EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,798 shares; 2025Q1: 6,807 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,812 shares; 2026Q1: 10,845 shares; 2026Q2: 9,953 shares 9,953 $529K 0.01% -892 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $528K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,511 shares; 2025Q1: 8,441 shares; 2025Q2: 7,850 shares; 2025Q3: 7,618 shares; 2025Q4: 7,548 shares; 2026Q1: 7,465 shares; 2026Q2: 6,871 shares 6,871 $527K 0.01% -594 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 64,145 shares; 2025Q1: 58,013 shares; 2025Q2: 55,236 shares; 2025Q3: 55,236 shares; 2025Q4: 41,872 shares; 2026Q1: 45,872 shares; 2026Q2: 42,772 shares 42,772 $527K 0.01% -3,100 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,756 shares; 2026Q2: 1,400 shares 1,400 $525K 0.01% -356 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 124 shares; 2025Q1: not reported; 2025Q2: 4,907 shares; 2025Q3: 4,909 shares; 2025Q4: 5,013 shares; 2026Q1: 5,368 shares; 2026Q2: 6,429 shares 6,429 $524K 0.01% +1,061 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,278 shares; 2025Q1: 4,151 shares; 2025Q2: 4,152 shares; 2025Q3: 3,153 shares; 2025Q4: 2,372 shares; 2026Q1: 3,994 shares; 2026Q2: 4,913 shares 4,913 $524K 0.01% +919 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,372 shares; 2025Q1: 9,803 shares; 2025Q2: 10,741 shares; 2025Q3: 6,827 shares; 2025Q4: 6,001 shares; 2026Q1: 7,278 shares; 2026Q2: 7,259 shares 7,259 $522K 0.01% -19 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,391 shares; 2025Q1: 11,391 shares; 2025Q2: 9,684 shares; 2025Q3: 11,716 shares; 2025Q4: 10,079 shares; 2026Q1: 14,462 shares; 2026Q2: 15,956 shares 15,956 $517K 0.01% +1,494 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,252 shares; 2025Q1: 8,252 shares; 2025Q2: 6,492 shares; 2025Q3: 6,458 shares; 2025Q4: 6,458 shares; 2026Q1: 37,506 shares; 2026Q2: 7,444 shares 7,444 $513K 0.01% -30,062 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,966 shares; 2025Q1: 3,205 shares; 2025Q2: 3,056 shares; 2025Q3: 3,349 shares; 2025Q4: 2,414 shares; 2026Q1: 1,693 shares; 2026Q2: 2,150 shares 2,150 $512K 0.01% +457 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,089 shares; 2025Q1: 4,948 shares; 2025Q2: 4,901 shares; 2025Q3: 4,596 shares; 2025Q4: 4,585 shares; 2026Q1: 4,584 shares; 2026Q2: 4,496 shares 4,496 $511K 0.01% -88 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,250 shares; 2025Q1: 10,362 shares; 2025Q2: 9,022 shares; 2025Q3: 5,187 shares; 2025Q4: 5,364 shares; 2026Q1: 5,074 shares; 2026Q2: 4,732 shares 4,732 $511K 0.01% -342 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,725 shares; 2025Q1: 17,062 shares; 2025Q2: 17,107 shares; 2025Q3: 17,144 shares; 2025Q4: 20,110 shares; 2026Q1: 12,269 shares; 2026Q2: 8,221 shares 8,221 $509K 0.01% -4,048 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,845 shares; 2025Q1: 45,960 shares; 2025Q2: 45,919 shares; 2025Q3: 53,458 shares; 2025Q4: 61,087 shares; 2026Q1: 66,282 shares; 2026Q2: 66,271 shares 66,271 $509K 0.01% -11 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,726 shares; 2025Q1: 29,839 shares; 2025Q2: 23,442 shares; 2025Q3: 22,629 shares; 2025Q4: 21,489 shares; 2026Q1: 12,430 shares; 2026Q2: 11,472 shares 11,472 $505K 0.01% -958 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; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: 1,179 shares; 2025Q2: 1,088 shares; 2025Q3: 1,101 shares; 2025Q4: 1,085 shares; 2026Q1: 1,071 shares; 2026Q2: 1,024 shares 1,024 $503K 0.01% -47 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,890 shares; 2026Q1: 18,673 shares; 2026Q2: 16,546 shares 16,546 $503K 0.01% -2,127 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,979 shares 2,979 $502K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,081 shares; 2025Q1: 3,002 shares; 2025Q2: 2,165 shares; 2025Q3: 2,062 shares; 2025Q4: 2,064 shares; 2026Q1: 2,130 shares; 2026Q2: 1,413 shares 1,413 $500K 0.01% -717 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,455 shares; 2025Q3: 9,205 shares; 2025Q4: 7,701 shares; 2026Q1: 2,194 shares; 2026Q2: 2,406 shares 2,406 $494K 0.01% +212 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,910 shares; 2025Q1: 10 shares; 2025Q2: 2,910 shares; 2025Q3: 4,210 shares; 2025Q4: 5,200 shares; 2026Q1: 5,206 shares; 2026Q2: 5,206 shares 5,206 $493K 0.01% 0 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 34,525 shares; 2025Q2: 48,838 shares; 2025Q3: 17,531 shares; 2025Q4: 18,329 shares; 2026Q1: 17,004 shares; 2026Q2: 19,679 shares 19,679 $490K 0.01% +2,675 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,762 shares; 2026Q2: 9,826 shares 9,826 $487K 0.01% +64 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,409 shares; 2025Q1: 14,945 shares; 2025Q2: 14,945 shares; 2025Q3: 10,945 shares; 2025Q4: 10,945 shares; 2026Q1: 13,225 shares; 2026Q2: 13,225 shares 13,225 $486K 0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,727 shares; 2026Q2: 4,731 shares 4,731 $484K 0.01% +4 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; 2024Q3: restricted; 2024Q4: 6,289 shares; 2025Q1: 20,375 shares; 2025Q2: 19,934 shares; 2025Q3: 20,656 shares; 2025Q4: 20,715 shares; 2026Q1: 21,867 shares; 2026Q2: 9,569 shares 9,569 $477K 0.01% -12,298 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; 2024Q3: restricted; 2024Q4: 59,258 shares; 2025Q1: 53,405 shares; 2025Q2: 50,774 shares; 2025Q3: 46,189 shares; 2025Q4: 21,838 shares; 2026Q1: 22,272 shares; 2026Q2: 20,277 shares 20,277 $475K 0.01% -1,995 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,073 shares; 2025Q4: 1,573 shares; 2026Q1: 1,948 shares; 2026Q2: 1,950 shares 1,950 $472K 0.01% +2 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,180 shares; 2025Q1: 7,177 shares; 2025Q2: 7,143 shares; 2025Q3: 7,143 shares; 2025Q4: 6,156 shares; 2026Q1: 5,742 shares; 2026Q2: 3,385 shares 3,385 $468K 0.01% -2,357 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,992 shares; 2026Q1: 2,862 shares; 2026Q2: 2,750 shares 2,750 $467K 0.01% -112 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 764 shares; 2025Q1: 860 shares; 2025Q2: 850 shares; 2025Q3: 865 shares; 2025Q4: 1,020 shares; 2026Q1: 993 shares; 2026Q2: 916 shares 916 $466K 0.01% -77 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,822 shares; 2025Q1: 3,118 shares; 2025Q2: 3,451 shares; 2025Q3: 3,745 shares; 2025Q4: 4,002 shares; 2026Q1: 4,972 shares; 2026Q2: 3,953 shares 3,953 $465K 0.01% -1,019 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; 2024Q3: restricted; 2024Q4: 19,462 shares; 2025Q1: 17,954 shares; 2025Q2: 18,009 shares; 2025Q3: 16,314 shares; 2025Q4: 16,224 shares; 2026Q1: 20,963 shares; 2026Q2: 17,937 shares 17,937 $463K 0.01% -3,026 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,257 shares; 2025Q1: 5,357 shares; 2025Q2: 7,021 shares; 2025Q3: 7,408 shares; 2025Q4: 7,654 shares; 2026Q1: 5,888 shares; 2026Q2: 6,081 shares 6,081 $462K 0.01% +193 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225 shares; 2025Q4: 327 shares; 2026Q1: 387 shares; 2026Q2: 406 shares 406 $460K 0.01% +19 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares; 2026Q2: 29,000 shares 29,000 $459K 0.01% 0 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,232 shares 11,232 $459K 0.01% new Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,873 shares 14,873 $458K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,407 shares 2,407 $456K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,862 shares; 2025Q1: 5,227 shares; 2025Q2: 8,905 shares; 2025Q3: 9,008 shares; 2025Q4: 8,265 shares; 2026Q1: 9,099 shares; 2026Q2: 9,098 shares 9,098 $455K 0.01% -1 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 405 shares; 2025Q1: 526 shares; 2025Q2: 526 shares; 2025Q3: 527 shares; 2025Q4: 531 shares; 2026Q1: 559 shares; 2026Q2: 570 shares 570 $453K 0.01% +11 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,150 shares; 2025Q1: 14,366 shares; 2025Q2: 14,296 shares; 2025Q3: 14,035 shares; 2025Q4: 13,467 shares; 2026Q1: 13,587 shares; 2026Q2: 13,000 shares 13,000 $452K 0.01% -587 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,279 shares; 2025Q1: 6,635 shares; 2025Q2: 6,480 shares; 2025Q3: 6,031 shares; 2025Q4: 6,031 shares; 2026Q1: 6,003 shares; 2026Q2: 5,840 shares 5,840 $451K 0.01% -163 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,909 shares; 2025Q3: 5,909 shares; 2025Q4: 5,909 shares; 2026Q1: 5,970 shares; 2026Q2: 5,970 shares 5,970 $449K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,320 shares; 2025Q1: 10,224 shares; 2025Q2: 8,547 shares; 2025Q3: 8,475 shares; 2025Q4: 8,168 shares; 2026Q1: 8,109 shares; 2026Q2: 8,413 shares 8,413 $447K 0.01% +304 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; 2024Q3: restricted; 2024Q4: 7,994 shares; 2025Q1: 2,420 shares; 2025Q2: 6,760 shares; 2025Q3: 6,775 shares; 2025Q4: 5,131 shares; 2026Q1: 5,486 shares; 2026Q2: 4,775 shares 4,775 $447K 0.01% -711 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; 2024Q3: restricted; 2024Q4: 501 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 927 shares; 2025Q4: 928 shares; 2026Q1: 972 shares; 2026Q2: 974 shares 974 $447K 0.01% +2 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,729 shares; 2025Q1: 8,205 shares; 2025Q2: 4,681 shares; 2025Q3: 4,693 shares; 2025Q4: 5,768 shares; 2026Q1: 6,108 shares; 2026Q2: 4,627 shares 4,627 $439K 0.01% -1,481 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,358 shares; 2025Q1: 1,443 shares; 2025Q2: 1,384 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,614 shares; 2026Q2: 1,819 shares 1,819 $433K 0.01% +205 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,241 shares; 2025Q1: 9,270 shares; 2025Q2: 9,312 shares; 2025Q3: 9,353 shares; 2025Q4: 9,409 shares; 2026Q1: 9,437 shares; 2026Q2: 9,468 shares 9,468 $432K 0.01% +31 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; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,103 shares; 2026Q1: 2,711 shares; 2026Q2: 3,164 shares 3,164 $430K 0.01% +453 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,954 shares; 2025Q1: 13,176 shares; 2025Q2: 13,011 shares; 2025Q3: 11,860 shares; 2025Q4: 11,592 shares; 2026Q1: 12,546 shares; 2026Q2: 22,915 shares 22,915 $428K 0.01% +10,369 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,120 shares; 2025Q1: 1,071 shares; 2025Q2: 1,011 shares; 2025Q3: 1,162 shares; 2025Q4: 1,166 shares; 2026Q1: 1,327 shares; 2026Q2: 1,361 shares 1,361 $426K 0.01% +34 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 3,194 shares; 2025Q2: 3,317 shares; 2025Q3: 3,152 shares; 2025Q4: 3,517 shares; 2026Q1: 3,528 shares; 2026Q2: 3,361 shares 3,361 $425K 0.01% -167 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,484 shares; 2025Q1: 9,924 shares; 2025Q2: 9,894 shares; 2025Q3: 9,943 shares; 2025Q4: 6,722 shares; 2026Q1: 6,464 shares; 2026Q2: 6,381 shares 6,381 $423K 0.01% -83 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,856 shares; 2026Q2: 4,271 shares 4,271 $423K 0.01% -8,585 Timeline SPHD 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; 2024Q3: restricted; 2024Q4: 13,358 shares; 2025Q1: 12,266 shares; 2025Q2: 10,088 shares; 2025Q3: 9,579 shares; 2025Q4: 9,518 shares; 2026Q1: 8,863 shares; 2026Q2: 8,403 shares 8,403 $422K 0.01% -460 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,449 shares; 2026Q2: 16,460 shares 16,460 $422K 0.01% +1,011 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; 2024Q3: restricted; 2024Q4: 385 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,839 shares; 2026Q2: 2,658 shares 2,658 $421K 0.01% +819 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,807 shares; 2025Q1: 8,777 shares; 2025Q2: 5,787 shares; 2025Q3: not reported; 2025Q4: 5,794 shares; 2026Q1: 8,747 shares; 2026Q2: 7,745 shares 7,745 $420K 0.01% -1,002 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; 2024Q3: restricted; 2024Q4: 18,294 shares; 2025Q1: 17,945 shares; 2025Q2: 17,844 shares; 2025Q3: 12,907 shares; 2025Q4: 12,757 shares; 2026Q1: 13,669 shares; 2026Q2: 13,606 shares 13,606 $420K 0.01% -63 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 15,260 shares; 2025Q1: 14,737 shares; 2025Q2: 14,324 shares; 2025Q3: 12,584 shares; 2025Q4: 12,445 shares; 2026Q1: 12,396 shares; 2026Q2: 12,511 shares 12,511 $419K 0.01% +115 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,146 shares; 2025Q1: 8,099 shares; 2025Q2: 8,099 shares; 2025Q3: 9,751 shares; 2025Q4: 8,411 shares; 2026Q1: 9,521 shares; 2026Q2: 9,517 shares 9,517 $418K 0.01% -4 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,385 shares 1,385 $418K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,229 shares; 2025Q1: 4,999 shares; 2025Q2: 6,898 shares; 2025Q3: 6,901 shares; 2025Q4: 5,427 shares; 2026Q1: 5,117 shares; 2026Q2: 5,292 shares 5,292 $417K 0.01% +175 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; 2024Q3: restricted; 2024Q4: 2,489 shares; 2025Q1: 2,326 shares; 2025Q2: 2,265 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares; 2026Q1: 2,136 shares; 2026Q2: 1,541 shares 1,541 $417K 0.01% -595 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,963 shares; 2025Q1: 3,988 shares; 2025Q2: not reported; 2025Q3: 2,495 shares; 2025Q4: 3,531 shares; 2026Q1: 4,510 shares; 2026Q2: 4,351 shares 4,351 $416K 0.01% -159 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 879 shares; 2025Q1: 880 shares; 2025Q2: 882 shares; 2025Q3: 883 shares; 2025Q4: 957 shares; 2026Q1: 884 shares; 2026Q2: 1,135 shares 1,135 $415K 0.01% +251 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,937 shares; 2026Q2: 34,937 shares 34,937 $415K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,544 shares; 2026Q2: 1,543 shares 1,543 $415K 0.01% -1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,315 shares; 2025Q2: 1,181 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,093 shares; 2026Q2: 1,248 shares 1,248 $412K 0.01% +155 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 147 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,865 shares; 2026Q1: 10,227 shares; 2026Q2: 14,042 shares 14,042 $411K 0.01% +3,815 Timeline ABVX ABIVAX SA More: the full row for ABIVAX SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,796 shares; 2026Q1: 3,240 shares; 2026Q2: 3,037 shares 3,037 $405K 0.01% -203 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,945 shares; 2025Q1: 6,597 shares; 2025Q2: 6,612 shares; 2025Q3: 6,688 shares; 2025Q4: 6,618 shares; 2026Q1: 9,703 shares; 2026Q2: 8,159 shares 8,159 $404K 0.01% -1,544 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,988 shares; 2025Q1: 3,778 shares; 2025Q2: 8,691 shares; 2025Q3: 10,278 shares; 2025Q4: 8,140 shares; 2026Q1: 8,665 shares; 2026Q2: 8,469 shares 8,469 $403K 0.01% -196 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,041 shares; 2025Q1: 1,055 shares; 2025Q2: 1,059 shares; 2025Q3: 1,060 shares; 2025Q4: 1,078 shares; 2026Q1: 1,025 shares; 2026Q2: 1,020 shares 1,020 $402K 0.01% -5 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,074 shares; 2025Q1: 6,946 shares; 2025Q2: 7,167 shares; 2025Q3: 7,099 shares; 2025Q4: 7,279 shares; 2026Q1: 7,372 shares; 2026Q2: 7,332 shares 7,332 $401K 0.01% -40 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,817 shares 14,817 $399K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,248 shares; 2025Q1: 5,007 shares; 2025Q2: 4,368 shares; 2025Q3: 5,192 shares; 2025Q4: 5,023 shares; 2026Q1: 5,175 shares; 2026Q2: 5,117 shares 5,117 $394K 0.01% -58 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,385 shares; 2025Q1: 20,854 shares; 2025Q2: 15,430 shares; 2025Q3: 8,424 shares; 2025Q4: 8,424 shares; 2026Q1: 8,331 shares; 2026Q2: 7,161 shares 7,161 $392K 0.01% -1,170 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,564 shares; 2025Q1: 5,592 shares; 2025Q2: 5,607 shares; 2025Q3: 6,376 shares; 2025Q4: 6,409 shares; 2026Q1: 6,354 shares; 2026Q2: 6,377 shares 6,377 $389K 0.01% +23 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; 2024Q3: restricted; 2024Q4: 8,139 shares; 2025Q1: 7,814 shares; 2025Q2: 7,814 shares; 2025Q3: 7,605 shares; 2025Q4: 7,605 shares; 2026Q1: 7,602 shares; 2026Q2: 6,478 shares 6,478 $388K 0.01% -1,124 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,107 shares; 2026Q1: 1,887 shares; 2026Q2: 1,633 shares 1,633 $388K 0.01% -254 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,828 shares; 2025Q1: 8,828 shares; 2025Q2: 8,828 shares; 2025Q3: 7,474 shares; 2025Q4: 6,430 shares; 2026Q1: 5,962 shares; 2026Q2: 5,962 shares 5,962 $388K 0.01% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 254 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,048 shares 2,048 $383K 0.01% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,037 shares; 2025Q1: 2,040 shares; 2025Q2: 2,025 shares; 2025Q3: 2,027 shares; 2025Q4: 1,946 shares; 2026Q1: 2,683 shares; 2026Q2: 2,675 shares 2,675 $381K 0.01% -8 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,664 shares; 2026Q2: 1,696 shares 1,696 $380K 0.01% +32 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,775 shares; 2025Q1: 6,798 shares; 2025Q2: 6,807 shares; 2025Q3: 4,604 shares; 2025Q4: 4,650 shares; 2026Q1: 7,513 shares; 2026Q2: 7,506 shares 7,506 $380K 0.01% -7 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,361 shares; 2025Q1: 7,228 shares; 2025Q2: 7,072 shares; 2025Q3: 5,556 shares; 2025Q4: 5,490 shares; 2026Q1: 4,456 shares; 2026Q2: 3,816 shares 3,816 $379K 0.01% -640 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 633 shares; 2025Q1: 600 shares; 2025Q2: 593 shares; 2025Q3: 630 shares; 2025Q4: 3,132 shares; 2026Q1: 2,511 shares; 2026Q2: 3,811 shares 3,811 $378K 0.01% +1,300 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 403 shares; 2025Q1: not reported; 2025Q2: 1,505 shares; 2025Q3: 1,843 shares; 2025Q4: 1,615 shares; 2026Q1: 1,515 shares; 2026Q2: 1,262 shares 1,262 $377K 0.01% -253 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,640 shares 4,640 $372K 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,863 shares; 2026Q1: 15,610 shares; 2026Q2: 15,452 shares 15,452 $370K 0.01% -158 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 706 shares; 2026Q2: 706 shares 706 $369K 0.01% 0 Timeline HTFL HEARTFLOW INC More: the full row for HEARTFLOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,549 shares; 2026Q2: 12,530 shares 12,530 $368K 0.01% -19 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,276 shares; 2026Q2: 7,280 shares 7,280 $368K 0.01% +4 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,029 shares; 2025Q4: 3,821 shares; 2026Q1: 3,736 shares; 2026Q2: 3,572 shares 3,572 $367K 0.01% -164 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,670 shares; 2025Q1: 30,311 shares; 2025Q2: 15,252 shares; 2025Q3: 15,600 shares; 2025Q4: 15,385 shares; 2026Q1: 15,769 shares; 2026Q2: 15,842 shares 15,842 $360K 0.01% +73 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,433 shares; 2025Q1: 19,228 shares; 2025Q2: 17,386 shares; 2025Q3: 17,416 shares; 2025Q4: 11,606 shares; 2026Q1: 11,789 shares; 2026Q2: 11,808 shares 11,808 $360K 0.01% +19 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,947 shares; 2025Q1: 5,947 shares; 2025Q2: 5,959 shares; 2025Q3: 6,110 shares; 2025Q4: 6,110 shares; 2026Q1: not reported; 2026Q2: 5,606 shares 5,606 $360K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,786 shares; 2026Q2: 3,610 shares 3,610 $359K 0.01% -176 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,390 shares; 2025Q1: 4,824 shares; 2025Q2: 4,461 shares; 2025Q3: 4,071 shares; 2025Q4: 3,874 shares; 2026Q1: 3,806 shares; 2026Q2: 3,725 shares 3,725 $359K 0.01% -81 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,853 shares; 2025Q1: 5,853 shares; 2025Q2: 4,984 shares; 2025Q3: 4,930 shares; 2025Q4: 4,930 shares; 2026Q1: 5,639 shares; 2026Q2: 3,757 shares 3,757 $357K 0.01% -1,882 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,961 shares; 2025Q1: 5,503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,804 shares; 2026Q1: 5,773 shares; 2026Q2: 6,183 shares 6,183 $356K 0.01% +410 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,914 shares; 2025Q1: 3,697 shares; 2025Q2: 3,642 shares; 2025Q3: 3,674 shares; 2025Q4: 3,658 shares; 2026Q1: 3,620 shares; 2026Q2: 3,603 shares 3,603 $354K 0.01% -17 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,607 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,401 shares; 2026Q1: 3,565 shares; 2026Q2: 3,266 shares 3,266 $351K 0.01% -299 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,295 shares; 2026Q1: 6,634 shares; 2026Q2: 8,287 shares 8,287 $351K 0.01% +1,653 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,835 shares; 2025Q1: 2,243 shares; 2025Q2: 2,443 shares; 2025Q3: 2,775 shares; 2025Q4: 3,210 shares; 2026Q1: 3,438 shares; 2026Q2: 3,412 shares 3,412 $349K 0.01% -26 Timeline AVUS 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; 2024Q3: restricted; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,718 shares; 2025Q3: 2,718 shares; 2025Q4: 3,213 shares; 2026Q1: 2,718 shares; 2026Q2: 2,718 shares 2,718 $348K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,494 shares; 2025Q1: 70,120 shares; 2025Q2: 29,501 shares; 2025Q3: 30,855 shares; 2025Q4: 27,409 shares; 2026Q1: 29,149 shares; 2026Q2: 24,968 shares 24,968 $347K 0.01% -4,181 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; 2024Q3: restricted; 2024Q4: 9,159 shares; 2025Q1: 5,847 shares; 2025Q2: 8,882 shares; 2025Q3: 8,925 shares; 2025Q4: 8,914 shares; 2026Q1: 9,305 shares; 2026Q2: 8,128 shares 8,128 $347K 0.01% -1,177 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,795 shares; 2025Q4: 3,246 shares; 2026Q1: 3,587 shares; 2026Q2: 3,568 shares 3,568 $346K 0.01% -19 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,286 shares; 2025Q1: 10,895 shares; 2025Q2: 5,363 shares; 2025Q3: 4,731 shares; 2025Q4: 4,731 shares; 2026Q1: 5,230 shares; 2026Q2: 4,152 shares 4,152 $346K 0.01% -1,078 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,624 shares; 2026Q2: 4,441 shares 4,441 $345K 0.01% +817 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,705 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,460 shares; 2026Q2: 15,460 shares 15,460 $344K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 6,414 shares; 2025Q1: not reported; 2025Q2: 6,414 shares; 2025Q3: 6,414 shares; 2025Q4: 6,499 shares; 2026Q1: 6,499 shares; 2026Q2: 6,499 shares 6,499 $344K 0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 372 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,182 shares; 2026Q1: 8,766 shares; 2026Q2: 5,475 shares 5,475 $343K 0.01% -3,291 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,790 shares; 2025Q1: 33,790 shares; 2025Q2: 33,790 shares; 2025Q3: 33,070 shares; 2025Q4: 33,070 shares; 2026Q1: 33,070 shares; 2026Q2: 28,485 shares 28,485 $343K 0.01% -4,585 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,549 shares; 2025Q1: 2,556 shares; 2025Q2: 2,562 shares; 2025Q3: 2,571 shares; 2025Q4: 2,577 shares; 2026Q1: 2,584 shares; 2026Q2: 2,586 shares 2,586 $342K 0.01% +2 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; 2024Q3: restricted; 2024Q4: 2,672 shares; 2025Q1: 2,661 shares; 2025Q2: 2,671 shares; 2025Q3: 2,672 shares; 2025Q4: 2,674 shares; 2026Q1: 2,291 shares; 2026Q2: 2,330 shares 2,330 $340K 0.01% +39 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,454 shares; 2025Q1: 2,442 shares; 2025Q2: 3,782 shares; 2025Q3: 3,807 shares; 2025Q4: 3,808 shares; 2026Q1: 2,666 shares; 2026Q2: 1,934 shares 1,934 $340K 0.01% -732 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 685 shares; 2025Q1: 6,766 shares; 2025Q2: 6,768 shares; 2025Q3: 6,770 shares; 2025Q4: 6,753 shares; 2026Q1: 7,302 shares; 2026Q2: 7,291 shares 7,291 $340K 0.01% -11 Timeline IQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,724 shares 2,724 $338K 0.01% new 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; 2024Q3: restricted; 2024Q4: 875 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,721 shares; 2026Q2: 6,721 shares 6,721 $337K 0.01% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,845 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 4,814 shares; 2025Q4: 4,552 shares; 2026Q1: 4,491 shares; 2026Q2: 4,260 shares 4,260 $337K 0.01% -231 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; 2024Q3: restricted; 2024Q4: 2,542 shares; 2025Q1: 205 shares; 2025Q2: 2,531 shares; 2025Q3: 2,540 shares; 2025Q4: 2,551 shares; 2026Q1: 2,607 shares; 2026Q2: 2,534 shares 2,534 $336K 0.01% -73 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,613 shares; 2025Q4: 10,553 shares; 2026Q1: 13,378 shares; 2026Q2: 25,131 shares 25,131 $334K 0.01% +11,753 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,456 shares; 2025Q1: 6,799 shares; 2025Q2: 8,529 shares; 2025Q3: 11,031 shares; 2025Q4: 9,487 shares; 2026Q1: 8,647 shares; 2026Q2: 5,744 shares 5,744 $334K 0.01% -2,903 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; 2024Q3: restricted; 2024Q4: 221 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 657 shares 657 $332K 0.01% new Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,498 shares; 2025Q4: 7,325 shares; 2026Q1: 3,327 shares; 2026Q2: 1,769 shares 1,769 $331K 0.01% -1,558 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,751 shares; 2025Q1: 2,736 shares; 2025Q2: 2,718 shares; 2025Q3: 2,873 shares; 2025Q4: 1,294 shares; 2026Q1: not reported; 2026Q2: 867 shares 867 $330K 0.01% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,400 shares; 2025Q1: not reported; 2025Q2: 34,400 shares; 2025Q3: 35,623 shares; 2025Q4: 30,605 shares; 2026Q1: 31,068 shares; 2026Q2: 31,053 shares 31,053 $329K 0.01% -15 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; 2024Q3: restricted; 2024Q4: 1,934 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,948 shares; 2026Q1: 3,164 shares; 2026Q2: 3,167 shares 3,167 $328K 0.01% +3 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; 2024Q3: restricted; 2024Q4: 1,389 shares; 2025Q1: 1,161 shares; 2025Q2: 1,213 shares; 2025Q3: 1,368 shares; 2025Q4: 1,364 shares; 2026Q1: 1,459 shares; 2026Q2: 1,326 shares 1,326 $326K 0.01% -133 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 748 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,313 shares 4,313 $324K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,785 shares; 2025Q1: 1,779 shares; 2025Q2: 1,568 shares; 2025Q3: 1,620 shares; 2025Q4: 1,466 shares; 2026Q1: 1,483 shares; 2026Q2: 1,455 shares 1,455 $324K 0.01% -28 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,166 shares 13,166 $323K 0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,883 shares; 2025Q1: 1,884 shares; 2025Q2: 2,084 shares; 2025Q3: 2,220 shares; 2025Q4: 2,222 shares; 2026Q1: 2,046 shares; 2026Q2: 1,798 shares 1,798 $321K 0.01% -248 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; 2024Q3: restricted; 2024Q4: 2,396 shares; 2025Q1: 2,145 shares; 2025Q2: 1,723 shares; 2025Q3: 1,726 shares; 2025Q4: 1,793 shares; 2026Q1: 2,436 shares; 2026Q2: 2,427 shares 2,427 $319K 0.01% -9 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 3,045 shares; 2025Q3: 2,612 shares; 2025Q4: 2,618 shares; 2026Q1: 2,828 shares; 2026Q2: 5,666 shares 5,666 $318K 0.01% +2,838 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,737 shares; 2026Q2: 1,764 shares 1,764 $317K 0.01% +27 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,114 shares; 2025Q1: 7,105 shares; 2025Q2: 7,102 shares; 2025Q3: 7,900 shares; 2025Q4: 7,908 shares; 2026Q1: 6,393 shares; 2026Q2: 6,403 shares 6,403 $316K 0.01% +10 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares; 2026Q2: 697 shares 697 $316K 0.01% +58 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,116 shares; 2025Q1: 9,107 shares; 2025Q2: 8,897 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,179 shares; 2026Q2: 6,112 shares 6,112 $314K 0.01% -67 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,512 shares; 2025Q1: 1,556 shares; 2025Q2: 1,569 shares; 2025Q3: 1,620 shares; 2025Q4: 1,665 shares; 2026Q1: 2,230 shares; 2026Q2: 1,426 shares 1,426 $314K 0.01% -804 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,274 shares 6,274 $314K 0.01% new 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; 2024Q3: restricted; 2024Q4: 965 shares; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 1,810 shares; 2025Q4: 2,083 shares; 2026Q1: 2,040 shares; 2026Q2: 2,131 shares 2,131 $312K 0.01% +91 Timeline DXYZ DESTINY TECH100 INC More: the full row for DESTINY TECH100 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,090 shares 12,090 $311K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,204 shares; 2025Q2: 1,206 shares; 2025Q3: 1,255 shares; 2025Q4: 1,305 shares; 2026Q1: 1,261 shares; 2026Q2: 1,263 shares 1,263 $311K 0.01% +2 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 436 shares 436 $311K 0.01% +36 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,386 shares; 2026Q2: 3,386 shares 3,386 $311K 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,636 shares; 2025Q1: 4,244 shares; 2025Q2: 4,491 shares; 2025Q3: 4,495 shares; 2025Q4: 4,731 shares; 2026Q1: 4,002 shares; 2026Q2: 4,179 shares 4,179 $311K 0.01% +177 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,467 shares; 2026Q1: 127,110 shares; 2026Q2: 11,816 shares 11,816 $309K 0.01% -115,294 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,780 shares 3,780 $308K 0.01% new Timeline LTPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,027 shares; 2025Q1: 7,934 shares; 2025Q2: 7,090 shares; 2025Q3: 6,888 shares; 2025Q4: 6,130 shares; 2026Q1: 6,070 shares; 2026Q2: 6,071 shares 6,071 $308K 0.01% +1 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,552 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,201 shares 6,201 $306K 0.01% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 934 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,656 shares; 2026Q2: 6,162 shares 6,162 $305K 0.01% -494 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,055 shares 10,055 $302K 0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,338 shares; 2025Q1: 15,109 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,510 shares; 2026Q1: 6,114 shares; 2026Q2: 6,084 shares 6,084 $300K 0.01% -30 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,329 shares; 2025Q1: 5,073 shares; 2025Q2: 5,074 shares; 2025Q3: 5,651 shares; 2025Q4: 5,055 shares; 2026Q1: 5,158 shares; 2026Q2: 4,751 shares 4,751 $299K 0.01% -407 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 27,203 shares; 2025Q1: 25,562 shares; 2025Q2: 30,703 shares; 2025Q3: 29,332 shares; 2025Q4: 31,559 shares; 2026Q1: 32,119 shares; 2026Q2: 34,142 shares 34,142 $299K 0.01% +2,023 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,040 shares; 2025Q1: 8,275 shares; 2025Q2: 8,102 shares; 2025Q3: 7,625 shares; 2025Q4: 6,287 shares; 2026Q1: 6,304 shares; 2026Q2: 5,763 shares 5,763 $297K 0.01% -541 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,952 shares; 2025Q1: 1,955 shares; 2025Q2: 1,893 shares; 2025Q3: 1,730 shares; 2025Q4: 1,720 shares; 2026Q1: 1,792 shares; 2026Q2: 1,778 shares 1,778 $296K 0.01% -14 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; 2024Q3: restricted; 2024Q4: 1,621 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,540 shares; 2025Q4: 7,945 shares; 2026Q1: 6,677 shares; 2026Q2: 6,476 shares 6,476 $295K 0.01% -201 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; 2024Q3: restricted; 2024Q4: 33,171 shares; 2025Q1: 33,692 shares; 2025Q2: 33,816 shares; 2025Q3: 33,356 shares; 2025Q4: 31,721 shares; 2026Q1: 31,984 shares; 2026Q2: 5,743 shares 5,743 $293K 0.01% -26,241 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,798 shares; 2025Q1: 2,937 shares; 2025Q2: 2,829 shares; 2025Q3: 2,761 shares; 2025Q4: 2,651 shares; 2026Q1: 2,604 shares; 2026Q2: 2,682 shares 2,682 $293K 0.01% +78 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,775 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,569 shares; 2026Q1: 3,569 shares; 2026Q2: 3,569 shares 3,569 $293K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,266 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,356 shares; 2026Q2: 2,600 shares 2,600 $291K 0.01% +244 Timeline FROG JFROG LTD More: the full row for JFROG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 113 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,182 shares 3,182 $289K 0.01% new Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,960 shares; 2025Q1: 6,960 shares; 2025Q2: 6,960 shares; 2025Q3: 6,960 shares; 2025Q4: 6,960 shares; 2026Q1: 6,960 shares; 2026Q2: 6,960 shares 6,960 $287K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,662 shares; 2025Q1: 1,654 shares; 2025Q2: 1,641 shares; 2025Q3: 1,603 shares; 2025Q4: 1,608 shares; 2026Q1: 1,926 shares; 2026Q2: 1,700 shares 1,700 $286K 0.01% -226 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,919 shares; 2025Q1: 22,919 shares; 2025Q2: 22,919 shares; 2025Q3: 22,919 shares; 2025Q4: 14,919 shares; 2026Q1: 14,919 shares; 2026Q2: 7,519 shares 7,519 $282K 0.01% -7,400 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: 918 shares; 2025Q3: 943 shares; 2025Q4: 1,053 shares; 2026Q1: 905 shares; 2026Q2: 884 shares 884 $281K 0.01% -21 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 79 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,403 shares 1,403 $280K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,182 shares; 2026Q2: 2,033 shares 2,033 $278K 0.01% -149 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,770 shares; 2025Q1: 111,770 shares; 2025Q2: 21,915 shares; 2025Q3: 21,932 shares; 2025Q4: 19,016 shares; 2026Q1: 17,569 shares; 2026Q2: 15,061 shares 15,061 $277K 0.01% -2,508 Timeline FAN 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; 2024Q3: restricted; 2024Q4: 5,489 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,031 shares 11,031 $276K 0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,700 shares; 2025Q1: 3,088 shares; 2025Q2: 3,215 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,077 shares; 2026Q2: 2,100 shares 2,100 $274K 0.01% +23 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553 shares; 2026Q1: not reported; 2026Q2: 554 shares 554 $274K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,339 shares; 2025Q1: 123 shares; 2025Q2: 1,126 shares; 2025Q3: 1,127 shares; 2025Q4: 1,142 shares; 2026Q1: 1,150 shares; 2026Q2: 1,094 shares 1,094 $273K 0.01% -56 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,128 shares; 2025Q1: 3,524 shares; 2025Q2: 3,406 shares; 2025Q3: 1,952 shares; 2025Q4: 2,203 shares; 2026Q1: 3,898 shares; 2026Q2: 2,833 shares 2,833 $272K 0.01% -1,065 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 564 shares; 2025Q1: 1,125 shares; 2025Q2: 983 shares; 2025Q3: 1,095 shares; 2025Q4: 1,246 shares; 2026Q1: 1,269 shares; 2026Q2: 1,039 shares 1,039 $271K 0.01% -230 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,466 shares; 2025Q1: 13,466 shares; 2025Q2: 13,466 shares; 2025Q3: 13,466 shares; 2025Q4: 13,466 shares; 2026Q1: 13,466 shares; 2026Q2: 13,466 shares 13,466 $267K 0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,520 shares; 2025Q1: 17,476 shares; 2025Q2: 17,302 shares; 2025Q3: 15,936 shares; 2025Q4: 14,862 shares; 2026Q1: 14,658 shares; 2026Q2: 14,501 shares 14,501 $267K 0.01% -157 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,643 shares 3,643 $267K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,406 shares; 2025Q1: not reported; 2025Q2: 2,754 shares; 2025Q3: 3,112 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares; 2026Q2: 2,622 shares 2,622 $267K 0.01% -96 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,409 shares; 2025Q1: 2,053 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,742 shares 1,742 $265K 0.01% new Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,924 shares; 2025Q3: 13,004 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,317 shares 10,317 $264K 0.01% new 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; 2024Q3: restricted; 2024Q4: 657 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,154 shares; 2026Q2: 1,157 shares 1,157 $261K 0.01% +3 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,329 shares; 2025Q1: 4,329 shares; 2025Q2: 4,997 shares; 2025Q3: 4,265 shares; 2025Q4: 4,285 shares; 2026Q1: 4,638 shares; 2026Q2: 6,093 shares 6,093 $260K 0.01% +1,455 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; 2024Q3: restricted; 2024Q4: 12,682 shares; 2025Q1: 13,369 shares; 2025Q2: 14,545 shares; 2025Q3: 14,747 shares; 2025Q4: 9,468 shares; 2026Q1: 9,662 shares; 2026Q2: 9,658 shares 9,658 $257K 0.01% -4 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,267 shares; 2025Q1: 4,667 shares; 2025Q2: 4,667 shares; 2025Q3: 4,667 shares; 2025Q4: 4,667 shares; 2026Q1: 4,837 shares; 2026Q2: 2,690 shares 2,690 $257K 0.01% -2,147 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,026 shares; 2025Q4: 9,119 shares; 2026Q1: 9,327 shares; 2026Q2: 7,000 shares 7,000 $257K 0.01% -2,327 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,132 shares 5,132 $257K 0.01% new Timeline DAC DANAOS CORPORATION More: the full row for DANAOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,083 shares; 2026Q2: 2,083 shares 2,083 $255K 0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,577 shares; 2025Q1: 45,577 shares; 2025Q2: 45,577 shares; 2025Q3: 45,577 shares; 2025Q4: 43,577 shares; 2026Q1: 43,577 shares; 2026Q2: 43,577 shares 43,577 $253K 0.01% 0 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,000 shares; 2025Q1: 26,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $253K 0.01% new Timeline KOID KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,110 shares 6,110 $252K 0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,231 shares; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 469 shares; 2026Q2: 444 shares 444 $250K 0.01% -25 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,333 shares; 2025Q1: 12,333 shares; 2025Q2: 12,333 shares; 2025Q3: 12,333 shares; 2025Q4: 12,333 shares; 2026Q1: 6,333 shares; 2026Q2: 6,333 shares 6,333 $249K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,700 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,981 shares; 2025Q4: 7,981 shares; 2026Q1: 8,366 shares; 2026Q2: 8,232 shares 8,232 $248K 0.01% -134 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,743 shares; 2025Q1: 10,811 shares; 2025Q2: 10,920 shares; 2025Q3: 11,025 shares; 2025Q4: 11,173 shares; 2026Q1: 11,091 shares; 2026Q2: 11,206 shares 11,206 $248K 0.01% +115 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $247K 0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,111 shares 5,111 $245K 0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,595 shares; 2026Q2: 5,595 shares 5,595 $243K 0.01% 0 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,698 shares 1,698 $243K 0.01% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,284 shares; 2025Q1: 1,484 shares; 2025Q2: 1,214 shares; 2025Q3: 803 shares; 2025Q4: 689 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $243K 0.01% 0 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; 2024Q3: restricted; 2024Q4: 234 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,401 shares 2,401 $241K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,019 shares; 2026Q1: 1,041 shares; 2026Q2: 658 shares 658 $240K 0.01% -383 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,414 shares; 2025Q1: 2,020 shares; 2025Q2: 973 shares; 2025Q3: 1,117 shares; 2025Q4: 1,139 shares; 2026Q1: 1,765 shares; 2026Q2: 1,425 shares 1,425 $239K 0.01% -340 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,936 shares; 2025Q1: 4,484 shares; 2025Q2: 4,093 shares; 2025Q3: 3,251 shares; 2025Q4: 3,090 shares; 2026Q1: 10,774 shares; 2026Q2: 3,104 shares 3,104 $238K 0.01% -7,670 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; 2024Q3: restricted; 2024Q4: 3,037 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,921 shares; 2025Q4: 3,921 shares; 2026Q1: 5,024 shares; 2026Q2: 4,553 shares 4,553 $236K 0.01% -471 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,109 shares 17,109 $236K 0.01% new Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,216 shares; 2025Q1: 14,902 shares; 2025Q2: 11,802 shares; 2025Q3: 8,140 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,133 shares 8,133 $235K 0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,080 shares; 2025Q1: 26,080 shares; 2025Q2: 17,800 shares; 2025Q3: 17,800 shares; 2025Q4: 16,388 shares; 2026Q1: 16,388 shares; 2026Q2: 16,388 shares 16,388 $235K 0.01% 0 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,605 shares 1,605 $234K 0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,708 shares; 2026Q1: 18,418 shares; 2026Q2: 18,335 shares 18,335 $234K 0.01% -83 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,102 shares; 2025Q1: 757 shares; 2025Q2: 1,094 shares; 2025Q3: 1,109 shares; 2025Q4: 1,118 shares; 2026Q1: 1,006 shares; 2026Q2: 1,010 shares 1,010 $232K 0.01% +4 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,502 shares; 2025Q1: 40,509 shares; 2025Q2: 13,434 shares; 2025Q3: 18,014 shares; 2025Q4: 15,638 shares; 2026Q1: 16,149 shares; 2026Q2: 14,378 shares 14,378 $232K 0.01% -1,771 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; 2024Q3: restricted; 2024Q4: 283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,028 shares 1,028 $230K 0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,553 shares; 2025Q1: 4,553 shares; 2025Q2: 4,554 shares; 2025Q3: 4,554 shares; 2025Q4: 4,555 shares; 2026Q1: 4,572 shares; 2026Q2: 4,158 shares 4,158 $229K 0.01% -414 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,882 shares; 2026Q2: 2,871 shares 2,871 $227K 0.01% -11 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,851 shares 6,851 $227K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 971 shares 971 $226K 0.01% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,512 shares; 2025Q1: 8,698 shares; 2025Q2: 8,214 shares; 2025Q3: 4,983 shares; 2025Q4: 4,947 shares; 2026Q1: 4,877 shares; 2026Q2: 4,877 shares 4,877 $225K 0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,827 shares 1,827 $225K 0.01% new Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,370 shares; 2026Q2: 20,370 shares 20,370 $224K 0.01% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,534 shares; 2026Q1: 12,915 shares; 2026Q2: 10,408 shares 10,408 $223K 0.01% -2,507 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,854 shares; 2025Q4: 2,822 shares; 2026Q1: 3,397 shares; 2026Q2: 2,949 shares 2,949 $223K 0.01% -448 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,809 shares; 2025Q1: 2,809 shares; 2025Q2: 3,064 shares; 2025Q3: 3,159 shares; 2025Q4: 3,159 shares; 2026Q1: 2,166 shares; 2026Q2: 2,206 shares 2,206 $222K 0.01% +40 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 99 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 1,493 shares; 2026Q1: 3,441 shares; 2026Q2: 460 shares 460 $222K 0.01% -2,981 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,413 shares; 2025Q1: 4,635 shares; 2025Q2: not reported; 2025Q3: 4,356 shares; 2025Q4: 4,376 shares; 2026Q1: 4,812 shares; 2026Q2: 4,610 shares 4,610 $222K 0.01% -202 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,627 shares 1,627 $221K 0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,569 shares 3,569 $220K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,822 shares; 2026Q2: 2,956 shares 2,956 $220K 0.01% +134 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 511 shares 511 $218K 0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,825 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,166 shares; 2026Q2: 1,981 shares 1,981 $218K 0.01% -185 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,897 shares; 2025Q1: 4,531 shares; 2025Q2: 4,224 shares; 2025Q3: 4,224 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,891 shares 2,891 $217K 0.01% new 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; 2024Q3: restricted; 2024Q4: 7,227 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,868 shares; 2025Q4: 10,901 shares; 2026Q1: 10,492 shares; 2026Q2: 9,131 shares 9,131 $216K 0.01% -1,361 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,540 shares; 2026Q2: 5,588 shares 5,588 $214K 0.01% +48 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,737 shares; 2025Q1: 2,757 shares; 2025Q2: 2,745 shares; 2025Q3: 2,739 shares; 2025Q4: 3,568 shares; 2026Q1: 3,212 shares; 2026Q2: 2,970 shares 2,970 $213K 0.01% -242 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; 2024Q3: restricted; 2024Q4: 3,412 shares; 2025Q1: 3,454 shares; 2025Q2: 3,455 shares; 2025Q3: 3,310 shares; 2025Q4: not reported; 2026Q1: 2,706 shares; 2026Q2: 2,642 shares 2,642 $212K 0.01% -64 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,199 shares; 2025Q4: 4,199 shares; 2026Q1: 4,199 shares; 2026Q2: 4,199 shares 4,199 $212K 0.01% 0 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 975 shares 975 $211K 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; 2024Q3: restricted; 2024Q4: 3,048 shares; 2025Q1: 2,659 shares; 2025Q2: 1,421 shares; 2025Q3: 1,316 shares; 2025Q4: 1,317 shares; 2026Q1: 1,396 shares; 2026Q2: 1,202 shares 1,202 $211K 0.01% -194 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; 2024Q3: restricted; 2024Q4: 1,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,198 shares 6,198 $211K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,971 shares 3,971 $209K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,837 shares; 2025Q3: 8,244 shares; 2025Q4: 8,210 shares; 2026Q1: 8,210 shares; 2026Q2: 8,210 shares 8,210 $209K 0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,726 shares; 2025Q1: 2,744 shares; 2025Q2: 2,723 shares; 2025Q3: 2,813 shares; 2025Q4: 2,503 shares; 2026Q1: 2,459 shares; 2026Q2: 2,199 shares 2,199 $208K 0.01% -260 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,242 shares; 2026Q2: 2,242 shares 2,242 $207K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 819 shares; 2026Q1: not reported; 2026Q2: 876 shares 876 $207K 0.01% new Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $206K 0.01% new Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,094 shares; 2026Q2: 18,668 shares 18,668 $205K 0.01% +8,574 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 894 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,912 shares 3,912 $205K 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; 2024Q3: restricted; 2024Q4: 1,605 shares; 2025Q1: 1,134 shares; 2025Q2: 1,647 shares; 2025Q3: 1,640 shares; 2025Q4: 1,600 shares; 2026Q1: not reported; 2026Q2: 1,675 shares 1,675 $205K 0.01% new 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; 2024Q3: restricted; 2024Q4: 13,437 shares; 2025Q1: 13,405 shares; 2025Q2: 12,762 shares; 2025Q3: 12,775 shares; 2025Q4: 13,106 shares; 2026Q1: 12,996 shares; 2026Q2: 1,646 shares 1,646 $205K 0.01% -11,350 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,637 shares 3,637 $203K 0.01% new Timeline LGN LEGENCE CORP More: the full row for LEGENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,385 shares 2,385 $203K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,185 shares; 2025Q2: 1,928 shares; 2025Q3: 1,366 shares; 2025Q4: 1,540 shares; 2026Q1: 1,530 shares; 2026Q2: 991 shares 991 $203K 0.01% -539 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,731 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,694 shares 2,694 $203K 0.01% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,888 shares 2,888 $201K 0.01% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 166 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $201K 0.01% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,117 shares; 2025Q1: 7,755 shares; 2025Q2: 7,741 shares; 2025Q3: 4,311 shares; 2025Q4: not reported; 2026Q1: 2,684 shares; 2026Q2: 2,317 shares 2,317 $201K 0.01% -367 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; 2024Q3: restricted; 2024Q4: 4,175 shares; 2025Q1: 4,165 shares; 2025Q2: 4,177 shares; 2025Q3: 4,189 shares; 2025Q4: 3,936 shares; 2026Q1: 3,350 shares; 2026Q2: 2,472 shares 2,472 $201K 0.01% -878 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; 2024Q3: restricted; 2024Q4: 2,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,978 shares; 2026Q2: 11,090 shares 11,090 $199K 0.01% -4,888 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,825 shares; 2026Q2: 17,825 shares 17,825 $188K <0.01% 0 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; 2024Q3: restricted; 2024Q4: 561 shares; 2025Q1: 13,824 shares; 2025Q2: 13,770 shares; 2025Q3: 14,910 shares; 2025Q4: 14,637 shares; 2026Q1: 15,437 shares; 2026Q2: 14,975 shares 14,975 $178K <0.01% -462 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares; 2026Q2: 12,600 shares 12,600 $160K <0.01% 0 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,618 shares; 2025Q1: 17,401 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,700 shares; 2026Q1: 15,700 shares; 2026Q2: 15,700 shares 15,700 $159K <0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,806 shares; 2026Q2: 24,806 shares 24,806 $155K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,853 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,351 shares; 2026Q2: 14,131 shares 14,131 $154K <0.01% +780 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; 2024Q3: restricted; 2024Q4: 1,325 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,673 shares; 2026Q2: 26,128 shares 26,128 $152K <0.01% +11,455 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,102 shares 15,102 $151K <0.01% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 897 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,240 shares 10,240 $145K <0.01% new Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,128 shares; 2025Q1: 30,178 shares; 2025Q2: 16,272 shares; 2025Q3: 16,708 shares; 2025Q4: 21,217 shares; 2026Q1: 21,707 shares; 2026Q2: 13,469 shares 13,469 $142K <0.01% -8,238 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,167 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,491 shares 12,491 $120K <0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,593 shares; 2026Q2: 10,714 shares 10,714 $116K <0.01% -4,879 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,577 shares; 2025Q1: 20,764 shares; 2025Q2: 20,747 shares; 2025Q3: 18,486 shares; 2025Q4: 18,432 shares; 2026Q1: 14,066 shares; 2026Q2: 12,190 shares 12,190 $114K <0.01% -1,876 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,751 shares; 2026Q2: 14,039 shares 14,039 $105K <0.01% -6,712 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,000 shares 17,000 $97.6K <0.01% new Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,944 shares 110,944 $77.2K <0.01% new Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,267 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,038 shares; 2026Q2: 12,038 shares 12,038 $65.6K <0.01% 0 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,700 shares 64,700 $53.4K <0.01% new Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 69,682 shares; 2025Q1: 70,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,091 shares; 2026Q1: 13,772 shares; 2026Q2: 16,203 shares 16,203 $39.2K <0.01% +2,431 Timeline TNYA TENAYA THERAPEUTICS INC More: the full row for TENAYA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,100 shares; 2026Q2: 13,100 shares 13,100 $9.68K <0.01% 0 Timeline NFE NEW FORTRESS ENERGY INC More: the full row for NEW FORTRESS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $3.7K <0.01% 0 Timeline