431K 0.01% +6,806 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,754 shares; 2025Q3: 4,626 shares; 2025Q4: 4,891 shares; 2026Q1: 7,011 shares 7,011 $430K 0.01% +2,120 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to 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: 12,767 shares 12,767 $430K 0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,344 shares; 2025Q1: 2,513 shares; 2025Q2: 12,859 shares; 2025Q3: 11,574 shares; 2025Q4: 7,686 shares; 2026Q1: 7,691 shares 7,691 $429K 0.01% +5 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,991 shares; 2025Q2: 9,030 shares; 2025Q3: 9,401 shares; 2025Q4: 8,930 shares; 2026Q1: 9,788 shares 9,788 $429K 0.01% +858 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,231 shares; 2025Q1: 4,270 shares; 2025Q2: 4,393 shares; 2025Q3: 4,551 shares; 2025Q4: 4,648 shares; 2026Q1: 4,636 shares 4,636 $427K 0.01% -12 Timeline PVI 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,121 shares 17,121 $426K 0.01% new Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,076 shares; 2025Q2: 73,000 shares; 2025Q3: 76,345 shares; 2025Q4: 70,866 shares; 2026Q1: 74,819 shares 74,819 $424K 0.01% +3,953 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 2,020 shares; 2025Q1: 2,358 shares; 2025Q2: 3,000 shares; 2025Q3: 3,431 shares; 2025Q4: 3,730 shares; 2026Q1: 3,182 shares 3,182 $424K 0.01% -548 Timeline YSEP 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: 16,166 shares; 2026Q1: 16,166 shares 16,166 $423K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,413 shares 4,413 $423K 0.01% new Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,264 shares; 2025Q4: 8,287 shares; 2026Q1: 8,321 shares 8,321 $421K 0.01% +34 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,125 shares 5,125 $421K 0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,840 shares; 2025Q2: 2,875 shares; 2025Q3: 4,368 shares; 2025Q4: 4,077 shares; 2026Q1: 6,248 shares 6,248 $421K 0.01% +2,171 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: 3,008 shares; 2025Q1: 3,380 shares; 2025Q2: 3,638 shares; 2025Q3: 3,643 shares; 2025Q4: 3,579 shares; 2026Q1: 3,499 shares 3,499 $418K 0.01% -80 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,936 shares; 2025Q2: 9,576 shares; 2025Q3: 9,877 shares; 2025Q4: 9,866 shares; 2026Q1: 10,676 shares 10,676 $417K 0.01% +810 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 1,886 shares 1,886 $417K 0.01% +29 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,224 shares; 2024Q4: 17,908 shares; 2025Q1: 19,943 shares; 2025Q2: 16,899 shares; 2025Q3: 13,945 shares; 2025Q4: 31,133 shares; 2026Q1: 15,628 shares 15,628 $415K 0.01% -15,505 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,053 shares; 2025Q4: 1,921 shares; 2026Q1: 1,924 shares 1,924 $412K 0.01% +3 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,757 shares; 2025Q1: 4,434 shares; 2025Q2: 4,518 shares; 2025Q3: 4,826 shares; 2025Q4: 3,576 shares; 2026Q1: 3,374 shares 3,374 $412K 0.01% -202 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 2,219 shares; 2025Q1: 2,783 shares; 2025Q2: 3,147 shares; 2025Q3: 3,493 shares; 2025Q4: 3,181 shares; 2026Q1: 3,064 shares 3,064 $411K 0.01% -117 Timeline GCC 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: 21,019 shares; 2024Q4: 19,923 shares; 2025Q1: 20,199 shares; 2025Q2: 20,199 shares; 2025Q3: 19,549 shares; 2025Q4: 17,097 shares; 2026Q1: 17,097 shares 17,097 $409K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147 shares; 2025Q2: 195 shares; 2025Q3: 295 shares; 2025Q4: 277 shares; 2026Q1: 353 shares 353 $409K 0.01% +76 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 127 shares; 2025Q4: 201 shares; 2026Q1: 213 shares 213 $408K 0.01% +12 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,904 shares 13,904 $406K 0.01% new Timeline FTGS 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: 12,165 shares; 2025Q1: 11,374 shares; 2025Q2: 12,574 shares; 2025Q3: 13,664 shares; 2025Q4: 14,382 shares; 2026Q1: 11,896 shares 11,896 $405K 0.01% -2,486 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,306 shares; 2025Q4: 1,598 shares; 2026Q1: 1,905 shares 1,905 $402K 0.01% +307 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,739 shares 5,739 $401K 0.01% new Timeline CLOI 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: 5,731 shares; 2024Q4: 7,439 shares; 2025Q1: 9,011 shares; 2025Q2: 5,001 shares; 2025Q3: 5,244 shares; 2025Q4: 6,036 shares; 2026Q1: 7,608 shares 7,608 $401K 0.01% +1,572 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 12,821 shares; 2025Q1: 27,140 shares; 2025Q2: 12,729 shares; 2025Q3: 9,896 shares; 2025Q4: 9,232 shares; 2026Q1: 7,386 shares 7,386 $401K 0.01% -1,846 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,746 shares; 2025Q3: 4,950 shares; 2025Q4: 5,300 shares; 2026Q1: 5,459 shares 5,459 $399K 0.01% +159 Timeline SFST SOUTHERN FIRST BANCSHARES More: the full row for SOUTHERN FIRST BANCSHARES Quarterly shares; oldest to 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: 7,296 shares 7,296 $398K 0.01% new Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,492 shares; 2026Q1: 8,517 shares 8,517 $397K 0.01% +25 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares; 2026Q1: 2,760 shares 2,760 $397K 0.01% +154 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 600 shares; 2025Q2: 520 shares; 2025Q3: 788 shares; 2025Q4: 885 shares; 2026Q1: 736 shares 736 $396K 0.01% -149 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,762 shares; 2025Q4: 8,197 shares; 2026Q1: 9,151 shares 9,151 $394K 0.01% +954 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659 $392K 0.01% new Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 957 shares; 2025Q3: 1,679 shares; 2025Q4: 2,369 shares; 2026Q1: 2,314 shares 2,314 $391K 0.01% -55 Timeline FTBD FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,331 shares; 2025Q3: 4,626 shares; 2025Q4: 6,299 shares; 2026Q1: 7,951 shares 7,951 $391K 0.01% +1,652 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,683 shares; 2026Q1: 8,217 shares 8,217 $391K 0.01% +1,534 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,253 shares; 2026Q1: 7,748 shares 7,748 $390K 0.01% +1,495 Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,840 shares 7,840 $388K 0.01% new Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 11,439 shares; 2025Q4: 9,757 shares; 2026Q1: 9,500 shares 9,500 $387K 0.01% -257 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE 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: 12,422 shares; 2025Q2: 12,483 shares; 2025Q3: 12,736 shares; 2025Q4: 25,828 shares; 2026Q1: 25,890 shares 25,890 $386K 0.01% +62 Timeline IDLV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,151 shares 11,151 $384K 0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,110 shares; 2024Q4: 22,138 shares; 2025Q1: 11,664 shares; 2025Q2: 26,624 shares; 2025Q3: 25,095 shares; 2025Q4: 24,161 shares; 2026Q1: 10,422 shares 10,422 $384K 0.01% -13,739 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,620 shares; 2025Q4: not reported; 2026Q1: 7,709 shares 7,709 $383K 0.01% new Timeline EWS 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: 13,951 shares; 2025Q3: 13,733 shares; 2025Q4: 13,521 shares; 2026Q1: 13,497 shares 13,497 $381K 0.01% -24 Timeline FOCT 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: 7,980 shares; 2026Q1: 7,980 shares 7,980 $380K 0.01% 0 Timeline SCHO 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: 10,285 shares; 2025Q2: 10,895 shares; 2025Q3: 13,673 shares; 2025Q4: 16,479 shares; 2026Q1: 15,673 shares 15,673 $380K 0.01% -806 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 979 shares 979 $380K 0.01% -61 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,438 shares; 2025Q4: 5,757 shares; 2026Q1: 6,330 shares 6,330 $380K 0.01% +573 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,499 shares; 2025Q4: 6,983 shares; 2026Q1: 8,101 shares 8,101 $378K 0.01% +1,118 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 3,072 shares; 2025Q4: 1,628 shares; 2026Q1: 1,751 shares 1,751 $378K 0.01% +123 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,385 shares; 2025Q1: 1,715 shares; 2025Q2: 1,706 shares; 2025Q3: 1,746 shares; 2025Q4: 1,626 shares; 2026Q1: 1,393 shares 1,393 $377K 0.01% -233 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,028 shares; 2025Q1: not reported; 2025Q2: 2,956 shares; 2025Q3: not reported; 2025Q4: 3,207 shares; 2026Q1: 4,038 shares 4,038 $377K 0.01% +831 Timeline PDYN PALLADYNE AI CORP More: the full row for PALLADYNE AI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,821 shares 61,821 $375K 0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,188 shares; 2024Q4: 19,259 shares; 2025Q1: 22,881 shares; 2025Q2: 23,019 shares; 2025Q3: 24,333 shares; 2025Q4: 23,101 shares; 2026Q1: 14,977 shares 14,977 $374K 0.01% -8,124 Timeline TGRT T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,493 shares 9,493 $373K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: 1,282 shares; 2025Q4: 1,678 shares; 2026Q1: 1,702 shares 1,702 $373K 0.01% +24 Timeline FPFD 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: 15,215 shares; 2026Q1: 17,348 shares 17,348 $372K 0.01% +2,133 Timeline BIRK BIRKENSTOCK HOLDING PLC More: the full row for BIRKENSTOCK HOLDING PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,388 shares 10,388 $372K 0.01% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,221 shares 5,221 $370K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,840 shares; 2025Q3: 3,999 shares; 2025Q4: 4,306 shares; 2026Q1: 4,621 shares 4,621 $370K 0.01% +315 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,842 shares 1,842 $370K 0.01% new Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,075 shares; 2026Q1: 8,298 shares 8,298 $370K 0.01% +3,223 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: 1,737 shares; 2024Q4: 1,627 shares; 2025Q1: 1,468 shares; 2025Q2: 1,290 shares; 2025Q3: 1,552 shares; 2025Q4: 1,992 shares; 2026Q1: 2,141 shares 2,141 $369K 0.01% +149 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,569 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,895 shares 45,895 $369K 0.01% new 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: 5,650 shares; 2025Q3: 9,215 shares; 2025Q4: 9,677 shares; 2026Q1: 9,647 shares 9,647 $368K 0.01% -30 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,385 shares; 2025Q4: 9,167 shares; 2026Q1: 7,897 shares 7,897 $366K 0.01% -1,270 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,029 shares; 2024Q4: 13,977 shares; 2025Q1: 16,039 shares; 2025Q2: 13,960 shares; 2025Q3: 14,552 shares; 2025Q4: 26,302 shares; 2026Q1: 27,109 shares 27,109 $366K 0.01% +807 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: 8,325 shares; 2024Q4: 8,325 shares; 2025Q1: 10,448 shares; 2025Q2: 10,368 shares; 2025Q3: 10,368 shares; 2025Q4: 10,038 shares; 2026Q1: 10,405 shares 10,405 $365K 0.01% +367 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,489 shares 43,489 $364K 0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,238 shares; 2025Q3: 5,959 shares; 2025Q4: 4,495 shares; 2026Q1: 4,391 shares 4,391 $364K 0.01% -104 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,829 shares 4,829 $363K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: 688 shares; 2026Q1: 891 shares 891 $363K 0.01% +203 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,226 shares; 2026Q1: 9,039 shares 9,039 $363K 0.01% +813 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,584 shares; 2025Q3: not reported; 2025Q4: 20,012 shares; 2026Q1: 21,698 shares 21,698 $363K 0.01% +1,686 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,049 shares; 2026Q1: 1,009 shares 1,009 $362K 0.01% -40 Timeline JANT 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: 5,708 shares; 2025Q3: 5,708 shares; 2025Q4: 5,708 shares; 2026Q1: 9,029 shares 9,029 $362K 0.01% +3,321 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: 2,211 shares; 2025Q2: 2,417 shares; 2025Q3: 2,481 shares; 2025Q4: 3,275 shares; 2026Q1: 3,291 shares 3,291 $361K 0.01% +16 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,226 shares; 2025Q2: 2,464 shares; 2025Q3: 3,112 shares; 2025Q4: 2,936 shares; 2026Q1: 3,238 shares 3,238 $361K 0.01% +302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,595 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,363 shares 7,363 $361K 0.01% new 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: 16,387 shares; 2024Q4: 12,966 shares; 2025Q1: 12,268 shares; 2025Q2: 13,668 shares; 2025Q3: 14,912 shares; 2025Q4: 15,123 shares; 2026Q1: 18,969 shares 18,969 $359K 0.01% +3,846 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,599 shares; 2025Q3: 9,934 shares; 2025Q4: 13,675 shares; 2026Q1: 17,300 shares 17,300 $359K 0.01% +3,625 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: 2,685 shares; 2025Q1: 5,380 shares; 2025Q2: 5,566 shares; 2025Q3: 5,749 shares; 2025Q4: 5,829 shares; 2026Q1: 5,792 shares 5,792 $358K 0.01% -37 Timeline SIXO 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: 13,120 shares; 2025Q1: 15,267 shares; 2025Q2: 16,196 shares; 2025Q3: 48,488 shares; 2025Q4: 19,009 shares; 2026Q1: 10,526 shares 10,526 $356K 0.01% -8,483 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,927 shares; 2025Q1: 5,036 shares; 2025Q2: 5,395 shares; 2025Q3: 6,002 shares; 2025Q4: 6,601 shares; 2026Q1: 6,637 shares 6,637 $355K 0.01% +36 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,043 shares; 2026Q1: 14,788 shares 14,788 $354K 0.01% +745 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,383 shares; 2024Q4: 10,422 shares; 2025Q1: 9,561 shares; 2025Q2: 14,395 shares; 2025Q3: 13,699 shares; 2025Q4: 14,196 shares; 2026Q1: 16,217 shares 16,217 $354K 0.01% +2,021 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,041 shares 17,041 $354K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,443 shares; 2026Q1: 1,329 shares 1,329 $354K 0.01% -114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,884 shares; 2025Q4: 2,286 shares; 2026Q1: 2,453 shares 2,453 $352K 0.01% +167 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 13,750 shares; 2025Q3: 13,750 shares; 2025Q4: 15,757 shares; 2026Q1: 13,807 shares 13,807 $350K 0.01% -1,950 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,494 shares; 2025Q4: 3,580 shares; 2026Q1: 3,560 shares 3,560 $350K 0.01% -20 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares; 2026Q1: 1,559 shares 1,559 $350K 0.01% +294 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 1,245 shares; 2026Q1: 1,258 shares 1,258 $350K 0.01% +13 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 1,891 shares; 2025Q3: 2,042 shares; 2025Q4: 1,896 shares; 2026Q1: 1,933 shares 1,933 $350K 0.01% +37 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,842 shares; 2025Q3: 6,324 shares; 2025Q4: 6,008 shares; 2026Q1: 5,973 shares 5,973 $348K 0.01% -35 Timeline XDEC 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: 88,359 shares; 2024Q4: 5,928 shares; 2025Q1: 5,928 shares; 2025Q2: 5,928 shares; 2025Q3: 5,928 shares; 2025Q4: 5,928 shares; 2026Q1: 8,614 shares 8,614 $347K 0.01% +2,686 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,341 shares; 2026Q1: 2,543 shares 2,543 $347K 0.01% +202 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,132 shares; 2025Q4: 25,660 shares; 2026Q1: 30,733 shares 30,733 $347K 0.01% +5,073 Timeline USMF 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: 11,024 shares; 2025Q2: 11,060 shares; 2025Q3: 10,923 shares; 2025Q4: 10,488 shares; 2026Q1: 6,963 shares 6,963 $344K 0.01% -3,525 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,238 shares; 2025Q1: 2,474 shares; 2025Q2: 2,505 shares; 2025Q3: 2,512 shares; 2025Q4: 2,604 shares; 2026Q1: 2,601 shares 2,601 $344K 0.01% -3 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 572 shares; 2026Q1: 657 shares 657 $343K 0.01% +85 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,067 shares; 2025Q4: 3,813 shares; 2026Q1: 3,928 shares 3,928 $342K 0.01% +115 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,863 shares 10,863 $342K 0.01% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO 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: 4,764 shares; 2025Q4: 5,601 shares; 2026Q1: 5,578 shares 5,578 $342K 0.01% -23 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,663 shares; 2025Q1: 8,144 shares; 2025Q2: 7,297 shares; 2025Q3: 7,430 shares; 2025Q4: 7,779 shares; 2026Q1: 9,400 shares 9,400 $342K 0.01% +1,621 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: 3,604 shares; 2025Q3: 3,687 shares; 2025Q4: 4,042 shares; 2026Q1: 4,757 shares 4,757 $341K 0.01% +715 Timeline IDVO 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,961 shares; 2026Q1: 8,429 shares 8,429 $341K 0.01% +2,468 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 431 shares 431 $341K 0.01% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,066 shares; 2025Q4: 13,892 shares; 2026Q1: 15,712 shares 15,712 $340K 0.01% +1,820 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,548 shares; 2024Q4: 7,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,705 shares 12,705 $339K 0.01% new Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,676 shares; 2024Q4: 8,676 shares; 2025Q1: 7,104 shares; 2025Q2: 7,399 shares; 2025Q3: 7,452 shares; 2025Q4: 5,158 shares; 2026Q1: 5,216 shares 5,216 $339K 0.01% +58 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,389 shares 3,389 $337K 0.01% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,839 shares; 2025Q2: 26,697 shares; 2025Q3: 8,513 shares; 2025Q4: 7,687 shares; 2026Q1: 8,392 shares 8,392 $337K 0.01% +705 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,605 shares; 2025Q2: 8,637 shares; 2025Q3: 8,626 shares; 2025Q4: 7,652 shares; 2026Q1: 8,212 shares 8,212 $335K 0.01% +560 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103 shares; 2024Q4: 1,008 shares; 2025Q1: 1,220 shares; 2025Q2: 1,442 shares; 2025Q3: 1,830 shares; 2025Q4: 1,508 shares; 2026Q1: 1,656 shares 1,656 $335K 0.01% +148 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: 10,451 shares; 2024Q4: 10,916 shares; 2025Q1: 35,766 shares; 2025Q2: 37,811 shares; 2025Q3: 46,621 shares; 2025Q4: 25,153 shares; 2026Q1: 10,466 shares 10,466 $335K 0.01% -14,687 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,432 shares 7,432 $333K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,843 shares 7,843 $333K 0.01% new Timeline GOLY STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,297 shares; 2025Q4: 9,104 shares; 2026Q1: 11,272 shares 11,272 $332K 0.01% +2,168 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 608 shares; 2025Q1: 679 shares; 2025Q2: 910 shares; 2025Q3: 948 shares; 2025Q4: 905 shares; 2026Q1: 912 shares 912 $332K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 861 shares; 2025Q4: not reported; 2026Q1: 1,431 shares 1,431 $332K 0.01% new Timeline BBEU 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: 4,019 shares; 2025Q3: 4,354 shares; 2025Q4: 4,392 shares; 2026Q1: 4,577 shares 4,577 $331K 0.01% +185 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,513 shares; 2025Q1: 5,766 shares; 2025Q2: 7,618 shares; 2025Q3: 9,339 shares; 2025Q4: 9,078 shares; 2026Q1: 8,896 shares 8,896 $329K 0.01% -182 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,822 shares; 2025Q4: 7,486 shares; 2026Q1: 8,061 shares 8,061 $329K 0.01% +575 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: 8,238 shares; 2025Q3: 8,456 shares; 2025Q4: 11,944 shares; 2026Q1: 12,745 shares 12,745 $329K 0.01% +801 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,535 shares; 2025Q3: 6,204 shares; 2025Q4: not reported; 2026Q1: 8,939 shares 8,939 $326K 0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 3,438 shares; 2025Q4: 2,294 shares; 2026Q1: 2,328 shares 2,328 $325K 0.01% +34 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 3,935 shares; 2025Q1: 3,913 shares; 2025Q2: 4,006 shares; 2025Q3: 4,067 shares; 2025Q4: 3,772 shares; 2026Q1: 3,693 shares 3,693 $324K 0.01% -79 Timeline HEWJ 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: 4,482 shares; 2025Q3: 4,935 shares; 2025Q4: 5,053 shares; 2026Q1: 5,753 shares 5,753 $324K 0.01% +700 Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,034 shares; 2024Q4: 137,873 shares; 2025Q1: 147,895 shares; 2025Q2: 132,179 shares; 2025Q3: 130,134 shares; 2025Q4: 118,530 shares; 2026Q1: 32,284 shares 32,284 $323K 0.01% -86,246 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,903 shares 6,903 $323K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,906 shares; 2026Q1: 1,953 shares 1,953 $323K 0.01% +47 Timeline XPND 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: 8,209 shares; 2025Q3: 9,353 shares; 2025Q4: 9,721 shares; 2026Q1: 9,818 shares 9,818 $322K 0.01% +97 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,908 shares; 2025Q2: 3,728 shares; 2025Q3: 3,446 shares; 2025Q4: 3,459 shares; 2026Q1: 3,518 shares 3,518 $322K 0.01% +59 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,127 shares; 2025Q4: 5,665 shares; 2026Q1: 6,465 shares 6,465 $321K 0.01% +800 Timeline FVAL 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: 3,635 shares; 2025Q2: 3,746 shares; 2025Q3: 3,746 shares; 2025Q4: 3,746 shares; 2026Q1: 4,619 shares 4,619 $321K 0.01% +873 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,014 shares; 2025Q1: 4,962 shares; 2025Q2: 5,206 shares; 2025Q3: 5,371 shares; 2025Q4: 5,302 shares; 2026Q1: 5,750 shares 5,750 $320K 0.01% +448 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,170 shares; 2025Q1: 2,566 shares; 2025Q2: 3,270 shares; 2025Q3: 3,360 shares; 2025Q4: 3,289 shares; 2026Q1: 3,278 shares 3,278 $320K 0.01% -11 Timeline XNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,548 shares; 2026Q1: 8,548 shares 8,548 $320K 0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,277 shares 2,277 $319K 0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,110 shares; 2024Q4: 28,366 shares; 2025Q1: 28,715 shares; 2025Q2: 26,234 shares; 2025Q3: 23,179 shares; 2025Q4: 9,940 shares; 2026Q1: 8,929 shares 8,929 $319K 0.01% -1,011 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,812 shares; 2026Q1: 4,875 shares 4,875 $318K 0.01% +63 Timeline RSDE 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: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 14,500 shares 14,500 $318K 0.01% -500 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares 1,070 $317K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,945 shares; 2025Q3: 17,591 shares; 2025Q4: 15,697 shares; 2026Q1: 6,678 shares 6,678 $317K 0.01% -9,019 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,355 shares 3,355 $315K 0.01% new 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: 2,859 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,458 shares; 2025Q4: 2,525 shares; 2026Q1: 2,280 shares 2,280 $313K 0.01% -245 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,386 shares 4,386 $311K 0.01% new 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: 4,032 shares; 2024Q4: 3,208 shares; 2025Q1: not reported; 2025Q2: 3,094 shares; 2025Q3: 3,142 shares; 2025Q4: 3,602 shares; 2026Q1: 3,950 shares 3,950 $311K 0.01% +348 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 15,207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,121 shares 13,121 $311K 0.01% new Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,896 shares; 2025Q3: 49,297 shares; 2025Q4: 20,718 shares; 2026Q1: 18,476 shares 18,476 $310K 0.01% -2,242 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,264 shares 10,264 $310K 0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,423 shares; 2025Q3: 3,238 shares; 2025Q4: 3,254 shares; 2026Q1: 3,858 shares 3,858 $308K 0.01% +604 Timeline TDVI 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: 8,802 shares; 2024Q4: 10,308 shares; 2025Q1: 10,308 shares; 2025Q2: 11,258 shares; 2025Q3: 10,008 shares; 2025Q4: 11,958 shares; 2026Q1: 11,600 shares 11,600 $308K 0.01% -358 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,439 shares; 2025Q4: 12,835 shares; 2026Q1: 12,072 shares 12,072 $308K 0.01% -763 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,614 shares; 2026Q1: 10,262 shares 10,262 $307K 0.01% +2,648 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: 14,517 shares; 2024Q4: 6,531 shares; 2025Q1: 5,191 shares; 2025Q2: 4,327 shares; 2025Q3: 4,110 shares; 2025Q4: 4,895 shares; 2026Q1: 4,788 shares 4,788 $307K 0.01% -107 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,540 shares; 2025Q4: 1,516 shares; 2026Q1: 1,926 shares 1,926 $306K 0.01% +410 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,453 shares; 2026Q1: 16,165 shares 16,165 $305K 0.01% -5,288 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,606 shares; 2026Q1: 3,153 shares 3,153 $305K 0.01% +547 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 826 shares; 2025Q1: 974 shares; 2025Q2: 1,024 shares; 2025Q3: 730 shares; 2025Q4: 732 shares; 2026Q1: 851 shares 851 $305K 0.01% +119 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,924 shares 10,924 $304K 0.01% new Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 3,560 shares; 2025Q3: 7,156 shares; 2025Q4: 3,774 shares; 2026Q1: 3,396 shares 3,396 $304K 0.01% -378 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: 5,963 shares 5,963 $304K 0.01% new 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: 2,322 shares; 2024Q4: 2,239 shares; 2025Q1: 2,268 shares; 2025Q2: 2,271 shares; 2025Q3: 2,102 shares; 2025Q4: 1,914 shares; 2026Q1: 2,361 shares 2,361 $303K 0.01% +447 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,311 shares 1,311 $301K <0.01% new Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,911 shares; 2025Q1: 1,978 shares; 2025Q2: 2,693 shares; 2025Q3: 2,715 shares; 2025Q4: 3,008 shares; 2026Q1: 1,446 shares 1,446 $301K <0.01% -1,562 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,997 shares; 2025Q4: not reported; 2026Q1: 2,528 shares 2,528 $299K <0.01% new Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,567 shares 6,567 $297K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 790 shares; 2026Q1: 799 shares 799 $296K <0.01% +9 Timeline MLPX 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: 3,540 shares; 2025Q1: 4,222 shares; 2025Q2: 3,984 shares; 2025Q3: 4,520 shares; 2025Q4: 4,065 shares; 2026Q1: 3,989 shares 3,989 $295K <0.01% -76 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: not reported; 2024Q4: not reported; 2025Q1: 1,008 shares; 2025Q2: 1,719 shares; 2025Q3: 2,856 shares; 2025Q4: 2,605 shares; 2026Q1: 1,815 shares 1,815 $295K <0.01% -790 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: not reported; 2025Q1: 2,538 shares; 2025Q2: 2,699 shares; 2025Q3: 2,809 shares; 2025Q4: not reported; 2026Q1: 3,093 shares 3,093 $292K <0.01% new 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: 5,700 shares; 2024Q4: 5,702 shares; 2025Q1: 5,326 shares; 2025Q2: 5,270 shares; 2025Q3: 5,631 shares; 2025Q4: 5,602 shares; 2026Q1: 5,478 shares 5,478 $292K <0.01% -124 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,841 shares; 2024Q4: 27,642 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,470 shares 8,470 $292K <0.01% new Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,543 shares; 2026Q1: 2,683 shares 2,683 $290K <0.01% +140 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,627 shares; 2025Q3: 8,351 shares; 2025Q4: 7,714 shares; 2026Q1: 5,428 shares 5,428 $290K <0.01% -2,286 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares; 2026Q1: 1,611 shares 1,611 $290K <0.01% -102 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,028 shares 1,028 $290K <0.01% new Timeline TMFG 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: 12,034 shares; 2024Q4: 11,810 shares; 2025Q1: 11,810 shares; 2025Q2: 11,810 shares; 2025Q3: 11,810 shares; 2025Q4: 11,810 shares; 2026Q1: 10,245 shares 10,245 $289K <0.01% -1,565 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,103 shares 7,103 $287K <0.01% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,300 shares 7,300 $287K <0.01% new Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,957 shares 9,957 $286K <0.01% new Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,516 shares; 2026Q1: 7,880 shares 7,880 $285K <0.01% +364 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,112 shares; 2025Q4: 13,041 shares; 2026Q1: 14,874 shares 14,874 $285K <0.01% +1,833 Timeline SHYD 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: 11,750 shares; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,909 shares; 2026Q1: 12,562 shares 12,562 $285K <0.01% +653 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,206 shares; 2024Q4: 5,204 shares; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 5,245 shares; 2025Q4: not reported; 2026Q1: 5,253 shares 5,253 $284K <0.01% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,752 shares; 2024Q4: 26,025 shares; 2025Q1: 26,372 shares; 2025Q2: 26,746 shares; 2025Q3: 27,120 shares; 2025Q4: 30,024 shares; 2026Q1: 34,536 shares 34,536 $284K <0.01% +4,512 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,275 shares; 2026Q1: 11,875 shares 11,875 $283K <0.01% -400 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares 5,180 $283K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: 3,221 shares; 2025Q4: 4,093 shares; 2026Q1: 5,682 shares 5,682 $283K <0.01% +1,589 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,113 shares; 2025Q1: not reported; 2025Q2: 3,183 shares; 2025Q3: 3,435 shares; 2025Q4: 3,573 shares; 2026Q1: 3,749 shares 3,749 $283K <0.01% +176 Timeline QJUN 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: 12,897 shares; 2026Q1: 9,026 shares 9,026 $282K <0.01% -3,871 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,731 shares 7,731 $282K <0.01% new 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: 1,993 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,094 shares; 2025Q3: 1,158 shares; 2025Q4: 1,222 shares; 2026Q1: 1,205 shares 1,205 $281K <0.01% -17 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,465 shares; 2024Q4: 8,465 shares; 2025Q1: 8,465 shares; 2025Q2: 8,465 shares; 2025Q3: 6,681 shares; 2025Q4: 7,445 shares; 2026Q1: 7,438 shares 7,438 $281K <0.01% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,943 shares; 2026Q1: 3,255 shares 3,255 $280K <0.01% +312 Timeline IBDU 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: 12,034 shares 12,034 $280K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,895 shares 2,895 $279K <0.01% new Timeline ISHARES LARGE CAP VALUE ACT… ISHARES LARGE CAP VALUE ACTIVE ETF More: the full row for ISHARES LARGE CAP VALUE ACTIVE ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,728 shares 7,728 $279K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,052 shares; 2025Q4: 2,402 shares; 2026Q1: 2,404 shares 2,404 $278K <0.01% +2 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to 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: 8,626 shares 8,626 $278K <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,517 shares; 2025Q4: 13,068 shares; 2026Q1: 12,589 shares 12,589 $277K <0.01% -479 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 9,846 shares; 2025Q4: 13,506 shares; 2026Q1: 5,338 shares 5,338 $276K <0.01% -8,168 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,034 shares; 2025Q1: 4,988 shares; 2025Q2: 5,193 shares; 2025Q3: 6,066 shares; 2025Q4: not reported; 2026Q1: 6,324 shares 6,324 $276K <0.01% new Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,404 shares; 2026Q1: 1,409 shares 1,409 $275K <0.01% +5 Timeline SMDV 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: 13,172 shares; 2024Q4: 12,656 shares; 2025Q1: 4,073 shares; 2025Q2: 3,976 shares; 2025Q3: 3,982 shares; 2025Q4: 3,986 shares; 2026Q1: 3,989 shares 3,989 $274K <0.01% +3 Timeline AFGR 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: 24,710 shares; 2024Q4: 17,778 shares; 2025Q1: 13,043 shares; 2025Q2: 9,891 shares; 2025Q3: 9,891 shares; 2025Q4: 8,738 shares; 2026Q1: 8,738 shares 8,738 $274K <0.01% 0 Timeline PSCE 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: 5,818 shares; 2025Q2: 5,791 shares; 2025Q3: 6,114 shares; 2025Q4: 4,992 shares; 2026Q1: 4,461 shares 4,461 $272K <0.01% -531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,463 shares; 2025Q4: 1,703 shares; 2026Q1: 2,489 shares 2,489 $271K <0.01% +786 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,533 shares; 2024Q4: 1,449 shares; 2025Q1: 1,466 shares; 2025Q2: 1,613 shares; 2025Q3: 2,237 shares; 2025Q4: 2,323 shares; 2026Q1: 1,671 shares 1,671 $271K <0.01% -652 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: 2,440 shares; 2024Q4: 3,927 shares; 2025Q1: 2,742 shares; 2025Q2: 2,519 shares; 2025Q3: 2,899 shares; 2025Q4: 3,221 shares; 2026Q1: 3,271 shares 3,271 $271K <0.01% +50 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,759 shares; 2024Q4: 17,235 shares; 2025Q1: 18,146 shares; 2025Q2: 16,717 shares; 2025Q3: 15,224 shares; 2025Q4: 14,493 shares; 2026Q1: 12,964 shares 12,964 $271K <0.01% -1,529 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,606 shares 6,606 $270K <0.01% new Timeline YMAR 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: 12,081 shares; 2024Q4: 11,933 shares; 2025Q1: 12,013 shares; 2025Q2: 9,625 shares; 2025Q3: 9,904 shares; 2025Q4: 10,233 shares; 2026Q1: 9,813 shares 9,813 $268K <0.01% -420 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,685 shares; 2026Q1: 1,687 shares 1,687 $267K <0.01% +2 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,604 shares; 2025Q4: 1,836 shares; 2026Q1: 1,864 shares 1,864 $267K <0.01% +28 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,698 shares; 2025Q4: 11,019 shares; 2026Q1: 8,089 shares 8,089 $267K <0.01% -2,930 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,313 shares; 2025Q1: 5,231 shares; 2025Q2: 5,002 shares; 2025Q3: 5,038 shares; 2025Q4: 5,361 shares; 2026Q1: 5,026 shares 5,026 $265K <0.01% -335 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,985 shares; 2025Q4: 4,090 shares; 2026Q1: 4,233 shares 4,233 $265K <0.01% +143 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: 2,510 shares; 2024Q4: 2,346 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,108 shares; 2025Q4: 3,552 shares; 2026Q1: 3,706 shares 3,706 $265K <0.01% +154 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,342 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 8,393 shares; 2025Q4: 5,892 shares; 2026Q1: 4,695 shares 4,695 $265K <0.01% -1,197 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,371 shares; 2025Q1: 1,336 shares; 2025Q2: 1,416 shares; 2025Q3: 831 shares; 2025Q4: 794 shares; 2026Q1: 747 shares 747 $264K <0.01% -47 Timeline TOST TOAST INC More: the full row for TOAST 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: 7,434 shares; 2025Q4: 6,452 shares; 2026Q1: 9,962 shares 9,962 $264K <0.01% +3,510 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 1,408 shares; 2026Q1: 1,429 shares 1,429 $264K <0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,864 shares; 2025Q4: 2,278 shares; 2026Q1: 2,284 shares 2,284 $264K <0.01% +6 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,570 shares 6,570 $264K <0.01% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,618 shares; 2026Q1: 14,365 shares 14,365 $263K <0.01% -253 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares; 2026Q1: 2,743 shares 2,743 $263K <0.01% -23 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 861 shares; 2025Q4: 879 shares; 2026Q1: 865 shares 865 $263K <0.01% -14 Timeline IPAY 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: 10,491 shares; 2025Q2: 10,247 shares; 2025Q3: 10,070 shares; 2025Q4: 9,666 shares; 2026Q1: 6,111 shares 6,111 $262K <0.01% -3,555 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 2,736 shares; 2025Q1: 2,859 shares; 2025Q2: 2,898 shares; 2025Q3: 2,898 shares; 2025Q4: 2,074 shares; 2026Q1: 2,074 shares 2,074 $261K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,288 shares; 2026Q1: 1,233 shares 1,233 $261K <0.01% -2,055 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,925 shares; 2026Q1: 9,925 shares 9,925 $261K <0.01% 0 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,443 shares; 2025Q4: 4,767 shares; 2026Q1: 4,667 shares 4,667 $260K <0.01% -100 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,181 shares; 2025Q4: 5,897 shares; 2026Q1: 6,016 shares 6,016 $260K <0.01% +119 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,319 shares 4,319 $259K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,831 shares; 2025Q3: 6,996 shares; 2025Q4: not reported; 2026Q1: 4,187 shares 4,187 $258K <0.01% new Timeline FSMD 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: not reported; 2026Q1: 5,750 shares 5,750 $257K <0.01% new Timeline IBDT 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: 10,151 shares 10,151 $257K <0.01% new Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,190 shares; 2026Q1: 11,844 shares 11,844 $257K <0.01% +1,654 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,351 shares 3,351 $257K <0.01% new Timeline IBCA 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: 10,000 shares 10,000 $256K <0.01% new Timeline PZA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,132 shares 11,132 $256K <0.01% new Timeline AGNG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,286 shares; 2024Q4: 11,786 shares; 2025Q1: 11,835 shares; 2025Q2: 11,835 shares; 2025Q3: 7,121 shares; 2025Q4: 7,121 shares; 2026Q1: 7,147 shares 7,147 $254K <0.01% +26 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: 864 shares; 2026Q1: 905 shares 905 $254K <0.01% +41 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares 903 $254K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,739 shares 1,739 $254K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 219 shares; 2025Q1: 307 shares; 2025Q2: 429 shares; 2025Q3: 497 shares; 2025Q4: 548 shares; 2026Q1: 259 shares 259 $254K <0.01% -289 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,979 shares 2,979 $254K <0.01% new Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,610 shares 2,610 $253K <0.01% new Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to 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: 14,384 shares 14,384 $253K <0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,935 shares 2,935 $253K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,906 shares; 2025Q3: 3,765 shares; 2025Q4: 3,347 shares; 2026Q1: 2,849 shares 2,849 $252K <0.01% -498 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: 1,411 shares; 2025Q4: 1,934 shares; 2026Q1: 2,210 shares 2,210 $252K <0.01% +276 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,556 shares; 2026Q1: 2,692 shares 2,692 $251K <0.01% +136 Timeline GNOV 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: 6,450 shares; 2026Q1: 6,450 shares 6,450 $251K <0.01% 0 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 4,808 shares; 2026Q1: 4,940 shares 4,940 $251K <0.01% +132 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,942 shares; 2025Q2: 3,947 shares; 2025Q3: 3,961 shares; 2025Q4: 4,494 shares; 2026Q1: 4,363 shares 4,363 $250K <0.01% -131 Timeline JIII JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,048 shares 5,048 $250K <0.01% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,218 shares 5,218 $250K <0.01% new Timeline GJAN 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: 5,413 shares; 2026Q1: 5,948 shares 5,948 $249K <0.01% +535 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,919 shares 4,919 $249K <0.01% new Timeline EUFN 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: 6,563 shares; 2025Q4: 7,100 shares; 2026Q1: 7,147 shares 7,147 $249K <0.01% +47 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,801 shares; 2025Q3: 5,005 shares; 2025Q4: 2,398 shares; 2026Q1: 4,214 shares 4,214 $249K <0.01% +1,816 Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,861 shares; 2024Q4: 7,193 shares; 2025Q1: 1,912 shares; 2025Q2: 1,870 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,761 shares 2,761 $249K <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,687 shares; 2025Q4: not reported; 2026Q1: 32,979 shares 32,979 $249K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,165 shares; 2025Q4: 7,465 shares; 2026Q1: 7,578 shares 7,578 $248K <0.01% +113 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,023 shares; 2025Q3: 2,681 shares; 2025Q4: 2,281 shares; 2026Q1: 2,292 shares 2,292 $248K <0.01% +11 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 2,102 shares; 2025Q1: 1,866 shares; 2025Q2: 2,100 shares; 2025Q3: 2,082 shares; 2025Q4: 1,861 shares; 2026Q1: 1,211 shares 1,211 $247K <0.01% -650 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,952 shares; 2025Q4: 13,470 shares; 2026Q1: 15,416 shares 15,416 $245K <0.01% +1,946 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 134,911 shares; 2026Q1: 5,768 shares 5,768 $245K <0.01% -129,143 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,002 shares; 2025Q4: 2,231 shares; 2026Q1: 2,292 shares 2,292 $245K <0.01% +61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,820 shares 5,820 $245K <0.01% new Timeline YJUN 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: 12,555 shares; 2024Q4: 12,435 shares; 2025Q1: 12,435 shares; 2025Q2: 8,960 shares; 2025Q3: 9,830 shares; 2025Q4: 10,330 shares; 2026Q1: 9,490 shares 9,490 $244K <0.01% -840 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: not reported; 2025Q2: not reported; 2025Q3: 1,988 shares; 2025Q4: 2,122 shares; 2026Q1: 2,156 shares 2,156 $242K <0.01% +34 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,222 shares; 2025Q4: 5,789 shares; 2026Q1: 6,147 shares 6,147 $242K <0.01% +358 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,723 shares 8,723 $242K <0.01% new Timeline VMBS 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: not reported; 2025Q2: not reported; 2025Q3: 7,562 shares; 2025Q4: 7,379 shares; 2026Q1: 5,136 shares 5,136 $241K <0.01% -2,243 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,452 shares; 2025Q3: 3,762 shares; 2025Q4: 3,304 shares; 2026Q1: 3,195 shares 3,195 $241K <0.01% -109 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,199 shares; 2025Q2: 24,317 shares; 2025Q3: 26,026 shares; 2025Q4: 23,730 shares; 2026Q1: 22,409 shares 22,409 $241K <0.01% -1,321 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,409 shares 7,409 $240K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 1,681 shares; 2026Q1: 1,775 shares 1,775 $240K <0.01% +94 Timeline DOGG 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: 10,440 shares; 2024Q4: 11,561 shares; 2025Q1: 12,611 shares; 2025Q2: 13,211 shares; 2025Q3: 12,011 shares; 2025Q4: 12,211 shares; 2026Q1: 11,000 shares 11,000 $239K <0.01% -1,211 Timeline EWL 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: 5,495 shares; 2025Q3: 5,495 shares; 2025Q4: 4,202 shares; 2026Q1: 4,054 shares 4,054 $238K <0.01% -148 Timeline SSO 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: 2,039 shares; 2025Q4: 4,078 shares; 2026Q1: 4,578 shares 4,578 $238K <0.01% +500 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,666 shares 2,666 $237K <0.01% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 58,840 shares; 2025Q4: 66,085 shares; 2026Q1: 67,019 shares 67,019 $236K <0.01% +934 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,921 shares; 2026Q1: 3,822 shares 3,822 $236K <0.01% -99 Timeline DOCT 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: 5,426 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,426 shares; 2025Q4: 5,426 shares; 2026Q1: 5,426 shares 5,426 $236K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,235 shares; 2025Q3: 3,773 shares; 2025Q4: 3,253 shares; 2026Q1: 3,230 shares 3,230 $234K <0.01% -23 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,914 shares; 2026Q1: 1,940 shares 1,940 $234K <0.01% +26 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,167 shares; 2026Q1: 6,290 shares 6,290 $234K <0.01% -877 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 3,840 shares; 2025Q1: 3,794 shares; 2025Q2: 4,111 shares; 2025Q3: 4,002 shares; 2025Q4: 4,008 shares; 2026Q1: 3,975 shares 3,975 $234K <0.01% -33 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,767 shares 2,767 $234K <0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,634 shares; 2026Q1: 9,036 shares 9,036 $234K <0.01% +402 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 7,254 shares; 2025Q1: 7,042 shares; 2025Q2: 7,527 shares; 2025Q3: 7,264 shares; 2025Q4: 3,812 shares; 2026Q1: 3,625 shares 3,625 $232K <0.01% -187 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,078 shares; 2025Q3: 5,164 shares; 2025Q4: 4,916 shares; 2026Q1: 3,614 shares 3,614 $232K <0.01% -1,302 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,034 shares; 2026Q1: 6,255 shares 6,255 $231K <0.01% +221 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,068 shares 1,068 $231K <0.01% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,466 shares; 2024Q4: 2,767 shares; 2025Q1: 3,252 shares; 2025Q2: 3,677 shares; 2025Q3: 3,739 shares; 2025Q4: 3,727 shares; 2026Q1: 1,545 shares 1,545 $231K <0.01% -2,182 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,968 shares 20,968 $231K <0.01% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,471 shares; 2026Q1: 16,135 shares 16,135 $230K <0.01% +2,664 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 441 shares; 2026Q1: 474 shares 474 $230K <0.01% +33 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,705 shares 20,705 $230K <0.01% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,786 shares; 2024Q4: 4,488 shares; 2025Q1: not reported; 2025Q2: 3,777 shares; 2025Q3: 3,783 shares; 2025Q4: 3,788 shares; 2026Q1: 3,802 shares 3,802 $230K <0.01% +14 Timeline DWMF 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: 6,719 shares; 2025Q3: 6,755 shares; 2025Q4: 6,791 shares; 2026Q1: 6,811 shares 6,811 $229K <0.01% +20 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,086 shares; 2026Q1: 6,259 shares 6,259 $229K <0.01% +173 Timeline HYGW 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: 16,730 shares; 2026Q1: 7,757 shares 7,757 $229K <0.01% -8,973 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,973 shares; 2025Q4: 26,581 shares; 2026Q1: 28,769 shares 28,769 $228K <0.01% +2,188 Timeline SSL SASOL LTD More: the full row for SASOL 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: 17,606 shares 17,606 $228K <0.01% new Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,496 shares 18,496 $228K <0.01% new Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL 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: 2,155 shares 2,155 $228K <0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,670 shares; 2025Q4: 9,992 shares; 2026Q1: 11,005 shares 11,005 $228K <0.01% +1,013 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: 1,437 shares 1,437 $227K <0.01% -362 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,163 shares; 2025Q4: 3,907 shares; 2026Q1: 3,403 shares 3,403 $226K <0.01% -504 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 4,053 shares; 2025Q4: 4,328 shares; 2026Q1: 4,963 shares 4,963 $224K <0.01% +635 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: 5,937 shares; 2024Q4: 5,575 shares; 2025Q1: 5,094 shares; 2025Q2: 21,498 shares; 2025Q3: 4,452 shares; 2025Q4: 4,326 shares; 2026Q1: 4,258 shares 4,258 $223K <0.01% -68 Timeline DAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,390 shares; 2025Q1: 6,390 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 5,620 shares; 2026Q1: 5,620 shares 5,620 $223K <0.01% 0 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,666 shares 8,666 $223K <0.01% new Timeline IVLU 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: 5,603 shares 5,603 $222K <0.01% new Timeline IBDX 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: 9,698 shares; 2025Q2: 9,315 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 8,797 shares 8,797 $222K <0.01% -803 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: not reported; 2025Q1: 3,188 shares; 2025Q2: not reported; 2025Q3: 1,756 shares; 2025Q4: 1,859 shares; 2026Q1: 1,978 shares 1,978 $221K <0.01% +119 Timeline