TTEQ T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423,263 shares 423,263 $12.8M 0.02% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,810 shares; 2024Q4: 165,203 shares; 2025Q1: 166,886 shares; 2025Q2: 166,471 shares; 2025Q3: 166,693 shares; 2025Q4: 163,849 shares; 2026Q1: 178,164 shares 178,164 $12.8M 0.02% +14,315 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,018 shares; 2024Q4: 197,223 shares; 2025Q1: 194,180 shares; 2025Q2: 209,781 shares; 2025Q3: 206,308 shares; 2025Q4: 191,504 shares; 2026Q1: 154,174 shares 154,174 $12.6M 0.02% -37,330 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; 2024Q2: restricted; 2024Q3: 146,811 shares; 2024Q4: 16,697 shares; 2025Q1: 14,484 shares; 2025Q2: 3,234 shares; 2025Q3: 4,544 shares; 2025Q4: 59,468 shares; 2026Q1: 61,262 shares 61,262 $12.6M 0.02% +1,794 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,264 shares; 2024Q4: 26,668 shares; 2025Q1: 28,618 shares; 2025Q2: 45,775 shares; 2025Q3: 54,787 shares; 2025Q4: 27,414 shares; 2026Q1: 25,897 shares 25,897 $12.6M 0.02% -1,517 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,135 shares; 2025Q2: 947 shares; 2025Q3: 83,537 shares; 2025Q4: 96,947 shares; 2026Q1: 80,845 shares 80,845 $12.5M 0.02% -16,102 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,650 shares; 2024Q4: 191,871 shares; 2025Q1: 189,421 shares; 2025Q2: 332,473 shares; 2025Q3: 356,916 shares; 2025Q4: 345,870 shares; 2026Q1: 318,080 shares 318,080 $12.4M 0.02% -27,790 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,125 shares; 2024Q4: 78,053 shares; 2025Q1: 85,152 shares; 2025Q2: 84,988 shares; 2025Q3: 79,710 shares; 2025Q4: 77,251 shares; 2026Q1: 79,760 shares 79,760 $12.4M 0.02% +2,509 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,839 shares; 2024Q4: 390,913 shares; 2025Q1: 329,828 shares; 2025Q2: 303,046 shares; 2025Q3: 237,726 shares; 2025Q4: 201,230 shares; 2026Q1: 104,290 shares 104,290 $12.3M 0.02% -96,940 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,418 shares; 2024Q4: 47,759 shares; 2025Q1: 45,784 shares; 2025Q2: 45,722 shares; 2025Q3: 45,811 shares; 2025Q4: 66,781 shares; 2026Q1: 76,053 shares 76,053 $12.3M 0.02% +9,272 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538,520 shares; 2024Q4: 528,104 shares; 2025Q1: 547,828 shares; 2025Q2: 539,085 shares; 2025Q3: 463,184 shares; 2025Q4: 217,309 shares; 2026Q1: 173,789 shares 173,789 $12.3M 0.02% -43,520 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,006 shares; 2025Q1: 43,490 shares; 2025Q2: 110,708 shares; 2025Q3: 167,518 shares; 2025Q4: 253,751 shares; 2026Q1: 389,062 shares 389,062 $12.3M 0.02% +135,311 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,854 shares; 2024Q4: 166,689 shares; 2025Q1: 164,729 shares; 2025Q2: 149,272 shares; 2025Q3: 147,717 shares; 2025Q4: 133,249 shares; 2026Q1: 142,953 shares 142,953 $12.2M 0.02% +9,704 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,298 shares; 2024Q4: 307,184 shares; 2025Q1: 309,764 shares; 2025Q2: 367,389 shares; 2025Q3: 389,194 shares; 2025Q4: 457,326 shares; 2026Q1: 529,198 shares 529,198 $12.1M 0.02% +71,872 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621,982 shares; 2024Q4: 766,385 shares; 2025Q1: 757,132 shares; 2025Q2: 795,921 shares; 2025Q3: 787,364 shares; 2025Q4: 617,650 shares; 2026Q1: 631,986 shares 631,986 $12M 0.02% +14,336 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,639 shares; 2024Q4: 386,067 shares; 2025Q1: 388,639 shares; 2025Q2: 392,484 shares; 2025Q3: 383,745 shares; 2025Q4: 305,063 shares; 2026Q1: 383,177 shares 383,177 $11.9M 0.02% +78,114 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,040 shares; 2024Q4: 109,389 shares; 2025Q1: 111,029 shares; 2025Q2: 112,629 shares; 2025Q3: 114,825 shares; 2025Q4: 119,509 shares; 2026Q1: 125,097 shares 125,097 $11.8M 0.02% +5,588 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 862,594 shares; 2024Q4: 865,877 shares; 2025Q1: 1,035,639 shares; 2025Q2: 1,476,673 shares; 2025Q3: 1,795,434 shares; 2025Q4: 1,927,532 shares; 2026Q1: 320,799 shares 320,799 $11.8M 0.02% -1,606,733 Timeline SAMM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,549 shares; 2024Q4: 325,706 shares; 2025Q1: 339,102 shares; 2025Q2: 225,896 shares; 2025Q3: 329,041 shares; 2025Q4: 366,362 shares; 2026Q1: 389,152 shares 389,152 $11.8M 0.02% +22,790 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,153 shares; 2024Q4: 104,479 shares; 2025Q1: 129,771 shares; 2025Q2: 140,977 shares; 2025Q3: 142,069 shares; 2025Q4: 146,524 shares; 2026Q1: 105,513 shares 105,513 $11.7M 0.02% -41,011 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,450 shares; 2024Q4: 429,568 shares; 2025Q1: 416,332 shares; 2025Q2: 416,825 shares; 2025Q3: 424,640 shares; 2025Q4: 448,957 shares; 2026Q1: 466,521 shares 466,521 $11.7M 0.02% +17,564 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,128 shares; 2024Q4: 403,705 shares; 2025Q1: 423,027 shares; 2025Q2: 421,489 shares; 2025Q3: 405,839 shares; 2025Q4: 400,093 shares; 2026Q1: 316,942 shares 316,942 $11.6M 0.02% -83,151 Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,935 shares; 2024Q4: 155,387 shares; 2025Q1: 158,774 shares; 2025Q2: 155,974 shares; 2025Q3: 152,301 shares; 2025Q4: 135,596 shares; 2026Q1: 152,111 shares 152,111 $11.5M 0.02% +16,515 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282,200 shares; 2024Q4: 2,179,860 shares; 2025Q1: 2,946,027 shares; 2025Q2: 2,363,663 shares; 2025Q3: 2,700,332 shares; 2025Q4: 2,587,642 shares; 2026Q1: 2,470,087 shares 2,470,087 $11.5M 0.02% -117,555 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,702 shares; 2024Q4: 133,671 shares; 2025Q1: 143,172 shares; 2025Q2: 135,125 shares; 2025Q3: 136,640 shares; 2025Q4: 137,581 shares; 2026Q1: 139,406 shares 139,406 $11.4M 0.02% +1,825 2026-09-30, 13G/A Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,554 shares; 2024Q4: 98,519 shares; 2025Q1: 72,296 shares; 2025Q2: 73,281 shares; 2025Q3: 77,341 shares; 2025Q4: 51,232 shares; 2026Q1: 46,653 shares 46,653 $11.3M 0.02% -4,579 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,816 shares; 2024Q4: 34,312 shares; 2025Q1: 31,612 shares; 2025Q2: 84,406 shares; 2025Q3: 73,390 shares; 2025Q4: 69,247 shares; 2026Q1: 57,447 shares 57,447 $11.3M 0.02% -11,800 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217,429 shares; 2024Q4: 1,149,232 shares; 2025Q1: 1,100,620 shares; 2025Q2: 1,196,652 shares; 2025Q3: 1,059,809 shares; 2025Q4: 880,699 shares; 2026Q1: 722,621 shares 722,621 $11.3M 0.02% -158,078 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 547,299 shares; 2024Q4: 579,017 shares; 2025Q1: 561,212 shares; 2025Q2: 558,813 shares; 2025Q3: 566,128 shares; 2025Q4: 552,275 shares; 2026Q1: 543,828 shares 543,828 $11.3M 0.02% -8,447 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 13,082 shares; 2025Q4: 71,799 shares; 2026Q1: 74,915 shares 74,915 $11.2M 0.02% +3,116 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,870 shares; 2024Q4: 177,392 shares; 2025Q1: 156,142 shares; 2025Q2: 148,634 shares; 2025Q3: 143,946 shares; 2025Q4: 157,203 shares; 2026Q1: 140,419 shares 140,419 $11.2M 0.02% -16,784 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 466,238 shares; 2026Q1: 530,705 shares 530,705 $11.2M 0.02% +64,467 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,187 shares; 2024Q4: 76,518 shares; 2025Q1: 82,628 shares; 2025Q2: 252,849 shares; 2025Q3: 236,077 shares; 2025Q4: 241,260 shares; 2026Q1: 237,726 shares 237,726 $11.2M 0.02% -3,534 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,349 shares; 2024Q4: 86,777 shares; 2025Q1: 86,806 shares; 2025Q2: 60,007 shares; 2025Q3: 61,155 shares; 2025Q4: 50,452 shares; 2026Q1: 38,295 shares 38,295 $11.2M 0.02% -12,157 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,044 shares; 2024Q4: 48,521 shares; 2025Q1: 47,322 shares; 2025Q2: 46,875 shares; 2025Q3: 47,701 shares; 2025Q4: 48,150 shares; 2026Q1: 47,180 shares 47,180 $11.2M 0.02% -970 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,963 shares; 2024Q4: 212,317 shares; 2025Q1: 247,625 shares; 2025Q2: 265,245 shares; 2025Q3: 430,595 shares; 2025Q4: 432,759 shares; 2026Q1: 449,155 shares 449,155 $11.1M 0.02% +16,396 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 694,920 shares; 2024Q4: 735,643 shares; 2025Q1: 766,124 shares; 2025Q2: 781,143 shares; 2025Q3: 692,164 shares; 2025Q4: 708,042 shares; 2026Q1: 730,304 shares 730,304 $11.1M 0.02% +22,262 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,275 shares; 2024Q4: 102,625 shares; 2025Q1: 101,074 shares; 2025Q2: 100,136 shares; 2025Q3: 106,778 shares; 2025Q4: 113,033 shares; 2026Q1: 112,411 shares 112,411 $11M 0.02% -622 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287,833 shares 1,287,833 $10.9M 0.02% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,466 shares; 2024Q4: 105,002 shares; 2025Q1: 102,059 shares; 2025Q2: 97,623 shares; 2025Q3: 93,263 shares; 2025Q4: 88,136 shares; 2026Q1: 86,688 shares 86,688 $10.9M 0.02% -1,448 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,566 shares; 2024Q4: 227,298 shares; 2025Q1: 241,117 shares; 2025Q2: 273,534 shares; 2025Q3: 288,983 shares; 2025Q4: 270,944 shares; 2026Q1: 172,250 shares 172,250 $10.8M 0.02% -98,694 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,023 shares; 2024Q4: 152,848 shares; 2025Q1: 152,102 shares; 2025Q2: 155,760 shares; 2025Q3: 175,040 shares; 2025Q4: 263,727 shares; 2026Q1: 267,052 shares 267,052 $10.8M 0.02% +3,325 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,579 shares; 2024Q4: 38,246 shares; 2025Q1: 41,966 shares; 2025Q2: 43,585 shares; 2025Q3: 43,787 shares; 2025Q4: 40,633 shares; 2026Q1: 40,463 shares 40,463 $10.8M 0.02% -170 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,619 shares; 2024Q4: 103,436 shares; 2025Q1: 105,393 shares; 2025Q2: 127,324 shares; 2025Q3: 131,191 shares; 2025Q4: 133,668 shares; 2026Q1: 219,779 shares 219,779 $10.8M 0.02% +86,111 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,693 shares; 2024Q4: 19,254 shares; 2025Q1: 22,436 shares; 2025Q2: 15,406 shares; 2025Q3: 15,451 shares; 2025Q4: 14,995 shares; 2026Q1: 15,726 shares 15,726 $10.7M 0.02% +731 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,046 shares; 2024Q4: 187,933 shares; 2025Q1: 187,541 shares; 2025Q2: 183,406 shares; 2025Q3: 188,292 shares; 2025Q4: 209,822 shares; 2026Q1: 197,101 shares 197,101 $10.7M 0.02% -12,721 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,940 shares; 2025Q1: 4,065 shares; 2025Q2: 3,939 shares; 2025Q3: 3,838 shares; 2025Q4: 3,934 shares; 2026Q1: 64,760 shares 64,760 $10.6M 0.02% +60,826 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,832 shares; 2024Q4: 158,327 shares; 2025Q1: 171,155 shares; 2025Q2: 173,470 shares; 2025Q3: 171,962 shares; 2025Q4: 153,701 shares; 2026Q1: 158,965 shares 158,965 $10.5M 0.02% +5,264 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,862 shares; 2024Q4: 481,786 shares; 2025Q1: 444,632 shares; 2025Q2: 377,392 shares; 2025Q3: 280,205 shares; 2025Q4: 233,771 shares; 2026Q1: 251,438 shares 251,438 $10.5M 0.02% +17,667 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 17,753 shares; 2025Q1: 21,552 shares; 2025Q2: 110,553 shares; 2025Q3: 121,052 shares; 2025Q4: 137,992 shares; 2026Q1: 148,345 shares 148,345 $10.5M 0.02% +10,353 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,867 shares; 2024Q4: 117,353 shares; 2025Q1: 100,722 shares; 2025Q2: 112,064 shares; 2025Q3: 130,322 shares; 2025Q4: 137,338 shares; 2026Q1: 146,454 shares 146,454 $10.4M 0.02% +9,116 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,334 shares; 2024Q4: 83,229 shares; 2025Q1: 83,500 shares; 2025Q2: 84,174 shares; 2025Q3: 86,380 shares; 2025Q4: 85,033 shares; 2026Q1: 97,365 shares 97,365 $10.4M 0.02% +12,332 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,493 shares; 2024Q4: 106,067 shares; 2025Q1: 90,771 shares; 2025Q2: 52,289 shares; 2025Q3: 50,970 shares; 2025Q4: 48,577 shares; 2026Q1: 47,729 shares 47,729 $10.3M 0.02% -848 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,473 shares; 2024Q4: 253,292 shares; 2025Q1: 243,481 shares; 2025Q2: 184,205 shares; 2025Q3: 184,417 shares; 2025Q4: 269,507 shares; 2026Q1: 262,328 shares 262,328 $10.3M 0.02% -7,179 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,751 shares; 2024Q4: 84,596 shares; 2025Q1: 85,131 shares; 2025Q2: 69,062 shares; 2025Q3: 69,492 shares; 2025Q4: 68,385 shares; 2026Q1: 67,212 shares 67,212 $10.3M 0.02% -1,173 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,959 shares; 2024Q4: 163,346 shares; 2025Q1: 102,442 shares; 2025Q2: 85,913 shares; 2025Q3: 77,313 shares; 2025Q4: 71,990 shares; 2026Q1: 65,921 shares 65,921 $10.2M 0.02% -6,069 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,254 shares; 2024Q4: 149,652 shares; 2025Q1: 155,218 shares; 2025Q2: 154,439 shares; 2025Q3: 155,727 shares; 2025Q4: 147,094 shares; 2026Q1: 157,824 shares 157,824 $10.2M 0.02% +10,730 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,669 shares; 2025Q2: 94,111 shares; 2025Q3: 114,237 shares; 2025Q4: 124,161 shares; 2026Q1: 144,320 shares 144,320 $10.1M 0.02% +20,159 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,661 shares; 2025Q4: 136,936 shares; 2026Q1: 165,979 shares 165,979 $10.1M 0.02% +29,043 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,700 shares; 2024Q4: 339,475 shares; 2025Q1: 460,326 shares; 2025Q2: 431,258 shares; 2025Q3: 270,425 shares; 2025Q4: 209,346 shares; 2026Q1: 49,426 shares 49,426 $10.1M 0.02% -159,920 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,004 shares; 2024Q4: 177,779 shares; 2025Q1: 183,226 shares; 2025Q2: 141,640 shares; 2025Q3: 130,539 shares; 2025Q4: 126,081 shares; 2026Q1: 141,744 shares 141,744 $10.1M 0.02% +15,663 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,618 shares; 2024Q4: 33,497 shares; 2025Q1: 31,450 shares; 2025Q2: 28,653 shares; 2025Q3: 47,042 shares; 2025Q4: 48,774 shares; 2026Q1: 48,848 shares 48,848 $10.1M 0.02% +74 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,066 shares; 2024Q4: 315,339 shares; 2025Q1: 308,659 shares; 2025Q2: 286,713 shares; 2025Q3: 107,821 shares; 2025Q4: 94,589 shares; 2026Q1: 83,065 shares 83,065 $10.1M 0.02% -11,524 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,524 shares; 2024Q4: 7,123 shares; 2025Q1: 6,712 shares; 2025Q2: 6,512 shares; 2025Q3: 6,926 shares; 2025Q4: 7,065 shares; 2026Q1: 36,938 shares 36,938 $9.99M 0.02% +29,873 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,529 shares; 2024Q4: 96,693 shares; 2025Q1: 94,723 shares; 2025Q2: 92,542 shares; 2025Q3: 97,070 shares; 2025Q4: 93,318 shares; 2026Q1: 84,157 shares 84,157 $9.98M 0.02% -9,161 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,978 shares; 2024Q4: 57,558 shares; 2025Q1: 61,769 shares; 2025Q2: 68,148 shares; 2025Q3: 73,713 shares; 2025Q4: 83,926 shares; 2026Q1: 93,674 shares 93,674 $9.98M 0.02% +9,748 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,783 shares; 2024Q4: 125,124 shares; 2025Q1: 290,659 shares; 2025Q2: 402,466 shares; 2025Q3: 421,038 shares; 2025Q4: 488,094 shares; 2026Q1: 606,610 shares 606,610 $9.97M 0.02% +118,516 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,727 shares; 2024Q4: 26,274 shares; 2025Q1: 26,927 shares; 2025Q2: 27,836 shares; 2025Q3: 28,504 shares; 2025Q4: 29,329 shares; 2026Q1: 30,711 shares 30,711 $9.91M 0.02% +1,382 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 891,198 shares; 2024Q4: 862,131 shares; 2025Q1: 812,169 shares; 2025Q2: 820,814 shares; 2025Q3: 854,367 shares; 2025Q4: 425,048 shares; 2026Q1: 175,787 shares 175,787 $9.81M 0.02% -249,261 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,890 shares; 2024Q4: 33,794 shares; 2025Q1: 36,135 shares; 2025Q2: 33,567 shares; 2025Q3: 29,197 shares; 2025Q4: 28,904 shares; 2026Q1: 32,914 shares 32,914 $9.8M 0.02% +4,010 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,205 shares; 2024Q4: 41,089 shares; 2025Q1: 43,114 shares; 2025Q2: 43,377 shares; 2025Q3: 45,457 shares; 2025Q4: 46,472 shares; 2026Q1: 47,072 shares 47,072 $9.79M 0.02% +600 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,315 shares; 2024Q4: 34,417 shares; 2025Q1: 32,446 shares; 2025Q2: 33,143 shares; 2025Q3: 34,131 shares; 2025Q4: 37,457 shares; 2026Q1: 39,119 shares 39,119 $9.73M 0.02% +1,662 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,357 shares; 2024Q4: 102,985 shares; 2025Q1: 64,575 shares; 2025Q2: 63,745 shares; 2025Q3: 61,416 shares; 2025Q4: 58,465 shares; 2026Q1: 168,770 shares 168,770 $9.72M 0.02% +110,305 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,981 shares; 2024Q4: 157,140 shares; 2025Q1: 120,897 shares; 2025Q2: 122,382 shares; 2025Q3: 111,259 shares; 2025Q4: 118,509 shares; 2026Q1: 122,741 shares 122,741 $9.62M 0.02% +4,232 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,242 shares; 2024Q4: 169,974 shares; 2025Q1: 149,236 shares; 2025Q2: 112,353 shares; 2025Q3: 114,157 shares; 2025Q4: 104,228 shares; 2026Q1: 106,645 shares 106,645 $9.61M 0.02% +2,417 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,196 shares; 2024Q4: 105,729 shares; 2025Q1: 107,207 shares; 2025Q2: 111,805 shares; 2025Q3: 122,806 shares; 2025Q4: 176,704 shares; 2026Q1: 185,742 shares 185,742 $9.52M 0.01% +9,038 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,302 shares; 2024Q4: 12,110 shares; 2025Q1: 11,837 shares; 2025Q2: 21,606 shares; 2025Q3: 21,253 shares; 2025Q4: 21,369 shares; 2026Q1: 25,852 shares 25,852 $9.5M 0.01% +4,483 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; 2024Q2: restricted; 2024Q3: 126,570 shares; 2024Q4: 95,226 shares; 2025Q1: 107,119 shares; 2025Q2: 148,443 shares; 2025Q3: 153,976 shares; 2025Q4: 156,409 shares; 2026Q1: 191,076 shares 191,076 $9.46M 0.01% +34,667 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,284 shares; 2024Q4: 124,819 shares; 2025Q1: 124,796 shares; 2025Q2: 125,218 shares; 2025Q3: 126,738 shares; 2025Q4: 132,679 shares; 2026Q1: 136,504 shares 136,504 $9.39M 0.01% +3,825 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,317 shares; 2024Q4: 44,663 shares; 2025Q1: 42,908 shares; 2025Q2: 53,129 shares; 2025Q3: 54,032 shares; 2025Q4: 58,935 shares; 2026Q1: 64,593 shares 64,593 $9.35M 0.01% +5,658 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,489 shares; 2024Q4: 78,307 shares; 2025Q1: 80,359 shares; 2025Q2: 82,285 shares; 2025Q3: 89,670 shares; 2025Q4: 89,601 shares; 2026Q1: 102,020 shares 102,020 $9.32M 0.01% +12,419 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,577 shares; 2024Q4: 82,904 shares; 2025Q1: 136,369 shares; 2025Q2: 142,775 shares; 2025Q3: 165,268 shares; 2025Q4: 178,257 shares; 2026Q1: 160,046 shares 160,046 $9.31M 0.01% -18,211 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,763 shares; 2024Q4: 31,144 shares; 2025Q1: 32,165 shares; 2025Q2: 33,475 shares; 2025Q3: 33,849 shares; 2025Q4: 34,935 shares; 2026Q1: 42,763 shares 42,763 $9.26M 0.01% +7,828 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,215 shares; 2024Q4: 314,675 shares; 2025Q1: 306,396 shares; 2025Q2: 263,641 shares; 2025Q3: 287,786 shares; 2025Q4: 280,031 shares; 2026Q1: 267,872 shares 267,872 $9.26M 0.01% -12,159 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,441 shares; 2024Q4: 19,972 shares; 2025Q1: 20,449 shares; 2025Q2: 25,424 shares; 2025Q3: 23,865 shares; 2025Q4: 31,243 shares; 2026Q1: 34,005 shares 34,005 $9.21M 0.01% +2,762 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,201 shares; 2024Q4: 109,402 shares; 2025Q1: 189,474 shares; 2025Q2: 233,356 shares; 2025Q3: 272,143 shares; 2025Q4: 324,169 shares; 2026Q1: 338,896 shares 338,896 $9.2M 0.01% +14,727 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: 6,635 shares; 2025Q1: 6,635 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 122,781 shares; 2026Q1: 172,740 shares 172,740 $9.19M 0.01% +49,959 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,704 shares; 2024Q4: 61,023 shares; 2025Q1: 47,898 shares; 2025Q2: 46,828 shares; 2025Q3: 46,526 shares; 2025Q4: 45,849 shares; 2026Q1: 53,899 shares 53,899 $9.19M 0.01% +8,050 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,937 shares; 2025Q2: 53,099 shares; 2025Q3: 97,697 shares; 2025Q4: 142,255 shares; 2026Q1: 233,483 shares 233,483 $9.17M 0.01% +91,228 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,889 shares; 2024Q4: 12,193 shares; 2025Q1: 10,035 shares; 2025Q2: 9,118 shares; 2025Q3: 37,758 shares; 2025Q4: 52,205 shares; 2026Q1: 55,117 shares 55,117 $9.15M 0.01% +2,912 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,107 shares; 2024Q4: 101,561 shares; 2025Q1: 152,906 shares; 2025Q2: 153,102 shares; 2025Q3: 127,725 shares; 2025Q4: 60,599 shares; 2026Q1: 60,904 shares 60,904 $9.14M 0.01% +305 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,782 shares; 2024Q4: 5,727 shares; 2025Q1: 5,371 shares; 2025Q2: 5,351 shares; 2025Q3: 5,323 shares; 2025Q4: 5,372 shares; 2026Q1: 5,272 shares 5,272 $9.12M 0.01% -100 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,925 shares; 2024Q4: 61,306 shares; 2025Q1: 64,336 shares; 2025Q2: 64,267 shares; 2025Q3: 60,377 shares; 2025Q4: 61,598 shares; 2026Q1: 62,476 shares 62,476 $9.11M 0.01% +878 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,572 shares; 2024Q4: 113,468 shares; 2025Q1: 114,150 shares; 2025Q2: 114,128 shares; 2025Q3: 131,662 shares; 2025Q4: 99,762 shares; 2026Q1: 93,828 shares 93,828 $9.05M 0.01% -5,934 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,089 shares; 2024Q4: 89,481 shares; 2025Q1: 90,508 shares; 2025Q2: 82,907 shares; 2025Q3: 84,969 shares; 2025Q4: 87,708 shares; 2026Q1: 104,141 shares 104,141 $9.02M 0.01% +16,433 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,886 shares; 2024Q4: 78,743 shares; 2025Q1: 150,583 shares; 2025Q2: 149,003 shares; 2025Q3: 145,153 shares; 2025Q4: 137,533 shares; 2026Q1: 145,449 shares 145,449 $8.99M 0.01% +7,916 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,275 shares; 2024Q4: 48,086 shares; 2025Q1: 38,684 shares; 2025Q2: 35,942 shares; 2025Q3: 37,368 shares; 2025Q4: 40,934 shares; 2026Q1: 145,064 shares 145,064 $8.97M 0.01% +104,130 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 240,058 shares 240,058 $8.93M 0.01% new Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,128 shares; 2025Q2: 47,119 shares; 2025Q3: 54,824 shares; 2025Q4: 59,668 shares; 2026Q1: 262,628 shares 262,628 $8.88M 0.01% +202,960 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236,212 shares 236,212 $8.78M 0.01% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,718 shares; 2024Q4: 111,854 shares; 2025Q1: 118,792 shares; 2025Q2: 178,831 shares; 2025Q3: 198,437 shares; 2025Q4: 266,274 shares; 2026Q1: 391,510 shares 391,510 $8.78M 0.01% +125,236 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,353 shares; 2024Q4: 62,186 shares; 2025Q1: 68,058 shares; 2025Q2: 68,433 shares; 2025Q3: 64,521 shares; 2025Q4: 68,001 shares; 2026Q1: 70,192 shares 70,192 $8.78M 0.01% +2,191 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,184 shares; 2024Q4: 66,872 shares; 2025Q1: 83,727 shares; 2025Q2: 103,036 shares; 2025Q3: 113,134 shares; 2025Q4: 74,986 shares; 2026Q1: 109,254 shares 109,254 $8.69M 0.01% +34,268 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,592 shares; 2024Q4: 218,207 shares; 2025Q1: 217,579 shares; 2025Q2: 201,032 shares; 2025Q3: 153,175 shares; 2025Q4: 104,085 shares; 2026Q1: 101,291 shares 101,291 $8.27M 0.01% -2,794 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,672 shares 228,672 $8.26M 0.01% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,071 shares; 2024Q4: 58,681 shares; 2025Q1: 46,160 shares; 2025Q2: 45,794 shares; 2025Q3: 47,083 shares; 2025Q4: 107,775 shares; 2026Q1: 100,722 shares 100,722 $8.22M 0.01% -7,053 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,826 shares; 2025Q3: 79,507 shares; 2025Q4: 156,417 shares; 2026Q1: 148,698 shares 148,698 $8.21M 0.01% -7,719 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,932 shares; 2024Q4: 58,913 shares; 2025Q1: 37,905 shares; 2025Q2: 31,820 shares; 2025Q3: 112,557 shares; 2025Q4: 162,953 shares; 2026Q1: 160,359 shares 160,359 $8.17M 0.01% -2,594 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,854 shares; 2024Q4: 180,940 shares; 2025Q1: 178,605 shares; 2025Q2: 175,343 shares; 2025Q3: 177,135 shares; 2025Q4: 171,660 shares; 2026Q1: 170,788 shares 170,788 $8.17M 0.01% -872 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,940 shares; 2025Q3: 104,792 shares; 2025Q4: 113,467 shares; 2026Q1: 149,204 shares 149,204 $8.15M 0.01% +35,737 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,797 shares; 2025Q3: 105,801 shares; 2025Q4: 150,110 shares; 2026Q1: 159,067 shares 159,067 $8.14M 0.01% +8,957 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869,584 shares; 2024Q4: 861,917 shares; 2025Q1: 705,974 shares; 2025Q2: 781,062 shares; 2025Q3: 809,347 shares; 2025Q4: 404,991 shares; 2026Q1: 469,309 shares 469,309 $8.09M 0.01% +64,318 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,035 shares; 2024Q4: 259,550 shares; 2025Q1: 240,193 shares; 2025Q2: 244,746 shares; 2025Q3: 247,619 shares; 2025Q4: 282,573 shares; 2026Q1: 261,301 shares 261,301 $8.09M 0.01% -21,272 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,354 shares; 2024Q4: 143,755 shares; 2025Q1: 137,266 shares; 2025Q2: 145,748 shares; 2025Q3: 102,083 shares; 2025Q4: 100,406 shares; 2026Q1: 87,132 shares 87,132 $8.08M 0.01% -13,274 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,254 shares; 2024Q4: 20,082 shares; 2025Q1: 20,242 shares; 2025Q2: 20,707 shares; 2025Q3: 40,960 shares; 2025Q4: 40,816 shares; 2026Q1: 40,773 shares 40,773 $8.03M 0.01% -43 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,362 shares; 2024Q4: 34,267 shares; 2025Q1: 74,872 shares; 2025Q2: 136,277 shares; 2025Q3: 164,804 shares; 2025Q4: 181,272 shares; 2026Q1: 236,438 shares 236,438 $8.01M 0.01% +55,166 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,183 shares; 2024Q4: 20,293 shares; 2025Q1: 20,303 shares; 2025Q2: 20,287 shares; 2025Q3: 20,406 shares; 2025Q4: 20,425 shares; 2026Q1: 21,355 shares 21,355 $7.92M 0.01% +930 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,985 shares; 2024Q4: 43,287 shares; 2025Q1: 40,613 shares; 2025Q2: 39,392 shares; 2025Q3: 39,239 shares; 2025Q4: 39,217 shares; 2026Q1: 38,109 shares 38,109 $7.9M 0.01% -1,108 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,535 shares; 2025Q1: 165,875 shares; 2025Q2: 167,983 shares; 2025Q3: 166,855 shares; 2025Q4: 173,774 shares; 2026Q1: 178,722 shares 178,722 $7.83M 0.01% +4,948 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,450 shares; 2025Q2: not reported; 2025Q3: 264,505 shares; 2025Q4: 271,511 shares; 2026Q1: 275,572 shares 275,572 $7.81M 0.01% +4,061 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,228 shares; 2024Q4: 68,463 shares; 2025Q1: 69,837 shares; 2025Q2: 71,171 shares; 2025Q3: 71,357 shares; 2025Q4: 74,860 shares; 2026Q1: 80,456 shares 80,456 $7.77M 0.01% +5,596 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,589 shares; 2024Q4: 22,194 shares; 2025Q1: 16,015 shares; 2025Q2: 16,378 shares; 2025Q3: 15,931 shares; 2025Q4: 15,434 shares; 2026Q1: 14,808 shares 14,808 $7.74M 0.01% -626 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,751 shares; 2024Q4: 66,510 shares; 2025Q1: 50,691 shares; 2025Q2: 45,925 shares; 2025Q3: 44,120 shares; 2025Q4: 54,090 shares; 2026Q1: 60,566 shares 60,566 $7.74M 0.01% +6,476 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,297 shares; 2024Q4: 36,891 shares; 2025Q1: 56,118 shares; 2025Q2: 37,626 shares; 2025Q3: 39,463 shares; 2025Q4: 44,208 shares; 2026Q1: 51,905 shares 51,905 $7.64M 0.01% +7,697 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,190 shares; 2024Q4: 49,851 shares; 2025Q1: 81,252 shares; 2025Q2: 81,283 shares; 2025Q3: 85,254 shares; 2025Q4: 89,342 shares; 2026Q1: 86,701 shares 86,701 $7.62M 0.01% -2,641 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,530 shares; 2025Q4: 110,700 shares; 2026Q1: 100,896 shares 100,896 $7.59M 0.01% -9,804 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,501 shares; 2024Q4: 22,149 shares; 2025Q1: 22,381 shares; 2025Q2: 27,148 shares; 2025Q3: 26,735 shares; 2025Q4: 26,182 shares; 2026Q1: 26,998 shares 26,998 $7.59M 0.01% +816 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,282 shares; 2024Q4: 274,762 shares; 2025Q1: 284,524 shares; 2025Q2: 242,955 shares; 2025Q3: 246,638 shares; 2025Q4: 246,392 shares; 2026Q1: 162,192 shares 162,192 $7.49M 0.01% -84,200 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,569 shares; 2024Q4: 517,761 shares; 2025Q1: 490,443 shares; 2025Q2: 518,461 shares; 2025Q3: 543,510 shares; 2025Q4: 515,970 shares; 2026Q1: 537,761 shares 537,761 $7.42M 0.01% +21,791 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,780 shares; 2024Q4: 14,068 shares; 2025Q1: 55,755 shares; 2025Q2: 34,854 shares; 2025Q3: 54,481 shares; 2025Q4: 48,481 shares; 2026Q1: 49,147 shares 49,147 $7.39M 0.01% +666 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,323 shares; 2024Q4: 44,728 shares; 2025Q1: 54,144 shares; 2025Q2: 52,128 shares; 2025Q3: 70,430 shares; 2025Q4: 66,131 shares; 2026Q1: 66,537 shares 66,537 $7.34M 0.01% +406 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,843 shares; 2024Q4: 156,866 shares; 2025Q1: 169,011 shares; 2025Q2: 167,146 shares; 2025Q3: 166,260 shares; 2025Q4: 163,272 shares; 2026Q1: 167,238 shares 167,238 $7.21M 0.01% +3,966 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,125 shares; 2024Q4: 40,265 shares; 2025Q1: 36,234 shares; 2025Q2: 35,739 shares; 2025Q3: 35,079 shares; 2025Q4: 34,900 shares; 2026Q1: 38,452 shares 38,452 $7.17M 0.01% +3,552 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,666 shares 151,666 $7.13M 0.01% new Timeline JCE NUVEEN CORE EQUITY ALPHA FD More: the full row for NUVEEN CORE EQUITY ALPHA FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510,989 shares; 2024Q4: 528,774 shares; 2025Q1: 524,571 shares; 2025Q2: 516,634 shares; 2025Q3: 541,865 shares; 2025Q4: 571,685 shares; 2026Q1: 481,939 shares 481,939 $7.12M 0.01% -89,746 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698,879 shares; 2025Q3: 650,011 shares; 2025Q4: 549,401 shares; 2026Q1: 389,667 shares 389,667 $7.11M 0.01% -159,734 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,207 shares; 2024Q4: 273,632 shares; 2025Q1: 283,012 shares; 2025Q2: 275,756 shares; 2025Q3: 278,153 shares; 2025Q4: 282,419 shares; 2026Q1: 286,856 shares 286,856 $7.11M 0.01% +4,437 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,250 shares; 2024Q4: 205,610 shares; 2025Q1: 199,566 shares; 2025Q2: 203,856 shares; 2025Q3: 70,965 shares; 2025Q4: 146,686 shares; 2026Q1: 54,129 shares 54,129 $7.09M 0.01% -92,557 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193,707 shares; 2025Q1: 283,093 shares; 2025Q2: 313,002 shares; 2025Q3: 356,300 shares; 2025Q4: 385,598 shares; 2026Q1: 406,426 shares 406,426 $7.08M 0.01% +20,828 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,550 shares; 2024Q4: 5,797 shares; 2025Q1: 3,824 shares; 2025Q2: 2,532 shares; 2025Q3: 4,179 shares; 2025Q4: 18,162 shares; 2026Q1: 72,917 shares 72,917 $7.07M 0.01% +54,755 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,043 shares; 2024Q4: 10,206 shares; 2025Q1: 9,954 shares; 2025Q2: 31,020 shares; 2025Q3: 30,933 shares; 2025Q4: 30,972 shares; 2026Q1: 75,857 shares 75,857 $7.01M 0.01% +44,885 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,636 shares; 2024Q4: 41,868 shares; 2025Q1: 44,557 shares; 2025Q2: 44,316 shares; 2025Q3: 36,291 shares; 2025Q4: 41,898 shares; 2026Q1: 38,489 shares 38,489 $6.98M 0.01% -3,409 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,858 shares; 2024Q4: 19,789 shares; 2025Q1: 21,908 shares; 2025Q2: 23,217 shares; 2025Q3: 23,429 shares; 2025Q4: 21,808 shares; 2026Q1: 21,198 shares 21,198 $6.97M 0.01% -610 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,729 shares; 2024Q4: 9,504 shares; 2025Q1: 9,054 shares; 2025Q2: 9,048 shares; 2025Q3: 9,048 shares; 2025Q4: 8,885 shares; 2026Q1: 8,205 shares 8,205 $6.97M 0.01% -680 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,247 shares; 2024Q4: 58,252 shares; 2025Q1: 58,984 shares; 2025Q2: 59,975 shares; 2025Q3: 58,056 shares; 2025Q4: 58,233 shares; 2026Q1: 60,638 shares 60,638 $6.96M 0.01% +2,405 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,677 shares; 2024Q4: 390,873 shares; 2025Q1: 384,486 shares; 2025Q2: 239,978 shares; 2025Q3: 220,937 shares; 2025Q4: 210,322 shares; 2026Q1: 122,518 shares 122,518 $6.9M 0.01% -87,804 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,982 shares; 2024Q4: 141,556 shares; 2025Q1: 220,817 shares; 2025Q2: 160,185 shares; 2025Q3: 258,764 shares; 2025Q4: 215,800 shares; 2026Q1: 262,206 shares 262,206 $6.9M 0.01% +46,406 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,879 shares; 2024Q4: 114,668 shares; 2025Q1: 110,841 shares; 2025Q2: 112,727 shares; 2025Q3: 116,787 shares; 2025Q4: 126,288 shares; 2026Q1: 128,244 shares 128,244 $6.9M 0.01% +1,956 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,990 shares; 2024Q4: 7,708 shares; 2025Q1: 7,123 shares; 2025Q2: 8,039 shares; 2025Q3: 8,467 shares; 2025Q4: 21,081 shares; 2026Q1: 34,276 shares 34,276 $6.88M 0.01% +13,195 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176,582 shares; 2024Q4: 684,728 shares; 2025Q1: 551,295 shares; 2025Q2: 111,517 shares; 2025Q3: 109,899 shares; 2025Q4: 106,565 shares; 2026Q1: 105,804 shares 105,804 $6.84M 0.01% -761 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,133 shares; 2024Q4: 19,214 shares; 2025Q1: 133,501 shares; 2025Q2: 134,779 shares; 2025Q3: 136,510 shares; 2025Q4: 139,401 shares; 2026Q1: 140,180 shares 140,180 $6.83M 0.01% +779 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212,186 shares; 2024Q4: 1,215,342 shares; 2025Q1: 1,220,946 shares; 2025Q2: 1,095,421 shares; 2025Q3: 1,011,243 shares; 2025Q4: 947,646 shares; 2026Q1: 939,091 shares 939,091 $6.82M 0.01% -8,555 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 29,600 shares; 2025Q1: 102,554 shares; 2025Q2: 100,491 shares; 2025Q3: 60,977 shares; 2025Q4: 86,401 shares; 2026Q1: 82,226 shares 82,226 $6.81M 0.01% -4,175 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229,752 shares; 2026Q1: 245,943 shares 245,943 $6.81M 0.01% +16,191 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,400 shares; 2024Q4: 123,284 shares; 2025Q1: 125,642 shares; 2025Q2: 101,843 shares; 2025Q3: 79,999 shares; 2025Q4: 79,573 shares; 2026Q1: 73,233 shares 73,233 $6.81M 0.01% -6,340 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,101 shares; 2024Q4: 143,040 shares; 2025Q1: 164,161 shares; 2025Q2: 159,732 shares; 2025Q3: 165,683 shares; 2025Q4: 133,947 shares; 2026Q1: 141,110 shares 141,110 $6.8M 0.01% +7,163 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,543 shares; 2024Q4: 86,542 shares; 2025Q1: 87,403 shares; 2025Q2: 89,970 shares; 2025Q3: 89,855 shares; 2025Q4: 141,219 shares; 2026Q1: 142,688 shares 142,688 $6.78M 0.01% +1,469 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,248 shares; 2024Q4: 64,289 shares; 2025Q1: 62,925 shares; 2025Q2: 57,457 shares; 2025Q3: 56,731 shares; 2025Q4: 62,150 shares; 2026Q1: 59,402 shares 59,402 $6.77M 0.01% -2,748 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,385 shares; 2024Q4: 53,705 shares; 2025Q1: 95,332 shares; 2025Q2: 167,264 shares; 2025Q3: 204,038 shares; 2025Q4: 274,277 shares; 2026Q1: 278,260 shares 278,260 $6.75M 0.01% +3,983 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 4,957 shares; 2025Q1: 5,135 shares; 2025Q2: 5,270 shares; 2025Q3: 5,378 shares; 2025Q4: 5,728 shares; 2026Q1: 5,845 shares 5,845 $6.75M 0.01% +117 VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,252 shares; 2024Q4: 61,293 shares; 2025Q1: 68,948 shares; 2025Q2: 66,207 shares; 2025Q3: 68,613 shares; 2025Q4: 68,739 shares; 2026Q1: 67,152 shares 67,152 $6.73M 0.01% -1,587 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292,101 shares 292,101 $6.7M 0.01% new Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,986 shares; 2025Q4: 69,991 shares; 2026Q1: 73,526 shares 73,526 $6.7M 0.01% +3,535 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,332 shares; 2024Q4: 39,074 shares; 2025Q1: 41,534 shares; 2025Q2: 41,630 shares; 2025Q3: 41,877 shares; 2025Q4: 67,444 shares; 2026Q1: 69,956 shares 69,956 $6.7M 0.01% +2,512 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,763 shares; 2024Q4: 57,069 shares; 2025Q1: 59,500 shares; 2025Q2: 58,481 shares; 2025Q3: 57,174 shares; 2025Q4: 49,922 shares; 2026Q1: 55,006 shares 55,006 $6.69M 0.01% +5,084 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,017 shares; 2024Q4: 86,700 shares; 2025Q1: 83,965 shares; 2025Q2: 89,170 shares; 2025Q3: 121,636 shares; 2025Q4: 113,098 shares; 2026Q1: 106,226 shares 106,226 $6.66M 0.01% -6,872 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,558 shares; 2024Q4: 118,120 shares; 2025Q1: 118,811 shares; 2025Q2: 110,314 shares; 2025Q3: 102,949 shares; 2025Q4: 94,557 shares; 2026Q1: 73,210 shares 73,210 $6.63M 0.01% -21,347 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 799,804 shares; 2025Q3: 707,578 shares; 2025Q4: 692,130 shares; 2026Q1: 634,447 shares 634,447 $6.62M 0.01% -57,683 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,784 shares; 2025Q1: 37,022 shares; 2025Q2: 38,152 shares; 2025Q3: 40,087 shares; 2025Q4: 41,329 shares; 2026Q1: 20,484 shares 20,484 $6.58M 0.01% -20,845 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,772,640 shares; 2024Q4: 1,845,275 shares; 2025Q1: 1,890,124 shares; 2025Q2: 1,371,256 shares; 2025Q3: 1,360,902 shares; 2025Q4: 705,045 shares; 2026Q1: 197,528 shares 197,528 $6.56M 0.01% -507,517 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,337 shares; 2024Q4: 54,765 shares; 2025Q1: 49,507 shares; 2025Q2: 52,111 shares; 2025Q3: 50,124 shares; 2025Q4: 47,255 shares; 2026Q1: 46,784 shares 46,784 $6.53M 0.01% -471 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,047 shares; 2024Q4: 29,316 shares; 2025Q1: 33,005 shares; 2025Q2: 31,228 shares; 2025Q3: 27,027 shares; 2025Q4: 28,038 shares; 2026Q1: 100,189 shares 100,189 $6.49M 0.01% +72,151 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,867 shares; 2025Q1: 168,760 shares; 2025Q2: 173,594 shares; 2025Q3: 173,040 shares; 2025Q4: 176,749 shares; 2026Q1: 190,283 shares 190,283 $6.48M 0.01% +13,534 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,170 shares; 2026Q1: 103,093 shares 103,093 $6.43M 0.01% +33,923 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,075 shares; 2024Q4: 5,221 shares; 2025Q1: 5,065 shares; 2025Q2: 5,397 shares; 2025Q3: 5,434 shares; 2025Q4: 5,507 shares; 2026Q1: 5,528 shares 5,528 $6.41M 0.01% +21 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,443 shares; 2024Q4: 24,312 shares; 2025Q1: 12,738 shares; 2025Q2: 10,480 shares; 2025Q3: 34,458 shares; 2025Q4: 28,723 shares; 2026Q1: 21,450 shares 21,450 $6.36M 0.01% -7,273 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,460 shares; 2024Q4: 62,908 shares; 2025Q1: 66,390 shares; 2025Q2: 124,018 shares; 2025Q3: 138,167 shares; 2025Q4: 206,163 shares; 2026Q1: 285,030 shares 285,030 $6.35M 0.01% +78,867 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,297 shares; 2024Q4: 89,463 shares; 2025Q1: 103,729 shares; 2025Q2: 100,457 shares; 2025Q3: 102,537 shares; 2025Q4: 39,959 shares; 2026Q1: 40,389 shares 40,389 $6.35M 0.01% +430 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,811 shares; 2024Q4: 469,575 shares; 2025Q1: 501,632 shares; 2025Q2: 532,450 shares; 2025Q3: 560,673 shares; 2025Q4: 543,001 shares; 2026Q1: 591,236 shares 591,236 $6.35M 0.01% +48,235 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,607 shares; 2024Q4: 254,893 shares; 2025Q1: 250,064 shares; 2025Q2: 229,390 shares; 2025Q3: 202,446 shares; 2025Q4: 221,094 shares; 2026Q1: 200,139 shares 200,139 $6.28M 0.01% -20,955 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,528 shares; 2026Q1: 183,503 shares 183,503 $6.28M 0.01% +51,975 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,102 shares; 2024Q4: 563,479 shares; 2025Q1: 529,140 shares; 2025Q2: 391,908 shares; 2025Q3: 393,728 shares; 2025Q4: 392,210 shares; 2026Q1: 115,055 shares 115,055 $6.28M 0.01% -277,155 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,240 shares; 2024Q4: 45,935 shares; 2025Q1: 46,238 shares; 2025Q2: 33,394 shares; 2025Q3: 35,844 shares; 2025Q4: 59,109 shares; 2026Q1: 122,951 shares 122,951 $6.25M 0.01% +63,842 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,860 shares; 2024Q4: 56,355 shares; 2025Q1: 56,465 shares; 2025Q2: 55,394 shares; 2025Q3: 53,423 shares; 2025Q4: 52,486 shares; 2026Q1: 48,965 shares 48,965 $6.22M 0.01% -3,521 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,620 shares; 2025Q3: 85,173 shares; 2025Q4: 90,914 shares; 2026Q1: 101,226 shares 101,226 $6.21M 0.01% +10,312 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,457 shares 95,457 $6.2M 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,957 shares; 2024Q4: 12,853 shares; 2025Q1: 29,830 shares; 2025Q2: 35,641 shares; 2025Q3: 43,856 shares; 2025Q4: 32,357 shares; 2026Q1: 22,171 shares 22,171 $6.19M 0.01% -10,186 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 9,154 shares; 2025Q1: 11,354 shares; 2025Q2: 16,761 shares; 2025Q3: 45,739 shares; 2025Q4: 25,406 shares; 2026Q1: 35,200 shares 35,200 $6.15M 0.01% +9,794 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,547 shares; 2024Q4: 159,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,548 shares; 2025Q4: 481,325 shares; 2026Q1: 565,586 shares 565,586 $6.01M 0.01% +84,261 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,463 shares; 2024Q4: 103,958 shares; 2025Q1: 79,813 shares; 2025Q2: 111,196 shares; 2025Q3: 110,292 shares; 2025Q4: 105,365 shares; 2026Q1: 122,947 shares 122,947 $5.99M 0.01% +17,582 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,726 shares; 2024Q4: 274,777 shares; 2025Q1: 281,261 shares; 2025Q2: 217,045 shares; 2025Q3: 168,029 shares; 2025Q4: 156,343 shares; 2026Q1: 99,733 shares 99,733 $5.96M 0.01% -56,610 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,130 shares; 2024Q4: 100,788 shares; 2025Q1: 103,626 shares; 2025Q2: 103,752 shares; 2025Q3: 103,700 shares; 2025Q4: 101,032 shares; 2026Q1: 111,264 shares 111,264 $5.94M 0.01% +10,232 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,750 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,279 shares 36,279 $5.93M 0.01% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,299 shares; 2024Q4: 122,153 shares; 2025Q1: 121,719 shares; 2025Q2: 122,229 shares; 2025Q3: 123,827 shares; 2025Q4: 127,471 shares; 2026Q1: 128,951 shares 128,951 $5.92M 0.01% +1,480 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,667 shares; 2024Q4: 112,998 shares; 2025Q1: 95,792 shares; 2025Q2: 82,561 shares; 2025Q3: 80,990 shares; 2025Q4: 75,783 shares; 2026Q1: 43,707 shares 43,707 $5.89M 0.01% -32,076 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 75,992 shares; 2025Q1: 244,640 shares; 2025Q2: 192,978 shares; 2025Q3: 216,038 shares; 2025Q4: 121,576 shares; 2026Q1: 120,141 shares 120,141 $5.8M 0.01% -1,435 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,699 shares; 2026Q1: 364,139 shares 364,139 $5.79M 0.01% -5,560 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,140 shares; 2024Q4: 194,552 shares; 2025Q1: 195,201 shares; 2025Q2: 199,913 shares; 2025Q3: 203,303 shares; 2025Q4: 207,770 shares; 2026Q1: 214,867 shares 214,867 $5.78M 0.01% +7,097 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764,722 shares; 2024Q4: 801,055 shares; 2025Q1: 860,414 shares; 2025Q2: 906,402 shares; 2025Q3: 954,285 shares; 2025Q4: 1,043,067 shares; 2026Q1: 1,067,618 shares 1,067,618 $5.78M 0.01% +24,551 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,181 shares; 2024Q4: 23,101 shares; 2025Q1: 42,702 shares; 2025Q2: 56,938 shares; 2025Q3: 81,677 shares; 2025Q4: 73,030 shares; 2026Q1: 61,286 shares 61,286 $5.76M 0.01% -11,744 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,250 shares; 2024Q4: 100,206 shares; 2025Q1: 111,933 shares; 2025Q2: 99,580 shares; 2025Q3: 109,273 shares; 2025Q4: 111,753 shares; 2026Q1: 118,445 shares 118,445 $5.74M 0.01% +6,692 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 135,529 shares; 2025Q2: 160,234 shares; 2025Q3: 161,009 shares; 2025Q4: 178,350 shares; 2026Q1: 190,755 shares 190,755 $5.69M 0.01% +12,405 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,535 shares; 2024Q4: 54,591 shares; 2025Q1: 53,834 shares; 2025Q2: 63,379 shares; 2025Q3: 58,849 shares; 2025Q4: 55,434 shares; 2026Q1: 52,801 shares 52,801 $5.68M 0.01% -2,633 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 5,044 shares; 2025Q1: 4,340 shares; 2025Q2: 4,177 shares; 2025Q3: 4,171 shares; 2025Q4: 12,018 shares; 2026Q1: 11,950 shares 11,950 $5.67M 0.01% -68 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 184,418 shares; 2025Q3: 176,955 shares; 2025Q4: 178,371 shares; 2026Q1: 192,840 shares 192,840 $5.62M 0.01% +14,469 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,566 shares; 2024Q4: 36,857 shares; 2025Q1: 36,341 shares; 2025Q2: 37,603 shares; 2025Q3: 38,148 shares; 2025Q4: 37,639 shares; 2026Q1: 41,181 shares 41,181 $5.57M 0.01% +3,542 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,485 shares; 2024Q4: 88,510 shares; 2025Q1: 94,864 shares; 2025Q2: 104,552 shares; 2025Q3: 105,185 shares; 2025Q4: 111,485 shares; 2026Q1: 115,849 shares 115,849 $5.57M 0.01% +4,364 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,936 shares; 2024Q4: 381,964 shares; 2025Q1: 375,686 shares; 2025Q2: 242,998 shares; 2025Q3: 234,414 shares; 2025Q4: 226,895 shares; 2026Q1: 232,011 shares 232,011 $5.56M 0.01% +5,116 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,945 shares; 2025Q1: 85,766 shares; 2025Q2: 83,082 shares; 2025Q3: 80,790 shares; 2025Q4: 134,899 shares; 2026Q1: 163,258 shares 163,258 $5.53M 0.01% +28,359 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,759 shares 100,759 $5.53M 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,639 shares; 2024Q4: 13,462 shares; 2025Q1: 12,086 shares; 2025Q2: 124,145 shares; 2025Q3: 120,906 shares; 2025Q4: 100,391 shares; 2026Q1: 116,096 shares 116,096 $5.5M 0.01% +15,705 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,023 shares; 2024Q4: 31,260 shares; 2025Q1: 31,545 shares; 2025Q2: 33,108 shares; 2025Q3: 33,006 shares; 2025Q4: 33,194 shares; 2026Q1: 39,165 shares 39,165 $5.49M 0.01% +5,971 Timeline CCS CENTURY COMMUNITIES INC More: the full row for CENTURY COMMUNITIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,647 shares; 2024Q4: 96,206 shares; 2025Q1: 99,830 shares; 2025Q2: 99,540 shares; 2025Q3: 95,199 shares; 2025Q4: 88,448 shares; 2026Q1: 95,696 shares 95,696 $5.49M 0.01% +7,248 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997,573 shares; 2024Q4: 1,009,472 shares; 2025Q1: 975,536 shares; 2025Q2: 973,411 shares; 2025Q3: 339,865 shares; 2025Q4: 170,582 shares; 2026Q1: 171,327 shares 171,327 $5.48M 0.01% +745 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,882 shares; 2024Q4: 70,033 shares; 2025Q1: 62,407 shares; 2025Q2: 61,159 shares; 2025Q3: 58,384 shares; 2025Q4: 57,989 shares; 2026Q1: 58,338 shares 58,338 $5.48M 0.01% +349 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,117 shares; 2024Q4: 345,711 shares; 2025Q1: 341,897 shares; 2025Q2: 118,391 shares; 2025Q3: 109,209 shares; 2025Q4: 107,745 shares; 2026Q1: 87,765 shares 87,765 $5.48M 0.01% -19,980 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 31,862 shares; 2025Q4: 23,212 shares; 2026Q1: 110,836 shares 110,836 $5.47M 0.01% +87,624 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,984 shares; 2024Q4: 68,637 shares; 2025Q1: 50,419 shares; 2025Q2: 54,963 shares; 2025Q3: 55,685 shares; 2025Q4: 58,305 shares; 2026Q1: 56,927 shares 56,927 $5.46M 0.01% -1,378 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,580 shares; 2024Q4: 121,845 shares; 2025Q1: 155,041 shares; 2025Q2: 308,887 shares; 2025Q3: 178,110 shares; 2025Q4: 450,951 shares; 2026Q1: 315,485 shares 315,485 $5.46M 0.01% -135,466 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,391 shares; 2024Q4: 41,847 shares; 2025Q1: 73,054 shares; 2025Q2: 72,308 shares; 2025Q3: 72,625 shares; 2025Q4: 68,607 shares; 2026Q1: 188,974 shares 188,974 $5.43M 0.01% +120,367 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895,740 shares; 2024Q4: 677,888 shares; 2025Q1: 234,333 shares; 2025Q2: 191,132 shares; 2025Q3: 171,257 shares; 2025Q4: 195,496 shares; 2026Q1: 221,573 shares 221,573 $5.41M 0.01% +26,077 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,245 shares; 2024Q4: 82,757 shares; 2025Q1: 82,157 shares; 2025Q2: 103,739 shares; 2025Q3: 106,713 shares; 2025Q4: 106,037 shares; 2026Q1: 103,628 shares 103,628 $5.41M 0.01% -2,409 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 38,960 shares; 2025Q1: 31,592 shares; 2025Q2: 34,033 shares; 2025Q3: 74,058 shares; 2025Q4: 63,820 shares; 2026Q1: 70,082 shares 70,082 $5.4M 0.01% +6,262 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 5,749 shares; 2025Q1: 5,329 shares; 2025Q2: 4,968 shares; 2025Q3: 4,802 shares; 2025Q4: 4,937 shares; 2026Q1: 4,921 shares 4,921 $5.37M 0.01% -16 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,222 shares; 2024Q4: 162,935 shares; 2025Q1: 169,523 shares; 2025Q2: 152,415 shares; 2025Q3: 145,472 shares; 2025Q4: 149,147 shares; 2026Q1: 149,262 shares 149,262 $5.36M 0.01% +115 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,400 shares; 2024Q4: 31,447 shares; 2025Q1: 26,493 shares; 2025Q2: 26,101 shares; 2025Q3: 25,332 shares; 2025Q4: 17,349 shares; 2026Q1: 23,107 shares 23,107 $5.36M 0.01% +5,758 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,953 shares; 2024Q4: 30,980 shares; 2025Q1: 101,717 shares; 2025Q2: 138,655 shares; 2025Q3: 127,642 shares; 2025Q4: 155,408 shares; 2026Q1: 183,833 shares 183,833 $5.36M 0.01% +28,425 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,599 shares; 2024Q4: 64,356 shares; 2025Q1: 153,909 shares; 2025Q2: 158,126 shares; 2025Q3: 164,969 shares; 2025Q4: 170,675 shares; 2026Q1: 146,603 shares 146,603 $5.26M 0.01% -24,072 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; 2024Q2: restricted; 2024Q3: 39,777 shares; 2024Q4: 103,689 shares; 2025Q1: 123,557 shares; 2025Q2: 124,861 shares; 2025Q3: 132,896 shares; 2025Q4: 133,230 shares; 2026Q1: 129,188 shares 129,188 $5.2M 0.01% -4,042 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,989 shares; 2025Q4: not reported; 2026Q1: 179,248 shares 179,248 $5.17M 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,041 shares; 2024Q4: 36,363 shares; 2025Q1: 32,604 shares; 2025Q2: 33,040 shares; 2025Q3: 32,328 shares; 2025Q4: 23,996 shares; 2026Q1: 30,745 shares 30,745 $5.09M 0.01% +6,749 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,608 shares; 2025Q1: 153,464 shares; 2025Q2: 173,538 shares; 2025Q3: 179,883 shares; 2025Q4: 181,384 shares; 2026Q1: 150,777 shares 150,777 $5.09M 0.01% -30,607 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,123 shares; 2025Q1: 42,708 shares; 2025Q2: 103,277 shares; 2025Q3: 116,325 shares; 2025Q4: 185,183 shares; 2026Q1: 232,796 shares 232,796 $5.08M 0.01% +47,613 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,060 shares; 2024Q4: 54,717 shares; 2025Q1: 57,820 shares; 2025Q2: 53,394 shares; 2025Q3: 46,961 shares; 2025Q4: 42,205 shares; 2026Q1: 38,589 shares 38,589 $5.08M 0.01% -3,616 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196,727 shares; 2026Q1: 255,467 shares 255,467 $5.04M 0.01% +58,740 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,367 shares; 2024Q4: 312,419 shares; 2025Q1: 285,442 shares; 2025Q2: 253,651 shares; 2025Q3: 229,270 shares; 2025Q4: 199,036 shares; 2026Q1: 246,519 shares 246,519 $5.03M 0.01% +47,483 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,697 shares; 2024Q4: 31,606 shares; 2025Q1: 33,971 shares; 2025Q2: 33,350 shares; 2025Q3: 31,824 shares; 2025Q4: 41,157 shares; 2026Q1: 62,111 shares 62,111 $5M 0.01% +20,954 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,907 shares; 2024Q4: 131,859 shares; 2025Q1: 116,394 shares; 2025Q2: 115,930 shares; 2025Q3: 112,459 shares; 2025Q4: 107,335 shares; 2026Q1: 103,255 shares 103,255 $4.99M 0.01% -4,080 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,949 shares; 2025Q3: 11,005 shares; 2025Q4: 10,835 shares; 2026Q1: 12,486 shares 12,486 $4.97M 0.01% +1,651 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,626 shares; 2024Q4: 7,362 shares; 2025Q1: 86,780 shares; 2025Q2: 86,611 shares; 2025Q3: 88,609 shares; 2025Q4: 91,251 shares; 2026Q1: 122,451 shares 122,451 $4.96M 0.01% +31,200 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,749 shares; 2024Q4: 9,848 shares; 2025Q1: 9,634 shares; 2025Q2: 35,859 shares; 2025Q3: 38,273 shares; 2025Q4: 44,517 shares; 2026Q1: 50,215 shares 50,215 $4.96M 0.01% +5,698 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,608 shares; 2024Q4: 213,861 shares; 2025Q1: 213,170 shares; 2025Q2: 54,746 shares; 2025Q3: 58,509 shares; 2025Q4: 59,155 shares; 2026Q1: 83,395 shares 83,395 $4.9M 0.01% +24,240 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,394 shares; 2024Q4: 1,208,286 shares; 2025Q1: 1,348,062 shares; 2025Q2: 1,011,988 shares; 2025Q3: 975,661 shares; 2025Q4: 312,120 shares; 2026Q1: 1,277,680 shares 1,277,680 $4.87M 0.01% +965,560 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,551 shares; 2024Q4: 33,257 shares; 2025Q1: 34,377 shares; 2025Q2: 32,906 shares; 2025Q3: 33,716 shares; 2025Q4: 32,814 shares; 2026Q1: 32,128 shares 32,128 $4.85M 0.01% -686 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 20,177 shares; 2025Q1: 20,652 shares; 2025Q2: 24,300 shares; 2025Q3: 24,838 shares; 2025Q4: 24,325 shares; 2026Q1: 24,081 shares 24,081 $4.78M 0.01% -244 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,329 shares; 2024Q4: 28,339 shares; 2025Q1: 29,417 shares; 2025Q2: 29,278 shares; 2025Q3: 37,245 shares; 2025Q4: 33,939 shares; 2026Q1: 32,518 shares 32,518 $4.75M 0.01% -1,421 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,872 shares; 2024Q4: 61,356 shares; 2025Q1: 55,126 shares; 2025Q2: 43,657 shares; 2025Q3: 40,406 shares; 2025Q4: 80,644 shares; 2026Q1: 43,381 shares 43,381 $4.73M 0.01% -37,263 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,507 shares; 2025Q1: 26,317 shares; 2025Q2: 28,725 shares; 2025Q3: 40,867 shares; 2025Q4: 42,364 shares; 2026Q1: 43,398 shares 43,398 $4.71M 0.01% +1,034 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,960 shares; 2024Q4: 507,662 shares; 2025Q1: 514,658 shares; 2025Q2: 533,886 shares; 2025Q3: 535,798 shares; 2025Q4: 556,268 shares; 2026Q1: 556,785 shares 556,785 $4.71M 0.01% +517 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,232 shares; 2024Q4: 115,815 shares; 2025Q1: 120,733 shares; 2025Q2: 55,180 shares; 2025Q3: 54,779 shares; 2025Q4: 54,977 shares; 2026Q1: 55,962 shares 55,962 $4.68M 0.01% +985 Timeline JRS NUVEEN REAL ESTATE INCOME FD More: the full row for NUVEEN REAL ESTATE INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,500 shares; 2024Q4: 449,385 shares; 2025Q1: 479,600 shares; 2025Q2: 510,390 shares; 2025Q3: 539,348 shares; 2025Q4: 578,732 shares; 2026Q1: 625,379 shares 625,379 $4.67M 0.01% +46,647 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,319 shares; 2024Q4: 112,762 shares; 2025Q1: 112,838 shares; 2025Q2: 122,593 shares; 2025Q3: 141,642 shares; 2025Q4: 220,176 shares; 2026Q1: 187,724 shares 187,724 $4.66M 0.01% -32,452 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,006 shares; 2024Q4: 72,996 shares; 2025Q1: 64,624 shares; 2025Q2: 70,876 shares; 2025Q3: 64,299 shares; 2025Q4: 63,683 shares; 2026Q1: 63,509 shares 63,509 $4.65M 0.01% -174 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,867 shares; 2024Q4: 10,310 shares; 2025Q1: 8,372 shares; 2025Q2: 8,824 shares; 2025Q3: 18,323 shares; 2025Q4: 35,063 shares; 2026Q1: 91,772 shares 91,772 $4.59M 0.01% +56,709 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,717 shares; 2024Q4: 14,717 shares; 2025Q1: 129,006 shares; 2025Q2: 111,335 shares; 2025Q3: 16,033 shares; 2025Q4: 16,050 shares; 2026Q1: 15,488 shares 15,488 $4.57M 0.01% -562 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,620 shares; 2024Q4: 20,212 shares; 2025Q1: 6,454 shares; 2025Q2: 3,445 shares; 2025Q3: 5,224 shares; 2025Q4: 5,392 shares; 2026Q1: 28,658 shares 28,658 $4.54M 0.01% +23,266 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,635 shares; 2024Q4: 301,042 shares; 2025Q1: 293,854 shares; 2025Q2: 292,424 shares; 2025Q3: 245,873 shares; 2025Q4: 248,905 shares; 2026Q1: 241,299 shares 241,299 $4.54M 0.01% -7,606 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,391 shares; 2024Q4: 188,380 shares; 2025Q1: 184,736 shares; 2025Q2: 193,441 shares; 2025Q3: 201,498 shares; 2025Q4: 200,079 shares; 2026Q1: 214,245 shares 214,245 $4.53M 0.01% +14,166 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,140 shares; 2024Q4: 116,061 shares; 2025Q1: 150,377 shares; 2025Q2: 73,185 shares; 2025Q3: 66,520 shares; 2025Q4: 39,197 shares; 2026Q1: 52,257 shares 52,257 $4.53M 0.01% +13,060 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,483 shares; 2024Q4: 129,269 shares; 2025Q1: 123,805 shares; 2025Q2: 174,487 shares; 2025Q3: 160,363 shares; 2025Q4: 164,492 shares; 2026Q1: 148,524 shares 148,524 $4.53M 0.01% -15,968 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,374 shares; 2024Q4: 92,977 shares; 2025Q1: 91,555 shares; 2025Q2: 89,701 shares; 2025Q3: 85,175 shares; 2025Q4: 78,186 shares; 2026Q1: 72,823 shares 72,823 $4.51M 0.01% -5,363 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,971 shares; 2024Q4: 48,940 shares; 2025Q1: 47,287 shares; 2025Q2: 48,738 shares; 2025Q3: 51,727 shares; 2025Q4: 48,009 shares; 2026Q1: 51,661 shares 51,661 $4.5M 0.01% +3,652 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 5,989 shares; 2025Q1: 6,102 shares; 2025Q2: 53,278 shares; 2025Q3: 55,285 shares; 2025Q4: 57,476 shares; 2026Q1: 63,073 shares 63,073 $4.48M 0.01% +5,597 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,397 shares; 2024Q4: 159,217 shares; 2025Q1: 148,624 shares; 2025Q2: 173,551 shares; 2025Q3: 212,613 shares; 2025Q4: 215,079 shares; 2026Q1: 207,839 shares 207,839 $4.47M 0.01% -7,240 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,022 shares; 2024Q4: 29,356 shares; 2025Q1: 17,401 shares; 2025Q2: 29,488 shares; 2025Q3: 49,924 shares; 2025Q4: 55,642 shares; 2026Q1: 55,271 shares 55,271 $4.45M 0.01% -371 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,636 shares; 2024Q4: 11,239 shares; 2025Q1: 18,502 shares; 2025Q2: 10,732 shares; 2025Q3: 10,796 shares; 2025Q4: 11,091 shares; 2026Q1: 10,186 shares 10,186 $4.44M 0.01% -905 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,257 shares; 2024Q4: 79,366 shares; 2025Q1: 87,196 shares; 2025Q2: 84,938 shares; 2025Q3: 85,529 shares; 2025Q4: 86,974 shares; 2026Q1: 86,707 shares 86,707 $4.43M 0.01% -267 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,170 shares; 2024Q4: 53,610 shares; 2025Q1: 53,720 shares; 2025Q2: 53,720 shares; 2025Q3: 53,398 shares; 2025Q4: 53,398 shares; 2026Q1: 56,642 shares 56,642 $4.43M 0.01% +3,244 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,271 shares; 2025Q1: 1,332 shares; 2025Q2: 1,430 shares; 2025Q3: 1,362 shares; 2025Q4: 1,370 shares; 2026Q1: 1,310 shares 1,310 $4.42M 0.01% -60 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,976 shares; 2024Q4: 8,795 shares; 2025Q1: 8,670 shares; 2025Q2: 8,281 shares; 2025Q3: 8,281 shares; 2025Q4: 8,356 shares; 2026Q1: 10,564 shares 10,564 $4.4M 0.01% +2,208 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,766 shares; 2024Q4: 12,036 shares; 2025Q1: 27,259 shares; 2025Q2: 27,931 shares; 2025Q3: 28,062 shares; 2025Q4: 31,544 shares; 2026Q1: 54,749 shares 54,749 $4.38M 0.01% +23,205 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,680 shares; 2024Q4: 65,506 shares; 2025Q1: 62,310 shares; 2025Q2: 48,670 shares; 2025Q3: 46,638 shares; 2025Q4: 45,891 shares; 2026Q1: 42,707 shares 42,707 $4.36M 0.01% -3,184 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,126 shares; 2025Q1: 2,971 shares; 2025Q2: 2,026 shares; 2025Q3: 2,588 shares; 2025Q4: 16,853 shares; 2026Q1: 17,100 shares 17,100 $4.34M 0.01% +247 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,312 shares; 2024Q4: 13,339 shares; 2025Q1: 22,782 shares; 2025Q2: 30,520 shares; 2025Q3: 80,252 shares; 2025Q4: 83,211 shares; 2026Q1: 92,974 shares 92,974 $4.34M 0.01% +9,763 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,680 shares; 2024Q4: 197,004 shares; 2025Q1: 194,619 shares; 2025Q2: 183,552 shares; 2025Q3: 166,966 shares; 2025Q4: 144,489 shares; 2026Q1: 140,867 shares 140,867 $4.34M 0.01% -3,622 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,423 shares; 2025Q2: 113,381 shares; 2025Q3: 121,622 shares; 2025Q4: 130,957 shares; 2026Q1: 130,657 shares 130,657 $4.33M 0.01% -300 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,607 shares; 2024Q4: 158,753 shares; 2025Q1: 130,048 shares; 2025Q2: 128,532 shares; 2025Q3: 55,396 shares; 2025Q4: 36,544 shares; 2026Q1: 21,192 shares 21,192 $4.32M 0.01% -15,352 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 430,725 shares 430,725 $4.32M 0.01% new Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,319 shares; 2026Q1: 259,962 shares 259,962 $4.32M 0.01% +214,643 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,520 shares; 2025Q1: 61,648 shares; 2025Q2: 60,549 shares; 2025Q3: 60,927 shares; 2025Q4: 61,931 shares; 2026Q1: 61,954 shares 61,954 $4.3M 0.01% +23 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387,392 shares 387,392 $4.3M 0.01% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 9,779 shares; 2025Q1: 12,334 shares; 2025Q2: 10,361 shares; 2025Q3: 10,232 shares; 2025Q4: 10,519 shares; 2026Q1: 10,585 shares 10,585 $4.28M 0.01% +66 Timeline HAP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,478 shares; 2024Q4: 46,988 shares; 2025Q1: 47,350 shares; 2025Q2: 46,865 shares; 2025Q3: 47,021 shares; 2025Q4: 47,559 shares; 2026Q1: 58,812 shares 58,812 $4.26M 0.01% +11,253 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,147 shares; 2024Q4: 63,717 shares; 2025Q1: 65,269 shares; 2025Q2: 65,621 shares; 2025Q3: 68,384 shares; 2025Q4: 72,555 shares; 2026Q1: 69,571 shares 69,571 $4.26M 0.01% -2,984 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,232 shares; 2024Q4: 149,028 shares; 2025Q1: 98,416 shares; 2025Q2: 130,318 shares; 2025Q3: 113,904 shares; 2025Q4: 99,211 shares; 2026Q1: 88,742 shares 88,742 $4.25M 0.01% -10,469 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 545,924 shares; 2024Q4: 596,601 shares; 2025Q1: 599,185 shares; 2025Q2: 643,497 shares; 2025Q3: 85,330 shares; 2025Q4: 89,558 shares; 2026Q1: 90,642 shares 90,642 $4.24M 0.01% +1,084 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,472 shares; 2024Q4: 34,788 shares; 2025Q1: 34,128 shares; 2025Q2: 33,884 shares; 2025Q3: 32,591 shares; 2025Q4: 31,799 shares; 2026Q1: 31,208 shares 31,208 $4.23M 0.01% -591 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,624 shares; 2024Q4: 25,422 shares; 2025Q1: 32,086 shares; 2025Q2: 38,918 shares; 2025Q3: 45,163 shares; 2025Q4: 46,277 shares; 2026Q1: 45,925 shares 45,925 $4.21M 0.01% -352 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,305 shares; 2024Q4: 123,305 shares; 2025Q1: 118,776 shares; 2025Q2: 118,851 shares; 2025Q3: 108,776 shares; 2025Q4: 109,089 shares; 2026Q1: 101,989 shares 101,989 $4.21M 0.01% -7,100 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,499 shares; 2024Q4: 65,405 shares; 2025Q1: 22,906 shares; 2025Q2: 12,161 shares; 2025Q3: 7,761 shares; 2025Q4: 29,765 shares; 2026Q1: 28,447 shares 28,447 $4.2M 0.01% -1,318 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,658 shares; 2025Q1: 42,082 shares; 2025Q2: 31,911 shares; 2025Q3: 31,886 shares; 2025Q4: 22,485 shares; 2026Q1: 24,100 shares 24,100 $4.18M 0.01% +1,615 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,724 shares; 2024Q4: 50,635 shares; 2025Q1: 50,478 shares; 2025Q2: 56,707 shares; 2025Q3: 59,227 shares; 2025Q4: 61,514 shares; 2026Q1: 60,260 shares 60,260 $4.15M 0.01% -1,254 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,945 shares; 2024Q4: 27,016 shares; 2025Q1: 27,217 shares; 2025Q2: 31,916 shares; 2025Q3: 32,970 shares; 2025Q4: 90,192 shares; 2026Q1: 44,765 shares 44,765 $4.14M 0.01% -45,427 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,161 shares; 2024Q4: 58,269 shares; 2025Q1: 59,306 shares; 2025Q2: 58,130 shares; 2025Q3: 58,123 shares; 2025Q4: 58,921 shares; 2026Q1: 59,544 shares 59,544 $4.13M 0.01% +623 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 72,467 shares; 2025Q1: 72,569 shares; 2025Q2: 71,888 shares; 2025Q3: 72,487 shares; 2025Q4: 72,744 shares; 2026Q1: 83,366 shares 83,366 $4.13M 0.01% +10,622 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,395 shares; 2024Q4: 35,000 shares; 2025Q1: 34,782 shares; 2025Q2: 34,669 shares; 2025Q3: 37,844 shares; 2025Q4: 37,899 shares; 2026Q1: 38,384 shares 38,384 $4.09M 0.01% +485 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 5,512 shares; 2025Q1: 24,998 shares; 2025Q2: 33,667 shares; 2025Q3: 40,846 shares; 2025Q4: 39,284 shares; 2026Q1: 40,545 shares 40,545 $4.08M 0.01% +1,261 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,619 shares; 2024Q4: 52,321 shares; 2025Q1: 43,781 shares; 2025Q2: 62,592 shares; 2025Q3: 62,830 shares; 2025Q4: 60,882 shares; 2026Q1: 58,778 shares 58,778 $4.07M 0.01% -2,104 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,373 shares; 2024Q4: 46,473 shares; 2025Q1: 47,707 shares; 2025Q2: 48,254 shares; 2025Q3: 47,830 shares; 2025Q4: 45,428 shares; 2026Q1: 44,095 shares 44,095 $4.07M 0.01% -1,333 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,981 shares; 2025Q1: 77,590 shares; 2025Q2: 91,243 shares; 2025Q3: 93,681 shares; 2025Q4: 105,617 shares; 2026Q1: 105,889 shares 105,889 $4.05M 0.01% +272 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,826 shares; 2024Q4: 36,515 shares; 2025Q1: 36,009 shares; 2025Q2: 19,536 shares; 2025Q3: 19,566 shares; 2025Q4: 18,921 shares; 2026Q1: 33,463 shares 33,463 $4.05M 0.01% +14,542 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,959 shares; 2024Q4: 57,199 shares; 2025Q1: 61,593 shares; 2025Q2: 66,073 shares; 2025Q3: 62,976 shares; 2025Q4: 57,001 shares; 2026Q1: 39,049 shares 39,049 $4.04M 0.01% -17,952 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,686 shares; 2024Q4: 13,779 shares; 2025Q1: 8,967 shares; 2025Q2: 31,942 shares; 2025Q3: 69,078 shares; 2025Q4: 31,728 shares; 2026Q1: 31,924 shares 31,924 $4.03M 0.01% +196 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,752 shares; 2024Q4: 40,915 shares; 2025Q1: 39,800 shares; 2025Q2: 39,751 shares; 2025Q3: 39,609 shares; 2025Q4: 39,917 shares; 2026Q1: 39,671 shares 39,671 $4.02M 0.01% -246 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,608 shares; 2025Q2: 28,680 shares; 2025Q3: 48,638 shares; 2025Q4: 56,962 shares; 2026Q1: 112,014 shares 112,014 $4.01M 0.01% +55,052 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,127 shares; 2025Q4: 33,107 shares; 2026Q1: 35,968 shares 35,968 $3.98M 0.01% +2,861 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,389 shares; 2024Q4: 42,157 shares; 2025Q1: 38,303 shares; 2025Q2: 39,741 shares; 2025Q3: 47,468 shares; 2025Q4: 47,682 shares; 2026Q1: 48,445 shares 48,445 $3.97M 0.01% +763 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,651 shares; 2024Q4: 495,189 shares; 2025Q1: 495,880 shares; 2025Q2: 470,344 shares; 2025Q3: 156,925 shares; 2025Q4: 147,228 shares; 2026Q1: 149,082 shares 149,082 $3.93M 0.01% +1,854 Timeline XWIAX WESTERN ASSET INFLT LNK INC More: the full row for WESTERN ASSET INFLT LNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,033 shares; 2024Q4: 445,314 shares; 2025Q1: 454,390 shares; 2025Q2: 451,131 shares; 2025Q3: 448,561 shares; 2025Q4: 467,023 shares; 2026Q1: 485,564 shares 485,564 $3.92M 0.01% +18,541 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,529 shares; 2024Q4: 5,654 shares; 2025Q1: 5,987 shares; 2025Q2: 15,495 shares; 2025Q3: 15,361 shares; 2025Q4: 7,667 shares; 2026Q1: 9,235 shares 9,235 $3.92M 0.01% +1,568 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,990 shares; 2024Q4: 82,567 shares; 2025Q1: 124,625 shares; 2025Q2: 122,583 shares; 2025Q3: 119,532 shares; 2025Q4: 116,266 shares; 2026Q1: 75,314 shares 75,314 $3.92M 0.01% -40,952 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,168 shares; 2024Q4: 16,371 shares; 2025Q1: 16,001 shares; 2025Q2: 16,392 shares; 2025Q3: 7,170 shares; 2025Q4: 6,511 shares; 2026Q1: 8,771 shares 8,771 $3.92M 0.01% +2,260 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040,730 shares; 2024Q4: 1,759,817 shares; 2025Q1: 1,342,629 shares; 2025Q2: 997,729 shares; 2025Q3: 764,817 shares; 2025Q4: 580,810 shares; 2026Q1: 789,141 shares 789,141 $3.91M 0.01% +208,331 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,258 shares; 2024Q4: 107,011 shares; 2025Q1: 102,647 shares; 2025Q2: 104,831 shares; 2025Q3: 109,292 shares; 2025Q4: 108,846 shares; 2026Q1: 108,044 shares 108,044 $3.91M 0.01% -802 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,242 shares; 2024Q4: 23,930 shares; 2025Q1: 24,608 shares; 2025Q2: 25,032 shares; 2025Q3: 29,765 shares; 2025Q4: 25,478 shares; 2026Q1: 37,688 shares 37,688 $3.91M 0.01% +12,210 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86,384 shares; 2025Q4: 86,034 shares; 2026Q1: 84,714 shares 84,714 $3.9M 0.01% -1,320 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,348 shares; 2024Q4: 20,372 shares; 2025Q1: 23,176 shares; 2025Q2: 25,693 shares; 2025Q3: 25,790 shares; 2025Q4: 27,998 shares; 2026Q1: 28,737 shares 28,737 $3.9M 0.01% +739 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,861 shares; 2025Q3: 120,475 shares; 2025Q4: 119,828 shares; 2026Q1: 126,098 shares 126,098 $3.88M 0.01% +6,270 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,244 shares; 2024Q4: 80,376 shares; 2025Q1: 79,280 shares; 2025Q2: 77,822 shares; 2025Q3: 78,085 shares; 2025Q4: 78,939 shares; 2026Q1: 80,621 shares 80,621 $3.87M 0.01% +1,682 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,634 shares; 2024Q4: 160,561 shares; 2025Q1: 1,177,675 shares; 2025Q2: 159,525 shares; 2025Q3: 534,260 shares; 2025Q4: 150,382 shares; 2026Q1: 144,237 shares 144,237 $3.86M 0.01% -6,145 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,351 shares; 2024Q4: 83,215 shares; 2025Q1: 84,012 shares; 2025Q2: 84,170 shares; 2025Q3: 83,377 shares; 2025Q4: 81,164 shares; 2026Q1: 83,040 shares 83,040 $3.85M 0.01% +1,876 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,540 shares; 2024Q4: 55,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,521 shares 150,521 $3.84M 0.01% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,176 shares; 2024Q4: 237,716 shares; 2025Q1: 541,176 shares; 2025Q2: 525,406 shares; 2025Q3: 528,165 shares; 2025Q4: 409,703 shares; 2026Q1: 425,903 shares 425,903 $3.82M 0.01% +16,200 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,371 shares; 2024Q4: 64,290 shares; 2025Q1: 63,973 shares; 2025Q2: 65,981 shares; 2025Q3: 67,511 shares; 2025Q4: 68,647 shares; 2026Q1: 70,605 shares 70,605 $3.82M 0.01% +1,958 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,827 shares; 2024Q4: 40,811 shares; 2025Q1: 41,842 shares; 2025Q2: 40,961 shares; 2025Q3: 29,047 shares; 2025Q4: 30,000 shares; 2026Q1: 34,364 shares 34,364 $3.81M 0.01% +4,364 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,778 shares; 2024Q4: 38,128 shares; 2025Q1: 39,344 shares; 2025Q2: 50,108 shares; 2025Q3: 39,228 shares; 2025Q4: 46,223 shares; 2026Q1: 50,431 shares 50,431 $3.79M 0.01% +4,208 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,000 shares; 2024Q4: 32,107 shares; 2025Q1: 24,551 shares; 2025Q2: 23,819 shares; 2025Q3: 249,705 shares; 2025Q4: 39,873 shares; 2026Q1: 89,192 shares 89,192 $3.79M 0.01% +49,319 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,638 shares; 2024Q4: 44,063 shares; 2025Q1: 46,144 shares; 2025Q2: 47,655 shares; 2025Q3: 45,992 shares; 2025Q4: 45,046 shares; 2026Q1: 45,498 shares 45,498 $3.74M 0.01% +452 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,576 shares; 2025Q1: 9,230 shares; 2025Q2: 12,678 shares; 2025Q3: 13,708 shares; 2025Q4: 13,792 shares; 2026Q1: 15,665 shares 15,665 $3.72M 0.01% +1,873 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,630 shares; 2024Q4: 27,865 shares; 2025Q1: 28,931 shares; 2025Q2: 28,417 shares; 2025Q3: 19,092 shares; 2025Q4: 18,019 shares; 2026Q1: 17,144 shares 17,144 $3.72M 0.01% -875 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,800 shares; 2024Q4: 18,056 shares; 2025Q1: 14,461 shares; 2025Q2: 16,784 shares; 2025Q3: 17,053 shares; 2025Q4: 16,824 shares; 2026Q1: 17,354 shares 17,354 $3.72M 0.01% +530 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,180 shares; 2025Q1: not reported; 2025Q2: 145,381 shares; 2025Q3: 145,537 shares; 2025Q4: 122,583 shares; 2026Q1: 53,489 shares 53,489 $3.71M 0.01% -69,094 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,848 shares; 2024Q4: 82,172 shares; 2025Q1: 84,233 shares; 2025Q2: 94,701 shares; 2025Q3: 34,063 shares; 2025Q4: 34,843 shares; 2026Q1: 30,988 shares 30,988 $3.7M 0.01% -3,855 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,472 shares; 2024Q4: 52,727 shares; 2025Q1: 55,396 shares; 2025Q2: 54,485 shares; 2025Q3: 58,047 shares; 2025Q4: 56,682 shares; 2026Q1: 55,396 shares 55,396 $3.67M 0.01% -1,286 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 21,364 shares; 2025Q1: 25,597 shares; 2025Q2: 29,470 shares; 2025Q3: 27,019 shares; 2025Q4: 27,564 shares; 2026Q1: 27,110 shares 27,110 $3.67M 0.01% -454 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,101 shares; 2024Q4: 400,055 shares; 2025Q1: 413,507 shares; 2025Q2: 290,529 shares; 2025Q3: 245,826 shares; 2025Q4: 372,414 shares; 2026Q1: 336,859 shares 336,859 $3.65M 0.01% -35,555 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,030 shares; 2024Q4: 308,350 shares; 2025Q1: 225,361 shares; 2025Q2: 143,828 shares; 2025Q3: 215,389 shares; 2025Q4: 239,094 shares; 2026Q1: 244,014 shares 244,014 $3.65M 0.01% +4,920 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,739 shares; 2025Q1: 4,700 shares; 2025Q2: 39,548 shares; 2025Q3: 43,723 shares; 2025Q4: 26,389 shares; 2026Q1: 40,471 shares 40,471 $3.64M 0.01% +14,082 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,397 shares; 2024Q4: 59,435 shares; 2025Q1: 61,523 shares; 2025Q2: 56,622 shares; 2025Q3: 71,156 shares; 2025Q4: 49,614 shares; 2026Q1: 48,696 shares 48,696 $3.63M 0.01% -918 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,650 shares; 2024Q4: 30,332 shares; 2025Q1: 40,130 shares; 2025Q2: 39,475 shares; 2025Q3: 39,692 shares; 2025Q4: 37,325 shares; 2026Q1: 38,235 shares 38,235 $3.62M 0.01% +910 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,273 shares; 2024Q4: 28,073 shares; 2025Q1: 25,203 shares; 2025Q2: 18,183 shares; 2025Q3: 18,120 shares; 2025Q4: 33,117 shares; 2026Q1: 21,378 shares 21,378 $3.61M 0.01% -11,739 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,182 shares; 2024Q4: 4,978 shares; 2025Q1: 5,247 shares; 2025Q2: 4,897 shares; 2025Q3: 4,386 shares; 2025Q4: 5,414 shares; 2026Q1: 6,130 shares 6,130 $3.61M 0.01% +716 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 9,048 shares; 2025Q1: 27,916 shares; 2025Q2: 31,301 shares; 2025Q3: 10,080 shares; 2025Q4: 8,431 shares; 2026Q1: 9,057 shares 9,057 $3.59M 0.01% +626 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: 3,224 shares; 2026Q1: 33,466 shares 33,466 $3.59M 0.01% +30,242 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,218 shares; 2025Q1: 83,311 shares; 2025Q2: 86,427 shares; 2025Q3: 88,229 shares; 2025Q4: 91,629 shares; 2026Q1: 82,088 shares 82,088 $3.58M 0.01% -9,541 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,498 shares; 2024Q4: 3,801 shares; 2025Q1: 3,440 shares; 2025Q2: 3,761 shares; 2025Q3: 3,691 shares; 2025Q4: 14,460 shares; 2026Q1: 16,897 shares 16,897 $3.58M 0.01% +2,437 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,561 shares; 2024Q4: 25,111 shares; 2025Q1: 34,620 shares; 2025Q2: 35,915 shares; 2025Q3: 32,549 shares; 2025Q4: 36,708 shares; 2026Q1: 35,475 shares 35,475 $3.57M 0.01% -1,233 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,219 shares; 2024Q4: 20,821 shares; 2025Q1: 20,200 shares; 2025Q2: 41,020 shares; 2025Q3: 42,167 shares; 2025Q4: 29,053 shares; 2026Q1: 28,334 shares 28,334 $3.57M 0.01% -719 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,850 shares; 2024Q4: 354,010 shares; 2025Q1: 358,925 shares; 2025Q2: 355,221 shares; 2025Q3: 289,580 shares; 2025Q4: 280,135 shares; 2026Q1: 149,449 shares 149,449 $3.54M 0.01% -130,686 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,825 shares; 2024Q4: 68,576 shares; 2025Q1: 64,072 shares; 2025Q2: 3,020 shares; 2025Q3: 25,856 shares; 2025Q4: 26,786 shares; 2026Q1: 41,876 shares 41,876 $3.54M 0.01% +15,090 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,122 shares; 2024Q4: 35,166 shares; 2025Q1: 36,408 shares; 2025Q2: 35,274 shares; 2025Q3: 33,777 shares; 2025Q4: 33,428 shares; 2026Q1: 32,128 shares 32,128 $3.53M 0.01% -1,300 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754,327 shares; 2024Q4: 692,590 shares; 2025Q1: 601,336 shares; 2025Q2: 565,771 shares; 2025Q3: 78,610 shares; 2025Q4: 72,399 shares; 2026Q1: 66,869 shares 66,869 $3.49M 0.01% -5,530 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,614 shares; 2025Q3: 2,423 shares; 2025Q4: not reported; 2026Q1: 36,581 shares 36,581 $3.49M 0.01% new Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,815 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 5,181 shares; 2025Q4: 5,339 shares; 2026Q1: 46,676 shares 46,676 $3.48M 0.01% +41,337 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,234 shares; 2024Q4: 462,988 shares; 2025Q1: 411,672 shares; 2025Q2: 410,192 shares; 2025Q3: 402,667 shares; 2025Q4: 312,765 shares; 2026Q1: 167,919 shares 167,919 $3.48M 0.01% -144,846 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,214 shares; 2024Q4: 5,452 shares; 2025Q1: 7,409 shares; 2025Q2: 16,118 shares; 2025Q3: 12,991 shares; 2025Q4: 91,800 shares; 2026Q1: 31,204 shares 31,204 $3.48M 0.01% -60,596 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,958 shares; 2024Q4: 16,098 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,367 shares 154,367 $3.47M 0.01% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,174 shares; 2024Q4: 15,882 shares; 2025Q1: 16,036 shares; 2025Q2: 419,237 shares; 2025Q3: 606,013 shares; 2025Q4: 377,434 shares; 2026Q1: 395,267 shares 395,267 $3.47M 0.01% +17,833 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,773 shares; 2026Q1: 38,087 shares 38,087 $3.47M 0.01% +1,314 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,894 shares; 2024Q4: 89,495 shares; 2025Q1: 89,989 shares; 2025Q2: 90,318 shares; 2025Q3: 88,902 shares; 2025Q4: 86,276 shares; 2026Q1: 96,029 shares 96,029 $3.46M 0.01% +9,753 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,149 shares; 2024Q4: 19,687 shares; 2025Q1: 28,823 shares; 2025Q2: 27,140 shares; 2025Q3: 24,328 shares; 2025Q4: 21,845 shares; 2026Q1: 20,089 shares 20,089 $3.45M 0.01% -1,756 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,952 shares; 2024Q4: 467,141 shares; 2025Q1: 564,569 shares; 2025Q2: 405,790 shares; 2025Q3: 209,055 shares; 2025Q4: 152,042 shares; 2026Q1: 152,980 shares 152,980 $3.44M 0.01% +938 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,012 shares; 2025Q1: 5,100 shares; 2025Q2: 109,207 shares; 2025Q3: 103,200 shares; 2025Q4: 98,561 shares; 2026Q1: 50,752 shares 50,752 $3.4M 0.01% -47,809 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,001 shares; 2024Q4: 59,529 shares; 2025Q1: 59,069 shares; 2025Q2: 62,132 shares; 2025Q3: 59,206 shares; 2025Q4: 58,489 shares; 2026Q1: 57,496 shares 57,496 $3.4M 0.01% -993 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,838 shares 44,838 $3.39M 0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,367 shares; 2024Q4: 131,376 shares; 2025Q1: 66,187 shares; 2025Q2: 62,558 shares; 2025Q3: 62,247 shares; 2025Q4: 56,650 shares; 2026Q1: 48,982 shares 48,982 $3.39M 0.01% -7,668 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 4,071 shares; 2025Q1: 3,255 shares; 2025Q2: 3,174 shares; 2025Q3: 36,116 shares; 2025Q4: 36,112 shares; 2026Q1: 36,028 shares 36,028 $3.37M 0.01% -84 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,242 shares; 2024Q4: 51,003 shares; 2025Q1: 50,337 shares; 2025Q2: 49,004 shares; 2025Q3: 49,535 shares; 2025Q4: 49,135 shares; 2026Q1: 49,426 shares 49,426 $3.36M 0.01% +291 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,161 shares; 2024Q4: 30,419 shares; 2025Q1: 30,113 shares; 2025Q2: 32,245 shares; 2025Q3: 31,805 shares; 2025Q4: 33,184 shares; 2026Q1: 43,459 shares 43,459 $3.35M 0.01% +10,275 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; 2024Q2: restricted; 2024Q3: 231,053 shares; 2024Q4: 231,632 shares; 2025Q1: 230,583 shares; 2025Q2: 234,527 shares; 2025Q3: 229,684 shares; 2025Q4: not reported; 2026Q1: 181,630 shares 181,630 $3.34M 0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,335 shares; 2024Q4: 153,731 shares; 2025Q1: 12,403 shares; 2025Q2: 11,388 shares; 2025Q3: 10,550 shares; 2025Q4: 9,672 shares; 2026Q1: 9,722 shares 9,722 $3.32M 0.01% +50 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,584 shares; 2024Q4: 157,058 shares; 2025Q1: 161,415 shares; 2025Q2: 126,302 shares; 2025Q3: 102,127 shares; 2025Q4: 79,547 shares; 2026Q1: 65,753 shares 65,753 $3.31M 0.01% -13,794 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,556 shares; 2024Q4: 45,404 shares; 2025Q1: 67,445 shares; 2025Q2: 18,110 shares; 2025Q3: 33,881 shares; 2025Q4: 28,871 shares; 2026Q1: 130,192 shares 130,192 $3.31M 0.01% +101,321 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,398 shares; 2025Q2: 46,424 shares; 2025Q3: 47,419 shares; 2025Q4: 49,647 shares; 2026Q1: 49,410 shares 49,410 $3.3M 0.01% -237 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,733 shares; 2024Q4: 43,660 shares; 2025Q1: 38,198 shares; 2025Q2: 36,377 shares; 2025Q3: 36,579 shares; 2025Q4: 36,622 shares; 2026Q1: 36,532 shares 36,532 $3.29M 0.01% -90 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,021 shares; 2024Q4: 44,713 shares; 2025Q1: 43,884 shares; 2025Q2: 44,442 shares; 2025Q3: 55,548 shares; 2025Q4: 56,451 shares; 2026Q1: 54,804 shares 54,804 $3.29M 0.01% -1,647 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773,791 shares; 2024Q4: 760,788 shares; 2025Q1: 734,569 shares; 2025Q2: 734,018 shares; 2025Q3: 631,014 shares; 2025Q4: 144,533 shares; 2026Q1: 69,909 shares 69,909 $3.28M 0.01% -74,624 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,767 shares; 2024Q4: 102,526 shares; 2025Q1: 99,825 shares; 2025Q2: 77,289 shares; 2025Q3: 76,885 shares; 2025Q4: 73,534 shares; 2026Q1: 72,117 shares 72,117 $3.28M 0.01% -1,417 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,565 shares; 2024Q4: 65,324 shares; 2025Q1: 68,219 shares; 2025Q2: 61,178 shares; 2025Q3: 37,032 shares; 2025Q4: 32,651 shares; 2026Q1: 30,284 shares 30,284 $3.27M 0.01% -2,367 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,594 shares; 2024Q4: 34,611 shares; 2025Q1: 31,361 shares; 2025Q2: 31,446 shares; 2025Q3: 31,848 shares; 2025Q4: 32,035 shares; 2026Q1: 29,795 shares 29,795 $3.26M 0.01% -2,240 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,778 shares; 2024Q4: 49,331 shares; 2025Q1: 53,425 shares; 2025Q2: 55,781 shares; 2025Q3: 55,726 shares; 2025Q4: 52,170 shares; 2026Q1: 55,970 shares 55,970 $3.24M 0.01% +3,800 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,315 shares; 2024Q4: 93,719 shares; 2025Q1: 96,712 shares; 2025Q2: 35,220 shares; 2025Q3: 30,011 shares; 2025Q4: 39,744 shares; 2026Q1: 35,728 shares 35,728 $3.23M 0.01% -4,016 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; 2024Q2: restricted; 2024Q3: 4,612 shares; 2024Q4: 4,371 shares; 2025Q1: 4,529 shares; 2025Q2: 4,772 shares; 2025Q3: 4,719 shares; 2025Q4: 5,104 shares; 2026Q1: 11,696 shares 11,696 $3.22M 0.01% +6,592 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,414 shares; 2024Q4: 43,606 shares; 2025Q1: 43,225 shares; 2025Q2: 43,329 shares; 2025Q3: 43,079 shares; 2025Q4: 45,187 shares; 2026Q1: 45,693 shares 45,693 $3.21M 0.01% +506 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,369 shares; 2024Q4: 106,073 shares; 2025Q1: 207,612 shares; 2025Q2: 108,663 shares; 2025Q3: 110,812 shares; 2025Q4: 109,800 shares; 2026Q1: 111,857 shares 111,857 $3.21M 0.01% +2,057 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,317 shares; 2025Q2: 12,738 shares; 2025Q3: 31,135 shares; 2025Q4: 29,826 shares; 2026Q1: 56,573 shares 56,573 $3.2M 0.01% +26,747 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,309 shares; 2024Q4: 295,570 shares; 2025Q1: 304,857 shares; 2025Q2: 303,787 shares; 2025Q3: 303,715 shares; 2025Q4: 300,161 shares; 2026Q1: 286,777 shares 286,777 $3.2M <0.01% -13,384 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,430 shares; 2024Q4: 20,163 shares; 2025Q1: 17,955 shares; 2025Q2: 16,384 shares; 2025Q3: 16,759 shares; 2025Q4: 16,390 shares; 2026Q1: 16,328 shares 16,328 $3.2M <0.01% -62 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,427 shares; 2024Q4: 50,307 shares; 2025Q1: 55,267 shares; 2025Q2: 56,782 shares; 2025Q3: 56,907 shares; 2025Q4: 59,036 shares; 2026Q1: 60,618 shares 60,618 $3.2M <0.01% +1,582 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,369 shares; 2025Q3: 119,121 shares; 2025Q4: 120,143 shares; 2026Q1: 78,197 shares 78,197 $3.19M <0.01% -41,946 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,084 shares; 2024Q4: 36,084 shares; 2025Q1: 36,834 shares; 2025Q2: 36,834 shares; 2025Q3: 36,834 shares; 2025Q4: 37,038 shares; 2026Q1: 37,417 shares 37,417 $3.18M <0.01% +379 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; 2024Q2: restricted; 2024Q3: 24,895 shares; 2024Q4: 44,708 shares; 2025Q1: 18,536 shares; 2025Q2: 25,424 shares; 2025Q3: 55,901 shares; 2025Q4: 88,267 shares; 2026Q1: 31,568 shares 31,568 $3.17M <0.01% -56,699 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,359 shares; 2025Q3: 81,973 shares; 2025Q4: 94,051 shares; 2026Q1: 95,688 shares 95,688 $3.15M <0.01% +1,637 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,446 shares; 2024Q4: 39,778 shares; 2025Q1: 39,559 shares; 2025Q2: 37,195 shares; 2025Q3: 37,700 shares; 2025Q4: 36,788 shares; 2026Q1: 61,885 shares 61,885 $3.14M <0.01% +25,097 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,143 shares; 2024Q4: 123,262 shares; 2025Q1: 126,967 shares; 2025Q2: 125,582 shares; 2025Q3: 124,770 shares; 2025Q4: 127,212 shares; 2026Q1: 129,297 shares 129,297 $3.14M <0.01% +2,085 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,853 shares; 2024Q4: 17,022 shares; 2025Q1: 16,974 shares; 2025Q2: 15,591 shares; 2025Q3: 13,649 shares; 2025Q4: 11,904 shares; 2026Q1: 10,676 shares 10,676 $3.12M <0.01% -1,228 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,792 shares; 2025Q4: 53,835 shares; 2026Q1: 108,044 shares 108,044 $3.1M <0.01% +54,209 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,822 shares; 2025Q1: 6,781 shares; 2025Q2: 7,412 shares; 2025Q3: 7,169 shares; 2025Q4: 6,962 shares; 2026Q1: 33,375 shares 33,375 $3.1M <0.01% +26,413 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,140 shares; 2024Q4: 96,185 shares; 2025Q1: 49,157 shares; 2025Q2: 48,659 shares; 2025Q3: 50,124 shares; 2025Q4: 50,333 shares; 2026Q1: 51,570 shares 51,570 $3.09M <0.01% +1,237 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,895 shares; 2024Q4: 441,357 shares; 2025Q1: 461,382 shares; 2025Q2: 160,223 shares; 2025Q3: 161,061 shares; 2025Q4: 155,353 shares; 2026Q1: 63,578 shares 63,578 $3.06M <0.01% -91,775 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,469 shares 12,469 $3.05M <0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,924 shares; 2024Q4: 32,267 shares; 2025Q1: 22,027 shares; 2025Q2: 22,006 shares; 2025Q3: 22,005 shares; 2025Q4: 25,406 shares; 2026Q1: 22,032 shares 22,032 $3.05M <0.01% -3,374 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,749 shares; 2024Q4: 73,616 shares; 2025Q1: 14,229 shares; 2025Q2: 17,237 shares; 2025Q3: 17,750 shares; 2025Q4: 17,841 shares; 2026Q1: 35,683 shares 35,683 $3.03M <0.01% +17,842 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 11,442 shares; 2025Q1: 10,217 shares; 2025Q2: 9,877 shares; 2025Q3: 9,885 shares; 2025Q4: 11,163 shares; 2026Q1: 11,079 shares 11,079 $3.02M <0.01% -84 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,992 shares; 2025Q1: 36,343 shares; 2025Q2: 216,361 shares; 2025Q3: 197,821 shares; 2025Q4: 184,396 shares; 2026Q1: 171,014 shares 171,014 $3.01M <0.01% -13,382 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,326 shares; 2025Q2: 42,057 shares; 2025Q3: 57,595 shares; 2025Q4: 40,810 shares; 2026Q1: 40,531 shares 40,531 $3.01M <0.01% -279 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,064 shares; 2024Q4: 19,712 shares; 2025Q1: 14,961 shares; 2025Q2: 13,651 shares; 2025Q3: 12,606 shares; 2025Q4: 13,569 shares; 2026Q1: 118,951 shares 118,951 $3M <0.01% +105,382 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 14,202 shares; 2025Q1: 14,206 shares; 2025Q2: 14,221 shares; 2025Q3: 14,449 shares; 2025Q4: 17,531 shares; 2026Q1: 17,235 shares 17,235 $2.95M <0.01% -296 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,436 shares; 2024Q4: 142,419 shares; 2025Q1: 110,792 shares; 2025Q2: 61,681 shares; 2025Q3: 53,878 shares; 2025Q4: 46,928 shares; 2026Q1: 41,977 shares 41,977 $2.94M <0.01% -4,951 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,513 shares; 2025Q3: 54,906 shares; 2025Q4: 56,031 shares; 2026Q1: 58,826 shares 58,826 $2.94M <0.01% +2,795 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,034 shares; 2024Q4: 43,034 shares; 2025Q1: 42,815 shares; 2025Q2: 39,644 shares; 2025Q3: 42,108 shares; 2025Q4: 42,769 shares; 2026Q1: 42,720 shares 42,720 $2.93M <0.01% -49 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,659 shares; 2024Q4: 166,279 shares; 2025Q1: 175,950 shares; 2025Q2: 171,235 shares; 2025Q3: 149,781 shares; 2025Q4: not reported; 2026Q1: 96,748 shares 96,748 $2.92M <0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 9,571 shares; 2025Q1: 1,576 shares; 2025Q2: 3,090 shares; 2025Q3: 3,263 shares; 2025Q4: 3,401 shares; 2026Q1: 8,565 shares 8,565 $2.91M <0.01% +5,164 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,982 shares; 2024Q4: 22,000 shares; 2025Q1: 23,497 shares; 2025Q2: 23,760 shares; 2025Q3: 24,227 shares; 2025Q4: 22,781 shares; 2026Q1: 22,838 shares 22,838 $2.9M <0.01% +57 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,910 shares; 2024Q4: 140,414 shares; 2025Q1: 141,335 shares; 2025Q2: 142,096 shares; 2025Q3: 144,204 shares; 2025Q4: 142,925 shares; 2026Q1: 145,463 shares 145,463 $2.9M <0.01% +2,538 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,083 shares; 2024Q4: 35,401 shares; 2025Q1: 35,461 shares; 2025Q2: 35,474 shares; 2025Q3: 34,456 shares; 2025Q4: 34,365 shares; 2026Q1: 34,204 shares 34,204 $2.9M <0.01% -161 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,684 shares; 2024Q4: 330,776 shares; 2025Q1: 288,349 shares; 2025Q2: 270,088 shares; 2025Q3: 233,069 shares; 2025Q4: 213,885 shares; 2026Q1: 118,844 shares 118,844 $2.9M <0.01% -95,041 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,553 shares; 2024Q4: 33,553 shares; 2025Q1: 34,898 shares; 2025Q2: 33,167 shares; 2025Q3: 36,581 shares; 2025Q4: 35,220 shares; 2026Q1: 35,787 shares 35,787 $2.9M <0.01% +567 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,289 shares; 2025Q1: not reported; 2025Q2: 25,721 shares; 2025Q3: 22,386 shares; 2025Q4: 19,684 shares; 2026Q1: 17,688 shares 17,688 $2.89M <0.01% -1,996 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,697 shares; 2024Q4: 44,201 shares; 2025Q1: 45,052 shares; 2025Q2: 44,753 shares; 2025Q3: 44,539 shares; 2025Q4: 42,664 shares; 2026Q1: 44,235 shares 44,235 $2.89M <0.01% +1,571 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,326 shares; 2024Q4: 21,218 shares; 2025Q1: 19,672 shares; 2025Q2: 20,668 shares; 2025Q3: 13,169 shares; 2025Q4: 13,498 shares; 2026Q1: 13,598 shares 13,598 $2.89M <0.01% +100 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,765 shares; 2026Q1: 139,579 shares 139,579 $2.88M <0.01% +112,814 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,201 shares; 2024Q4: 49,821 shares; 2025Q1: 41,236 shares; 2025Q2: 64,720 shares; 2025Q3: 64,990 shares; 2025Q4: 113,739 shares; 2026Q1: 111,033 shares 111,033 $2.87M <0.01% -2,706 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,291 shares; 2024Q4: 76,177 shares; 2025Q1: 88,194 shares; 2025Q2: 85,517 shares; 2025Q3: 80,499 shares; 2025Q4: 80,308 shares; 2026Q1: 85,158 shares 85,158 $2.87M <0.01% +4,850 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,394 shares; 2024Q4: 44,934 shares; 2025Q1: 45,426 shares; 2025Q2: 42,178 shares; 2025Q3: 24,804 shares; 2025Q4: 21,840 shares; 2026Q1: 19,574 shares 19,574 $2.86M <0.01% -2,266 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,869 shares; 2024Q4: 44,157 shares; 2025Q1: 57,368 shares; 2025Q2: 79,549 shares; 2025Q3: 78,809 shares; 2025Q4: 52,249 shares; 2026Q1: 56,613 shares 56,613 $2.85M <0.01% +4,364 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,143 shares; 2025Q1: 51,469 shares; 2025Q2: 32,263 shares; 2025Q3: 27,572 shares; 2025Q4: 25,110 shares; 2026Q1: 19,789 shares 19,789 $2.84M <0.01% -5,321 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 17,872 shares; 2025Q1: 17,796 shares; 2025Q2: 17,877 shares; 2025Q3: 18,186 shares; 2025Q4: 18,540 shares; 2026Q1: 19,108 shares 19,108 $2.83M <0.01% +568 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,529 shares; 2024Q4: 23,254 shares; 2025Q1: 22,806 shares; 2025Q2: 22,311 shares; 2025Q3: 22,261 shares; 2025Q4: 23,704 shares; 2026Q1: 23,242 shares 23,242 $2.83M <0.01% -462 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,252 shares; 2024Q4: 39,758 shares; 2025Q1: 46,608 shares; 2025Q2: 15,279 shares; 2025Q3: 33,852 shares; 2025Q4: 29,598 shares; 2026Q1: 19,198 shares 19,198 $2.81M <0.01% -10,400 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,503 shares; 2024Q4: 168,974 shares; 2025Q1: 179,925 shares; 2025Q2: 199,877 shares; 2025Q3: 189,100 shares; 2025Q4: 244,701 shares; 2026Q1: 252,913 shares 252,913 $2.79M <0.01% +8,212 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,464 shares; 2024Q4: 50,086 shares; 2025Q1: 50,431 shares; 2025Q2: 50,941 shares; 2025Q3: 34,284 shares; 2025Q4: 40,027 shares; 2026Q1: 42,063 shares 42,063 $2.78M <0.01% +2,036 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,707 shares 94,707 $2.78M <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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,268 shares 5,268 $2.75M <0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,024 shares; 2024Q4: 19,776 shares; 2025Q1: 20,774 shares; 2025Q2: 19,831 shares; 2025Q3: 16,312 shares; 2025Q4: 9,997 shares; 2026Q1: 6,995 shares 6,995 $2.74M <0.01% -3,002 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,698 shares; 2024Q4: 106,821 shares; 2025Q1: 118,428 shares; 2025Q2: 110,454 shares; 2025Q3: 97,074 shares; 2025Q4: 81,028 shares; 2026Q1: 72,468 shares 72,468 $2.73M <0.01% -8,560 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,162 shares; 2024Q4: 10,002 shares; 2025Q1: 9,093 shares; 2025Q2: 7,810 shares; 2025Q3: 7,369 shares; 2025Q4: 7,070 shares; 2026Q1: 6,149 shares 6,149 $2.73M <0.01% -921 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; 2024Q2: restricted; 2024Q3: 10,982 shares; 2024Q4: 38,888 shares; 2025Q1: 40,382 shares; 2025Q2: 46,772 shares; 2025Q3: 52,080 shares; 2025Q4: 53,241 shares; 2026Q1: 55,022 shares 55,022 $2.73M <0.01% +1,781 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,844 shares; 2024Q4: 24,668 shares; 2025Q1: 100,904 shares; 2025Q2: 114,169 shares; 2025Q3: 58,156 shares; 2025Q4: 124,155 shares; 2026Q1: 141,969 shares 141,969 $2.73M <0.01% +17,814 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,861 shares; 2024Q4: 80,837 shares; 2025Q1: 78,685 shares; 2025Q2: 84,454 shares; 2025Q3: 274,575 shares; 2025Q4: 258,046 shares; 2026Q1: 171,127 shares 171,127 $2.72M <0.01% -86,919 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,707 shares; 2024Q4: 38,615 shares; 2025Q1: 39,088 shares; 2025Q2: 39,160 shares; 2025Q3: 29,876 shares; 2025Q4: 30,985 shares; 2026Q1: 28,974 shares 28,974 $2.71M <0.01% -2,011 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,844 shares; 2025Q1: 8,961 shares; 2025Q2: 8,916 shares; 2025Q3: 8,988 shares; 2025Q4: not reported; 2026Q1: 41,589 shares 41,589 $2.71M <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,800 shares; 2024Q4: 143,901 shares; 2025Q1: 107,388 shares; 2025Q2: 111,450 shares; 2025Q3: 110,377 shares; 2025Q4: 101,092 shares; 2026Q1: 97,934 shares 97,934 $2.69M <0.01% -3,158 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,860 shares; 2025Q4: 16,540 shares; 2026Q1: 53,775 shares 53,775 $2.68M <0.01% +37,235 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294,979 shares; 2025Q3: 303,332 shares; 2025Q4: 10,230 shares; 2026Q1: 384,946 shares 384,946 $2.68M <0.01% +374,716 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,505 shares; 2024Q4: 9,505 shares; 2025Q1: 9,369 shares; 2025Q2: 9,787 shares; 2025Q3: 9,574 shares; 2025Q4: 9,574 shares; 2026Q1: 13,118 shares 13,118 $2.67M <0.01% +3,544 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,510 shares; 2024Q4: 19,897 shares; 2025Q1: 20,667 shares; 2025Q2: 21,049 shares; 2025Q3: 19,614 shares; 2025Q4: 19,701 shares; 2026Q1: 19,391 shares 19,391 $2.66M <0.01% -310 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,895 shares; 2024Q4: 134,385 shares; 2025Q1: 129,929 shares; 2025Q2: 136,285 shares; 2025Q3: 124,784 shares; 2025Q4: 64,671 shares; 2026Q1: 59,720 shares 59,720 $2.66M <0.01% -4,951 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,289 shares; 2024Q4: 106,816 shares; 2025Q1: 113,927 shares; 2025Q2: 63,888 shares; 2025Q3: 56,671 shares; 2025Q4: 47,771 shares; 2026Q1: 42,064 shares 42,064 $2.66M <0.01% -5,707 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 126,878 shares; 2025Q3: 152,323 shares; 2025Q4: 234,343 shares; 2026Q1: 251,276 shares 251,276 $2.65M <0.01% +16,933 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,609 shares; 2024Q4: 32,037 shares; 2025Q1: 26,979 shares; 2025Q2: 29,398 shares; 2025Q3: 33,346 shares; 2025Q4: 32,963 shares; 2026Q1: 28,364 shares 28,364 $2.65M <0.01% -4,599 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,610 shares; 2024Q4: 69,980 shares; 2025Q1: 76,537 shares; 2025Q2: 72,668 shares; 2025Q3: 75,731 shares; 2025Q4: 72,593 shares; 2026Q1: 76,421 shares 76,421 $2.63M <0.01% +3,828 Timeline DVOL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,069 shares; 2024Q4: 74,805 shares; 2025Q1: 74,256 shares; 2025Q2: 75,572 shares; 2025Q3: 75,117 shares; 2025Q4: 74,856 shares; 2026Q1: 75,875 shares 75,875 $2.62M <0.01% +1,019 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,617 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,444 shares 20,444 $2.62M <0.01% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,873 shares; 2024Q4: 16,478 shares; 2025Q1: 16,620 shares; 2025Q2: 17,094 shares; 2025Q3: 27,467 shares; 2025Q4: 27,093 shares; 2026Q1: 25,435 shares 25,435 $2.61M <0.01% -1,658 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,107 shares; 2024Q4: 298,064 shares; 2025Q1: 308,899 shares; 2025Q2: 278,697 shares; 2025Q3: 8,708 shares; 2025Q4: 8,411 shares; 2026Q1: 13,213 shares 13,213 $2.61M <0.01% +4,802 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,300 shares; 2025Q2: 60,800 shares; 2025Q3: 68,915 shares; 2025Q4: 92,089 shares; 2026Q1: 99,411 shares 99,411 $2.61M <0.01% +7,322 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; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,207 shares; 2025Q1: 9,278 shares; 2025Q2: 8,970 shares; 2025Q3: 10,028 shares; 2025Q4: 10,291 shares; 2026Q1: 13,931 shares 13,931 $2.61M <0.01% +3,640 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,307 shares; 2024Q4: 1,118 shares; 2025Q1: 1,023 shares; 2025Q2: 1,064 shares; 2025Q3: 1,048 shares; 2025Q4: 1,281 shares; 2026Q1: 1,362 shares 1,362 $2.61M <0.01% +81 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,659 shares; 2024Q4: 23,569 shares; 2025Q1: 23,117 shares; 2025Q2: 18,107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,222 shares 76,222 $2.61M <0.01% new Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,853 shares; 2025Q2: 20,153 shares; 2025Q3: 21,127 shares; 2025Q4: 28,004 shares; 2026Q1: 146,194 shares 146,194 $2.6M <0.01% +118,190 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,064 shares; 2024Q4: 77,207 shares; 2025Q1: 11,637 shares; 2025Q2: 13,089 shares; 2025Q3: 12,563 shares; 2025Q4: 12,823 shares; 2026Q1: 12,981 shares 12,981 $2.59M <0.01% +158 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,517 shares; 2024Q4: 13,076 shares; 2025Q1: 43,404 shares; 2025Q2: 44,359 shares; 2025Q3: 63,146 shares; 2025Q4: 74,647 shares; 2026Q1: 73,909 shares 73,909 $2.58M <0.01% -738 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,775 shares; 2024Q4: 244,036 shares; 2025Q1: 244,589 shares; 2025Q2: 235,869 shares; 2025Q3: 219,911 shares; 2025Q4: 111,406 shares; 2026Q1: 117,773 shares 117,773 $2.57M <0.01% +6,367 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,565 shares; 2024Q4: 30,259 shares; 2025Q1: 32,069 shares; 2025Q2: 30,342 shares; 2025Q3: 27,092 shares; 2025Q4: 32,845 shares; 2026Q1: 32,381 shares 32,381 $2.57M <0.01% -464 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,121 shares; 2024Q4: 60,314 shares; 2025Q1: 53,641 shares; 2025Q2: 33,869 shares; 2025Q3: 36,736 shares; 2025Q4: 36,785 shares; 2026Q1: 28,192 shares 28,192 $2.57M <0.01% -8,593 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,443 shares; 2024Q4: 43,962 shares; 2025Q1: 54,855 shares; 2025Q2: 55,930 shares; 2025Q3: 69,120 shares; 2025Q4: 93,960 shares; 2026Q1: 210,547 shares 210,547 $2.56M <0.01% +116,587 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,867 shares 53,867 $2.56M <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,299 shares; 2024Q4: 9,661 shares; 2025Q1: 9,184 shares; 2025Q2: 9,273 shares; 2025Q3: 8,943 shares; 2025Q4: 8,763 shares; 2026Q1: 8,804 shares 8,804 $2.56M <0.01% +41 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 686,620 shares; 2025Q2: 892,667 shares; 2025Q3: 709,084 shares; 2025Q4: 76,374 shares; 2026Q1: 68,962 shares 68,962 $2.56M <0.01% -7,412 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,965 shares; 2024Q4: 43,644 shares; 2025Q1: 40,579 shares; 2025Q2: 36,662 shares; 2025Q3: 35,218 shares; 2025Q4: 34,201 shares; 2026Q1: 34,064 shares 34,064 $2.55M <0.01% -137 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 244,814 shares; 2026Q1: 175,092 shares 175,092 $2.54M <0.01% -69,722 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,812 shares; 2024Q4: 42,887 shares; 2025Q1: 57,825 shares; 2025Q2: 56,555 shares; 2025Q3: 57,462 shares; 2025Q4: 57,474 shares; 2026Q1: 56,482 shares 56,482 $2.53M <0.01% -992 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,287 shares; 2025Q3: 2,274 shares; 2025Q4: 2,409 shares; 2026Q1: 3,603 shares 3,603 $2.53M <0.01% +1,194 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,284 shares; 2024Q4: 34,198 shares; 2025Q1: 45,120 shares; 2025Q2: 40,720 shares; 2025Q3: 35,834 shares; 2025Q4: 30,679 shares; 2026Q1: 14,192 shares 14,192 $2.52M <0.01% -16,487 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,569 shares; 2024Q4: 26,811 shares; 2025Q1: 29,894 shares; 2025Q2: 26,056 shares; 2025Q3: 25,808 shares; 2025Q4: 51,053 shares; 2026Q1: 51,303 shares 51,303 $2.51M <0.01% +250 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,766 shares; 2024Q4: 239,833 shares; 2025Q1: 251,230 shares; 2025Q2: 274,171 shares; 2025Q3: 229,234 shares; 2025Q4: 211,396 shares; 2026Q1: 30,239 shares 30,239 $2.51M <0.01% -181,157 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,762 shares; 2024Q4: 140,179 shares; 2025Q1: 144,283 shares; 2025Q2: 158,715 shares; 2025Q3: 160,976 shares; 2025Q4: 159,152 shares; 2026Q1: 161,777 shares 161,777 $2.51M <0.01% +2,625 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 126,870 shares; 2025Q4: 116,870 shares; 2026Q1: 124,370 shares 124,370 $2.49M <0.01% +7,500 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,392 shares 31,392 $2.49M <0.01% new Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,906 shares; 2024Q4: 62,801 shares; 2025Q1: 68,750 shares; 2025Q2: 68,390 shares; 2025Q3: 68,742 shares; 2025Q4: 118,025 shares; 2026Q1: 115,741 shares 115,741 $2.49M <0.01% -2,284 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,866 shares; 2024Q4: 32,383 shares; 2025Q1: 30,729 shares; 2025Q2: 30,995 shares; 2025Q3: 32,575 shares; 2025Q4: 39,978 shares; 2026Q1: 49,033 shares 49,033 $2.48M <0.01% +9,055 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; 2024Q2: restricted; 2024Q3: 42,520 shares; 2024Q4: 42,520 shares; 2025Q1: 42,987 shares; 2025Q2: 40,520 shares; 2025Q3: 60,780 shares; 2025Q4: 61,084 shares; 2026Q1: 61,248 shares 61,248 $2.48M <0.01% +164 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,981 shares; 2024Q4: 29,226 shares; 2025Q1: 29,865 shares; 2025Q2: 29,550 shares; 2025Q3: 29,066 shares; 2025Q4: 27,271 shares; 2026Q1: 25,532 shares 25,532 $2.47M <0.01% -1,739 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,309 shares; 2024Q4: 101,286 shares; 2025Q1: 100,634 shares; 2025Q2: 91,706 shares; 2025Q3: 68,832 shares; 2025Q4: 77,251 shares; 2026Q1: 77,223 shares 77,223 $2.47M <0.01% -28 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,838 shares; 2024Q4: 97,394 shares; 2025Q1: 96,066 shares; 2025Q2: 102,407 shares; 2025Q3: 105,909 shares; 2025Q4: 104,604 shares; 2026Q1: 101,291 shares 101,291 $2.46M <0.01% -3,313 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,579 shares; 2024Q4: 151,705 shares; 2025Q1: 152,481 shares; 2025Q2: 153,486 shares; 2025Q3: 155,701 shares; 2025Q4: 154,343 shares; 2026Q1: 156,948 shares 156,948 $2.46M <0.01% +2,605 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,598 shares; 2025Q4: 4,042 shares; 2026Q1: 3,864 shares 3,864 $2.45M <0.01% -178 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,568 shares; 2024Q4: 30,667 shares; 2025Q1: 24,367 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,069,719 shares; 2026Q1: 1,084,247 shares 1,084,247 $2.45M <0.01% -1,985,472 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; 2024Q2: restricted; 2024Q3: 29,669 shares; 2024Q4: 28,822 shares; 2025Q1: 30,453 shares; 2025Q2: 31,691 shares; 2025Q3: 32,971 shares; 2025Q4: 32,581 shares; 2026Q1: 33,599 shares 33,599 $2.44M <0.01% +1,018 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,776 shares; 2024Q4: 72,745 shares; 2025Q1: 65,708 shares; 2025Q2: 53,374 shares; 2025Q3: 55,796 shares; 2025Q4: 55,339 shares; 2026Q1: 60,415 shares 60,415 $2.43M <0.01% +5,076 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,498 shares; 2024Q4: 9,769 shares; 2025Q1: 9,347 shares; 2025Q2: 10,048 shares; 2025Q3: 10,619 shares; 2025Q4: 9,216 shares; 2026Q1: 10,122 shares 10,122 $2.42M <0.01% +906 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,722 shares; 2024Q4: 257,194 shares; 2025Q1: 206,223 shares; 2025Q2: 173,429 shares; 2025Q3: 118,420 shares; 2025Q4: 66,037 shares; 2026Q1: 48,530 shares 48,530 $2.41M <0.01% -17,507 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; 2024Q2: restricted; 2024Q3: 105,923 shares; 2024Q4: 108,881 shares; 2025Q1: 47,954 shares; 2025Q2: 55,602 shares; 2025Q3: 28,480 shares; 2025Q4: 22,682 shares; 2026Q1: 24,523 shares 24,523 $2.4M <0.01% +1,841 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,849 shares 51,849 $2.39M <0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,514 shares; 2024Q4: 267,378 shares; 2025Q1: 264,473 shares; 2025Q2: 265,090 shares; 2025Q3: 267,077 shares; 2025Q4: 269,290 shares; 2026Q1: 276,218 shares 276,218 $2.38M <0.01% +6,928 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,967 shares; 2025Q3: 81,208 shares; 2025Q4: 70,732 shares; 2026Q1: 98,560 shares 98,560 $2.38M <0.01% +27,828 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,363 shares; 2024Q4: 64,106 shares; 2025Q1: 62,606 shares; 2025Q2: 62,729 shares; 2025Q3: 61,329 shares; 2025Q4: 61,329 shares; 2026Q1: 53,082 shares 53,082 $2.38M <0.01% -8,247 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,037 shares; 2024Q4: 17,627 shares; 2025Q1: 17,027 shares; 2025Q2: 16,766 shares; 2025Q3: 15,896 shares; 2025Q4: 15,142 shares; 2026Q1: 16,282 shares 16,282 $2.32M <0.01% +1,140 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,071 shares; 2026Q1: 51,590 shares 51,590 $2.31M <0.01% +40,519 Timeline