HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,598 shares; 2025Q2: 45,244 shares; 2025Q3: 41,173 shares; 2025Q4: 38,231 shares; 2026Q1: 27,569 shares 27,569 $2.3M <0.01% -10,662 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 518,616 shares; 2024Q4: 521,296 shares; 2025Q1: 612,983 shares; 2025Q2: 612,455 shares; 2025Q3: 614,320 shares; 2025Q4: 306,123 shares; 2026Q1: 305,520 shares 305,520 $2.3M <0.01% -603 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,580 shares; 2024Q4: 256,249 shares; 2025Q1: 2,999 shares; 2025Q2: 2,184 shares; 2025Q3: 12,783 shares; 2025Q4: 11,556 shares; 2026Q1: 12,018 shares 12,018 $2.28M <0.01% +462 Timeline ILCV 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: 28,745 shares; 2024Q4: 28,144 shares; 2025Q1: 27,306 shares; 2025Q2: 26,869 shares; 2025Q3: 26,001 shares; 2025Q4: 26,001 shares; 2026Q1: 24,421 shares 24,421 $2.27M <0.01% -1,580 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,170 shares; 2025Q3: 24,833 shares; 2025Q4: 21,583 shares; 2026Q1: 10,224 shares 10,224 $2.27M <0.01% -11,359 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,578 shares; 2025Q1: 49,841 shares; 2025Q2: 53,265 shares; 2025Q3: 61,221 shares; 2025Q4: 60,026 shares; 2026Q1: 67,088 shares 67,088 $2.27M <0.01% +7,062 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,622 shares; 2025Q3: 58,936 shares; 2025Q4: 58,940 shares; 2026Q1: 62,453 shares 62,453 $2.26M <0.01% +3,513 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,497 shares; 2024Q4: 49,314 shares; 2025Q1: 45,908 shares; 2025Q2: 49,563 shares; 2025Q3: 48,166 shares; 2025Q4: 48,147 shares; 2026Q1: 48,819 shares 48,819 $2.22M <0.01% +672 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,610 shares; 2024Q4: 5,606 shares; 2025Q1: 5,635 shares; 2025Q2: 5,645 shares; 2025Q3: 5,745 shares; 2025Q4: 5,701 shares; 2026Q1: 5,445 shares 5,445 $2.22M <0.01% -256 Timeline GDXJ 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: 54,539 shares; 2024Q4: 32,357 shares; 2025Q1: 21,344 shares; 2025Q2: 26,075 shares; 2025Q3: 23,642 shares; 2025Q4: 16,988 shares; 2026Q1: 18,487 shares 18,487 $2.22M <0.01% +1,499 Timeline UFOX 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: 30,505 shares; 2024Q4: 30,762 shares; 2025Q1: 30,831 shares; 2025Q2: 31,906 shares; 2025Q3: 32,512 shares; 2025Q4: 33,124 shares; 2026Q1: 32,518 shares 32,518 $2.22M <0.01% -606 Timeline PWV 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: 36,851 shares; 2024Q4: 37,262 shares; 2025Q1: 36,926 shares; 2025Q2: 36,789 shares; 2025Q3: 34,774 shares; 2025Q4: 32,253 shares; 2026Q1: 31,729 shares 31,729 $2.21M <0.01% -524 Timeline FAD 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: 14,488 shares; 2024Q4: 14,592 shares; 2025Q1: 14,419 shares; 2025Q2: 14,235 shares; 2025Q3: 14,118 shares; 2025Q4: 13,867 shares; 2026Q1: 13,910 shares 13,910 $2.21M <0.01% +43 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,607 shares; 2024Q4: 15,154 shares; 2025Q1: 16,024 shares; 2025Q2: 16,232 shares; 2025Q3: 9,252 shares; 2025Q4: 11,331 shares; 2026Q1: 11,161 shares 11,161 $2.19M <0.01% -170 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 8,438 shares; 2025Q1: 6,010 shares; 2025Q2: 6,059 shares; 2025Q3: 6,279 shares; 2025Q4: 6,701 shares; 2026Q1: 7,220 shares 7,220 $2.17M <0.01% +519 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,784 shares; 2024Q4: 13,637 shares; 2025Q1: 8,299 shares; 2025Q2: 7,804 shares; 2025Q3: 7,835 shares; 2025Q4: 14,329 shares; 2026Q1: 13,649 shares 13,649 $2.17M <0.01% -680 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,813 shares; 2024Q4: 105,099 shares; 2025Q1: 109,729 shares; 2025Q2: 113,306 shares; 2025Q3: 118,006 shares; 2025Q4: 117,894 shares; 2026Q1: 125,559 shares 125,559 $2.16M <0.01% +7,665 Timeline RUSC 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: 66,344 shares; 2025Q3: 63,884 shares; 2025Q4: 63,768 shares; 2026Q1: 67,505 shares 67,505 $2.16M <0.01% +3,737 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,014 shares; 2024Q4: 29,496 shares; 2025Q1: 29,658 shares; 2025Q2: 30,318 shares; 2025Q3: 29,696 shares; 2025Q4: 29,696 shares; 2026Q1: 29,872 shares 29,872 $2.14M <0.01% +176 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,102 shares; 2024Q4: 21,013 shares; 2025Q1: 46,080 shares; 2025Q2: 45,971 shares; 2025Q3: 46,462 shares; 2025Q4: 43,671 shares; 2026Q1: 46,518 shares 46,518 $2.13M <0.01% +2,847 Timeline GEM 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: 31,307 shares; 2024Q4: 29,390 shares; 2025Q1: 40,669 shares; 2025Q2: 40,263 shares; 2025Q3: 41,987 shares; 2025Q4: 41,811 shares; 2026Q1: 49,354 shares 49,354 $2.13M <0.01% +7,543 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,685 shares; 2024Q4: 25,394 shares; 2025Q1: 33,585 shares; 2025Q2: 33,390 shares; 2025Q3: 29,012 shares; 2025Q4: 28,901 shares; 2026Q1: 28,228 shares 28,228 $2.13M <0.01% -673 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,303 shares; 2024Q4: 45,248 shares; 2025Q1: 54,840 shares; 2025Q2: 55,346 shares; 2025Q3: 48,650 shares; 2025Q4: 42,941 shares; 2026Q1: 41,950 shares 41,950 $2.12M <0.01% -991 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,944 shares; 2024Q4: 15,051 shares; 2025Q1: 14,774 shares; 2025Q2: 15,022 shares; 2025Q3: 14,540 shares; 2025Q4: 15,353 shares; 2026Q1: 16,564 shares 16,564 $2.11M <0.01% +1,211 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,472 shares; 2025Q3: 20,869 shares; 2025Q4: 13,875 shares; 2026Q1: 21,202 shares 21,202 $2.11M <0.01% +7,327 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,466 shares; 2024Q4: 7,602 shares; 2025Q1: 7,048 shares; 2025Q2: 26,624 shares; 2025Q3: 7,425 shares; 2025Q4: 11,338 shares; 2026Q1: 10,531 shares 10,531 $2.11M <0.01% -807 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,931 shares; 2025Q1: 10,663 shares; 2025Q2: 13,671 shares; 2025Q3: 20,026 shares; 2025Q4: 19,908 shares; 2026Q1: 6,618 shares 6,618 $2.1M <0.01% -13,290 Timeline LVHD 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: not reported; 2024Q4: 26,016 shares; 2025Q1: 27,964 shares; 2025Q2: 35,923 shares; 2025Q3: 45,370 shares; 2025Q4: 47,056 shares; 2026Q1: 49,250 shares 49,250 $2.1M <0.01% +2,194 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,433 shares; 2024Q4: 186,050 shares; 2025Q1: 180,081 shares; 2025Q2: 125,503 shares; 2025Q3: 82,411 shares; 2025Q4: 69,622 shares; 2026Q1: 56,293 shares 56,293 $2.1M <0.01% -13,329 Timeline SCHB 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: 18,167 shares; 2024Q4: 66,377 shares; 2025Q1: 51,815 shares; 2025Q2: 90,329 shares; 2025Q3: 82,824 shares; 2025Q4: 83,613 shares; 2026Q1: 83,157 shares 83,157 $2.09M <0.01% -456 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,805 shares; 2025Q3: 56,554 shares; 2025Q4: 38,441 shares; 2026Q1: 24,090 shares 24,090 $2.07M <0.01% -14,351 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,027 shares; 2026Q1: 36,238 shares 36,238 $2.06M <0.01% -33,789 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 8,156 shares; 2025Q2: 8,161 shares; 2025Q3: 8,147 shares; 2025Q4: 9,025 shares; 2026Q1: 35,785 shares 35,785 $2.06M <0.01% +26,760 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,545 shares; 2024Q4: 7,199 shares; 2025Q1: 6,577 shares; 2025Q2: 12,448 shares; 2025Q3: 8,154 shares; 2025Q4: 1,476 shares; 2026Q1: 16,446 shares 16,446 $2.05M <0.01% +14,970 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 28,484 shares; 2025Q1: 29,872 shares; 2025Q2: 31,876 shares; 2025Q3: 30,289 shares; 2025Q4: 30,352 shares; 2026Q1: 30,043 shares 30,043 $2.04M <0.01% -309 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX 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: 120,767 shares; 2025Q3: 68,029 shares; 2025Q4: 71,612 shares; 2026Q1: 73,295 shares 73,295 $2.04M <0.01% +1,683 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 19,703 shares; 2025Q4: 20,705 shares; 2026Q1: 65,630 shares 65,630 $2.04M <0.01% +44,925 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,350 shares; 2025Q2: 74,832 shares; 2025Q3: 91,513 shares; 2025Q4: 159,126 shares; 2026Q1: 67,126 shares 67,126 $2.03M <0.01% -92,000 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 10,646 shares; 2025Q1: 9,534 shares; 2025Q2: 10,692 shares; 2025Q3: 10,786 shares; 2025Q4: 9,733 shares; 2026Q1: 6,495 shares 6,495 $2.03M <0.01% -3,238 Timeline FAB 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: 22,198 shares; 2024Q4: 22,129 shares; 2025Q1: 21,986 shares; 2025Q2: 21,834 shares; 2025Q3: 21,652 shares; 2025Q4: 21,341 shares; 2026Q1: 21,428 shares 21,428 $2.03M <0.01% +87 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,787 shares; 2024Q4: 4,118 shares; 2025Q1: 4,259 shares; 2025Q2: 4,416 shares; 2025Q3: 4,345 shares; 2025Q4: 4,033 shares; 2026Q1: 3,722 shares 3,722 $2.02M <0.01% -311 Timeline FELV 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: 57,961 shares; 2024Q4: 57,961 shares; 2025Q1: 57,961 shares; 2025Q2: 57,961 shares; 2025Q3: 57,961 shares; 2025Q4: 57,961 shares; 2026Q1: 57,961 shares 57,961 $2.02M <0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,746 shares; 2026Q1: 26,341 shares 26,341 $2.01M <0.01% +595 Timeline SHV 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: 20,023 shares; 2024Q4: 16,613 shares; 2025Q1: 11,025 shares; 2025Q2: 17,558 shares; 2025Q3: 18,302 shares; 2025Q4: 18,282 shares; 2026Q1: 18,154 shares 18,154 $2M <0.01% -128 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,915 shares; 2024Q4: 223,713 shares; 2025Q1: 231,184 shares; 2025Q2: 240,372 shares; 2025Q3: 238,716 shares; 2025Q4: 222,960 shares; 2026Q1: 220,166 shares 220,166 $1.98M <0.01% -2,794 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,035 shares; 2024Q4: 326,035 shares; 2025Q1: 326,035 shares; 2025Q2: 326,035 shares; 2025Q3: 326,873 shares; 2025Q4: 326,873 shares; 2026Q1: 326,873 shares 326,873 $1.98M <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,285 shares; 2024Q4: 5,658 shares; 2025Q1: 6,600 shares; 2025Q2: 6,102 shares; 2025Q3: 6,208 shares; 2025Q4: 5,029 shares; 2026Q1: 5,205 shares 5,205 $1.98M <0.01% +176 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91,497 shares; 2025Q2: 127,786 shares; 2025Q3: 131,762 shares; 2025Q4: 297,099 shares; 2026Q1: 144,143 shares 144,143 $1.95M <0.01% -152,956 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,362 shares; 2024Q4: 10,127 shares; 2025Q1: 39,756 shares; 2025Q2: 71,977 shares; 2025Q3: 70,865 shares; 2025Q4: 116,290 shares; 2026Q1: 73,467 shares 73,467 $1.94M <0.01% -42,823 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,312 shares; 2025Q3: 55,312 shares; 2025Q4: 42,237 shares; 2026Q1: 40,249 shares 40,249 $1.94M <0.01% -1,988 Timeline IYR 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: 13,631 shares; 2024Q4: 14,829 shares; 2025Q1: 14,942 shares; 2025Q2: 16,142 shares; 2025Q3: 22,762 shares; 2025Q4: 21,958 shares; 2026Q1: 20,453 shares 20,453 $1.93M <0.01% -1,505 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,610 shares 25,610 $1.93M <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,051 shares; 2024Q4: 46,025 shares; 2025Q1: 51,982 shares; 2025Q2: 39,125 shares; 2025Q3: 21,039 shares; 2025Q4: 22,074 shares; 2026Q1: 21,372 shares 21,372 $1.93M <0.01% -702 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,130 shares; 2024Q4: 11,914 shares; 2025Q1: 10,136 shares; 2025Q2: 10,871 shares; 2025Q3: 10,531 shares; 2025Q4: 9,811 shares; 2026Q1: 9,764 shares 9,764 $1.93M <0.01% -47 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,525 shares; 2024Q4: 25,845 shares; 2025Q1: 32,718 shares; 2025Q2: 33,896 shares; 2025Q3: 35,104 shares; 2025Q4: 34,979 shares; 2026Q1: 35,800 shares 35,800 $1.93M <0.01% +821 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690,188 shares; 2024Q4: 624,974 shares; 2025Q1: 25,836 shares; 2025Q2: 26,101 shares; 2025Q3: 23,944 shares; 2025Q4: 23,400 shares; 2026Q1: 24,060 shares 24,060 $1.93M <0.01% +660 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,736 shares; 2024Q4: 9,826 shares; 2025Q1: 9,267 shares; 2025Q2: 9,221 shares; 2025Q3: 8,085 shares; 2025Q4: 10,528 shares; 2026Q1: 9,380 shares 9,380 $1.92M <0.01% -1,148 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,717 shares; 2024Q4: 147,498 shares; 2025Q1: 148,864 shares; 2025Q2: 153,408 shares; 2025Q3: 175,282 shares; 2025Q4: 178,160 shares; 2026Q1: 203,074 shares 203,074 $1.92M <0.01% +24,914 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,476 shares; 2024Q4: 29,949 shares; 2025Q1: 28,039 shares; 2025Q2: 46,349 shares; 2025Q3: 21,629 shares; 2025Q4: 17,802 shares; 2026Q1: 19,890 shares 19,890 $1.92M <0.01% +2,088 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,678 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,456 shares; 2025Q4: 51,794 shares; 2026Q1: 41,814 shares 41,814 $1.92M <0.01% -9,980 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares; 2026Q1: 14,383 shares 14,383 $1.92M <0.01% +12,630 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,603 shares; 2024Q4: 34,918 shares; 2025Q1: 32,887 shares; 2025Q2: 33,996 shares; 2025Q3: 34,243 shares; 2025Q4: 36,987 shares; 2026Q1: 34,217 shares 34,217 $1.91M <0.01% -2,770 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,077 shares; 2024Q4: 138,170 shares; 2025Q1: 157,310 shares; 2025Q2: 274,619 shares; 2025Q3: 270,432 shares; 2025Q4: 229,673 shares; 2026Q1: 109,840 shares 109,840 $1.91M <0.01% -119,833 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,113 shares; 2025Q1: 2,961 shares; 2025Q2: 2,908 shares; 2025Q3: 3,948 shares; 2025Q4: 4,125 shares; 2026Q1: 12,597 shares 12,597 $1.91M <0.01% +8,472 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,501 shares; 2024Q4: 28,625 shares; 2025Q1: 28,903 shares; 2025Q2: 22,373 shares; 2025Q3: 24,253 shares; 2025Q4: 24,445 shares; 2026Q1: 24,471 shares 24,471 $1.9M <0.01% +26 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,116 shares 16,116 $1.9M <0.01% new Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,095 shares; 2024Q4: 126,277 shares; 2025Q1: 128,203 shares; 2025Q2: 130,779 shares; 2025Q3: 138,388 shares; 2025Q4: 138,730 shares; 2026Q1: 150,596 shares 150,596 $1.9M <0.01% +11,866 Timeline SPDW 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: 13,739 shares; 2024Q4: 51,529 shares; 2025Q1: 23,756 shares; 2025Q2: 26,262 shares; 2025Q3: 36,352 shares; 2025Q4: 37,459 shares; 2026Q1: 41,521 shares 41,521 $1.9M <0.01% +4,062 Timeline IDVO 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: not reported; 2026Q1: 46,759 shares 46,759 $1.89M <0.01% new Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,428 shares; 2024Q4: 4,424 shares; 2025Q1: 4,405 shares; 2025Q2: 4,463 shares; 2025Q3: 4,469 shares; 2025Q4: 3,326 shares; 2026Q1: 3,303 shares 3,303 $1.89M <0.01% -23 Timeline HEGD 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: 58,154 shares; 2024Q4: 51,565 shares; 2025Q1: 45,636 shares; 2025Q2: 73,253 shares; 2025Q3: 74,387 shares; 2025Q4: 76,166 shares; 2026Q1: 76,110 shares 76,110 $1.88M <0.01% -56 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,860 shares; 2024Q4: 47,544 shares; 2025Q1: 50,380 shares; 2025Q2: 52,755 shares; 2025Q3: 54,949 shares; 2025Q4: 51,001 shares; 2026Q1: 54,616 shares 54,616 $1.88M <0.01% +3,615 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,366 shares; 2024Q4: 30,258 shares; 2025Q1: 30,044 shares; 2025Q2: 30,783 shares; 2025Q3: 30,728 shares; 2025Q4: 31,096 shares; 2026Q1: 40,888 shares 40,888 $1.86M <0.01% +9,792 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,450 shares; 2024Q4: 131,058 shares; 2025Q1: 136,174 shares; 2025Q2: 141,714 shares; 2025Q3: 150,800 shares; 2025Q4: 150,599 shares; 2026Q1: 161,449 shares 161,449 $1.86M <0.01% +10,850 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,794 shares; 2024Q4: 9,904 shares; 2025Q1: 9,744 shares; 2025Q2: 13,555 shares; 2025Q3: 12,630 shares; 2025Q4: 12,105 shares; 2026Q1: 11,467 shares 11,467 $1.86M <0.01% -638 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,760 shares; 2024Q4: 157,611 shares; 2025Q1: 165,150 shares; 2025Q2: 209,829 shares; 2025Q3: 236,858 shares; 2025Q4: 204,646 shares; 2026Q1: 164,300 shares 164,300 $1.85M <0.01% -40,346 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,333 shares; 2024Q4: 18,715 shares; 2025Q1: 19,060 shares; 2025Q2: 18,876 shares; 2025Q3: 19,320 shares; 2025Q4: 19,255 shares; 2026Q1: 19,586 shares 19,586 $1.84M <0.01% +331 Timeline PCEF 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: 469,151 shares; 2024Q4: 480,288 shares; 2025Q1: 426,822 shares; 2025Q2: 443,295 shares; 2025Q3: 444,605 shares; 2025Q4: 94,051 shares; 2026Q1: 97,630 shares 97,630 $1.84M <0.01% +3,579 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,121 shares; 2024Q4: 41,342 shares; 2025Q1: 35,818 shares; 2025Q2: 37,524 shares; 2025Q3: 21,951 shares; 2025Q4: 22,291 shares; 2026Q1: 24,658 shares 24,658 $1.84M <0.01% +2,367 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,639 shares; 2024Q4: 40,585 shares; 2025Q1: 63,392 shares; 2025Q2: 54,307 shares; 2025Q3: 53,307 shares; 2025Q4: 53,292 shares; 2026Q1: 53,197 shares 53,197 $1.83M <0.01% -95 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,931 shares 42,931 $1.83M <0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,069 shares; 2024Q4: 14,860 shares; 2025Q1: 14,383 shares; 2025Q2: 14,679 shares; 2025Q3: 13,634 shares; 2025Q4: 16,232 shares; 2026Q1: 16,151 shares 16,151 $1.83M <0.01% -81 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,075 shares 88,075 $1.83M <0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,405 shares; 2024Q4: 417,710 shares; 2025Q1: 14,679 shares; 2025Q2: 10,819 shares; 2025Q3: 10,439 shares; 2025Q4: 10,925 shares; 2026Q1: 135,046 shares 135,046 $1.82M <0.01% +124,121 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,296 shares; 2024Q4: 27,035 shares; 2025Q1: 18,929 shares; 2025Q2: 20,904 shares; 2025Q3: 24,355 shares; 2025Q4: 24,192 shares; 2026Q1: 25,262 shares 25,262 $1.81M <0.01% +1,070 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,040 shares; 2024Q4: 105,429 shares; 2025Q1: 91,967 shares; 2025Q2: 85,437 shares; 2025Q3: 85,282 shares; 2025Q4: 82,628 shares; 2026Q1: 79,708 shares 79,708 $1.81M <0.01% -2,920 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,528 shares; 2024Q4: 18,254 shares; 2025Q1: 16,623 shares; 2025Q2: 19,171 shares; 2025Q3: 20,010 shares; 2025Q4: 17,416 shares; 2026Q1: 20,643 shares 20,643 $1.81M <0.01% +3,227 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,033 shares; 2025Q2: 17,565 shares; 2025Q3: 23,936 shares; 2025Q4: 13,836 shares; 2026Q1: 26,587 shares 26,587 $1.81M <0.01% +12,751 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,272 shares; 2024Q4: 20,745 shares; 2025Q1: 20,655 shares; 2025Q2: 17,539 shares; 2025Q3: 17,539 shares; 2025Q4: 17,539 shares; 2026Q1: 29,552 shares 29,552 $1.79M <0.01% +12,013 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,510 shares; 2024Q4: 83,757 shares; 2025Q1: 71,206 shares; 2025Q2: 71,717 shares; 2025Q3: 72,927 shares; 2025Q4: 72,399 shares; 2026Q1: 68,675 shares 68,675 $1.79M <0.01% -3,724 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,281 shares 43,281 $1.78M <0.01% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 2,277 shares; 2025Q1: 2,215 shares; 2025Q2: 2,715 shares; 2025Q3: 4,065 shares; 2025Q4: not reported; 2026Q1: 23,343 shares 23,343 $1.77M <0.01% new Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,168 shares; 2024Q4: 63,722 shares; 2025Q1: 143,482 shares; 2025Q2: 132,054 shares; 2025Q3: 102,913 shares; 2025Q4: 100,139 shares; 2026Q1: 99,580 shares 99,580 $1.76M <0.01% -559 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,056 shares; 2025Q1: 11,262 shares; 2025Q2: 12,146 shares; 2025Q3: 11,680 shares; 2025Q4: 11,895 shares; 2026Q1: 11,662 shares 11,662 $1.76M <0.01% -233 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,650 shares; 2024Q4: 33,018 shares; 2025Q1: 32,360 shares; 2025Q2: 32,355 shares; 2025Q3: 32,658 shares; 2025Q4: 34,598 shares; 2026Q1: 35,666 shares 35,666 $1.75M <0.01% +1,068 Timeline IXN 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: 18,957 shares; 2024Q4: 17,111 shares; 2025Q1: 16,858 shares; 2025Q2: 16,569 shares; 2025Q3: 15,946 shares; 2025Q4: 15,825 shares; 2026Q1: 17,511 shares 17,511 $1.75M <0.01% +1,686 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,375 shares; 2025Q1: 26,959 shares; 2025Q2: 8,469 shares; 2025Q3: 10,081 shares; 2025Q4: 10,206 shares; 2026Q1: 11,343 shares 11,343 $1.74M <0.01% +1,137 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,033 shares; 2025Q1: 31,596 shares; 2025Q2: 26,113 shares; 2025Q3: 28,112 shares; 2025Q4: 27,867 shares; 2026Q1: 26,719 shares 26,719 $1.74M <0.01% -1,148 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 6,023 shares; 2025Q1: 16,433 shares; 2025Q2: 16,302 shares; 2025Q3: 16,652 shares; 2025Q4: 15,907 shares; 2026Q1: 16,254 shares 16,254 $1.73M <0.01% +347 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380,457 shares; 2024Q4: 395,765 shares; 2025Q1: 405,147 shares; 2025Q2: 20,945 shares; 2025Q3: 168,379 shares; 2025Q4: 167,062 shares; 2026Q1: 100,806 shares 100,806 $1.73M <0.01% -66,256 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,115 shares; 2024Q4: 18,019 shares; 2025Q1: 19,531 shares; 2025Q2: 21,686 shares; 2025Q3: 22,341 shares; 2025Q4: 22,305 shares; 2026Q1: 22,867 shares 22,867 $1.72M <0.01% +562 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,953 shares; 2024Q4: 12,373 shares; 2025Q1: 12,264 shares; 2025Q2: 10,624 shares; 2025Q3: 10,150 shares; 2025Q4: 14,824 shares; 2026Q1: 19,406 shares 19,406 $1.72M <0.01% +4,582 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 34,419 shares; 2025Q1: 11,295 shares; 2025Q2: 15,642 shares; 2025Q3: 13,518 shares; 2025Q4: 13,430 shares; 2026Q1: 13,391 shares 13,391 $1.69M <0.01% -39 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,653 shares; 2024Q4: 253,016 shares; 2025Q1: 35,457 shares; 2025Q2: 12,067 shares; 2025Q3: 26,179 shares; 2025Q4: 12,281 shares; 2026Q1: 12,315 shares 12,315 $1.69M <0.01% +34 Timeline HACK 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: 14,441 shares; 2024Q4: 13,847 shares; 2025Q1: 14,251 shares; 2025Q2: 27,600 shares; 2025Q3: 12,624 shares; 2025Q4: 12,327 shares; 2026Q1: 22,479 shares 22,479 $1.69M <0.01% +10,152 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,391 shares; 2025Q1: 5,727 shares; 2025Q2: 18,942 shares; 2025Q3: 55,145 shares; 2025Q4: 23,117 shares; 2026Q1: 20,488 shares 20,488 $1.69M <0.01% -2,629 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 8,509 shares; 2025Q1: 31,364 shares; 2025Q2: 31,707 shares; 2025Q3: 32,233 shares; 2025Q4: 28,471 shares; 2026Q1: 31,722 shares 31,722 $1.68M <0.01% +3,251 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,037 shares; 2024Q4: 3,776 shares; 2025Q1: 3,476 shares; 2025Q2: 3,649 shares; 2025Q3: 9,910 shares; 2025Q4: 9,521 shares; 2026Q1: 10,503 shares 10,503 $1.68M <0.01% +982 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,437 shares; 2024Q4: 34,354 shares; 2025Q1: 20,060 shares; 2025Q2: 27,474 shares; 2025Q3: 27,028 shares; 2025Q4: 26,385 shares; 2026Q1: 27,655 shares 27,655 $1.66M <0.01% +1,270 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,661 shares; 2024Q4: 24,885 shares; 2025Q1: 26,664 shares; 2025Q2: 26,065 shares; 2025Q3: 30,444 shares; 2025Q4: 30,439 shares; 2026Q1: 30,082 shares 30,082 $1.65M <0.01% -357 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,650 shares; 2024Q4: 12,449 shares; 2025Q1: 24,044 shares; 2025Q2: 23,495 shares; 2025Q3: 99,699 shares; 2025Q4: 259,903 shares; 2026Q1: 109,780 shares 109,780 $1.65M <0.01% -150,123 Timeline DFUS 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: 47,168 shares; 2024Q4: 39,400 shares; 2025Q1: 14,777 shares; 2025Q2: 11,222 shares; 2025Q3: 11,022 shares; 2025Q4: 11,022 shares; 2026Q1: 23,195 shares 23,195 $1.64M <0.01% +12,173 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,877 shares; 2024Q4: 31,170 shares; 2025Q1: 26,896 shares; 2025Q2: 29,060 shares; 2025Q3: 27,759 shares; 2025Q4: 14,800 shares; 2026Q1: 13,948 shares 13,948 $1.64M <0.01% -852 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,524 shares; 2024Q4: 187,409 shares; 2025Q1: 195,874 shares; 2025Q2: 194,799 shares; 2025Q3: 201,041 shares; 2025Q4: 157,489 shares; 2026Q1: 157,561 shares 157,561 $1.64M <0.01% +72 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,399 shares; 2025Q4: 28,901 shares; 2026Q1: 31,395 shares 31,395 $1.63M <0.01% +2,494 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,291 shares; 2024Q4: 29,417 shares; 2025Q1: 31,024 shares; 2025Q2: 30,654 shares; 2025Q3: 27,660 shares; 2025Q4: 28,697 shares; 2026Q1: 28,596 shares 28,596 $1.62M <0.01% -101 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,676 shares; 2024Q4: 76,811 shares; 2025Q1: 79,431 shares; 2025Q2: 78,168 shares; 2025Q3: 79,909 shares; 2025Q4: 79,873 shares; 2026Q1: 85,906 shares 85,906 $1.62M <0.01% +6,033 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,438 shares; 2024Q4: 9,308 shares; 2025Q1: 9,611 shares; 2025Q2: 8,993 shares; 2025Q3: 8,070 shares; 2025Q4: 12,894 shares; 2026Q1: 12,440 shares 12,440 $1.62M <0.01% -454 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,343 shares; 2024Q4: 219,750 shares; 2025Q1: 212,537 shares; 2025Q2: 33,621 shares; 2025Q3: 36,253 shares; 2025Q4: 39,480 shares; 2026Q1: 23,868 shares 23,868 $1.61M <0.01% -15,612 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,315 shares; 2024Q4: 166,723 shares; 2025Q1: 170,571 shares; 2025Q2: 165,998 shares; 2025Q3: 171,382 shares; 2025Q4: 171,505 shares; 2026Q1: 169,444 shares 169,444 $1.61M <0.01% -2,061 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,967 shares; 2024Q4: 159,988 shares; 2025Q1: 234,954 shares; 2025Q2: 117,062 shares; 2025Q3: 113,905 shares; 2025Q4: 98,773 shares; 2026Q1: 28,698 shares 28,698 $1.61M <0.01% -70,075 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,415 shares; 2025Q4: 8,783 shares; 2026Q1: 9,007 shares 9,007 $1.61M <0.01% +224 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,178 shares; 2024Q4: 31,462 shares; 2025Q1: 27,796 shares; 2025Q2: 27,728 shares; 2025Q3: 27,150 shares; 2025Q4: 27,274 shares; 2026Q1: 27,186 shares 27,186 $1.61M <0.01% -88 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,355 shares; 2024Q4: 193,016 shares; 2025Q1: 135,736 shares; 2025Q2: 126,181 shares; 2025Q3: 100,480 shares; 2025Q4: 83,570 shares; 2026Q1: 7,686 shares 7,686 $1.61M <0.01% -75,884 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 13,277 shares; 2026Q1: 15,274 shares 15,274 $1.61M <0.01% +1,997 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,815 shares; 2024Q4: not reported; 2025Q1: 23,897 shares; 2025Q2: 24,580 shares; 2025Q3: 100,674 shares; 2025Q4: 55,769 shares; 2026Q1: 56,289 shares 56,289 $1.6M <0.01% +520 Timeline PXLW PIXELWORKS INC More: the full row for PIXELWORKS 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: 238,882 shares; 2025Q3: 228,065 shares; 2025Q4: 126,456 shares; 2026Q1: 296,298 shares 296,298 $1.6M <0.01% +169,842 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,112 shares; 2024Q4: 50,492 shares; 2025Q1: 50,661 shares; 2025Q2: 47,487 shares; 2025Q3: 42,382 shares; 2025Q4: 42,941 shares; 2026Q1: 36,507 shares 36,507 $1.6M <0.01% -6,434 Timeline RPV 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: 3,323 shares; 2024Q4: 3,322 shares; 2025Q1: 3,323 shares; 2025Q2: 3,853 shares; 2025Q3: 8,552 shares; 2025Q4: not reported; 2026Q1: 14,852 shares 14,852 $1.59M <0.01% new Timeline IGM 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: 10,004 shares; 2024Q4: 9,934 shares; 2025Q1: 10,340 shares; 2025Q2: 9,784 shares; 2025Q3: 8,996 shares; 2025Q4: 12,452 shares; 2026Q1: 13,441 shares 13,441 $1.59M <0.01% +989 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,209 shares; 2024Q4: 63,112 shares; 2025Q1: 42,548 shares; 2025Q2: 39,080 shares; 2025Q3: 46,376 shares; 2025Q4: 27,119 shares; 2026Q1: 26,915 shares 26,915 $1.59M <0.01% -204 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,154 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258,719 shares 258,719 $1.59M <0.01% new Timeline XPH 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: 5,281 shares; 2024Q4: 5,281 shares; 2025Q1: 5,281 shares; 2025Q2: 5,281 shares; 2025Q3: 5,281 shares; 2025Q4: 29,338 shares; 2026Q1: 29,049 shares 29,049 $1.57M <0.01% -289 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,229 shares; 2024Q4: 46,978 shares; 2025Q1: 53,235 shares; 2025Q2: 47,168 shares; 2025Q3: 47,179 shares; 2025Q4: 48,419 shares; 2026Q1: 48,949 shares 48,949 $1.55M <0.01% +530 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800,171 shares; 2024Q4: 409,464 shares; 2025Q1: 328,186 shares; 2025Q2: 310,656 shares; 2025Q3: 286,495 shares; 2025Q4: 282,433 shares; 2026Q1: 134,193 shares 134,193 $1.55M <0.01% -148,240 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,619 shares; 2026Q1: 59,059 shares 59,059 $1.54M <0.01% +1,440 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,094 shares; 2024Q4: 52,611 shares; 2025Q1: 52,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,568 shares; 2026Q1: 34,501 shares 34,501 $1.53M <0.01% -4,067 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,598 shares; 2024Q4: 30,100 shares; 2025Q1: 28,567 shares; 2025Q2: 29,492 shares; 2025Q3: 29,397 shares; 2025Q4: 31,377 shares; 2026Q1: 31,466 shares 31,466 $1.52M <0.01% +89 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,441 shares; 2024Q4: 38,507 shares; 2025Q1: 46,892 shares; 2025Q2: 80,135 shares; 2025Q3: 26,841 shares; 2025Q4: 26,515 shares; 2026Q1: 24,782 shares 24,782 $1.52M <0.01% -1,733 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,381 shares; 2024Q4: 16,132 shares; 2025Q1: 41,575 shares; 2025Q2: 40,974 shares; 2025Q3: 12,471 shares; 2025Q4: 11,382 shares; 2026Q1: 5,156 shares 5,156 $1.51M <0.01% -6,226 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 14,018 shares; 2025Q4: not reported; 2026Q1: 166,733 shares 166,733 $1.51M <0.01% new Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,181 shares; 2024Q4: 144,107 shares; 2025Q1: 143,680 shares; 2025Q2: 145,155 shares; 2025Q3: 146,144 shares; 2025Q4: 144,880 shares; 2026Q1: 135,153 shares 135,153 $1.51M <0.01% -9,727 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,316 shares; 2024Q4: 12,384 shares; 2025Q1: 13,025 shares; 2025Q2: 10,194 shares; 2025Q3: 10,828 shares; 2025Q4: 9,551 shares; 2026Q1: 8,927 shares 8,927 $1.49M <0.01% -624 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,165 shares; 2024Q4: 12,732 shares; 2025Q1: 12,603 shares; 2025Q2: 12,861 shares; 2025Q3: 13,128 shares; 2025Q4: 10,385 shares; 2026Q1: 10,531 shares 10,531 $1.49M <0.01% +146 Timeline SCHX 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: 6,584 shares; 2024Q4: 36,255 shares; 2025Q1: 28,031 shares; 2025Q2: 35,076 shares; 2025Q3: 37,332 shares; 2025Q4: 49,538 shares; 2026Q1: 57,974 shares 57,974 $1.49M <0.01% +8,436 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD 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: not reported; 2026Q1: 29,519 shares 29,519 $1.48M <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760,670 shares; 2024Q4: 642,508 shares; 2025Q1: 524,550 shares; 2025Q2: 487,103 shares; 2025Q3: 41,533 shares; 2025Q4: 36,616 shares; 2026Q1: 34,923 shares 34,923 $1.48M <0.01% -1,693 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 16,551 shares; 2025Q1: 14,624 shares; 2025Q2: 17,500 shares; 2025Q3: 97,856 shares; 2025Q4: 176,180 shares; 2026Q1: 25,160 shares 25,160 $1.47M <0.01% -151,020 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,664 shares; 2024Q4: 42,764 shares; 2025Q1: 41,799 shares; 2025Q2: 40,551 shares; 2025Q3: 48,011 shares; 2025Q4: 48,304 shares; 2026Q1: 52,619 shares 52,619 $1.47M <0.01% +4,315 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,283 shares; 2024Q4: 24,686 shares; 2025Q1: 23,035 shares; 2025Q2: 16,673 shares; 2025Q3: 11,271 shares; 2025Q4: 9,913 shares; 2026Q1: 9,930 shares 9,930 $1.47M <0.01% +17 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 6,072 shares; 2026Q1: 19,913 shares 19,913 $1.46M <0.01% +13,841 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,263 shares; 2025Q1: 13,687 shares; 2025Q2: 13,685 shares; 2025Q3: 12,702 shares; 2025Q4: 11,589 shares; 2026Q1: 12,096 shares 12,096 $1.46M <0.01% +507 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,505 shares; 2024Q4: 15,905 shares; 2025Q1: 10,155 shares; 2025Q2: 7,750 shares; 2025Q3: 11,020 shares; 2025Q4: 24,123 shares; 2026Q1: 29,082 shares 29,082 $1.45M <0.01% +4,959 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,387 shares; 2024Q4: 31,311 shares; 2025Q1: 19,657 shares; 2025Q2: 19,351 shares; 2025Q3: 23,079 shares; 2025Q4: 21,883 shares; 2026Q1: 25,432 shares 25,432 $1.45M <0.01% +3,549 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,464 shares; 2024Q4: 192,494 shares; 2025Q1: 201,408 shares; 2025Q2: 218,782 shares; 2025Q3: 223,714 shares; 2025Q4: 126,656 shares; 2026Q1: 134,409 shares 134,409 $1.44M <0.01% +7,753 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,419 shares; 2024Q4: 23,419 shares; 2025Q1: 23,419 shares; 2025Q2: 23,919 shares; 2025Q3: 23,919 shares; 2025Q4: 23,919 shares; 2026Q1: 21,975 shares 21,975 $1.43M <0.01% -1,944 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,322 shares 24,322 $1.43M <0.01% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,670 shares; 2024Q4: 17,969 shares; 2025Q1: 13,841 shares; 2025Q2: 14,699 shares; 2025Q3: 14,446 shares; 2025Q4: 14,476 shares; 2026Q1: 14,597 shares 14,597 $1.42M <0.01% +121 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,908 shares; 2026Q1: 131,888 shares 131,888 $1.42M <0.01% +24,980 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,621 shares 161,621 $1.41M <0.01% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,697 shares; 2024Q4: 31,140 shares; 2025Q1: 30,144 shares; 2025Q2: 28,718 shares; 2025Q3: 28,253 shares; 2025Q4: 28,025 shares; 2026Q1: 28,943 shares 28,943 $1.4M <0.01% +918 Timeline BOTZ 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: 60,756 shares; 2024Q4: 66,745 shares; 2025Q1: 63,562 shares; 2025Q2: 67,480 shares; 2025Q3: 65,870 shares; 2025Q4: 61,558 shares; 2026Q1: 42,191 shares 42,191 $1.4M <0.01% -19,367 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,726 shares; 2024Q4: 67,618 shares; 2025Q1: 20,169 shares; 2025Q2: 18,883 shares; 2025Q3: 36,129 shares; 2025Q4: 17,095 shares; 2026Q1: 18,492 shares 18,492 $1.4M <0.01% +1,397 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,800 shares; 2024Q4: 9,800 shares; 2025Q1: 14,298 shares; 2025Q2: 14,298 shares; 2025Q3: 15,548 shares; 2025Q4: 17,755 shares; 2026Q1: 17,755 shares 17,755 $1.39M <0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,468 shares; 2024Q4: 20,466 shares; 2025Q1: 7,151 shares; 2025Q2: 6,801 shares; 2025Q3: 6,440 shares; 2025Q4: 6,269 shares; 2026Q1: 6,352 shares 6,352 $1.38M <0.01% +83 Timeline HOLA 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: 25,997 shares; 2025Q4: 25,997 shares; 2026Q1: 25,959 shares 25,959 $1.37M <0.01% -38 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,915 shares; 2024Q4: 99,728 shares; 2025Q1: 115,428 shares; 2025Q2: 112,807 shares; 2025Q3: 114,652 shares; 2025Q4: 120,777 shares; 2026Q1: 122,676 shares 122,676 $1.36M <0.01% +1,899 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 6,984 shares; 2025Q1: 6,803 shares; 2025Q2: 6,764 shares; 2025Q3: 6,595 shares; 2025Q4: 6,522 shares; 2026Q1: 6,225 shares 6,225 $1.36M <0.01% -297 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,640 shares; 2024Q4: 19,028 shares; 2025Q1: 15,148 shares; 2025Q2: 13,330 shares; 2025Q3: 12,076 shares; 2025Q4: 12,589 shares; 2026Q1: 11,383 shares 11,383 $1.35M <0.01% -1,206 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 30,360 shares 30,360 $1.35M <0.01% new Timeline PKB 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: 15,839 shares; 2024Q4: 13,970 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,097 shares; 2025Q4: 13,986 shares; 2026Q1: 13,815 shares 13,815 $1.35M <0.01% -171 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,451 shares; 2024Q4: 50,759 shares; 2025Q1: 51,932 shares; 2025Q2: 37,426 shares; 2025Q3: 33,393 shares; 2025Q4: 33,834 shares; 2026Q1: 37,660 shares 37,660 $1.34M <0.01% +3,826 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 29,440 shares 29,440 $1.33M <0.01% new Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,088 shares; 2024Q4: 36,501 shares; 2025Q1: 35,173 shares; 2025Q2: 33,673 shares; 2025Q3: 33,057 shares; 2025Q4: 32,897 shares; 2026Q1: 31,804 shares 31,804 $1.33M <0.01% -1,093 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,523 shares; 2025Q3: 7,191 shares; 2025Q4: 7,067 shares; 2026Q1: 6,785 shares 6,785 $1.32M <0.01% -282 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,908 shares; 2024Q4: 23,611 shares; 2025Q1: 24,790 shares; 2025Q2: 21,782 shares; 2025Q3: 19,129 shares; 2025Q4: 33,535 shares; 2026Q1: 23,839 shares 23,839 $1.32M <0.01% -9,696 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,171 shares; 2024Q4: 327,616 shares; 2025Q1: 333,236 shares; 2025Q2: 234,310 shares; 2025Q3: 245,212 shares; 2025Q4: 53,068 shares; 2026Q1: 44,685 shares 44,685 $1.31M <0.01% -8,383 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,178 shares; 2024Q4: 81,282 shares; 2025Q1: 76,138 shares; 2025Q2: 61,815 shares; 2025Q3: 39,296 shares; 2025Q4: 27,455 shares; 2026Q1: 25,973 shares 25,973 $1.31M <0.01% -1,482 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,143 shares; 2025Q1: 26,764 shares; 2025Q2: 29,611 shares; 2025Q3: 31,359 shares; 2025Q4: 32,868 shares; 2026Q1: 32,856 shares 32,856 $1.31M <0.01% -12 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,008 shares; 2024Q4: 26,248 shares; 2025Q1: 26,045 shares; 2025Q2: 16,404 shares; 2025Q3: 16,805 shares; 2025Q4: 16,798 shares; 2026Q1: 19,277 shares 19,277 $1.3M <0.01% +2,479 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,392 shares; 2024Q4: 97,843 shares; 2025Q1: 111,918 shares; 2025Q2: 70,400 shares; 2025Q3: 67,017 shares; 2025Q4: 64,307 shares; 2026Q1: 72,924 shares 72,924 $1.3M <0.01% +8,617 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 143,590 shares 143,590 $1.3M <0.01% new Timeline FPX 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: 9,833 shares; 2025Q2: 10,457 shares; 2025Q3: 10,592 shares; 2025Q4: 7,926 shares; 2026Q1: 8,135 shares 8,135 $1.29M <0.01% +209 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY 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: 67,474 shares; 2025Q3: 67,286 shares; 2025Q4: 67,307 shares; 2026Q1: 55,373 shares 55,373 $1.29M <0.01% -11,934 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,114 shares; 2024Q4: 193,920 shares; 2025Q1: 240,529 shares; 2025Q2: 207,333 shares; 2025Q3: 221,383 shares; 2025Q4: 124,005 shares; 2026Q1: 111,977 shares 111,977 $1.29M <0.01% -12,028 Timeline RIFR 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: 43,462 shares; 2025Q3: 42,254 shares; 2025Q4: 42,896 shares; 2026Q1: 45,899 shares 45,899 $1.29M <0.01% +3,003 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,606 shares; 2024Q4: 4,595 shares; 2025Q1: 4,358 shares; 2025Q2: 4,418 shares; 2025Q3: 4,435 shares; 2025Q4: 4,497 shares; 2026Q1: 4,476 shares 4,476 $1.28M <0.01% -21 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,847 shares; 2024Q4: 91,436 shares; 2025Q1: 91,436 shares; 2025Q2: 90,800 shares; 2025Q3: 90,800 shares; 2025Q4: 90,801 shares; 2026Q1: 90,300 shares 90,300 $1.28M <0.01% -501 Timeline IHAK 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: 31,028 shares; 2024Q4: 32,289 shares; 2025Q1: 34,568 shares; 2025Q2: 51,752 shares; 2025Q3: 55,048 shares; 2025Q4: 56,705 shares; 2026Q1: 29,315 shares 29,315 $1.28M <0.01% -27,390 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,385 shares; 2024Q4: 212,935 shares; 2025Q1: 228,856 shares; 2025Q2: 226,300 shares; 2025Q3: 171,383 shares; 2025Q4: 19,344 shares; 2026Q1: 7,753 shares 7,753 $1.28M <0.01% -11,591 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 1,255 shares; 2025Q1: 1,307 shares; 2025Q2: 1,347 shares; 2025Q3: 1,007 shares; 2025Q4: 1,014 shares; 2026Q1: 1,013 shares 1,013 $1.28M <0.01% -1 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,902 shares; 2024Q4: 72,153 shares; 2025Q1: 46,492 shares; 2025Q2: 18,183 shares; 2025Q3: 16,318 shares; 2025Q4: 15,066 shares; 2026Q1: 16,605 shares 16,605 $1.28M <0.01% +1,539 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,796 shares; 2024Q4: 14,684 shares; 2025Q1: 17,164 shares; 2025Q2: 17,335 shares; 2025Q3: 19,585 shares; 2025Q4: 11,604 shares; 2026Q1: 13,435 shares 13,435 $1.28M <0.01% +1,831 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,998 shares; 2024Q4: 5,882 shares; 2025Q1: 5,154 shares; 2025Q2: 4,931 shares; 2025Q3: 4,854 shares; 2025Q4: 5,170 shares; 2026Q1: 4,793 shares 4,793 $1.28M <0.01% -377 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,064 shares; 2025Q2: 66,416 shares; 2025Q3: 90,757 shares; 2025Q4: 92,350 shares; 2026Q1: 116,471 shares 116,471 $1.27M <0.01% +24,121 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 16,857 shares; 2025Q1: 19,467 shares; 2025Q2: 18,343 shares; 2025Q3: 22,835 shares; 2025Q4: 28,769 shares; 2026Q1: 25,278 shares 25,278 $1.27M <0.01% -3,491 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,257 shares; 2024Q4: 35,191 shares; 2025Q1: 37,135 shares; 2025Q2: 21,708 shares; 2025Q3: 21,708 shares; 2025Q4: 21,789 shares; 2026Q1: 18,830 shares 18,830 $1.26M <0.01% -2,959 Timeline VGUS 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: 16,688 shares 16,688 $1.26M <0.01% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,947 shares; 2024Q4: 45,497 shares; 2025Q1: 81,079 shares; 2025Q2: 79,451 shares; 2025Q3: 76,720 shares; 2025Q4: 79,892 shares; 2026Q1: 88,675 shares 88,675 $1.25M <0.01% +8,783 Timeline DGS 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: 82,653 shares; 2024Q4: 83,167 shares; 2025Q1: 84,140 shares; 2025Q2: 89,955 shares; 2025Q3: 89,968 shares; 2025Q4: 84,031 shares; 2026Q1: 20,782 shares 20,782 $1.25M <0.01% -63,249 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,290 shares; 2024Q4: 58,340 shares; 2025Q1: 79,644 shares; 2025Q2: 54,396 shares; 2025Q3: 31,132 shares; 2025Q4: 21,552 shares; 2026Q1: 23,427 shares 23,427 $1.25M <0.01% +1,875 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,677 shares; 2024Q4: 156,901 shares; 2025Q1: 93,782 shares; 2025Q2: 92,585 shares; 2025Q3: 121,921 shares; 2025Q4: 178,039 shares; 2026Q1: 179,262 shares 179,262 $1.25M <0.01% +1,223 Timeline QDPL 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: 25,798 shares; 2024Q4: 27,207 shares; 2025Q1: 25,406 shares; 2025Q2: 27,491 shares; 2025Q3: 29,485 shares; 2025Q4: 29,626 shares; 2026Q1: 31,024 shares 31,024 $1.25M <0.01% +1,398 Timeline ECOW 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: 17,613 shares; 2025Q1: 20,967 shares; 2025Q2: 24,006 shares; 2025Q3: 29,037 shares; 2025Q4: 44,584 shares; 2026Q1: 46,599 shares 46,599 $1.24M <0.01% +2,015 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,212 shares; 2024Q4: 124,815 shares; 2025Q1: 146,371 shares; 2025Q2: 148,026 shares; 2025Q3: 149,109 shares; 2025Q4: 185,004 shares; 2026Q1: 184,113 shares 184,113 $1.24M <0.01% -891 Timeline CCIIU COHEN CIRCLE ACQUISIT CORP I More: the full row for COHEN CIRCLE ACQUISIT CORP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90,000 shares; 2025Q4: 119,370 shares; 2026Q1: 119,370 shares 119,370 $1.24M <0.01% 0 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,544 shares 22,544 $1.23M <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,705 shares; 2024Q4: 12,494 shares; 2025Q1: 11,007 shares; 2025Q2: 13,508 shares; 2025Q3: 9,159 shares; 2025Q4: 8,594 shares; 2026Q1: 7,099 shares 7,099 $1.23M <0.01% -1,495 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,636 shares; 2024Q4: 14,891 shares; 2025Q1: 30,862 shares; 2025Q2: 31,011 shares; 2025Q3: 26,417 shares; 2025Q4: 25,136 shares; 2026Q1: 23,351 shares 23,351 $1.23M <0.01% -1,785 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,242 shares; 2025Q4: 24,391 shares; 2026Q1: 19,369 shares 19,369 $1.23M <0.01% -5,022 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,278 shares; 2024Q4: 41,358 shares; 2025Q1: 22,904 shares; 2025Q2: 20,507 shares; 2025Q3: 20,090 shares; 2025Q4: 15,828 shares; 2026Q1: 14,118 shares 14,118 $1.23M <0.01% -1,710 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,427 shares; 2024Q4: 61,930 shares; 2025Q1: 61,461 shares; 2025Q2: 61,110 shares; 2025Q3: 62,545 shares; 2025Q4: 50,610 shares; 2026Q1: 53,811 shares 53,811 $1.22M <0.01% +3,201 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,588 shares; 2025Q1: 1,709 shares; 2025Q2: 2,360 shares; 2025Q3: 4,791 shares; 2025Q4: 4,756 shares; 2026Q1: 4,600 shares 4,600 $1.22M <0.01% -156 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,699 shares; 2024Q4: 17,139 shares; 2025Q1: 7,713 shares; 2025Q2: 7,214 shares; 2025Q3: 4,662 shares; 2025Q4: 3,409 shares; 2026Q1: 3,137 shares 3,137 $1.22M <0.01% -272 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,919 shares; 2024Q4: 4,192 shares; 2025Q1: 9,330 shares; 2025Q2: 9,359 shares; 2025Q3: 10,936 shares; 2025Q4: 11,120 shares; 2026Q1: 11,079 shares 11,079 $1.22M <0.01% -41 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,725 shares; 2024Q4: 215,413 shares; 2025Q1: 191,909 shares; 2025Q2: 198,734 shares; 2025Q3: 199,088 shares; 2025Q4: 191,532 shares; 2026Q1: 70,644 shares 70,644 $1.21M <0.01% -120,888 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,837 shares; 2025Q2: 55,867 shares; 2025Q3: 55,306 shares; 2025Q4: 55,074 shares; 2026Q1: 53,977 shares 53,977 $1.21M <0.01% -1,097 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,029 shares; 2024Q4: 7,858 shares; 2025Q1: 7,857 shares; 2025Q2: 7,809 shares; 2025Q3: 7,420 shares; 2025Q4: 7,494 shares; 2026Q1: 7,339 shares 7,339 $1.2M <0.01% -155 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,028 shares; 2025Q1: 4,920 shares; 2025Q2: 5,132 shares; 2025Q3: 4,454 shares; 2025Q4: 4,460 shares; 2026Q1: 4,131 shares 4,131 $1.2M <0.01% -329 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,911 shares; 2024Q4: 173,411 shares; 2025Q1: 208,302 shares; 2025Q2: 221,852 shares; 2025Q3: 225,152 shares; 2025Q4: 226,952 shares; 2026Q1: 230,964 shares 230,964 $1.19M <0.01% +4,012 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,063 shares; 2024Q4: 27,859 shares; 2025Q1: 27,859 shares; 2025Q2: 26,346 shares; 2025Q3: 26,679 shares; 2025Q4: 26,679 shares; 2026Q1: 26,187 shares 26,187 $1.19M <0.01% -492 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,734 shares; 2024Q4: 14,702 shares; 2025Q1: 14,440 shares; 2025Q2: 14,789 shares; 2025Q3: 14,789 shares; 2025Q4: 14,829 shares; 2026Q1: 16,263 shares 16,263 $1.18M <0.01% +1,434 Timeline AFDM 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: 14,576 shares; 2024Q4: 15,283 shares; 2025Q1: 14,840 shares; 2025Q2: 14,573 shares; 2025Q3: 14,398 shares; 2025Q4: 14,372 shares; 2026Q1: 14,372 shares 14,372 $1.18M <0.01% 0 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,092 shares; 2024Q4: 14,926 shares; 2025Q1: 14,328 shares; 2025Q2: 13,878 shares; 2025Q3: 12,018 shares; 2025Q4: 14,751 shares; 2026Q1: 14,415 shares 14,415 $1.17M <0.01% -336 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,993 shares; 2025Q3: 30,296 shares; 2025Q4: 29,367 shares; 2026Q1: 26,441 shares 26,441 $1.16M <0.01% -2,926 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,540 shares; 2024Q4: 171,473 shares; 2025Q1: 92,646 shares; 2025Q2: 91,397 shares; 2025Q3: 116,380 shares; 2025Q4: 160,360 shares; 2026Q1: 159,613 shares 159,613 $1.16M <0.01% -747 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,208 shares; 2024Q4: 19,266 shares; 2025Q1: 20,394 shares; 2025Q2: 22,851 shares; 2025Q3: 23,043 shares; 2025Q4: 27,556 shares; 2026Q1: 28,836 shares 28,836 $1.16M <0.01% +1,280 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,067 shares; 2024Q4: 51,067 shares; 2025Q1: 49,275 shares; 2025Q2: 50,365 shares; 2025Q3: 50,365 shares; 2025Q4: 50,365 shares; 2026Q1: 50,365 shares 50,365 $1.15M <0.01% 0 Timeline FBIZ FIRST BUSINESS FINL SVCS INC More: the full row for FIRST BUSINESS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,240 shares; 2024Q4: 21,240 shares; 2025Q1: 21,240 shares; 2025Q2: 21,240 shares; 2025Q3: 21,240 shares; 2025Q4: 21,240 shares; 2026Q1: 21,240 shares 21,240 $1.15M <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,427 shares; 2024Q4: 36,991 shares; 2025Q1: 45,845 shares; 2025Q2: 55,151 shares; 2025Q3: 93,418 shares; 2025Q4: 13,504 shares; 2026Q1: 13,407 shares 13,407 $1.14M <0.01% -97 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,168 shares; 2025Q1: 3,298 shares; 2025Q2: 3,064 shares; 2025Q3: 2,898 shares; 2025Q4: 2,836 shares; 2026Q1: 2,836 shares 2,836 $1.13M <0.01% 0 Timeline FITE 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: 6,691 shares; 2025Q2: 7,063 shares; 2025Q3: 12,797 shares; 2025Q4: 12,902 shares; 2026Q1: 13,233 shares 13,233 $1.13M <0.01% +331 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 5,061 shares; 2025Q1: 4,894 shares; 2025Q2: 4,677 shares; 2025Q3: 4,622 shares; 2025Q4: 5,088 shares; 2026Q1: 5,022 shares 5,022 $1.13M <0.01% -66 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 196,950 shares; 2025Q2: 203,993 shares; 2025Q3: 207,616 shares; 2025Q4: 212,396 shares; 2026Q1: 32,859 shares 32,859 $1.13M <0.01% -179,537 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,289 shares; 2026Q1: 45,291 shares 45,291 $1.13M <0.01% -998 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 16,761 shares 16,761 $1.11M <0.01% new Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,375 shares; 2024Q4: 20,007 shares; 2025Q1: 19,926 shares; 2025Q2: 19,765 shares; 2025Q3: 19,734 shares; 2025Q4: 19,412 shares; 2026Q1: 20,054 shares 20,054 $1.1M <0.01% +642 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,237 shares; 2024Q4: 3,785 shares; 2025Q1: 3,756 shares; 2025Q2: 8,648 shares; 2025Q3: 17,443 shares; 2025Q4: 4,197 shares; 2026Q1: 4,119 shares 4,119 $1.1M <0.01% -78 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,487 shares; 2025Q1: not reported; 2025Q2: 4,533 shares; 2025Q3: 4,413 shares; 2025Q4: 22,895 shares; 2026Q1: 23,371 shares 23,371 $1.1M <0.01% +476 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,803 shares 27,803 $1.1M <0.01% new Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 742 shares; 2025Q1: 853 shares; 2025Q2: 871 shares; 2025Q3: 924 shares; 2025Q4: 948 shares; 2026Q1: 912 shares 912 $1.09M <0.01% -36 BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,528 shares; 2024Q4: 50,873 shares; 2025Q1: 50,927 shares; 2025Q2: 51,511 shares; 2025Q3: 67,795 shares; 2025Q4: 67,369 shares; 2026Q1: 66,871 shares 66,871 $1.08M <0.01% -498 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,040 shares; 2025Q1: 75,176 shares; 2025Q2: 73,752 shares; 2025Q3: 70,885 shares; 2025Q4: 69,926 shares; 2026Q1: 79,440 shares 79,440 $1.08M <0.01% +9,514 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,011 shares; 2024Q4: 24,191 shares; 2025Q1: 24,030 shares; 2025Q2: 23,161 shares; 2025Q3: 29,000 shares; 2025Q4: 29,151 shares; 2026Q1: 41,994 shares 41,994 $1.06M <0.01% +12,843 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,022 shares; 2024Q4: 8,315 shares; 2025Q1: 8,167 shares; 2025Q2: 8,142 shares; 2025Q3: 6,584 shares; 2025Q4: 7,004 shares; 2026Q1: 7,320 shares 7,320 $1.06M <0.01% +316 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,669 shares; 2024Q4: 6,973 shares; 2025Q1: 9,367 shares; 2025Q2: 14,853 shares; 2025Q3: 14,217 shares; 2025Q4: 15,757 shares; 2026Q1: 18,157 shares 18,157 $1.06M <0.01% +2,400 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,285 shares; 2024Q4: 5,384 shares; 2025Q1: 5,219 shares; 2025Q2: 5,247 shares; 2025Q3: 5,219 shares; 2025Q4: 5,356 shares; 2026Q1: 5,241 shares 5,241 $1.06M <0.01% -115 Timeline SCHA 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: 9,081 shares; 2024Q4: 18,952 shares; 2025Q1: 24,504 shares; 2025Q2: 30,671 shares; 2025Q3: 27,494 shares; 2025Q4: 287,178 shares; 2026Q1: 36,247 shares 36,247 $1.05M <0.01% -250,931 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,576 shares; 2024Q4: 8,576 shares; 2025Q1: 8,790 shares; 2025Q2: 8,606 shares; 2025Q3: 8,606 shares; 2025Q4: 8,911 shares; 2026Q1: 8,866 shares 8,866 $1.04M <0.01% -45 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,290 shares; 2024Q4: 47,398 shares; 2025Q1: 40,993 shares; 2025Q2: 41,168 shares; 2025Q3: 42,652 shares; 2025Q4: 42,833 shares; 2026Q1: 10,413 shares 10,413 $1.04M <0.01% -32,420 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,758 shares; 2024Q4: 27,681 shares; 2025Q1: 25,344 shares; 2025Q2: 24,613 shares; 2025Q3: 21,644 shares; 2025Q4: 20,132 shares; 2026Q1: 19,523 shares 19,523 $1.03M <0.01% -609 Timeline KBE 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: 31,688 shares; 2024Q4: 32,726 shares; 2025Q1: 31,925 shares; 2025Q2: 17,210 shares; 2025Q3: 17,202 shares; 2025Q4: 33,885 shares; 2026Q1: 17,252 shares 17,252 $1.03M <0.01% -16,633 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,515 shares; 2024Q4: 21,791 shares; 2025Q1: 23,722 shares; 2025Q2: 31,398 shares; 2025Q3: 29,991 shares; 2025Q4: 33,486 shares; 2026Q1: 30,404 shares 30,404 $1.02M <0.01% -3,082 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 16,498 shares; 2025Q1: 16,597 shares; 2025Q2: 16,119 shares; 2025Q3: 15,851 shares; 2025Q4: 15,851 shares; 2026Q1: 15,585 shares 15,585 $1.01M <0.01% -266 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,359 shares; 2024Q4: 33,704 shares; 2025Q1: 25,219 shares; 2025Q2: 19,684 shares; 2025Q3: 19,469 shares; 2025Q4: 17,715 shares; 2026Q1: 24,395 shares 24,395 $1.01M <0.01% +6,680 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,052 shares; 2024Q4: 44,052 shares; 2025Q1: 49,816 shares; 2025Q2: 49,816 shares; 2025Q3: 38,245 shares; 2025Q4: 38,245 shares; 2026Q1: 38,245 shares 38,245 $994K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,969 shares; 2024Q4: 31,947 shares; 2025Q1: 24,534 shares; 2025Q2: 28,359 shares; 2025Q3: 28,221 shares; 2025Q4: 27,927 shares; 2026Q1: 27,269 shares 27,269 $993K <0.01% -658 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,443 shares; 2024Q4: 29,443 shares; 2025Q1: 29,443 shares; 2025Q2: 29,443 shares; 2025Q3: 29,443 shares; 2025Q4: 29,443 shares; 2026Q1: 29,443 shares 29,443 $991K <0.01% 0 Timeline PDP 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: 10,845 shares; 2024Q4: 10,697 shares; 2025Q1: 8,665 shares; 2025Q2: 7,809 shares; 2025Q3: 7,817 shares; 2025Q4: 7,771 shares; 2026Q1: 8,190 shares 8,190 $989K <0.01% +419 Timeline FXU 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: 16,329 shares; 2024Q4: 15,118 shares; 2025Q1: 112,006 shares; 2025Q2: 111,963 shares; 2025Q3: 107,368 shares; 2025Q4: 100,925 shares; 2026Q1: 19,855 shares 19,855 $985K <0.01% -81,070 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,588 shares; 2025Q1: 2,352 shares; 2025Q2: 2,549 shares; 2025Q3: 2,315 shares; 2025Q4: 2,729 shares; 2026Q1: 2,939 shares 2,939 $981K <0.01% +210 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,986 shares; 2024Q4: 16,302 shares; 2025Q1: 16,622 shares; 2025Q2: 16,266 shares; 2025Q3: 15,866 shares; 2025Q4: 15,848 shares; 2026Q1: 15,068 shares 15,068 $979K <0.01% -780 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,820 shares; 2024Q4: 10,908 shares; 2025Q1: 10,477 shares; 2025Q2: 10,715 shares; 2025Q3: 10,951 shares; 2025Q4: 10,806 shares; 2026Q1: 11,004 shares 11,004 $974K <0.01% +198 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,592 shares; 2025Q1: 4,237 shares; 2025Q2: 4,085 shares; 2025Q3: 3,880 shares; 2025Q4: 3,404 shares; 2026Q1: 3,199 shares 3,199 $972K <0.01% -205 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,228 shares; 2024Q4: 5,947 shares; 2025Q1: 6,286 shares; 2025Q2: 7,518 shares; 2025Q3: 8,120 shares; 2025Q4: 9,023 shares; 2026Q1: 15,661 shares 15,661 $966K <0.01% +6,638 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,191 shares; 2025Q1: 51,181 shares; 2025Q2: 39,926 shares; 2025Q3: 35,000 shares; 2025Q4: 31,775 shares; 2026Q1: 20,000 shares 20,000 $959K <0.01% -11,775 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,814 shares; 2024Q4: 79,125 shares; 2025Q1: 80,654 shares; 2025Q2: 81,377 shares; 2025Q3: 81,092 shares; 2025Q4: 3,931 shares; 2026Q1: 3,960 shares 3,960 $958K <0.01% +29 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,203 shares; 2025Q1: 3,082 shares; 2025Q2: 3,666 shares; 2025Q3: 3,264 shares; 2025Q4: 3,181 shares; 2026Q1: 3,181 shares 3,181 $950K <0.01% 0 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,075 shares; 2024Q4: 138,970 shares; 2025Q1: 158,500 shares; 2025Q2: 153,513 shares; 2025Q3: 147,506 shares; 2025Q4: 157,625 shares; 2026Q1: 123,619 shares 123,619 $948K <0.01% -34,006 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,294 shares; 2025Q4: 187,011 shares; 2026Q1: 198,261 shares 198,261 $948K <0.01% +11,250 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 19,512 shares; 2025Q1: 19,163 shares; 2025Q2: 19,301 shares; 2025Q3: 19,239 shares; 2025Q4: 19,221 shares; 2026Q1: 26,653 shares 26,653 $945K <0.01% +7,432 Timeline FNDA 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: 28,163 shares; 2024Q4: 42,421 shares; 2025Q1: 42,542 shares; 2025Q2: 14,407 shares; 2025Q3: 21,355 shares; 2025Q4: 27,376 shares; 2026Q1: 29,012 shares 29,012 $941K <0.01% +1,636 Timeline VIOO 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: 4,384 shares; 2024Q4: 6,858 shares; 2025Q1: 7,507 shares; 2025Q2: 7,762 shares; 2025Q3: 7,641 shares; 2025Q4: 7,883 shares; 2026Q1: 8,193 shares 8,193 $941K <0.01% +310 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,738 shares; 2025Q2: 8,434 shares; 2025Q3: 11,071 shares; 2025Q4: 12,619 shares; 2026Q1: 15,878 shares 15,878 $940K <0.01% +3,259 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,319 shares; 2024Q4: 18,416 shares; 2025Q1: 88,634 shares; 2025Q2: 106,473 shares; 2025Q3: 15,533 shares; 2025Q4: 16,300 shares; 2026Q1: 14,685 shares 14,685 $935K <0.01% -1,615 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,540 shares; 2024Q4: 16,181 shares; 2025Q1: 16,168 shares; 2025Q2: 16,167 shares; 2025Q3: 18,167 shares; 2025Q4: 20,611 shares; 2026Q1: 20,570 shares 20,570 $929K <0.01% -41 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,200 shares; 2024Q4: 20,239 shares; 2025Q1: 20,369 shares; 2025Q2: 20,074 shares; 2025Q3: 19,088 shares; 2025Q4: 19,010 shares; 2026Q1: 19,596 shares 19,596 $921K <0.01% +586 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,676 shares; 2024Q4: 21,234 shares; 2025Q1: 29,672 shares; 2025Q2: 9,848 shares; 2025Q3: 9,059 shares; 2025Q4: 11,698 shares; 2026Q1: 11,766 shares 11,766 $918K <0.01% +68 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 3,236 shares; 2025Q1: 3,976 shares; 2025Q2: 3,699 shares; 2025Q3: 3,718 shares; 2025Q4: 3,614 shares; 2026Q1: 3,668 shares 3,668 $917K <0.01% +54 Timeline KIO KKR INCOME OPPORTUNITIES FD More: the full row for KKR INCOME OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,786 shares; 2025Q2: 41,236 shares; 2025Q3: 48,336 shares; 2025Q4: 90,238 shares; 2026Q1: 83,144 shares 83,144 $915K <0.01% -7,094 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,429 shares; 2024Q4: 25,544 shares; 2025Q1: 24,782 shares; 2025Q2: 24,990 shares; 2025Q3: 20,735 shares; 2025Q4: 24,527 shares; 2026Q1: 24,537 shares 24,537 $914K <0.01% +10 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229 shares; 2024Q4: 3,432 shares; 2025Q1: 3,401 shares; 2025Q2: 3,239 shares; 2025Q3: 3,152 shares; 2025Q4: 3,131 shares; 2026Q1: 3,118 shares 3,118 $912K <0.01% -13 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,863 shares; 2024Q4: 13,688 shares; 2025Q1: 12,992 shares; 2025Q2: 12,080 shares; 2025Q3: 14,252 shares; 2025Q4: 14,037 shares; 2026Q1: 14,847 shares 14,847 $912K <0.01% +810 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 6,473 shares; 2025Q1: 6,211 shares; 2025Q2: 5,726 shares; 2025Q3: 5,681 shares; 2025Q4: 5,632 shares; 2026Q1: 5,269 shares 5,269 $912K <0.01% -363 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,708 shares; 2024Q4: 6,496 shares; 2025Q1: 6,337 shares; 2025Q2: 6,345 shares; 2025Q3: 5,339 shares; 2025Q4: 5,307 shares; 2026Q1: 4,964 shares 4,964 $905K <0.01% -343 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,589 shares; 2024Q4: 27,663 shares; 2025Q1: 38,079 shares; 2025Q2: 38,838 shares; 2025Q3: 39,037 shares; 2025Q4: 37,561 shares; 2026Q1: 86,804 shares 86,804 $903K <0.01% +49,243 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,585 shares; 2024Q4: 143,571 shares; 2025Q1: 142,848 shares; 2025Q2: 147,427 shares; 2025Q3: 153,958 shares; 2025Q4: 164,862 shares; 2026Q1: 14,301 shares 14,301 $901K <0.01% -150,561 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 8,739 shares; 2025Q1: 9,244 shares; 2025Q2: 8,797 shares; 2025Q3: 7,753 shares; 2025Q4: 7,642 shares; 2026Q1: 7,743 shares 7,743 $897K <0.01% +101 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 35,204 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $897K <0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,652 shares; 2026Q1: 11,075 shares 11,075 $896K <0.01% +423 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,600 shares; 2024Q4: 12,651 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,648 shares; 2026Q1: 12,173 shares 12,173 $895K <0.01% -475 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,421 shares; 2025Q2: 9,176 shares; 2025Q3: 17,661 shares; 2025Q4: 19,496 shares; 2026Q1: 19,073 shares 19,073 $895K <0.01% -423 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 35,224 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $894K <0.01% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $890K <0.01% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 9,875 shares; 2025Q1: 9,852 shares; 2025Q2: 9,325 shares; 2025Q3: 9,214 shares; 2025Q4: 9,675 shares; 2026Q1: 9,636 shares 9,636 $888K <0.01% -39 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: 4,378 shares; 2025Q1: 4,798 shares; 2025Q2: 4,692 shares; 2025Q3: 7,215 shares; 2025Q4: 4,427 shares; 2026Q1: 4,293 shares 4,293 $887K <0.01% -134 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,214 shares; 2024Q4: 24,412 shares; 2025Q1: 27,175 shares; 2025Q2: 26,534 shares; 2025Q3: 59,795 shares; 2025Q4: 20,656 shares; 2026Q1: 16,312 shares 16,312 $885K <0.01% -4,344 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,865 shares; 2024Q4: 17,865 shares; 2025Q1: 17,745 shares; 2025Q2: 17,745 shares; 2025Q3: 17,555 shares; 2025Q4: 17,656 shares; 2026Q1: 17,475 shares 17,475 $882K <0.01% -181 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,723 shares; 2024Q4: 31,419 shares; 2025Q1: 20,504 shares; 2025Q2: 20,502 shares; 2025Q3: 19,221 shares; 2025Q4: 19,286 shares; 2026Q1: 19,798 shares 19,798 $880K <0.01% +512 Timeline QXO QXO INC More: the full row for QXO 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: 11,000 shares; 2025Q4: 49,500 shares; 2026Q1: 45,100 shares 45,100 $876K <0.01% -4,400 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,594 shares; 2024Q4: 360,467 shares; 2025Q1: 392,851 shares; 2025Q2: 396,393 shares; 2025Q3: 371,408 shares; 2025Q4: 353,637 shares; 2026Q1: 123,499 shares 123,499 $874K <0.01% -230,138 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,363 shares; 2024Q4: 8,247 shares; 2025Q1: 8,374 shares; 2025Q2: 8,694 shares; 2025Q3: 10,068 shares; 2025Q4: 9,523 shares; 2026Q1: 10,505 shares 10,505 $870K <0.01% +982 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,858 shares; 2024Q4: 71,394 shares; 2025Q1: 60,727 shares; 2025Q2: 49,473 shares; 2025Q3: 62,252 shares; 2025Q4: 51,653 shares; 2026Q1: 50,998 shares 50,998 $866K <0.01% -655 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,017 shares; 2024Q4: 46,584 shares; 2025Q1: 43,062 shares; 2025Q2: 38,351 shares; 2025Q3: 38,200 shares; 2025Q4: 43,093 shares; 2026Q1: 59,830 shares 59,830 $863K <0.01% +16,737 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,928 shares; 2025Q1: 6,158 shares; 2025Q2: 6,595 shares; 2025Q3: 7,455 shares; 2025Q4: 6,847 shares; 2026Q1: 6,940 shares 6,940 $848K <0.01% +93 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,139 shares; 2026Q1: 2,402 shares 2,402 $844K <0.01% -737 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,252 shares; 2025Q1: 1,236 shares; 2025Q2: 1,253 shares; 2025Q3: 1,270 shares; 2025Q4: 1,364 shares; 2026Q1: 1,394 shares 1,394 $843K <0.01% +30 Timeline SABA SABA CAPITAL INCOME & OPPORT More: the full row for SABA CAPITAL INCOME & OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,367 shares; 2024Q4: 33,040 shares; 2025Q1: 49,264 shares; 2025Q2: 99,116 shares; 2025Q3: 93,952 shares; 2025Q4: 101,818 shares; 2026Q1: 100,930 shares 100,930 $840K <0.01% -888 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,076 shares; 2024Q4: 43,369 shares; 2025Q1: 40,977 shares; 2025Q2: 54,018 shares; 2025Q3: 27,100 shares; 2025Q4: 32,126 shares; 2026Q1: 37,688 shares 37,688 $839K <0.01% +5,562 Timeline SCHE 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: 25,159 shares; 2024Q4: 28,982 shares; 2025Q1: 23,498 shares; 2025Q2: 24,826 shares; 2025Q3: 24,313 shares; 2025Q4: 24,858 shares; 2026Q1: 25,428 shares 25,428 $838K <0.01% +570 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,571 shares; 2024Q4: 14,959 shares; 2025Q1: 14,468 shares; 2025Q2: 14,073 shares; 2025Q3: 13,873 shares; 2025Q4: 13,899 shares; 2026Q1: 14,998 shares 14,998 $834K <0.01% +1,099 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,575 shares; 2025Q2: 9,118 shares; 2025Q3: 8,279 shares; 2025Q4: 8,737 shares; 2026Q1: 10,556 shares 10,556 $831K <0.01% +1,819 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,456 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,448 shares; 2025Q3: 7,143 shares; 2025Q4: 7,143 shares; 2026Q1: 6,951 shares 6,951 $831K <0.01% -192 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,299 shares; 2025Q1: 3,279 shares; 2025Q2: 3,580 shares; 2025Q3: 3,686 shares; 2025Q4: 3,643 shares; 2026Q1: 7,608 shares 7,608 $830K <0.01% +3,965 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,133 shares; 2026Q1: 11,000 shares 11,000 $829K <0.01% -133 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,112 shares 103,112 $829K <0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,079 shares; 2024Q4: 40,445 shares; 2025Q1: 40,479 shares; 2025Q2: 38,550 shares; 2025Q3: 56,444 shares; 2025Q4: 12,917 shares; 2026Q1: 13,683 shares 13,683 $826K <0.01% +766 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,459 shares; 2024Q4: 26,165 shares; 2025Q1: 22,905 shares; 2025Q2: 25,531 shares; 2025Q3: 24,280 shares; 2025Q4: 24,514 shares; 2026Q1: 23,277 shares 23,277 $826K <0.01% -1,237 Timeline ATII ARCHIMEDES TECH SPAC PARTNER More: the full row for ARCHIMEDES TECH SPAC PARTNER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,500 shares; 2026Q1: 78,500 shares 78,500 $819K <0.01% 0 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 8,304 shares; 2025Q1: 8,143 shares; 2025Q2: 8,179 shares; 2025Q3: 7,842 shares; 2025Q4: 7,671 shares; 2026Q1: 7,305 shares 7,305 $818K <0.01% -366 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME 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: 56,469 shares; 2025Q3: 56,865 shares; 2025Q4: 56,458 shares; 2026Q1: 75,119 shares 75,119 $814K <0.01% +18,661 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,563 shares; 2024Q4: 17,156 shares; 2025Q1: 17,136 shares; 2025Q2: 17,172 shares; 2025Q3: 17,151 shares; 2025Q4: 13,313 shares; 2026Q1: 13,460 shares 13,460 $812K <0.01% +147 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,888 shares; 2025Q1: 2,681 shares; 2025Q2: 2,206 shares; 2025Q3: 2,458 shares; 2025Q4: 2,530 shares; 2026Q1: 2,512 shares 2,512 $811K <0.01% -18 Timeline NPAC NEW PROVIDENCE ACQUISITION C More: the full row for NEW PROVIDENCE ACQUISITION C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,780 shares; 2026Q1: 78,780 shares 78,780 $808K <0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 3,218 shares; 2025Q1: 3,478 shares; 2025Q2: 3,697 shares; 2025Q3: 3,294 shares; 2025Q4: 3,239 shares; 2026Q1: 3,217 shares 3,217 $807K <0.01% -22 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,928 shares 4,928 $805K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,014 shares; 2024Q4: 19,227 shares; 2025Q1: 8,031 shares; 2025Q2: 4,609 shares; 2025Q3: 7,302 shares; 2025Q4: 4,207 shares; 2026Q1: 4,481 shares 4,481 $804K <0.01% +274 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,790 shares; 2024Q4: 12,790 shares; 2025Q1: 12,790 shares; 2025Q2: 12,790 shares; 2025Q3: 12,890 shares; 2025Q4: 12,890 shares; 2026Q1: 12,890 shares 12,890 $803K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,955 shares; 2024Q4: 16,281 shares; 2025Q1: 70,611 shares; 2025Q2: 89,911 shares; 2025Q3: 12,648 shares; 2025Q4: 4,762 shares; 2026Q1: 5,064 shares 5,064 $802K <0.01% +302 Timeline NIM NUVEEN SELECT MAT MUN FD More: the full row for NUVEEN SELECT MAT MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,989 shares; 2024Q4: 79,859 shares; 2025Q1: 78,637 shares; 2025Q2: 78,189 shares; 2025Q3: 85,485 shares; 2025Q4: 84,509 shares; 2026Q1: 84,786 shares 84,786 $801K <0.01% +277 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,117 shares; 2024Q4: 11,776 shares; 2025Q1: 14,299 shares; 2025Q2: 14,299 shares; 2025Q3: 14,717 shares; 2025Q4: 13,788 shares; 2026Q1: 13,788 shares 13,788 $801K <0.01% 0 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,566 shares; 2024Q4: 152,296 shares; 2025Q1: 168,584 shares; 2025Q2: 169,130 shares; 2025Q3: 174,105 shares; 2025Q4: 170,737 shares; 2026Q1: 172,509 shares 172,509 $799K <0.01% +1,772 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,272 shares; 2025Q1: 4,287 shares; 2025Q2: 5,205 shares; 2025Q3: 6,930 shares; 2025Q4: 11,427 shares; 2026Q1: 10,702 shares 10,702 $796K <0.01% -725 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,517 shares 70,517 $795K <0.01% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,499 shares; 2025Q2: 2,625 shares; 2025Q3: 4,636 shares; 2025Q4: 8,518 shares; 2026Q1: 7,050 shares 7,050 $790K <0.01% -1,468 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,738 shares; 2025Q1: 2,941 shares; 2025Q2: 3,517 shares; 2025Q3: 3,609 shares; 2025Q4: 3,559 shares; 2026Q1: 3,593 shares 3,593 $786K <0.01% +34 Timeline PHO 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: 12,585 shares; 2024Q4: 12,385 shares; 2025Q1: 12,582 shares; 2025Q2: 13,692 shares; 2025Q3: 13,557 shares; 2025Q4: 12,695 shares; 2026Q1: 11,741 shares 11,741 $785K <0.01% -954 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,754 shares; 2024Q4: 7,856 shares; 2025Q1: 7,997 shares; 2025Q2: 7,865 shares; 2025Q3: 8,287 shares; 2025Q4: 10,867 shares; 2026Q1: 11,677 shares 11,677 $774K <0.01% +810 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,442 shares; 2024Q4: 8,660 shares; 2025Q1: 9,683 shares; 2025Q2: 4,673 shares; 2025Q3: 12,748 shares; 2025Q4: 9,691 shares; 2026Q1: 4,213 shares 4,213 $772K <0.01% -5,478 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,448 shares; 2024Q4: 8,284 shares; 2025Q1: 7,061 shares; 2025Q2: 6,669 shares; 2025Q3: 8,104 shares; 2025Q4: 14,839 shares; 2026Q1: 16,484 shares 16,484 $767K <0.01% +1,645 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,310 shares; 2024Q4: 9,824 shares; 2025Q1: 9,329 shares; 2025Q2: 10,091 shares; 2025Q3: 9,593 shares; 2025Q4: 6,499 shares; 2026Q1: 6,302 shares 6,302 $764K <0.01% -197 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,892 shares; 2024Q4: 46,734 shares; 2025Q1: 40,551 shares; 2025Q2: 46,014 shares; 2025Q3: 48,687 shares; 2025Q4: 49,522 shares; 2026Q1: 53,454 shares 53,454 $763K <0.01% +3,932 Timeline SMIG 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: 24,349 shares; 2025Q4: 25,507 shares; 2026Q1: 25,986 shares 25,986 $763K <0.01% +479 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,647 shares; 2025Q2: 23,398 shares; 2025Q3: 21,764 shares; 2025Q4: 20,866 shares; 2026Q1: 19,301 shares 19,301 $757K <0.01% -1,565 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 7,467 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 8,100 shares; 2025Q4: 8,132 shares; 2026Q1: 6,752 shares 6,752 $751K <0.01% -1,380 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,233 shares; 2024Q4: 54,194 shares; 2025Q1: 27,046 shares; 2025Q2: 32,961 shares; 2025Q3: 32,961 shares; 2025Q4: 32,397 shares; 2026Q1: 26,918 shares 26,918 $748K <0.01% -5,479 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,496 shares; 2025Q3: 2,487 shares; 2025Q4: 2,501 shares; 2026Q1: 2,517 shares 2,517 $748K <0.01% +16 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,519 shares; 2024Q4: 7,181 shares; 2025Q1: 7,019 shares; 2025Q2: 6,875 shares; 2025Q3: 6,875 shares; 2025Q4: 6,934 shares; 2026Q1: 6,819 shares 6,819 $744K <0.01% -115 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,726 shares; 2024Q4: 77,737 shares; 2025Q1: 50,832 shares; 2025Q2: 52,436 shares; 2025Q3: 58,215 shares; 2025Q4: 50,609 shares; 2026Q1: 44,246 shares 44,246 $743K <0.01% -6,363 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,267 shares; 2024Q4: 3,880 shares; 2025Q1: 3,949 shares; 2025Q2: 3,769 shares; 2025Q3: 4,166 shares; 2025Q4: 3,807 shares; 2026Q1: 3,520 shares 3,520 $743K <0.01% -287 Timeline IGA VOYA GLBL ADV & PREM OPP FD More: the full row for VOYA GLBL ADV & PREM OPP FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,637 shares; 2025Q2: 115,096 shares; 2025Q3: 90,447 shares; 2025Q4: 92,051 shares; 2026Q1: 77,601 shares 77,601 $742K <0.01% -14,450 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,456 shares; 2025Q4: 45,801 shares; 2026Q1: 46,618 shares 46,618 $742K <0.01% +817 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,877 shares; 2024Q4: 4,848 shares; 2025Q1: 4,798 shares; 2025Q2: 5,078 shares; 2025Q3: 5,714 shares; 2025Q4: 5,769 shares; 2026Q1: 5,864 shares 5,864 $741K <0.01% +95 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,761 shares; 2025Q4: 7,767 shares; 2026Q1: 20,702 shares 20,702 $739K <0.01% +12,935 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,612 shares; 2024Q4: 55,545 shares; 2025Q1: 63,671 shares; 2025Q2: 65,935 shares; 2025Q3: 62,053 shares; 2025Q4: 60,353 shares; 2026Q1: 61,303 shares 61,303 $739K <0.01% +950 Timeline FNY 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: 7,636 shares; 2024Q4: 8,350 shares; 2025Q1: 8,268 shares; 2025Q2: 7,778 shares; 2025Q3: 7,777 shares; 2025Q4: 8,002 shares; 2026Q1: 8,153 shares 8,153 $738K <0.01% +151 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,944 shares; 2024Q4: 16,944 shares; 2025Q1: 16,944 shares; 2025Q2: 17,894 shares; 2025Q3: 17,694 shares; 2025Q4: 17,694 shares; 2026Q1: 17,694 shares 17,694 $737K <0.01% 0 Timeline IBDS 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: 23,547 shares; 2024Q4: 26,122 shares; 2025Q1: 25,956 shares; 2025Q2: 24,909 shares; 2025Q3: 24,356 shares; 2025Q4: 25,226 shares; 2026Q1: 30,344 shares 30,344 $736K <0.01% +5,118 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,301 shares 18,301 $734K <0.01% new Timeline ALT ALTIMMUNE INC More: the full row for ALTIMMUNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,440 shares; 2025Q1: 59,440 shares; 2025Q2: 59,440 shares; 2025Q3: 119,440 shares; 2025Q4: 119,440 shares; 2026Q1: 237,522 shares 237,522 $732K <0.01% +118,082 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,885 shares; 2024Q4: 94,547 shares; 2025Q1: 92,652 shares; 2025Q2: 87,526 shares; 2025Q3: 87,384 shares; 2025Q4: 87,316 shares; 2026Q1: 85,416 shares 85,416 $728K <0.01% -1,900 Timeline FNDX 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: not reported; 2025Q1: 26,274 shares; 2025Q2: 26,919 shares; 2025Q3: 21,849 shares; 2025Q4: 23,653 shares; 2026Q1: 25,994 shares 25,994 $724K <0.01% +2,341 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,202 shares; 2024Q4: 29,877 shares; 2025Q1: 28,954 shares; 2025Q2: 31,094 shares; 2025Q3: 31,394 shares; 2025Q4: 34,490 shares; 2026Q1: 32,725 shares 32,725 $723K <0.01% -1,765 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,527 shares; 2026Q1: 15,332 shares 15,332 $723K <0.01% +3,805 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,929 shares; 2024Q4: 29,215 shares; 2025Q1: 27,651 shares; 2025Q2: 28,544 shares; 2025Q3: 25,344 shares; 2025Q4: 20,099 shares; 2026Q1: 23,909 shares 23,909 $720K <0.01% +3,810 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,089 shares; 2024Q4: 14,297 shares; 2025Q1: 13,843 shares; 2025Q2: 13,843 shares; 2025Q3: 13,445 shares; 2025Q4: 16,248 shares; 2026Q1: 15,867 shares 15,867 $720K <0.01% -381 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,822 shares; 2025Q4: 7,188 shares; 2026Q1: 6,962 shares 6,962 $720K <0.01% -226 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,593 shares; 2024Q4: 21,285 shares; 2025Q1: 17,537 shares; 2025Q2: 7,647 shares; 2025Q3: 7,635 shares; 2025Q4: 6,938 shares; 2026Q1: 6,808 shares 6,808 $716K <0.01% -130 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,878 shares; 2024Q4: 49,062 shares; 2025Q1: 48,788 shares; 2025Q2: 55,784 shares; 2025Q3: 57,208 shares; 2025Q4: 56,225 shares; 2026Q1: 56,400 shares 56,400 $711K <0.01% +175 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,248 shares; 2024Q4: 8,800 shares; 2025Q1: 8,681 shares; 2025Q2: 7,961 shares; 2025Q3: 7,666 shares; 2025Q4: 6,871 shares; 2026Q1: 6,709 shares 6,709 $709K <0.01% -162 Timeline IBND 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: 24,071 shares; 2025Q3: 25,007 shares; 2025Q4: 24,245 shares; 2026Q1: 22,723 shares 22,723 $706K <0.01% -1,522 Timeline QQXT 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: 10,574 shares; 2024Q4: 6,284 shares; 2025Q1: 6,062 shares; 2025Q2: 53,463 shares; 2025Q3: 45,369 shares; 2025Q4: 10,304 shares; 2026Q1: 7,221 shares 7,221 $705K <0.01% -3,083 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is 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: 43,841 shares 43,841 $705K <0.01% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS 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: 47,250 shares; 2025Q3: 68,089 shares; 2025Q4: 68,240 shares; 2026Q1: 86,313 shares 86,313 $703K <0.01% +18,073 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 12,138 shares; 2025Q1: 12,495 shares; 2025Q2: 12,269 shares; 2025Q3: 2,071 shares; 2025Q4: 1,850 shares; 2026Q1: 1,960 shares 1,960 $703K <0.01% +110 Timeline JHS HANCOCK JOHN INCOME SECS TR More: the full row for HANCOCK JOHN INCOME SECS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,090 shares; 2024Q4: 48,487 shares; 2025Q1: 48,516 shares; 2025Q2: 60,103 shares; 2025Q3: 60,526 shares; 2025Q4: 60,105 shares; 2026Q1: 63,798 shares 63,798 $698K <0.01% +3,693 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,525 shares; 2025Q1: 1,273 shares; 2025Q2: 2,844 shares; 2025Q3: 5,756 shares; 2025Q4: 3,240 shares; 2026Q1: 3,384 shares 3,384 $697K <0.01% +144 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,345 shares; 2024Q4: 47,945 shares; 2025Q1: 47,945 shares; 2025Q2: 47,945 shares; 2025Q3: 47,945 shares; 2025Q4: 112,767 shares; 2026Q1: 39,575 shares 39,575 $697K <0.01% -73,192 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,845 shares; 2024Q4: 195,845 shares; 2025Q1: 195,845 shares; 2025Q2: 189,845 shares; 2025Q3: 161,575 shares; 2025Q4: 157,540 shares; 2026Q1: 198,540 shares 198,540 $697K <0.01% +41,000 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,061 shares 7,061 $696K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,243 shares; 2024Q4: 22,805 shares; 2025Q1: 20,435 shares; 2025Q2: 17,527 shares; 2025Q3: 16,753 shares; 2025Q4: 11,669 shares; 2026Q1: 10,625 shares 10,625 $694K <0.01% -1,044 Timeline JOF JAPAN SMALLER CAPITALIZATION More: the full row for JAPAN SMALLER CAPITALIZATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,695 shares; 2024Q4: 80,421 shares; 2025Q1: 79,058 shares; 2025Q2: 65,663 shares; 2025Q3: 65,663 shares; 2025Q4: 63,928 shares; 2026Q1: 63,423 shares 63,423 $691K <0.01% -505 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,898 shares; 2024Q4: 11,119 shares; 2025Q1: 10,440 shares; 2025Q2: 11,090 shares; 2025Q3: 10,535 shares; 2025Q4: 10,603 shares; 2026Q1: 10,694 shares 10,694 $691K <0.01% +91 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,345 shares; 2024Q4: 25,620 shares; 2025Q1: 32,366 shares; 2025Q2: 32,882 shares; 2025Q3: 32,749 shares; 2025Q4: 32,346 shares; 2026Q1: 32,533 shares 32,533 $689K <0.01% +187 Timeline IVOO 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: 3,861 shares; 2024Q4: 3,662 shares; 2025Q1: 4,793 shares; 2025Q2: 5,264 shares; 2025Q3: 5,665 shares; 2025Q4: 7,404 shares; 2026Q1: 6,007 shares 6,007 $687K <0.01% -1,397 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,097 shares; 2025Q2: 66,347 shares; 2025Q3: 136,148 shares; 2025Q4: 155,001 shares; 2026Q1: 193,250 shares 193,250 $686K <0.01% +38,249 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,954 shares; 2025Q3: 3,678 shares; 2025Q4: 3,679 shares; 2026Q1: 8,397 shares 8,397 $684K <0.01% +4,718 Timeline QQQJ 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: 22,488 shares; 2024Q4: 22,580 shares; 2025Q1: 15,488 shares; 2025Q2: 16,589 shares; 2025Q3: 17,951 shares; 2025Q4: 18,077 shares; 2026Q1: 18,892 shares 18,892 $684K <0.01% +815 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,860 shares; 2026Q1: 3,312 shares 3,312 $683K <0.01% +1,452 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,248 shares; 2025Q3: 6,247 shares; 2025Q4: 6,247 shares; 2026Q1: 5,898 shares 5,898 $683K <0.01% -349 Timeline FLC FLAHERTY & CRUMRINE TOTAL RE More: the full row for FLAHERTY & CRUMRINE TOTAL RE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,108 shares; 2025Q2: 41,340 shares; 2025Q3: 41,623 shares; 2025Q4: 41,309 shares; 2026Q1: 40,976 shares 40,976 $680K <0.01% -333 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,465 shares 5,465 $680K <0.01% new Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,408 shares; 2025Q3: 3,153 shares; 2025Q4: 3,559 shares; 2026Q1: 3,608 shares 3,608 $678K <0.01% +49 Timeline IBDR 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: 23,340 shares; 2024Q4: 24,771 shares; 2025Q1: 24,525 shares; 2025Q2: 24,004 shares; 2025Q3: 22,846 shares; 2025Q4: 23,748 shares; 2026Q1: 27,972 shares 27,972 $678K <0.01% +4,224 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,709 shares 1,709 $674K <0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 3,658 shares; 2025Q1: 3,658 shares; 2025Q2: 4,201 shares; 2025Q3: 4,201 shares; 2025Q4: 4,201 shares; 2026Q1: 4,201 shares 4,201 $666K <0.01% 0 Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,373 shares; 2024Q4: 60,850 shares; 2025Q1: 60,914 shares; 2025Q2: 61,700 shares; 2025Q3: 62,120 shares; 2025Q4: 68,476 shares; 2026Q1: 69,046 shares 69,046 $666K <0.01% +570 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,808 shares; 2024Q4: 15,732 shares; 2025Q1: 15,502 shares; 2025Q2: 15,626 shares; 2025Q3: 15,190 shares; 2025Q4: 15,029 shares; 2026Q1: 13,613 shares 13,613 $664K <0.01% -1,416 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,816 shares; 2024Q4: 36,119 shares; 2025Q1: 42,375 shares; 2025Q2: 36,388 shares; 2025Q3: 42,448 shares; 2025Q4: 6,769 shares; 2026Q1: 6,633 shares 6,633 $664K <0.01% -136 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,565 shares; 2024Q4: 16,156 shares; 2025Q1: 14,517 shares; 2025Q2: 5,973 shares; 2025Q3: 5,686 shares; 2025Q4: 5,566 shares; 2026Q1: 5,564 shares 5,564 $658K <0.01% -2 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares 9,300 $658K <0.01% 0 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,586 shares; 2024Q4: 114,187 shares; 2025Q1: 116,349 shares; 2025Q2: 116,349 shares; 2025Q3: 94,898 shares; 2025Q4: 96,591 shares; 2026Q1: 113,704 shares 113,704 $649K <0.01% +17,113 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 12,445 shares; 2025Q3: 12,191 shares; 2025Q4: 12,191 shares; 2026Q1: 12,130 shares 12,130 $649K <0.01% -61 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,352 shares; 2024Q4: 77,620 shares; 2025Q1: 77,512 shares; 2025Q2: 77,039 shares; 2025Q3: 75,502 shares; 2025Q4: 49,753 shares; 2026Q1: 57,418 shares 57,418 $648K <0.01% +7,665 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,269 shares; 2024Q4: 274,257 shares; 2025Q1: 273,651 shares; 2025Q2: 253,127 shares; 2025Q3: 2,410 shares; 2025Q4: 3,984 shares; 2026Q1: 3,907 shares 3,907 $645K <0.01% -77 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,628 shares; 2024Q4: 114,627 shares; 2025Q1: 121,091 shares; 2025Q2: 47,536 shares; 2025Q3: 47,536 shares; 2025Q4: 45,236 shares; 2026Q1: 69,914 shares 69,914 $644K <0.01% +24,678 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,905 shares; 2024Q4: 98,007 shares; 2025Q1: 38,131 shares; 2025Q2: 78,370 shares; 2025Q3: 77,984 shares; 2025Q4: 19,210 shares; 2026Q1: 18,925 shares 18,925 $644K <0.01% -285 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,609 shares; 2024Q4: 17,099 shares; 2025Q1: 17,219 shares; 2025Q2: 15,553 shares; 2025Q3: 17,239 shares; 2025Q4: 18,589 shares; 2026Q1: 19,983 shares 19,983 $634K <0.01% +1,394 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,972 shares; 2025Q1: 8,216 shares; 2025Q2: 9,264 shares; 2025Q3: 11,142 shares; 2025Q4: 11,383 shares; 2026Q1: 11,383 shares 11,383 $633K <0.01% 0 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,740 shares; 2024Q4: 18,835 shares; 2025Q1: 18,835 shares; 2025Q2: 21,535 shares; 2025Q3: 25,985 shares; 2025Q4: 26,085 shares; 2026Q1: 25,786 shares 25,786 $633K <0.01% -299 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,338 shares; 2024Q4: 4,357 shares; 2025Q1: 4,338 shares; 2025Q2: 4,227 shares; 2025Q3: 4,325 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares 4,227 $628K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,166 shares; 2024Q4: 39,364 shares; 2025Q1: 26,937 shares; 2025Q2: 15,245 shares; 2025Q3: 13,188 shares; 2025Q4: 12,287 shares; 2026Q1: 12,508 shares 12,508 $627K <0.01% +221 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 6,536 shares; 2025Q1: 6,506 shares; 2025Q2: 6,546 shares; 2025Q3: 6,506 shares; 2025Q4: 6,506 shares; 2026Q1: 6,506 shares 6,506 $626K <0.01% 0 Timeline FIW 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: 12,923 shares; 2024Q4: 11,729 shares; 2025Q1: 9,154 shares; 2025Q2: 6,923 shares; 2025Q3: 6,527 shares; 2025Q4: 6,346 shares; 2026Q1: 6,031 shares 6,031 $622K <0.01% -315 Timeline SCHC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,247 shares 13,247 $619K <0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,862 shares; 2026Q1: 5,264 shares 5,264 $617K <0.01% +402 Timeline WDI WESTERN ASSET DIVERSIFIED IN More: the full row for WESTERN ASSET DIVERSIFIED IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,872 shares; 2025Q3: 32,875 shares; 2025Q4: 43,734 shares; 2026Q1: 45,785 shares 45,785 $615K <0.01% +2,051 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,561 shares; 2024Q4: 328,349 shares; 2025Q1: 277,644 shares; 2025Q2: 258,219 shares; 2025Q3: 159,137 shares; 2025Q4: 129,096 shares; 2026Q1: 4,304 shares 4,304 $613K <0.01% -124,792 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,846 shares; 2024Q4: 4,866 shares; 2025Q1: 4,894 shares; 2025Q2: 4,927 shares; 2025Q3: 4,879 shares; 2025Q4: 5,280 shares; 2026Q1: 8,215 shares 8,215 $607K <0.01% +2,935 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,787 shares; 2024Q4: 19,361 shares; 2025Q1: 26,348 shares; 2025Q2: 26,535 shares; 2025Q3: 23,919 shares; 2025Q4: 23,894 shares; 2026Q1: 22,905 shares 22,905 $604K <0.01% -989 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,909 shares; 2024Q4: 42,281 shares; 2025Q1: 38,129 shares; 2025Q2: 11,760 shares; 2025Q3: 11,084 shares; 2025Q4: 11,156 shares; 2026Q1: 10,905 shares 10,905 $603K <0.01% -251 Timeline DTD 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: 6,994 shares; 2024Q4: 6,994 shares; 2025Q1: 6,994 shares; 2025Q2: 6,993 shares; 2025Q3: 6,994 shares; 2025Q4: 6,942 shares; 2026Q1: 6,942 shares 6,942 $600K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,748 shares; 2024Q4: 4,636 shares; 2025Q1: 4,133 shares; 2025Q2: 4,864 shares; 2025Q3: 3,740 shares; 2025Q4: 3,753 shares; 2026Q1: 3,463 shares 3,463 $596K <0.01% -290 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 2,553 shares; 2025Q1: 2,553 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,643 shares; 2026Q1: 2,673 shares 2,673 $596K <0.01% +30 Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,554 shares; 2025Q2: 13,215 shares; 2025Q3: 13,187 shares; 2025Q4: 13,187 shares; 2026Q1: 13,187 shares 13,187 $596K <0.01% 0 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,100 shares; 2025Q3: 84,321 shares; 2025Q4: 67,250 shares; 2026Q1: 68,470 shares 68,470 $587K <0.01% +1,220 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,207 shares; 2025Q3: 4,499 shares; 2025Q4: 9,282 shares; 2026Q1: 9,357 shares 9,357 $586K <0.01% +75 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is 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: 60,225 shares 60,225 $578K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,663 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,506 shares; 2026Q1: 2,829 shares 2,829 $578K <0.01% +1,323 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 8,946 shares; 2026Q1: 10,431 shares 10,431 $577K <0.01% +1,485 Timeline DFE 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: 19,689 shares; 2024Q4: 21,054 shares; 2025Q1: 8,026 shares; 2025Q2: 8,026 shares; 2025Q3: 8,030 shares; 2025Q4: 8,051 shares; 2026Q1: 8,022 shares 8,022 $575K <0.01% -29 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 8,870 shares; 2025Q1: 14,870 shares; 2025Q2: 15,789 shares; 2025Q3: 15,716 shares; 2025Q4: 15,716 shares; 2026Q1: 15,716 shares 15,716 $572K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,560 shares; 2024Q4: 238,362 shares; 2025Q1: 217,002 shares; 2025Q2: 173,986 shares; 2025Q3: 114,583 shares; 2025Q4: 68,487 shares; 2026Q1: 40,511 shares 40,511 $571K <0.01% -27,976 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,100 shares 2,100 $569K <0.01% -200 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,980 shares; 2024Q4: 24,702 shares; 2025Q1: 24,834 shares; 2025Q2: 23,447 shares; 2025Q3: 21,305 shares; 2025Q4: 21,301 shares; 2026Q1: 20,653 shares 20,653 $568K <0.01% -648 Timeline MLRG 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: 7,034 shares; 2024Q4: 7,862 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 6,317 shares; 2025Q4: 6,317 shares; 2026Q1: 6,313 shares 6,313 $567K <0.01% -4 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,261 shares 21,261 $567K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,778 shares; 2024Q4: 14,476 shares; 2025Q1: 18,551 shares; 2025Q2: 17,775 shares; 2025Q3: 16,706 shares; 2025Q4: 15,635 shares; 2026Q1: 14,828 shares 14,828 $566K <0.01% -807 Timeline FXD 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: 94,660 shares; 2024Q4: 95,986 shares; 2025Q1: 29,183 shares; 2025Q2: 18,755 shares; 2025Q3: 13,172 shares; 2025Q4: 9,491 shares; 2026Q1: 8,722 shares 8,722 $558K <0.01% -769 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,845 shares; 2025Q1: 14,508 shares; 2025Q2: 14,436 shares; 2025Q3: 15,523 shares; 2025Q4: 15,754 shares; 2026Q1: 25,093 shares 25,093 $555K <0.01% +9,339 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 6,059 shares; 2025Q1: 5,762 shares; 2025Q2: 6,347 shares; 2025Q3: 6,787 shares; 2025Q4: 5,599 shares; 2026Q1: 5,024 shares 5,024 $554K <0.01% -575 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,635 shares; 2024Q4: 2,635 shares; 2025Q1: 3,260 shares; 2025Q2: 3,260 shares; 2025Q3: 5,240 shares; 2025Q4: 6,418 shares; 2026Q1: 7,318 shares 7,318 $553K <0.01% +900 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,352 shares; 2025Q1: 1,323 shares; 2025Q2: 1,231 shares; 2025Q3: 2,124 shares; 2025Q4: 1,380 shares; 2026Q1: 1,455 shares 1,455 $550K <0.01% +75 Timeline RWL 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: 8,454 shares; 2025Q1: 12,302 shares; 2025Q2: 10,786 shares; 2025Q3: 9,197 shares; 2025Q4: 6,344 shares; 2026Q1: 4,772 shares 4,772 $548K <0.01% -1,572 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,262 shares; 2025Q1: 4,565 shares; 2025Q2: 2,140 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,542 shares 5,542 $546K <0.01% new Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,104 shares; 2024Q4: 2,222 shares; 2025Q1: 2,096 shares; 2025Q2: 2,757 shares; 2025Q3: 2,893 shares; 2025Q4: 3,396 shares; 2026Q1: 3,329 shares 3,329 $546K <0.01% -67 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,591 shares; 2025Q4: 13,591 shares; 2026Q1: 23,066 shares 23,066 $546K <0.01% +9,475 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 2,719 shares; 2026Q1: 2,750 shares 2,750 $545K <0.01% +31 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,153 shares; 2024Q4: 12,896 shares; 2025Q1: 12,103 shares; 2025Q2: 11,443 shares; 2025Q3: 12,294 shares; 2025Q4: 14,359 shares; 2026Q1: 14,578 shares 14,578 $542K <0.01% +219 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,974 shares; 2024Q4: 20,949 shares; 2025Q1: 10,768 shares; 2025Q2: 8,802 shares; 2025Q3: 9,538 shares; 2025Q4: 10,180 shares; 2026Q1: 10,688 shares 10,688 $541K <0.01% +508 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,789 shares; 2024Q4: 9,789 shares; 2025Q1: 9,789 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,158 shares 9,158 $541K <0.01% +158 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 7,976 shares; 2025Q1: 20,952 shares; 2025Q2: 21,295 shares; 2025Q3: 21,050 shares; 2025Q4: 8,125 shares; 2026Q1: 7,981 shares 7,981 $539K <0.01% -144 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,084 shares; 2024Q4: 23,569 shares; 2025Q1: 22,545 shares; 2025Q2: 22,196 shares; 2025Q3: 23,657 shares; 2025Q4: 21,174 shares; 2026Q1: 14,321 shares 14,321 $538K <0.01% -6,853 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 6,976 shares; 2025Q1: 5,284 shares; 2025Q2: 5,086 shares; 2025Q3: 5,201 shares; 2025Q4: 5,427 shares; 2026Q1: 5,748 shares 5,748 $536K <0.01% +321 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 5,106 shares; 2025Q1: 7,355 shares; 2025Q2: 9,753 shares; 2025Q3: 4,838 shares; 2025Q4: 6,052 shares; 2026Q1: 6,481 shares 6,481 $535K <0.01% +429 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,366 shares; 2024Q4: 49,220 shares; 2025Q1: 13,772 shares; 2025Q2: 11,684 shares; 2025Q3: 11,119 shares; 2025Q4: 10,220 shares; 2026Q1: 9,975 shares 9,975 $534K <0.01% -245 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 498,935 shares; 2024Q4: 499,308 shares; 2025Q1: 466,781 shares; 2025Q2: 335,158 shares; 2025Q3: 49,085 shares; 2025Q4: 30,437 shares; 2026Q1: 26,552 shares 26,552 $532K <0.01% -3,885 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,199 shares; 2024Q4: 2,299 shares; 2025Q1: 1,771 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 2,038 shares; 2026Q1: 2,078 shares 2,078 $530K <0.01% +40 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 7,169 shares; 2025Q1: 6,273 shares; 2025Q2: 7,939 shares; 2025Q3: 7,196 shares; 2025Q4: 7,241 shares; 2026Q1: 7,241 shares 7,241 $529K <0.01% 0 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,853 shares; 2024Q4: 89,771 shares; 2025Q1: 90,093 shares; 2025Q2: 91,674 shares; 2025Q3: 92,337 shares; 2025Q4: 91,778 shares; 2026Q1: 90,528 shares 90,528 $528K <0.01% -1,250 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,545 shares; 2025Q3: 8,545 shares; 2025Q4: 10,045 shares; 2026Q1: 10,121 shares 10,121 $526K <0.01% +76 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,067 shares; 2025Q3: 2,067 shares; 2025Q4: 2,193 shares; 2026Q1: 2,097 shares 2,097 $526K <0.01% -96 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,269 shares 47,269 $522K <0.01% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,396 shares; 2024Q4: 84,251 shares; 2025Q1: 100,810 shares; 2025Q2: 26,121 shares; 2025Q3: 19,671 shares; 2025Q4: 15,626 shares; 2026Q1: 11,644 shares 11,644 $522K <0.01% -3,982 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,983 shares; 2025Q1: 6,213 shares; 2025Q2: 5,627 shares; 2025Q3: 4,848 shares; 2025Q4: 4,465 shares; 2026Q1: 3,589 shares 3,589 $520K <0.01% -876 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 8,222 shares; 2025Q1: 8,222 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,333 shares 7,333 $517K <0.01% -267 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 8,658 shares; 2025Q1: 8,658 shares; 2025Q2: 8,658 shares; 2025Q3: 8,658 shares; 2025Q4: 8,658 shares; 2026Q1: 8,658 shares 8,658 $517K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,830 shares; 2024Q4: 28,240 shares; 2025Q1: 17,562 shares; 2025Q2: 14,070 shares; 2025Q3: 26,400 shares; 2025Q4: 10,614 shares; 2026Q1: 12,201 shares 12,201 $516K <0.01% +1,587 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,381 shares; 2025Q1: 4,281 shares; 2025Q2: 4,447 shares; 2025Q3: 4,186 shares; 2025Q4: 4,357 shares; 2026Q1: 4,094 shares 4,094 $516K <0.01% -263 Timeline XNQPX NUVEEN PA INVT QUALITY MUN F More: the full row for NUVEEN PA INVT QUALITY MUN F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,271 shares; 2024Q4: 50,745 shares; 2025Q1: 52,914 shares; 2025Q2: 33,921 shares; 2025Q3: 43,171 shares; 2025Q4: 43,171 shares; 2026Q1: 43,171 shares 43,171 $515K <0.01% 0 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,173 shares; 2025Q4: 27,473 shares; 2026Q1: 54,355 shares 54,355 $512K <0.01% +26,882 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,840 shares; 2024Q4: 5,714 shares; 2025Q1: 5,543 shares; 2025Q2: 5,455 shares; 2025Q3: 9,136 shares; 2025Q4: 9,509 shares; 2026Q1: 7,105 shares 7,105 $508K <0.01% -2,404 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,608 shares; 2025Q2: 48,127 shares; 2025Q3: 48,309 shares; 2025Q4: 47,868 shares; 2026Q1: 47,986 shares 47,986 $507K <0.01% +118 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,265 shares; 2024Q4: 51,265 shares; 2025Q1: 51,625 shares; 2025Q2: 51,265 shares; 2025Q3: 51,265 shares; 2025Q4: 51,265 shares; 2026Q1: 51,265 shares 51,265 $506K <0.01% 0 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,286 shares; 2024Q4: 10,029 shares; 2025Q1: 10,169 shares; 2025Q2: 10,332 shares; 2025Q3: 7,535 shares; 2025Q4: 7,539 shares; 2026Q1: 7,715 shares 7,715 $505K <0.01% +176 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,203 shares; 2026Q1: 2,189 shares 2,189 $503K <0.01% -14 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,972 shares; 2025Q1: 2,972 shares; 2025Q2: 3,241 shares; 2025Q3: 2,805 shares; 2025Q4: 2,613 shares; 2026Q1: 2,619 shares 2,619 $499K <0.01% +6 Timeline IBDU 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: 11,135 shares; 2025Q4: 11,638 shares; 2026Q1: 21,440 shares 21,440 $499K <0.01% +9,802 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,786 shares 5,786 $498K <0.01% new Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,046 shares; 2024Q4: 2,202 shares; 2025Q1: 2,187 shares; 2025Q2: 2,530 shares; 2025Q3: 2,469 shares; 2025Q4: 2,482 shares; 2026Q1: 3,144 shares 3,144 $496K <0.01% +662 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,171 shares; 2024Q4: 14,681 shares; 2025Q1: 14,130 shares; 2025Q2: 13,049 shares; 2025Q3: 13,476 shares; 2025Q4: 13,338 shares; 2026Q1: 12,287 shares 12,287 $493K <0.01% -1,051 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,320 shares; 2024Q4: 247,519 shares; 2025Q1: 212,850 shares; 2025Q2: 197,285 shares; 2025Q3: 123,221 shares; 2025Q4: 11,439 shares; 2026Q1: 1,511 shares 1,511 $492K <0.01% -9,928 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,471 shares; 2025Q3: 6,011 shares; 2025Q4: 6,330 shares; 2026Q1: 5,868 shares 5,868 $491K <0.01% -462 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,502 shares; 2024Q4: 42,608 shares; 2025Q1: 20,571 shares; 2025Q2: 23,764 shares; 2025Q3: 15,253 shares; 2025Q4: 13,971 shares; 2026Q1: 12,091 shares 12,091 $491K <0.01% -1,880 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,137 shares; 2024Q4: 24,049 shares; 2025Q1: 24,049 shares; 2025Q2: 24,049 shares; 2025Q3: 27,854 shares; 2025Q4: 27,854 shares; 2026Q1: 27,854 shares 27,854 $490K <0.01% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,896 shares; 2024Q4: 39,560 shares; 2025Q1: 4,893 shares; 2025Q2: 4,927 shares; 2025Q3: 4,967 shares; 2025Q4: 4,975 shares; 2026Q1: 6,493 shares 6,493 $490K <0.01% +1,518 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,884 shares; 2024Q4: 17,579 shares; 2025Q1: 13,580 shares; 2025Q2: 12,859 shares; 2025Q3: 9,774 shares; 2025Q4: 8,824 shares; 2026Q1: 8,824 shares 8,824 $487K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,596 shares; 2025Q1: 1,596 shares; 2025Q2: 1,596 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,595 shares 1,595 $485K <0.01% +14 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,380 shares; 2025Q2: 4,414 shares; 2025Q3: 4,380 shares; 2025Q4: 4,380 shares; 2026Q1: 4,402 shares 4,402 $483K <0.01% +22 Timeline SPMD 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: 4,729 shares; 2024Q4: 7,355 shares; 2025Q1: 7,524 shares; 2025Q2: 7,444 shares; 2025Q3: 8,127 shares; 2025Q4: 8,127 shares; 2026Q1: 8,127 shares 8,127 $481K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,318 shares; 2024Q4: 10,434 shares; 2025Q1: 14,346 shares; 2025Q2: 13,282 shares; 2025Q3: 6,679 shares; 2025Q4: 5,222 shares; 2026Q1: 5,147 shares 5,147 $480K <0.01% -75 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546,370 shares; 2024Q4: 546,664 shares; 2025Q1: 582,313 shares; 2025Q2: 721,930 shares; 2025Q3: 901,163 shares; 2025Q4: 109,440 shares; 2026Q1: 92,478 shares 92,478 $479K <0.01% -16,962 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 3,997 shares; 2025Q1: 4,112 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 4,487 shares; 2026Q1: 4,737 shares 4,737 $478K <0.01% +250 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,529 shares 8,529 $478K <0.01% new Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,095 shares; 2024Q4: 45,340 shares; 2025Q1: 19,150 shares; 2025Q2: 22,356 shares; 2025Q3: 22,309 shares; 2025Q4: 22,507 shares; 2026Q1: 22,254 shares 22,254 $477K <0.01% -253 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,679 shares; 2024Q4: 25,296 shares; 2025Q1: 25,744 shares; 2025Q2: 24,766 shares; 2025Q3: 7,627 shares; 2025Q4: 9,761 shares; 2026Q1: 10,185 shares 10,185 $475K <0.01% +424 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,499 shares; 2026Q1: 7,499 shares 7,499 $474K <0.01% 0 Timeline IBHF 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: 12,427 shares; 2024Q4: 15,292 shares; 2025Q1: 15,872 shares; 2025Q2: 15,294 shares; 2025Q3: 16,346 shares; 2025Q4: 16,385 shares; 2026Q1: 20,641 shares 20,641 $474K <0.01% +4,256 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 19,166 shares; 2025Q1: 19,149 shares; 2025Q2: 22,793 shares; 2025Q3: 26,419 shares; 2025Q4: 6,569 shares; 2026Q1: 6,206 shares 6,206 $474K <0.01% -363 Timeline RVER ADVISOR MANAGED PORTFOLIOS More: the full row for ADVISOR MANAGED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,200 shares 17,200 $472K <0.01% new Timeline