DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 4,037 shares; 2025Q1: 5,136 shares; 2025Q2: 5,274 shares; 2025Q3: 5,553 shares; 2025Q4: 5,353 shares; 2026Q1: 5,977 shares 5,977 $1.13M 0.03% +624 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: 4,580 shares; 2024Q4: 5,074 shares; 2025Q1: 4,787 shares; 2025Q2: 5,640 shares; 2025Q3: 6,592 shares; 2025Q4: 6,619 shares; 2026Q1: 6,108 shares 6,108 $1.13M 0.03% -511 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,649 shares 7,649 $1.13M 0.03% new Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,817 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,988 shares; 2025Q4: 11,681 shares; 2026Q1: 45,069 shares 45,069 $1.12M 0.03% +33,388 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,488 shares; 2024Q4: 4,540 shares; 2025Q1: 5,268 shares; 2025Q2: 5,987 shares; 2025Q3: 7,039 shares; 2025Q4: 9,112 shares; 2026Q1: 7,413 shares 7,413 $1.11M 0.03% -1,699 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,639 shares; 2025Q1: 4,109 shares; 2025Q2: 2,434 shares; 2025Q3: 2,742 shares; 2025Q4: 2,790 shares; 2026Q1: 5,301 shares 5,301 $1.11M 0.03% +2,511 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,843 shares; 2024Q4: 19,364 shares; 2025Q1: 17,517 shares; 2025Q2: 17,539 shares; 2025Q3: 17,649 shares; 2025Q4: 17,273 shares; 2026Q1: 18,661 shares 18,661 $1.11M 0.03% +1,388 Timeline EBMT EAGLE BANCORP MONT INC More: the full row for EAGLE BANCORP MONT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,620 shares; 2024Q4: 52,620 shares; 2025Q1: 52,620 shares; 2025Q2: 52,620 shares; 2025Q3: 52,620 shares; 2025Q4: 50,577 shares; 2026Q1: 53,907 shares 53,907 $1.11M 0.03% +3,330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,477 shares; 2025Q3: 8,857 shares; 2025Q4: 8,795 shares; 2026Q1: 9,107 shares 9,107 $1.1M 0.03% +312 Timeline FUMB 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: 49,150 shares; 2024Q4: 48,901 shares; 2025Q1: 48,901 shares; 2025Q2: 48,901 shares; 2025Q3: 61,296 shares; 2025Q4: 61,296 shares; 2026Q1: 55,032 shares 55,032 $1.1M 0.03% -6,264 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,406 shares; 2024Q4: 1,521 shares; 2025Q1: 3,315 shares; 2025Q2: 4,107 shares; 2025Q3: 4,392 shares; 2025Q4: 4,356 shares; 2026Q1: 4,130 shares 4,130 $1.1M 0.03% -226 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,373 shares; 2024Q4: 7,373 shares; 2025Q1: 7,257 shares; 2025Q2: 7,132 shares; 2025Q3: 7,132 shares; 2025Q4: 7,192 shares; 2026Q1: 6,895 shares 6,895 $1.1M 0.03% -297 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,432 shares; 2025Q4: 1,440 shares; 2026Q1: 3,050 shares 3,050 $1.09M 0.03% +1,610 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,817 shares; 2025Q2: 8,817 shares; 2025Q3: 9,044 shares; 2025Q4: 7,686 shares; 2026Q1: 13,643 shares 13,643 $1.09M 0.03% +5,957 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,854 shares; 2024Q4: 7,683 shares; 2025Q1: 7,683 shares; 2025Q2: 7,683 shares; 2025Q3: 21,655 shares; 2025Q4: 29,529 shares; 2026Q1: 32,066 shares 32,066 $1.08M 0.03% +2,537 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,282 shares 6,282 $1.08M 0.03% new Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 338,493 shares; 2025Q1: 157,530 shares; 2025Q2: 199,741 shares; 2025Q3: 204,170 shares; 2025Q4: 66,582 shares; 2026Q1: 237,633 shares 237,633 $1.08M 0.03% +171,051 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,325 shares; 2025Q1: 13,440 shares; 2025Q2: 14,128 shares; 2025Q3: 31,031 shares; 2025Q4: 24,083 shares; 2026Q1: 27,784 shares 27,784 $1.07M 0.03% +3,701 Timeline FTEC 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: 5,111 shares; 2025Q1: 5,060 shares; 2025Q2: 5,070 shares; 2025Q3: 5,135 shares; 2025Q4: 5,121 shares; 2026Q1: 5,115 shares 5,115 $1.06M 0.03% -6 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 3,846 shares; 2025Q1: 4,260 shares; 2025Q2: 5,788 shares; 2025Q3: 6,449 shares; 2025Q4: 6,630 shares; 2026Q1: 6,762 shares 6,762 $1.06M 0.03% +132 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,401 shares; 2025Q3: 5,713 shares; 2025Q4: 6,132 shares; 2026Q1: 7,405 shares 7,405 $1.06M 0.03% +1,273 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 4,243 shares; 2025Q1: 4,174 shares; 2025Q2: 4,284 shares; 2025Q3: 4,496 shares; 2025Q4: 4,524 shares; 2026Q1: 4,522 shares 4,522 $1.06M 0.03% -2 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,964 shares; 2024Q4: 12,922 shares; 2025Q1: 12,901 shares; 2025Q2: 10,222 shares; 2025Q3: 13,687 shares; 2025Q4: 14,293 shares; 2026Q1: 14,584 shares 14,584 $1.06M 0.03% +291 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,656 shares; 2025Q3: 1,829 shares; 2025Q4: 1,900 shares; 2026Q1: 4,951 shares 4,951 $1.05M 0.02% +3,051 Timeline SEPM 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: 26,160 shares; 2025Q4: 31,238 shares; 2026Q1: 32,622 shares 32,622 $1.03M 0.02% +1,384 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,356 shares; 2025Q2: 67,907 shares; 2025Q3: 60,568 shares; 2025Q4: 159,045 shares; 2026Q1: 162,580 shares 162,580 $1.03M 0.02% +3,535 Timeline ARKW 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: 2,470 shares; 2025Q4: 8,029 shares; 2026Q1: 8,529 shares 8,529 $1.03M 0.02% +500 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: not reported; 2026Q1: 22,048 shares 22,048 $1.03M 0.02% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,719 shares 4,719 $1.02M 0.02% new Timeline ICVT 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: 5,516 shares; 2025Q1: 7,159 shares; 2025Q2: 5,037 shares; 2025Q3: 11,043 shares; 2025Q4: 13,514 shares; 2026Q1: 10,030 shares 10,030 $1.02M 0.02% -3,484 Timeline TEND 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: 41,034 shares 41,034 $1.02M 0.02% new Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR 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: not reported; 2026Q1: 48,735 shares 48,735 $1.01M 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 3,149 shares; 2025Q1: 3,224 shares; 2025Q2: 3,002 shares; 2025Q3: 3,771 shares; 2025Q4: 4,635 shares; 2026Q1: 4,884 shares 4,884 $1.01M 0.02% +249 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,010 shares; 2025Q1: 10,835 shares; 2025Q2: 11,543 shares; 2025Q3: 18,388 shares; 2025Q4: 18,962 shares; 2026Q1: 22,163 shares 22,163 $1.01M 0.02% +3,201 Timeline CSHI 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: 22,368 shares; 2024Q4: 24,374 shares; 2025Q1: 19,362 shares; 2025Q2: 19,807 shares; 2025Q3: 19,807 shares; 2025Q4: 22,425 shares; 2026Q1: 20,106 shares 20,106 $1M 0.02% -2,319 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: 38,470 shares; 2025Q3: 41,052 shares; 2025Q4: 46,423 shares; 2026Q1: 46,193 shares 46,193 $1M 0.02% -230 Timeline SPMB 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: 52,637 shares; 2025Q4: 51,820 shares; 2026Q1: 44,653 shares 44,653 $1000K 0.02% -7,167 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: 8,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,570 shares; 2025Q4: 28,712 shares; 2026Q1: 34,205 shares 34,205 $998K 0.02% +5,493 Timeline SEMG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,856 shares; 2025Q3: 34,952 shares; 2025Q4: 41,057 shares; 2026Q1: 41,278 shares 41,278 $994K 0.02% +221 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,090 shares 4,090 $990K 0.02% new Timeline AVDV 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: 7,240 shares; 2025Q4: 8,028 shares; 2026Q1: 9,871 shares 9,871 $986K 0.02% +1,843 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,414 shares; 2025Q3: not reported; 2025Q4: 11,725 shares; 2026Q1: 20,105 shares 20,105 $986K 0.02% +8,380 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: not reported; 2025Q1: 4,170 shares; 2025Q2: 6,864 shares; 2025Q3: 9,243 shares; 2025Q4: 9,586 shares; 2026Q1: 15,234 shares 15,234 $985K 0.02% +5,648 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: 9,104 shares; 2024Q4: 9,926 shares; 2025Q1: 11,768 shares; 2025Q2: 11,764 shares; 2025Q3: 10,674 shares; 2025Q4: 11,174 shares; 2026Q1: 12,405 shares 12,405 $984K 0.02% +1,231 Timeline XAUG 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: 24,899 shares; 2024Q4: 24,899 shares; 2025Q1: 24,144 shares; 2025Q2: 24,899 shares; 2025Q3: 28,307 shares; 2025Q4: 27,673 shares; 2026Q1: 26,285 shares 26,285 $976K 0.02% -1,388 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,286 shares; 2024Q4: 7,995 shares; 2025Q1: 7,315 shares; 2025Q2: 7,112 shares; 2025Q3: 10,837 shares; 2025Q4: 10,990 shares; 2026Q1: 10,674 shares 10,674 $962K 0.02% -316 Timeline SPSB 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: 51,774 shares; 2024Q4: 40,091 shares; 2025Q1: 38,785 shares; 2025Q2: 32,309 shares; 2025Q3: 31,117 shares; 2025Q4: 32,179 shares; 2026Q1: 31,613 shares 31,613 $951K 0.02% -566 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,839 shares; 2024Q4: 12,115 shares; 2025Q1: 13,014 shares; 2025Q2: 16,011 shares; 2025Q3: 14,366 shares; 2025Q4: 14,681 shares; 2026Q1: 38,292 shares 38,292 $948K 0.02% +23,611 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: 2,284 shares; 2025Q3: 3,176 shares; 2025Q4: 3,368 shares; 2026Q1: 4,339 shares 4,339 $940K 0.02% +971 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,009 shares; 2025Q1: 8,884 shares; 2025Q2: 9,996 shares; 2025Q3: 10,033 shares; 2025Q4: 9,996 shares; 2026Q1: 9,977 shares 9,977 $940K 0.02% -19 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: 1,636 shares; 2024Q4: 4,862 shares; 2025Q1: 5,200 shares; 2025Q2: 5,342 shares; 2025Q3: 5,413 shares; 2025Q4: 5,645 shares; 2026Q1: 4,537 shares 4,537 $938K 0.02% -1,108 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,597 shares; 2024Q4: 24,155 shares; 2025Q1: 24,941 shares; 2025Q2: 25,098 shares; 2025Q3: 25,323 shares; 2025Q4: 25,017 shares; 2026Q1: 23,260 shares 23,260 $935K 0.02% -1,757 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,331 shares; 2026Q1: 5,413 shares 5,413 $935K 0.02% +82 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,573 shares; 2025Q1: 30,944 shares; 2025Q2: 35,427 shares; 2025Q3: 38,800 shares; 2025Q4: 39,780 shares; 2026Q1: 38,279 shares 38,279 $929K 0.02% -1,501 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,036 shares 24,036 $924K 0.02% new Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA 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: 13,523 shares 13,523 $924K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,986 shares; 2025Q1: 2,948 shares; 2025Q2: 3,103 shares; 2025Q3: 3,082 shares; 2025Q4: 3,158 shares; 2026Q1: 3,449 shares 3,449 $920K 0.02% +291 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,479 shares; 2024Q4: 49,882 shares; 2025Q1: 17,317 shares; 2025Q2: 13,700 shares; 2025Q3: 22,313 shares; 2025Q4: 20,001 shares; 2026Q1: 17,888 shares 17,888 $919K 0.02% -2,113 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 5,112 shares; 2025Q3: 10,270 shares; 2025Q4: 10,217 shares; 2026Q1: 10,948 shares 10,948 $915K 0.02% +731 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 2,184 shares; 2025Q1: 2,492 shares; 2025Q2: 2,265 shares; 2025Q3: 2,999 shares; 2025Q4: 3,192 shares; 2026Q1: 3,480 shares 3,480 $906K 0.02% +288 Timeline COPX 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: 6,393 shares; 2025Q1: 5,993 shares; 2025Q2: 6,851 shares; 2025Q3: 7,343 shares; 2025Q4: 7,732 shares; 2026Q1: 11,692 shares 11,692 $893K 0.02% +3,960 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,445 shares; 2024Q4: 16,340 shares; 2025Q1: 16,219 shares; 2025Q2: 15,417 shares; 2025Q3: 13,778 shares; 2025Q4: 12,514 shares; 2026Q1: 12,424 shares 12,424 $886K 0.02% -90 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: 3,091 shares; 2024Q4: 3,920 shares; 2025Q1: 3,914 shares; 2025Q2: 6,048 shares; 2025Q3: 8,164 shares; 2025Q4: 8,081 shares; 2026Q1: 5,404 shares 5,404 $878K 0.02% -2,677 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,316 shares; 2025Q1: 166,507 shares; 2025Q2: 158,066 shares; 2025Q3: 18,998 shares; 2025Q4: 17,146 shares; 2026Q1: 17,175 shares 17,175 $875K 0.02% +29 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: 67,388 shares; 2025Q3: 69,008 shares; 2025Q4: 73,369 shares; 2026Q1: 77,041 shares 77,041 $869K 0.02% +3,672 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 4,924 shares; 2025Q1: 5,430 shares; 2025Q2: 6,067 shares; 2025Q3: 12,233 shares; 2025Q4: 12,345 shares; 2026Q1: 13,096 shares 13,096 $868K 0.02% +751 Timeline EMNT 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: 8,577 shares; 2025Q4: 8,667 shares; 2026Q1: 8,748 shares 8,748 $865K 0.02% +81 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,777 shares; 2024Q4: 50,388 shares; 2025Q1: 32,625 shares; 2025Q2: 12,521 shares; 2025Q3: 15,655 shares; 2025Q4: 13,790 shares; 2026Q1: 14,329 shares 14,329 $865K 0.02% +539 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,318 shares; 2024Q4: 3,489 shares; 2025Q1: 4,324 shares; 2025Q2: 3,731 shares; 2025Q3: 4,579 shares; 2025Q4: 4,008 shares; 2026Q1: 4,240 shares 4,240 $864K 0.02% +232 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,906 shares; 2025Q1: 17,717 shares; 2025Q2: 17,717 shares; 2025Q3: 17,717 shares; 2025Q4: 17,723 shares; 2026Q1: 17,473 shares 17,473 $863K 0.02% -250 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,212 shares; 2024Q4: 31,552 shares; 2025Q1: 25,870 shares; 2025Q2: 27,544 shares; 2025Q3: 30,236 shares; 2025Q4: 8,176 shares; 2026Q1: 7,296 shares 7,296 $862K 0.02% -880 Timeline DEED FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,694 shares; 2024Q4: 43,936 shares; 2025Q1: 38,673 shares; 2025Q2: 38,085 shares; 2025Q3: 38,085 shares; 2025Q4: 38,549 shares; 2026Q1: 40,393 shares 40,393 $862K 0.02% +1,844 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,104 shares; 2024Q4: 8,921 shares; 2025Q1: 12,392 shares; 2025Q2: 12,998 shares; 2025Q3: 53,609 shares; 2025Q4: 47,543 shares; 2026Q1: 6,599 shares 6,599 $857K 0.02% -40,944 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,192 shares; 2025Q4: 5,242 shares; 2026Q1: 7,106 shares 7,106 $857K 0.02% +1,864 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,425 shares; 2024Q4: 3,518 shares; 2025Q1: 2,938 shares; 2025Q2: 2,897 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares; 2026Q1: 3,207 shares 3,207 $850K 0.02% +467 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,459 shares 17,459 $844K 0.02% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,939 shares; 2025Q1: 2,148 shares; 2025Q2: 8,580 shares; 2025Q3: 11,340 shares; 2025Q4: 11,483 shares; 2026Q1: 12,542 shares 12,542 $841K 0.02% +1,059 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,252 shares; 2024Q4: 21,621 shares; 2025Q1: 39,027 shares; 2025Q2: 9,911 shares; 2025Q3: 10,782 shares; 2025Q4: 8,542 shares; 2026Q1: 18,583 shares 18,583 $841K 0.02% +10,041 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,800 shares; 2025Q1: 8,052 shares; 2025Q2: 8,851 shares; 2025Q3: 8,981 shares; 2025Q4: 8,739 shares; 2026Q1: 8,345 shares 8,345 $839K 0.02% -394 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,102 shares; 2025Q1: 1,689 shares; 2025Q2: 1,906 shares; 2025Q3: 2,512 shares; 2025Q4: 2,526 shares; 2026Q1: 2,574 shares 2,574 $839K 0.02% +48 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,440 shares; 2024Q4: 3,424 shares; 2025Q1: 3,321 shares; 2025Q2: 3,334 shares; 2025Q3: 3,333 shares; 2025Q4: 3,297 shares; 2026Q1: 3,329 shares 3,329 $831K 0.02% +32 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,411 shares; 2024Q4: 15,875 shares; 2025Q1: 14,711 shares; 2025Q2: 14,226 shares; 2025Q3: 63,902 shares; 2025Q4: 9,980 shares; 2026Q1: 10,481 shares 10,481 $822K 0.02% +501 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,445 shares; 2025Q2: 2,694 shares; 2025Q3: 2,732 shares; 2025Q4: 2,840 shares; 2026Q1: 2,924 shares 2,924 $822K 0.02% +84 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,030 shares; 2026Q1: 14,413 shares 14,413 $821K 0.02% -5,617 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 255 shares; 2025Q1: 285 shares; 2025Q2: 309 shares; 2025Q3: 449 shares; 2025Q4: 481 shares; 2026Q1: 473 shares 473 $818K 0.02% -8 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,662 shares; 2024Q4: 2,226 shares; 2025Q1: 10,030 shares; 2025Q2: 9,356 shares; 2025Q3: 5,432 shares; 2025Q4: 5,646 shares; 2026Q1: 5,570 shares 5,570 $813K 0.02% -76 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,261 shares; 2026Q1: 11,721 shares 11,721 $812K 0.02% +2,460 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,864 shares; 2024Q4: 117,864 shares; 2025Q1: 117,864 shares; 2025Q2: 116,154 shares; 2025Q3: 116,154 shares; 2025Q4: 116,154 shares; 2026Q1: 116,154 shares 116,154 $812K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,979 shares; 2025Q1: 1,894 shares; 2025Q2: 1,927 shares; 2025Q3: 1,887 shares; 2025Q4: 1,828 shares; 2026Q1: 1,908 shares 1,908 $810K 0.02% +80 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,427 shares; 2024Q4: 22,308 shares; 2025Q1: 7,491 shares; 2025Q2: 8,224 shares; 2025Q3: 8,970 shares; 2025Q4: 6,038 shares; 2026Q1: 6,097 shares 6,097 $810K 0.02% +59 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,712 shares; 2025Q1: 5,589 shares; 2025Q2: 4,976 shares; 2025Q3: 4,160 shares; 2025Q4: 5,322 shares; 2026Q1: 5,690 shares 5,690 $809K 0.02% +368 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 2,258 shares; 2025Q1: 5,699 shares; 2025Q2: 834 shares; 2025Q3: 1,298 shares; 2025Q4: 1,412 shares; 2026Q1: 1,502 shares 1,502 $808K 0.02% +90 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 737 shares; 2025Q1: 246 shares; 2025Q2: 222 shares; 2025Q3: 240 shares; 2025Q4: 242 shares; 2026Q1: 238 shares 238 $804K 0.02% -4 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: 6,935 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,184 shares 8,184 $799K 0.02% 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: 31,218 shares; 2024Q4: 33,881 shares; 2025Q1: 38,892 shares; 2025Q2: 42,464 shares; 2025Q3: 42,532 shares; 2025Q4: 41,987 shares; 2026Q1: 42,137 shares 42,137 $798K 0.02% +150 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,554 shares; 2025Q4: 5,704 shares; 2026Q1: 11,133 shares 11,133 $797K 0.02% +5,429 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,845 shares; 2024Q4: 3,723 shares; 2025Q1: 5,781 shares; 2025Q2: 6,642 shares; 2025Q3: 7,459 shares; 2025Q4: 7,780 shares; 2026Q1: 6,645 shares 6,645 $794K 0.02% -1,135 Timeline DFCF 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: 5,433 shares; 2025Q2: 20,080 shares; 2025Q3: 16,884 shares; 2025Q4: 18,173 shares; 2026Q1: 18,710 shares 18,710 $790K 0.02% +537 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,474 shares; 2025Q1: 36,694 shares; 2025Q2: 42,940 shares; 2025Q3: 42,940 shares; 2025Q4: 43,136 shares; 2026Q1: 42,940 shares 42,940 $785K 0.02% -196 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: 381 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 798 shares 798 $782K 0.02% new 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: 21,707 shares; 2024Q4: 30,817 shares; 2025Q1: 9,552 shares; 2025Q2: 10,281 shares; 2025Q3: 5,525 shares; 2025Q4: 5,332 shares; 2026Q1: 2,011 shares 2,011 $781K 0.02% -3,321 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: 7,195 shares; 2025Q4: 6,779 shares; 2026Q1: 21,571 shares 21,571 $780K 0.02% +14,792 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: 14,817 shares; 2024Q4: 18,557 shares; 2025Q1: 17,559 shares; 2025Q2: 17,972 shares; 2025Q3: 18,459 shares; 2025Q4: 17,882 shares; 2026Q1: 17,363 shares 17,363 $779K 0.02% -519 Timeline MUNI 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: 17,424 shares; 2024Q4: 18,746 shares; 2025Q1: 18,978 shares; 2025Q2: 11,680 shares; 2025Q3: 11,684 shares; 2025Q4: 12,993 shares; 2026Q1: 14,917 shares 14,917 $779K 0.02% +1,924 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,530 shares; 2025Q4: 33,171 shares; 2026Q1: 27,145 shares 27,145 $778K 0.02% -6,026 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,364 shares; 2025Q1: 4,401 shares; 2025Q2: 4,833 shares; 2025Q3: 5,278 shares; 2025Q4: 7,781 shares; 2026Q1: 8,532 shares 8,532 $777K 0.02% +751 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,419 shares; 2024Q4: 12,563 shares; 2025Q1: 12,345 shares; 2025Q2: 10,943 shares; 2025Q3: 11,449 shares; 2025Q4: 11,631 shares; 2026Q1: 9,420 shares 9,420 $776K 0.02% -2,211 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,277 shares 4,277 $771K 0.02% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,055 shares; 2025Q1: 6,856 shares; 2025Q2: 18,793 shares; 2025Q3: 14,086 shares; 2025Q4: 14,785 shares; 2026Q1: 16,028 shares 16,028 $767K 0.02% +1,243 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,932 shares; 2024Q4: 5,180 shares; 2025Q1: 4,565 shares; 2025Q2: 4,586 shares; 2025Q3: 5,185 shares; 2025Q4: 5,823 shares; 2026Q1: 5,519 shares 5,519 $763K 0.02% -304 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,018 shares; 2025Q3: 6,046 shares; 2025Q4: 5,703 shares; 2026Q1: 7,983 shares 7,983 $763K 0.02% +2,280 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,421 shares; 2024Q4: 8,884 shares; 2025Q1: 8,208 shares; 2025Q2: 4,752 shares; 2025Q3: 7,891 shares; 2025Q4: 7,701 shares; 2026Q1: 10,477 shares 10,477 $762K 0.02% +2,776 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: 6,754 shares; 2025Q1: 6,296 shares; 2025Q2: 6,961 shares; 2025Q3: 8,453 shares; 2025Q4: 7,511 shares; 2026Q1: 8,930 shares 8,930 $758K 0.02% +1,419 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: 18,468 shares; 2024Q4: 20,189 shares; 2025Q1: 5,540 shares; 2025Q2: 4,823 shares; 2025Q3: 5,467 shares; 2025Q4: 5,630 shares; 2026Q1: 13,009 shares 13,009 $749K 0.02% +7,379 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,907 shares; 2024Q4: 4,243 shares; 2025Q1: 3,948 shares; 2025Q2: 3,778 shares; 2025Q3: 4,235 shares; 2025Q4: 3,994 shares; 2026Q1: 4,670 shares 4,670 $749K 0.02% +676 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,506 shares; 2026Q1: 5,522 shares 5,522 $748K 0.02% +16 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,432 shares; 2025Q2: 39,961 shares; 2025Q3: 25,183 shares; 2025Q4: 21,582 shares; 2026Q1: 22,286 shares 22,286 $746K 0.02% +704 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: 5,500 shares; 2025Q1: 21,243 shares; 2025Q2: 2,991 shares; 2025Q3: 3,580 shares; 2025Q4: 3,897 shares; 2026Q1: 7,660 shares 7,660 $743K 0.02% +3,763 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 245,501 shares; 2025Q1: 240,093 shares; 2025Q2: 343,243 shares; 2025Q3: 123,565 shares; 2025Q4: 15,882 shares; 2026Q1: 48,235 shares 48,235 $741K 0.02% +32,353 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,738 shares; 2024Q4: 7,234 shares; 2025Q1: 9,688 shares; 2025Q2: 9,201 shares; 2025Q3: 37,980 shares; 2025Q4: not reported; 2026Q1: 7,151 shares 7,151 $741K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 5,927 shares; 2025Q1: 3,568 shares; 2025Q2: 2,588 shares; 2025Q3: 6,668 shares; 2025Q4: 6,417 shares; 2026Q1: 6,752 shares 6,752 $741K 0.02% +335 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,275 shares; 2025Q1: 4,421 shares; 2025Q2: 4,571 shares; 2025Q3: 5,777 shares; 2025Q4: 5,936 shares; 2026Q1: 6,232 shares 6,232 $739K 0.02% +296 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 6,206 shares; 2025Q3: 8,281 shares; 2025Q4: 8,961 shares; 2026Q1: 7,938 shares 7,938 $733K 0.02% -1,023 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,711 shares; 2025Q1: 2,746 shares; 2025Q2: 3,180 shares; 2025Q3: 3,686 shares; 2025Q4: 3,319 shares; 2026Q1: 3,379 shares 3,379 $732K 0.02% +60 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,245 shares; 2025Q1: 7,944 shares; 2025Q2: 6,142 shares; 2025Q3: 8,618 shares; 2025Q4: 7,732 shares; 2026Q1: 8,738 shares 8,738 $731K 0.02% +1,006 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,617 shares; 2024Q4: 22,486 shares; 2025Q1: 20,301 shares; 2025Q2: 27,091 shares; 2025Q3: 27,543 shares; 2025Q4: 20,631 shares; 2026Q1: 20,631 shares 20,631 $731K 0.02% 0 Timeline IQLT 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: 17,582 shares; 2025Q4: 15,681 shares; 2026Q1: 15,792 shares 15,792 $730K 0.02% +111 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,250 shares; 2024Q4: 80,094 shares; 2025Q1: 22,161 shares; 2025Q2: 19,452 shares; 2025Q3: 25,408 shares; 2025Q4: 24,970 shares; 2026Q1: 24,691 shares 24,691 $725K 0.02% -279 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,210 shares; 2026Q1: 4,258 shares 4,258 $720K 0.02% +2,048 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS 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: 7,089 shares 7,089 $720K 0.02% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 1 shares 1 $718K 0.02% -1 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,277 shares; 2024Q4: 12,963 shares; 2025Q1: 12,963 shares; 2025Q2: not reported; 2025Q3: 13,156 shares; 2025Q4: 11,597 shares; 2026Q1: 11,591 shares 11,591 $717K 0.02% -6 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,489 shares; 2025Q3: 2,128 shares; 2025Q4: 2,419 shares; 2026Q1: 2,682 shares 2,682 $716K 0.02% +263 Timeline FDEM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,871 shares; 2026Q1: 22,561 shares 22,561 $712K 0.02% +1,690 Timeline PCYO PURE CYCLE CORP More: the full row for PURE CYCLE 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: 70,487 shares; 2025Q4: 70,487 shares; 2026Q1: 70,350 shares 70,350 $708K 0.02% -137 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,006 shares; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 1,048 shares; 2025Q4: 1,081 shares; 2026Q1: 1,299 shares 1,299 $703K 0.02% +218 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: 31,437 shares; 2025Q1: 20,226 shares; 2025Q2: 11,172 shares; 2025Q3: 11,176 shares; 2025Q4: 11,205 shares; 2026Q1: 12,613 shares 12,613 $698K 0.02% +1,408 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,163 shares; 2025Q4: 8,956 shares; 2026Q1: 13,981 shares 13,981 $695K 0.02% +5,025 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,828 shares; 2025Q4: 17,394 shares; 2026Q1: 60,175 shares 60,175 $694K 0.02% +42,781 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: 10,118 shares; 2025Q1: 11,588 shares; 2025Q2: 13,241 shares; 2025Q3: 13,008 shares; 2025Q4: 14,150 shares; 2026Q1: 14,559 shares 14,559 $694K 0.02% +409 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,554 shares; 2025Q4: 2,564 shares; 2026Q1: 7,085 shares 7,085 $694K 0.02% +4,521 Timeline SCHG 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: 3,626 shares; 2024Q4: 19,904 shares; 2025Q1: 20,415 shares; 2025Q2: 22,494 shares; 2025Q3: 25,528 shares; 2025Q4: 24,492 shares; 2026Q1: 23,665 shares 23,665 $689K 0.02% -827 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: 6,360 shares; 2024Q4: 9,491 shares; 2025Q1: 7,832 shares; 2025Q2: 7,852 shares; 2025Q3: 9,186 shares; 2025Q4: 10,362 shares; 2026Q1: 9,393 shares 9,393 $686K 0.02% -969 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,809 shares; 2024Q4: 5,945 shares; 2025Q1: 6,641 shares; 2025Q2: 11,607 shares; 2025Q3: 13,434 shares; 2025Q4: 11,059 shares; 2026Q1: 10,882 shares 10,882 $683K 0.02% -177 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,069 shares; 2025Q3: 2,756 shares; 2025Q4: 2,937 shares; 2026Q1: 3,438 shares 3,438 $679K 0.02% +501 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 18,514 shares; 2025Q1: 23,782 shares; 2025Q2: 29,941 shares; 2025Q3: 26,587 shares; 2025Q4: 21,987 shares; 2026Q1: 23,619 shares 23,619 $678K 0.02% +1,632 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: 4,025 shares; 2024Q4: 4,765 shares; 2025Q1: 8,370 shares; 2025Q2: 8,673 shares; 2025Q3: 13,008 shares; 2025Q4: 13,113 shares; 2026Q1: 12,663 shares 12,663 $676K 0.02% -450 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,160 shares; 2025Q1: not reported; 2025Q2: 8,227 shares; 2025Q3: 6,451 shares; 2025Q4: 6,665 shares; 2026Q1: 6,926 shares 6,926 $675K 0.02% +261 Timeline BFRZ 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: 35,195 shares; 2026Q1: 25,426 shares 25,426 $670K 0.02% -9,769 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,590 shares 3,590 $670K 0.02% new 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: 6,003 shares; 2025Q2: 8,163 shares; 2025Q3: 14,029 shares; 2025Q4: 14,188 shares; 2026Q1: 14,282 shares 14,282 $667K 0.02% +94 Timeline JEPQ 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: 6,477 shares; 2024Q4: 8,348 shares; 2025Q1: 6,611 shares; 2025Q2: 8,759 shares; 2025Q3: 10,412 shares; 2025Q4: 8,759 shares; 2026Q1: 12,004 shares 12,004 $666K 0.02% +3,245 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,019 shares; 2024Q4: 83,670 shares; 2025Q1: 77,468 shares; 2025Q2: 77,293 shares; 2025Q3: 77,800 shares; 2025Q4: 8,081 shares; 2026Q1: 11,312 shares 11,312 $665K 0.02% +3,231 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,164 shares 9,164 $665K 0.02% new 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: 12,691 shares; 2024Q4: 13,083 shares; 2025Q1: 13,113 shares; 2025Q2: 13,229 shares; 2025Q3: 13,675 shares; 2025Q4: 13,112 shares; 2026Q1: 14,256 shares 14,256 $662K 0.02% +1,144 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: 23,865 shares; 2025Q1: 17,909 shares; 2025Q2: 15,960 shares; 2025Q3: 15,536 shares; 2025Q4: 15,427 shares; 2026Q1: 15,176 shares 15,176 $659K 0.02% -251 Timeline DFGX 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: 13,716 shares; 2025Q3: 11,051 shares; 2025Q4: 11,778 shares; 2026Q1: 12,559 shares 12,559 $659K 0.02% +781 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: 7,642 shares 7,642 $658K 0.02% new Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 37,561 shares 37,561 $653K 0.02% new Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,492 shares; 2025Q4: 3,879 shares; 2026Q1: 3,295 shares 3,295 $652K 0.02% -584 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 5,986 shares; 2025Q1: 5,838 shares; 2025Q2: 5,167 shares; 2025Q3: 4,956 shares; 2025Q4: 5,133 shares; 2026Q1: 4,220 shares 4,220 $651K 0.02% -913 Timeline FXB INVESCO CURRENCYSHARES BRIT More: the full row for INVESCO CURRENCYSHARES BRIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,602 shares; 2025Q1: 7,102 shares; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares; 2025Q4: 5,102 shares; 2026Q1: 5,102 shares 5,102 $650K 0.02% 0 Timeline VOTE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,090 shares; 2025Q4: 8,455 shares; 2026Q1: 8,455 shares 8,455 $645K 0.02% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,002 shares; 2025Q1: 9,466 shares; 2025Q2: 18,455 shares; 2025Q3: 18,397 shares; 2025Q4: 18,673 shares; 2026Q1: 18,455 shares 18,455 $638K 0.02% -218 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,536 shares; 2025Q1: 10,117 shares; 2025Q2: 10,109 shares; 2025Q3: 10,636 shares; 2025Q4: 9,916 shares; 2026Q1: 13,531 shares 13,531 $635K 0.02% +3,615 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: 1,274 shares; 2024Q4: 1,849 shares; 2025Q1: 1,731 shares; 2025Q2: 1,683 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,708 shares 1,708 $633K 0.01% -7 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,021 shares; 2025Q3: 1,103 shares; 2025Q4: 1,134 shares; 2026Q1: 1,204 shares 1,204 $628K 0.01% +70 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,349 shares; 2024Q4: 17,318 shares; 2025Q1: 18,805 shares; 2025Q2: 18,560 shares; 2025Q3: 18,552 shares; 2025Q4: 16,295 shares; 2026Q1: 27,588 shares 27,588 $627K 0.01% +11,293 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,533 shares; 2025Q1: 3,572 shares; 2025Q2: 3,419 shares; 2025Q3: 4,373 shares; 2025Q4: 4,350 shares; 2026Q1: 4,612 shares 4,612 $626K 0.01% +262 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,381 shares; 2025Q1: 3,381 shares; 2025Q2: 4,067 shares; 2025Q3: 7,874 shares; 2025Q4: 7,825 shares; 2026Q1: 7,965 shares 7,965 $625K 0.01% +140 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,483 shares 16,483 $624K 0.01% new 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: 1,959 shares; 2025Q1: 1,802 shares; 2025Q2: 1,809 shares; 2025Q3: 1,786 shares; 2025Q4: 1,863 shares; 2026Q1: 2,274 shares 2,274 $622K 0.01% +411 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 2,434 shares; 2026Q1: 4,761 shares 4,761 $617K 0.01% +2,327 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: 2,183 shares 2,183 $614K 0.01% new 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: 6,563 shares; 2025Q1: 6,156 shares; 2025Q2: 5,672 shares; 2025Q3: 5,658 shares; 2025Q4: 5,594 shares; 2026Q1: 5,591 shares 5,591 $613K 0.01% -3 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,105 shares; 2025Q3: 15,402 shares; 2025Q4: 13,701 shares; 2026Q1: 25,505 shares 25,505 $607K 0.01% +11,804 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,529 shares 16,529 $606K 0.01% new Timeline DGCB 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: 3,789 shares; 2025Q2: 11,729 shares; 2025Q3: 10,327 shares; 2025Q4: 10,937 shares; 2026Q1: 11,182 shares 11,182 $605K 0.01% +245 Timeline ESGV 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: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,911 shares; 2025Q4: 5,289 shares; 2026Q1: 5,341 shares 5,341 $600K 0.01% +52 Timeline EZBC FRANKLIN TEMPLETON DIGITAL H More: the full row for FRANKLIN TEMPLETON DIGITAL H Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,023 shares; 2026Q1: 15,274 shares 15,274 $599K 0.01% +251 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,867 shares; 2024Q4: 18,158 shares; 2025Q1: 9,105 shares; 2025Q2: 3,884 shares; 2025Q3: 4,231 shares; 2025Q4: 3,073 shares; 2026Q1: 3,012 shares 3,012 $596K 0.01% -61 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: 21,826 shares; 2024Q4: 34,009 shares; 2025Q1: 7,690 shares; 2025Q2: 4,874 shares; 2025Q3: 3,433 shares; 2025Q4: 6,329 shares; 2026Q1: 6,208 shares 6,208 $595K 0.01% -121 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 637 shares; 2025Q3: 708 shares; 2025Q4: 812 shares; 2026Q1: 869 shares 869 $592K 0.01% +57 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,398 shares; 2025Q1: 7,396 shares; 2025Q2: 7,397 shares; 2025Q3: 10,044 shares; 2025Q4: 10,009 shares; 2026Q1: 11,076 shares 11,076 $589K 0.01% +1,067 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: 35,116 shares; 2024Q4: 36,327 shares; 2025Q1: 33,727 shares; 2025Q2: 34,656 shares; 2025Q3: 8,050 shares; 2025Q4: 12,972 shares; 2026Q1: 15,997 shares 15,997 $589K 0.01% +3,025 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,214 shares; 2024Q4: 10,667 shares; 2025Q1: 11,131 shares; 2025Q2: 11,117 shares; 2025Q3: 11,319 shares; 2025Q4: 11,242 shares; 2026Q1: 11,238 shares 11,238 $583K 0.01% -4 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,226 shares; 2025Q4: 21,812 shares; 2026Q1: 19,886 shares 19,886 $577K 0.01% -1,926 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: 3,224 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,520 shares 3,520 $575K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,308 shares; 2024Q4: 3,380 shares; 2025Q1: 3,455 shares; 2025Q2: 3,404 shares; 2025Q3: 3,430 shares; 2025Q4: 3,546 shares; 2026Q1: 5,143 shares 5,143 $570K 0.01% +1,597 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,169 shares; 2024Q4: 9,710 shares; 2025Q1: 10,180 shares; 2025Q2: 9,821 shares; 2025Q3: 10,679 shares; 2025Q4: 11,028 shares; 2026Q1: 11,689 shares 11,689 $566K 0.01% +661 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: 22,263 shares; 2024Q4: 23,940 shares; 2025Q1: 5,262 shares; 2025Q2: 5,463 shares; 2025Q3: 5,755 shares; 2025Q4: 5,181 shares; 2026Q1: 5,294 shares 5,294 $566K 0.01% +113 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,487 shares 7,487 $563K 0.01% new Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,718 shares; 2025Q3: 4,863 shares; 2025Q4: 6,324 shares; 2026Q1: 7,219 shares 7,219 $559K 0.01% +895 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: not reported; 2024Q4: 12,355 shares; 2025Q1: 12,460 shares; 2025Q2: 13,798 shares; 2025Q3: 14,466 shares; 2025Q4: 13,798 shares; 2026Q1: 13,798 shares 13,798 $556K 0.01% 0 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: 2,926 shares; 2025Q4: 3,147 shares; 2026Q1: 4,066 shares 4,066 $552K 0.01% +919 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: 10,033 shares; 2024Q4: 11,153 shares; 2025Q1: 10,374 shares; 2025Q2: 9,969 shares; 2025Q3: 10,746 shares; 2025Q4: 10,519 shares; 2026Q1: 10,926 shares 10,926 $551K 0.01% +407 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,714 shares; 2025Q1: 9,488 shares; 2025Q2: 9,305 shares; 2025Q3: 8,871 shares; 2025Q4: 8,971 shares; 2026Q1: 9,524 shares 9,524 $551K 0.01% +553 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,776 shares; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,286 shares; 2025Q4: 3,285 shares; 2026Q1: 4,666 shares 4,666 $551K 0.01% +1,381 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,867 shares; 2025Q4: 2,017 shares; 2026Q1: 2,356 shares 2,356 $543K 0.01% +339 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 747 shares; 2025Q1: 700 shares; 2025Q2: 603 shares; 2025Q3: 615 shares; 2025Q4: 763 shares; 2026Q1: 743 shares 743 $541K 0.01% -20 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: 17,382 shares; 2025Q1: 26,149 shares; 2025Q2: 26,228 shares; 2025Q3: 29,332 shares; 2025Q4: 34,624 shares; 2026Q1: 34,090 shares 34,090 $540K 0.01% -534 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,741 shares; 2025Q1: 13,645 shares; 2025Q2: 14,409 shares; 2025Q3: 13,423 shares; 2025Q4: 12,371 shares; 2026Q1: 13,415 shares 13,415 $534K 0.01% +1,044 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,399 shares; 2025Q1: 10,043 shares; 2025Q2: 9,697 shares; 2025Q3: 14,844 shares; 2025Q4: 10,406 shares; 2026Q1: 9,276 shares 9,276 $531K 0.01% -1,130 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,634 shares; 2025Q2: 20,714 shares; 2025Q3: 66,760 shares; 2025Q4: 74,219 shares; 2026Q1: 18,213 shares 18,213 $529K 0.01% -56,006 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,493 shares; 2025Q4: 7,284 shares; 2026Q1: 8,784 shares 8,784 $528K 0.01% +1,500 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,701 shares; 2025Q1: 14,911 shares; 2025Q2: 14,569 shares; 2025Q3: 15,604 shares; 2025Q4: 15,870 shares; 2026Q1: 15,721 shares 15,721 $527K 0.01% -149 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,410 shares; 2025Q4: 1,417 shares; 2026Q1: 1,637 shares 1,637 $527K 0.01% +220 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: not reported; 2025Q2: 3,796 shares; 2025Q3: 6,024 shares; 2025Q4: 6,876 shares; 2026Q1: 7,329 shares 7,329 $526K 0.01% +453 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,179 shares; 2024Q4: 8,987 shares; 2025Q1: 5,977 shares; 2025Q2: 7,300 shares; 2025Q3: 5,714 shares; 2025Q4: 5,607 shares; 2026Q1: 6,052 shares 6,052 $524K 0.01% +445 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,306 shares; 2025Q3: 2,074 shares; 2025Q4: 2,085 shares; 2026Q1: 2,513 shares 2,513 $524K 0.01% +428 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,759 shares; 2025Q3: 5,204 shares; 2025Q4: 6,534 shares; 2026Q1: 7,080 shares 7,080 $522K 0.01% +546 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,627 shares; 2025Q4: 4,027 shares; 2026Q1: 4,893 shares 4,893 $519K 0.01% +866 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,285 shares; 2025Q4: 18,556 shares; 2026Q1: 19,902 shares 19,902 $518K 0.01% +1,346 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,573 shares; 2025Q1: 11,573 shares; 2025Q2: 11,371 shares; 2025Q3: 11,371 shares; 2025Q4: 11,371 shares; 2026Q1: 11,371 shares 11,371 $516K 0.01% 0 Timeline XOCT 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: 12,784 shares; 2025Q1: 12,784 shares; 2025Q2: 12,784 shares; 2025Q3: 13,524 shares; 2025Q4: 13,756 shares; 2026Q1: 13,756 shares 13,756 $513K 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: 250 shares; 2025Q2: 344 shares; 2025Q3: 387 shares; 2025Q4: 290 shares; 2026Q1: 442 shares 442 $512K 0.01% +152 Timeline ZNOV 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: 15,764 shares; 2025Q2: 18,335 shares; 2025Q3: 55,801 shares; 2025Q4: 48,275 shares; 2026Q1: 19,288 shares 19,288 $512K 0.01% -28,987 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: 16,489 shares; 2024Q4: 16,489 shares; 2025Q1: 16,480 shares; 2025Q2: 10,454 shares; 2025Q3: 9,624 shares; 2025Q4: 9,574 shares; 2026Q1: 9,574 shares 9,574 $511K 0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 758 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 579 shares; 2026Q1: 939 shares 939 $510K 0.01% +360 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,896 shares; 2025Q1: 12,138 shares; 2025Q2: 23,346 shares; 2025Q3: 26,459 shares; 2025Q4: 25,754 shares; 2026Q1: 37,264 shares 37,264 $510K 0.01% +11,510 Timeline FLCA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,404 shares 10,404 $509K 0.01% new Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,402 shares; 2025Q3: 14,835 shares; 2025Q4: 15,297 shares; 2026Q1: 21,156 shares 21,156 $508K 0.01% +5,859 Timeline DVYE 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: 12,890 shares; 2025Q2: 11,536 shares; 2025Q3: 11,787 shares; 2025Q4: 14,502 shares; 2026Q1: 14,664 shares 14,664 $504K 0.01% +162 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: 3,971 shares; 2025Q3: 4,644 shares; 2025Q4: 4,875 shares; 2026Q1: 4,411 shares 4,411 $503K 0.01% -464 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,310 shares; 2025Q4: 10,310 shares; 2026Q1: 10,310 shares 10,310 $500K 0.01% 0 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,524 shares; 2024Q4: 6,074 shares; 2025Q1: 9,896 shares; 2025Q2: 11,210 shares; 2025Q3: 11,447 shares; 2025Q4: 10,774 shares; 2026Q1: 10,805 shares 10,805 $498K 0.01% +31 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,625 shares; 2025Q3: 6,776 shares; 2025Q4: 6,764 shares; 2026Q1: 7,149 shares 7,149 $496K 0.01% +385 Timeline GNMA 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: 5,352 shares; 2025Q1: 9,124 shares; 2025Q2: 8,644 shares; 2025Q3: 8,257 shares; 2025Q4: 9,208 shares; 2026Q1: 11,165 shares 11,165 $495K 0.01% +1,957 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: not reported; 2025Q3: not reported; 2025Q4: 2,907 shares; 2026Q1: 6,150 shares 6,150 $493K 0.01% +3,243 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 3,813 shares; 2025Q2: 1,170 shares; 2025Q3: 4,403 shares; 2025Q4: 4,703 shares; 2026Q1: 1,918 shares 1,918 $487K 0.01% -2,785 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,104 shares; 2025Q1: 1,116 shares; 2025Q2: 1,601 shares; 2025Q3: 1,753 shares; 2025Q4: 2,592 shares; 2026Q1: 1,611 shares 1,611 $487K 0.01% -981 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,386 shares; 2025Q1: 1,483 shares; 2025Q2: 1,462 shares; 2025Q3: 1,784 shares; 2025Q4: 1,722 shares; 2026Q1: 1,825 shares 1,825 $485K 0.01% +103 Timeline DDTO 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: 22,755 shares 22,755 $483K 0.01% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: 4,221 shares; 2025Q2: 6,054 shares; 2025Q3: 6,891 shares; 2025Q4: 6,022 shares; 2026Q1: 4,529 shares 4,529 $482K 0.01% -1,493 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: 3,366 shares; 2024Q4: 3,390 shares; 2025Q1: 2,201 shares; 2025Q2: not reported; 2025Q3: 2,215 shares; 2025Q4: 2,018 shares; 2026Q1: 2,265 shares 2,265 $481K 0.01% +247 Timeline SMMU 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: 4,929 shares; 2025Q4: 9,495 shares; 2026Q1: 9,495 shares 9,495 $479K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953 shares; 2024Q4: 1,963 shares; 2025Q1: 1,998 shares; 2025Q2: 1,990 shares; 2025Q3: 1,806 shares; 2025Q4: 1,891 shares; 2026Q1: 2,527 shares 2,527 $477K 0.01% +636 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,196 shares 2,196 $474K 0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,769 shares; 2025Q1: 1,865 shares; 2025Q2: 1,845 shares; 2025Q3: 1,655 shares; 2025Q4: 1,728 shares; 2026Q1: 2,351 shares 2,351 $474K 0.01% +623 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,279 shares; 2024Q4: 8,279 shares; 2025Q1: 10,583 shares; 2025Q2: 10,583 shares; 2025Q3: 10,938 shares; 2025Q4: 10,583 shares; 2026Q1: 10,583 shares 10,583 $472K 0.01% 0 Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES 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: 5,438 shares 5,438 $468K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares 2,270 $467K 0.01% 0 Timeline MATX MATSON INC More: the full row for MATSON 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: 4,839 shares; 2025Q4: 4,839 shares; 2026Q1: 2,839 shares 2,839 $465K 0.01% -2,000 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 953 shares; 2025Q1: not reported; 2025Q2: 1,010 shares; 2025Q3: 1,821 shares; 2025Q4: 2,147 shares; 2026Q1: 2,930 shares 2,930 $462K 0.01% +783 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,733 shares; 2025Q4: 13,469 shares; 2026Q1: 18,707 shares 18,707 $461K 0.01% +5,238 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 10,842 shares; 2025Q1: 11,012 shares; 2025Q2: 13,796 shares; 2025Q3: 14,464 shares; 2025Q4: 13,888 shares; 2026Q1: 12,374 shares 12,374 $461K 0.01% -1,514 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares 2,334 $457K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 597 shares; 2025Q1: 741 shares; 2025Q2: 798 shares; 2025Q3: 832 shares; 2025Q4: 842 shares; 2026Q1: 1,046 shares 1,046 $456K 0.01% +204 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,056 shares; 2025Q1: 105,119 shares; 2025Q2: 88,660 shares; 2025Q3: 77,751 shares; 2025Q4: 30,214 shares; 2026Q1: 15,488 shares 15,488 $455K 0.01% -14,726 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares; 2025Q4: 4,160 shares; 2026Q1: 3,560 shares 3,560 $455K 0.01% -600 Timeline MCHI 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: 5,380 shares; 2025Q4: 5,665 shares; 2026Q1: 8,069 shares 8,069 $453K 0.01% +2,404 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: not reported; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,034 shares; 2025Q3: 3,890 shares; 2025Q4: 3,413 shares; 2026Q1: 3,416 shares 3,416 $451K 0.01% +3 Timeline VGSH 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: 12,872 shares; 2024Q4: 13,383 shares; 2025Q1: 7,858 shares; 2025Q2: 6,222 shares; 2025Q3: 6,982 shares; 2025Q4: 3,649 shares; 2026Q1: 7,680 shares 7,680 $450K 0.01% +4,031 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: 14,857 shares; 2024Q4: 6,501 shares; 2025Q1: 7,435 shares; 2025Q2: 6,422 shares; 2025Q3: 5,667 shares; 2025Q4: 4,921 shares; 2026Q1: 4,817 shares 4,817 $450K 0.01% -104 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 553 shares; 2026Q1: 949 shares 949 $449K 0.01% +396 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 793 shares; 2025Q4: 852 shares; 2026Q1: 1,793 shares 1,793 $449K 0.01% +941 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,103 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 2,765 shares; 2025Q4: 1,995 shares; 2026Q1: 1,548 shares 1,548 $448K 0.01% -447 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 403 shares; 2025Q1: 419 shares; 2025Q2: not reported; 2025Q3: 419 shares; 2025Q4: 404 shares; 2026Q1: 417 shares 417 $445K 0.01% +13 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS 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: 3,376 shares; 2025Q4: 3,478 shares; 2026Q1: 6,388 shares 6,388 $443K 0.01% +2,910 Timeline ZOCT 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: 17,823 shares; 2026Q1: 16,541 shares 16,541 $442K 0.01% -1,282 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,892 shares; 2026Q1: 6,726 shares 6,726 $442K 0.01% +1,834 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,671 shares; 2025Q3: 3,250 shares; 2025Q4: 3,593 shares; 2026Q1: 4,344 shares 4,344 $441K 0.01% +751 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,106 shares 2,106 $440K 0.01% new Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,257 shares 15,257 $439K 0.01% new Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 1,983 shares; 2025Q2: 1,958 shares; 2025Q3: 2,014 shares; 2025Q4: 2,103 shares; 2026Q1: 2,194 shares 2,194 $438K 0.01% +91 Timeline BKF 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: 10,758 shares 10,758 $438K 0.01% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR 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: 5,837 shares 5,837 $437K 0.01% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,391 shares; 2025Q1: 16,476 shares; 2025Q2: 18,358 shares; 2025Q3: 21,693 shares; 2025Q4: 20,300 shares; 2026Q1: 25,356 shares 25,356 $437K 0.01% +5,056 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,784 shares; 2024Q4: 10,581 shares; 2025Q1: 10,084 shares; 2025Q2: 9,637 shares; 2025Q3: 10,511 shares; 2025Q4: 4,248 shares; 2026Q1: 4,488 shares 4,488 $433K 0.01% +240 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,973 shares; 2026Q1: 18,792 shares 18,792 $428K 0.01% -181 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,011 shares; 2025Q2: 18,140 shares; 2025Q3: 13,046 shares; 2025Q4: 15,234 shares; 2026Q1: 8,888 shares 8,888 $426K 0.01% -6,346 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,191 shares; 2025Q4: 7,804 shares; 2026Q1: 8,836 shares 8,836 $425K 0.01% +1,032 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 2,036 shares; 2025Q4: 2,107 shares; 2026Q1: 2,515 shares 2,515 $424K 0.01% +408 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,436 shares 6,436 $423K 0.01% new 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: 1,373 shares; 2025Q1: 1,545 shares; 2025Q2: 1,544 shares; 2025Q3: not reported; 2025Q4: 1,203 shares; 2026Q1: 2,669 shares 2,669 $422K 0.01% +1,466 Timeline KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,537 shares; 2026Q1: 3,493 shares 3,493 $421K 0.01% +956 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,312 shares; 2025Q1: 1,317 shares; 2025Q2: 1,248 shares; 2025Q3: 1,240 shares; 2025Q4: 1,322 shares; 2026Q1: 1,330 shares 1,330 $418K 0.01% +8 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,741 shares; 2024Q4: not reported; 2025Q1: 14,733 shares; 2025Q2: 15,473 shares; 2025Q3: 16,158 shares; 2025Q4: 16,910 shares; 2026Q1: 19,735 shares 19,735 $418K 0.01% +2,825 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,149 shares; 2024Q4: 8,088 shares; 2025Q1: 7,337 shares; 2025Q2: 6,714 shares; 2025Q3: 6,560 shares; 2025Q4: 6,560 shares; 2026Q1: 6,560 shares 6,560 $413K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 983 shares; 2026Q1: 1,137 shares 1,137 $413K 0.01% +154 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 3,335 shares; 2025Q4: 3,445 shares; 2026Q1: 4,785 shares 4,785 $412K 0.01% +1,340 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,758 shares; 2024Q4: 4,608 shares; 2025Q1: 4,199 shares; 2025Q2: 4,301 shares; 2025Q3: 4,941 shares; 2025Q4: 5,261 shares; 2026Q1: 4,454 shares 4,454 $411K 0.01% -807 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,229 shares; 2025Q1: 3,296 shares; 2025Q2: 3,252 shares; 2025Q3: 3,382 shares; 2025Q4: 3,495 shares; 2026Q1: 4,816 shares 4,816 $410K 0.01% +1,321 Timeline ACVU HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,995 shares; 2025Q4: 14,995 shares; 2026Q1: 14,995 shares 14,995 $408K 0.01% 0 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: 2,917 shares; 2025Q4: 3,157 shares; 2026Q1: 3,669 shares 3,669 $403K 0.01% +512 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,113 shares; 2025Q3: 6,978 shares; 2025Q4: 7,193 shares; 2026Q1: 6,516 shares 6,516 $403K 0.01% -677 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 14,681 shares; 2025Q1: 14,261 shares; 2025Q2: 4,962 shares; 2025Q3: 4,918 shares; 2025Q4: 5,111 shares; 2026Q1: 5,406 shares 5,406 $403K 0.01% +295 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,314 shares; 2026Q1: 27,638 shares 27,638 $400K 0.01% +10,324 Timeline XDSQ 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: 8,798 shares; 2025Q2: 9,489 shares; 2025Q3: 9,907 shares; 2025Q4: 9,558 shares; 2026Q1: 10,061 shares 10,061 $398K 0.01% +503 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,427 shares; 2024Q4: 48,854 shares; 2025Q1: 34,344 shares; 2025Q2: 21,448 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,555 shares 9,555 $398K 0.01% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 8,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,321 shares; 2026Q1: 8,284 shares 8,284 $398K 0.01% +2,963 Timeline DLO DLOCAL LTD More: the full row for DLOCAL 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: 30,594 shares 30,594 $397K 0.01% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,615 shares; 2025Q1: 3,169 shares; 2025Q2: not reported; 2025Q3: 4,282 shares; 2025Q4: 5,764 shares; 2026Q1: 6,520 shares 6,520 $393K 0.01% +756 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,007 shares 2,007 $392K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,530 shares; 2025Q4: 4,270 shares; 2026Q1: 4,750 shares 4,750 $392K 0.01% +480 Timeline VONG 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: 2,279 shares; 2025Q1: 3,274 shares; 2025Q2: 4,438 shares; 2025Q3: 4,595 shares; 2025Q4: 4,626 shares; 2026Q1: 3,544 shares 3,544 $389K 0.01% -1,082 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,277 shares; 2025Q1: 2,403 shares; 2025Q2: 2,365 shares; 2025Q3: 2,427 shares; 2025Q4: 2,488 shares; 2026Q1: 3,371 shares 3,371 $387K 0.01% +883 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,144 shares; 2024Q4: 1,005 shares; 2025Q1: 1,027 shares; 2025Q2: 1,008 shares; 2025Q3: 910 shares; 2025Q4: 934 shares; 2026Q1: 1,457 shares 1,457 $387K 0.01% +523 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 408 shares; 2025Q4: 424 shares; 2026Q1: 651 shares 651 $383K 0.01% +227 Timeline FLMI 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: 15,308 shares; 2026Q1: 15,308 shares 15,308 $379K 0.01% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,513 shares; 2025Q4: 15,152 shares; 2026Q1: 17,837 shares 17,837 $379K 0.01% +2,685 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 14,922 shares; 2026Q1: 11,021 shares 11,021 $377K 0.01% -3,901 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,751 shares; 2025Q2: 3,703 shares; 2025Q3: 4,349 shares; 2025Q4: 4,422 shares; 2026Q1: 4,017 shares 4,017 $377K 0.01% -405 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,891 shares; 2025Q1: 7,578 shares; 2025Q2: not reported; 2025Q3: 20,219 shares; 2025Q4: 19,458 shares; 2026Q1: 14,305 shares 14,305 $376K 0.01% -5,153 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,492 shares; 2025Q4: 1,656 shares; 2026Q1: 1,922 shares 1,922 $375K 0.01% +266 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 406 shares; 2025Q3: 469 shares; 2025Q4: 752 shares; 2026Q1: 844 shares 844 $375K 0.01% +92 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,139 shares; 2025Q4: 10,174 shares; 2026Q1: 10,174 shares 10,174 $372K 0.01% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,827 shares; 2025Q4: 16,713 shares; 2026Q1: 18,987 shares 18,987 $371K 0.01% +2,274 Timeline FLRN 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: 18,093 shares; 2024Q4: 12,866 shares; 2025Q1: 8,863 shares; 2025Q2: 8,840 shares; 2025Q3: 10,795 shares; 2025Q4: 10,853 shares; 2026Q1: 12,061 shares 12,061 $371K 0.01% +1,208 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: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares 1,562 $369K 0.01% 0 Timeline NUDM 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: 9,071 shares; 2025Q4: 10,179 shares; 2026Q1: 10,179 shares 10,179 $368K 0.01% 0 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: 1,557 shares; 2025Q1: 1,611 shares; 2025Q2: 1,584 shares; 2025Q3: 1,573 shares; 2025Q4: 1,605 shares; 2026Q1: 1,651 shares 1,651 $365K 0.01% +46 Timeline LCTU 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: 4,212 shares; 2025Q1: 4,136 shares; 2025Q2: 4,141 shares; 2025Q3: 4,134 shares; 2025Q4: 4,131 shares; 2026Q1: 5,178 shares 5,178 $363K 0.01% +1,047 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: 11,726 shares; 2025Q3: 11,717 shares; 2025Q4: 13,306 shares; 2026Q1: 14,246 shares 14,246 $363K 0.01% +940 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,594 shares; 2025Q2: 8,958 shares; 2025Q3: 7,636 shares; 2025Q4: 8,368 shares; 2026Q1: 8,414 shares 8,414 $363K 0.01% +46 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,139 shares; 2026Q1: 2,952 shares 2,952 $360K 0.01% +813 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,286 shares; 2024Q4: 22,041 shares; 2025Q1: 20,900 shares; 2025Q2: 11,691 shares; 2025Q3: 13,257 shares; 2025Q4: 8,303 shares; 2026Q1: 7,653 shares 7,653 $360K 0.01% -650 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,919 shares; 2025Q4: 3,814 shares; 2026Q1: 3,965 shares 3,965 $360K 0.01% +151 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,834 shares; 2024Q4: 4,649 shares; 2025Q1: 3,797 shares; 2025Q2: 3,780 shares; 2025Q3: 12,455 shares; 2025Q4: 13,158 shares; 2026Q1: 4,257 shares 4,257 $359K 0.01% -8,901 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS 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: 4,243 shares 4,243 $359K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,697 shares; 2025Q1: 6,155 shares; 2025Q2: 5,713 shares; 2025Q3: 6,749 shares; 2025Q4: 7,077 shares; 2026Q1: 7,785 shares 7,785 $358K 0.01% +708 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,468 shares; 2025Q1: 1,505 shares; 2025Q2: 1,495 shares; 2025Q3: 1,539 shares; 2025Q4: 1,589 shares; 2026Q1: 1,675 shares 1,675 $354K 0.01% +86 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 638 shares; 2025Q4: 7,287 shares; 2026Q1: 964 shares 964 $354K 0.01% -6,323 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares 2,001 $354K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,670 shares; 2025Q2: 1,864 shares; 2025Q3: 2,297 shares; 2025Q4: 2,513 shares; 2026Q1: 2,613 shares 2,613 $353K 0.01% +100 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,680 shares; 2024Q4: 6,807 shares; 2025Q1: 6,946 shares; 2025Q2: 6,862 shares; 2025Q3: 7,062 shares; 2025Q4: 7,287 shares; 2026Q1: 10,346 shares 10,346 $352K 0.01% +3,059 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 902 shares; 2025Q1: 1,037 shares; 2025Q2: 919 shares; 2025Q3: 1,408 shares; 2025Q4: 1,525 shares; 2026Q1: 2,040 shares 2,040 $349K 0.01% +515 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,016 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,052 shares; 2025Q4: 1,051 shares; 2026Q1: 1,019 shares 1,019 $348K 0.01% -32 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 318 shares 318 $348K 0.01% +84 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,793 shares; 2025Q1: 3,462 shares; 2025Q2: 3,821 shares; 2025Q3: 3,791 shares; 2025Q4: 3,839 shares; 2026Q1: 4,295 shares 4,295 $348K 0.01% +456 Timeline HAWX 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: 8,463 shares; 2025Q4: 8,463 shares; 2026Q1: 8,463 shares 8,463 $346K 0.01% 0 Timeline SLQD 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: 3,999 shares; 2025Q2: 5,080 shares; 2025Q3: 5,747 shares; 2025Q4: 6,208 shares; 2026Q1: 6,853 shares 6,853 $346K 0.01% +645 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,162 shares; 2025Q4: 18,228 shares; 2026Q1: 20,384 shares 20,384 $346K 0.01% +2,156 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,396 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,643 shares; 2025Q4: 5,817 shares; 2026Q1: 6,117 shares 6,117 $346K 0.01% +300 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,059 shares; 2024Q4: 1,059 shares; 2025Q1: 1,059 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,059 shares; 2026Q1: 1,059 shares 1,059 $345K 0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,304 shares; 2025Q1: 4,330 shares; 2025Q2: 4,457 shares; 2025Q3: 4,204 shares; 2025Q4: 4,154 shares; 2026Q1: 4,158 shares 4,158 $345K 0.01% +4 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,280 shares 9,280 $341K 0.01% new Timeline ECVT ECOVYST INC More: the full row for ECOVYST 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: 26,511 shares 26,511 $341K 0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,149 shares; 2025Q4: not reported; 2026Q1: 4,838 shares 4,838 $340K 0.01% new Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,025 shares; 2024Q4: 70,678 shares; 2025Q1: 7,038 shares; 2025Q2: 6,323 shares; 2025Q3: 10,490 shares; 2025Q4: 11,057 shares; 2026Q1: 12,172 shares 12,172 $340K 0.01% +1,115 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,430 shares 3,430 $340K 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: not reported; 2024Q4: 9,614 shares; 2025Q1: 9,837 shares; 2025Q2: 18,226 shares; 2025Q3: 20,174 shares; 2025Q4: 15,304 shares; 2026Q1: 13,575 shares 13,575 $339K 0.01% -1,729 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: not reported; 2025Q4: 1,972 shares; 2026Q1: 2,862 shares 2,862 $339K 0.01% +890 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,334 shares; 2025Q1: 1,240 shares; 2025Q2: not reported; 2025Q3: 2,424 shares; 2025Q4: 2,400 shares; 2026Q1: 1,965 shares 1,965 $335K 0.01% -435 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: 5,719 shares; 2025Q4: 6,263 shares; 2026Q1: 7,606 shares 7,606 $335K 0.01% +1,343 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,446 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,439 shares 9,439 $334K 0.01% new Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,965 shares; 2025Q1: 8,165 shares; 2025Q2: 9,819 shares; 2025Q3: 9,819 shares; 2025Q4: 9,819 shares; 2026Q1: 9,819 shares 9,819 $333K 0.01% 0 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED 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: 5,326 shares; 2026Q1: 7,361 shares 7,361 $332K 0.01% +2,035 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY 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: 3,709 shares; 2025Q4: 3,845 shares; 2026Q1: 5,224 shares 5,224 $332K 0.01% +1,379 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,308 shares 3,308 $332K 0.01% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 4,430 shares; 2025Q1: 5,316 shares; 2025Q2: 4,207 shares; 2025Q3: 4,011 shares; 2025Q4: 3,820 shares; 2026Q1: 3,450 shares 3,450 $330K 0.01% -370 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,842 shares; 2025Q1: 24,740 shares; 2025Q2: 25,393 shares; 2025Q3: 25,858 shares; 2025Q4: 5,754 shares; 2026Q1: 5,470 shares 5,470 $329K 0.01% -284 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,111 shares 2,111 $328K 0.01% new Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 2,991 shares 2,991 $327K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,499 shares 1,499 $325K 0.01% new Timeline HLIT HARMONIC INC More: the full row for HARMONIC 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: 36,044 shares 36,044 $324K 0.01% new Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,462 shares; 2025Q3: 2,277 shares; 2025Q4: 2,135 shares; 2026Q1: 2,531 shares 2,531 $323K 0.01% +396 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,671 shares; 2025Q1: 3,456 shares; 2025Q2: 3,851 shares; 2025Q3: 4,613 shares; 2025Q4: 4,778 shares; 2026Q1: 4,565 shares 4,565 $323K 0.01% -213 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016 shares; 2025Q4: 2,080 shares; 2026Q1: 2,858 shares 2,858 $322K 0.01% +778 Timeline DIOD DIODES INC More: the full row for DIODES 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: 4,719 shares 4,719 $322K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 392 shares; 2025Q4: 474 shares; 2026Q1: 571 shares 571 $321K 0.01% +97 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,717 shares; 2025Q2: 6,721 shares; 2025Q3: 6,717 shares; 2025Q4: 6,717 shares; 2026Q1: 6,717 shares 6,717 $320K 0.01% 0 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: not reported; 2026Q1: 1,426 shares 1,426 $320K 0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,938 shares 4,938 $320K 0.01% new Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,010 shares 5,010 $317K 0.01% new Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,681 shares; 2025Q4: not reported; 2026Q1: 13,663 shares 13,663 $317K 0.01% new 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: 15,111 shares; 2024Q4: 17,130 shares; 2025Q1: 15,228 shares; 2025Q2: 15,809 shares; 2025Q3: 15,408 shares; 2025Q4: 14,069 shares; 2026Q1: 15,282 shares 15,282 $317K 0.01% +1,213 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,183 shares 2,183 $316K 0.01% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,436 shares; 2024Q4: 4,436 shares; 2025Q1: not reported; 2025Q2: 4,146 shares; 2025Q3: 4,146 shares; 2025Q4: 6,388 shares; 2026Q1: 6,388 shares 6,388 $315K 0.01% 0 Timeline VNIE ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD 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: 13,027 shares; 2026Q1: 13,027 shares 13,027 $315K 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: 5,933 shares; 2024Q4: 15,591 shares; 2025Q1: 9,315 shares; 2025Q2: 10,521 shares; 2025Q3: 18,208 shares; 2025Q4: 12,992 shares; 2026Q1: 12,910 shares 12,910 $313K 0.01% -82 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,521 shares 5,521 $312K 0.01% new Timeline PAVE 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: 6,515 shares; 2024Q4: 6,515 shares; 2025Q1: 6,855 shares; 2025Q2: not reported; 2025Q3: 6,536 shares; 2025Q4: 6,572 shares; 2026Q1: 6,113 shares 6,113 $311K 0.01% -459 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: 7,284 shares; 2025Q2: 7,857 shares; 2025Q3: 8,194 shares; 2025Q4: 7,906 shares; 2026Q1: 8,346 shares 8,346 $309K 0.01% +440 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: 121 shares; 2025Q2: 142 shares; 2025Q3: 107 shares; 2025Q4: 108 shares; 2026Q1: 161 shares 161 $308K 0.01% +53 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,188 shares; 2025Q2: not reported; 2025Q3: 3,859 shares; 2025Q4: 4,377 shares; 2026Q1: 5,348 shares 5,348 $308K 0.01% +971 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,926 shares; 2024Q4: 4,957 shares; 2025Q1: 5,967 shares; 2025Q2: 6,232 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,199 shares 3,199 $307K 0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,966 shares; 2025Q1: 2,962 shares; 2025Q2: 3,173 shares; 2025Q3: 3,382 shares; 2025Q4: 3,153 shares; 2026Q1: 3,706 shares 3,706 $306K 0.01% +553 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,972 shares 3,972 $305K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,988 shares 2,988 $305K 0.01% new Timeline TOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,605 shares 11,605 $305K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,736 shares; 2025Q4: 12,270 shares; 2026Q1: 19,133 shares 19,133 $304K 0.01% +6,863 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,688 shares; 2025Q4: 3,870 shares; 2026Q1: 5,243 shares 5,243 $304K 0.01% +1,373 Timeline MAPS WM TECHNOLOGY INC More: the full row for WM TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,265 shares; 2026Q1: 456,095 shares 456,095 $300K 0.01% +263,830 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: 5,630 shares; 2025Q2: 6,980 shares; 2025Q3: 7,224 shares; 2025Q4: 6,533 shares; 2026Q1: 6,528 shares 6,528 $300K 0.01% -5 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,747 shares; 2025Q3: 6,164 shares; 2025Q4: 5,802 shares; 2026Q1: 6,289 shares 6,289 $299K 0.01% +487 Timeline DBL DOUBLELINE OPPORTUNISTIC CR More: the full row for DOUBLELINE OPPORTUNISTIC CR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 17,500 shares; 2025Q1: 17,819 shares; 2025Q2: 17,819 shares; 2025Q3: 17,819 shares; 2025Q4: 18,637 shares; 2026Q1: 20,441 shares 20,441 $298K 0.01% +1,804 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,220 shares; 2026Q1: 1,091 shares 1,091 $295K 0.01% -129 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,542 shares; 2025Q3: 5,542 shares; 2025Q4: 5,542 shares; 2026Q1: 5,542 shares 5,542 $291K 0.01% 0 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,116 shares 15,116 $291K 0.01% new 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: 3,151 shares; 2025Q3: 4,221 shares; 2025Q4: 4,218 shares; 2026Q1: 3,219 shares 3,219 $290K 0.01% -999 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,529 shares; 2024Q4: 23,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,374 shares; 2025Q4: 4,179 shares; 2026Q1: 5,365 shares 5,365 $290K 0.01% +1,186 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,330 shares; 2025Q1: 8,330 shares; 2025Q2: 8,330 shares; 2025Q3: 7,930 shares; 2025Q4: 7,305 shares; 2026Q1: 7,305 shares 7,305 $288K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,859 shares 1,859 $288K 0.01% +574 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: 3,007 shares 3,007 $288K 0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,082 shares; 2025Q3: 2,345 shares; 2025Q4: 2,082 shares; 2026Q1: 2,082 shares 2,082 $288K 0.01% 0 Timeline DBO INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,970 shares; 2024Q4: 15,888 shares; 2025Q1: 14,621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,621 shares 14,621 $288K 0.01% new 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: not reported; 2025Q3: 1,322 shares; 2025Q4: 1,303 shares; 2026Q1: 1,403 shares 1,403 $287K 0.01% +100 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,588 shares; 2025Q1: 3,270 shares; 2025Q2: 2,835 shares; 2025Q3: 2,866 shares; 2025Q4: 2,896 shares; 2026Q1: 2,561 shares 2,561 $287K 0.01% -335 Timeline CDNA CAREDX INC More: the full row for CAREDX 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: 16,491 shares 16,491 $286K 0.01% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,662 shares 1,662 $285K 0.01% new 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: 2,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 3,803 shares; 2025Q4: not reported; 2026Q1: 5,049 shares 5,049 $284K 0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,032 shares 1,032 $281K 0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 966 shares 966 $280K 0.01% new Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,060 shares 8,060 $280K 0.01% new 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: 6,998 shares; 2025Q4: 7,217 shares; 2026Q1: 3,419 shares 3,419 $280K 0.01% -3,798 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,583 shares; 2025Q1: 5,519 shares; 2025Q2: 5,253 shares; 2025Q3: 4,912 shares; 2025Q4: 4,911 shares; 2026Q1: 4,983 shares 4,983 $280K 0.01% +72 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: not reported; 2025Q4: not reported; 2026Q1: 2,424 shares 2,424 $280K 0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,501 shares 4,501 $279K 0.01% new 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: 5,019 shares; 2025Q1: not reported; 2025Q2: 4,878 shares; 2025Q3: 5,599 shares; 2025Q4: 5,572 shares; 2026Q1: 5,585 shares 5,585 $278K 0.01% +13 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,571 shares; 2025Q4: 6,071 shares; 2026Q1: 6,088 shares 6,088 $277K 0.01% +17 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,632 shares 3,632 $277K 0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,552 shares 2,552 $276K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,887 shares; 2025Q2: 1,781 shares; 2025Q3: 2,167 shares; 2025Q4: 1,910 shares; 2026Q1: 405 shares 405 $276K 0.01% -1,505 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,310 shares 8,310 $276K 0.01% new Timeline SHOO MADDEN STEVEN LTD More: the full row for MADDEN STEVEN 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: 8,133 shares 8,133 $276K 0.01% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,487 shares; 2025Q1: 6,023 shares; 2025Q2: 5,950 shares; 2025Q3: 5,230 shares; 2025Q4: 5,511 shares; 2026Q1: 8,310 shares 8,310 $275K 0.01% +2,799 Timeline AFLG 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: 5,259 shares; 2026Q1: 7,138 shares 7,138 $275K 0.01% +1,879 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,187 shares; 2025Q4: 22,087 shares; 2026Q1: 26,487 shares 26,487 $275K 0.01% +4,400 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,185 shares; 2024Q4: not reported; 2025Q1: 6,809 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,169 shares; 2026Q1: 12,180 shares 12,180 $274K 0.01% +11 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE 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: 1,060 shares; 2025Q4: not reported; 2026Q1: 1,120 shares 1,120 $274K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,240 shares 6,240 $273K 0.01% new Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,483 shares 5,483 $272K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,166 shares; 2024Q4: 3,241 shares; 2025Q1: 3,199 shares; 2025Q2: 3,256 shares; 2025Q3: 3,333 shares; 2025Q4: 4,287 shares; 2026Q1: 1,138 shares 1,138 $272K 0.01% -3,149 Timeline FNK 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: 20,087 shares; 2025Q1: 6,049 shares; 2025Q2: 26,603 shares; 2025Q3: not reported; 2025Q4: 26,473 shares; 2026Q1: 4,763 shares 4,763 $272K 0.01% -21,710 Timeline SKYW SKYWEST INC More: the full row for SKYWEST 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: 1,997 shares; 2025Q3: 2,058 shares; 2025Q4: 2,132 shares; 2026Q1: 2,958 shares 2,958 $272K 0.01% +826 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,502 shares; 2024Q4: 5,304 shares; 2025Q1: 5,880 shares; 2025Q2: 28,816 shares; 2025Q3: 5,777 shares; 2025Q4: 9,462 shares; 2026Q1: 6,485 shares 6,485 $270K 0.01% -2,977 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,680 shares; 2025Q1: 6,626 shares; 2025Q2: 6,270 shares; 2025Q3: 6,295 shares; 2025Q4: 6,151 shares; 2026Q1: 6,211 shares 6,211 $270K 0.01% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,987 shares; 2025Q3: 622 shares; 2025Q4: 657 shares; 2026Q1: 923 shares 923 $270K 0.01% +266 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,553 shares 1,553 $270K 0.01% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS 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: not reported; 2025Q3: not reported; 2025Q4: 769 shares; 2026Q1: 970 shares 970 $268K 0.01% +201 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,354 shares; 2026Q1: 2,910 shares 2,910 $268K 0.01% +556 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,674 shares; 2026Q1: 2,128 shares 2,128 $268K 0.01% +454 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,326 shares; 2025Q4: 10,599 shares; 2026Q1: 10,542 shares 10,542 $267K 0.01% -57 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 13,686 shares; 2025Q1: 13,939 shares; 2025Q2: 13,709 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,367 shares 12,367 $266K 0.01% new 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: 1,683 shares; 2025Q4: 1,667 shares; 2026Q1: 2,441 shares 2,441 $266K 0.01% +774 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: not reported; 2025Q4: not reported; 2026Q1: 1,254 shares 1,254 $265K 0.01% new 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: 5,633 shares 5,633 $264K 0.01% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,181 shares; 2025Q4: 5,219 shares; 2026Q1: 5,257 shares 5,257 $263K 0.01% +38 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: 1,306 shares; 2025Q2: 1,147 shares; 2025Q3: 1,186 shares; 2025Q4: 1,168 shares; 2026Q1: 1,755 shares 1,755 $262K 0.01% +587 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,905 shares; 2025Q4: 6,039 shares; 2026Q1: 3,548 shares 3,548 $262K 0.01% -2,491 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 2,220 shares; 2025Q1: 2,101 shares; 2025Q2: 4,779 shares; 2025Q3: 1,563 shares; 2025Q4: not reported; 2026Q1: 2,824 shares 2,824 $261K 0.01% new Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,997 shares 9,997 $261K 0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,437 shares; 2025Q1: 41,489 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,057 shares 11,057 $261K 0.01% new Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 2,033 shares; 2026Q1: 2,832 shares 2,832 $259K 0.01% +799 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,260 shares 1,260 $257K 0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares; 2025Q4: 2,470 shares; 2026Q1: 1,427 shares 1,427 $255K 0.01% -1,043 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 13,500 shares; 2025Q4: 17,525 shares; 2026Q1: 22,725 shares 22,725 $255K 0.01% +5,200 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 1,658 shares 1,658 $255K 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: 2,408 shares 2,408 $255K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares 776 $254K 0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,983 shares 2,983 $253K 0.01% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: 1,108 shares; 2026Q1: 1,166 shares 1,166 $252K 0.01% +58 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,273 shares 1,273 $252K 0.01% new 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: 9,752 shares; 2025Q1: 9,752 shares; 2025Q2: 9,752 shares; 2025Q3: 9,752 shares; 2025Q4: 9,752 shares; 2026Q1: 9,752 shares 9,752 $252K 0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,504 shares; 2025Q4: not reported; 2026Q1: 2,535 shares 2,535 $251K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,826 shares; 2026Q1: 2,099 shares 2,099 $249K 0.01% +273 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,615 shares; 2026Q1: 7,993 shares 7,993 $249K 0.01% +378 Timeline XSHD 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: 16,726 shares; 2025Q2: 16,828 shares; 2025Q3: 17,707 shares; 2025Q4: 17,707 shares; 2026Q1: 18,898 shares 18,898 $248K 0.01% +1,191 Timeline EALT 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: 6,394 shares; 2025Q3: 7,238 shares; 2025Q4: 6,070 shares; 2026Q1: 7,377 shares 7,377 $248K 0.01% +1,307 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,432 shares; 2024Q4: 11,165 shares; 2025Q1: 13,733 shares; 2025Q2: 15,324 shares; 2025Q3: 6,822 shares; 2025Q4: 6,051 shares; 2026Q1: 6,216 shares 6,216 $247K 0.01% +165 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,332 shares; 2025Q4: 9,332 shares; 2026Q1: 9,332 shares 9,332 $245K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,614 shares 2,614 $244K 0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,362 shares 1,362 $243K 0.01% new Timeline SCHR 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: 8,312 shares; 2025Q1: not reported; 2025Q2: 13,489 shares; 2025Q3: 10,078 shares; 2025Q4: 9,697 shares; 2026Q1: 9,683 shares 9,683 $241K 0.01% -14 Timeline NSEP 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: 392,719 shares; 2025Q1: 357,056 shares; 2025Q2: 326,032 shares; 2025Q3: 31,543 shares; 2025Q4: 8,634 shares; 2026Q1: 8,382 shares 8,382 $241K 0.01% -252 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,133 shares; 2025Q3: 5,133 shares; 2025Q4: 5,860 shares; 2026Q1: 5,860 shares 5,860 $241K 0.01% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,259 shares 6,259 $240K 0.01% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,949 shares; 2024Q4: not reported; 2025Q1: 4,648 shares; 2025Q2: 5,049 shares; 2025Q3: 5,073 shares; 2025Q4: 5,073 shares; 2026Q1: 4,713 shares 4,713 $239K 0.01% -360 Timeline ODC OIL DRI CORP AMER More: the full row for OIL DRI CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,118 shares; 2025Q4: 5,683 shares; 2026Q1: 3,663 shares 3,663 $238K 0.01% -2,020 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: 9,741 shares; 2025Q1: 9,712 shares; 2025Q2: 8,416 shares; 2025Q3: not reported; 2025Q4: 8,878 shares; 2026Q1: 9,372 shares 9,372 $237K 0.01% +494 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,606 shares; 2024Q4: 6,473 shares; 2025Q1: 5,864 shares; 2025Q2: 5,072 shares; 2025Q3: 4,536 shares; 2025Q4: 3,697 shares; 2026Q1: 3,186 shares 3,186 $237K 0.01% -511 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,035 shares 1,035 $236K 0.01% new Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,640 shares 8,640 $236K 0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,061 shares; 2026Q1: 866 shares 866 $236K 0.01% -195 Timeline HRI HERC HLDGS INC More: the full row for HERC 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: 1,618 shares; 2025Q3: not reported; 2025Q4: 1,710 shares; 2026Q1: 2,362 shares 2,362 $235K 0.01% +652 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,404 shares; 2025Q1: 3,500 shares; 2025Q2: 3,142 shares; 2025Q3: 2,992 shares; 2025Q4: 3,006 shares; 2026Q1: 3,056 shares 3,056 $233K 0.01% +50 Timeline USRT 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: 3,645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,625 shares; 2025Q4: not reported; 2026Q1: 3,917 shares 3,917 $232K 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: not reported; 2025Q4: not reported; 2026Q1: 569 shares 569 $232K 0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares 908 $231K 0.01% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,036 shares; 2025Q1: 1,930 shares; 2025Q2: 1,645 shares; 2025Q3: 1,837 shares; 2025Q4: 1,645 shares; 2026Q1: 1,650 shares 1,650 $231K 0.01% +5 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,694 shares; 2025Q1: 3,305 shares; 2025Q2: 4,423 shares; 2025Q3: 6,017 shares; 2025Q4: 4,363 shares; 2026Q1: 3,513 shares 3,513 $229K 0.01% -850 Timeline IBHG 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: 10,349 shares; 2025Q4: 10,349 shares; 2026Q1: 10,349 shares 10,349 $229K 0.01% 0 Timeline TCHP 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: 5,160 shares; 2026Q1: 5,147 shares 5,147 $227K 0.01% -13 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,111 shares; 2025Q3: 3,222 shares; 2025Q4: 2,877 shares; 2026Q1: 3,029 shares 3,029 $226K 0.01% +152 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 3,180 shares; 2025Q1: 3,544 shares; 2025Q2: 1,838 shares; 2025Q3: 3,453 shares; 2025Q4: 2,726 shares; 2026Q1: 2,139 shares 2,139 $226K 0.01% -587 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,409 shares 2,409 $225K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,303 shares; 2025Q4: 3,147 shares; 2026Q1: 3,163 shares 3,163 $225K 0.01% +16 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 904 shares 904 $225K 0.01% new Timeline PPIH PERMA-PIPE INTL HLDGS INC More: the full row for PERMA-PIPE INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,483 shares 7,483 $223K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 3,698 shares 3,698 $222K 0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,159 shares; 2026Q1: 6,159 shares 6,159 $221K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,009 shares; 2025Q3: 6,151 shares; 2025Q4: 5,656 shares; 2026Q1: 5,656 shares 5,656 $220K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,667 shares; 2025Q4: 1,599 shares; 2026Q1: 1,612 shares 1,612 $219K 0.01% +13 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: not reported; 2024Q4: 544 shares; 2025Q1: 550 shares; 2025Q2: 485 shares; 2025Q3: 536 shares; 2025Q4: not reported; 2026Q1: 601 shares 601 $219K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,668 shares; 2026Q1: 5,594 shares 5,594 $219K 0.01% -74 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,284 shares 9,284 $218K 0.01% new Timeline VVX V2X INC More: the full row for V2X INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,313 shares; 2025Q2: 5,269 shares; 2025Q3: 7,113 shares; 2025Q4: 7,389 shares; 2026Q1: 3,184 shares 3,184 $218K 0.01% -4,205 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,386 shares 5,386 $218K 0.01% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 907 shares; 2025Q3: 836 shares; 2025Q4: not reported; 2026Q1: 1,238 shares 1,238 $217K 0.01% new Timeline