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: not reported; 2024Q4: 5,200 shares; 2025Q1: 8,163 shares; 2025Q2: 9,632 shares; 2025Q3: 9,193 shares; 2025Q4: 7,750 shares; 2026Q1: 8,505 shares 8,505 $634K 0.03% +755 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,426 shares; 2024Q4: 8,091 shares; 2025Q1: 7,923 shares; 2025Q2: 7,765 shares; 2025Q3: 7,697 shares; 2025Q4: 7,702 shares; 2026Q1: 7,704 shares 7,704 $632K 0.03% +2 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,888 shares; 2025Q1: 5,457 shares; 2025Q2: 7,096 shares; 2025Q3: 15,172 shares; 2025Q4: 15,215 shares; 2026Q1: 13,686 shares 13,686 $629K 0.03% -1,529 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,142 shares; 2025Q4: 2,413 shares; 2026Q1: 2,353 shares 2,353 $628K 0.03% -60 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,410 shares; 2025Q1: 17,377 shares; 2025Q2: 22,132 shares; 2025Q3: 22,900 shares; 2025Q4: 23,548 shares; 2026Q1: 24,250 shares 24,250 $628K 0.03% +702 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,774 shares; 2024Q4: 37,830 shares; 2025Q1: 48,113 shares; 2025Q2: 41,436 shares; 2025Q3: 42,695 shares; 2025Q4: 41,702 shares; 2026Q1: 42,048 shares 42,048 $626K 0.03% +346 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,937 shares; 2025Q4: 1,249 shares; 2026Q1: 2,716 shares 2,716 $626K 0.03% +1,467 Timeline IYW 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: 2,358 shares; 2024Q4: 3,242 shares; 2025Q1: 3,702 shares; 2025Q2: 4,696 shares; 2025Q3: 3,729 shares; 2025Q4: 3,917 shares; 2026Q1: 3,443 shares 3,443 $625K 0.03% -474 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,554 shares; 2025Q3: 18,388 shares; 2025Q4: 18,432 shares; 2026Q1: 18,512 shares 18,512 $618K 0.03% +80 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991 shares; 2025Q4: 2,039 shares; 2026Q1: 4,042 shares 4,042 $617K 0.03% +2,003 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,762 shares; 2024Q4: 17,673 shares; 2025Q1: 18,866 shares; 2025Q2: 17,155 shares; 2025Q3: 21,082 shares; 2025Q4: 22,811 shares; 2026Q1: 21,308 shares 21,308 $612K 0.03% -1,503 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,703 shares; 2024Q4: 6,703 shares; 2025Q1: 9,603 shares; 2025Q2: 9,574 shares; 2025Q3: 9,486 shares; 2025Q4: 9,411 shares; 2026Q1: 13,658 shares 13,658 $609K 0.03% +4,247 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: 17,223 shares; 2024Q4: 16,903 shares; 2025Q1: 19,454 shares; 2025Q2: 19,454 shares; 2025Q3: 20,643 shares; 2025Q4: 19,662 shares; 2026Q1: 20,555 shares 20,555 $606K 0.03% +893 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,291 shares; 2025Q1: 1,463 shares; 2025Q2: 1,350 shares; 2025Q3: 2,859 shares; 2025Q4: 2,958 shares; 2026Q1: 2,907 shares 2,907 $605K 0.03% -51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,658 shares 32,658 $605K 0.03% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,392 shares; 2024Q4: 27,916 shares; 2025Q1: 27,733 shares; 2025Q2: 27,667 shares; 2025Q3: 27,664 shares; 2025Q4: 27,456 shares; 2026Q1: 26,563 shares 26,563 $605K 0.03% -893 Timeline WBIY ABSOLUTE SHS TR More: the full row for ABSOLUTE SHS 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: 20,155 shares; 2025Q4: 17,854 shares; 2026Q1: 17,733 shares 17,733 $602K 0.03% -121 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 28,401 shares; 2026Q1: 31,832 shares 31,832 $600K 0.03% +3,431 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 487 shares; 2025Q1: 499 shares; 2025Q2: 489 shares; 2025Q3: 534 shares; 2025Q4: 540 shares; 2026Q1: 545 shares 545 $595K 0.03% +5 Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,698 shares; 2026Q1: 23,530 shares 23,530 $590K 0.03% +832 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,680 shares; 2025Q4: 4,604 shares; 2026Q1: 2,809 shares 2,809 $589K 0.03% -1,795 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,472 shares; 2024Q4: 11,796 shares; 2025Q1: 11,974 shares; 2025Q2: 11,611 shares; 2025Q3: 12,282 shares; 2025Q4: 11,746 shares; 2026Q1: 11,934 shares 11,934 $585K 0.03% +188 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,623 shares; 2025Q4: 22,894 shares; 2026Q1: 22,302 shares 22,302 $584K 0.03% -592 Timeline STNC HENNESSY FDS TR More: the full row for HENNESSY 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: 17,161 shares 17,161 $583K 0.03% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,099 shares; 2024Q4: 11,469 shares; 2025Q1: 14,376 shares; 2025Q2: 12,007 shares; 2025Q3: 13,141 shares; 2025Q4: 14,376 shares; 2026Q1: 14,453 shares 14,453 $580K 0.03% +77 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,650 shares; 2025Q1: 6,859 shares; 2025Q2: 6,424 shares; 2025Q3: 6,488 shares; 2025Q4: 11,742 shares; 2026Q1: 12,290 shares 12,290 $579K 0.03% +548 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,154 shares 24,154 $578K 0.03% new 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: 6,491 shares; 2024Q4: 6,578 shares; 2025Q1: 6,275 shares; 2025Q2: 6,532 shares; 2025Q3: 6,376 shares; 2025Q4: 6,076 shares; 2026Q1: 6,094 shares 6,094 $576K 0.03% +18 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,577 shares; 2025Q4: 10,257 shares; 2026Q1: 12,228 shares 12,228 $574K 0.03% +1,971 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: 2,411 shares; 2024Q4: 2,976 shares; 2025Q1: 3,053 shares; 2025Q2: 3,036 shares; 2025Q3: 3,144 shares; 2025Q4: 2,618 shares; 2026Q1: 2,748 shares 2,748 $570K 0.03% +130 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,896 shares; 2026Q1: 25,464 shares 25,464 $569K 0.03% +14,568 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,297 shares; 2025Q2: not reported; 2025Q3: 10,185 shares; 2025Q4: 11,945 shares; 2026Q1: 13,431 shares 13,431 $568K 0.03% +1,486 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,456 shares; 2025Q3: 1,521 shares; 2025Q4: 1,539 shares; 2026Q1: 1,671 shares 1,671 $566K 0.03% +132 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,132 shares; 2025Q4: 3,999 shares; 2026Q1: 5,038 shares 5,038 $565K 0.03% +1,039 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,288 shares; 2025Q3: 11,687 shares; 2025Q4: 11,697 shares; 2026Q1: 12,533 shares 12,533 $565K 0.03% +836 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,925 shares; 2025Q4: 10,829 shares; 2026Q1: 11,560 shares 11,560 $560K 0.03% +731 Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,193 shares; 2024Q4: 35,425 shares; 2025Q1: 34,892 shares; 2025Q2: 35,289 shares; 2025Q3: 36,281 shares; 2025Q4: 39,486 shares; 2026Q1: 47,946 shares 47,946 $558K 0.02% +8,460 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,384 shares; 2024Q4: 87,751 shares; 2025Q1: 5,840 shares; 2025Q2: 10,755 shares; 2025Q3: 9,251 shares; 2025Q4: 9,409 shares; 2026Q1: 9,276 shares 9,276 $558K 0.02% -133 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,143 shares; 2025Q4: 11,480 shares; 2026Q1: 10,300 shares 10,300 $557K 0.02% -1,180 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,856 shares; 2025Q4: 2,571 shares; 2026Q1: 4,939 shares 4,939 $555K 0.02% +2,368 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,934 shares; 2025Q3: 19,750 shares; 2025Q4: 19,907 shares; 2026Q1: 19,602 shares 19,602 $553K 0.02% -305 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: 3,495 shares; 2025Q1: 4,016 shares; 2025Q2: 4,050 shares; 2025Q3: 4,299 shares; 2025Q4: 4,326 shares; 2026Q1: 4,338 shares 4,338 $549K 0.02% +12 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 476 shares; 2025Q4: 435 shares; 2026Q1: 372 shares 372 $548K 0.02% -63 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,823 shares 5,823 $547K 0.02% new Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,723 shares; 2025Q4: 7,444 shares; 2026Q1: 11,828 shares 11,828 $547K 0.02% +4,384 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: 4,174 shares; 2024Q4: 4,419 shares; 2025Q1: 4,852 shares; 2025Q2: 10,114 shares; 2025Q3: 12,432 shares; 2025Q4: 10,418 shares; 2026Q1: 7,322 shares 7,322 $544K 0.02% -3,096 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,903 shares; 2025Q2: 6,383 shares; 2025Q3: 10,811 shares; 2025Q4: 11,921 shares; 2026Q1: 10,054 shares 10,054 $544K 0.02% -1,867 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,749 shares; 2025Q2: not reported; 2025Q3: 13,107 shares; 2025Q4: 13,553 shares; 2026Q1: 16,106 shares 16,106 $543K 0.02% +2,553 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,133 shares; 2025Q3: 8,185 shares; 2025Q4: 8,771 shares; 2026Q1: 9,902 shares 9,902 $543K 0.02% +1,131 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,578 shares; 2025Q1: 36,190 shares; 2025Q2: 3,820 shares; 2025Q3: 9,349 shares; 2025Q4: 8,329 shares; 2026Q1: 8,485 shares 8,485 $542K 0.02% +156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,057 shares; 2025Q4: 5,877 shares; 2026Q1: 9,195 shares 9,195 $541K 0.02% +3,318 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,005 shares; 2024Q4: 44,138 shares; 2025Q1: 38,381 shares; 2025Q2: 24,871 shares; 2025Q3: 28,630 shares; 2025Q4: 29,703 shares; 2026Q1: 30,429 shares 30,429 $540K 0.02% +726 Timeline MBB 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: 3,467 shares; 2024Q4: 2,863 shares; 2025Q1: 3,935 shares; 2025Q2: 4,852 shares; 2025Q3: 5,762 shares; 2025Q4: 5,498 shares; 2026Q1: 5,678 shares 5,678 $539K 0.02% +180 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,629 shares; 2025Q1: 5,886 shares; 2025Q2: 13,801 shares; 2025Q3: 17,045 shares; 2025Q4: 19,681 shares; 2026Q1: 23,633 shares 23,633 $538K 0.02% +3,952 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,784 shares; 2025Q1: 2,786 shares; 2025Q2: 2,744 shares; 2025Q3: 2,813 shares; 2025Q4: 2,822 shares; 2026Q1: 2,836 shares 2,836 $538K 0.02% +14 Timeline XTEN 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: 6,828 shares; 2025Q3: 9,900 shares; 2025Q4: 10,802 shares; 2026Q1: 11,683 shares 11,683 $536K 0.02% +881 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,332 shares; 2025Q4: 13,417 shares; 2026Q1: 17,719 shares 17,719 $535K 0.02% +4,302 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,524 shares; 2025Q4: 5,963 shares; 2026Q1: 6,168 shares 6,168 $534K 0.02% +205 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 929 shares; 2025Q4: 1,216 shares; 2026Q1: 1,354 shares 1,354 $534K 0.02% +138 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,419 shares; 2024Q4: 7,981 shares; 2025Q1: 6,255 shares; 2025Q2: 7,402 shares; 2025Q3: 7,248 shares; 2025Q4: 7,171 shares; 2026Q1: 5,893 shares 5,893 $533K 0.02% -1,278 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: 16,505 shares 16,505 $531K 0.02% new Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,316 shares; 2024Q4: 33,329 shares; 2025Q1: 33,321 shares; 2025Q2: 33,323 shares; 2025Q3: 33,743 shares; 2025Q4: 34,069 shares; 2026Q1: 31,729 shares 31,729 $530K 0.02% -2,340 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 552 shares; 2025Q2: 513 shares; 2025Q3: 1,599 shares; 2025Q4: 1,555 shares; 2026Q1: 1,602 shares 1,602 $526K 0.02% +47 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404 shares; 2024Q4: 1,395 shares; 2025Q1: 1,397 shares; 2025Q2: 1,302 shares; 2025Q3: 1,700 shares; 2025Q4: 1,640 shares; 2026Q1: 1,608 shares 1,608 $526K 0.02% -32 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: not reported; 2024Q4: not reported; 2025Q1: 3,584 shares; 2025Q2: 3,696 shares; 2025Q3: 9,610 shares; 2025Q4: 8,847 shares; 2026Q1: 6,432 shares 6,432 $526K 0.02% -2,415 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,648 shares; 2024Q4: 7,999 shares; 2025Q1: 7,411 shares; 2025Q2: 7,655 shares; 2025Q3: 10,276 shares; 2025Q4: 9,220 shares; 2026Q1: 8,687 shares 8,687 $525K 0.02% -533 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: 1,245 shares; 2024Q4: 1,270 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,269 shares; 2025Q4: 2,290 shares; 2026Q1: 2,521 shares 2,521 $525K 0.02% +231 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,488 shares; 2025Q4: 2,652 shares; 2026Q1: 2,392 shares 2,392 $524K 0.02% -260 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,962 shares; 2024Q4: 47,020 shares; 2025Q1: 33,530 shares; 2025Q2: 52,272 shares; 2025Q3: 57,983 shares; 2025Q4: 57,199 shares; 2026Q1: 51,454 shares 51,454 $524K 0.02% -5,745 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,525 shares 17,525 $522K 0.02% new Timeline DMAX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,641 shares 19,641 $522K 0.02% new 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: 5,501 shares; 2024Q4: 5,518 shares; 2025Q1: 5,586 shares; 2025Q2: 5,481 shares; 2025Q3: 5,512 shares; 2025Q4: 5,381 shares; 2026Q1: 5,637 shares 5,637 $519K 0.02% +256 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,962 shares; 2025Q1: 2,962 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,071 shares; 2026Q1: 4,071 shares 4,071 $513K 0.02% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,123 shares; 2025Q1: 20,701 shares; 2025Q2: not reported; 2025Q3: 3,739 shares; 2025Q4: 4,129 shares; 2026Q1: 4,305 shares 4,305 $511K 0.02% +176 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,529 shares; 2025Q4: 6,424 shares; 2026Q1: 8,335 shares 8,335 $508K 0.02% +1,911 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,543 shares; 2026Q1: 5,969 shares 5,969 $504K 0.02% +1,426 Timeline XMPT 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: 17,883 shares; 2024Q4: 17,179 shares; 2025Q1: 21,843 shares; 2025Q2: 19,363 shares; 2025Q3: 21,074 shares; 2025Q4: 23,775 shares; 2026Q1: 23,383 shares 23,383 $503K 0.02% -392 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 14,164 shares; 2025Q1: 14,624 shares; 2025Q2: 12,534 shares; 2025Q3: 9,997 shares; 2025Q4: 11,337 shares; 2026Q1: 10,574 shares 10,574 $501K 0.02% -763 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,120 shares; 2025Q4: 1,960 shares; 2026Q1: 2,465 shares 2,465 $500K 0.02% +505 Timeline PFXF 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: 93,696 shares; 2024Q4: 91,046 shares; 2025Q1: 94,158 shares; 2025Q2: 33,164 shares; 2025Q3: 34,505 shares; 2025Q4: 32,366 shares; 2026Q1: 27,994 shares 27,994 $491K 0.02% -4,372 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,261 shares; 2025Q3: 1,918 shares; 2025Q4: 2,295 shares; 2026Q1: 2,791 shares 2,791 $487K 0.02% +496 Timeline CSX CSX CORP More: the full row for CSX 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: 8,608 shares; 2025Q3: 11,753 shares; 2025Q4: 11,902 shares; 2026Q1: 11,830 shares 11,830 $486K 0.02% -72 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,844 shares; 2026Q1: 8,786 shares 8,786 $485K 0.02% +4,942 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,526 shares; 2025Q1: 5,932 shares; 2025Q2: 5,949 shares; 2025Q3: 6,091 shares; 2025Q4: 4,973 shares; 2026Q1: 6,283 shares 6,283 $484K 0.02% +1,310 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,817 shares; 2025Q4: 24,145 shares; 2026Q1: 23,107 shares 23,107 $484K 0.02% -1,038 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,278 shares; 2026Q1: 13,348 shares 13,348 $484K 0.02% +70 Timeline BAI 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: 11,659 shares; 2025Q4: 12,517 shares; 2026Q1: 14,613 shares 14,613 $481K 0.02% +2,096 Timeline URTH 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: 2,946 shares; 2024Q4: 2,936 shares; 2025Q1: 2,720 shares; 2025Q2: 2,720 shares; 2025Q3: 2,714 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares 2,663 $479K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 892 shares; 2025Q1: 907 shares; 2025Q2: 922 shares; 2025Q3: 1,146 shares; 2025Q4: 1,172 shares; 2026Q1: 1,076 shares 1,076 $479K 0.02% -96 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,123 shares; 2025Q2: 5,379 shares; 2025Q3: 5,080 shares; 2025Q4: 5,901 shares; 2026Q1: 6,032 shares 6,032 $478K 0.02% +131 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,616 shares; 2026Q1: 1,499 shares 1,499 $477K 0.02% -117 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,887 shares; 2024Q4: 9,227 shares; 2025Q1: 12,195 shares; 2025Q2: 12,433 shares; 2025Q3: 19,981 shares; 2025Q4: 15,136 shares; 2026Q1: 8,740 shares 8,740 $477K 0.02% -6,396 Timeline AOK 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: 30,143 shares; 2024Q4: 16,189 shares; 2025Q1: 14,586 shares; 2025Q2: 14,632 shares; 2025Q3: 13,306 shares; 2025Q4: 12,113 shares; 2026Q1: 11,943 shares 11,943 $476K 0.02% -170 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC 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: 950 shares; 2025Q4: 2,041 shares; 2026Q1: 964 shares 964 $474K 0.02% -1,077 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,567 shares; 2025Q1: 3,427 shares; 2025Q2: 3,540 shares; 2025Q3: 3,786 shares; 2025Q4: 3,943 shares; 2026Q1: 3,914 shares 3,914 $473K 0.02% -29 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: 2,311 shares; 2024Q4: 2,307 shares; 2025Q1: 2,637 shares; 2025Q2: 2,699 shares; 2025Q3: 3,694 shares; 2025Q4: 3,845 shares; 2026Q1: 3,768 shares 3,768 $472K 0.02% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,421 shares; 2025Q3: 2,421 shares; 2025Q4: 2,436 shares; 2026Q1: 2,484 shares 2,484 $471K 0.02% +48 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,067 shares; 2025Q2: 5,011 shares; 2025Q3: 13,418 shares; 2025Q4: 11,635 shares; 2026Q1: 8,882 shares 8,882 $468K 0.02% -2,753 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,835 shares; 2024Q4: 23,062 shares; 2025Q1: 24,265 shares; 2025Q2: 32,134 shares; 2025Q3: 28,674 shares; 2025Q4: 29,896 shares; 2026Q1: 26,927 shares 26,927 $467K 0.02% -2,969 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,815 shares; 2025Q4: 5,256 shares; 2026Q1: 5,476 shares 5,476 $467K 0.02% +220 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 11,981 shares; 2025Q1: 17,367 shares; 2025Q2: 18,099 shares; 2025Q3: 19,408 shares; 2025Q4: 18,774 shares; 2026Q1: 9,805 shares 9,805 $467K 0.02% -8,969 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,350 shares; 2025Q2: 17,208 shares; 2025Q3: 17,457 shares; 2025Q4: 17,250 shares; 2026Q1: 22,899 shares 22,899 $466K 0.02% +5,649 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: 924 shares; 2025Q4: 888 shares; 2026Q1: 958 shares 958 $465K 0.02% +70 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 12,408 shares; 2025Q3: 10,678 shares; 2025Q4: 8,857 shares; 2026Q1: 2,173 shares 2,173 $464K 0.02% -6,684 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,511 shares; 2025Q2: 9,338 shares; 2025Q3: 10,108 shares; 2025Q4: 8,362 shares; 2026Q1: 9,178 shares 9,178 $462K 0.02% +816 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,415 shares; 2024Q4: 2,404 shares; 2025Q1: 2,506 shares; 2025Q2: 2,482 shares; 2025Q3: 5,161 shares; 2025Q4: 5,908 shares; 2026Q1: 3,190 shares 3,190 $461K 0.02% -2,718 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,915 shares; 2025Q4: 10,894 shares; 2026Q1: 9,527 shares 9,527 $458K 0.02% -1,367 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,133 shares; 2025Q1: 1,487 shares; 2025Q2: not reported; 2025Q3: 2,447 shares; 2025Q4: 2,544 shares; 2026Q1: 2,907 shares 2,907 $457K 0.02% +363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 572 shares; 2026Q1: 1,066 shares 1,066 $454K 0.02% +494 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,705 shares; 2024Q4: 32,426 shares; 2025Q1: 36,279 shares; 2025Q2: 41,442 shares; 2025Q3: 42,460 shares; 2025Q4: 25,527 shares; 2026Q1: 25,171 shares 25,171 $454K 0.02% -356 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,543 shares; 2026Q1: 6,561 shares 6,561 $454K 0.02% +1,018 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: 5,120 shares; 2025Q1: 10,224 shares; 2025Q2: 10,232 shares; 2025Q3: 9,977 shares; 2025Q4: 9,971 shares; 2026Q1: 7,921 shares 7,921 $452K 0.02% -2,050 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,309 shares; 2026Q1: 8,849 shares 8,849 $450K 0.02% +1,540 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,197 shares; 2024Q4: 14,757 shares; 2025Q1: 15,427 shares; 2025Q2: 16,719 shares; 2025Q3: 17,402 shares; 2025Q4: 16,370 shares; 2026Q1: 17,398 shares 17,398 $449K 0.02% +1,028 Timeline IYJ 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: 1,954 shares; 2024Q4: 2,466 shares; 2025Q1: 2,572 shares; 2025Q2: 2,716 shares; 2025Q3: 2,665 shares; 2025Q4: 3,023 shares; 2026Q1: 3,037 shares 3,037 $448K 0.02% +14 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,523 shares; 2025Q3: 4,431 shares; 2025Q4: 5,471 shares; 2026Q1: 7,563 shares 7,563 $446K 0.02% +2,092 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,336 shares; 2026Q1: 2,351 shares 2,351 $446K 0.02% +1,015 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 17,234 shares; 2025Q3: 26,102 shares; 2025Q4: 48,485 shares; 2026Q1: 46,938 shares 46,938 $445K 0.02% -1,547 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282,553 shares; 2025Q3: 387,578 shares; 2025Q4: 95,615 shares; 2026Q1: 22,531 shares 22,531 $442K 0.02% -73,084 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,430 shares; 2025Q2: 4,298 shares; 2025Q3: 5,848 shares; 2025Q4: 6,575 shares; 2026Q1: 6,144 shares 6,144 $441K 0.02% -431 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 789 shares; 2026Q1: 843 shares 843 $440K 0.02% +54 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: 1,274 shares; 2024Q4: 1,233 shares; 2025Q1: 1,461 shares; 2025Q2: 1,244 shares; 2025Q3: 1,295 shares; 2025Q4: 1,112 shares; 2026Q1: 1,235 shares 1,235 $440K 0.02% +123 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,358 shares; 2025Q4: 4,345 shares; 2026Q1: 4,426 shares 4,426 $440K 0.02% +81 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,110 shares; 2024Q4: 10,369 shares; 2025Q1: 9,349 shares; 2025Q2: 9,365 shares; 2025Q3: 11,943 shares; 2025Q4: 10,769 shares; 2026Q1: 10,179 shares 10,179 $439K 0.02% -590 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: not reported; 2024Q4: 10,903 shares; 2025Q1: 15,537 shares; 2025Q2: 13,788 shares; 2025Q3: 13,785 shares; 2025Q4: 15,746 shares; 2026Q1: 15,974 shares 15,974 $439K 0.02% +228 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,569 shares; 2025Q4: 20,315 shares; 2026Q1: 19,571 shares 19,571 $438K 0.02% -744 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,051 shares; 2025Q1: 9,260 shares; 2025Q2: 4,424 shares; 2025Q3: 6,395 shares; 2025Q4: 5,212 shares; 2026Q1: 6,294 shares 6,294 $436K 0.02% +1,082 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares; 2026Q1: 561 shares 561 $434K 0.02% -90 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,090 shares; 2025Q2: 5,848 shares; 2025Q3: 10,472 shares; 2025Q4: 13,154 shares; 2026Q1: 14,992 shares 14,992 $432K 0.02% +1,838 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,390 shares; 2025Q4: 13,891 shares; 2026Q1: 14,137 shares 14,137 $431K 0.02% +246 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,899 shares; 2026Q1: 2,392 shares 2,392 $429K 0.02% -507 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,987 shares; 2025Q1: 17,319 shares; 2025Q2: 13,758 shares; 2025Q3: 14,797 shares; 2025Q4: 17,042 shares; 2026Q1: 17,116 shares 17,116 $428K 0.02% +74 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: 10,846 shares; 2024Q4: 10,845 shares; 2025Q1: 10,599 shares; 2025Q2: 10,962 shares; 2025Q3: 893 shares; 2025Q4: 1,102 shares; 2026Q1: 1,295 shares 1,295 $426K 0.02% +193 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,652 shares; 2026Q1: 7,368 shares 7,368 $424K 0.02% -284 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,555 shares; 2024Q4: 3,375 shares; 2025Q1: 2,876 shares; 2025Q2: 2,528 shares; 2025Q3: 2,295 shares; 2025Q4: 2,668 shares; 2026Q1: 2,668 shares 2,668 $424K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,019 shares; 2025Q3: 5,342 shares; 2025Q4: 5,054 shares; 2026Q1: 7,340 shares 7,340 $423K 0.02% +2,286 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 87 shares; 2025Q4: 82 shares; 2026Q1: 100 shares 100 $422K 0.02% +18 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,452 shares; 2025Q1: 3,924 shares; 2025Q2: 3,935 shares; 2025Q3: 3,948 shares; 2025Q4: 3,955 shares; 2026Q1: 4,880 shares 4,880 $422K 0.02% +925 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 11,377 shares; 2025Q1: 12,289 shares; 2025Q2: 12,965 shares; 2025Q3: 13,176 shares; 2025Q4: 12,715 shares; 2026Q1: 12,247 shares 12,247 $422K 0.02% -468 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,996 shares; 2025Q3: 13,259 shares; 2025Q4: 13,259 shares; 2026Q1: 13,259 shares 13,259 $420K 0.02% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,659 shares; 2026Q1: 5,481 shares 5,481 $419K 0.02% +822 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,568 shares; 2025Q3: 10,549 shares; 2025Q4: 11,034 shares; 2026Q1: 12,578 shares 12,578 $416K 0.02% +1,544 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 761 shares; 2026Q1: 863 shares 863 $414K 0.02% +102 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 757 shares; 2025Q1: 780 shares; 2025Q2: 770 shares; 2025Q3: 1,513 shares; 2025Q4: 938 shares; 2026Q1: 926 shares 926 $413K 0.02% -12 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,065 shares; 2024Q4: 38,715 shares; 2025Q1: 37,418 shares; 2025Q2: 38,329 shares; 2025Q3: 37,754 shares; 2025Q4: 18,118 shares; 2026Q1: 17,431 shares 17,431 $413K 0.02% -687 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,882 shares; 2025Q4: 15,312 shares; 2026Q1: 12,002 shares 12,002 $411K 0.02% -3,310 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: not reported; 2025Q2: 5,889 shares; 2025Q3: 10,060 shares; 2025Q4: 10,032 shares; 2026Q1: 11,336 shares 11,336 $411K 0.02% +1,304 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: not reported; 2024Q4: not reported; 2025Q1: 3,434 shares; 2025Q2: 4,209 shares; 2025Q3: 5,608 shares; 2025Q4: 6,713 shares; 2026Q1: 5,672 shares 5,672 $410K 0.02% -1,041 Timeline JPIB 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: 8,578 shares 8,578 $410K 0.02% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,381 shares; 2025Q4: 7,654 shares; 2026Q1: 7,619 shares 7,619 $406K 0.02% -35 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,574 shares; 2025Q4: 6,559 shares; 2026Q1: 5,755 shares 5,755 $404K 0.02% -804 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 8,107 shares; 2025Q3: 10,906 shares; 2025Q4: 8,349 shares; 2026Q1: 8,357 shares 8,357 $403K 0.02% +8 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224,257 shares; 2025Q2: 47,483 shares; 2025Q3: 24,757 shares; 2025Q4: 23,390 shares; 2026Q1: 28,788 shares 28,788 $402K 0.02% +5,398 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: not reported; 2024Q4: 8,439 shares; 2025Q1: 6,826 shares; 2025Q2: 9,939 shares; 2025Q3: 14,998 shares; 2025Q4: 14,338 shares; 2026Q1: 13,196 shares 13,196 $400K 0.02% -1,142 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,315 shares; 2024Q4: 5,434 shares; 2025Q1: 8,695 shares; 2025Q2: 7,485 shares; 2025Q3: 10,485 shares; 2025Q4: 7,641 shares; 2026Q1: 8,800 shares 8,800 $398K 0.02% +1,159 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,023 shares; 2025Q2: 6,195 shares; 2025Q3: 7,280 shares; 2025Q4: 7,859 shares; 2026Q1: 7,900 shares 7,900 $396K 0.02% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,007 shares 1,007 $394K 0.02% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,117 shares; 2025Q3: 3,543 shares; 2025Q4: 5,184 shares; 2026Q1: 5,060 shares 5,060 $392K 0.02% -124 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,877 shares; 2025Q4: 1,358 shares; 2026Q1: 1,674 shares 1,674 $392K 0.02% +316 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,793 shares; 2025Q2: 6,693 shares; 2025Q3: 6,117 shares; 2025Q4: 5,813 shares; 2026Q1: 5,385 shares 5,385 $391K 0.02% -428 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,607 shares; 2025Q4: 7,516 shares; 2026Q1: 7,602 shares 7,602 $389K 0.02% +86 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 6,630 shares; 2025Q1: 6,630 shares; 2025Q2: 6,840 shares; 2025Q3: 6,862 shares; 2025Q4: 6,865 shares; 2026Q1: 6,865 shares 6,865 $388K 0.02% 0 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 1,924 shares 1,924 $388K 0.02% +257 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,200 shares; 2025Q4: 4,153 shares; 2026Q1: 3,276 shares 3,276 $387K 0.02% -877 Timeline RVNU 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: 16,075 shares; 2024Q4: 16,171 shares; 2025Q1: 16,221 shares; 2025Q2: 16,974 shares; 2025Q3: 17,064 shares; 2025Q4: 14,786 shares; 2026Q1: 15,661 shares 15,661 $386K 0.02% +875 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,998 shares; 2025Q4: 2,805 shares; 2026Q1: 2,849 shares 2,849 $385K 0.02% +44 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,574 shares; 2025Q1: 4,238 shares; 2025Q2: 3,335 shares; 2025Q3: 3,959 shares; 2025Q4: 4,103 shares; 2026Q1: 4,179 shares 4,179 $385K 0.02% +76 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,288 shares; 2025Q1: 3,616 shares; 2025Q2: 10,814 shares; 2025Q3: 11,284 shares; 2025Q4: 9,522 shares; 2026Q1: 3,423 shares 3,423 $383K 0.02% -6,099 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,818 shares; 2025Q4: 14,818 shares; 2026Q1: 15,922 shares 15,922 $381K 0.02% +1,104 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,217 shares; 2025Q4: 15,845 shares; 2026Q1: 11,508 shares 11,508 $379K 0.02% -4,337 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,495 shares; 2025Q4: 8,423 shares; 2026Q1: 8,167 shares 8,167 $379K 0.02% -256 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,494 shares; 2024Q4: 2,349 shares; 2025Q1: 2,446 shares; 2025Q2: 2,352 shares; 2025Q3: 3,412 shares; 2025Q4: 3,596 shares; 2026Q1: 3,709 shares 3,709 $379K 0.02% +113 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,889 shares; 2025Q1: 5,000 shares; 2025Q2: 4,958 shares; 2025Q3: 5,448 shares; 2025Q4: 5,527 shares; 2026Q1: 5,025 shares 5,025 $378K 0.02% -502 Timeline FREL 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: 16,959 shares; 2024Q4: 16,665 shares; 2025Q1: 16,275 shares; 2025Q2: 14,385 shares; 2025Q3: 14,128 shares; 2025Q4: 13,810 shares; 2026Q1: 14,036 shares 14,036 $378K 0.02% +226 Timeline CHPY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,708 shares; 2025Q4: not reported; 2026Q1: 6,750 shares 6,750 $376K 0.02% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,834 shares; 2025Q4: 14,524 shares; 2026Q1: 14,772 shares 14,772 $374K 0.02% +248 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 669 shares; 2025Q4: 678 shares; 2026Q1: 694 shares 694 $373K 0.02% +16 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,154 shares 3,154 $373K 0.02% new Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares; 2026Q1: 5,048 shares 5,048 $372K 0.02% +890 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,090 shares; 2025Q3: 3,308 shares; 2025Q4: 3,293 shares; 2026Q1: 4,372 shares 4,372 $371K 0.02% +1,079 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,756 shares; 2024Q4: 6,705 shares; 2025Q1: 6,806 shares; 2025Q2: 6,806 shares; 2025Q3: 6,007 shares; 2025Q4: 17,237 shares; 2026Q1: 9,079 shares 9,079 $371K 0.02% -8,158 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares 337 $368K 0.02% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,133 shares; 2025Q3: 5,919 shares; 2025Q4: 9,589 shares; 2026Q1: 9,826 shares 9,826 $368K 0.02% +237 Timeline COR CENCORA INC More: the full row for CENCORA 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: 737 shares; 2025Q3: 1,183 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares 1,168 $367K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares 1,356 $367K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,328 shares; 2026Q1: 1,510 shares 1,510 $366K 0.02% +182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,639 shares; 2025Q3: 2,857 shares; 2025Q4: 3,053 shares; 2026Q1: 2,785 shares 2,785 $365K 0.02% -268 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,676 shares; 2025Q3: 13,718 shares; 2025Q4: 13,515 shares; 2026Q1: 18,298 shares 18,298 $364K 0.02% +4,783 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,723 shares; 2025Q1: 4,946 shares; 2025Q2: 4,678 shares; 2025Q3: 4,671 shares; 2025Q4: 4,561 shares; 2026Q1: 4,331 shares 4,331 $363K 0.02% -230 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,044 shares 7,044 $362K 0.02% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,299 shares; 2025Q4: 7,696 shares; 2026Q1: 9,045 shares 9,045 $360K 0.02% +1,349 Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 33,800 shares; 2025Q1: 33,800 shares; 2025Q2: 33,800 shares; 2025Q3: 33,800 shares; 2025Q4: 33,800 shares; 2026Q1: 33,200 shares 33,200 $359K 0.02% -600 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,910 shares 11,910 $359K 0.02% new Timeline BUFD 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: 10,099 shares; 2024Q4: 10,837 shares; 2025Q1: 9,044 shares; 2025Q2: 8,991 shares; 2025Q3: 11,283 shares; 2025Q4: 12,627 shares; 2026Q1: 12,770 shares 12,770 $358K 0.02% +143 Timeline MOAT 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: 3,761 shares; 2024Q4: 6,205 shares; 2025Q1: 6,800 shares; 2025Q2: 6,380 shares; 2025Q3: 5,437 shares; 2025Q4: 3,627 shares; 2026Q1: 3,690 shares 3,690 $357K 0.02% +63 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,800 shares; 2025Q4: 14,833 shares; 2026Q1: 15,378 shares 15,378 $357K 0.02% +545 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,716 shares; 2026Q1: 7,796 shares 7,796 $355K 0.02% +1,080 Timeline GTO 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: 6,081 shares; 2024Q4: 5,848 shares; 2025Q1: 8,404 shares; 2025Q2: 4,554 shares; 2025Q3: 8,060 shares; 2025Q4: 7,593 shares; 2026Q1: 7,581 shares 7,581 $355K 0.02% -12 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 5,905 shares; 2025Q1: 7,914 shares; 2025Q2: 8,304 shares; 2025Q3: 12,703 shares; 2025Q4: 11,370 shares; 2026Q1: 11,019 shares 11,019 $353K 0.02% -351 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,804 shares; 2025Q3: 4,912 shares; 2025Q4: 3,541 shares; 2026Q1: 3,741 shares 3,741 $351K 0.02% +200 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,357 shares; 2025Q4: 2,622 shares; 2026Q1: 3,742 shares 3,742 $351K 0.02% +1,120 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,918 shares; 2025Q1: 3,959 shares; 2025Q2: 3,985 shares; 2025Q3: 4,095 shares; 2025Q4: 2,558 shares; 2026Q1: 2,548 shares 2,548 $349K 0.02% -10 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,250 shares; 2026Q1: 14,881 shares 14,881 $348K 0.02% +2,631 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 14,854 shares; 2025Q1: 13,786 shares; 2025Q2: 9,000 shares; 2025Q3: 16,821 shares; 2025Q4: 16,505 shares; 2026Q1: 14,909 shares 14,909 $348K 0.02% -1,596 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,148 shares 13,148 $347K 0.02% new Timeline PTLC 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: 34,800 shares; 2024Q4: 33,969 shares; 2025Q1: 34,043 shares; 2025Q2: not reported; 2025Q3: 8,681 shares; 2025Q4: 8,038 shares; 2026Q1: 6,600 shares 6,600 $346K 0.02% -1,438 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,534 shares; 2025Q4: 3,292 shares; 2026Q1: 3,184 shares 3,184 $346K 0.02% -108 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares 1,070 $345K 0.02% new Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,378 shares 7,378 $345K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,184 shares; 2025Q1: 2,224 shares; 2025Q2: 2,287 shares; 2025Q3: 4,010 shares; 2025Q4: 2,102 shares; 2026Q1: 2,039 shares 2,039 $345K 0.02% -63 Timeline PICB 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: 12,217 shares; 2024Q4: 12,447 shares; 2025Q1: 11,620 shares; 2025Q2: 11,023 shares; 2025Q3: 12,751 shares; 2025Q4: 13,746 shares; 2026Q1: 14,923 shares 14,923 $345K 0.02% +1,177 Timeline THRV THRIVE SERIES TRUST More: the full row for THRIVE SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,411 shares; 2026Q1: 14,089 shares 14,089 $344K 0.02% +3,678 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,127 shares; 2025Q2: 2,011 shares; 2025Q3: 2,930 shares; 2025Q4: 3,563 shares; 2026Q1: 3,494 shares 3,494 $344K 0.02% -69 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124 shares; 2025Q2: 160 shares; 2025Q3: 248 shares; 2025Q4: 109 shares; 2026Q1: 198 shares 198 $343K 0.02% +89 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,887 shares; 2025Q4: 4,396 shares; 2026Q1: 4,767 shares 4,767 $342K 0.02% +371 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,724 shares; 2026Q1: 1,813 shares 1,813 $342K 0.02% +89 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,394 shares 13,394 $342K 0.02% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,527 shares; 2025Q2: 10,527 shares; 2025Q3: 10,505 shares; 2025Q4: 10,482 shares; 2026Q1: 8,485 shares 8,485 $340K 0.02% -1,997 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,279 shares; 2026Q1: 8,638 shares 8,638 $337K 0.02% +2,359 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,169 shares 5,169 $334K 0.01% new 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: 34,776 shares; 2024Q4: 48,392 shares; 2025Q1: 23,252 shares; 2025Q2: 28,559 shares; 2025Q3: 8,611 shares; 2025Q4: 8,612 shares; 2026Q1: 7,649 shares 7,649 $333K 0.01% -963 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,056 shares; 2025Q4: 13,041 shares; 2026Q1: 13,526 shares 13,526 $333K 0.01% +485 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 478 shares; 2026Q1: 489 shares 489 $333K 0.01% +11 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,372 shares; 2025Q1: 31,307 shares; 2025Q2: 28,607 shares; 2025Q3: 28,607 shares; 2025Q4: 27,292 shares; 2026Q1: 25,287 shares 25,287 $333K 0.01% -2,005 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: 1,265 shares; 2024Q4: 1,481 shares; 2025Q1: 1,503 shares; 2025Q2: 1,426 shares; 2025Q3: 1,277 shares; 2025Q4: 1,272 shares; 2026Q1: 1,273 shares 1,273 $331K 0.01% +1 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,183 shares; 2025Q4: 4,780 shares; 2026Q1: 3,287 shares 3,287 $331K 0.01% -1,493 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,371 shares; 2025Q4: not reported; 2026Q1: 6,575 shares 6,575 $330K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 717 shares; 2025Q4: 779 shares; 2026Q1: 757 shares 757 $329K 0.01% -22 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,761 shares 10,761 $328K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,747 shares; 2025Q4: not reported; 2026Q1: 2,420 shares 2,420 $328K 0.01% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,928 shares; 2026Q1: 2,259 shares 2,259 $327K 0.01% +331 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,922 shares; 2025Q3: 4,147 shares; 2025Q4: 5,282 shares; 2026Q1: 6,285 shares 6,285 $327K 0.01% +1,003 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,843 shares; 2025Q2: 8,352 shares; 2025Q3: 8,349 shares; 2025Q4: 8,349 shares; 2026Q1: 11,749 shares 11,749 $324K 0.01% +3,400 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,521 shares; 2025Q4: 3,610 shares; 2026Q1: 4,352 shares 4,352 $322K 0.01% +742 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,777 shares 12,777 $321K 0.01% new Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,565 shares; 2025Q1: 20,237 shares; 2025Q2: 18,762 shares; 2025Q3: 13,022 shares; 2025Q4: 13,338 shares; 2026Q1: 12,313 shares 12,313 $320K 0.01% -1,025 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,593 shares; 2026Q1: 6,594 shares 6,594 $320K 0.01% +1 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,448 shares; 2025Q1: 2,457 shares; 2025Q2: 2,478 shares; 2025Q3: 2,502 shares; 2025Q4: 2,533 shares; 2026Q1: 2,533 shares 2,533 $317K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 741 shares; 2025Q1: 1,160 shares; 2025Q2: 1,356 shares; 2025Q3: 1,620 shares; 2025Q4: 1,608 shares; 2026Q1: 1,595 shares 1,595 $316K 0.01% -13 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,548 shares; 2025Q3: 3,140 shares; 2025Q4: 3,092 shares; 2026Q1: 2,793 shares 2,793 $316K 0.01% -299 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,289 shares; 2025Q4: 16,214 shares; 2026Q1: 12,392 shares 12,392 $316K 0.01% -3,822 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,632 shares; 2026Q1: 8,169 shares 8,169 $315K 0.01% +1,537 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,740 shares; 2026Q1: 39,057 shares 39,057 $314K 0.01% +11,317 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 71,667 shares; 2025Q1: 82,911 shares; 2025Q2: 50,620 shares; 2025Q3: 27,876 shares; 2025Q4: 15,827 shares; 2026Q1: 16,061 shares 16,061 $314K 0.01% +234 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,466 shares 6,466 $313K 0.01% new 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: 7,588 shares 7,588 $312K 0.01% new Timeline SMAX 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: 7,768 shares; 2025Q4: 11,600 shares; 2026Q1: 11,600 shares 11,600 $311K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,606 shares; 2025Q4: 17,494 shares; 2026Q1: 17,968 shares 17,968 $310K 0.01% +474 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,210 shares; 2025Q4: 13,782 shares; 2026Q1: 13,899 shares 13,899 $309K 0.01% +117 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,237 shares; 2025Q1: 1,566 shares; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 1,501 shares; 2026Q1: 1,328 shares 1,328 $307K 0.01% -173 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,159 shares; 2025Q4: 19,044 shares; 2026Q1: 19,353 shares 19,353 $306K 0.01% +309 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,540 shares; 2024Q4: 27,291 shares; 2025Q1: 27,952 shares; 2025Q2: 26,974 shares; 2025Q3: 29,637 shares; 2025Q4: 28,595 shares; 2026Q1: 29,732 shares 29,732 $306K 0.01% +1,137 Timeline EWC 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: 4,531 shares; 2026Q1: 5,557 shares 5,557 $304K 0.01% +1,026 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,326 shares; 2025Q4: 9,887 shares; 2026Q1: 8,611 shares 8,611 $304K 0.01% -1,276 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,546 shares 6,546 $304K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: 1,527 shares; 2025Q3: 3,904 shares; 2025Q4: 1,871 shares; 2026Q1: 1,528 shares 1,528 $303K 0.01% -343 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,142 shares; 2025Q4: 1,037 shares; 2026Q1: 1,138 shares 1,138 $303K 0.01% +101 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: not reported; 2025Q1: 5,402 shares; 2025Q2: not reported; 2025Q3: 5,339 shares; 2025Q4: 6,376 shares; 2026Q1: 6,557 shares 6,557 $302K 0.01% +181 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,825 shares; 2024Q4: 5,325 shares; 2025Q1: 5,325 shares; 2025Q2: 6,210 shares; 2025Q3: 6,210 shares; 2025Q4: 5,325 shares; 2026Q1: 5,413 shares 5,413 $302K 0.01% +88 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,096 shares; 2026Q1: 1,100 shares 1,100 $301K 0.01% +4 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,290 shares; 2026Q1: 9,290 shares 9,290 $299K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,997 shares; 2025Q4: 2,048 shares; 2026Q1: 1,815 shares 1,815 $298K 0.01% -233 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,985 shares; 2025Q4: 1,609 shares; 2026Q1: 1,534 shares 1,534 $298K 0.01% -75 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,433 shares 4,433 $297K 0.01% new Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,902 shares; 2024Q4: 8,646 shares; 2025Q1: 16,512 shares; 2025Q2: 16,512 shares; 2025Q3: 8,076 shares; 2025Q4: 7,642 shares; 2026Q1: 7,642 shares 7,642 $297K 0.01% 0 Timeline PMT PENNYMAC MTG INVT TR More: the full row for PENNYMAC MTG INVT 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: 13,501 shares; 2025Q4: 24,656 shares; 2026Q1: 25,356 shares 25,356 $296K 0.01% +700 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,558 shares 2,558 $295K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,033 shares; 2025Q4: 4,002 shares; 2026Q1: 2,004 shares 2,004 $293K 0.01% -1,998 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,117 shares; 2025Q4: 7,969 shares; 2026Q1: 8,700 shares 8,700 $292K 0.01% +731 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: 5,802 shares; 2026Q1: 6,282 shares 6,282 $292K 0.01% +480 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares 557 $291K 0.01% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,920 shares 2,920 $290K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 934 shares; 2026Q1: 1,010 shares 1,010 $290K 0.01% +76 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,720 shares; 2026Q1: 2,511 shares 2,511 $290K 0.01% -209 Timeline HYLB 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: 8,453 shares; 2025Q4: 8,423 shares; 2026Q1: 7,994 shares 7,994 $289K 0.01% -429 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,395 shares; 2026Q1: 19,000 shares 19,000 $287K 0.01% +605 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,103 shares; 2025Q3: 3,181 shares; 2025Q4: 3,229 shares; 2026Q1: 3,238 shares 3,238 $287K 0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,344 shares; 2025Q4: 1,629 shares; 2026Q1: 687 shares 687 $286K 0.01% -942 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,727 shares; 2025Q1: 2,731 shares; 2025Q2: 2,735 shares; 2025Q3: 2,739 shares; 2025Q4: 2,743 shares; 2026Q1: 2,342 shares 2,342 $286K 0.01% -401 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,777 shares 7,777 $285K 0.01% new Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,417 shares; 2026Q1: 5,714 shares 5,714 $285K 0.01% +297 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,969 shares; 2026Q1: 12,053 shares 12,053 $285K 0.01% +84 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: not reported; 2024Q4: 1,044 shares; 2025Q1: 1,046 shares; 2025Q2: 1,072 shares; 2025Q3: 1,462 shares; 2025Q4: 1,495 shares; 2026Q1: 1,435 shares 1,435 $284K 0.01% -60 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,942 shares; 2024Q4: 16,443 shares; 2025Q1: 13,467 shares; 2025Q2: 10,130 shares; 2025Q3: 16,367 shares; 2025Q4: 19,623 shares; 2026Q1: 15,579 shares 15,579 $284K 0.01% -4,044 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,707 shares 13,707 $284K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,571 shares; 2025Q4: 2,639 shares; 2026Q1: 2,577 shares 2,577 $283K 0.01% -62 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,087 shares; 2026Q1: 11,134 shares 11,134 $283K 0.01% +47 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,461 shares; 2025Q4: 11,078 shares; 2026Q1: 10,832 shares 10,832 $283K 0.01% -246 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,898 shares; 2025Q4: 2,778 shares; 2026Q1: 3,031 shares 3,031 $283K 0.01% +253 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,613 shares 9,613 $282K 0.01% new Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,428 shares; 2025Q2: 3,229 shares; 2025Q3: 2,675 shares; 2025Q4: 2,548 shares; 2026Q1: 2,658 shares 2,658 $281K 0.01% +110 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares 1,425 $279K 0.01% new Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,717 shares; 2025Q4: 9,864 shares; 2026Q1: 10,515 shares 10,515 $279K 0.01% +651 Timeline JPIE 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: 5,434 shares; 2026Q1: 6,054 shares 6,054 $279K 0.01% +620 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 4,673 shares; 2025Q1: 4,432 shares; 2025Q2: 2,150 shares; 2025Q3: 2,505 shares; 2025Q4: 2,241 shares; 2026Q1: 2,211 shares 2,211 $278K 0.01% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: not reported; 2026Q1: 1,359 shares 1,359 $278K 0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE 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: 8,948 shares; 2025Q3: 10,905 shares; 2025Q4: 13,790 shares; 2026Q1: 25,467 shares 25,467 $276K 0.01% +11,677 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,496 shares 2,496 $275K 0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,989 shares; 2024Q4: 11,622 shares; 2025Q1: 12,351 shares; 2025Q2: 13,004 shares; 2025Q3: 14,817 shares; 2025Q4: 13,864 shares; 2026Q1: 12,092 shares 12,092 $274K 0.01% -1,772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,102 shares; 2025Q4: 1,102 shares; 2026Q1: 1,099 shares 1,099 $274K 0.01% -3 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,959 shares; 2026Q1: 11,784 shares 11,784 $272K 0.01% +825 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: 945 shares; 2025Q2: 866 shares; 2025Q3: 1,605 shares; 2025Q4: 1,787 shares; 2026Q1: 1,773 shares 1,773 $271K 0.01% -14 Timeline JIRE 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: 4,871 shares; 2025Q4: 5,653 shares; 2026Q1: 3,579 shares 3,579 $271K 0.01% -2,074 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,632 shares; 2025Q4: 2,976 shares; 2026Q1: 2,410 shares 2,410 $271K 0.01% -566 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,745 shares; 2025Q2: not reported; 2025Q3: 5,619 shares; 2025Q4: 4,270 shares; 2026Q1: 3,826 shares 3,826 $271K 0.01% -444 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,980 shares; 2025Q4: 4,026 shares; 2026Q1: 4,056 shares 4,056 $270K 0.01% +30 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,518 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,407 shares 4,407 $269K 0.01% new Timeline GIGB 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: 4,469 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,806 shares; 2025Q4: 5,226 shares; 2026Q1: 5,864 shares 5,864 $269K 0.01% +638 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,332 shares; 2025Q4: 5,638 shares; 2026Q1: 5,831 shares 5,831 $268K 0.01% +193 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,261 shares; 2025Q4: 7,760 shares; 2026Q1: 6,125 shares 6,125 $268K 0.01% -1,635 Timeline SQMX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,020 shares 8,020 $267K 0.01% new Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,723 shares; 2025Q2: 10,723 shares; 2025Q3: 10,723 shares; 2025Q4: not reported; 2026Q1: 10,499 shares 10,499 $267K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,596 shares; 2025Q1: 1,920 shares; 2025Q2: 1,155 shares; 2025Q3: 1,513 shares; 2025Q4: 1,258 shares; 2026Q1: 1,763 shares 1,763 $266K 0.01% +505 Timeline HBTA HORIZON FDS More: the full row for HORIZON 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: 9,970 shares; 2025Q4: 9,929 shares; 2026Q1: 9,908 shares 9,908 $265K 0.01% -21 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,469 shares 2,469 $265K 0.01% new Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,508 shares; 2024Q4: 11,757 shares; 2025Q1: 11,721 shares; 2025Q2: 11,721 shares; 2025Q3: 12,674 shares; 2025Q4: 13,364 shares; 2026Q1: 14,563 shares 14,563 $264K 0.01% +1,199 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,701 shares; 2025Q2: 4,849 shares; 2025Q3: 5,236 shares; 2025Q4: 5,036 shares; 2026Q1: 5,008 shares 5,008 $264K 0.01% -28 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,312 shares; 2026Q1: 5,201 shares 5,201 $264K 0.01% +889 Timeline JMEE 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: 3,492 shares; 2025Q4: 3,458 shares; 2026Q1: 3,949 shares 3,949 $264K 0.01% +491 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,994 shares; 2024Q4: 3,692 shares; 2025Q1: 3,098 shares; 2025Q2: 3,102 shares; 2025Q3: 3,108 shares; 2025Q4: 2,843 shares; 2026Q1: 2,847 shares 2,847 $263K 0.01% +4 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,419 shares; 2024Q4: 3,425 shares; 2025Q1: 3,622 shares; 2025Q2: 3,420 shares; 2025Q3: 3,999 shares; 2025Q4: 3,224 shares; 2026Q1: 3,244 shares 3,244 $263K 0.01% +20 Timeline IFLN 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: 19,369 shares; 2024Q4: 19,308 shares; 2025Q1: 19,941 shares; 2025Q2: 20,217 shares; 2025Q3: 20,595 shares; 2025Q4: 15,027 shares; 2026Q1: 14,633 shares 14,633 $263K 0.01% -394 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,030 shares; 2026Q1: 8,986 shares 8,986 $260K 0.01% -1,044 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,296 shares; 2025Q4: 1,471 shares; 2026Q1: 1,499 shares 1,499 $260K 0.01% +28 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,506 shares; 2024Q4: 7,506 shares; 2025Q1: 7,396 shares; 2025Q2: 7,364 shares; 2025Q3: 7,706 shares; 2025Q4: 7,203 shares; 2026Q1: 7,109 shares 7,109 $259K 0.01% -94 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: 908 shares; 2026Q1: 890 shares 890 $259K 0.01% -18 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,575 shares; 2026Q1: 5,728 shares 5,728 $258K 0.01% +153 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,771 shares 5,771 $258K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,826 shares; 2025Q4: 3,205 shares; 2026Q1: 3,411 shares 3,411 $257K 0.01% +206 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH 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: not reported; 2025Q3: 7,323 shares; 2025Q4: 7,297 shares; 2026Q1: 7,669 shares 7,669 $256K 0.01% +372 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,833 shares 4,833 $255K 0.01% new Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 461,445 shares; 2025Q4: 6,660 shares; 2026Q1: 6,660 shares 6,660 $254K 0.01% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,658 shares; 2024Q4: 17,135 shares; 2025Q1: 16,146 shares; 2025Q2: 15,773 shares; 2025Q3: 24,952 shares; 2025Q4: 7,289 shares; 2026Q1: 6,858 shares 6,858 $253K 0.01% -431 Timeline IGLB 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: 5,041 shares; 2024Q4: 5,041 shares; 2025Q1: 5,041 shares; 2025Q2: 5,041 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares; 2026Q1: 5,087 shares 5,087 $252K 0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,880 shares; 2025Q4: 3,264 shares; 2026Q1: 4,011 shares 4,011 $252K 0.01% +747 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,669 shares; 2025Q4: 3,463 shares; 2026Q1: 3,158 shares 3,158 $251K 0.01% -305 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,852 shares 3,852 $251K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,249 shares 2,249 $251K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,150 shares; 2025Q4: 11,892 shares; 2026Q1: 11,352 shares 11,352 $249K 0.01% -540 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,225 shares; 2025Q4: 5,427 shares; 2026Q1: 5,430 shares 5,430 $248K 0.01% +3 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,750 shares; 2025Q4: 9,362 shares; 2026Q1: 9,073 shares 9,073 $247K 0.01% -289 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: not reported; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 897 shares; 2025Q3: 902 shares; 2025Q4: 899 shares; 2026Q1: 899 shares 899 $247K 0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,005 shares; 2024Q4: 27,606 shares; 2025Q1: 27,995 shares; 2025Q2: 29,403 shares; 2025Q3: 29,997 shares; 2025Q4: 30,580 shares; 2026Q1: 29,903 shares 29,903 $246K 0.01% -677 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,786 shares 9,786 $245K 0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,680 shares 1,680 $244K 0.01% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,913 shares; 2025Q2: 11,663 shares; 2025Q3: 11,679 shares; 2025Q4: 12,381 shares; 2026Q1: 13,034 shares 13,034 $244K 0.01% +653 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: 5,412 shares; 2024Q4: 5,166 shares; 2025Q1: 5,477 shares; 2025Q2: 5,666 shares; 2025Q3: 2,089 shares; 2025Q4: 1,289 shares; 2026Q1: 1,296 shares 1,296 $242K 0.01% +7 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,318 shares; 2025Q4: 2,285 shares; 2026Q1: 2,284 shares 2,284 $242K 0.01% -1 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 677 shares; 2026Q1: 804 shares 804 $240K 0.01% +127 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,341 shares 4,341 $240K 0.01% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,747 shares; 2025Q4: 2,683 shares; 2026Q1: 2,062 shares 2,062 $239K 0.01% -621 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,256 shares; 2025Q4: 8,039 shares; 2026Q1: 9,842 shares 9,842 $238K 0.01% +1,803 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 5,678 shares; 2025Q1: 6,750 shares; 2025Q2: 5,544 shares; 2025Q3: 5,571 shares; 2025Q4: 5,613 shares; 2026Q1: 5,203 shares 5,203 $238K 0.01% -410 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,748 shares; 2026Q1: 12,039 shares 12,039 $238K 0.01% +291 Timeline NEAR 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: 5,441 shares; 2025Q3: 12,194 shares; 2025Q4: 4,568 shares; 2026Q1: 4,681 shares 4,681 $238K 0.01% +113 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,879 shares 5,879 $238K 0.01% new Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,577 shares 1,577 $237K 0.01% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,450 shares; 2025Q1: 4,235 shares; 2025Q2: 3,849 shares; 2025Q3: 4,114 shares; 2025Q4: 3,726 shares; 2026Q1: 2,809 shares 2,809 $235K 0.01% -917 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: not reported; 2024Q4: not reported; 2025Q1: 2,063 shares; 2025Q2: 2,043 shares; 2025Q3: 2,184 shares; 2025Q4: 2,248 shares; 2026Q1: 2,533 shares 2,533 $234K 0.01% +285 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,726 shares; 2026Q1: 4,366 shares 4,366 $233K 0.01% +640 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,425 shares; 2025Q4: 2,064 shares; 2026Q1: 1,759 shares 1,759 $232K 0.01% -305 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: 10,263 shares; 2024Q4: 12,302 shares; 2025Q1: 11,565 shares; 2025Q2: 11,296 shares; 2025Q3: 12,349 shares; 2025Q4: 12,217 shares; 2026Q1: 10,784 shares 10,784 $232K 0.01% -1,433 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,119 shares; 2025Q4: 4,810 shares; 2026Q1: 4,862 shares 4,862 $231K 0.01% +52 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,369 shares 1,369 $231K 0.01% +122 Timeline GPTY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,405 shares; 2025Q4: not reported; 2026Q1: 6,336 shares 6,336 $231K 0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,922 shares; 2026Q1: 1,802 shares 1,802 $230K 0.01% -120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,815 shares; 2025Q4: 1,033 shares; 2026Q1: 1,024 shares 1,024 $230K 0.01% -9 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,394 shares; 2026Q1: 7,437 shares 7,437 $229K 0.01% +43 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 1,865 shares; 2026Q1: 1,801 shares 1,801 $227K 0.01% -64 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 6,671 shares 6,671 $227K 0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,633 shares; 2025Q2: 4,595 shares; 2025Q3: 5,457 shares; 2025Q4: 4,823 shares; 2026Q1: 4,823 shares 4,823 $226K 0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,427 shares; 2025Q2: 1,977 shares; 2025Q3: 2,065 shares; 2025Q4: 1,810 shares; 2026Q1: 1,867 shares 1,867 $225K 0.01% +57 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: not reported; 2024Q4: not reported; 2025Q1: 688 shares; 2025Q2: 755 shares; 2025Q3: 813 shares; 2025Q4: 975 shares; 2026Q1: 1,104 shares 1,104 $224K 0.01% +129 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: 2,932 shares; 2024Q4: 2,135 shares; 2025Q1: 3,109 shares; 2025Q2: 2,970 shares; 2025Q3: 1,708 shares; 2025Q4: 1,976 shares; 2026Q1: 1,290 shares 1,290 $223K 0.01% -686 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,070 shares 6,070 $223K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,249 shares; 2025Q4: 1,202 shares; 2026Q1: 1,073 shares 1,073 $223K 0.01% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,568 shares 3,568 $223K 0.01% new Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,808 shares; 2025Q4: 6,420 shares; 2026Q1: 6,283 shares 6,283 $223K 0.01% -137 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 886 shares 886 $222K 0.01% +47 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,215 shares 5,215 $222K 0.01% new Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,976 shares; 2026Q1: 3,355 shares 3,355 $222K 0.01% -621 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 3,385 shares; 2025Q4: 1,576 shares; 2026Q1: 1,474 shares 1,474 $221K 0.01% -102 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,298 shares 9,298 $220K 0.01% new Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,954 shares; 2026Q1: 5,954 shares 5,954 $219K 0.01% 0 Timeline GRNT GRANITE RIDGE RESOURCES INC More: the full row for GRANITE RIDGE RESOURCES 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: 38,659 shares; 2026Q1: 37,126 shares 37,126 $218K 0.01% -1,533 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: not reported; 2025Q1: 9,685 shares; 2025Q2: 8,764 shares; 2025Q3: 8,947 shares; 2025Q4: 9,241 shares; 2026Q1: 8,794 shares 8,794 $218K 0.01% -447 Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,413 shares; 2026Q1: 6,413 shares 6,413 $217K 0.01% 0 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,447 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,360 shares 4,360 $217K 0.01% new Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 6,742 shares; 2025Q4: 6,742 shares; 2026Q1: 6,742 shares 6,742 $217K 0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,682 shares; 2025Q4: not reported; 2026Q1: 2,642 shares 2,642 $216K 0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,091 shares 1,091 $216K 0.01% new 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: 4,110 shares 4,110 $216K 0.01% new Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,735 shares; 2026Q1: 4,852 shares 4,852 $215K 0.01% +117 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 460 shares; 2025Q4: 493 shares; 2026Q1: 527 shares 527 $215K 0.01% +34 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,084 shares; 2025Q4: 3,054 shares; 2026Q1: 3,013 shares 3,013 $215K 0.01% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714 shares; 2025Q4: 718 shares; 2026Q1: 219 shares 219 $215K 0.01% -499 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,266 shares; 2026Q1: 2,260 shares 2,260 $214K 0.01% -6 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,462 shares 2,462 $214K 0.01% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,849 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,946 shares 1,946 $213K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,138 shares 3,138 $213K 0.01% new Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,677 shares 3,677 $212K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,626 shares 1,626 $211K 0.01% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,451 shares; 2025Q4: 1,559 shares; 2026Q1: 1,507 shares 1,507 $211K 0.01% -52 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,745 shares 1,745 $210K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 341 shares; 2025Q1: 340 shares; 2025Q2: 342 shares; 2025Q3: 854 shares; 2025Q4: 598 shares; 2026Q1: 486 shares 486 $210K 0.01% -112 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,820 shares; 2025Q4: 6,799 shares; 2026Q1: 6,818 shares 6,818 $210K 0.01% +19 Timeline PFFV 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: 54,646 shares; 2024Q4: 52,446 shares; 2025Q1: 57,423 shares; 2025Q2: 15,156 shares; 2025Q3: 13,551 shares; 2025Q4: 13,506 shares; 2026Q1: 9,623 shares 9,623 $210K 0.01% -3,883 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,004 shares; 2024Q4: 9,368 shares; 2025Q1: 14,475 shares; 2025Q2: 9,502 shares; 2025Q3: 8,188 shares; 2025Q4: 3,442 shares; 2026Q1: 2,833 shares 2,833 $209K 0.01% -609 Timeline REGL 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: 2,785 shares; 2024Q4: 2,883 shares; 2025Q1: 2,607 shares; 2025Q2: not reported; 2025Q3: 4,456 shares; 2025Q4: 3,365 shares; 2026Q1: 2,417 shares 2,417 $209K 0.01% -948 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,531 shares; 2025Q1: 13,531 shares; 2025Q2: 13,531 shares; 2025Q3: 14,031 shares; 2025Q4: 14,131 shares; 2026Q1: 14,131 shares 14,131 $209K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,068 shares 3,068 $208K 0.01% new Timeline BETH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,415 shares 5,415 $208K 0.01% new 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: 10,386 shares; 2024Q4: 10,315 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,080 shares; 2025Q4: 14,247 shares; 2026Q1: 13,238 shares 13,238 $207K 0.01% -1,009 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,124 shares 6,124 $207K 0.01% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,067 shares 5,067 $207K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,632 shares; 2025Q2: 15,394 shares; 2025Q3: 14,629 shares; 2025Q4: 13,189 shares; 2026Q1: 13,017 shares 13,017 $207K 0.01% -172 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,327 shares; 2024Q4: 8,465 shares; 2025Q1: 15,653 shares; 2025Q2: 15,653 shares; 2025Q3: 7,870 shares; 2025Q4: 5,068 shares; 2026Q1: 4,857 shares 4,857 $206K 0.01% -211 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,960 shares; 2025Q3: 4,248 shares; 2025Q4: 3,408 shares; 2026Q1: 3,890 shares 3,890 $206K 0.01% +482 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,321 shares 3,321 $206K 0.01% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,655 shares; 2025Q1: 10,047 shares; 2025Q2: not reported; 2025Q3: 7,756 shares; 2025Q4: 7,845 shares; 2026Q1: 7,807 shares 7,807 $205K 0.01% -38 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,692 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,649 shares 1,649 $205K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,614 shares; 2026Q1: 1,497 shares 1,497 $204K 0.01% -117 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,550 shares; 2025Q1: 48,600 shares; 2025Q2: 46,900 shares; 2025Q3: 47,600 shares; 2025Q4: 47,600 shares; 2026Q1: 6,030 shares 6,030 $204K 0.01% -41,570 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,511 shares; 2026Q1: 5,323 shares 5,323 $204K 0.01% -188 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,582 shares; 2025Q4: 5,644 shares; 2026Q1: 5,713 shares 5,713 $203K 0.01% +69 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,444 shares; 2025Q3: 11,407 shares; 2025Q4: 7,528 shares; 2026Q1: 7,528 shares 7,528 $203K 0.01% 0 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,422 shares; 2024Q4: 22,195 shares; 2025Q1: 22,079 shares; 2025Q2: 11,088 shares; 2025Q3: 10,594 shares; 2025Q4: 10,023 shares; 2026Q1: 10,068 shares 10,068 $203K 0.01% +45 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,369 shares; 2025Q4: not reported; 2026Q1: 7,807 shares 7,807 $200K 0.01% new Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,686 shares 23,686 $195K 0.01% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,691 shares; 2024Q4: 35,486 shares; 2025Q1: 65,082 shares; 2025Q2: 31,716 shares; 2025Q3: 34,147 shares; 2025Q4: 34,537 shares; 2026Q1: 16,876 shares 16,876 $184K 0.01% -17,661 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,565 shares; 2024Q4: 23,640 shares; 2025Q1: 34,040 shares; 2025Q2: 23,640 shares; 2025Q3: 40,699 shares; 2025Q4: 30,783 shares; 2026Q1: 29,782 shares 29,782 $180K 0.01% -1,001 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,194 shares; 2025Q2: 27,485 shares; 2025Q3: 35,617 shares; 2025Q4: 32,971 shares; 2026Q1: 35,488 shares 35,488 $179K 0.01% +2,517 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,027 shares 11,027 $178K 0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,381 shares 19,381 $169K 0.01% new Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,496 shares; 2026Q1: 15,996 shares 15,996 $156K 0.01% -500 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,159 shares; 2026Q1: 10,392 shares 10,392 $149K 0.01% -1,767 Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,142 shares; 2025Q2: 25,220 shares; 2025Q3: 11,225 shares; 2025Q4: 13,220 shares; 2026Q1: 13,220 shares 13,220 $143K 0.01% 0 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,159 shares; 2026Q1: 25,209 shares 25,209 $139K 0.01% +8,050 Timeline AOHY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,935 shares; 2025Q4: 12,103 shares; 2026Q1: 11,759 shares 11,759 $129K 0.01% -344 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,080 shares; 2024Q4: 21,164 shares; 2025Q1: 19,432 shares; 2025Q2: 19,449 shares; 2025Q3: 16,673 shares; 2025Q4: 16,695 shares; 2026Q1: 16,706 shares 16,706 $126K 0.01% +11 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,458 shares; 2024Q4: 16,701 shares; 2025Q1: 17,461 shares; 2025Q2: 16,264 shares; 2025Q3: 16,023 shares; 2025Q4: 22,132 shares; 2026Q1: 23,593 shares 23,593 $122K 0.01% +1,461 Timeline BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,361 shares; 2024Q4: 14,534 shares; 2025Q1: 14,700 shares; 2025Q2: 14,329 shares; 2025Q3: 14,477 shares; 2025Q4: 14,508 shares; 2026Q1: 11,204 shares 11,204 $122K 0.01% -3,304 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 11,232 shares; 2025Q1: 12,837 shares; 2025Q2: 12,397 shares; 2025Q3: 14,162 shares; 2025Q4: 17,651 shares; 2026Q1: 17,140 shares 17,140 $119K 0.01% -511 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,528 shares; 2025Q2: 16,662 shares; 2025Q3: 16,665 shares; 2025Q4: 16,665 shares; 2026Q1: 16,665 shares 16,665 $117K 0.01% 0 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,768 shares; 2025Q4: 17,385 shares; 2026Q1: 17,385 shares 17,385 $102K <0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,342 shares; 2024Q4: 141,725 shares; 2025Q1: 161,840 shares; 2025Q2: 161,713 shares; 2025Q3: 19,394 shares; 2025Q4: 20,158 shares; 2026Q1: 20,741 shares 20,741 $101K <0.01% +583 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,626 shares; 2026Q1: 21,626 shares 21,626 $96.5K <0.01% 0 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,068 shares; 2025Q1: 10,744 shares; 2025Q2: 11,115 shares; 2025Q3: 11,489 shares; 2025Q4: 11,904 shares; 2026Q1: 12,329 shares 12,329 $94.6K <0.01% +425 Timeline BEEP MOBILE INFRASTRUCTURE CORP More: the full row for MOBILE INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,998 shares; 2024Q4: 71,832 shares; 2025Q1: 75,025 shares; 2025Q2: 61,249 shares; 2025Q3: 57,830 shares; 2025Q4: 47,935 shares; 2026Q1: 38,218 shares 38,218 $85.6K <0.01% -9,717 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT 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: 13,648 shares; 2025Q4: 11,067 shares; 2026Q1: 11,067 shares 11,067 $85K <0.01% 0 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 11,606 shares; 2026Q1: 11,906 shares 11,906 $76.8K <0.01% +300 Timeline BULL WEBULL CORP More: the full row for WEBULL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,198 shares; 2025Q4: 16,000 shares; 2026Q1: 15,722 shares 15,722 $75.5K <0.01% -278 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,675 shares; 2025Q2: 16,125 shares; 2025Q3: 17,063 shares; 2025Q4: 15,356 shares; 2026Q1: 12,296 shares 12,296 $73.7K <0.01% -3,060 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,905 shares 21,905 $72.3K <0.01% new Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,614 shares; 2025Q3: 16,614 shares; 2025Q4: 16,614 shares; 2026Q1: 10,546 shares 10,546 $68K <0.01% -6,068 Timeline IMRX IMMUNEERING CORP More: the full row for IMMUNEERING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $58K <0.01% 0 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,521 shares 11,521 $51.5K <0.01% new Timeline BENF BENEFICIENT More: the full row for BENEFICIENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,361 shares; 2026Q1: 11,817 shares 11,817 $41.4K <0.01% +1,456 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,191 shares; 2024Q4: 25,491 shares; 2025Q1: 26,716 shares; 2025Q2: 25,841 shares; 2025Q3: 21,718 shares; 2025Q4: 20,878 shares; 2026Q1: 10,781 shares 10,781 $28.4K <0.01% -10,097 Timeline MSTP GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $14.4K <0.01% new Timeline LUCD LUCID DIAGNOSTICS INC More: the full row for LUCID DIAGNOSTICS 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: 12,075 shares 12,075 $13.9K <0.01% new Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 15,000 shares; 2025Q1: 14,400 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $10.2K <0.01% 0 Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $6.54K <0.01% new Timeline BENFW BENEFICIENT More: the full row for BENEFICIENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $140 <0.01% 0 Timeline