DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,731 shares; 2024Q4: 1,323 shares; 2025Q1: 939 shares; 2025Q2: 1,485 shares; 2025Q3: 1,362 shares; 2025Q4: 143,618 shares; 2026Q1: 161,368 shares 161,368 $10.1M 0.02% +17,750 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 534 shares; 2024Q4: 1,076 shares; 2025Q1: 1,231 shares; 2025Q2: 6,964 shares; 2025Q3: 8,437 shares; 2025Q4: 8,439 shares; 2026Q1: 74,465 shares 74,465 $10.1M 0.02% +66,026 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: 47,358 shares; 2024Q4: 46,654 shares; 2025Q1: 45,285 shares; 2025Q2: 44,871 shares; 2025Q3: 38,149 shares; 2025Q4: 39,982 shares; 2026Q1: 41,255 shares 41,255 $10.1M 0.02% +1,273 Timeline FLBL 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: 448,303 shares; 2024Q4: 500,538 shares; 2025Q1: 528,117 shares; 2025Q2: 163,481 shares; 2025Q3: 278,410 shares; 2025Q4: 364,697 shares; 2026Q1: 435,364 shares 435,364 $10M 0.02% +70,667 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 4,647 shares; 2025Q1: 86,655 shares; 2025Q2: 195,181 shares; 2025Q3: 190,670 shares; 2025Q4: 215,993 shares; 2026Q1: 203,633 shares 203,633 $9.96M 0.02% -12,360 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,842 shares; 2024Q4: 21,348 shares; 2025Q1: 246,430 shares; 2025Q2: 273,341 shares; 2025Q3: 295,836 shares; 2025Q4: 323,424 shares; 2026Q1: 334,203 shares 334,203 $9.95M 0.02% +10,779 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,125 shares; 2024Q4: 24,077 shares; 2025Q1: 25,081 shares; 2025Q2: 34,144 shares; 2025Q3: 25,891 shares; 2025Q4: 35,257 shares; 2026Q1: 33,643 shares 33,643 $9.94M 0.02% -1,614 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802,566 shares; 2024Q4: 762,516 shares; 2025Q1: 25,367 shares; 2025Q2: 26,863 shares; 2025Q3: 29,092 shares; 2025Q4: 33,956 shares; 2026Q1: 60,597 shares 60,597 $9.91M 0.02% +26,641 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,131 shares; 2024Q4: 61,562 shares; 2025Q1: 80,961 shares; 2025Q2: 121,930 shares; 2025Q3: 103,901 shares; 2025Q4: 99,284 shares; 2026Q1: 49,607 shares 49,607 $9.83M 0.02% -49,677 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,436 shares; 2024Q4: 30,986 shares; 2025Q1: 31,391 shares; 2025Q2: 26,954 shares; 2025Q3: 28,724 shares; 2025Q4: 32,059 shares; 2026Q1: 20,183 shares 20,183 $9.79M 0.02% -11,876 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: 19 shares; 2025Q3: 34 shares; 2025Q4: 63 shares; 2026Q1: 13,907 shares 13,907 $9.77M 0.02% +13,844 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 416,586 shares; 2025Q1: 427,225 shares; 2025Q2: 615,292 shares; 2025Q3: 570,477 shares; 2025Q4: 198,427 shares; 2026Q1: 202,890 shares 202,890 $9.62M 0.02% +4,463 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,119 shares; 2024Q4: 184,423 shares; 2025Q1: 179,574 shares; 2025Q2: 214,673 shares; 2025Q3: 219,372 shares; 2025Q4: 227,389 shares; 2026Q1: 321,004 shares 321,004 $9.62M 0.02% +93,615 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 1,693 shares; 2025Q2: 14,033 shares; 2025Q3: 30,202 shares; 2025Q4: 37,711 shares; 2026Q1: 140,308 shares 140,308 $9.61M 0.02% +102,597 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,958 shares; 2024Q4: 10,636 shares; 2025Q1: 4,476 shares; 2025Q2: 7,385 shares; 2025Q3: 55,295 shares; 2025Q4: 15,929 shares; 2026Q1: 14,684 shares 14,684 $9.55M 0.02% -1,245 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,519 shares; 2024Q4: 143,209 shares; 2025Q1: 153,240 shares; 2025Q2: 175,071 shares; 2025Q3: 180,418 shares; 2025Q4: 168,550 shares; 2026Q1: 177,064 shares 177,064 $9.54M 0.02% +8,514 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,980 shares; 2024Q4: 100,975 shares; 2025Q1: 103,633 shares; 2025Q2: 127,621 shares; 2025Q3: 20,819 shares; 2025Q4: 11,280 shares; 2026Q1: 12,316 shares 12,316 $9.52M 0.02% +1,036 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,033 shares; 2024Q4: 76,207 shares; 2025Q1: 101,093 shares; 2025Q2: 105,626 shares; 2025Q3: 94,274 shares; 2025Q4: 182,294 shares; 2026Q1: 187,574 shares 187,574 $9.49M 0.02% +5,280 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71 shares; 2025Q1: 81 shares; 2025Q2: 61 shares; 2025Q3: 105 shares; 2025Q4: 119 shares; 2026Q1: 119,286 shares 119,286 $9.42M 0.02% +119,167 Timeline FAAR 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: 115,762 shares; 2024Q4: 126,933 shares; 2025Q1: 163,135 shares; 2025Q2: 170,774 shares; 2025Q3: 149,149 shares; 2025Q4: 648,775 shares; 2026Q1: 277,837 shares 277,837 $9.38M 0.02% -370,938 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: 566 shares; 2024Q4: 635 shares; 2025Q1: 116,431 shares; 2025Q2: 134,558 shares; 2025Q3: 146,573 shares; 2025Q4: 132,448 shares; 2026Q1: 133,703 shares 133,703 $9.27M 0.02% +1,255 Timeline EFV 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: 105,488 shares; 2024Q4: 209,302 shares; 2025Q1: 113,500 shares; 2025Q2: 203,942 shares; 2025Q3: 166,132 shares; 2025Q4: 832,835 shares; 2026Q1: 124,520 shares 124,520 $9.26M 0.02% -708,315 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: 14,235 shares; 2024Q4: 70,281 shares; 2025Q1: 70,820 shares; 2025Q2: 117,812 shares; 2025Q3: 229,780 shares; 2025Q4: 259,051 shares; 2026Q1: 124,193 shares 124,193 $9.25M 0.02% -134,858 Timeline KEP KOREA ELEC PWR CORP More: the full row for KOREA ELEC PWR 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: 30 shares; 2025Q3: 351,701 shares; 2025Q4: 293,704 shares; 2026Q1: 644,041 shares 644,041 $9.18M 0.02% +350,337 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: not reported; 2025Q1: 36,279 shares; 2025Q2: 44,404 shares; 2025Q3: 40,461 shares; 2025Q4: 234,645 shares; 2026Q1: 238,867 shares 238,867 $9.18M 0.02% +4,222 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: 350 shares; 2024Q4: 16,608 shares; 2025Q1: 23,252 shares; 2025Q2: 49,002 shares; 2025Q3: 65,158 shares; 2025Q4: 75,849 shares; 2026Q1: 86,780 shares 86,780 $9.18M 0.02% +10,931 Timeline 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: 67,234 shares; 2024Q4: 70,304 shares; 2025Q1: 41,621 shares; 2025Q2: 47,464 shares; 2025Q3: 49,406 shares; 2025Q4: 48,101 shares; 2026Q1: 48,347 shares 48,347 $9.17M 0.02% +246 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: 152,810 shares; 2024Q4: 176,464 shares; 2025Q1: 179,088 shares; 2025Q2: 198,114 shares; 2025Q3: 115,613 shares; 2025Q4: 106,409 shares; 2026Q1: 145,679 shares 145,679 $9.14M 0.02% +39,270 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 9,775 shares; 2025Q1: 12,285 shares; 2025Q2: 30,842 shares; 2025Q3: 37,143 shares; 2025Q4: 43,809 shares; 2026Q1: 52,387 shares 52,387 $9.04M 0.02% +8,578 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,797 shares; 2024Q4: 54,166 shares; 2025Q1: 52,789 shares; 2025Q2: 54,302 shares; 2025Q3: 52,050 shares; 2025Q4: 43,231 shares; 2026Q1: 49,770 shares 49,770 $9M 0.02% +6,539 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101 shares; 2024Q4: not reported; 2025Q1: 121,065 shares; 2025Q2: 2,064,352 shares; 2025Q3: 1,907,443 shares; 2025Q4: 1,795,156 shares; 2026Q1: 253,344 shares 253,344 $9M 0.02% -1,541,812 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,886 shares; 2024Q4: 100,212 shares; 2025Q1: 93,203 shares; 2025Q2: 70,186 shares; 2025Q3: 80,419 shares; 2025Q4: 82,422 shares; 2026Q1: 91,000 shares 91,000 $8.95M 0.02% +8,578 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: 12,158 shares; 2024Q4: 11,177 shares; 2025Q1: 14,792 shares; 2025Q2: 13,497 shares; 2025Q3: 12,817 shares; 2025Q4: 14,858 shares; 2026Q1: 16,524 shares 16,524 $8.94M 0.02% +1,666 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,667 shares; 2024Q4: 259,621 shares; 2025Q1: 263,573 shares; 2025Q2: 206,565 shares; 2025Q3: 240,622 shares; 2025Q4: 169,662 shares; 2026Q1: 144,837 shares 144,837 $8.78M 0.02% -24,825 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,158 shares; 2024Q4: 18,541 shares; 2025Q1: 19,776 shares; 2025Q2: 21,147 shares; 2025Q3: 22,981 shares; 2025Q4: 24,814 shares; 2026Q1: 29,569 shares 29,569 $8.78M 0.02% +4,755 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: 90,408 shares; 2024Q4: 98,620 shares; 2025Q1: 137,668 shares; 2025Q2: 104,360 shares; 2025Q3: 114,108 shares; 2025Q4: 120,337 shares; 2026Q1: 132,231 shares 132,231 $8.76M 0.02% +11,894 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 2,982 shares; 2025Q1: 3,343 shares; 2025Q2: 4,545 shares; 2025Q3: 399,358 shares; 2025Q4: 432,796 shares; 2026Q1: 532,371 shares 532,371 $8.75M 0.02% +99,575 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,481 shares; 2024Q4: 17,701 shares; 2025Q1: 17,369 shares; 2025Q2: 19,823 shares; 2025Q3: 20,132 shares; 2025Q4: 21,820 shares; 2026Q1: 25,602 shares 25,602 $8.68M 0.02% +3,782 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,582 shares; 2024Q4: 1,885 shares; 2025Q1: 1,659 shares; 2025Q2: 1,708 shares; 2025Q3: 83,358 shares; 2025Q4: 84,781 shares; 2026Q1: 87,920 shares 87,920 $8.65M 0.02% +3,139 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: 152 shares; 2024Q4: 8,657 shares; 2025Q1: 10,374 shares; 2025Q2: 23,911 shares; 2025Q3: 31,214 shares; 2025Q4: 35,002 shares; 2026Q1: 41,375 shares 41,375 $8.65M 0.02% +6,373 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,916 shares; 2024Q4: 28,310 shares; 2025Q1: 28,795 shares; 2025Q2: 27,662 shares; 2025Q3: 28,708 shares; 2025Q4: 26,996 shares; 2026Q1: 28,278 shares 28,278 $8.59M 0.02% +1,282 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: 251,752 shares; 2024Q4: 250,369 shares; 2025Q1: 450,600 shares; 2025Q2: 443,692 shares; 2025Q3: 249,388 shares; 2025Q4: 253,754 shares; 2026Q1: 244,530 shares 244,530 $8.41M 0.02% -9,224 Timeline BALI 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: 163,240 shares; 2025Q1: 157,900 shares; 2025Q2: 277,345 shares; 2025Q3: 273,161 shares; 2025Q4: 269,460 shares; 2026Q1: 272,777 shares 272,777 $8.4M 0.02% +3,317 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: 613 shares; 2024Q4: 826 shares; 2025Q1: 657 shares; 2025Q2: 51,514 shares; 2025Q3: 58,991 shares; 2025Q4: 38,136 shares; 2026Q1: 40,244 shares 40,244 $8.37M 0.02% +2,108 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 96,055 shares; 2025Q1: 61,169 shares; 2025Q2: 79,883 shares; 2025Q3: 583,923 shares; 2025Q4: 495,382 shares; 2026Q1: 51,678 shares 51,678 $8.36M 0.02% -443,704 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,241 shares; 2026Q1: 104,503 shares 104,503 $8.31M 0.02% +8,262 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,882 shares; 2024Q4: 449,130 shares; 2025Q1: 427,623 shares; 2025Q2: 217,499 shares; 2025Q3: 241,924 shares; 2025Q4: 237,396 shares; 2026Q1: 225,788 shares 225,788 $8.3M 0.02% -11,608 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: 99,988 shares; 2024Q4: 113,092 shares; 2025Q1: 113,728 shares; 2025Q2: 122,685 shares; 2025Q3: 125,439 shares; 2025Q4: 124,131 shares; 2026Q1: 118,000 shares 118,000 $8.28M 0.02% -6,131 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS 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: 16 shares; 2025Q3: 13 shares; 2025Q4: 69 shares; 2026Q1: 76,306 shares 76,306 $8.22M 0.02% +76,237 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: 57,706 shares; 2024Q4: 66,819 shares; 2025Q1: 87,100 shares; 2025Q2: 127,850 shares; 2025Q3: 139,113 shares; 2025Q4: 143,842 shares; 2026Q1: 171,989 shares 171,989 $8.18M 0.02% +28,147 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 881 shares; 2025Q1: 551 shares; 2025Q2: 638 shares; 2025Q3: 708 shares; 2025Q4: 49,209 shares; 2026Q1: 33,358 shares 33,358 $8.17M 0.02% -15,851 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: 40,829 shares; 2024Q4: 38,343 shares; 2025Q1: 27,252 shares; 2025Q2: 33,029 shares; 2025Q3: 33,270 shares; 2025Q4: 32,536 shares; 2026Q1: 38,700 shares 38,700 $8.13M 0.02% +6,164 Timeline SUSC 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: 212,295 shares; 2024Q4: 227,795 shares; 2025Q1: 235,576 shares; 2025Q2: 260,161 shares; 2025Q3: 296,881 shares; 2025Q4: 304,499 shares; 2026Q1: 351,109 shares 351,109 $8.12M 0.02% +46,610 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,755 shares; 2024Q4: 71,361 shares; 2025Q1: 73,994 shares; 2025Q2: 81,466 shares; 2025Q3: 93,007 shares; 2025Q4: 100,956 shares; 2026Q1: 99,079 shares 99,079 $8.1M 0.02% -1,877 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,035 shares; 2024Q4: 101,220 shares; 2025Q1: 100,431 shares; 2025Q2: 100,366 shares; 2025Q3: 102,550 shares; 2025Q4: 76,833 shares; 2026Q1: 68,312 shares 68,312 $8.04M 0.02% -8,521 Timeline TLTW 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: 36,843 shares; 2024Q4: 78,123 shares; 2025Q1: 97,983 shares; 2025Q2: 129,029 shares; 2025Q3: 235,825 shares; 2025Q4: 294,850 shares; 2026Q1: 355,174 shares 355,174 $8.03M 0.02% +60,324 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 503 shares; 2025Q3: 558 shares; 2025Q4: 645 shares; 2026Q1: 41,434 shares 41,434 $7.89M 0.02% +40,789 Timeline JEPI 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: 69,248 shares; 2024Q4: 85,513 shares; 2025Q1: 94,142 shares; 2025Q2: 84,591 shares; 2025Q3: 97,445 shares; 2025Q4: 119,524 shares; 2026Q1: 138,785 shares 138,785 $7.87M 0.02% +19,261 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: 229,427 shares; 2024Q4: 227,790 shares; 2025Q1: 223,418 shares; 2025Q2: 218,860 shares; 2025Q3: 217,170 shares; 2025Q4: 222,621 shares; 2026Q1: 217,761 shares 217,761 $7.83M 0.02% -4,860 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 152,902 shares; 2025Q1: 175,159 shares; 2025Q2: 332,799 shares; 2025Q3: 421,424 shares; 2025Q4: 513,404 shares; 2026Q1: 187,167 shares 187,167 $7.78M 0.02% -326,237 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 771 shares; 2025Q1: 34,270 shares; 2025Q2: 99,441 shares; 2025Q3: 115,214 shares; 2025Q4: 105,243 shares; 2026Q1: 109,036 shares 109,036 $7.67M 0.02% +3,793 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,172 shares; 2024Q4: 28,810 shares; 2025Q1: 36,688 shares; 2025Q2: 40,356 shares; 2025Q3: 55,848 shares; 2025Q4: 51,793 shares; 2026Q1: 53,836 shares 53,836 $7.61M 0.02% +2,043 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: 28,508 shares; 2024Q4: 28,717 shares; 2025Q1: 28,571 shares; 2025Q2: 29,345 shares; 2025Q3: 28,270 shares; 2025Q4: 28,113 shares; 2026Q1: 27,485 shares 27,485 $7.6M 0.02% -628 Timeline FTCS 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: 113,486 shares; 2024Q4: 87,858 shares; 2025Q1: 65,403 shares; 2025Q2: 67,920 shares; 2025Q3: 73,821 shares; 2025Q4: 76,916 shares; 2026Q1: 81,432 shares 81,432 $7.55M 0.02% +4,516 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: 19,324 shares; 2024Q4: 19,234 shares; 2025Q1: 21,311 shares; 2025Q2: 20,528 shares; 2025Q3: 21,067 shares; 2025Q4: 76,229 shares; 2026Q1: 81,863 shares 81,863 $7.52M 0.02% +5,634 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: 663 shares; 2024Q4: 27,481 shares; 2025Q1: 37,061 shares; 2025Q2: 66,329 shares; 2025Q3: 64,865 shares; 2025Q4: 85,059 shares; 2026Q1: 99,806 shares 99,806 $7.48M 0.02% +14,747 Timeline HEI 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: 24,133 shares; 2024Q4: 23,574 shares; 2025Q1: 23,347 shares; 2025Q2: 25,543 shares; 2025Q3: 26,682 shares; 2025Q4: 27,303 shares; 2026Q1: 27,270 shares 27,270 $7.48M 0.02% -33 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,486 shares; 2024Q4: 302,761 shares; 2025Q1: 299,467 shares; 2025Q2: 298,425 shares; 2025Q3: 19,234 shares; 2025Q4: 23,538 shares; 2026Q1: 20,842 shares 20,842 $7.42M 0.02% -2,696 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 652 shares; 2025Q1: 960 shares; 2025Q2: 7,279 shares; 2025Q3: 7,898 shares; 2025Q4: 93,778 shares; 2026Q1: 116,603 shares 116,603 $7.4M 0.02% +22,825 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157,095 shares; 2025Q3: 158,165 shares; 2025Q4: 161,317 shares; 2026Q1: 164,167 shares 164,167 $7.4M 0.02% +2,850 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229,989 shares 229,989 $7.39M 0.02% new Timeline JIG 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: 104,389 shares; 2025Q4: 103,673 shares; 2026Q1: 99,188 shares 99,188 $7.36M 0.02% -4,485 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,146 shares; 2024Q4: 83,352 shares; 2025Q1: 84,249 shares; 2025Q2: 88,597 shares; 2025Q3: 92,217 shares; 2025Q4: 128,239 shares; 2026Q1: 129,017 shares 129,017 $7.35M 0.01% +778 Timeline ISTM ISHARES U S ETF TR More: the full row for ISHARES U S 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: 240,963 shares 240,963 $7.27M 0.01% new Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,081 shares; 2024Q4: 193,132 shares; 2025Q1: 199,681 shares; 2025Q2: 232,252 shares; 2025Q3: 246,069 shares; 2025Q4: 251,922 shares; 2026Q1: 269,973 shares 269,973 $7.25M 0.01% +18,051 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,977 shares; 2024Q4: 18,124 shares; 2025Q1: 21,030 shares; 2025Q2: 20,141 shares; 2025Q3: 20,383 shares; 2025Q4: 21,838 shares; 2026Q1: 24,006 shares 24,006 $7.25M 0.01% +2,168 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 510 shares; 2025Q1: 482 shares; 2025Q2: 61,780 shares; 2025Q3: 80,950 shares; 2025Q4: 95,152 shares; 2026Q1: 104,097 shares 104,097 $7.21M 0.01% +8,945 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,176 shares; 2024Q4: 88,891 shares; 2025Q1: 91,867 shares; 2025Q2: 105,440 shares; 2025Q3: 108,818 shares; 2025Q4: 106,141 shares; 2026Q1: 92,605 shares 92,605 $7.18M 0.01% -13,536 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,042 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: 298 shares; 2025Q3: 1,633 shares; 2025Q4: 1,747 shares; 2026Q1: 251,049 shares 251,049 $7.14M 0.01% +249,302 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,441 shares; 2025Q1: 6,327 shares; 2025Q2: 11,848 shares; 2025Q3: 11,410 shares; 2025Q4: 30,968 shares; 2026Q1: 35,134 shares 35,134 $7.13M 0.01% +4,166 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: 74,976 shares; 2024Q4: 72,726 shares; 2025Q1: 61,289 shares; 2025Q2: 73,954 shares; 2025Q3: 99,839 shares; 2025Q4: 107,405 shares; 2026Q1: 128,077 shares 128,077 $7.11M 0.01% +20,672 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 128,112 shares; 2025Q2: 173,488 shares; 2025Q3: 161,681 shares; 2025Q4: 175,822 shares; 2026Q1: 196,247 shares 196,247 $7.11M 0.01% +20,425 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,138 shares; 2024Q4: 136,720 shares; 2025Q1: 156,404 shares; 2025Q2: 245,274 shares; 2025Q3: 92,965 shares; 2025Q4: 136,252 shares; 2026Q1: 178,869 shares 178,869 $7.11M 0.01% +42,617 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: 54 shares; 2024Q4: 4,587 shares; 2025Q1: 9,164 shares; 2025Q2: 15,483 shares; 2025Q3: 17,607 shares; 2025Q4: 21,230 shares; 2026Q1: 25,171 shares 25,171 $7.09M 0.01% +3,941 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,801 shares; 2024Q4: 19,459 shares; 2025Q1: 18,689 shares; 2025Q2: 21,464 shares; 2025Q3: 16,212 shares; 2025Q4: 16,226 shares; 2026Q1: 16,994 shares 16,994 $7.08M 0.01% +768 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,121 shares; 2024Q4: 65,971 shares; 2025Q1: 67,668 shares; 2025Q2: 97,444 shares; 2025Q3: 79,842 shares; 2025Q4: 81,837 shares; 2026Q1: 82,315 shares 82,315 $7.05M 0.01% +478 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,357 shares; 2024Q4: 362,601 shares; 2025Q1: 376,043 shares; 2025Q2: 386,442 shares; 2025Q3: 392,923 shares; 2025Q4: 398,294 shares; 2026Q1: 147,019 shares 147,019 $7.05M 0.01% -251,275 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,363 shares; 2024Q4: 98,863 shares; 2025Q1: 98,434 shares; 2025Q2: 114,101 shares; 2025Q3: 120,247 shares; 2025Q4: 131,944 shares; 2026Q1: 112,138 shares 112,138 $7.02M 0.01% -19,806 Timeline FSTA 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: 373 shares; 2024Q4: 16,874 shares; 2025Q1: 10,823 shares; 2025Q2: 111,090 shares; 2025Q3: 120,214 shares; 2025Q4: 131,511 shares; 2026Q1: 133,114 shares 133,114 $6.97M 0.01% +1,603 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,320 shares; 2025Q1: 107,678 shares; 2025Q2: 167,000 shares; 2025Q3: 172,444 shares; 2025Q4: 202,229 shares; 2026Q1: 233,218 shares 233,218 $6.95M 0.01% +30,989 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST 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: 353 shares; 2025Q3: 148 shares; 2025Q4: 204 shares; 2026Q1: 95,229 shares 95,229 $6.93M 0.01% +95,025 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,498 shares; 2024Q4: 42,899 shares; 2025Q1: 48,447 shares; 2025Q2: 50,169 shares; 2025Q3: 53,476 shares; 2025Q4: 53,966 shares; 2026Q1: 56,309 shares 56,309 $6.9M 0.01% +2,343 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,410 shares; 2024Q4: 63,782 shares; 2025Q1: 65,071 shares; 2025Q2: 70,330 shares; 2025Q3: 66,704 shares; 2025Q4: 70,336 shares; 2026Q1: 73,385 shares 73,385 $6.85M 0.01% +3,049 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,769 shares; 2024Q4: 8,648 shares; 2025Q1: 8,926 shares; 2025Q2: 9,027 shares; 2025Q3: 9,818 shares; 2025Q4: 9,840 shares; 2026Q1: 9,275 shares 9,275 $6.77M 0.01% -565 Timeline FLRT 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: 80,983 shares; 2024Q4: 110 shares; 2025Q1: 100 shares; 2025Q2: 73,140 shares; 2025Q3: 191,536 shares; 2025Q4: 145,601 shares; 2026Q1: 146,145 shares 146,145 $6.77M 0.01% +544 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,231 shares; 2024Q4: 51,157 shares; 2025Q1: 52,735 shares; 2025Q2: 56,375 shares; 2025Q3: 56,669 shares; 2025Q4: 64,022 shares; 2026Q1: 74,249 shares 74,249 $6.77M 0.01% +10,227 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,588 shares; 2024Q4: 107,122 shares; 2025Q1: 95,364 shares; 2025Q2: 112,037 shares; 2025Q3: 115,247 shares; 2025Q4: 115,361 shares; 2026Q1: 123,126 shares 123,126 $6.72M 0.01% +7,765 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 283 shares; 2025Q1: 342 shares; 2025Q2: 968 shares; 2025Q3: 2,212 shares; 2025Q4: 1,552 shares; 2026Q1: 72,855 shares 72,855 $6.69M 0.01% +71,303 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,832 shares; 2024Q4: 75,932 shares; 2025Q1: 77,132 shares; 2025Q2: 81,334 shares; 2025Q3: 109,328 shares; 2025Q4: 117,012 shares; 2026Q1: 110,519 shares 110,519 $6.53M 0.01% -6,493 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 250 shares; 2025Q4: 13,127 shares; 2026Q1: 101,562 shares 101,562 $6.52M 0.01% +88,435 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,972 shares; 2025Q1: 2,725 shares; 2025Q2: 13,637 shares; 2025Q3: 19,713 shares; 2025Q4: 24,009 shares; 2026Q1: 22,279 shares 22,279 $6.5M 0.01% -1,730 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: 64 shares; 2024Q4: 179 shares; 2025Q1: 118 shares; 2025Q2: 133 shares; 2025Q3: 200 shares; 2025Q4: 406 shares; 2026Q1: 16,659 shares 16,659 $6.47M 0.01% +16,253 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,607 shares; 2024Q4: 5,847 shares; 2025Q1: 5,273 shares; 2025Q2: 9,054 shares; 2025Q3: 12,832 shares; 2025Q4: 16,172 shares; 2026Q1: 15,118 shares 15,118 $6.45M 0.01% -1,054 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,786 shares; 2024Q4: 108,638 shares; 2025Q1: 89,862 shares; 2025Q2: 69,939 shares; 2025Q3: 70,232 shares; 2025Q4: 76,155 shares; 2026Q1: 93,524 shares 93,524 $6.43M 0.01% +17,369 Timeline HDEF 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207,179 shares; 2025Q4: 204,917 shares; 2026Q1: 197,804 shares 197,804 $6.41M 0.01% -7,113 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: 6,231 shares; 2024Q4: 18,699 shares; 2025Q1: 22,397 shares; 2025Q2: 58,139 shares; 2025Q3: 56,028 shares; 2025Q4: 58,337 shares; 2026Q1: 77,587 shares 77,587 $6.4M 0.01% +19,250 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,241 shares; 2024Q4: 210,386 shares; 2025Q1: 218,408 shares; 2025Q2: 227,722 shares; 2025Q3: 231,373 shares; 2025Q4: 236,540 shares; 2026Q1: 262,389 shares 262,389 $6.38M 0.01% +25,849 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: 32,583 shares; 2024Q4: 31,272 shares; 2025Q1: 40,055 shares; 2025Q2: 37,858 shares; 2025Q3: 39,132 shares; 2025Q4: 42,089 shares; 2026Q1: 46,917 shares 46,917 $6.37M 0.01% +4,828 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: 68,394 shares; 2024Q4: 76,866 shares; 2025Q1: 83,176 shares; 2025Q2: 114,677 shares; 2025Q3: 126,124 shares; 2025Q4: 85,170 shares; 2026Q1: 107,652 shares 107,652 $6.33M 0.01% +22,482 Timeline AVEM 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: 15 shares; 2025Q1: 284 shares; 2025Q2: 374 shares; 2025Q3: 105,324 shares; 2025Q4: 142,523 shares; 2026Q1: 78,309 shares 78,309 $6.31M 0.01% -64,214 Timeline TIPX 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: 364,588 shares; 2024Q4: 357,262 shares; 2025Q1: 333,249 shares; 2025Q2: 330,620 shares; 2025Q3: 336,205 shares; 2025Q4: 331,994 shares; 2026Q1: 328,181 shares 328,181 $6.3M 0.01% -3,813 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,637 shares; 2024Q4: 13,422 shares; 2025Q1: 18,328 shares; 2025Q2: 19,406 shares; 2025Q3: 21,870 shares; 2025Q4: 24,485 shares; 2026Q1: 15,792 shares 15,792 $6.29M 0.01% -8,693 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: 85,384 shares; 2024Q4: 79,534 shares; 2025Q1: 83,252 shares; 2025Q2: 99,271 shares; 2025Q3: 80,669 shares; 2025Q4: 78,453 shares; 2026Q1: 67,857 shares 67,857 $6.28M 0.01% -10,596 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,581 shares; 2024Q4: 74,491 shares; 2025Q1: 69,265 shares; 2025Q2: 84,356 shares; 2025Q3: 85,164 shares; 2025Q4: 86,895 shares; 2026Q1: 86,147 shares 86,147 $6.25M 0.01% -748 Timeline XP XP INC More: the full row for XP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327,436 shares 327,436 $6.23M 0.01% new Timeline EBND 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: 613,921 shares; 2024Q4: 630,520 shares; 2025Q1: 295,938 shares; 2025Q2: 288,146 shares; 2025Q3: 292,631 shares; 2025Q4: 297,026 shares; 2026Q1: 298,612 shares 298,612 $6.16M 0.01% +1,586 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: 32,700 shares; 2024Q4: 32,756 shares; 2025Q1: 27,214 shares; 2025Q2: 82,745 shares; 2025Q3: 93,472 shares; 2025Q4: 96,838 shares; 2026Q1: 184,119 shares 184,119 $6.1M 0.01% +87,281 Timeline EUHY 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: 116,068 shares 116,068 $6.09M 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,182 shares; 2024Q4: 65,472 shares; 2025Q1: 68,658 shares; 2025Q2: 75,398 shares; 2025Q3: 76,737 shares; 2025Q4: 66,478 shares; 2026Q1: 52,853 shares 52,853 $6.08M 0.01% -13,625 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,608 shares; 2024Q4: 25,196 shares; 2025Q1: 20,761 shares; 2025Q2: 25,933 shares; 2025Q3: 27,754 shares; 2025Q4: 27,771 shares; 2026Q1: 26,184 shares 26,184 $6.05M 0.01% -1,587 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,629 shares; 2024Q4: 18,109 shares; 2025Q1: 218 shares; 2025Q2: 216 shares; 2025Q3: 9,266 shares; 2025Q4: 233,852 shares; 2026Q1: 224,144 shares 224,144 $6.01M 0.01% -9,708 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,136 shares; 2024Q4: 176,312 shares; 2025Q1: 170,540 shares; 2025Q2: 177,795 shares; 2025Q3: 609,036 shares; 2025Q4: 183,837 shares; 2026Q1: 198,332 shares 198,332 $6.01M 0.01% +14,495 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,381 shares; 2024Q4: 30,790 shares; 2025Q1: 23,809 shares; 2025Q2: 76,063 shares; 2025Q3: 20,460 shares; 2025Q4: 22,768 shares; 2026Q1: 49,357 shares 49,357 $5.96M 0.01% +26,589 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: 32,735 shares; 2024Q4: 23,143 shares; 2025Q1: 30,957 shares; 2025Q2: 37,839 shares; 2025Q3: 32,293 shares; 2025Q4: 55,014 shares; 2026Q1: 49,934 shares 49,934 $5.93M 0.01% -5,080 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: 47,868 shares; 2024Q4: 50,164 shares; 2025Q1: 54,183 shares; 2025Q2: 54,228 shares; 2025Q3: 67,332 shares; 2025Q4: 60,107 shares; 2026Q1: 35,906 shares 35,906 $5.89M 0.01% -24,201 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 15,199 shares; 2025Q1: 16,445 shares; 2025Q2: 17,901 shares; 2025Q3: 17,499 shares; 2025Q4: 16,934 shares; 2026Q1: 16,580 shares 16,580 $5.82M 0.01% -354 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,120 shares; 2024Q4: 885,429 shares; 2025Q1: 889,407 shares; 2025Q2: 899,631 shares; 2025Q3: 142,705 shares; 2025Q4: 149,062 shares; 2026Q1: 150,562 shares 150,562 $5.8M 0.01% +1,500 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,752 shares; 2024Q4: 30,546 shares; 2025Q1: 33,104 shares; 2025Q2: 30,056 shares; 2025Q3: 32,426 shares; 2025Q4: 35,806 shares; 2026Q1: 37,532 shares 37,532 $5.8M 0.01% +1,726 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,171 shares; 2025Q1: 1,866 shares; 2025Q2: 95,184 shares; 2025Q3: 100,344 shares; 2025Q4: 105,642 shares; 2026Q1: 107,120 shares 107,120 $5.8M 0.01% +1,478 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: 69,110 shares; 2024Q4: 67,838 shares; 2025Q1: 73,960 shares; 2025Q2: 72,376 shares; 2025Q3: 72,420 shares; 2025Q4: 69,797 shares; 2026Q1: 69,201 shares 69,201 $5.79M 0.01% -596 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,805 shares; 2024Q4: 4,689 shares; 2025Q1: 5,104 shares; 2025Q2: 6,169 shares; 2025Q3: 98,487 shares; 2025Q4: 44,101 shares; 2026Q1: 39,569 shares 39,569 $5.77M 0.01% -4,532 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,074 shares; 2024Q4: 50,180 shares; 2025Q1: 53,540 shares; 2025Q2: 55,247 shares; 2025Q3: 56,897 shares; 2025Q4: 60,232 shares; 2026Q1: 63,403 shares 63,403 $5.77M 0.01% +3,171 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,948 shares; 2024Q4: 204,592 shares; 2025Q1: 204,985 shares; 2025Q2: 313,937 shares; 2025Q3: 308,828 shares; 2025Q4: 306,968 shares; 2026Q1: 298,052 shares 298,052 $5.71M 0.01% -8,916 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: 85,797 shares; 2024Q4: 91,872 shares; 2025Q1: 94,098 shares; 2025Q2: 100,953 shares; 2025Q3: 121,070 shares; 2025Q4: 119,205 shares; 2026Q1: 125,123 shares 125,123 $5.69M 0.01% +5,918 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: 198 shares; 2024Q4: 42,715 shares; 2025Q1: 56,773 shares; 2025Q2: 136,694 shares; 2025Q3: 170,378 shares; 2025Q4: 200,019 shares; 2026Q1: 231,191 shares 231,191 $5.61M 0.01% +31,172 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,053 shares; 2024Q4: 26,344 shares; 2025Q1: 26,233 shares; 2025Q2: 32,125 shares; 2025Q3: 35,294 shares; 2025Q4: 39,732 shares; 2026Q1: 34,258 shares 34,258 $5.6M 0.01% -5,474 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: 4,042 shares; 2024Q4: 2,478 shares; 2025Q1: 2,828 shares; 2025Q2: 3,017 shares; 2025Q3: 3,540 shares; 2025Q4: 3,715 shares; 2026Q1: 3,238 shares 3,238 $5.6M 0.01% -477 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: 41,872 shares; 2024Q4: 42,316 shares; 2025Q1: 44,504 shares; 2025Q2: 47,024 shares; 2025Q3: 48,554 shares; 2025Q4: 51,873 shares; 2026Q1: 45,714 shares 45,714 $5.54M 0.01% -6,159 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 46,130 shares; 2025Q1: 43,679 shares; 2025Q2: 36,755 shares; 2025Q3: 42,243 shares; 2025Q4: 44,544 shares; 2026Q1: 40,971 shares 40,971 $5.52M 0.01% -3,573 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: 69,826 shares; 2024Q4: 39,436 shares; 2025Q1: 12,272 shares; 2025Q2: 125,289 shares; 2025Q3: 109,148 shares; 2025Q4: 13,864 shares; 2026Q1: 108,916 shares 108,916 $5.5M 0.01% +95,052 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,060 shares; 2024Q4: 199,304 shares; 2025Q1: 201,283 shares; 2025Q2: 124,227 shares; 2025Q3: 119,524 shares; 2025Q4: 56,450 shares; 2026Q1: 56,680 shares 56,680 $5.48M 0.01% +230 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,748 shares; 2024Q4: 67,676 shares; 2025Q1: 65,604 shares; 2025Q2: 69,267 shares; 2025Q3: 73,588 shares; 2025Q4: 76,849 shares; 2026Q1: 92,731 shares 92,731 $5.42M 0.01% +15,882 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,899 shares; 2024Q4: 41,111 shares; 2025Q1: 57,673 shares; 2025Q2: 62,123 shares; 2025Q3: 59,512 shares; 2025Q4: 56,360 shares; 2026Q1: 84,143 shares 84,143 $5.35M 0.01% +27,783 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030,747 shares; 2024Q4: 875,908 shares; 2025Q1: 891,359 shares; 2025Q2: 826,550 shares; 2025Q3: 885,485 shares; 2025Q4: 174,322 shares; 2026Q1: 69,399 shares 69,399 $5.35M 0.01% -104,923 Timeline IOO 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: 640,083 shares; 2024Q4: 576,211 shares; 2025Q1: 51,030 shares; 2025Q2: 49,314 shares; 2025Q3: 44,920 shares; 2025Q4: 42,834 shares; 2026Q1: 44,130 shares 44,130 $5.34M 0.01% +1,296 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,204 shares; 2024Q4: 64,400 shares; 2025Q1: 71,556 shares; 2025Q2: 69,682 shares; 2025Q3: 68,589 shares; 2025Q4: 23,168 shares; 2026Q1: 24,848 shares 24,848 $5.33M 0.01% +1,680 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: 1,081 shares; 2024Q4: 3,962 shares; 2025Q1: 4,079 shares; 2025Q2: 13,142 shares; 2025Q3: 12,669 shares; 2025Q4: 13,509 shares; 2026Q1: 19,268 shares 19,268 $5.25M 0.01% +5,759 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 10,677 shares; 2025Q1: 9,870 shares; 2025Q2: 7,696 shares; 2025Q3: 8,306 shares; 2025Q4: 27,461 shares; 2026Q1: 56,885 shares 56,885 $5.24M 0.01% +29,424 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,522 shares; 2024Q4: 54,849 shares; 2025Q1: 51,884 shares; 2025Q2: 59,995 shares; 2025Q3: 71,009 shares; 2025Q4: 62,742 shares; 2026Q1: 68,207 shares 68,207 $5.17M 0.01% +5,465 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,656 shares; 2024Q4: 18,572 shares; 2025Q1: 22,831 shares; 2025Q2: 21,404 shares; 2025Q3: 12,067 shares; 2025Q4: 15,714 shares; 2026Q1: 14,986 shares 14,986 $5.17M 0.01% -728 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347 shares; 2024Q4: 1,487 shares; 2025Q1: 1,631 shares; 2025Q2: 2,189 shares; 2025Q3: 3,874 shares; 2025Q4: 4,941 shares; 2026Q1: 113,853 shares 113,853 $5.17M 0.01% +108,912 Timeline QWLD 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: 38,272 shares; 2024Q4: 37,774 shares; 2025Q1: 38,181 shares; 2025Q2: 36,057 shares; 2025Q3: 35,658 shares; 2025Q4: 35,290 shares; 2026Q1: 36,045 shares 36,045 $5.16M 0.01% +755 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,718 shares; 2024Q4: 8,123 shares; 2025Q1: 6,237 shares; 2025Q2: 6,392 shares; 2025Q3: 6,606 shares; 2025Q4: 6,337 shares; 2026Q1: 6,959 shares 6,959 $5.14M 0.01% +622 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 110,893 shares; 2025Q4: 115,240 shares; 2026Q1: 120,412 shares 120,412 $5.11M 0.01% +5,172 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 3,775 shares; 2025Q1: 12,714 shares; 2025Q2: 20,465 shares; 2025Q3: 20,682 shares; 2025Q4: 20,017 shares; 2026Q1: 25,074 shares 25,074 $5.09M 0.01% +5,057 Timeline BLES 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: 108,418 shares; 2025Q4: 112,167 shares; 2026Q1: 114,772 shares 114,772 $5.09M 0.01% +2,605 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,438 shares; 2024Q4: 99,693 shares; 2025Q1: 93,563 shares; 2025Q2: 100,491 shares; 2025Q3: 98,164 shares; 2025Q4: 111,405 shares; 2026Q1: 109,719 shares 109,719 $5.09M 0.01% -1,686 Timeline IWD 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: 308,875 shares; 2024Q4: 300,113 shares; 2025Q1: 268,291 shares; 2025Q2: 14,684 shares; 2025Q3: 22,035 shares; 2025Q4: 32,037 shares; 2026Q1: 23,785 shares 23,785 $5.08M 0.01% -8,252 Timeline IBD 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: 195,071 shares; 2025Q4: 209,196 shares; 2026Q1: 212,075 shares 212,075 $5.06M 0.01% +2,879 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: 38,213 shares; 2024Q4: 43,785 shares; 2025Q1: 47,351 shares; 2025Q2: 56,561 shares; 2025Q3: 68,051 shares; 2025Q4: 80,572 shares; 2026Q1: 98,006 shares 98,006 $5.04M 0.01% +17,434 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381 shares; 2024Q4: 23,675 shares; 2025Q1: 26,925 shares; 2025Q2: 28,350 shares; 2025Q3: 26,102 shares; 2025Q4: 41,840 shares; 2026Q1: 44,648 shares 44,648 $5.01M 0.01% +2,808 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: 136,816 shares; 2024Q4: 134,778 shares; 2025Q1: 141,860 shares; 2025Q2: 157,546 shares; 2025Q3: 169,688 shares; 2025Q4: 185,146 shares; 2026Q1: 195,693 shares 195,693 $4.99M 0.01% +10,547 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,362 shares; 2024Q4: 141,924 shares; 2025Q1: 153,408 shares; 2025Q2: 153,658 shares; 2025Q3: 163,649 shares; 2025Q4: 178,594 shares; 2026Q1: 187,498 shares 187,498 $4.97M 0.01% +8,904 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,502 shares; 2025Q1: 1,533 shares; 2025Q2: 1,308 shares; 2025Q3: 5,659 shares; 2025Q4: 6,793 shares; 2026Q1: 6,822 shares 6,822 $4.97M 0.01% +29 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,782 shares 120,782 $4.96M 0.01% new Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,902 shares; 2024Q4: 168,191 shares; 2025Q1: 162,932 shares; 2025Q2: 189,205 shares; 2025Q3: 209,689 shares; 2025Q4: 209,584 shares; 2026Q1: 238,285 shares 238,285 $4.94M 0.01% +28,701 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 245 shares; 2025Q1: 295 shares; 2025Q2: 290 shares; 2025Q3: 280 shares; 2025Q4: 285 shares; 2026Q1: 46,442 shares 46,442 $4.89M 0.01% +46,157 Timeline AZZ AZZ INC More: the full row for AZZ 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: 417 shares; 2025Q4: 459 shares; 2026Q1: 39,003 shares 39,003 $4.88M 0.01% +38,544 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,738 shares; 2024Q4: 18,741 shares; 2025Q1: 30,588 shares; 2025Q2: 58,805 shares; 2025Q3: 101,571 shares; 2025Q4: 150,140 shares; 2026Q1: 246,343 shares 246,343 $4.87M 0.01% +96,203 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696 shares; 2024Q4: 653 shares; 2025Q1: 2,743 shares; 2025Q2: 12,544 shares; 2025Q3: 55,466 shares; 2025Q4: 69,546 shares; 2026Q1: 62,691 shares 62,691 $4.83M 0.01% -6,855 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: 260 shares; 2024Q4: 2,199 shares; 2025Q1: 630 shares; 2025Q2: 606 shares; 2025Q3: 861 shares; 2025Q4: 1,190 shares; 2026Q1: 35,482 shares 35,482 $4.82M 0.01% +34,292 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: 6,420 shares; 2024Q4: 10,198 shares; 2025Q1: 12,140 shares; 2025Q2: 50,339 shares; 2025Q3: 52,534 shares; 2025Q4: 49,950 shares; 2026Q1: 45,078 shares 45,078 $4.8M 0.01% -4,872 Timeline AIRR 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: 19,498 shares; 2024Q4: 21,784 shares; 2025Q1: 24,009 shares; 2025Q2: 31,306 shares; 2025Q3: 31,542 shares; 2025Q4: 45,092 shares; 2026Q1: 43,150 shares 43,150 $4.78M 0.01% -1,942 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,890 shares; 2024Q4: 166,879 shares; 2025Q1: 174,388 shares; 2025Q2: 162,398 shares; 2025Q3: 178,301 shares; 2025Q4: 185,319 shares; 2026Q1: 205,072 shares 205,072 $4.78M 0.01% +19,753 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,512 shares; 2024Q4: 34,338 shares; 2025Q1: 35,771 shares; 2025Q2: 38,477 shares; 2025Q3: 41,751 shares; 2025Q4: 44,429 shares; 2026Q1: 36,236 shares 36,236 $4.75M 0.01% -8,193 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,150 shares; 2024Q4: 126,680 shares; 2025Q1: 80,517 shares; 2025Q2: 91,814 shares; 2025Q3: 101,161 shares; 2025Q4: 102,817 shares; 2026Q1: 108,003 shares 108,003 $4.71M 0.01% +5,186 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,186 shares; 2024Q4: 10,033 shares; 2025Q1: 10,641 shares; 2025Q2: 11,543 shares; 2025Q3: 11,918 shares; 2025Q4: 16,033 shares; 2026Q1: 14,207 shares 14,207 $4.7M 0.01% -1,826 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,383 shares; 2024Q4: 153,127 shares; 2025Q1: 154,649 shares; 2025Q2: 168,342 shares; 2025Q3: 192,841 shares; 2025Q4: 199,920 shares; 2026Q1: 218,592 shares 218,592 $4.69M 0.01% +18,672 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,718 shares; 2024Q4: 22,447 shares; 2025Q1: 22,813 shares; 2025Q2: 21,175 shares; 2025Q3: 20,153 shares; 2025Q4: 21,985 shares; 2026Q1: 23,203 shares 23,203 $4.68M 0.01% +1,218 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,626 shares; 2024Q4: 104,959 shares; 2025Q1: 112,122 shares; 2025Q2: 101,819 shares; 2025Q3: 106,171 shares; 2025Q4: 114,534 shares; 2026Q1: 125,728 shares 125,728 $4.68M 0.01% +11,194 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 42 shares; 2025Q4: 188,510 shares; 2026Q1: 155,864 shares 155,864 $4.67M 0.01% -32,646 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,110 shares; 2024Q4: 47,449 shares; 2025Q1: 66,692 shares; 2025Q2: 83,232 shares; 2025Q3: 86,597 shares; 2025Q4: 288,666 shares; 2026Q1: 68,515 shares 68,515 $4.67M 0.01% -220,151 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: 1,359 shares; 2024Q4: 1,833 shares; 2025Q1: 1,740 shares; 2025Q2: 1,893 shares; 2025Q3: 2,095 shares; 2025Q4: 3,682 shares; 2026Q1: 91,163 shares 91,163 $4.63M 0.01% +87,481 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,626 shares; 2025Q1: 9,026 shares; 2025Q2: 11,141 shares; 2025Q3: 9,751 shares; 2025Q4: 10,646 shares; 2026Q1: 10,874 shares 10,874 $4.63M 0.01% +228 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: 63,751 shares; 2024Q4: 68,826 shares; 2025Q1: 69,256 shares; 2025Q2: 86,597 shares; 2025Q3: 94,748 shares; 2025Q4: 108,665 shares; 2026Q1: 101,318 shares 101,318 $4.61M 0.01% -7,347 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: 19,841 shares; 2024Q4: 20,475 shares; 2025Q1: 21,752 shares; 2025Q2: 37,048 shares; 2025Q3: 52,427 shares; 2025Q4: 53,496 shares; 2026Q1: 56,235 shares 56,235 $4.61M 0.01% +2,739 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: 91,292 shares; 2024Q4: 98,395 shares; 2025Q1: 107,377 shares; 2025Q2: 105,542 shares; 2025Q3: 116,184 shares; 2025Q4: 115,411 shares; 2026Q1: 126,363 shares 126,363 $4.56M 0.01% +10,952 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,534 shares; 2026Q1: 127,284 shares 127,284 $4.55M 0.01% +27,750 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,854 shares; 2024Q4: 110,265 shares; 2025Q1: 110,657 shares; 2025Q2: 38,320 shares; 2025Q3: 38,336 shares; 2025Q4: 200,518 shares; 2026Q1: 206,597 shares 206,597 $4.53M 0.01% +6,079 Timeline DXIV 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: 46,358 shares; 2025Q3: 58,760 shares; 2025Q4: 61,787 shares; 2026Q1: 67,087 shares 67,087 $4.53M 0.01% +5,300 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: 13,692 shares; 2024Q4: 4,464 shares; 2025Q1: 4,374 shares; 2025Q2: 51,691 shares; 2025Q3: 88,374 shares; 2025Q4: 111,731 shares; 2026Q1: 399,352 shares 399,352 $4.5M 0.01% +287,621 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: 1,488 shares; 2024Q4: 1,263 shares; 2025Q1: 5,868 shares; 2025Q2: 5,732 shares; 2025Q3: 10,229 shares; 2025Q4: 10,402 shares; 2026Q1: 16,445 shares 16,445 $4.5M 0.01% +6,043 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632 shares; 2024Q4: 469 shares; 2025Q1: 2,224 shares; 2025Q2: 3,364 shares; 2025Q3: 3,619 shares; 2025Q4: 25,702 shares; 2026Q1: 19,932 shares 19,932 $4.49M 0.01% -5,770 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 13 shares; 2025Q3: 8,506 shares; 2025Q4: 11,794 shares; 2026Q1: 13,960 shares 13,960 $4.49M 0.01% +2,166 Timeline IVE 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: 857 shares; 2024Q4: 5,022 shares; 2025Q1: 7,165 shares; 2025Q2: 21,138 shares; 2025Q3: 17,323 shares; 2025Q4: 22,567 shares; 2026Q1: 21,213 shares 21,213 $4.48M 0.01% -1,354 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,162 shares; 2024Q4: 18,820 shares; 2025Q1: 17,612 shares; 2025Q2: 17,172 shares; 2025Q3: 19,478 shares; 2025Q4: 144,553 shares; 2026Q1: 167,214 shares 167,214 $4.47M 0.01% +22,661 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: 828 shares; 2024Q4: 12,706 shares; 2025Q1: 14,936 shares; 2025Q2: 47,436 shares; 2025Q3: 81,979 shares; 2025Q4: 135,634 shares; 2026Q1: 210,750 shares 210,750 $4.46M 0.01% +75,116 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,309 shares; 2024Q4: 125,641 shares; 2025Q1: 132,029 shares; 2025Q2: 145,575 shares; 2025Q3: 157,685 shares; 2025Q4: 169,081 shares; 2026Q1: 171,649 shares 171,649 $4.45M 0.01% +2,568 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144,128 shares; 2025Q2: 126,033 shares; 2025Q3: 139,793 shares; 2025Q4: 103,147 shares; 2026Q1: 155,174 shares 155,174 $4.43M 0.01% +52,027 Timeline STIP 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: 126 shares; 2024Q4: 578,648 shares; 2025Q1: 855,388 shares; 2025Q2: 836,908 shares; 2025Q3: 841,744 shares; 2025Q4: 452,502 shares; 2026Q1: 42,584 shares 42,584 $4.4M 0.01% -409,918 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: 595 shares; 2024Q4: 3,827 shares; 2025Q1: 5,855 shares; 2025Q2: 14,674 shares; 2025Q3: 27,175 shares; 2025Q4: 47,456 shares; 2026Q1: 53,273 shares 53,273 $4.39M 0.01% +5,817 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,470 shares; 2024Q4: 1,786 shares; 2025Q1: 1,697 shares; 2025Q2: 2,189 shares; 2025Q3: 6,215 shares; 2025Q4: 6,383 shares; 2026Q1: 7,264 shares 7,264 $4.39M 0.01% +881 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,802 shares; 2024Q4: 63,929 shares; 2025Q1: 67,174 shares; 2025Q2: 80,999 shares; 2025Q3: 84,363 shares; 2025Q4: 85,054 shares; 2026Q1: 71,233 shares 71,233 $4.36M 0.01% -13,821 Timeline NUBD 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: 120,270 shares; 2024Q4: 131,829 shares; 2025Q1: 147,684 shares; 2025Q2: 148,439 shares; 2025Q3: 173,755 shares; 2025Q4: 185,683 shares; 2026Q1: 196,158 shares 196,158 $4.36M 0.01% +10,475 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,316 shares; 2024Q4: 119,064 shares; 2025Q1: 124,022 shares; 2025Q2: 101,926 shares; 2025Q3: 77,643 shares; 2025Q4: 77,523 shares; 2026Q1: 78,747 shares 78,747 $4.35M 0.01% +1,224 Timeline BBHY 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: 311,316 shares; 2024Q4: 260,809 shares; 2025Q1: 250,256 shares; 2025Q2: 140,512 shares; 2025Q3: 144,916 shares; 2025Q4: 144,794 shares; 2026Q1: 94,378 shares 94,378 $4.33M 0.01% -50,416 Timeline JFLI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,801 shares 84,801 $4.25M 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 79 shares; 2025Q2: 441 shares; 2025Q3: 3,986 shares; 2025Q4: 21,511 shares; 2026Q1: 13,448 shares 13,448 $4.23M 0.01% -8,063 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: 5,829 shares; 2024Q4: 6,779 shares; 2025Q1: 6,689 shares; 2025Q2: 7,145 shares; 2025Q3: 7,011 shares; 2025Q4: 6,842 shares; 2026Q1: 6,199 shares 6,199 $4.22M 0.01% -643 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,982 shares; 2024Q4: 86,167 shares; 2025Q1: 86,539 shares; 2025Q2: 95,720 shares; 2025Q3: 122,218 shares; 2025Q4: 156,120 shares; 2026Q1: 227,616 shares 227,616 $4.22M 0.01% +71,496 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 11,369 shares; 2025Q1: 11,260 shares; 2025Q2: 12,060 shares; 2025Q3: 12,681 shares; 2025Q4: 15,193 shares; 2026Q1: 20,380 shares 20,380 $4.2M 0.01% +5,187 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 62 shares; 2025Q1: 78 shares; 2025Q2: 390 shares; 2025Q3: 448 shares; 2025Q4: 597 shares; 2026Q1: 21,238 shares 21,238 $4.19M 0.01% +20,641 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,056 shares; 2024Q4: 154,124 shares; 2025Q1: 181,266 shares; 2025Q2: 188,641 shares; 2025Q3: 187,514 shares; 2025Q4: 187,941 shares; 2026Q1: 87,406 shares 87,406 $4.18M 0.01% -100,535 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: 49,225 shares; 2024Q4: 122 shares; 2025Q1: 52 shares; 2025Q2: 174 shares; 2025Q3: 1,753 shares; 2025Q4: 5,860 shares; 2026Q1: 271,653 shares 271,653 $4.18M 0.01% +265,793 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,086 shares; 2024Q4: 33,167 shares; 2025Q1: 34,126 shares; 2025Q2: 24,831 shares; 2025Q3: 23,458 shares; 2025Q4: 22,458 shares; 2026Q1: 20,264 shares 20,264 $4.14M 0.01% -2,194 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 6,648 shares; 2025Q1: 4,035 shares; 2025Q2: 5,235 shares; 2025Q3: 6,051 shares; 2025Q4: 7,042 shares; 2026Q1: 7,531 shares 7,531 $4.13M 0.01% +489 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,850 shares; 2025Q4: 36,253 shares; 2026Q1: 58,159 shares 58,159 $4.12M 0.01% +21,906 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,350 shares; 2024Q4: 14,037 shares; 2025Q1: 22,492 shares; 2025Q2: 22,921 shares; 2025Q3: 23,184 shares; 2025Q4: 26,996 shares; 2026Q1: 18,218 shares 18,218 $4.12M 0.01% -8,778 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,343 shares; 2024Q4: 8,928 shares; 2025Q1: 9,115 shares; 2025Q2: 12,607 shares; 2025Q3: 15,346 shares; 2025Q4: 16,802 shares; 2026Q1: 24,248 shares 24,248 $4.1M 0.01% +7,446 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: 15,199 shares; 2024Q4: 16,754 shares; 2025Q1: 18,613 shares; 2025Q2: 19,250 shares; 2025Q3: 16,314 shares; 2025Q4: 17,908 shares; 2026Q1: 19,323 shares 19,323 $4.08M 0.01% +1,415 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,983 shares; 2024Q4: 62,259 shares; 2025Q1: 70,566 shares; 2025Q2: 65,516 shares; 2025Q3: 78,408 shares; 2025Q4: 86,957 shares; 2026Q1: 76,546 shares 76,546 $4.07M 0.01% -10,411 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 5,363 shares; 2025Q1: 6,003 shares; 2025Q2: 2,909 shares; 2025Q3: 2,893 shares; 2025Q4: 2,880 shares; 2026Q1: 2,147 shares 2,147 $4.05M 0.01% -733 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 1,113 shares; 2025Q3: 571 shares; 2025Q4: 60,138 shares; 2026Q1: 72,683 shares 72,683 $4.04M 0.01% +12,545 Timeline IVVW 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: 89,850 shares; 2024Q4: 90,135 shares; 2025Q1: 89,243 shares; 2025Q2: 89,868 shares; 2025Q3: 89,410 shares; 2025Q4: 89,580 shares; 2026Q1: 92,341 shares 92,341 $4.03M 0.01% +2,761 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,673 shares 79,673 $4.03M 0.01% new Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,206,720 shares; 2025Q1: 1,084,192 shares; 2025Q2: 1,100,147 shares; 2025Q3: 1,050,718 shares; 2025Q4: 984,339 shares; 2026Q1: 63,806 shares 63,806 $4.02M 0.01% -920,533 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 342 shares; 2025Q1: 335 shares; 2025Q2: 976 shares; 2025Q3: 1,895 shares; 2025Q4: 19,202 shares; 2026Q1: 42,597 shares 42,597 $4.01M 0.01% +23,395 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: 41,509 shares; 2024Q4: 46,834 shares; 2025Q1: 48,643 shares; 2025Q2: 54,550 shares; 2025Q3: 52,859 shares; 2025Q4: 52,608 shares; 2026Q1: 36,715 shares 36,715 $4.01M 0.01% -15,893 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,436 shares; 2024Q4: 87,481 shares; 2025Q1: 91,414 shares; 2025Q2: 136,461 shares; 2025Q3: 112,984 shares; 2025Q4: 62,767 shares; 2026Q1: 71,758 shares 71,758 $4M 0.01% +8,991 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: 45,964 shares; 2024Q4: 51,938 shares; 2025Q1: 20,683 shares; 2025Q2: 34,363 shares; 2025Q3: 44,952 shares; 2025Q4: 78,004 shares; 2026Q1: 102,252 shares 102,252 $4M 0.01% +24,248 Timeline SCHH 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: 745 shares; 2024Q4: 3,064 shares; 2025Q1: 5,299 shares; 2025Q2: 2,481 shares; 2025Q3: 161,586 shares; 2025Q4: 186,711 shares; 2026Q1: 185,356 shares 185,356 $3.98M 0.01% -1,355 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,745 shares; 2024Q4: 302,287 shares; 2025Q1: 3,527,911 shares; 2025Q2: 188,651 shares; 2025Q3: 180,756 shares; 2025Q4: 164,140 shares; 2026Q1: 159,021 shares 159,021 $3.98M 0.01% -5,119 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,259 shares; 2024Q4: 955 shares; 2025Q1: 1,014 shares; 2025Q2: 17,172 shares; 2025Q3: 35,898 shares; 2025Q4: 67,850 shares; 2026Q1: 59,330 shares 59,330 $3.95M 0.01% -8,520 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 4,038 shares; 2025Q1: 5,704 shares; 2025Q2: 11,300 shares; 2025Q3: 15,862 shares; 2025Q4: 25,592 shares; 2026Q1: 35,515 shares 35,515 $3.94M 0.01% +9,923 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,849 shares; 2024Q4: 6,373 shares; 2025Q1: 11,376 shares; 2025Q2: 24,896 shares; 2025Q3: 21,647 shares; 2025Q4: 22,956 shares; 2026Q1: 22,772 shares 22,772 $3.94M 0.01% -184 Timeline BGRN 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: 52,021 shares; 2024Q4: 59,139 shares; 2025Q1: 65,807 shares; 2025Q2: 67,385 shares; 2025Q3: 71,016 shares; 2025Q4: 74,988 shares; 2026Q1: 82,594 shares 82,594 $3.92M 0.01% +7,606 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,396 shares; 2024Q4: 154,829 shares; 2025Q1: 180,278 shares; 2025Q2: 228,345 shares; 2025Q3: 251,694 shares; 2025Q4: 235,489 shares; 2026Q1: 250,295 shares 250,295 $3.92M 0.01% +14,806 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,153 shares; 2024Q4: 104,026 shares; 2025Q1: 123,655 shares; 2025Q2: 123,095 shares; 2025Q3: 166,027 shares; 2025Q4: 187,223 shares; 2026Q1: 231,057 shares 231,057 $3.88M 0.01% +43,834 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,263 shares; 2024Q4: 46,572 shares; 2025Q1: 46,382 shares; 2025Q2: 45,497 shares; 2025Q3: 44,871 shares; 2025Q4: 44,074 shares; 2026Q1: 43,028 shares 43,028 $3.84M 0.01% -1,046 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,118 shares; 2025Q1: 3,311 shares; 2025Q2: 3,498 shares; 2025Q3: 4,259 shares; 2025Q4: 5,391 shares; 2026Q1: 5,935 shares 5,935 $3.8M 0.01% +544 Timeline DXUV 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: 40,390 shares; 2025Q3: 52,053 shares; 2025Q4: 59,706 shares; 2026Q1: 63,780 shares 63,780 $3.79M 0.01% +4,074 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,168 shares; 2024Q4: 88,010 shares; 2025Q1: 89,666 shares; 2025Q2: 84,727 shares; 2025Q3: 93,315 shares; 2025Q4: 94,629 shares; 2026Q1: 100,623 shares 100,623 $3.77M 0.01% +5,994 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 1,557 shares; 2025Q1: 17,527 shares; 2025Q2: 45,281 shares; 2025Q3: 54,031 shares; 2025Q4: 56,808 shares; 2026Q1: 74,246 shares 74,246 $3.76M 0.01% +17,438 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,408 shares; 2024Q4: 39,467 shares; 2025Q1: 46,720 shares; 2025Q2: 50,244 shares; 2025Q3: 57,759 shares; 2025Q4: 48,679 shares; 2026Q1: 59,706 shares 59,706 $3.74M 0.01% +11,027 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,535 shares; 2025Q1: 3,133 shares; 2025Q2: 4,056 shares; 2025Q3: 4,485 shares; 2025Q4: 4,781 shares; 2026Q1: 25,490 shares 25,490 $3.73M 0.01% +20,709 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 285,883 shares; 2025Q1: 282,003 shares; 2025Q2: 292,949 shares; 2025Q3: 292,845 shares; 2025Q4: 304,308 shares; 2026Q1: 126,084 shares 126,084 $3.72M 0.01% -178,224 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: 5,315 shares; 2024Q4: 8,144 shares; 2025Q1: 8,621 shares; 2025Q2: 9,747 shares; 2025Q3: 10,052 shares; 2025Q4: 11,048 shares; 2026Q1: 8,699 shares 8,699 $3.69M 0.01% -2,349 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,282 shares; 2025Q1: 3,314 shares; 2025Q2: 3,455 shares; 2025Q3: 3,754 shares; 2025Q4: 4,591 shares; 2026Q1: 4,631 shares 4,631 $3.66M 0.01% +40 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,588 shares; 2024Q4: 7,329 shares; 2025Q1: 7,886 shares; 2025Q2: 8,730 shares; 2025Q3: 17,372 shares; 2025Q4: 19,334 shares; 2026Q1: 20,235 shares 20,235 $3.64M 0.01% +901 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,888 shares; 2025Q1: 6,897 shares; 2025Q2: 7,698 shares; 2025Q3: 7,748 shares; 2025Q4: 7,471 shares; 2026Q1: 7,420 shares 7,420 $3.64M 0.01% -51 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,723 shares; 2024Q4: 131,226 shares; 2025Q1: 142,419 shares; 2025Q2: 164,988 shares; 2025Q3: 177,879 shares; 2025Q4: 43,155 shares; 2026Q1: 45,354 shares 45,354 $3.63M 0.01% +2,199 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: 45,249 shares; 2024Q4: 46,710 shares; 2025Q1: 46,397 shares; 2025Q2: 49,579 shares; 2025Q3: 51,083 shares; 2025Q4: 60,155 shares; 2026Q1: 17,354 shares 17,354 $3.6M 0.01% -42,801 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,218 shares; 2024Q4: 50,419 shares; 2025Q1: 51,433 shares; 2025Q2: 57,358 shares; 2025Q3: 57,478 shares; 2025Q4: 64,675 shares; 2026Q1: 51,804 shares 51,804 $3.59M 0.01% -12,871 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: 129 shares; 2024Q4: 18,859 shares; 2025Q1: 1,544,000 shares; 2025Q2: 1,604,159 shares; 2025Q3: 144,660 shares; 2025Q4: 150,529 shares; 2026Q1: 144,058 shares 144,058 $3.59M 0.01% -6,471 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,573 shares; 2024Q4: 20,120 shares; 2025Q1: 20,919 shares; 2025Q2: 23,225 shares; 2025Q3: 24,539 shares; 2025Q4: 25,793 shares; 2026Q1: 28,112 shares 28,112 $3.58M 0.01% +2,319 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 179 shares; 2025Q1: 309 shares; 2025Q2: 600 shares; 2025Q3: 2,701 shares; 2025Q4: 2,653 shares; 2026Q1: 2,577 shares 2,577 $3.55M 0.01% -76 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,353 shares; 2024Q4: 11,154 shares; 2025Q1: 14,340 shares; 2025Q2: 16,700 shares; 2025Q3: 16,664 shares; 2025Q4: 17,401 shares; 2026Q1: 17,546 shares 17,546 $3.51M 0.01% +145 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: 1,865 shares; 2024Q4: 2,076 shares; 2025Q1: 49,959 shares; 2025Q2: 57,955 shares; 2025Q3: 53,195 shares; 2025Q4: 103,544 shares; 2026Q1: 121,220 shares 121,220 $3.48M 0.01% +17,676 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,299 shares; 2024Q4: 36,784 shares; 2025Q1: 45,290 shares; 2025Q2: 50,569 shares; 2025Q3: 49,790 shares; 2025Q4: 52,647 shares; 2026Q1: 40,701 shares 40,701 $3.44M 0.01% -11,946 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: 406 shares; 2024Q4: 64,577 shares; 2025Q1: 49,881 shares; 2025Q2: 91,073 shares; 2025Q3: 87,804 shares; 2025Q4: 58,277 shares; 2026Q1: 61,186 shares 61,186 $3.44M 0.01% +2,909 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,687 shares; 2024Q4: 42,055 shares; 2025Q1: 55,803 shares; 2025Q2: 57,821 shares; 2025Q3: 78,297 shares; 2025Q4: 97,765 shares; 2026Q1: 84,711 shares 84,711 $3.44M 0.01% -13,054 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,279 shares; 2024Q4: 35,677 shares; 2025Q1: 38,570 shares; 2025Q2: 39,675 shares; 2025Q3: 37,344 shares; 2025Q4: 37,235 shares; 2026Q1: 55,038 shares 55,038 $3.44M 0.01% +17,803 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: 67,602 shares; 2024Q4: 70,215 shares; 2025Q1: 69,059 shares; 2025Q2: 108,112 shares; 2025Q3: 156,870 shares; 2025Q4: 157,876 shares; 2026Q1: 143,860 shares 143,860 $3.43M 0.01% -14,016 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,580 shares; 2024Q4: 51,077 shares; 2025Q1: 51,923 shares; 2025Q2: 61,946 shares; 2025Q3: 79,596 shares; 2025Q4: 86,319 shares; 2026Q1: 36,453 shares 36,453 $3.39M 0.01% -49,866 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: 90 shares; 2025Q4: 220 shares; 2026Q1: 25,738 shares 25,738 $3.37M 0.01% +25,518 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,060 shares; 2025Q3: 95,969 shares; 2025Q4: 72,578 shares; 2026Q1: 65,953 shares 65,953 $3.36M 0.01% -6,625 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 9,285 shares; 2025Q4: 64,047 shares; 2026Q1: 81,892 shares 81,892 $3.34M 0.01% +17,845 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630 shares; 2025Q1: 625 shares; 2025Q2: 1,096 shares; 2025Q3: 1,269 shares; 2025Q4: 2,003 shares; 2026Q1: 74,318 shares 74,318 $3.32M 0.01% +72,315 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,274 shares; 2024Q4: 31,634 shares; 2025Q1: 32,110 shares; 2025Q2: 32,106 shares; 2025Q3: 34,040 shares; 2025Q4: 34,254 shares; 2026Q1: 35,357 shares 35,357 $3.31M 0.01% +1,103 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,276 shares; 2024Q4: 23,916 shares; 2025Q1: 23,699 shares; 2025Q2: 27,859 shares; 2025Q3: 29,940 shares; 2025Q4: 28,336 shares; 2026Q1: 28,091 shares 28,091 $3.29M 0.01% -245 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,359 shares; 2024Q4: 55,250 shares; 2025Q1: 57,582 shares; 2025Q2: 61,820 shares; 2025Q3: 63,543 shares; 2025Q4: 66,619 shares; 2026Q1: 144,696 shares 144,696 $3.25M 0.01% +78,077 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: 484 shares; 2024Q4: 450 shares; 2025Q1: 186 shares; 2025Q2: 131 shares; 2025Q3: 143 shares; 2025Q4: 146 shares; 2026Q1: 14,225 shares 14,225 $3.25M 0.01% +14,079 Timeline CGSM 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: 64,227 shares; 2024Q4: 72,100 shares; 2025Q1: 73,775 shares; 2025Q2: 113,700 shares; 2025Q3: 119,059 shares; 2025Q4: 131,774 shares; 2026Q1: 122,757 shares 122,757 $3.23M 0.01% -9,017 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: 59,927 shares; 2024Q4: 83,875 shares; 2025Q1: 70,850 shares; 2025Q2: 90,775 shares; 2025Q3: 118,128 shares; 2025Q4: 130,798 shares; 2026Q1: 43,268 shares 43,268 $3.22M 0.01% -87,530 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,311 shares; 2024Q4: 56,577 shares; 2025Q1: 70,990 shares; 2025Q2: 61,765 shares; 2025Q3: 64,726 shares; 2025Q4: 82,098 shares; 2026Q1: 79,943 shares 79,943 $3.22M 0.01% -2,155 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,162 shares; 2024Q4: 60,373 shares; 2025Q1: 2,688 shares; 2025Q2: 3,547 shares; 2025Q3: 56,769 shares; 2025Q4: 26,148 shares; 2026Q1: 16,924 shares 16,924 $3.21M 0.01% -9,224 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,770 shares; 2025Q1: 2,687 shares; 2025Q2: 2,862 shares; 2025Q3: 3,202 shares; 2025Q4: 8,789 shares; 2026Q1: 63,325 shares 63,325 $3.16M 0.01% +54,536 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,678 shares; 2024Q4: 102,174 shares; 2025Q1: 99,635 shares; 2025Q2: 117,333 shares; 2025Q3: 124,541 shares; 2025Q4: 119,747 shares; 2026Q1: 126,478 shares 126,478 $3.14M 0.01% +6,731 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,386 shares; 2024Q4: 60,039 shares; 2025Q1: 48,012 shares; 2025Q2: 50,338 shares; 2025Q3: 53,951 shares; 2025Q4: 61,355 shares; 2026Q1: 62,520 shares 62,520 $3.11M 0.01% +1,165 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 522 shares; 2025Q1: 631 shares; 2025Q2: 4,560 shares; 2025Q3: 4,915 shares; 2025Q4: 6,726 shares; 2026Q1: 7,936 shares 7,936 $3.1M 0.01% +1,210 Timeline SGOV 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: 11,710 shares; 2024Q4: 36,932 shares; 2025Q1: 78,199 shares; 2025Q2: 43,071 shares; 2025Q3: 36,883 shares; 2025Q4: 55,220 shares; 2026Q1: 30,757 shares 30,757 $3.1M 0.01% -24,463 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,773 shares; 2024Q4: 36,144 shares; 2025Q1: 3,523 shares; 2025Q2: 2,344 shares; 2025Q3: 26,043 shares; 2025Q4: 13,383 shares; 2026Q1: 9,777 shares 9,777 $3.07M 0.01% -3,606 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,576 shares; 2024Q4: 68,392 shares; 2025Q1: 42,534 shares; 2025Q2: 51,129 shares; 2025Q3: 15,710 shares; 2025Q4: 16,452 shares; 2026Q1: 27,545 shares 27,545 $3.07M 0.01% +11,093 Timeline IGF 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: 91 shares; 2024Q4: 83 shares; 2025Q1: 84 shares; 2025Q2: 1,408,974 shares; 2025Q3: 1,343,281 shares; 2025Q4: 53,346 shares; 2026Q1: 45,764 shares 45,764 $3.07M 0.01% -7,582 Timeline EFA 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: 10,060 shares; 2024Q4: 31,316 shares; 2025Q1: 10,442 shares; 2025Q2: 11,351 shares; 2025Q3: 24,837 shares; 2025Q4: 33,348 shares; 2026Q1: 31,463 shares 31,463 $3.06M 0.01% -1,885 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,316 shares; 2025Q3: 21,879 shares; 2025Q4: 58,579 shares; 2026Q1: 92,165 shares 92,165 $3.05M 0.01% +33,586 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 975 shares; 2024Q4: 888 shares; 2025Q1: 993 shares; 2025Q2: 7,911 shares; 2025Q3: 1,713 shares; 2025Q4: 18,654 shares; 2026Q1: 25,131 shares 25,131 $3.04M 0.01% +6,477 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,608 shares; 2024Q4: 9,959 shares; 2025Q1: 10,800 shares; 2025Q2: 11,174 shares; 2025Q3: 11,926 shares; 2025Q4: 11,398 shares; 2026Q1: 11,825 shares 11,825 $3.01M 0.01% +427 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: 13,410 shares; 2024Q4: 17,470 shares; 2025Q1: 16,907 shares; 2025Q2: 18,594 shares; 2025Q3: 14,591 shares; 2025Q4: 15,088 shares; 2026Q1: 13,626 shares 13,626 $3.01M 0.01% -1,462 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,743 shares; 2024Q4: 109,774 shares; 2025Q1: 170,461 shares; 2025Q2: 213,271 shares; 2025Q3: 40,608 shares; 2025Q4: 31,476 shares; 2026Q1: 25,413 shares 25,413 $3M 0.01% -6,063 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 7,210 shares; 2025Q1: 8,934 shares; 2025Q2: 31,148 shares; 2025Q3: 31,444 shares; 2025Q4: 45,522 shares; 2026Q1: 132,320 shares 132,320 $2.99M 0.01% +86,798 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: 18,311 shares; 2024Q4: 97,405 shares; 2025Q1: 108,696 shares; 2025Q2: 165,229 shares; 2025Q3: 97,251 shares; 2025Q4: 123,939 shares; 2026Q1: 32,422 shares 32,422 $2.95M 0.01% -91,517 Timeline DFIP 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: 73,475 shares; 2025Q3: 73,036 shares; 2025Q4: 72,128 shares; 2026Q1: 70,663 shares 70,663 $2.95M 0.01% -1,465 Timeline FTXO 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: 456 shares; 2024Q4: 110,408 shares; 2025Q1: 116,049 shares; 2025Q2: 141,526 shares; 2025Q3: 144,646 shares; 2025Q4: 102,276 shares; 2026Q1: 79,860 shares 79,860 $2.89M 0.01% -22,416 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,774 shares; 2025Q1: 29,976 shares; 2025Q2: 43,186 shares; 2025Q3: 41,822 shares; 2025Q4: 41,926 shares; 2026Q1: 43,299 shares 43,299 $2.88M 0.01% +1,373 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,270 shares; 2025Q1: 1,545 shares; 2025Q2: 2,084 shares; 2025Q3: 1,715 shares; 2025Q4: 1,785 shares; 2026Q1: 9,645 shares 9,645 $2.87M 0.01% +7,860 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 84 shares; 2025Q2: 44,628 shares; 2025Q3: 68,376 shares; 2025Q4: 73,645 shares; 2026Q1: 50,560 shares 50,560 $2.86M 0.01% -23,085 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,105 shares; 2024Q4: 60,368 shares; 2025Q1: 72,733 shares; 2025Q2: 74,194 shares; 2025Q3: 71,735 shares; 2025Q4: 66,398 shares; 2026Q1: 60,932 shares 60,932 $2.86M 0.01% -5,466 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: 11,014 shares; 2024Q4: 11,664 shares; 2025Q1: 15,227 shares; 2025Q2: 21,023 shares; 2025Q3: 21,349 shares; 2025Q4: 25,474 shares; 2026Q1: 26,644 shares 26,644 $2.85M 0.01% +1,170 Timeline HYXF 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: 33,050 shares; 2024Q4: 37,415 shares; 2025Q1: 41,533 shares; 2025Q2: 44,779 shares; 2025Q3: 47,458 shares; 2025Q4: 49,568 shares; 2026Q1: 60,767 shares 60,767 $2.81M 0.01% +11,199 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 608 shares; 2025Q1: 1,434 shares; 2025Q2: 1,111 shares; 2025Q3: 3,619 shares; 2025Q4: 15,010 shares; 2026Q1: 12,853 shares 12,853 $2.81M 0.01% -2,157 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,141 shares; 2024Q4: 6,501 shares; 2025Q1: 8,992 shares; 2025Q2: 16,454 shares; 2025Q3: 20,642 shares; 2025Q4: 25,597 shares; 2026Q1: 31,076 shares 31,076 $2.81M 0.01% +5,479 Timeline USSG 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: 95 shares; 2024Q4: 2,958 shares; 2025Q1: 5,442 shares; 2025Q2: 40,417 shares; 2025Q3: 42,831 shares; 2025Q4: 43,167 shares; 2026Q1: 47,008 shares 47,008 $2.81M 0.01% +3,841 Timeline CGIB 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: 5,580 shares; 2025Q3: 39,043 shares; 2025Q4: 77,133 shares; 2026Q1: 110,827 shares 110,827 $2.8M 0.01% +33,694 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 70,106 shares 70,106 $2.79M 0.01% new Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,009 shares; 2024Q4: 62,597 shares; 2025Q1: 63,146 shares; 2025Q2: 67,588 shares; 2025Q3: 58,708 shares; 2025Q4: 54,348 shares; 2026Q1: 53,664 shares 53,664 $2.78M 0.01% -684 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,555 shares; 2024Q4: 26,792 shares; 2025Q1: 28,411 shares; 2025Q2: 29,470 shares; 2025Q3: 31,469 shares; 2025Q4: 35,224 shares; 2026Q1: 37,297 shares 37,297 $2.76M 0.01% +2,073 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 17,385 shares; 2025Q1: 13,734 shares; 2025Q2: 15,011 shares; 2025Q3: 18,246 shares; 2025Q4: 18,168 shares; 2026Q1: 19,314 shares 19,314 $2.75M 0.01% +1,146 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,041 shares; 2024Q4: 63,525 shares; 2025Q1: 34,148 shares; 2025Q2: 76,913 shares; 2025Q3: 80,300 shares; 2025Q4: 79,670 shares; 2026Q1: 18,963 shares 18,963 $2.73M 0.01% -60,707 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,533 shares; 2024Q4: 36,684 shares; 2025Q1: 27,456 shares; 2025Q2: 32,410 shares; 2025Q3: 36,771 shares; 2025Q4: 41,474 shares; 2026Q1: 40,290 shares 40,290 $2.72M 0.01% -1,184 Timeline HYDB 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: 591,870 shares; 2024Q4: 589,828 shares; 2025Q1: 605,844 shares; 2025Q2: 223,929 shares; 2025Q3: 216,455 shares; 2025Q4: 76,863 shares; 2026Q1: 58,378 shares 58,378 $2.72M 0.01% -18,485 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 12,362 shares; 2025Q1: 13,570 shares; 2025Q2: 460 shares; 2025Q3: 468 shares; 2025Q4: 479 shares; 2026Q1: 60,105 shares 60,105 $2.71M 0.01% +59,626 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,326 shares; 2024Q4: 7,875 shares; 2025Q1: 8,148 shares; 2025Q2: 9,840 shares; 2025Q3: 11,845 shares; 2025Q4: 11,390 shares; 2026Q1: 10,857 shares 10,857 $2.7M 0.01% -533 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 18,889 shares; 2025Q1: 19,961 shares; 2025Q2: 53,345 shares; 2025Q3: 49,214 shares; 2025Q4: 68,645 shares; 2026Q1: 69,773 shares 69,773 $2.67M 0.01% +1,128 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,533 shares; 2024Q4: 8,030 shares; 2025Q1: 35,469 shares; 2025Q2: 41,430 shares; 2025Q3: 14,944 shares; 2025Q4: 12,993 shares; 2026Q1: 10,599 shares 10,599 $2.66M 0.01% -2,394 Timeline IBMO 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: 365 shares; 2024Q4: 2,240 shares; 2025Q1: 8,590 shares; 2025Q2: 36,944 shares; 2025Q3: 69,684 shares; 2025Q4: 95,202 shares; 2026Q1: 103,591 shares 103,591 $2.66M 0.01% +8,389 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,674 shares; 2024Q4: 38,380 shares; 2025Q1: 26,956 shares; 2025Q2: 46,568 shares; 2025Q3: 54,117 shares; 2025Q4: 79,587 shares; 2026Q1: 100,797 shares 100,797 $2.65M 0.01% +21,210 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,911 shares; 2025Q2: 59,524 shares; 2025Q3: 57,664 shares; 2025Q4: 53,429 shares; 2026Q1: 52,625 shares 52,625 $2.65M 0.01% -804 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,373 shares; 2024Q4: 27,522 shares; 2025Q1: 28,514 shares; 2025Q2: 27,823 shares; 2025Q3: 27,802 shares; 2025Q4: 26,367 shares; 2026Q1: 35,780 shares 35,780 $2.64M 0.01% +9,413 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,450 shares; 2025Q1: 1,299 shares; 2025Q2: 1,371 shares; 2025Q3: 1,018 shares; 2025Q4: 932 shares; 2026Q1: 7,742 shares 7,742 $2.62M 0.01% +6,810 Timeline CGCP 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: 9,837 shares; 2025Q3: 44,075 shares; 2025Q4: 88,313 shares; 2026Q1: 116,158 shares 116,158 $2.59M 0.01% +27,845 Timeline CGMS 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: 4,952 shares; 2025Q2: 256,056 shares; 2025Q3: 289,878 shares; 2025Q4: 95,419 shares; 2026Q1: 94,265 shares 94,265 $2.57M 0.01% -1,154 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,397 shares; 2025Q1: 68,848 shares; 2025Q2: 171,943 shares; 2025Q3: 318,818 shares; 2025Q4: 540,269 shares; 2026Q1: 872,694 shares 872,694 $2.55M 0.01% +332,425 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,834 shares; 2024Q4: 188,975 shares; 2025Q1: 197,196 shares; 2025Q2: 208,759 shares; 2025Q3: 205,503 shares; 2025Q4: 18,104 shares; 2026Q1: 16,692 shares 16,692 $2.55M 0.01% -1,412 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,990 shares; 2024Q4: 32,335 shares; 2025Q1: 32,119 shares; 2025Q2: 29,955 shares; 2025Q3: 30,988 shares; 2025Q4: 28,416 shares; 2026Q1: 27,377 shares 27,377 $2.54M 0.01% -1,039 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,164 shares; 2024Q4: 63,556 shares; 2025Q1: 69,211 shares; 2025Q2: 45,274 shares; 2025Q3: 49,356 shares; 2025Q4: 59,235 shares; 2026Q1: 65,104 shares 65,104 $2.54M 0.01% +5,869 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: 72,245 shares; 2024Q4: 70,802 shares; 2025Q1: 83,236 shares; 2025Q2: 76,640 shares; 2025Q3: 89,309 shares; 2025Q4: 86,137 shares; 2026Q1: 102,436 shares 102,436 $2.54M 0.01% +16,299 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,313 shares; 2024Q4: 7,351 shares; 2025Q1: 8,634 shares; 2025Q2: 47,146 shares; 2025Q3: 55,514 shares; 2025Q4: 66,023 shares; 2026Q1: 75,622 shares 75,622 $2.54M 0.01% +9,599 Timeline JAAA 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: 46,294 shares; 2024Q4: 34,834 shares; 2025Q1: 14,123 shares; 2025Q2: 27,024 shares; 2025Q3: 72,343 shares; 2025Q4: 42,748 shares; 2026Q1: 50,297 shares 50,297 $2.53M 0.01% +7,549 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 13,042 shares; 2025Q1: 11,483 shares; 2025Q2: 6,873 shares; 2025Q3: 8,608 shares; 2025Q4: 11,924 shares; 2026Q1: 11,263 shares 11,263 $2.53M 0.01% -661 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: 122 shares; 2024Q4: 15 shares; 2025Q1: 45 shares; 2025Q2: 124 shares; 2025Q3: 61 shares; 2025Q4: 272 shares; 2026Q1: 18,523 shares 18,523 $2.51M 0.01% +18,251 Timeline DFIN DONNELLEY FINL SOLUTIONS INC More: the full row for DONNELLEY FINL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,873 shares; 2024Q4: 52,200 shares; 2025Q1: 40,232 shares; 2025Q2: 47,366 shares; 2025Q3: 49,347 shares; 2025Q4: 50,147 shares; 2026Q1: 53,171 shares 53,171 $2.51M 0.01% +3,024 Timeline RWX 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: 104,315 shares; 2024Q4: 106,088 shares; 2025Q1: 100,472 shares; 2025Q2: 335,510 shares; 2025Q3: 90,348 shares; 2025Q4: 90,366 shares; 2026Q1: 92,934 shares 92,934 $2.47M 0.01% +2,568 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,519 shares; 2024Q4: 8,793 shares; 2025Q1: 9,856 shares; 2025Q2: 12,843 shares; 2025Q3: 14,000 shares; 2025Q4: 16,040 shares; 2026Q1: 16,387 shares 16,387 $2.46M 0.01% +347 Timeline WISDOMTREE INC WISDOMTREE INC More: the full row for WISDOMTREE 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: 18,000 shares 18,000 $2.45M 0.01% new WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,713 shares; 2024Q4: 17,770 shares; 2025Q1: 18,237 shares; 2025Q2: 18,642 shares; 2025Q3: 19,316 shares; 2025Q4: 18,075 shares; 2026Q1: 17,606 shares 17,606 $2.45M <0.01% -469 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: 8,894 shares; 2024Q4: 8,990 shares; 2025Q1: 12,317 shares; 2025Q2: 12,751 shares; 2025Q3: 12,460 shares; 2025Q4: 12,210 shares; 2026Q1: 11,238 shares 11,238 $2.44M <0.01% -972 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 1,106 shares; 2025Q1: 4,444 shares; 2025Q2: 24,876 shares; 2025Q3: 32,345 shares; 2025Q4: 37,931 shares; 2026Q1: 47,722 shares 47,722 $2.43M <0.01% +9,791 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,839 shares; 2024Q4: 16,749 shares; 2025Q1: 18,792 shares; 2025Q2: 21,832 shares; 2025Q3: 22,708 shares; 2025Q4: 21,625 shares; 2026Q1: 25,173 shares 25,173 $2.43M <0.01% +3,548 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,333 shares 73,333 $2.43M <0.01% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,853 shares; 2024Q4: 8,763 shares; 2025Q1: 9,484 shares; 2025Q2: 10,297 shares; 2025Q3: 10,639 shares; 2025Q4: 9,448 shares; 2026Q1: 9,101 shares 9,101 $2.42M <0.01% -347 Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 90,597 shares; 2025Q3: 74,448 shares; 2025Q4: 56,196 shares; 2026Q1: 51,193 shares 51,193 $2.41M <0.01% -5,003 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 15,057 shares; 2025Q1: 51,843 shares; 2025Q2: 82,042 shares; 2025Q3: 152,629 shares; 2025Q4: 185,649 shares; 2026Q1: 303,778 shares 303,778 $2.41M <0.01% +118,129 Timeline IBMQ 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: 375 shares; 2024Q4: 2,271 shares; 2025Q1: 9,728 shares; 2025Q2: 20,448 shares; 2025Q3: 41,605 shares; 2025Q4: 63,522 shares; 2026Q1: 94,374 shares 94,374 $2.41M <0.01% +30,852 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,418 shares; 2024Q4: 79,602 shares; 2025Q1: 80,642 shares; 2025Q2: 101,628 shares; 2025Q3: 100,444 shares; 2025Q4: 28,953 shares; 2026Q1: 30,281 shares 30,281 $2.4M <0.01% +1,328 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: 1,152 shares; 2024Q4: 1,266 shares; 2025Q1: 1,425 shares; 2025Q2: 1,834 shares; 2025Q3: 17,941 shares; 2025Q4: 17,816 shares; 2026Q1: 18,442 shares 18,442 $2.39M <0.01% +626 Timeline EVUS 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: 52,554 shares; 2025Q4: 83,970 shares; 2026Q1: 75,093 shares 75,093 $2.39M <0.01% -8,877 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 777 shares; 2025Q1: 25,230 shares; 2025Q2: 61,710 shares; 2025Q3: 7,486 shares; 2025Q4: 11,816 shares; 2026Q1: 19,418 shares 19,418 $2.39M <0.01% +7,602 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: 39,197 shares; 2024Q4: 43,091 shares; 2025Q1: 41,328 shares; 2025Q2: 51,880 shares; 2025Q3: 44,474 shares; 2025Q4: 28,024 shares; 2026Q1: 24,115 shares 24,115 $2.39M <0.01% -3,909 Timeline ILCG 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: 3,552 shares; 2024Q4: 8,165 shares; 2025Q1: 16,067 shares; 2025Q2: 9,960 shares; 2025Q3: 16,028 shares; 2025Q4: 22,995 shares; 2026Q1: 24,936 shares 24,936 $2.38M <0.01% +1,941 Timeline RWR 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: 27,068 shares; 2024Q4: 26,858 shares; 2025Q1: 23,124 shares; 2025Q2: 195,149 shares; 2025Q3: 36,859 shares; 2025Q4: 30,095 shares; 2026Q1: 23,498 shares 23,498 $2.37M <0.01% -6,597 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: 9,359 shares; 2025Q3: 35,931 shares; 2025Q4: 66,784 shares; 2026Q1: 90,311 shares 90,311 $2.37M <0.01% +23,527 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,760 shares; 2024Q4: 6,113 shares; 2025Q1: 71,725 shares; 2025Q2: 6,045 shares; 2025Q3: 6,634 shares; 2025Q4: 16,089 shares; 2026Q1: 11,020 shares 11,020 $2.37M <0.01% -5,069 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,945 shares; 2025Q2: 96 shares; 2025Q3: 102 shares; 2025Q4: 175 shares; 2026Q1: 3,658 shares 3,658 $2.32M <0.01% +3,483 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 4,180 shares; 2025Q1: 5,183 shares; 2025Q2: 4,898 shares; 2025Q3: 5,058 shares; 2025Q4: 4,810 shares; 2026Q1: 4,389 shares 4,389 $2.3M <0.01% -421 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,898 shares; 2025Q1: 9,511 shares; 2025Q2: 20,965 shares; 2025Q3: 43,602 shares; 2025Q4: 70,951 shares; 2026Q1: 89,513 shares 89,513 $2.28M <0.01% +18,562 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,323 shares; 2024Q4: 19,914 shares; 2025Q1: 18,956 shares; 2025Q2: 21,001 shares; 2025Q3: 20,236 shares; 2025Q4: 19,321 shares; 2026Q1: 17,277 shares 17,277 $2.28M <0.01% -2,044 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,442 shares; 2024Q4: 33,215 shares; 2025Q1: 37,963 shares; 2025Q2: 36,704 shares; 2025Q3: 39,724 shares; 2025Q4: 41,394 shares; 2026Q1: 43,972 shares 43,972 $2.27M <0.01% +2,578 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,911 shares; 2025Q1: 9,667 shares; 2025Q2: 27,338 shares; 2025Q3: 45,590 shares; 2025Q4: 66,339 shares; 2026Q1: 89,220 shares 89,220 $2.26M <0.01% +22,881 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 602 shares; 2025Q1: 791 shares; 2025Q2: 1,791 shares; 2025Q3: 2,069 shares; 2025Q4: 2,708 shares; 2026Q1: 2,135 shares 2,135 $2.26M <0.01% -573 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,232 shares; 2024Q4: 96,913 shares; 2025Q1: 87,740 shares; 2025Q2: 108,849 shares; 2025Q3: 110,941 shares; 2025Q4: 116,763 shares; 2026Q1: 27,395 shares 27,395 $2.24M <0.01% -89,368 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,126 shares; 2024Q4: 12,617 shares; 2025Q1: 13,742 shares; 2025Q2: 22,380 shares; 2025Q3: 29,103 shares; 2025Q4: 37,946 shares; 2026Q1: 47,754 shares 47,754 $2.22M <0.01% +9,808 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,726 shares; 2024Q4: 54,102 shares; 2025Q1: 35,559 shares; 2025Q2: 36,439 shares; 2025Q3: 2,253 shares; 2025Q4: 2,036 shares; 2026Q1: 29,397 shares 29,397 $2.22M <0.01% +27,361 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,349 shares; 2025Q3: 19,113 shares; 2025Q4: 49,244 shares; 2026Q1: 75,032 shares 75,032 $2.21M <0.01% +25,788 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,214 shares; 2024Q4: 2,942 shares; 2025Q1: 69 shares; 2025Q2: 2,378 shares; 2025Q3: 5,792 shares; 2025Q4: 8,579 shares; 2026Q1: 9,635 shares 9,635 $2.2M <0.01% +1,056 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,812 shares; 2024Q4: 62,000 shares; 2025Q1: 63,568 shares; 2025Q2: 48,678 shares; 2025Q3: 48,207 shares; 2025Q4: 49,015 shares; 2026Q1: 48,357 shares 48,357 $2.2M <0.01% -658 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: 8,769 shares; 2024Q4: 8,545 shares; 2025Q1: 9,636 shares; 2025Q2: 11,583 shares; 2025Q3: 12,438 shares; 2025Q4: 13,096 shares; 2026Q1: 11,758 shares 11,758 $2.19M <0.01% -1,338 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,913 shares; 2024Q4: 34,840 shares; 2025Q1: 35,538 shares; 2025Q2: 28,227 shares; 2025Q3: 15,150 shares; 2025Q4: 15,824 shares; 2026Q1: 16,739 shares 16,739 $2.19M <0.01% +915 Timeline IDYA IDEAYA BIOSCIENCES INC More: the full row for IDEAYA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,185 shares; 2024Q4: 45,269 shares; 2025Q1: 49,750 shares; 2025Q2: 62,586 shares; 2025Q3: 76,243 shares; 2025Q4: 71,937 shares; 2026Q1: 65,632 shares 65,632 $2.19M <0.01% -6,305 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: 432 shares; 2024Q4: 484 shares; 2025Q1: 461 shares; 2025Q2: 462 shares; 2025Q3: 682 shares; 2025Q4: 699 shares; 2026Q1: 4,189 shares 4,189 $2.18M <0.01% +3,490 Timeline JBND 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: 1,024 shares; 2025Q3: 1,550 shares; 2025Q4: 39,964 shares; 2026Q1: 40,256 shares 40,256 $2.16M <0.01% +292 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,388 shares; 2024Q4: 26,932 shares; 2025Q1: 30,283 shares; 2025Q2: 25,266 shares; 2025Q3: 40,122 shares; 2025Q4: 40,826 shares; 2026Q1: 26,831 shares 26,831 $2.16M <0.01% -13,995 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,759 shares; 2024Q4: 8,715 shares; 2025Q1: 10,453 shares; 2025Q2: 12,620 shares; 2025Q3: 13,820 shares; 2025Q4: 15,977 shares; 2026Q1: 16,484 shares 16,484 $2.16M <0.01% +507 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680 shares; 2024Q4: 727 shares; 2025Q1: 843 shares; 2025Q2: 83,118 shares; 2025Q3: 5,349 shares; 2025Q4: 10,848 shares; 2026Q1: 11,366 shares 11,366 $2.15M <0.01% +518 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: 24,081 shares; 2024Q4: 28,309 shares; 2025Q1: 17,828 shares; 2025Q2: 27,366 shares; 2025Q3: 29,150 shares; 2025Q4: 29,889 shares; 2026Q1: 32,606 shares 32,606 $2.14M <0.01% +2,717 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,360 shares; 2024Q4: 147,116 shares; 2025Q1: 141,339 shares; 2025Q2: 93,009 shares; 2025Q3: 96,916 shares; 2025Q4: 88,612 shares; 2026Q1: 98,633 shares 98,633 $2.13M <0.01% +10,021 Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,081 shares 32,081 $2.13M <0.01% new 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: 11,839 shares; 2024Q4: 13,414 shares; 2025Q1: 20,078 shares; 2025Q2: 23,062 shares; 2025Q3: 7,072 shares; 2025Q4: 20,589 shares; 2026Q1: 29,263 shares 29,263 $2.12M <0.01% +8,674 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660 shares; 2024Q4: 1,809 shares; 2025Q1: 1,845 shares; 2025Q2: 17,803 shares; 2025Q3: 22,884 shares; 2025Q4: 21,244 shares; 2026Q1: 11,059 shares 11,059 $2.12M <0.01% -10,185 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5 shares; 2025Q4: 139,868 shares; 2026Q1: 147,953 shares 147,953 $2.11M <0.01% +8,085 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 205 shares; 2025Q3: 182 shares; 2025Q4: 193 shares; 2026Q1: 112,910 shares 112,910 $2.1M <0.01% +112,717 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 4,377 shares; 2025Q1: 4,993 shares; 2025Q2: 41,434 shares; 2025Q3: 36,977 shares; 2025Q4: 40,064 shares; 2026Q1: 40,946 shares 40,946 $2.07M <0.01% +882 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,742 shares; 2024Q4: 49,757 shares; 2025Q1: 46,967 shares; 2025Q2: 43,592 shares; 2025Q3: 93,582 shares; 2025Q4: 20,870 shares; 2026Q1: 46,218 shares 46,218 $2.07M <0.01% +25,348 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 6,362 shares; 2025Q1: 6,812 shares; 2025Q2: 8,787 shares; 2025Q3: 9,788 shares; 2025Q4: 9,979 shares; 2026Q1: 10,558 shares 10,558 $2.07M <0.01% +579 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: 41,819 shares; 2024Q4: 43,876 shares; 2025Q1: 44,958 shares; 2025Q2: 38,483 shares; 2025Q3: 27,732 shares; 2025Q4: 28,514 shares; 2026Q1: 27,458 shares 27,458 $2.07M <0.01% -1,056 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,398 shares; 2024Q4: 62,722 shares; 2025Q1: 69,310 shares; 2025Q2: 69,497 shares; 2025Q3: 64,544 shares; 2025Q4: 65,663 shares; 2026Q1: 30,528 shares 30,528 $2.06M <0.01% -35,135 Timeline IBMS 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: 37,637 shares; 2025Q4: 54,312 shares; 2026Q1: 79,144 shares 79,144 $2.04M <0.01% +24,832 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: 16,308 shares; 2024Q4: 17,244 shares; 2025Q1: 17,721 shares; 2025Q2: 20,621 shares; 2025Q3: 30,832 shares; 2025Q4: 33,480 shares; 2026Q1: 12,457 shares 12,457 $2.03M <0.01% -21,023 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,943 shares; 2024Q4: 20,914 shares; 2025Q1: 16,922 shares; 2025Q2: 20,752 shares; 2025Q3: 22,295 shares; 2025Q4: 23,580 shares; 2026Q1: 26,831 shares 26,831 $2.02M <0.01% +3,251 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,253 shares; 2025Q3: 21,933 shares; 2025Q4: 27,932 shares; 2026Q1: 28,609 shares 28,609 $2.02M <0.01% +677 Timeline NUEM 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: 40,905 shares; 2024Q4: 42,526 shares; 2025Q1: 47,381 shares; 2025Q2: 46,900 shares; 2025Q3: 50,739 shares; 2025Q4: 53,298 shares; 2026Q1: 54,678 shares 54,678 $2.01M <0.01% +1,380 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,945 shares; 2024Q4: 1,272 shares; 2025Q1: 1,582 shares; 2025Q2: 5,743 shares; 2025Q3: 5,870 shares; 2025Q4: 5,737 shares; 2026Q1: 6,048 shares 6,048 $1.99M <0.01% +311 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 55,182 shares; 2025Q4: 62,866 shares; 2026Q1: 66,367 shares 66,367 $1.98M <0.01% +3,501 Timeline SLYV 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: 690 shares; 2024Q4: 57,145 shares; 2025Q1: 3,300 shares; 2025Q2: 20,271 shares; 2025Q3: 20,307 shares; 2025Q4: 20,391 shares; 2026Q1: 20,879 shares 20,879 $1.97M <0.01% +488 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: 14,833 shares; 2024Q4: 15,606 shares; 2025Q1: 3,424 shares; 2025Q2: 15,581 shares; 2025Q3: 22,650 shares; 2025Q4: 20,095 shares; 2026Q1: 20,216 shares 20,216 $1.95M <0.01% +121 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 12,481 shares; 2025Q1: 75,671 shares; 2025Q2: 55,223 shares; 2025Q3: 50,823 shares; 2025Q4: 82,518 shares; 2026Q1: 63,188 shares 63,188 $1.93M <0.01% -19,330 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 16,280 shares; 2025Q1: 16,825 shares; 2025Q2: 21,117 shares; 2025Q3: 23,208 shares; 2025Q4: 19,083 shares; 2026Q1: 22,602 shares 22,602 $1.93M <0.01% +3,519 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,383 shares; 2024Q4: 5,286 shares; 2025Q1: 8,855 shares; 2025Q2: 27,347 shares; 2025Q3: 25,682 shares; 2025Q4: 29,227 shares; 2026Q1: 43,600 shares 43,600 $1.92M <0.01% +14,373 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 5,205 shares; 2025Q1: 8,462 shares; 2025Q2: 20,075 shares; 2025Q3: 37,054 shares; 2025Q4: 55,620 shares; 2026Q1: 63,314 shares 63,314 $1.91M <0.01% +7,694 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,909 shares; 2024Q4: 46,450 shares; 2025Q1: 3,366 shares; 2025Q2: 6,095 shares; 2025Q3: 11,545 shares; 2025Q4: 18,462 shares; 2026Q1: 28,681 shares 28,681 $1.9M <0.01% +10,219 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 5,033 shares; 2025Q1: 7,632 shares; 2025Q2: 5,395 shares; 2025Q3: 6,146 shares; 2025Q4: 6,020 shares; 2026Q1: 5,298 shares 5,298 $1.89M <0.01% -722 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: 687 shares; 2024Q4: 1,463 shares; 2025Q1: 645 shares; 2025Q2: 14,141 shares; 2025Q3: 22,481 shares; 2025Q4: 19,420 shares; 2026Q1: 19,706 shares 19,706 $1.88M <0.01% +286 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564 shares; 2024Q4: 1,780 shares; 2025Q1: 2,583 shares; 2025Q2: 4,729 shares; 2025Q3: 4,699 shares; 2025Q4: 5,315 shares; 2026Q1: 6,022 shares 6,022 $1.88M <0.01% +707 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,903 shares; 2024Q4: 15,931 shares; 2025Q1: 16,945 shares; 2025Q2: 16,552 shares; 2025Q3: 15,929 shares; 2025Q4: 13,276 shares; 2026Q1: 4,732 shares 4,732 $1.88M <0.01% -8,544 Timeline FXH 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: 31,246 shares; 2024Q4: 872 shares; 2025Q1: 279 shares; 2025Q2: 162 shares; 2025Q3: 119 shares; 2025Q4: 13,970 shares; 2026Q1: 16,897 shares 16,897 $1.85M <0.01% +2,927 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 70 shares; 2025Q3: 13,257 shares; 2025Q4: 19,718 shares; 2026Q1: 20,073 shares 20,073 $1.85M <0.01% +355 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,328 shares; 2024Q4: 18,759 shares; 2025Q1: 19,771 shares; 2025Q2: 20,907 shares; 2025Q3: 21,958 shares; 2025Q4: 23,792 shares; 2026Q1: 24,487 shares 24,487 $1.85M <0.01% +695 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 92 shares; 2025Q1: 11,904 shares; 2025Q2: 12,115 shares; 2025Q3: 11,976 shares; 2025Q4: 17,393 shares; 2026Q1: 18,346 shares 18,346 $1.84M <0.01% +953 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: 156,049 shares; 2024Q4: 175,276 shares; 2025Q1: 110,177 shares; 2025Q2: 139,279 shares; 2025Q3: 113,852 shares; 2025Q4: 60,991 shares; 2026Q1: 18,655 shares 18,655 $1.83M <0.01% -42,336 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: 1,997 shares; 2024Q4: 2,002 shares; 2025Q1: 2,378 shares; 2025Q2: 8,037 shares; 2025Q3: 8,424 shares; 2025Q4: 9,902 shares; 2026Q1: 20,227 shares 20,227 $1.82M <0.01% +10,325 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,920 shares; 2024Q4: 21,938 shares; 2025Q1: 22,203 shares; 2025Q2: 23,319 shares; 2025Q3: 24,413 shares; 2025Q4: 21,087 shares; 2026Q1: 20,587 shares 20,587 $1.82M <0.01% -500 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 21,132 shares; 2025Q1: 33,192 shares; 2025Q2: 56,469 shares; 2025Q3: 67,011 shares; 2025Q4: 81,714 shares; 2026Q1: 89,367 shares 89,367 $1.79M <0.01% +7,653 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,240 shares; 2024Q4: 36,753 shares; 2025Q1: 35,040 shares; 2025Q2: 4,102 shares; 2025Q3: 4,128 shares; 2025Q4: 3,838 shares; 2026Q1: 3,600 shares 3,600 $1.78M <0.01% -238 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,013 shares; 2024Q4: 9,860 shares; 2025Q1: 10,791 shares; 2025Q2: 11,966 shares; 2025Q3: 12,827 shares; 2025Q4: 25,498 shares; 2026Q1: 26,159 shares 26,159 $1.78M <0.01% +661 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,178 shares; 2024Q4: 6,188 shares; 2025Q1: 13,969 shares; 2025Q2: 22,550 shares; 2025Q3: 34,655 shares; 2025Q4: 37,723 shares; 2026Q1: 5,586 shares 5,586 $1.78M <0.01% -32,137 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,113 shares; 2024Q4: 20,215 shares; 2025Q1: 20,875 shares; 2025Q2: 22,912 shares; 2025Q3: 22,646 shares; 2025Q4: 22,166 shares; 2026Q1: 21,847 shares 21,847 $1.78M <0.01% -319 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,508 shares; 2024Q4: 60,463 shares; 2025Q1: 39,749 shares; 2025Q2: 41,985 shares; 2025Q3: 48,410 shares; 2025Q4: 60,438 shares; 2026Q1: 70,844 shares 70,844 $1.78M <0.01% +10,406 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,044 shares; 2024Q4: 32,853 shares; 2025Q1: 36,934 shares; 2025Q2: 42,087 shares; 2025Q3: 45,007 shares; 2025Q4: 46,861 shares; 2026Q1: 46,248 shares 46,248 $1.77M <0.01% -613 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,537 shares; 2024Q4: 759,722 shares; 2025Q1: 696,722 shares; 2025Q2: 390,036 shares; 2025Q3: 10,493 shares; 2025Q4: 10,047 shares; 2026Q1: 9,772 shares 9,772 $1.76M <0.01% -275 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,677 shares; 2025Q1: 3,062 shares; 2025Q2: 5,371 shares; 2025Q3: 6,920 shares; 2025Q4: 8,034 shares; 2026Q1: 8,396 shares 8,396 $1.75M <0.01% +362 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,004 shares; 2024Q4: 16,145 shares; 2025Q1: 24,101 shares; 2025Q2: 30,157 shares; 2025Q3: 29,260 shares; 2025Q4: 29,718 shares; 2026Q1: 31,313 shares 31,313 $1.73M <0.01% +1,595 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,593 shares; 2024Q4: 60,441 shares; 2025Q1: 63,667 shares; 2025Q2: 64,271 shares; 2025Q3: 60,376 shares; 2025Q4: 57,060 shares; 2026Q1: 64,036 shares 64,036 $1.73M <0.01% +6,976 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,990 shares; 2024Q4: 5,208 shares; 2025Q1: 5,864 shares; 2025Q2: 8,312 shares; 2025Q3: 7,838 shares; 2025Q4: 11,850 shares; 2026Q1: 14,211 shares 14,211 $1.72M <0.01% +2,361 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 738 shares; 2025Q1: 1,874 shares; 2025Q2: 4,537 shares; 2025Q3: 8,429 shares; 2025Q4: 13,874 shares; 2026Q1: 22,743 shares 22,743 $1.72M <0.01% +8,869 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,802 shares; 2024Q4: 69,059 shares; 2025Q1: 101,431 shares; 2025Q2: 98,659 shares; 2025Q3: 118,503 shares; 2025Q4: 118,300 shares; 2026Q1: 22,495 shares 22,495 $1.71M <0.01% -95,805 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869,967 shares; 2024Q4: 871,063 shares; 2025Q1: 909,907 shares; 2025Q2: 903,428 shares; 2025Q3: 667,387 shares; 2025Q4: 593,204 shares; 2026Q1: 20,319 shares 20,319 $1.67M <0.01% -572,885 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,913 shares; 2025Q1: 12,218 shares; 2025Q2: 1,585 shares; 2025Q3: 18,965 shares; 2025Q4: 47,121 shares; 2026Q1: 52,514 shares 52,514 $1.66M <0.01% +5,393 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: 132 shares; 2024Q4: 187 shares; 2025Q1: 1,489 shares; 2025Q2: 4,745 shares; 2025Q3: 12,156 shares; 2025Q4: 11,919 shares; 2026Q1: 11,999 shares 11,999 $1.66M <0.01% +80 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 3,496 shares; 2025Q1: 5,494 shares; 2025Q2: 15,743 shares; 2025Q3: 35,250 shares; 2025Q4: 52,904 shares; 2026Q1: 68,256 shares 68,256 $1.66M <0.01% +15,352 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,640 shares; 2024Q4: 23,633 shares; 2025Q1: 49,308 shares; 2025Q2: 45,343 shares; 2025Q3: 43,672 shares; 2025Q4: 42,230 shares; 2026Q1: 44,533 shares 44,533 $1.63M <0.01% +2,303 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,342 shares; 2024Q4: 15,974 shares; 2025Q1: 21,108 shares; 2025Q2: 15,353 shares; 2025Q3: 14,508 shares; 2025Q4: 14,353 shares; 2026Q1: 11,440 shares 11,440 $1.63M <0.01% -2,913 Timeline IWR 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: 1,924 shares; 2024Q4: 2,938 shares; 2025Q1: 3,137 shares; 2025Q2: 5,190 shares; 2025Q3: 12,451 shares; 2025Q4: 14,871 shares; 2026Q1: 16,637 shares 16,637 $1.62M <0.01% +1,766 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115 shares; 2024Q4: 13,162 shares; 2025Q1: 15,087 shares; 2025Q2: 16,722 shares; 2025Q3: 17,668 shares; 2025Q4: 14,053 shares; 2026Q1: 11,769 shares 11,769 $1.59M <0.01% -2,284 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 546 shares; 2025Q1: 552 shares; 2025Q2: 2,497 shares; 2025Q3: 3,300 shares; 2025Q4: 3,318 shares; 2026Q1: 6,352 shares 6,352 $1.59M <0.01% +3,034 Timeline EMKT LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,143 shares; 2026Q1: 61,143 shares 61,143 $1.58M <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 28,172 shares; 2025Q3: 28,360 shares; 2025Q4: 42,063 shares; 2026Q1: 43,506 shares 43,506 $1.57M <0.01% +1,443 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,005 shares; 2024Q4: 105,156 shares; 2025Q1: 97,631 shares; 2025Q2: 13,700 shares; 2025Q3: 19,098 shares; 2025Q4: 28,966 shares; 2026Q1: 29,626 shares 29,626 $1.56M <0.01% +660 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: 4,813 shares; 2024Q4: 450 shares; 2025Q1: 430 shares; 2025Q2: 744 shares; 2025Q3: 783 shares; 2025Q4: 986 shares; 2026Q1: 1,582 shares 1,582 $1.55M <0.01% +596 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: 1,903 shares; 2024Q4: 2,025 shares; 2025Q1: 2,423 shares; 2025Q2: 5,093 shares; 2025Q3: 6,165 shares; 2025Q4: 5,303 shares; 2026Q1: 5,942 shares 5,942 $1.55M <0.01% +639 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,418 shares; 2024Q4: 2,974 shares; 2025Q1: 2,862 shares; 2025Q2: 2,810 shares; 2025Q3: 4,418 shares; 2025Q4: 3,970 shares; 2026Q1: 20,790 shares 20,790 $1.54M <0.01% +16,820 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,575 shares; 2024Q4: 11,175 shares; 2025Q1: 14,144 shares; 2025Q2: 8,000 shares; 2025Q3: 8,781 shares; 2025Q4: 10,533 shares; 2026Q1: 12,310 shares 12,310 $1.54M <0.01% +1,777 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,462 shares; 2024Q4: 18,197 shares; 2025Q1: 20,935 shares; 2025Q2: 22,068 shares; 2025Q3: 22,681 shares; 2025Q4: 21,140 shares; 2026Q1: 23,377 shares 23,377 $1.53M <0.01% +2,237 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,112 shares; 2024Q4: 122,699 shares; 2025Q1: 118,043 shares; 2025Q2: 113,955 shares; 2025Q3: 127,190 shares; 2025Q4: 114,747 shares; 2026Q1: 102,441 shares 102,441 $1.53M <0.01% -12,306 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 3,210 shares; 2025Q1: 7,033 shares; 2025Q2: 4,477 shares; 2025Q3: 5,101 shares; 2025Q4: 5,189 shares; 2026Q1: 5,306 shares 5,306 $1.52M <0.01% +117 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,883 shares; 2024Q4: 23,581 shares; 2025Q1: 29,425 shares; 2025Q2: 30,773 shares; 2025Q3: 32,068 shares; 2025Q4: 33,957 shares; 2026Q1: 36,182 shares 36,182 $1.52M <0.01% +2,225 Timeline IWM 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: 1,706 shares; 2024Q4: 1,940 shares; 2025Q1: 2,509 shares; 2025Q2: 3,756 shares; 2025Q3: 4,185 shares; 2025Q4: 4,456 shares; 2026Q1: 6,129 shares 6,129 $1.52M <0.01% +1,673 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 88,640 shares; 2025Q1: 59,292 shares; 2025Q2: 70,829 shares; 2025Q3: 60,845 shares; 2025Q4: 8,215 shares; 2026Q1: 11,808 shares 11,808 $1.51M <0.01% +3,593 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: 4,051 shares; 2024Q4: 4,371 shares; 2025Q1: 7,005 shares; 2025Q2: 6,699 shares; 2025Q3: 6,666 shares; 2025Q4: 6,313 shares; 2026Q1: 5,692 shares 5,692 $1.51M <0.01% -621 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,669 shares; 2024Q4: 5,328 shares; 2025Q1: 5,320 shares; 2025Q2: 29,234 shares; 2025Q3: 41,834 shares; 2025Q4: 43,409 shares; 2026Q1: 46,087 shares 46,087 $1.51M <0.01% +2,678 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: 1,121 shares; 2024Q4: 1,302 shares; 2025Q1: 1,372 shares; 2025Q2: 1,321 shares; 2025Q3: 3,037 shares; 2025Q4: 3,538 shares; 2026Q1: 3,696 shares 3,696 $1.51M <0.01% +158 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,516 shares; 2024Q4: 492,174 shares; 2025Q1: 37,540 shares; 2025Q2: 6,022 shares; 2025Q3: 6,635,078 shares; 2025Q4: 3,464,225 shares; 2026Q1: 29,013 shares 29,013 $1.51M <0.01% -3,435,212 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,382 shares; 2024Q4: 98,413 shares; 2025Q1: 78,968 shares; 2025Q2: 132,678 shares; 2025Q3: 139,551 shares; 2025Q4: 136,540 shares; 2026Q1: 133,376 shares 133,376 $1.5M <0.01% -3,164 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,094 shares; 2024Q4: 11,999 shares; 2025Q1: 11,908 shares; 2025Q2: 13,584 shares; 2025Q3: 14,703 shares; 2025Q4: 16,056 shares; 2026Q1: 21,735 shares 21,735 $1.5M <0.01% +5,679 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 1,106 shares; 2025Q1: 1,319 shares; 2025Q2: 3,125 shares; 2025Q3: 3,609 shares; 2025Q4: 3,367 shares; 2026Q1: 3,817 shares 3,817 $1.5M <0.01% +450 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,335 shares; 2024Q4: 11,806 shares; 2025Q1: 12,642 shares; 2025Q2: 16,093 shares; 2025Q3: 27,789 shares; 2025Q4: 30,742 shares; 2026Q1: 29,898 shares 29,898 $1.49M <0.01% -844 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 1,917 shares; 2025Q1: 2,621 shares; 2025Q2: 6,625 shares; 2025Q3: 7,236 shares; 2025Q4: 4,665 shares; 2026Q1: 5,030 shares 5,030 $1.49M <0.01% +365 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,135 shares; 2025Q1: 2,233 shares; 2025Q2: 3,733 shares; 2025Q3: 3,977 shares; 2025Q4: 5,487 shares; 2026Q1: 6,341 shares 6,341 $1.46M <0.01% +854 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 3,024 shares; 2025Q1: 3,073 shares; 2025Q2: 2,385 shares; 2025Q3: 3,291 shares; 2025Q4: 7,360 shares; 2026Q1: 7,989 shares 7,989 $1.46M <0.01% +629 Timeline NUHY 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: 41,087 shares; 2024Q4: 44,958 shares; 2025Q1: 50,391 shares; 2025Q2: 53,808 shares; 2025Q3: 61,242 shares; 2025Q4: 67,254 shares; 2026Q1: 68,584 shares 68,584 $1.45M <0.01% +1,330 Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 17,621 shares; 2025Q1: 14,094 shares; 2025Q2: 35,767 shares; 2025Q3: 74,968 shares; 2025Q4: 121,209 shares; 2026Q1: 183,873 shares 183,873 $1.45M <0.01% +62,664 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,776 shares; 2024Q4: 15,770 shares; 2025Q1: 15,806 shares; 2025Q2: 22,283 shares; 2025Q3: 22,644 shares; 2025Q4: 21,488 shares; 2026Q1: 19,238 shares 19,238 $1.45M <0.01% -2,250 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 1,511 shares; 2025Q1: 5,014 shares; 2025Q2: 5,484 shares; 2025Q3: 6,084 shares; 2025Q4: 9,106 shares; 2026Q1: 7,267 shares 7,267 $1.44M <0.01% -1,839 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: 97,989 shares; 2024Q4: 88,937 shares; 2025Q1: 19,110 shares; 2025Q2: 18,243 shares; 2025Q3: 19,592 shares; 2025Q4: 20,346 shares; 2026Q1: 20,204 shares 20,204 $1.43M <0.01% -142 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477 shares; 2024Q4: 248 shares; 2025Q1: 406 shares; 2025Q2: 7,466 shares; 2025Q3: 7,295 shares; 2025Q4: 7,917 shares; 2026Q1: 8,675 shares 8,675 $1.42M <0.01% +758 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,559 shares; 2024Q4: 25,267 shares; 2025Q1: 28,703 shares; 2025Q2: 12,728 shares; 2025Q3: 6,988 shares; 2025Q4: 6,620 shares; 2026Q1: 5,801 shares 5,801 $1.42M <0.01% -819 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: 38,416 shares; 2024Q4: 40,731 shares; 2025Q1: 41,463 shares; 2025Q2: 40,401 shares; 2025Q3: 46,633 shares; 2025Q4: 22,344 shares; 2026Q1: 6,826 shares 6,826 $1.41M <0.01% -15,518 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,966 shares; 2024Q4: 26,413 shares; 2025Q1: 28,880 shares; 2025Q2: 28,233 shares; 2025Q3: 40,733 shares; 2025Q4: 33,459 shares; 2026Q1: 33,326 shares 33,326 $1.41M <0.01% -133 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,307 shares; 2024Q4: 5,037 shares; 2025Q1: 5,811 shares; 2025Q2: 15,895 shares; 2025Q3: 20,657 shares; 2025Q4: 25,231 shares; 2026Q1: 30,039 shares 30,039 $1.39M <0.01% +4,808 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,148 shares; 2024Q4: 8,783 shares; 2025Q1: 12,634 shares; 2025Q2: 12,667 shares; 2025Q3: 13,349 shares; 2025Q4: 17,473 shares; 2026Q1: 5,688 shares 5,688 $1.39M <0.01% -11,785 Timeline LCTD 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: 24,044 shares; 2024Q4: 30,921 shares; 2025Q1: 28,508 shares; 2025Q2: 30,407 shares; 2025Q3: 32,127 shares; 2025Q4: 24,770 shares; 2026Q1: 24,745 shares 24,745 $1.37M <0.01% -25 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 3,401 shares; 2025Q1: 3,448 shares; 2025Q2: 3,423 shares; 2025Q3: 3,325 shares; 2025Q4: 3,338 shares; 2026Q1: 2,925 shares 2,925 $1.36M <0.01% -413 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: 10,382 shares; 2024Q4: 9,012 shares; 2025Q1: 9,733 shares; 2025Q2: 7,192 shares; 2025Q3: 7,381 shares; 2025Q4: 7,726 shares; 2026Q1: 8,016 shares 8,016 $1.36M <0.01% +290 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,411 shares; 2024Q4: 25,764 shares; 2025Q1: 27,498 shares; 2025Q2: 29,516 shares; 2025Q3: 30,282 shares; 2025Q4: 29,750 shares; 2026Q1: 26,771 shares 26,771 $1.34M <0.01% -2,979 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 696 shares; 2025Q1: 695 shares; 2025Q2: 10,862 shares; 2025Q3: 10,581 shares; 2025Q4: 10,333 shares; 2026Q1: 6,022 shares 6,022 $1.34M <0.01% -4,311 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,263 shares; 2024Q4: 19,474 shares; 2025Q1: 19,945 shares; 2025Q2: 20,360 shares; 2025Q3: 68,986 shares; 2025Q4: 70,918 shares; 2026Q1: 25,835 shares 25,835 $1.34M <0.01% -45,083 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,121 shares; 2024Q4: 13,183 shares; 2025Q1: 13,738 shares; 2025Q2: 14,468 shares; 2025Q3: 15,189 shares; 2025Q4: 16,351 shares; 2026Q1: 6,396 shares 6,396 $1.33M <0.01% -9,955 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 2,034 shares; 2025Q1: 2,446 shares; 2025Q2: 5,939 shares; 2025Q3: 6,919 shares; 2025Q4: 7,776 shares; 2026Q1: 6,681 shares 6,681 $1.33M <0.01% -1,095 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 126,794 shares; 2025Q1: 151,234 shares; 2025Q2: 381,378 shares; 2025Q3: 445,023 shares; 2025Q4: 552,967 shares; 2026Q1: 48,139 shares 48,139 $1.32M <0.01% -504,828 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: 30 shares; 2024Q4: 84 shares; 2025Q1: 26 shares; 2025Q2: 48 shares; 2025Q3: 123 shares; 2025Q4: 6,191 shares; 2026Q1: 6,570 shares 6,570 $1.31M <0.01% +379 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,641 shares; 2024Q4: 39,624 shares; 2025Q1: 43,388 shares; 2025Q2: 42,866 shares; 2025Q3: 45,614 shares; 2025Q4: 46,273 shares; 2026Q1: 51,495 shares 51,495 $1.31M <0.01% +5,222 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,602 shares 35,602 $1.3M <0.01% new Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 49 shares; 2025Q1: 134 shares; 2025Q2: 375 shares; 2025Q3: 14,786 shares; 2025Q4: 13,493 shares; 2026Q1: 12,135 shares 12,135 $1.3M <0.01% -1,358 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332 shares; 2024Q4: 4,953 shares; 2025Q1: 7,007 shares; 2025Q2: 12,836 shares; 2025Q3: 14,446 shares; 2025Q4: 19,068 shares; 2026Q1: 22,875 shares 22,875 $1.29M <0.01% +3,807 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 661 shares; 2025Q1: 989 shares; 2025Q2: 24,959 shares; 2025Q3: 27,006 shares; 2025Q4: 28,120 shares; 2026Q1: 28,956 shares 28,956 $1.28M <0.01% +836 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 363 shares; 2025Q1: 325 shares; 2025Q2: 9,058 shares; 2025Q3: 9,449 shares; 2025Q4: 9,025 shares; 2026Q1: 8,766 shares 8,766 $1.28M <0.01% -259 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,195 shares; 2024Q4: 15,022 shares; 2025Q1: 14,780 shares; 2025Q2: 14,369 shares; 2025Q3: 16,625 shares; 2025Q4: 14,807 shares; 2026Q1: 12,952 shares 12,952 $1.28M <0.01% -1,855 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,187 shares 21,187 $1.28M <0.01% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 1,729 shares; 2025Q1: 1,782 shares; 2025Q2: 2,880 shares; 2025Q3: 3,453 shares; 2025Q4: 6,818 shares; 2026Q1: 8,071 shares 8,071 $1.27M <0.01% +1,253 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,609 shares; 2024Q4: 25,071 shares; 2025Q1: 5,682 shares; 2025Q2: 3,679 shares; 2025Q3: 5,163 shares; 2025Q4: 7,928 shares; 2026Q1: 8,465 shares 8,465 $1.27M <0.01% +537 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,552 shares; 2024Q4: 62,406 shares; 2025Q1: 60,253 shares; 2025Q2: 58,020 shares; 2025Q3: 57,457 shares; 2025Q4: 59,128 shares; 2026Q1: 57,690 shares 57,690 $1.27M <0.01% -1,438 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: 67,796 shares; 2024Q4: 78,082 shares; 2025Q1: 82,428 shares; 2025Q2: 108,923 shares; 2025Q3: 55,174 shares; 2025Q4: 69,325 shares; 2026Q1: 72,967 shares 72,967 $1.26M <0.01% +3,642 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,078 shares; 2024Q4: 5,980 shares; 2025Q1: 7,278 shares; 2025Q2: 24,569 shares; 2025Q3: 25,913 shares; 2025Q4: 25,990 shares; 2026Q1: 26,743 shares 26,743 $1.26M <0.01% +753 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,981 shares; 2024Q4: 204,009 shares; 2025Q1: 18,142 shares; 2025Q2: 61,496 shares; 2025Q3: 52,805 shares; 2025Q4: 70,814 shares; 2026Q1: 72,581 shares 72,581 $1.26M <0.01% +1,767 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,314 shares; 2024Q4: 114,237 shares; 2025Q1: 125,139 shares; 2025Q2: 121,179 shares; 2025Q3: 145,238 shares; 2025Q4: 157,946 shares; 2026Q1: 31,459 shares 31,459 $1.26M <0.01% -126,487 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,813 shares; 2024Q4: 10,560 shares; 2025Q1: 10,653 shares; 2025Q2: 10,667 shares; 2025Q3: 10,655 shares; 2025Q4: 9,990 shares; 2026Q1: 8,721 shares 8,721 $1.25M <0.01% -1,269 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,204 shares; 2024Q4: 18,144 shares; 2025Q1: 15,697 shares; 2025Q2: 14,045 shares; 2025Q3: 17,646 shares; 2025Q4: 11,367 shares; 2026Q1: 18,669 shares 18,669 $1.25M <0.01% +7,302 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,702 shares; 2024Q4: 25,210 shares; 2025Q1: 25,582 shares; 2025Q2: 29,115 shares; 2025Q3: 19,180 shares; 2025Q4: 19,030 shares; 2026Q1: 20,915 shares 20,915 $1.25M <0.01% +1,885 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,248 shares; 2024Q4: 6,938 shares; 2025Q1: 4,288 shares; 2025Q2: 2,006 shares; 2025Q3: 2,175 shares; 2025Q4: 2,224 shares; 2026Q1: 2,304 shares 2,304 $1.24M <0.01% +80 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: 19,540 shares; 2024Q4: 20,679 shares; 2025Q1: 25,178 shares; 2025Q2: 24,460 shares; 2025Q3: 22,955 shares; 2025Q4: 22,515 shares; 2026Q1: 20,618 shares 20,618 $1.24M <0.01% -1,897 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 13,481 shares; 2025Q1: 11,545 shares; 2025Q2: 25,308 shares; 2025Q3: 16,435 shares; 2025Q4: 16,444 shares; 2026Q1: 16,984 shares 16,984 $1.23M <0.01% +540 Timeline