MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,105 shares; 2025Q1: 2,111 shares; 2025Q2: 2,100 shares; 2025Q3: 581 shares; 2025Q4: 717 shares; 2026Q1: 2,291 shares 2,291 $4.39M 0.02% +1,574 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 490,291 shares; 2025Q1: 414,489 shares; 2025Q2: 226,212 shares; 2025Q3: 195,018 shares; 2025Q4: 195,018 shares; 2026Q1: 196,768 shares 196,768 $4.35M 0.02% +1,750 Timeline BSCT 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: 16,022 shares; 2025Q4: 128,735 shares; 2026Q1: 233,209 shares 233,209 $4.35M 0.02% +104,474 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 7,608 shares; 2025Q1: 7,907 shares; 2025Q2: 8,108 shares; 2025Q3: 2,637 shares; 2025Q4: 2,580 shares; 2026Q1: 9,054 shares 9,054 $4.35M 0.02% +6,474 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 5,378 shares; 2025Q1: 5,881 shares; 2025Q2: 5,519 shares; 2025Q3: 5,073 shares; 2025Q4: 25,543 shares; 2026Q1: 41,572 shares 41,572 $4.35M 0.02% +16,029 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,441 shares; 2024Q4: 11,437 shares; 2025Q1: 14,069 shares; 2025Q2: 13,983 shares; 2025Q3: 18,233 shares; 2025Q4: 13,772 shares; 2026Q1: 24,854 shares 24,854 $4.31M 0.02% +11,082 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,827 shares; 2024Q4: 31,814 shares; 2025Q1: 30,538 shares; 2025Q2: 30,528 shares; 2025Q3: 33,083 shares; 2025Q4: 32,188 shares; 2026Q1: 44,344 shares 44,344 $4.28M 0.02% +12,156 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,164 shares; 2024Q4: 101,270 shares; 2025Q1: 101,270 shares; 2025Q2: 101,207 shares; 2025Q3: 100,282 shares; 2025Q4: 100,435 shares; 2026Q1: 101,047 shares 101,047 $4.27M 0.02% +612 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: 3,142 shares; 2025Q4: 40,260 shares; 2026Q1: 42,667 shares 42,667 $4.24M 0.02% +2,407 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,066 shares; 2024Q4: 6,067 shares; 2025Q1: 6,067 shares; 2025Q2: 6,044 shares; 2025Q3: 6,284 shares; 2025Q4: 32,370 shares; 2026Q1: 29,298 shares 29,298 $4.24M 0.02% -3,072 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,738 shares; 2025Q1: 2,608 shares; 2025Q2: 2,795 shares; 2025Q3: 2,318 shares; 2025Q4: 2,534 shares; 2026Q1: 4,380 shares 4,380 $4.21M 0.02% +1,846 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,468 shares; 2024Q4: 10,072 shares; 2025Q1: not reported; 2025Q2: 2,543 shares; 2025Q3: 3,557 shares; 2025Q4: 21,153 shares; 2026Q1: 42,418 shares 42,418 $4.2M 0.02% +21,265 Timeline DON 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: 56,671 shares; 2024Q4: 58,158 shares; 2025Q1: 57,865 shares; 2025Q2: 53,807 shares; 2025Q3: 63,911 shares; 2025Q4: 61,993 shares; 2026Q1: 79,420 shares 79,420 $4.17M 0.02% +17,427 Timeline IGOV 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: 16,258 shares; 2025Q4: 147,020 shares; 2026Q1: 101,458 shares 101,458 $4.17M 0.02% -45,562 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 21,639 shares; 2025Q1: 21,703 shares; 2025Q2: 21,552 shares; 2025Q3: 21,416 shares; 2025Q4: 19,568 shares; 2026Q1: 21,908 shares 21,908 $4.16M 0.02% +2,340 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,847 shares; 2024Q4: 31,331 shares; 2025Q1: 26,750 shares; 2025Q2: 27,558 shares; 2025Q3: 20,413 shares; 2025Q4: 23,317 shares; 2026Q1: 32,892 shares 32,892 $4.16M 0.02% +9,575 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,652 shares; 2026Q1: 21,220 shares 21,220 $4.14M 0.02% +5,568 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,653 shares; 2024Q4: 98,952 shares; 2025Q1: 132,569 shares; 2025Q2: 152,514 shares; 2025Q3: 210,015 shares; 2025Q4: 263,115 shares; 2026Q1: 311,108 shares 311,108 $4.14M 0.02% +47,993 Timeline CMTL COMTECH TELECOMMUNICATIONS C More: the full row for COMTECH TELECOMMUNICATIONS 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: 1,568,203 shares; 2025Q4: 1,317,530 shares; 2026Q1: 1,246,044 shares 1,246,044 $4.14M 0.02% -71,486 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,629 shares; 2024Q4: 16,572 shares; 2025Q1: 18,921 shares; 2025Q2: 18,219 shares; 2025Q3: 14,595 shares; 2025Q4: 15,739 shares; 2026Q1: 21,622 shares 21,622 $4.1M 0.02% +5,883 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,104 shares 28,104 $4.07M 0.02% new 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: 19,716 shares; 2024Q4: 19,362 shares; 2025Q1: 19,290 shares; 2025Q2: 19,852 shares; 2025Q3: 21,301 shares; 2025Q4: 21,167 shares; 2026Q1: 19,616 shares 19,616 $4.05M 0.02% -1,551 Timeline IBDV 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: 113,986 shares; 2024Q4: 126,248 shares; 2025Q1: 142,343 shares; 2025Q2: 143,778 shares; 2025Q3: 140,770 shares; 2025Q4: 149,614 shares; 2026Q1: 184,786 shares 184,786 $4.04M 0.02% +35,172 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 12,369 shares; 2025Q1: 9,530 shares; 2025Q2: 10,821 shares; 2025Q3: 12,502 shares; 2025Q4: 32,901 shares; 2026Q1: 36,878 shares 36,878 $4.02M 0.02% +3,977 Timeline SUSA 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: 8,667 shares; 2024Q4: 8,127 shares; 2025Q1: 9,205 shares; 2025Q2: 8,899 shares; 2025Q3: 10,009 shares; 2025Q4: 10,734 shares; 2026Q1: 30,365 shares 30,365 $4.01M 0.02% +19,631 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,335 shares; 2024Q4: 9,371 shares; 2025Q1: 12,571 shares; 2025Q2: 12,609 shares; 2025Q3: 11,127 shares; 2025Q4: 53,047 shares; 2026Q1: 86,135 shares 86,135 $4M 0.02% +33,088 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,499 shares; 2025Q4: 60,740 shares; 2026Q1: 58,633 shares 58,633 $3.98M 0.02% -2,107 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,769 shares; 2024Q4: 49,877 shares; 2025Q1: 34,585 shares; 2025Q2: 47,749 shares; 2025Q3: 40,378 shares; 2025Q4: 78,052 shares; 2026Q1: 79,468 shares 79,468 $3.97M 0.02% +1,416 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,499 shares; 2025Q1: 16,164 shares; 2025Q2: 26,613 shares; 2025Q3: 34,746 shares; 2025Q4: 34,630 shares; 2026Q1: 116,680 shares 116,680 $3.94M 0.02% +82,050 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,592 shares; 2024Q4: 15,502 shares; 2025Q1: 15,502 shares; 2025Q2: 15,503 shares; 2025Q3: 9,220 shares; 2025Q4: 76,297 shares; 2026Q1: 63,034 shares 63,034 $3.9M 0.02% -13,263 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,137 shares; 2025Q1: 7,496 shares; 2025Q2: 7,379 shares; 2025Q3: 4,770 shares; 2025Q4: 5,119 shares; 2026Q1: 9,334 shares 9,334 $3.89M 0.02% +4,215 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,056 shares; 2024Q4: 6,199 shares; 2025Q1: 3,896 shares; 2025Q2: 4,396 shares; 2025Q3: 13,075 shares; 2025Q4: 10,215 shares; 2026Q1: 22,245 shares 22,245 $3.88M 0.02% +12,030 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,555 shares; 2024Q4: 19,076 shares; 2025Q1: 20,342 shares; 2025Q2: 20,240 shares; 2025Q3: 12,380 shares; 2025Q4: 13,152 shares; 2026Q1: 22,408 shares 22,408 $3.87M 0.02% +9,256 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 3,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,974 shares; 2025Q4: 28,488 shares; 2026Q1: 41,098 shares 41,098 $3.86M 0.02% +12,610 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,944 shares; 2024Q4: 4,597 shares; 2025Q1: 4,899 shares; 2025Q2: 4,822 shares; 2025Q3: 6,876 shares; 2025Q4: 7,116 shares; 2026Q1: 8,122 shares 8,122 $3.84M 0.02% +1,006 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,346 shares; 2025Q4: 83,576 shares; 2026Q1: 90,273 shares 90,273 $3.83M 0.02% +6,697 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,701 shares; 2026Q1: 49,185 shares 49,185 $3.82M 0.02% +11,484 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,247 shares; 2024Q4: 52,268 shares; 2025Q1: 52,446 shares; 2025Q2: 54,794 shares; 2025Q3: 59,881 shares; 2025Q4: 63,216 shares; 2026Q1: 113,977 shares 113,977 $3.81M 0.02% +50,761 Timeline IUSV 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: 14,664 shares; 2024Q4: 14,778 shares; 2025Q1: 13,300 shares; 2025Q2: 11,547 shares; 2025Q3: 15,611 shares; 2025Q4: 12,452 shares; 2026Q1: 37,129 shares 37,129 $3.8M 0.02% +24,677 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 4,827 shares; 2025Q1: 4,639 shares; 2025Q2: 5,140 shares; 2025Q3: 5,208 shares; 2025Q4: 6,168 shares; 2026Q1: 8,749 shares 8,749 $3.78M 0.02% +2,581 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,880 shares; 2024Q4: 8,195 shares; 2025Q1: 8,195 shares; 2025Q2: 8,515 shares; 2025Q3: 21,482 shares; 2025Q4: 28,080 shares; 2026Q1: 53,779 shares 53,779 $3.78M 0.02% +25,699 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP 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: 37,830 shares; 2025Q3: 62,060 shares; 2025Q4: 64,081 shares; 2026Q1: 76,959 shares 76,959 $3.78M 0.02% +12,878 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,976 shares; 2024Q4: 41,185 shares; 2025Q1: 52,633 shares; 2025Q2: 50,463 shares; 2025Q3: 30,916 shares; 2025Q4: 32,817 shares; 2026Q1: 47,367 shares 47,367 $3.77M 0.02% +14,550 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 69,574 shares; 2025Q4: 70,684 shares; 2026Q1: 75,332 shares 75,332 $3.76M 0.02% +4,648 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,034 shares; 2024Q4: 220,873 shares; 2025Q1: 266,697 shares; 2025Q2: 272,759 shares; 2025Q3: 296,517 shares; 2025Q4: 249,095 shares; 2026Q1: 291,234 shares 291,234 $3.75M 0.02% +42,139 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,500 shares; 2024Q4: 5,097 shares; 2025Q1: 5,049 shares; 2025Q2: 4,903 shares; 2025Q3: 4,976 shares; 2025Q4: 4,623 shares; 2026Q1: 15,718 shares 15,718 $3.73M 0.02% +11,095 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 256,009 shares; 2026Q1: 224,688 shares 224,688 $3.73M 0.02% -31,321 Timeline BBEU 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: 52,434 shares; 2024Q4: 50,837 shares; 2025Q1: 49,238 shares; 2025Q2: 49,238 shares; 2025Q3: 21,779 shares; 2025Q4: 21,779 shares; 2026Q1: 51,288 shares 51,288 $3.71M 0.02% +29,509 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,760 shares; 2024Q4: 33,939 shares; 2025Q1: 49,117 shares; 2025Q2: 54,533 shares; 2025Q3: 44,800 shares; 2025Q4: 46,271 shares; 2026Q1: 60,676 shares 60,676 $3.71M 0.02% +14,405 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,475 shares; 2024Q4: 8,472 shares; 2025Q1: 8,321 shares; 2025Q2: 8,055 shares; 2025Q3: 9,570 shares; 2025Q4: 28,916 shares; 2026Q1: 27,954 shares 27,954 $3.7M 0.02% -962 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,995 shares 154,995 $3.7M 0.02% new Timeline DIVP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,095 shares; 2025Q4: 43,689 shares; 2026Q1: 141,271 shares 141,271 $3.67M 0.02% +97,582 Timeline EMXC 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: 4,566 shares; 2024Q4: 6,292 shares; 2025Q1: 5,547 shares; 2025Q2: 5,758 shares; 2025Q3: 11,501 shares; 2025Q4: 30,775 shares; 2026Q1: 46,510 shares 46,510 $3.66M 0.02% +15,735 Timeline MLPA 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: 50,401 shares; 2024Q4: 53,630 shares; 2025Q1: 57,491 shares; 2025Q2: 59,267 shares; 2025Q3: 50,476 shares; 2025Q4: 53,326 shares; 2026Q1: 67,802 shares 67,802 $3.65M 0.02% +14,476 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,020 shares; 2024Q4: 6,269 shares; 2025Q1: 6,408 shares; 2025Q2: 6,312 shares; 2025Q3: 8,403 shares; 2025Q4: 10,693 shares; 2026Q1: 14,912 shares 14,912 $3.64M 0.02% +4,219 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,352 shares; 2024Q4: 7,039 shares; 2025Q1: 7,168 shares; 2025Q2: 7,040 shares; 2025Q3: 7,278 shares; 2025Q4: 9,853 shares; 2026Q1: 9,279 shares 9,279 $3.64M 0.02% -574 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: 17,303 shares; 2024Q4: 18,359 shares; 2025Q1: 23,389 shares; 2025Q2: 23,464 shares; 2025Q3: 124,435 shares; 2025Q4: 125,925 shares; 2026Q1: 141,678 shares 141,678 $3.62M 0.02% +15,753 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: 44,967 shares; 2024Q4: 42,558 shares; 2025Q1: 43,945 shares; 2025Q2: 42,496 shares; 2025Q3: 39,455 shares; 2025Q4: 41,402 shares; 2026Q1: 48,441 shares 48,441 $3.61M 0.02% +7,039 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,958 shares; 2025Q2: 36,947 shares; 2025Q3: 40,213 shares; 2025Q4: 48,561 shares; 2026Q1: 54,494 shares 54,494 $3.6M 0.02% +5,933 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: 54,961 shares; 2024Q4: 56,602 shares; 2025Q1: 53,383 shares; 2025Q2: 48,859 shares; 2025Q3: 139,114 shares; 2025Q4: 135,821 shares; 2026Q1: 140,452 shares 140,452 $3.6M 0.02% +4,631 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,290 shares; 2024Q4: 93,115 shares; 2025Q1: 94,166 shares; 2025Q2: 96,226 shares; 2025Q3: 100,123 shares; 2025Q4: 102,101 shares; 2026Q1: 111,871 shares 111,871 $3.58M 0.02% +9,770 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,033 shares; 2025Q1: 3,033 shares; 2025Q2: 3,033 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,362 shares 45,362 $3.55M 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 3,579 shares; 2025Q1: 3,830 shares; 2025Q2: 3,908 shares; 2025Q3: 3,805 shares; 2025Q4: 4,650 shares; 2026Q1: 23,499 shares 23,499 $3.53M 0.02% +18,849 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 4,874 shares; 2025Q1: 68,705 shares; 2025Q2: 71,269 shares; 2025Q3: 75,676 shares; 2025Q4: 70,983 shares; 2026Q1: 55,139 shares 55,139 $3.52M 0.02% -15,844 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 589 shares; 2024Q4: 13,094 shares; 2025Q1: 12,949 shares; 2025Q2: 12,784 shares; 2025Q3: 12,822 shares; 2025Q4: 12,511 shares; 2026Q1: 13,502 shares 13,502 $3.52M 0.02% +991 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,031 shares; 2024Q4: 8,483 shares; 2025Q1: 11,149 shares; 2025Q2: 10,054 shares; 2025Q3: 9,198 shares; 2025Q4: 9,525 shares; 2026Q1: 29,753 shares 29,753 $3.52M 0.02% +20,228 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,725 shares; 2024Q4: 36,725 shares; 2025Q1: 36,700 shares; 2025Q2: 95,039 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,395 shares 62,395 $3.52M 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,365 shares; 2025Q1: 6,760 shares; 2025Q2: 6,892 shares; 2025Q3: 7,185 shares; 2025Q4: 8,303 shares; 2026Q1: 19,426 shares 19,426 $3.5M 0.02% +11,123 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: 22,496 shares; 2025Q1: 22,388 shares; 2025Q2: 17,000 shares; 2025Q3: 14,938 shares; 2025Q4: 14,604 shares; 2026Q1: 14,334 shares 14,334 $3.48M 0.02% -270 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: 30,238 shares; 2024Q4: 31,724 shares; 2025Q1: 33,935 shares; 2025Q2: 30,410 shares; 2025Q3: 126,182 shares; 2025Q4: 126,491 shares; 2026Q1: 136,941 shares 136,941 $3.48M 0.02% +10,450 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: 50,122 shares; 2024Q4: 44,365 shares; 2025Q1: 39,143 shares; 2025Q2: 36,444 shares; 2025Q3: 39,719 shares; 2025Q4: 39,096 shares; 2026Q1: 52,004 shares 52,004 $3.48M 0.02% +12,908 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,711 shares; 2026Q1: 60,989 shares 60,989 $3.43M 0.02% +56,278 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: 16,373 shares; 2024Q4: 19,890 shares; 2025Q1: 19,894 shares; 2025Q2: 21,268 shares; 2025Q3: 19,155 shares; 2025Q4: 18,766 shares; 2026Q1: 28,260 shares 28,260 $3.41M 0.02% +9,494 Timeline RWO 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: 67,054 shares; 2024Q4: 75,130 shares; 2025Q1: 75,277 shares; 2025Q2: 62,868 shares; 2025Q3: 29,713 shares; 2025Q4: 30,458 shares; 2026Q1: 74,563 shares 74,563 $3.41M 0.02% +44,105 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,011 shares; 2024Q4: 110,431 shares; 2025Q1: 104,256 shares; 2025Q2: 91,946 shares; 2025Q3: 72,596 shares; 2025Q4: 56,468 shares; 2026Q1: 62,993 shares 62,993 $3.41M 0.02% +6,525 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,605 shares; 2024Q4: 52,626 shares; 2025Q1: 70,134 shares; 2025Q2: 69,874 shares; 2025Q3: 82,586 shares; 2025Q4: 76,519 shares; 2026Q1: 33,277 shares 33,277 $3.41M 0.02% -43,242 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,869 shares; 2024Q4: 23,119 shares; 2025Q1: 22,538 shares; 2025Q2: 21,629 shares; 2025Q3: 24,079 shares; 2025Q4: 25,811 shares; 2026Q1: 42,890 shares 42,890 $3.41M 0.02% +17,079 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 2,463 shares; 2025Q1: 3,082 shares; 2025Q2: 2,747 shares; 2025Q3: 2,785 shares; 2025Q4: 3,521 shares; 2026Q1: 7,651 shares 7,651 $3.4M 0.02% +4,130 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP 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: 97,038 shares; 2025Q4: 97,038 shares; 2026Q1: 94,876 shares 94,876 $3.4M 0.02% -2,162 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,757 shares; 2024Q4: 138,924 shares; 2025Q1: 138,509 shares; 2025Q2: 138,593 shares; 2025Q3: 45,123 shares; 2025Q4: 45,123 shares; 2026Q1: 157,833 shares 157,833 $3.4M 0.02% +112,710 Timeline SPYV 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: 3,796 shares; 2024Q4: 5,081 shares; 2025Q1: 5,368 shares; 2025Q2: 5,330 shares; 2025Q3: 58,161 shares; 2025Q4: 58,315 shares; 2026Q1: 59,982 shares 59,982 $3.39M 0.02% +1,667 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,208 shares; 2026Q1: 17,344 shares 17,344 $3.39M 0.02% +14,136 Timeline TFLO 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: 128,960 shares; 2024Q4: 128,519 shares; 2025Q1: 138,162 shares; 2025Q2: 128,323 shares; 2025Q3: 72,380 shares; 2025Q4: 72,884 shares; 2026Q1: 66,821 shares 66,821 $3.38M 0.02% -6,063 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,600 shares 79,600 $3.38M 0.02% new Timeline TFI 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: 103,426 shares; 2024Q4: 83,455 shares; 2025Q1: 55,583 shares; 2025Q2: 54,486 shares; 2025Q3: 52,463 shares; 2025Q4: 84,196 shares; 2026Q1: 74,551 shares 74,551 $3.38M 0.02% -9,645 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: not reported; 2024Q4: not reported; 2025Q1: 68,439 shares; 2025Q2: 70,046 shares; 2025Q3: 126,436 shares; 2025Q4: 123,999 shares; 2026Q1: 126,482 shares 126,482 $3.34M 0.02% +2,483 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,058 shares; 2024Q4: 98,766 shares; 2025Q1: 102,427 shares; 2025Q2: 126,203 shares; 2025Q3: 85,985 shares; 2025Q4: 85,985 shares; 2026Q1: 86,849 shares 86,849 $3.34M 0.02% +864 Timeline IJK 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: 8,377 shares; 2024Q4: 9,658 shares; 2025Q1: 9,711 shares; 2025Q2: 9,668 shares; 2025Q3: 11,474 shares; 2025Q4: 31,733 shares; 2026Q1: 33,134 shares 33,134 $3.33M 0.02% +1,401 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: 15,048 shares; 2024Q4: 17,527 shares; 2025Q1: 17,454 shares; 2025Q2: 16,976 shares; 2025Q3: 20,607 shares; 2025Q4: 24,245 shares; 2026Q1: 29,308 shares 29,308 $3.32M 0.02% +5,063 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 626 shares; 2025Q4: 804 shares; 2026Q1: 5,862 shares 5,862 $3.29M 0.02% +5,058 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,033 shares; 2026Q1: 41,547 shares 41,547 $3.28M 0.02% +4,514 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 5,053 shares; 2025Q1: 5,273 shares; 2025Q2: 5,195 shares; 2025Q3: 8,421 shares; 2025Q4: 10,584 shares; 2026Q1: 23,479 shares 23,479 $3.25M 0.02% +12,895 Timeline GMF 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: 33,016 shares; 2024Q4: 25,718 shares; 2025Q1: 32,240 shares; 2025Q2: 25,479 shares; 2025Q3: 19,213 shares; 2025Q4: 17,213 shares; 2026Q1: 23,828 shares 23,828 $3.24M 0.02% +6,615 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: 18,301 shares; 2024Q4: 14,962 shares; 2025Q1: 10,366 shares; 2025Q2: 9,985 shares; 2025Q3: 8,537 shares; 2025Q4: 10,529 shares; 2026Q1: 16,405 shares 16,405 $3.24M 0.02% +5,876 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 6,144 shares; 2025Q1: 7,393 shares; 2025Q2: 6,038 shares; 2025Q3: 10,105 shares; 2025Q4: 25,646 shares; 2026Q1: 24,722 shares 24,722 $3.24M 0.02% -924 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,803 shares; 2024Q4: 7,850 shares; 2025Q1: 9,919 shares; 2025Q2: 13,067 shares; 2025Q3: 17,125 shares; 2025Q4: 17,430 shares; 2026Q1: 48,075 shares 48,075 $3.23M 0.02% +30,645 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 13,430 shares; 2025Q1: 13,565 shares; 2025Q2: 13,295 shares; 2025Q3: 16,855 shares; 2025Q4: 25,277 shares; 2026Q1: 27,806 shares 27,806 $3.22M 0.02% +2,529 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,920 shares; 2024Q4: 21,921 shares; 2025Q1: 21,946 shares; 2025Q2: 19,333 shares; 2025Q3: 15,534 shares; 2025Q4: 12,622 shares; 2026Q1: 24,351 shares 24,351 $3.22M 0.02% +11,729 Timeline IBDW 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: 96,131 shares; 2024Q4: 106,195 shares; 2025Q1: 127,237 shares; 2025Q2: 127,537 shares; 2025Q3: 131,838 shares; 2025Q4: 132,108 shares; 2026Q1: 153,704 shares 153,704 $3.22M 0.02% +21,596 Timeline DEM 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: 13,284 shares; 2024Q4: 13,990 shares; 2025Q1: 13,602 shares; 2025Q2: 15,316 shares; 2025Q3: 91,831 shares; 2025Q4: 97,968 shares; 2026Q1: 64,736 shares 64,736 $3.22M 0.02% -33,232 Timeline IHE 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: 20,076 shares; 2024Q4: 20,485 shares; 2025Q1: 19,885 shares; 2025Q2: 19,985 shares; 2025Q3: 17,700 shares; 2025Q4: 26,621 shares; 2026Q1: 36,666 shares 36,666 $3.18M 0.02% +10,045 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,269 shares; 2024Q4: 5,702 shares; 2025Q1: 5,879 shares; 2025Q2: 6,698 shares; 2025Q3: 6,179 shares; 2025Q4: 5,978 shares; 2026Q1: 9,897 shares 9,897 $3.17M 0.02% +3,919 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,561 shares; 2024Q4: 12,401 shares; 2025Q1: 10,615 shares; 2025Q2: 8,349 shares; 2025Q3: 9,362 shares; 2025Q4: 8,292 shares; 2026Q1: 12,649 shares 12,649 $3.17M 0.02% +4,357 Timeline XSMO 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: 28,516 shares; 2025Q4: 34,824 shares; 2026Q1: 41,565 shares 41,565 $3.16M 0.02% +6,741 Timeline EMGF 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: 71,914 shares; 2024Q4: 67,962 shares; 2025Q1: 67,287 shares; 2025Q2: 47,535 shares; 2025Q3: 41,640 shares; 2025Q4: 41,640 shares; 2026Q1: 52,089 shares 52,089 $3.15M 0.02% +10,449 Timeline SPUT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,726 shares 118,726 $3.15M 0.02% new 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: 48,388 shares; 2024Q4: 55,754 shares; 2025Q1: 57,902 shares; 2025Q2: 61,918 shares; 2025Q3: 14,367 shares; 2025Q4: 14,534 shares; 2026Q1: 59,646 shares 59,646 $3.14M 0.02% +45,112 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: 238,937 shares; 2024Q4: 181,851 shares; 2025Q1: 171,937 shares; 2025Q2: 158,844 shares; 2025Q3: 232,738 shares; 2025Q4: 238,290 shares; 2026Q1: 269,329 shares 269,329 $3.11M 0.02% +31,039 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,636 shares; 2024Q4: 25,053 shares; 2025Q1: 26,016 shares; 2025Q2: 25,681 shares; 2025Q3: 14,117 shares; 2025Q4: 22,082 shares; 2026Q1: 37,311 shares 37,311 $3.08M 0.02% +15,229 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,870 shares; 2024Q4: 40,769 shares; 2025Q1: 41,144 shares; 2025Q2: 42,232 shares; 2025Q3: 36,797 shares; 2025Q4: 37,387 shares; 2026Q1: 54,467 shares 54,467 $3.07M 0.02% +17,080 Timeline BKSY BLACKSKY TECHNOLOGY INC More: the full row for BLACKSKY TECHNOLOGY 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: 134,860 shares; 2025Q4: 120,860 shares; 2026Q1: 121,136 shares 121,136 $3.05M 0.02% +276 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,449 shares; 2025Q4: 39,625 shares; 2026Q1: 41,730 shares 41,730 $3.01M 0.02% +2,105 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 8,275 shares; 2025Q1: 9,704 shares; 2025Q2: 8,167 shares; 2025Q3: 10,628 shares; 2025Q4: 10,880 shares; 2026Q1: 14,409 shares 14,409 $2.99M 0.02% +3,529 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,121 shares; 2024Q4: 16,602 shares; 2025Q1: 19,287 shares; 2025Q2: 16,715 shares; 2025Q3: 16,888 shares; 2025Q4: 17,881 shares; 2026Q1: 48,087 shares 48,087 $2.97M 0.02% +30,206 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,793 shares; 2024Q4: 6,354 shares; 2025Q1: 7,047 shares; 2025Q2: 6,868 shares; 2025Q3: 7,356 shares; 2025Q4: 8,732 shares; 2026Q1: 23,501 shares 23,501 $2.95M 0.02% +14,769 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,767 shares; 2024Q4: 20,356 shares; 2025Q1: 101,628 shares; 2025Q2: 17,584 shares; 2025Q3: 16,623 shares; 2025Q4: 22,257 shares; 2026Q1: 33,822 shares 33,822 $2.93M 0.02% +11,565 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,976 shares 99,976 $2.92M 0.02% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,766 shares; 2024Q4: 77,569 shares; 2025Q1: 61,338 shares; 2025Q2: 59,930 shares; 2025Q3: 49,902 shares; 2025Q4: 50,472 shares; 2026Q1: 59,927 shares 59,927 $2.92M 0.02% +9,455 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,341 shares; 2025Q4: 9,671 shares; 2026Q1: 11,917 shares 11,917 $2.92M 0.02% +2,246 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 1,854 shares; 2025Q1: 1,749 shares; 2025Q2: 1,847 shares; 2025Q3: 13,070 shares; 2025Q4: 13,701 shares; 2026Q1: 16,035 shares 16,035 $2.91M 0.02% +2,334 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,244 shares; 2025Q1: 10,361 shares; 2025Q2: 10,109 shares; 2025Q3: 9,185 shares; 2025Q4: 9,840 shares; 2026Q1: 10,717 shares 10,717 $2.9M 0.02% +877 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to 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: 46,067 shares 46,067 $2.9M 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,731 shares; 2024Q4: 7,986 shares; 2025Q1: 7,892 shares; 2025Q2: 7,528 shares; 2025Q3: 6,439 shares; 2025Q4: 7,013 shares; 2026Q1: 19,651 shares 19,651 $2.87M 0.02% +12,638 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,792 shares; 2024Q4: 82,747 shares; 2025Q1: 82,201 shares; 2025Q2: 81,551 shares; 2025Q3: 57,867 shares; 2025Q4: 123,413 shares; 2026Q1: 161,582 shares 161,582 $2.87M 0.02% +38,169 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 24,194 shares; 2025Q4: 22,892 shares; 2026Q1: 30,957 shares 30,957 $2.86M 0.02% +8,065 Timeline MEAR 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: 21,018 shares; 2024Q4: 21,029 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 26,571 shares; 2025Q4: 45,747 shares; 2026Q1: 56,894 shares 56,894 $2.86M 0.02% +11,147 Timeline SMMV 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: 77,161 shares; 2024Q4: 65,678 shares; 2025Q1: 61,878 shares; 2025Q2: 60,742 shares; 2025Q3: 67,873 shares; 2025Q4: 67,287 shares; 2026Q1: 64,845 shares 64,845 $2.83M 0.01% -2,442 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 5,030 shares; 2025Q1: 6,033 shares; 2025Q2: 6,037 shares; 2025Q3: 6,037 shares; 2025Q4: 5,105 shares; 2026Q1: 5,197 shares 5,197 $2.81M 0.01% +92 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 5,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,971 shares; 2025Q4: 37,258 shares; 2026Q1: 32,301 shares 32,301 $2.8M 0.01% -4,957 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 2,021 shares; 2025Q1: 2,814 shares; 2025Q2: 7,000 shares; 2025Q3: 6,377 shares; 2025Q4: 5,473 shares; 2026Q1: 6,998 shares 6,998 $2.79M 0.01% +1,525 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215 shares; 2024Q4: 1,207 shares; 2025Q1: 735 shares; 2025Q2: 898 shares; 2025Q3: 709 shares; 2025Q4: 1,290 shares; 2026Q1: 4,707 shares 4,707 $2.77M 0.01% +3,417 Timeline NUVB NUVATION BIO INC More: the full row for NUVATION BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,550 shares; 2025Q1: 127,050 shares; 2025Q2: 211,950 shares; 2025Q3: 161,600 shares; 2025Q4: 259,212 shares; 2026Q1: 643,734 shares 643,734 $2.76M 0.01% +384,522 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,177 shares; 2024Q4: 24,393 shares; 2025Q1: 24,684 shares; 2025Q2: 24,944 shares; 2025Q3: 28,901 shares; 2025Q4: 29,255 shares; 2026Q1: 34,334 shares 34,334 $2.75M 0.01% +5,079 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,747 shares; 2026Q1: 51,498 shares 51,498 $2.74M 0.01% +43,751 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,481 shares; 2024Q4: 11,811 shares; 2025Q1: 12,059 shares; 2025Q2: 11,765 shares; 2025Q3: 19,132 shares; 2025Q4: 22,610 shares; 2026Q1: 25,191 shares 25,191 $2.74M 0.01% +2,581 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,729 shares; 2025Q4: 55,276 shares; 2026Q1: 51,575 shares 51,575 $2.73M 0.01% -3,701 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,943 shares; 2024Q4: 91,055 shares; 2025Q1: 71,405 shares; 2025Q2: 68,758 shares; 2025Q3: 88,016 shares; 2025Q4: 76,789 shares; 2026Q1: 95,062 shares 95,062 $2.73M 0.01% +18,273 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,547 shares; 2024Q4: 36,188 shares; 2025Q1: 38,381 shares; 2025Q2: 42,680 shares; 2025Q3: 39,561 shares; 2025Q4: 43,183 shares; 2026Q1: 70,911 shares 70,911 $2.71M 0.01% +27,728 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,446 shares; 2024Q4: 50,264 shares; 2025Q1: 52,452 shares; 2025Q2: 53,125 shares; 2025Q3: 19,729 shares; 2025Q4: 18,056 shares; 2026Q1: 56,764 shares 56,764 $2.7M 0.01% +38,708 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,181 shares; 2024Q4: 16,487 shares; 2025Q1: 42,952 shares; 2025Q2: 129,243 shares; 2025Q3: 132,581 shares; 2025Q4: 152,009 shares; 2026Q1: 186,207 shares 186,207 $2.69M 0.01% +34,198 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 4,482 shares; 2025Q1: 4,623 shares; 2025Q2: 8,422 shares; 2025Q3: 11,321 shares; 2025Q4: 8,518 shares; 2026Q1: 19,941 shares 19,941 $2.69M 0.01% +11,423 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 33,987 shares; 2025Q1: 29,200 shares; 2025Q2: 28,685 shares; 2025Q3: 35,807 shares; 2025Q4: 45,056 shares; 2026Q1: 56,972 shares 56,972 $2.68M 0.01% +11,916 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,367 shares; 2024Q4: 146,141 shares; 2025Q1: 122,991 shares; 2025Q2: 133,369 shares; 2025Q3: 186,014 shares; 2025Q4: 189,158 shares; 2026Q1: 195,722 shares 195,722 $2.68M 0.01% +6,564 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,255 shares; 2024Q4: 4,304 shares; 2025Q1: 7,533 shares; 2025Q2: 4,569 shares; 2025Q3: 16,070 shares; 2025Q4: 43,319 shares; 2026Q1: 51,694 shares 51,694 $2.63M 0.01% +8,375 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,266 shares; 2024Q4: 49,466 shares; 2025Q1: 65,966 shares; 2025Q2: 67,965 shares; 2025Q3: 55,139 shares; 2025Q4: 54,729 shares; 2026Q1: 67,038 shares 67,038 $2.61M 0.01% +12,309 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,644 shares 124,644 $2.61M 0.01% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,543 shares; 2026Q1: 73,053 shares 73,053 $2.59M 0.01% +45,510 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,114 shares; 2024Q4: 34,941 shares; 2025Q1: 34,641 shares; 2025Q2: 33,405 shares; 2025Q3: 65,633 shares; 2025Q4: 41,798 shares; 2026Q1: 27,887 shares 27,887 $2.58M 0.01% -13,911 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,022 shares; 2025Q1: 2,055 shares; 2025Q2: 2,240 shares; 2025Q3: 4,549 shares; 2025Q4: 1,951 shares; 2026Q1: 5,901 shares 5,901 $2.57M 0.01% +3,950 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED 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: 80,034 shares; 2025Q4: 245,741 shares; 2026Q1: 248,542 shares 248,542 $2.57M 0.01% +2,801 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,619 shares; 2024Q4: 6,039 shares; 2025Q1: 25,467 shares; 2025Q2: 5,764 shares; 2025Q3: 6,731 shares; 2025Q4: 6,510 shares; 2026Q1: 7,474 shares 7,474 $2.57M 0.01% +964 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,057 shares; 2025Q4: 12,245 shares; 2026Q1: 47,317 shares 47,317 $2.54M 0.01% +35,072 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,266 shares; 2024Q4: 87,746 shares; 2025Q1: 62,555 shares; 2025Q2: 52,262 shares; 2025Q3: 35,078 shares; 2025Q4: 36,033 shares; 2026Q1: 54,112 shares 54,112 $2.54M 0.01% +18,079 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 13,193 shares; 2025Q1: 11,371 shares; 2025Q2: 11,100 shares; 2025Q3: 12,430 shares; 2025Q4: 13,960 shares; 2026Q1: 17,385 shares 17,385 $2.53M 0.01% +3,425 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: 12,649 shares; 2024Q4: 12,048 shares; 2025Q1: 11,757 shares; 2025Q2: 11,755 shares; 2025Q3: 3,578 shares; 2025Q4: 3,305 shares; 2026Q1: 12,850 shares 12,850 $2.52M 0.01% +9,545 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,378 shares; 2024Q4: 3,369 shares; 2025Q1: 2,303 shares; 2025Q2: 3,017 shares; 2025Q3: 2,367 shares; 2025Q4: 5,565 shares; 2026Q1: 8,520 shares 8,520 $2.52M 0.01% +2,955 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 5,061 shares; 2025Q1: 5,182 shares; 2025Q2: 5,382 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,538 shares 18,538 $2.52M 0.01% new Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS 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: 203,348 shares; 2026Q1: 143,541 shares 143,541 $2.51M 0.01% -59,807 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,020 shares; 2026Q1: 111,627 shares 111,627 $2.48M 0.01% +44,607 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: 4,246 shares; 2024Q4: 4,264 shares; 2025Q1: 4,536 shares; 2025Q2: 4,541 shares; 2025Q3: 4,517 shares; 2025Q4: 5,134 shares; 2026Q1: 6,379 shares 6,379 $2.48M 0.01% +1,245 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,904 shares 30,904 $2.47M 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: not reported; 2024Q4: 11,042 shares; 2025Q1: 11,206 shares; 2025Q2: 11,375 shares; 2025Q3: 11,181 shares; 2025Q4: 24,238 shares; 2026Q1: 20,873 shares 20,873 $2.47M 0.01% -3,365 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,916 shares; 2024Q4: 35,813 shares; 2025Q1: 49,636 shares; 2025Q2: 46,509 shares; 2025Q3: 44,278 shares; 2025Q4: 43,856 shares; 2026Q1: 41,070 shares 41,070 $2.46M 0.01% -2,786 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,191 shares; 2024Q4: 98,823 shares; 2025Q1: 84,362 shares; 2025Q2: 77,033 shares; 2025Q3: 73,204 shares; 2025Q4: 58,873 shares; 2026Q1: 60,928 shares 60,928 $2.45M 0.01% +2,055 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,628 shares; 2024Q4: 11,889 shares; 2025Q1: 18,386 shares; 2025Q2: 18,652 shares; 2025Q3: 20,631 shares; 2025Q4: 20,371 shares; 2026Q1: 17,278 shares 17,278 $2.42M 0.01% -3,093 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,893 shares; 2024Q4: 63,489 shares; 2025Q1: 44,410 shares; 2025Q2: 38,846 shares; 2025Q3: 35,935 shares; 2025Q4: 33,606 shares; 2026Q1: 47,115 shares 47,115 $2.42M 0.01% +13,509 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,754 shares; 2025Q4: 103,664 shares; 2026Q1: 84,170 shares 84,170 $2.42M 0.01% -19,494 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,074 shares; 2025Q4: 2,394 shares; 2026Q1: 8,891 shares 8,891 $2.4M 0.01% +6,497 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,206 shares; 2024Q4: 7,342 shares; 2025Q1: 9,309 shares; 2025Q2: 8,862 shares; 2025Q3: 14,990 shares; 2025Q4: 13,183 shares; 2026Q1: 31,863 shares 31,863 $2.4M 0.01% +18,680 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,362 shares; 2024Q4: 24,988 shares; 2025Q1: 18,240 shares; 2025Q2: 22,947 shares; 2025Q3: 17,706 shares; 2025Q4: 17,416 shares; 2026Q1: 21,438 shares 21,438 $2.38M 0.01% +4,022 Timeline AVGB AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,973 shares; 2026Q1: 46,274 shares 46,274 $2.34M 0.01% -1,699 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: 32,391 shares; 2024Q4: 32,785 shares; 2025Q1: 32,034 shares; 2025Q2: 32,845 shares; 2025Q3: 32,621 shares; 2025Q4: 33,422 shares; 2026Q1: 36,762 shares 36,762 $2.34M 0.01% +3,340 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 4,592 shares; 2025Q1: 3,344 shares; 2025Q2: 3,329 shares; 2025Q3: 3,217 shares; 2025Q4: 3,462 shares; 2026Q1: 4,731 shares 4,731 $2.32M 0.01% +1,269 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,432 shares; 2024Q4: 19,380 shares; 2025Q1: 19,108 shares; 2025Q2: 18,389 shares; 2025Q3: 19,092 shares; 2025Q4: 20,352 shares; 2026Q1: 25,310 shares 25,310 $2.31M 0.01% +4,958 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,513 shares; 2025Q1: 4,709 shares; 2025Q2: 4,170 shares; 2025Q3: 5,720 shares; 2025Q4: 8,772 shares; 2026Q1: 11,003 shares 11,003 $2.31M 0.01% +2,231 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,200 shares; 2025Q1: 5,847 shares; 2025Q2: 5,996 shares; 2025Q3: 5,002 shares; 2025Q4: 5,029 shares; 2026Q1: 18,725 shares 18,725 $2.3M 0.01% +13,696 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,728 shares; 2024Q4: not reported; 2025Q1: 63,728 shares; 2025Q2: not reported; 2025Q3: 64,781 shares; 2025Q4: 63,381 shares; 2026Q1: 63,381 shares 63,381 $2.29M 0.01% 0 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,681 shares; 2025Q4: 14,962 shares; 2026Q1: 30,298 shares 30,298 $2.29M 0.01% +15,336 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,252 shares; 2024Q4: 20,583 shares; 2025Q1: 27,737 shares; 2025Q2: 22,671 shares; 2025Q3: 30,830 shares; 2025Q4: 32,519 shares; 2026Q1: 109,991 shares 109,991 $2.28M 0.01% +77,472 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 110,000 shares; 2025Q1: 110,000 shares; 2025Q2: 110,000 shares; 2025Q3: 112,600 shares; 2025Q4: 112,600 shares; 2026Q1: 112,600 shares 112,600 $2.27M 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,901 shares; 2024Q4: 28,731 shares; 2025Q1: 28,521 shares; 2025Q2: 28,172 shares; 2025Q3: 7,303 shares; 2025Q4: 21,381 shares; 2026Q1: 48,541 shares 48,541 $2.26M 0.01% +27,160 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,339 shares; 2024Q4: 28,157 shares; 2025Q1: 51,347 shares; 2025Q2: 48,576 shares; 2025Q3: 32,381 shares; 2025Q4: 32,388 shares; 2026Q1: 47,089 shares 47,089 $2.25M 0.01% +14,701 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,562 shares; 2024Q4: 40,722 shares; 2025Q1: 42,548 shares; 2025Q2: 45,595 shares; 2025Q3: 43,026 shares; 2025Q4: 42,275 shares; 2026Q1: 50,335 shares 50,335 $2.25M 0.01% +8,060 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,162 shares; 2024Q4: 45,392 shares; 2025Q1: 42,736 shares; 2025Q2: 40,036 shares; 2025Q3: 5,102 shares; 2025Q4: not reported; 2026Q1: 32,796 shares 32,796 $2.24M 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,636 shares; 2024Q4: 23,001 shares; 2025Q1: 22,910 shares; 2025Q2: 22,881 shares; 2025Q3: 20,586 shares; 2025Q4: 20,823 shares; 2026Q1: 27,493 shares 27,493 $2.23M 0.01% +6,670 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,991 shares; 2024Q4: 56,340 shares; 2025Q1: 52,140 shares; 2025Q2: 46,340 shares; 2025Q3: 33,700 shares; 2025Q4: 48,314 shares; 2026Q1: 50,022 shares 50,022 $2.22M 0.01% +1,708 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: 11,120 shares; 2025Q1: 11,117 shares; 2025Q2: 10,417 shares; 2025Q3: 10,003 shares; 2025Q4: 16,423 shares; 2026Q1: 27,092 shares 27,092 $2.22M 0.01% +10,669 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,306 shares; 2024Q4: 40,682 shares; 2025Q1: 40,520 shares; 2025Q2: 39,876 shares; 2025Q3: 38,087 shares; 2025Q4: 44,295 shares; 2026Q1: 45,244 shares 45,244 $2.21M 0.01% +949 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,562 shares; 2026Q1: 18,982 shares 18,982 $2.2M 0.01% -2,580 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,843 shares 75,843 $2.2M 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,453 shares; 2024Q4: 25,584 shares; 2025Q1: 24,935 shares; 2025Q2: 23,398 shares; 2025Q3: 18,597 shares; 2025Q4: 14,798 shares; 2026Q1: 17,278 shares 17,278 $2.2M 0.01% +2,480 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,443 shares; 2025Q3: 80,387 shares; 2025Q4: 77,215 shares; 2026Q1: 47,010 shares 47,010 $2.19M 0.01% -30,205 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,313 shares; 2024Q4: 65,215 shares; 2025Q1: 55,157 shares; 2025Q2: 41,688 shares; 2025Q3: 37,728 shares; 2025Q4: 41,250 shares; 2026Q1: 52,288 shares 52,288 $2.18M 0.01% +11,038 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,959 shares 29,959 $2.18M 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,849 shares; 2024Q4: 74,084 shares; 2025Q1: not reported; 2025Q2: 64,746 shares; 2025Q3: 53,133 shares; 2025Q4: 60,681 shares; 2026Q1: 96,375 shares 96,375 $2.15M 0.01% +35,694 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,041 shares; 2025Q2: 11,504 shares; 2025Q3: 24,301 shares; 2025Q4: 34,072 shares; 2026Q1: 126,252 shares 126,252 $2.14M 0.01% +92,180 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,193 shares; 2025Q1: 43,354 shares; 2025Q2: 34,823 shares; 2025Q3: 85,622 shares; 2025Q4: 61,883 shares; 2026Q1: 84,991 shares 84,991 $2.14M 0.01% +23,108 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,593 shares; 2024Q4: 3,337 shares; 2025Q1: 3,218 shares; 2025Q2: 2,931 shares; 2025Q3: 3,984 shares; 2025Q4: 3,395 shares; 2026Q1: 7,366 shares 7,366 $2.14M 0.01% +3,971 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,473 shares; 2024Q4: 16,545 shares; 2025Q1: 17,122 shares; 2025Q2: 14,725 shares; 2025Q3: 10,599 shares; 2025Q4: 12,400 shares; 2026Q1: 18,966 shares 18,966 $2.13M 0.01% +6,566 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,831 shares; 2024Q4: 8,902 shares; 2025Q1: 8,362 shares; 2025Q2: 8,334 shares; 2025Q3: 8,611 shares; 2025Q4: 9,292 shares; 2026Q1: 9,483 shares 9,483 $2.13M 0.01% +191 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: not reported; 2024Q4: 10,751 shares; 2025Q1: 10,751 shares; 2025Q2: 10,751 shares; 2025Q3: 1,500 shares; 2025Q4: not reported; 2026Q1: 13,153 shares 13,153 $2.13M 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 887 shares; 2025Q1: 1,063 shares; 2025Q2: 938 shares; 2025Q3: 2,705 shares; 2025Q4: 2,706 shares; 2026Q1: 4,379 shares 4,379 $2.12M 0.01% +1,673 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 13,576 shares; 2025Q1: 13,827 shares; 2025Q2: 13,584 shares; 2025Q3: 16,212 shares; 2025Q4: 12,629 shares; 2026Q1: 17,885 shares 17,885 $2.12M 0.01% +5,256 Timeline DFGX 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: 47,836 shares; 2025Q4: 42,779 shares; 2026Q1: 40,448 shares 40,448 $2.12M 0.01% -2,331 Timeline DFSE 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: 43,984 shares; 2025Q4: 45,798 shares; 2026Q1: 49,789 shares 49,789 $2.11M 0.01% +3,991 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,715 shares; 2025Q4: 32,959 shares; 2026Q1: 52,338 shares 52,338 $2.1M 0.01% +19,379 Timeline GBIL 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: 9,800 shares; 2024Q4: 18,548 shares; 2025Q1: 13,782 shares; 2025Q2: 10,121 shares; 2025Q3: 11,279 shares; 2025Q4: 16,197 shares; 2026Q1: 20,882 shares 20,882 $2.09M 0.01% +4,685 Timeline IEO 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: 19,631 shares; 2024Q4: 19,681 shares; 2025Q1: 19,768 shares; 2025Q2: 18,530 shares; 2025Q3: 13,683 shares; 2025Q4: 15,532 shares; 2026Q1: 16,687 shares 16,687 $2.08M 0.01% +1,155 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: 7,626 shares; 2024Q4: 4,701 shares; 2025Q1: 4,809 shares; 2025Q2: 3,965 shares; 2025Q3: 5,301 shares; 2025Q4: 5,842 shares; 2026Q1: 7,097 shares 7,097 $2.08M 0.01% +1,255 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,943 shares; 2025Q1: 5,719 shares; 2025Q2: 5,670 shares; 2025Q3: 1,482 shares; 2025Q4: 1,536 shares; 2026Q1: 6,132 shares 6,132 $2.08M 0.01% +4,596 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,233 shares; 2024Q4: 33,123 shares; 2025Q1: 33,123 shares; 2025Q2: 32,746 shares; 2025Q3: 40,395 shares; 2025Q4: 41,386 shares; 2026Q1: 43,247 shares 43,247 $2.08M 0.01% +1,861 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 9,089 shares; 2025Q1: 10,184 shares; 2025Q2: 10,214 shares; 2025Q3: 12,612 shares; 2025Q4: 16,415 shares; 2026Q1: 22,408 shares 22,408 $2.07M 0.01% +5,993 Timeline CGW 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: 3,460 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,460 shares; 2025Q3: 23,360 shares; 2025Q4: 27,262 shares; 2026Q1: 32,375 shares 32,375 $2.07M 0.01% +5,113 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 33,411 shares; 2025Q1: 33,423 shares; 2025Q2: 33,935 shares; 2025Q3: 28,287 shares; 2025Q4: 31,912 shares; 2026Q1: 47,287 shares 47,287 $2.06M 0.01% +15,375 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,631 shares 88,631 $2.05M 0.01% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,729 shares 32,729 $2.05M 0.01% new Timeline OGIG 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: 54,491 shares; 2024Q4: 52,138 shares; 2025Q1: 51,094 shares; 2025Q2: 49,670 shares; 2025Q3: 45,648 shares; 2025Q4: 45,072 shares; 2026Q1: 50,081 shares 50,081 $2.04M 0.01% +5,009 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: 32,962 shares; 2024Q4: 32,932 shares; 2025Q1: 32,951 shares; 2025Q2: 32,932 shares; 2025Q3: 33,144 shares; 2025Q4: 34,144 shares; 2026Q1: 34,494 shares 34,494 $2.04M 0.01% +350 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,697 shares; 2025Q1: 2,965 shares; 2025Q2: 2,682 shares; 2025Q3: 3,291 shares; 2025Q4: 2,954 shares; 2026Q1: 11,025 shares 11,025 $2.04M 0.01% +8,071 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,051 shares; 2026Q1: 12,756 shares 12,756 $2.04M 0.01% -3,295 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,489 shares; 2026Q1: 3,202 shares 3,202 $2.03M 0.01% +1,713 Timeline GOVT 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: 9,859 shares; 2024Q4: 8,897 shares; 2025Q1: 9,098 shares; 2025Q2: 8,932 shares; 2025Q3: not reported; 2025Q4: 97,803 shares; 2026Q1: 88,781 shares 88,781 $2.03M 0.01% -9,022 Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,225 shares; 2025Q1: 6,025 shares; 2025Q2: 8,775 shares; 2025Q3: 29,611 shares; 2025Q4: 38,956 shares; 2026Q1: 43,841 shares 43,841 $2.03M 0.01% +4,885 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,523 shares 41,523 $2.02M 0.01% new 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: 3,712 shares; 2024Q4: 2,589 shares; 2025Q1: 2,917 shares; 2025Q2: 2,304 shares; 2025Q3: 3,325 shares; 2025Q4: 7,082 shares; 2026Q1: 23,174 shares 23,174 $2.01M 0.01% +16,092 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS 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: 20,335 shares; 2026Q1: 20,785 shares 20,785 $2.01M 0.01% +450 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,950 shares; 2024Q4: 18,890 shares; 2025Q1: 16,943 shares; 2025Q2: 15,723 shares; 2025Q3: 16,453 shares; 2025Q4: 32,829 shares; 2026Q1: 38,288 shares 38,288 $2.01M 0.01% +5,459 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,735 shares; 2026Q1: 36,651 shares 36,651 $2.01M 0.01% +11,916 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,255 shares; 2024Q4: 13,191 shares; 2025Q1: 12,539 shares; 2025Q2: 12,446 shares; 2025Q3: 1,341 shares; 2025Q4: not reported; 2026Q1: 13,726 shares 13,726 $2.01M 0.01% new Timeline ICLN 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: 146,952 shares; 2024Q4: 118,778 shares; 2025Q1: 106,196 shares; 2025Q2: 108,029 shares; 2025Q3: 115,067 shares; 2025Q4: 111,789 shares; 2026Q1: 109,664 shares 109,664 $2.01M 0.01% -2,125 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 3,914 shares; 2025Q1: 3,970 shares; 2025Q2: 4,378 shares; 2025Q3: 4,673 shares; 2025Q4: 4,481 shares; 2026Q1: 7,144 shares 7,144 $1.99M 0.01% +2,663 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 10,539 shares; 2025Q1: 10,560 shares; 2025Q2: 10,464 shares; 2025Q3: 1,994 shares; 2025Q4: 4,625 shares; 2026Q1: 14,699 shares 14,699 $1.99M 0.01% +10,074 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 18,693 shares; 2025Q1: 18,641 shares; 2025Q2: 18,868 shares; 2025Q3: 20,507 shares; 2025Q4: 20,862 shares; 2026Q1: 26,988 shares 26,988 $1.97M 0.01% +6,126 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 7,653 shares; 2025Q1: 7,700 shares; 2025Q2: 7,370 shares; 2025Q3: 7,307 shares; 2025Q4: 7,341 shares; 2026Q1: 8,428 shares 8,428 $1.97M 0.01% +1,087 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,069 shares; 2024Q4: 19,978 shares; 2025Q1: 17,941 shares; 2025Q2: 18,472 shares; 2025Q3: 17,237 shares; 2025Q4: 16,874 shares; 2026Q1: 26,995 shares 26,995 $1.94M 0.01% +10,121 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,778 shares; 2026Q1: 48,717 shares 48,717 $1.93M 0.01% -50,061 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13,906 shares; 2025Q1: 15,286 shares; 2025Q2: 14,375 shares; 2025Q3: 14,500 shares; 2025Q4: 14,381 shares; 2026Q1: 15,312 shares 15,312 $1.93M 0.01% +931 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 2,983 shares; 2025Q1: 1,452 shares; 2025Q2: 1,424 shares; 2025Q3: 2,424 shares; 2025Q4: 1,688 shares; 2026Q1: 4,857 shares 4,857 $1.93M 0.01% +3,169 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 810 shares; 2025Q1: 1,322 shares; 2025Q2: 899 shares; 2025Q3: 1,321 shares; 2025Q4: 1,294 shares; 2026Q1: 3,551 shares 3,551 $1.91M 0.01% +2,257 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,636 shares; 2024Q4: 36,286 shares; 2025Q1: 37,160 shares; 2025Q2: 36,748 shares; 2025Q3: 21,923 shares; 2025Q4: 22,546 shares; 2026Q1: 36,212 shares 36,212 $1.91M 0.01% +13,666 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,248 shares; 2024Q4: 41,125 shares; 2025Q1: 35,670 shares; 2025Q2: 37,704 shares; 2025Q3: 41,099 shares; 2025Q4: 42,248 shares; 2026Q1: 46,441 shares 46,441 $1.91M 0.01% +4,193 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,104 shares; 2024Q4: 2,602 shares; 2025Q1: 3,849 shares; 2025Q2: 3,295 shares; 2025Q3: 3,589 shares; 2025Q4: 3,492 shares; 2026Q1: 5,899 shares 5,899 $1.9M 0.01% +2,407 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 1,357 shares; 2025Q1: 1,447 shares; 2025Q2: 2,001 shares; 2025Q3: 1,356 shares; 2025Q4: 2,178 shares; 2026Q1: 6,851 shares 6,851 $1.9M 0.01% +4,673 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,577 shares; 2024Q4: 7,694 shares; 2025Q1: 9,170 shares; 2025Q2: 9,544 shares; 2025Q3: 20,841 shares; 2025Q4: 24,247 shares; 2026Q1: 25,711 shares 25,711 $1.9M 0.01% +1,464 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,664 shares; 2024Q4: 16,733 shares; 2025Q1: 16,074 shares; 2025Q2: 16,143 shares; 2025Q3: 26,785 shares; 2025Q4: 85,437 shares; 2026Q1: 97,108 shares 97,108 $1.9M 0.01% +11,671 Timeline BSCU 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: 11,536 shares; 2025Q4: 108,166 shares; 2026Q1: 113,157 shares 113,157 $1.89M 0.01% +4,991 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,122 shares; 2025Q4: 45,588 shares; 2026Q1: 42,600 shares 42,600 $1.88M 0.01% -2,988 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,971 shares; 2024Q4: 15,901 shares; 2025Q1: 14,125 shares; 2025Q2: 12,353 shares; 2025Q3: 11,036 shares; 2025Q4: 10,372 shares; 2026Q1: 11,063 shares 11,063 $1.87M 0.01% +691 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 427 shares; 2025Q1: 612 shares; 2025Q2: 4,130 shares; 2025Q3: 2,770 shares; 2025Q4: 2,842 shares; 2026Q1: 9,699 shares 9,699 $1.86M 0.01% +6,857 Timeline IXJ 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: 3,742 shares; 2024Q4: 3,792 shares; 2025Q1: 3,792 shares; 2025Q2: 3,792 shares; 2025Q3: 3,802 shares; 2025Q4: 25,797 shares; 2026Q1: 19,874 shares 19,874 $1.86M 0.01% -5,923 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,202 shares; 2024Q4: 17,198 shares; 2025Q1: 19,493 shares; 2025Q2: 15,737 shares; 2025Q3: 18,221 shares; 2025Q4: 18,404 shares; 2026Q1: 25,658 shares 25,658 $1.84M 0.01% +7,254 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,529 shares; 2025Q1: 5,529 shares; 2025Q2: 5,533 shares; 2025Q3: 5,529 shares; 2025Q4: 5,539 shares; 2026Q1: 5,546 shares 5,546 $1.83M 0.01% +7 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3,199 shares; 2025Q1: not reported; 2025Q2: 1,911 shares; 2025Q3: 14,388 shares; 2025Q4: 14,447 shares; 2026Q1: 14,544 shares 14,544 $1.83M 0.01% +97 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,100 shares; 2024Q4: 7,497 shares; 2025Q1: 11,178 shares; 2025Q2: 13,572 shares; 2025Q3: 15,790 shares; 2025Q4: 15,930 shares; 2026Q1: 15,858 shares 15,858 $1.83M 0.01% -72 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,344 shares 95,344 $1.83M 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: 4,337 shares; 2025Q1: 1,580 shares; 2025Q2: 1,639 shares; 2025Q3: 11,349 shares; 2025Q4: 11,185 shares; 2026Q1: 11,641 shares 11,641 $1.81M 0.01% +456 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,447 shares; 2024Q4: 46,453 shares; 2025Q1: not reported; 2025Q2: 40,809 shares; 2025Q3: 45,716 shares; 2025Q4: 48,544 shares; 2026Q1: 66,799 shares 66,799 $1.81M 0.01% +18,255 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 7,347 shares; 2025Q1: 7,384 shares; 2025Q2: 7,150 shares; 2025Q3: 5,363 shares; 2025Q4: 4,532 shares; 2026Q1: 8,524 shares 8,524 $1.8M 0.01% +3,992 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,074 shares; 2025Q4: 5,273 shares; 2026Q1: 6,375 shares 6,375 $1.8M 0.01% +1,102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,549 shares; 2026Q1: 17,820 shares 17,820 $1.8M 0.01% +271 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: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: not reported; 2025Q3: 669 shares; 2025Q4: 567 shares; 2026Q1: 2,969 shares 2,969 $1.8M 0.01% +2,402 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS 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: 35,726 shares; 2025Q4: 39,611 shares; 2026Q1: 94,394 shares 94,394 $1.79M 0.01% +54,783 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,980 shares; 2024Q4: 7,087 shares; 2025Q1: not reported; 2025Q2: 51,007 shares; 2025Q3: 57,681 shares; 2025Q4: 57,681 shares; 2026Q1: 63,338 shares 63,338 $1.79M 0.01% +5,657 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: 5,731 shares; 2024Q4: 7,963 shares; 2025Q1: 5,572 shares; 2025Q2: 13,693 shares; 2025Q3: 13,670 shares; 2025Q4: 15,745 shares; 2026Q1: 16,703 shares 16,703 $1.78M 0.01% +958 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: 24,706 shares; 2024Q4: 24,427 shares; 2025Q1: 24,160 shares; 2025Q2: 22,807 shares; 2025Q3: 25,691 shares; 2025Q4: 26,181 shares; 2026Q1: 26,845 shares 26,845 $1.78M 0.01% +664 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: 33,801 shares; 2024Q4: 31,582 shares; 2025Q1: 31,503 shares; 2025Q2: 31,464 shares; 2025Q3: 5,872 shares; 2025Q4: 7,730 shares; 2026Q1: 35,117 shares 35,117 $1.78M 0.01% +27,387 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,637 shares; 2025Q3: 5,083 shares; 2025Q4: 5,073 shares; 2026Q1: 27,684 shares 27,684 $1.78M 0.01% +22,611 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: 20,402 shares; 2024Q4: not reported; 2025Q1: 16,621 shares; 2025Q2: 18,267 shares; 2025Q3: 19,975 shares; 2025Q4: 20,963 shares; 2026Q1: 30,383 shares 30,383 $1.78M 0.01% +9,420 Timeline EYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,911 shares; 2025Q4: 34,028 shares; 2026Q1: 42,812 shares 42,812 $1.77M 0.01% +8,784 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 320 shares; 2025Q1: 386 shares; 2025Q2: 377 shares; 2025Q3: 1,446 shares; 2025Q4: 1,334 shares; 2026Q1: 1,620 shares 1,620 $1.77M 0.01% +286 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,839 shares; 2024Q4: 19,976 shares; 2025Q1: 20,376 shares; 2025Q2: 21,190 shares; 2025Q3: 16,300 shares; 2025Q4: 17,844 shares; 2026Q1: 24,726 shares 24,726 $1.76M 0.01% +6,882 Timeline AVSC 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: 25,266 shares; 2024Q4: 25,855 shares; 2025Q1: 16,173 shares; 2025Q2: 12,080 shares; 2025Q3: 14,262 shares; 2025Q4: 25,217 shares; 2026Q1: 28,282 shares 28,282 $1.76M 0.01% +3,065 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 35,089 shares; 2025Q1: 33,980 shares; 2025Q2: 34,449 shares; 2025Q3: 8,202 shares; 2025Q4: 17,863 shares; 2026Q1: 38,002 shares 38,002 $1.75M 0.01% +20,139 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,457 shares; 2024Q4: 10,555 shares; 2025Q1: 7,691 shares; 2025Q2: 7,596 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,293 shares 5,293 $1.74M 0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,201 shares; 2024Q4: 53,542 shares; 2025Q1: 54,279 shares; 2025Q2: 64,931 shares; 2025Q3: 47,223 shares; 2025Q4: 47,175 shares; 2026Q1: 48,658 shares 48,658 $1.73M 0.01% +1,483 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,197 shares; 2024Q4: 22,197 shares; 2025Q1: 21,484 shares; 2025Q2: 21,484 shares; 2025Q3: 30,060 shares; 2025Q4: 28,738 shares; 2026Q1: 51,494 shares 51,494 $1.73M 0.01% +22,756 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,066 shares; 2024Q4: 27,586 shares; 2025Q1: 20,625 shares; 2025Q2: 17,892 shares; 2025Q3: 14,485 shares; 2025Q4: 13,940 shares; 2026Q1: 33,978 shares 33,978 $1.71M 0.01% +20,038 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 1,490 shares; 2025Q1: 1,784 shares; 2025Q2: 1,978 shares; 2025Q3: 3,455 shares; 2025Q4: 3,492 shares; 2026Q1: 5,455 shares 5,455 $1.71M 0.01% +1,963 Timeline RDVY 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: 11,140 shares; 2024Q4: 17,605 shares; 2025Q1: 20,141 shares; 2025Q2: 19,696 shares; 2025Q3: 23,914 shares; 2025Q4: 24,849 shares; 2026Q1: 24,943 shares 24,943 $1.7M 0.01% +94 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 2,928 shares; 2025Q1: 3,109 shares; 2025Q2: 2,869 shares; 2025Q3: 2,427 shares; 2025Q4: 2,121 shares; 2026Q1: 12,369 shares 12,369 $1.7M 0.01% +10,248 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 15,538 shares; 2025Q1: 14,832 shares; 2025Q2: 21,294 shares; 2025Q3: 23,063 shares; 2025Q4: 14,694 shares; 2026Q1: 21,952 shares 21,952 $1.69M 0.01% +7,258 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,687 shares; 2024Q4: 32,267 shares; 2025Q1: 28,988 shares; 2025Q2: 24,411 shares; 2025Q3: 26,078 shares; 2025Q4: 22,992 shares; 2026Q1: 25,950 shares 25,950 $1.69M 0.01% +2,958 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,756 shares; 2024Q4: 15,008 shares; 2025Q1: 14,632 shares; 2025Q2: 15,227 shares; 2025Q3: 10,796 shares; 2025Q4: 12,696 shares; 2026Q1: 16,250 shares 16,250 $1.68M 0.01% +3,554 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,966 shares; 2024Q4: 21,799 shares; 2025Q1: 21,967 shares; 2025Q2: 47,467 shares; 2025Q3: 150,943 shares; 2025Q4: 155,157 shares; 2026Q1: 167,854 shares 167,854 $1.68M 0.01% +12,697 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA 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: 87,423 shares 87,423 $1.68M 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,034 shares; 2024Q4: 8,615 shares; 2025Q1: 8,626 shares; 2025Q2: 8,605 shares; 2025Q3: 10,145 shares; 2025Q4: 11,739 shares; 2026Q1: 15,085 shares 15,085 $1.68M 0.01% +3,346 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,205 shares; 2025Q4: 44,390 shares; 2026Q1: 35,569 shares 35,569 $1.64M 0.01% -8,821 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: 9,948 shares; 2024Q4: 10,751 shares; 2025Q1: 12,277 shares; 2025Q2: 11,794 shares; 2025Q3: 11,315 shares; 2025Q4: 13,576 shares; 2026Q1: 16,924 shares 16,924 $1.64M 0.01% +3,348 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,828 shares 14,828 $1.64M 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,182 shares; 2024Q4: 5,163 shares; 2025Q1: 5,220 shares; 2025Q2: 4,227 shares; 2025Q3: 11,864 shares; 2025Q4: 13,819 shares; 2026Q1: 17,984 shares 17,984 $1.64M 0.01% +4,165 Timeline NTSK NETSKOPE INC More: the full row for NETSKOPE 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: 192,762 shares 192,762 $1.64M 0.01% new Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 7,094 shares; 2025Q1: 7,847 shares; 2025Q2: 9,101 shares; 2025Q3: 14,118 shares; 2025Q4: 13,447 shares; 2026Q1: 12,859 shares 12,859 $1.63M 0.01% -588 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,003 shares 54,003 $1.63M 0.01% new Timeline ITB 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: 12,180 shares; 2024Q4: 12,170 shares; 2025Q1: 12,170 shares; 2025Q2: 12,196 shares; 2025Q3: 10,718 shares; 2025Q4: 18,215 shares; 2026Q1: 17,852 shares 17,852 $1.62M 0.01% -363 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: 2,970 shares; 2024Q4: 3,291 shares; 2025Q1: 3,890 shares; 2025Q2: 3,423 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,426 shares 21,426 $1.61M 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,950 shares; 2024Q4: 18,825 shares; 2025Q1: 20,776 shares; 2025Q2: 20,341 shares; 2025Q3: 15,931 shares; 2025Q4: 17,055 shares; 2026Q1: 21,961 shares 21,961 $1.61M 0.01% +4,906 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,293 shares; 2025Q3: 2,948 shares; 2025Q4: 3,709 shares; 2026Q1: 6,963 shares 6,963 $1.6M 0.01% +3,254 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 4,212 shares; 2025Q1: 5,959 shares; 2025Q2: 5,129 shares; 2025Q3: 6,875 shares; 2025Q4: 7,258 shares; 2026Q1: 7,671 shares 7,671 $1.6M 0.01% +413 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,870 shares; 2024Q4: 5,058 shares; 2025Q1: 7,521 shares; 2025Q2: 7,547 shares; 2025Q3: 7,501 shares; 2025Q4: 7,963 shares; 2026Q1: 7,783 shares 7,783 $1.59M 0.01% -180 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX 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: 46,140 shares 46,140 $1.59M 0.01% new Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,710 shares; 2024Q4: 24,999 shares; 2025Q1: 20,974 shares; 2025Q2: 18,019 shares; 2025Q3: 19,801 shares; 2025Q4: 15,557 shares; 2026Q1: 15,610 shares 15,610 $1.59M 0.01% +53 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,477 shares; 2026Q1: 39,577 shares 39,577 $1.57M 0.01% -3,900 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,461 shares; 2025Q3: 18,391 shares; 2025Q4: 18,622 shares; 2026Q1: 30,017 shares 30,017 $1.56M 0.01% +11,395 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,659 shares; 2024Q4: 1,847 shares; 2025Q1: 1,758 shares; 2025Q2: 2,824 shares; 2025Q3: 4,553 shares; 2025Q4: 4,604 shares; 2026Q1: 5,650 shares 5,650 $1.55M 0.01% +1,046 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,034 shares; 2024Q4: 15,408 shares; 2025Q1: 13,535 shares; 2025Q2: 14,042 shares; 2025Q3: 14,697 shares; 2025Q4: 17,021 shares; 2026Q1: 23,335 shares 23,335 $1.55M 0.01% +6,314 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,701 shares; 2024Q4: 39,565 shares; 2025Q1: 30,393 shares; 2025Q2: 29,820 shares; 2025Q3: 31,160 shares; 2025Q4: 35,119 shares; 2026Q1: 35,984 shares 35,984 $1.55M 0.01% +865 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,666 shares; 2025Q4: 44,512 shares; 2026Q1: 44,512 shares 44,512 $1.55M 0.01% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,654 shares; 2024Q4: 93,293 shares; 2025Q1: 99,778 shares; 2025Q2: 99,903 shares; 2025Q3: 75,790 shares; 2025Q4: 79,792 shares; 2026Q1: 102,206 shares 102,206 $1.55M 0.01% +22,414 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,756 shares; 2025Q4: 8,365 shares; 2026Q1: 26,164 shares 26,164 $1.54M 0.01% +17,799 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 5,530 shares; 2025Q1: 5,487 shares; 2025Q2: 8,494 shares; 2025Q3: not reported; 2025Q4: 5,775 shares; 2026Q1: 18,605 shares 18,605 $1.53M 0.01% +12,830 Timeline IFGL 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: 23,415 shares; 2024Q4: 23,100 shares; 2025Q1: 23,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,756 shares; 2026Q1: 68,557 shares 68,557 $1.53M 0.01% -34,199 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: 9,529 shares; 2024Q4: 8,024 shares; 2025Q1: 7,948 shares; 2025Q2: 7,851 shares; 2025Q3: 7,597 shares; 2025Q4: 11,943 shares; 2026Q1: 13,022 shares 13,022 $1.53M 0.01% +1,079 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,900 shares; 2025Q4: 36,140 shares; 2026Q1: 37,080 shares 37,080 $1.53M 0.01% +940 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,506 shares; 2025Q1: 8,005 shares; 2025Q2: 12,858 shares; 2025Q3: 19,865 shares; 2025Q4: 26,801 shares; 2026Q1: 29,933 shares 29,933 $1.53M 0.01% +3,132 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,148 shares; 2025Q1: 6,548 shares; 2025Q2: 7,076 shares; 2025Q3: 7,577 shares; 2025Q4: 7,563 shares; 2026Q1: 7,588 shares 7,588 $1.52M 0.01% +25 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,252 shares; 2024Q4: 24,268 shares; 2025Q1: 24,270 shares; 2025Q2: 23,867 shares; 2025Q3: 22,736 shares; 2025Q4: 22,419 shares; 2026Q1: 36,393 shares 36,393 $1.52M 0.01% +13,974 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,299 shares; 2024Q4: 15,559 shares; 2025Q1: 14,112 shares; 2025Q2: 13,730 shares; 2025Q3: 11,050 shares; 2025Q4: 14,759 shares; 2026Q1: 20,965 shares 20,965 $1.52M 0.01% +6,206 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 47,021 shares; 2025Q4: 47,784 shares; 2026Q1: 64,154 shares 64,154 $1.52M 0.01% +16,370 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,984 shares 29,984 $1.51M 0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 223 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 224 shares; 2025Q4: 223 shares; 2026Q1: 229 shares 229 $1.51M 0.01% +6 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: 3,674 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,258 shares; 2025Q3: 3,157 shares; 2025Q4: 4,702 shares; 2026Q1: 16,167 shares 16,167 $1.51M 0.01% +11,465 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,374 shares; 2025Q3: 1,492 shares; 2025Q4: 1,398 shares; 2026Q1: 4,810 shares 4,810 $1.5M 0.01% +3,412 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: 9,716 shares; 2024Q4: 5,523 shares; 2025Q1: 5,523 shares; 2025Q2: 5,616 shares; 2025Q3: 11,793 shares; 2025Q4: 11,827 shares; 2026Q1: 16,077 shares 16,077 $1.5M 0.01% +4,250 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,668 shares; 2026Q1: 10,735 shares 10,735 $1.5M 0.01% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,323 shares 41,323 $1.5M 0.01% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,664 shares 40,664 $1.49M 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 360 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 1,360 shares 1,360 $1.49M 0.01% +979 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,330 shares; 2024Q4: 8,888 shares; 2025Q1: 8,795 shares; 2025Q2: 8,208 shares; 2025Q3: 9,910 shares; 2025Q4: 9,827 shares; 2026Q1: 12,875 shares 12,875 $1.49M 0.01% +3,048 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: not reported; 2025Q1: 1,298 shares; 2025Q2: 1,584 shares; 2025Q3: 2,052 shares; 2025Q4: 1,971 shares; 2026Q1: 2,702 shares 2,702 $1.48M 0.01% +731 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,715 shares; 2025Q4: 85,860 shares; 2026Q1: 95,476 shares 95,476 $1.48M 0.01% +9,616 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,658 shares; 2025Q1: 77,003 shares; 2025Q2: 79,199 shares; 2025Q3: 88,262 shares; 2025Q4: 81,648 shares; 2026Q1: 74,631 shares 74,631 $1.48M 0.01% -7,017 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,362 shares; 2024Q4: 90,021 shares; 2025Q1: 89,516 shares; 2025Q2: 88,041 shares; 2025Q3: 91,380 shares; 2025Q4: 60,695 shares; 2026Q1: 16,673 shares 16,673 $1.48M 0.01% -44,022 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,281 shares; 2024Q4: 15,597 shares; 2025Q1: 15,917 shares; 2025Q2: 14,744 shares; 2025Q3: 14,752 shares; 2025Q4: 14,628 shares; 2026Q1: 13,855 shares 13,855 $1.48M 0.01% -773 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,343 shares; 2024Q4: 53,508 shares; 2025Q1: 52,997 shares; 2025Q2: 84,247 shares; 2025Q3: 144,568 shares; 2025Q4: 139,276 shares; 2026Q1: 143,305 shares 143,305 $1.48M 0.01% +4,029 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,759 shares; 2024Q4: 68,061 shares; 2025Q1: 64,884 shares; 2025Q2: 61,563 shares; 2025Q3: 54,233 shares; 2025Q4: 53,286 shares; 2026Q1: 64,021 shares 64,021 $1.47M 0.01% +10,735 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 3,054 shares; 2025Q1: 2,465 shares; 2025Q2: 3,159 shares; 2025Q3: 4,242 shares; 2025Q4: 4,488 shares; 2026Q1: 8,633 shares 8,633 $1.46M 0.01% +4,145 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: 12,409 shares; 2024Q4: 8,819 shares; 2025Q1: 11,255 shares; 2025Q2: 8,554 shares; 2025Q3: 12,031 shares; 2025Q4: 14,571 shares; 2026Q1: 26,410 shares 26,410 $1.46M 0.01% +11,839 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,456 shares; 2026Q1: 27,011 shares 27,011 $1.45M 0.01% -3,445 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 11,013 shares; 2025Q1: 10,807 shares; 2025Q2: 10,767 shares; 2025Q3: 10,415 shares; 2025Q4: 10,437 shares; 2026Q1: 29,995 shares 29,995 $1.45M 0.01% +19,558 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 18,825 shares; 2025Q1: 18,825 shares; 2025Q2: 18,825 shares; 2025Q3: 15,230 shares; 2025Q4: 15,233 shares; 2026Q1: 15,236 shares 15,236 $1.45M 0.01% +3 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: 19,353 shares; 2025Q4: 19,396 shares; 2026Q1: 19,138 shares 19,138 $1.44M 0.01% -258 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: 3,758 shares; 2024Q4: 3,339 shares; 2025Q1: 4,278 shares; 2025Q2: 17,080 shares; 2025Q3: 18,502 shares; 2025Q4: 28,953 shares; 2026Q1: 63,601 shares 63,601 $1.44M 0.01% +34,648 Timeline REET 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: 18,631 shares; 2024Q4: 19,631 shares; 2025Q1: 19,631 shares; 2025Q2: 18,980 shares; 2025Q3: 39,051 shares; 2025Q4: 39,052 shares; 2026Q1: 57,101 shares 57,101 $1.44M 0.01% +18,049 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,223 shares; 2024Q4: 17,870 shares; 2025Q1: 15,820 shares; 2025Q2: 17,645 shares; 2025Q3: 19,790 shares; 2025Q4: 19,296 shares; 2026Q1: 15,463 shares 15,463 $1.43M 0.01% -3,833 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 2,202 shares; 2026Q1: 2,417 shares 2,417 $1.43M 0.01% +215 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 4,375 shares; 2025Q1: 7,351 shares; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 3,751 shares; 2026Q1: 14,307 shares 14,307 $1.43M 0.01% +10,556 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,804 shares; 2026Q1: 31,379 shares 31,379 $1.43M 0.01% +20,575 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,782 shares 15,782 $1.43M 0.01% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,300 shares; 2024Q4: 47,733 shares; 2025Q1: 46,780 shares; 2025Q2: 47,151 shares; 2025Q3: 12,700 shares; 2025Q4: 7,217 shares; 2026Q1: 20,482 shares 20,482 $1.42M 0.01% +13,265 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,110 shares; 2024Q4: 9,359 shares; 2025Q1: 4,639 shares; 2025Q2: 11,558 shares; 2025Q3: 9,132 shares; 2025Q4: 9,021 shares; 2026Q1: 4,989 shares 4,989 $1.42M 0.01% -4,032 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,336 shares; 2024Q4: 13,842 shares; 2025Q1: 44,648 shares; 2025Q2: 57,699 shares; 2025Q3: 65,609 shares; 2025Q4: 65,615 shares; 2026Q1: 63,472 shares 63,472 $1.41M 0.01% -2,143 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR 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: 195,178 shares; 2026Q1: 124,720 shares 124,720 $1.41M 0.01% -70,458 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,594 shares; 2024Q4: 18,813 shares; 2025Q1: 18,813 shares; 2025Q2: 18,813 shares; 2025Q3: 18,062 shares; 2025Q4: 15,794 shares; 2026Q1: 16,581 shares 16,581 $1.41M 0.01% +787 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,755 shares; 2024Q4: 47,077 shares; 2025Q1: 46,364 shares; 2025Q2: 46,811 shares; 2025Q3: 49,336 shares; 2025Q4: 47,635 shares; 2026Q1: 47,221 shares 47,221 $1.39M 0.01% -414 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,155 shares; 2024Q4: 13,125 shares; 2025Q1: 13,125 shares; 2025Q2: 13,125 shares; 2025Q3: 17,157 shares; 2025Q4: 17,164 shares; 2026Q1: 22,605 shares 22,605 $1.39M 0.01% +5,441 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: 1,042 shares; 2025Q2: 1,028 shares; 2025Q3: 1,029 shares; 2025Q4: 1,058 shares; 2026Q1: 1,298 shares 1,298 $1.39M 0.01% +240 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,166 shares; 2024Q4: 66,416 shares; 2025Q1: 59,083 shares; 2025Q2: 51,783 shares; 2025Q3: 44,031 shares; 2025Q4: 39,357 shares; 2026Q1: 45,094 shares 45,094 $1.38M 0.01% +5,737 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,498 shares; 2025Q2: 74,231 shares; 2025Q3: 59,456 shares; 2025Q4: 31,896 shares; 2026Q1: 87,280 shares 87,280 $1.38M 0.01% +55,384 Timeline PEY 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: 58,349 shares; 2024Q4: 57,536 shares; 2025Q1: 60,066 shares; 2025Q2: 59,479 shares; 2025Q3: 54,287 shares; 2025Q4: 61,477 shares; 2026Q1: 64,157 shares 64,157 $1.37M 0.01% +2,680 Timeline CLIP 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: 9,209 shares; 2024Q4: 10,681 shares; 2025Q1: 10,999 shares; 2025Q2: 11,069 shares; 2025Q3: 13,037 shares; 2025Q4: 14,346 shares; 2026Q1: 13,680 shares 13,680 $1.37M 0.01% -666 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,426 shares; 2025Q1: 4,237 shares; 2025Q2: 3,890 shares; 2025Q3: 2,586 shares; 2025Q4: 3,104 shares; 2026Q1: 8,015 shares 8,015 $1.37M 0.01% +4,911 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,306 shares 9,306 $1.37M 0.01% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,428 shares 26,428 $1.37M 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,909 shares; 2024Q4: 14,056 shares; 2025Q1: 13,154 shares; 2025Q2: 14,328 shares; 2025Q3: 13,095 shares; 2025Q4: 14,282 shares; 2026Q1: 21,782 shares 21,782 $1.37M 0.01% +7,500 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: 3,489 shares; 2024Q4: 3,301 shares; 2025Q1: 3,286 shares; 2025Q2: 3,170 shares; 2025Q3: 2,883 shares; 2025Q4: 3,773 shares; 2026Q1: 6,558 shares 6,558 $1.35M 0.01% +2,785 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,376 shares; 2024Q4: 13,840 shares; 2025Q1: 14,938 shares; 2025Q2: 14,384 shares; 2025Q3: 10,664 shares; 2025Q4: 12,532 shares; 2026Q1: 19,052 shares 19,052 $1.35M 0.01% +6,520 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,476 shares 7,476 $1.35M 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 109 shares; 2025Q1: 132 shares; 2025Q2: 107 shares; 2025Q3: 334 shares; 2025Q4: 284 shares; 2026Q1: 397 shares 397 $1.34M 0.01% +113 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,789 shares 64,789 $1.34M 0.01% new 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: 39,686 shares; 2024Q4: 42,291 shares; 2025Q1: 41,737 shares; 2025Q2: 35,702 shares; 2025Q3: 12,110 shares; 2025Q4: 27,552 shares; 2026Q1: 31,649 shares 31,649 $1.34M 0.01% +4,097 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 20,053 shares; 2025Q1: 21,501 shares; 2025Q2: 22,034 shares; 2025Q3: 22,829 shares; 2025Q4: 25,281 shares; 2026Q1: 27,863 shares 27,863 $1.34M 0.01% +2,582 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: 4,867 shares; 2024Q4: 6,446 shares; 2025Q1: 6,651 shares; 2025Q2: 8,829 shares; 2025Q3: 5,194 shares; 2025Q4: 5,247 shares; 2026Q1: 11,352 shares 11,352 $1.34M 0.01% +6,105 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,360 shares; 2024Q4: 37,900 shares; 2025Q1: 128,159 shares; 2025Q2: 41,698 shares; 2025Q3: 25,378 shares; 2025Q4: 36,039 shares; 2026Q1: 36,324 shares 36,324 $1.33M 0.01% +285 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,702 shares; 2024Q4: 16,533 shares; 2025Q1: 11,794 shares; 2025Q2: 9,932 shares; 2025Q3: 9,928 shares; 2025Q4: 9,858 shares; 2026Q1: 9,858 shares 9,858 $1.33M 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 830 shares; 2025Q1: 719 shares; 2025Q2: 775 shares; 2025Q3: 536 shares; 2025Q4: 589 shares; 2026Q1: 1,148 shares 1,148 $1.33M 0.01% +559 Timeline IBHI 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: 22,532 shares; 2024Q4: 27,609 shares; 2025Q1: 38,274 shares; 2025Q2: 37,894 shares; 2025Q3: 41,202 shares; 2025Q4: 48,616 shares; 2026Q1: 57,105 shares 57,105 $1.33M 0.01% +8,489 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,495 shares; 2024Q4: 42,957 shares; 2025Q1: 36,608 shares; 2025Q2: 22,951 shares; 2025Q3: 16,796 shares; 2025Q4: 12,148 shares; 2026Q1: 18,253 shares 18,253 $1.33M 0.01% +6,105 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,849 shares; 2024Q4: 23,451 shares; 2025Q1: 20,896 shares; 2025Q2: 19,778 shares; 2025Q3: 13,532 shares; 2025Q4: 18,695 shares; 2026Q1: 22,070 shares 22,070 $1.3M 0.01% +3,375 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: 8,397 shares; 2024Q4: 9,091 shares; 2025Q1: 8,473 shares; 2025Q2: 6,696 shares; 2025Q3: 31,500 shares; 2025Q4: 27,958 shares; 2026Q1: 19,921 shares 19,921 $1.3M 0.01% -8,037 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,316 shares 39,316 $1.3M 0.01% new Timeline VOX 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: 1,279 shares; 2025Q4: 2,720 shares; 2026Q1: 7,195 shares 7,195 $1.29M 0.01% +4,475 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,595 shares; 2024Q4: 25,903 shares; 2025Q1: 17,282 shares; 2025Q2: 16,085 shares; 2025Q3: 19,231 shares; 2025Q4: 17,485 shares; 2026Q1: 12,583 shares 12,583 $1.29M 0.01% -4,902 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,109 shares; 2025Q1: 1,121 shares; 2025Q2: 1,144 shares; 2025Q3: 584 shares; 2025Q4: 711 shares; 2026Q1: 1,312 shares 1,312 $1.29M 0.01% +601 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,330 shares; 2025Q2: 4,130 shares; 2025Q3: 14,712 shares; 2025Q4: 16,071 shares; 2026Q1: 13,921 shares 13,921 $1.29M 0.01% -2,150 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,540 shares; 2026Q1: 11,092 shares 11,092 $1.28M 0.01% +2,552 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,883 shares; 2025Q4: 28,104 shares; 2026Q1: 33,479 shares 33,479 $1.28M 0.01% +5,375 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,834 shares; 2025Q1: 1,817 shares; 2025Q2: 2,212 shares; 2025Q3: 3,024 shares; 2025Q4: 3,160 shares; 2026Q1: 3,563 shares 3,563 $1.28M 0.01% +403 Timeline SGVT 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: 12,680 shares 12,680 $1.28M 0.01% new Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,279 shares; 2025Q4: 6,468 shares; 2026Q1: 11,003 shares 11,003 $1.28M 0.01% +4,535 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares 1,009 $1.27M 0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,666 shares; 2025Q4: 15,931 shares; 2026Q1: 14,450 shares 14,450 $1.27M 0.01% -1,481 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: 3,800 shares; 2024Q4: 3,648 shares; 2025Q1: 2,997 shares; 2025Q2: 2,350 shares; 2025Q3: 3,759 shares; 2025Q4: 3,298 shares; 2026Q1: 5,842 shares 5,842 $1.27M 0.01% +2,544 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,840 shares 25,840 $1.26M 0.01% new Timeline RSPT 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: 27,980 shares; 2024Q4: 27,881 shares; 2025Q1: 27,882 shares; 2025Q2: 27,883 shares; 2025Q3: 17,908 shares; 2025Q4: 19,384 shares; 2026Q1: 27,885 shares 27,885 $1.26M 0.01% +8,501 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,643 shares; 2025Q1: 2,591 shares; 2025Q2: 2,549 shares; 2025Q3: 1,631 shares; 2025Q4: 2,214 shares; 2026Q1: 6,990 shares 6,990 $1.26M 0.01% +4,776 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,768 shares; 2025Q1: 12,768 shares; 2025Q2: 12,768 shares; 2025Q3: 12,768 shares; 2025Q4: 11,770 shares; 2026Q1: 11,839 shares 11,839 $1.26M 0.01% +69 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,925 shares 33,925 $1.25M 0.01% new 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: 26,656 shares; 2024Q4: 26,317 shares; 2025Q1: 27,453 shares; 2025Q2: 27,618 shares; 2025Q3: 27,455 shares; 2025Q4: 27,514 shares; 2026Q1: 27,636 shares 27,636 $1.25M 0.01% +122 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,663 shares; 2025Q1: 4,658 shares; 2025Q2: 4,661 shares; 2025Q3: 3,768 shares; 2025Q4: 4,445 shares; 2026Q1: 5,691 shares 5,691 $1.25M 0.01% +1,246 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 16,810 shares; 2025Q1: 20,528 shares; 2025Q2: 18,462 shares; 2025Q3: 22,347 shares; 2025Q4: 21,955 shares; 2026Q1: 22,817 shares 22,817 $1.24M 0.01% +862 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,632 shares; 2025Q4: 12,857 shares; 2026Q1: 12,443 shares 12,443 $1.24M 0.01% -414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,413 shares 43,413 $1.23M 0.01% new 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: not reported; 2024Q4: 2,155 shares; 2025Q1: 2,803 shares; 2025Q2: not reported; 2025Q3: 3,314 shares; 2025Q4: 4,146 shares; 2026Q1: 9,722 shares 9,722 $1.23M 0.01% +5,576 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,366 shares; 2024Q4: 6,218 shares; 2025Q1: 5,474 shares; 2025Q2: 7,540 shares; 2025Q3: 7,466 shares; 2025Q4: 10,366 shares; 2026Q1: 13,323 shares 13,323 $1.23M 0.01% +2,957 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 16,291 shares; 2026Q1: 26,191 shares 26,191 $1.22M 0.01% +9,900 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 8,459 shares; 2025Q1: 8,459 shares; 2025Q2: 7,559 shares; 2025Q3: 7,759 shares; 2025Q4: 7,784 shares; 2026Q1: 27,064 shares 27,064 $1.22M 0.01% +19,280 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,411 shares; 2024Q4: 3,963 shares; 2025Q1: 4,117 shares; 2025Q2: 3,836 shares; 2025Q3: 3,972 shares; 2025Q4: 4,436 shares; 2026Q1: 5,092 shares 5,092 $1.22M 0.01% +656 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 4,595 shares; 2025Q1: 4,870 shares; 2025Q2: 7,870 shares; 2025Q3: 4,420 shares; 2025Q4: 3,400 shares; 2026Q1: 11,025 shares 11,025 $1.22M 0.01% +7,625 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,438 shares; 2025Q3: 14,419 shares; 2025Q4: 21,800 shares; 2026Q1: 29,569 shares 29,569 $1.21M 0.01% +7,769 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,329 shares; 2025Q4: 14,261 shares; 2026Q1: 13,659 shares 13,659 $1.2M 0.01% -602 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,211 shares; 2025Q1: 2,211 shares; 2025Q2: 2,180 shares; 2025Q3: 2,355 shares; 2025Q4: 5,797 shares; 2026Q1: 9,580 shares 9,580 $1.2M 0.01% +3,783 Timeline GNR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,191 shares; 2026Q1: 15,675 shares 15,675 $1.17M 0.01% +10,484 Timeline BBAX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,683 shares 19,683 $1.17M 0.01% new 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: 17,294 shares; 2026Q1: 20,878 shares 20,878 $1.17M 0.01% +3,584 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,773 shares; 2026Q1: 20,661 shares 20,661 $1.17M 0.01% -11,112 Timeline AVEE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,349 shares 18,349 $1.16M 0.01% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,241 shares; 2024Q4: 13,993 shares; 2025Q1: 14,167 shares; 2025Q2: 18,137 shares; 2025Q3: 26,238 shares; 2025Q4: 26,163 shares; 2026Q1: 24,180 shares 24,180 $1.16M 0.01% -1,983 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: 3,638 shares; 2024Q4: 2,474 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,771 shares; 2025Q4: 5,050 shares; 2026Q1: 10,064 shares 10,064 $1.16M 0.01% +5,014 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 347 shares; 2026Q1: 836 shares 836 $1.15M 0.01% +489 Timeline TSMU GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,500 shares; 2025Q4: 22,800 shares; 2026Q1: 22,800 shares 22,800 $1.15M 0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,303 shares; 2025Q2: 49,612 shares; 2025Q3: 50,519 shares; 2025Q4: 62,519 shares; 2026Q1: 62,519 shares 62,519 $1.15M 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 311 shares; 2025Q1: 346 shares; 2025Q2: 348 shares; 2025Q3: 586 shares; 2025Q4: 644 shares; 2026Q1: 664 shares 664 $1.15M 0.01% +20 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,186 shares; 2024Q4: 7,311 shares; 2025Q1: 7,311 shares; 2025Q2: 5,911 shares; 2025Q3: 3,120 shares; 2025Q4: 5,057 shares; 2026Q1: 13,588 shares 13,588 $1.15M 0.01% +8,531 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,380 shares; 2024Q4: 7,289 shares; 2025Q1: 7,168 shares; 2025Q2: 7,813 shares; 2025Q3: 9,013 shares; 2025Q4: 6,971 shares; 2026Q1: 11,217 shares 11,217 $1.15M 0.01% +4,246 Timeline GAP GAP INC More: the full row for GAP 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: 47,328 shares 47,328 $1.15M 0.01% new Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 10,809 shares; 2025Q1: 14,124 shares; 2025Q2: 13,667 shares; 2025Q3: 11,933 shares; 2025Q4: 12,230 shares; 2026Q1: 21,415 shares 21,415 $1.14M 0.01% +9,185 Timeline PBW 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: 48,983 shares; 2026Q1: 36,121 shares 36,121 $1.14M 0.01% -12,862 Timeline IYH 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: 12,030 shares; 2024Q4: 12,030 shares; 2025Q1: 12,030 shares; 2025Q2: 11,890 shares; 2025Q3: 19,200 shares; 2025Q4: 20,786 shares; 2026Q1: 18,443 shares 18,443 $1.14M 0.01% -2,343 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: 5,703 shares; 2024Q4: 5,449 shares; 2025Q1: 5,423 shares; 2025Q2: 5,351 shares; 2025Q3: 3,443 shares; 2025Q4: 3,247 shares; 2026Q1: 4,691 shares 4,691 $1.14M 0.01% +1,444 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,538 shares; 2024Q4: 82,775 shares; 2025Q1: 78,990 shares; 2025Q2: 68,194 shares; 2025Q3: 52,920 shares; 2025Q4: 53,713 shares; 2026Q1: 66,418 shares 66,418 $1.13M 0.01% +12,705 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: 1,149 shares; 2024Q4: 1,449 shares; 2025Q1: 1,450 shares; 2025Q2: 1,451 shares; 2025Q3: 2,472 shares; 2025Q4: 2,603 shares; 2026Q1: 3,768 shares 3,768 $1.13M 0.01% +1,165 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,931 shares; 2024Q4: 45,919 shares; 2025Q1: 46,184 shares; 2025Q2: 45,377 shares; 2025Q3: 54,795 shares; 2025Q4: 60,670 shares; 2026Q1: 65,649 shares 65,649 $1.13M 0.01% +4,979 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,688 shares; 2024Q4: 2,225 shares; 2025Q1: 2,218 shares; 2025Q2: 2,220 shares; 2025Q3: 1,468 shares; 2025Q4: 6,156 shares; 2026Q1: 6,411 shares 6,411 $1.13M 0.01% +255 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,921 shares; 2025Q1: 4,893 shares; 2025Q2: 4,894 shares; 2025Q3: not reported; 2025Q4: 15,560 shares; 2026Q1: 17,366 shares 17,366 $1.12M 0.01% +1,806 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,748 shares; 2025Q4: 21,334 shares; 2026Q1: 21,415 shares 21,415 $1.12M 0.01% +81 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,335 shares; 2026Q1: 52,889 shares 52,889 $1.12M 0.01% +6,554 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,617 shares; 2024Q4: 14,748 shares; 2025Q1: 16,396 shares; 2025Q2: 15,695 shares; 2025Q3: 6,421 shares; 2025Q4: 10,238 shares; 2026Q1: 22,186 shares 22,186 $1.12M 0.01% +11,948 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: 73,926 shares; 2024Q4: 40,120 shares; 2025Q1: 40,307 shares; 2025Q2: 111,001 shares; 2025Q3: 108,418 shares; 2025Q4: 112,951 shares; 2026Q1: 127,765 shares 127,765 $1.12M 0.01% +14,814 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,788 shares; 2024Q4: 55,223 shares; 2025Q1: 56,234 shares; 2025Q2: 56,395 shares; 2025Q3: 51,715 shares; 2025Q4: 51,726 shares; 2026Q1: 55,852 shares 55,852 $1.12M 0.01% +4,126 Timeline EPI 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: 43,411 shares; 2024Q4: 34,662 shares; 2025Q1: 35,211 shares; 2025Q2: 30,227 shares; 2025Q3: 29,930 shares; 2025Q4: 10,765 shares; 2026Q1: 27,320 shares 27,320 $1.11M 0.01% +16,555 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP 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: 52,400 shares; 2025Q3: 67,838 shares; 2025Q4: 78,130 shares; 2026Q1: 75,322 shares 75,322 $1.11M 0.01% -2,808 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,625 shares; 2024Q4: 6,861 shares; 2025Q1: 6,435 shares; 2025Q2: 6,409 shares; 2025Q3: 1,556 shares; 2025Q4: 1,692 shares; 2026Q1: 6,434 shares 6,434 $1.11M 0.01% +4,742 Timeline JMTG 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: 24,392 shares; 2025Q3: 27,547 shares; 2025Q4: 24,367 shares; 2026Q1: 21,671 shares 21,671 $1.11M 0.01% -2,696 Timeline WULF TERAWULF INC More: the full row for TERAWULF 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: 68,880 shares; 2026Q1: 76,425 shares 76,425 $1.1M 0.01% +7,545 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: 6,910 shares; 2024Q4: 7,110 shares; 2025Q1: 7,110 shares; 2025Q2: 7,110 shares; 2025Q3: 8,533 shares; 2025Q4: 8,969 shares; 2026Q1: 14,668 shares 14,668 $1.1M 0.01% +5,699 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,489 shares; 2024Q4: 6,133 shares; 2025Q1: 6,061 shares; 2025Q2: 6,777 shares; 2025Q3: 9,604 shares; 2025Q4: 9,844 shares; 2026Q1: 11,341 shares 11,341 $1.1M 0.01% +1,497 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,271 shares; 2024Q4: 8,811 shares; 2025Q1: 8,803 shares; 2025Q2: 8,757 shares; 2025Q3: 7,981 shares; 2025Q4: 7,727 shares; 2026Q1: 8,628 shares 8,628 $1.09M 0.01% +901 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,605 shares; 2024Q4: 20,710 shares; 2025Q1: 19,491 shares; 2025Q2: 17,053 shares; 2025Q3: 19,593 shares; 2025Q4: 19,619 shares; 2026Q1: 20,144 shares 20,144 $1.09M 0.01% +525 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,703 shares; 2025Q1: 16,742 shares; 2025Q2: 16,833 shares; 2025Q3: 30,841 shares; 2025Q4: 29,009 shares; 2026Q1: 42,729 shares 42,729 $1.08M 0.01% +13,720 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: 1,651 shares; 2024Q4: not reported; 2025Q1: 1,089 shares; 2025Q2: 1,209 shares; 2025Q3: 1,480 shares; 2025Q4: 3,022 shares; 2026Q1: 4,311 shares 4,311 $1.08M 0.01% +1,289 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,625 shares 2,625 $1.07M 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 2,044 shares; 2025Q1: 1,973 shares; 2025Q2: 1,862 shares; 2025Q3: 3,557 shares; 2025Q4: 4,136 shares; 2026Q1: 4,987 shares 4,987 $1.07M 0.01% +851 Timeline RSPH 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: 30,050 shares; 2024Q4: 30,050 shares; 2025Q1: 30,050 shares; 2025Q2: 30,050 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,320 shares 35,320 $1.07M 0.01% new Timeline QDF 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: 10,330 shares; 2024Q4: 15,214 shares; 2025Q1: 15,190 shares; 2025Q2: 14,560 shares; 2025Q3: 7,939 shares; 2025Q4: 7,329 shares; 2026Q1: 13,466 shares 13,466 $1.07M 0.01% +6,137 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: 5,528 shares; 2024Q4: 2,075 shares; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 3,768 shares; 2025Q4: 2,930 shares; 2026Q1: 7,000 shares 7,000 $1.06M 0.01% +4,070 Timeline FYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,510 shares; 2025Q4: 17,188 shares; 2026Q1: 28,355 shares 28,355 $1.06M 0.01% +11,167 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,174 shares; 2024Q4: 25,451 shares; 2025Q1: 21,534 shares; 2025Q2: 15,687 shares; 2025Q3: 14,087 shares; 2025Q4: 13,703 shares; 2026Q1: 14,896 shares 14,896 $1.06M 0.01% +1,193 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: 10,636 shares; 2026Q1: 13,881 shares 13,881 $1.06M 0.01% +3,245 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,374 shares; 2025Q4: 19,362 shares; 2026Q1: 48,676 shares 48,676 $1.05M 0.01% +29,314 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,320 shares; 2026Q1: 10,753 shares 10,753 $1.05M 0.01% +7,433 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,170 shares 11,170 $1.05M 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 2,809 shares; 2025Q1: 3,469 shares; 2025Q2: 3,433 shares; 2025Q3: 3,968 shares; 2025Q4: 4,307 shares; 2026Q1: 6,657 shares 6,657 $1.05M 0.01% +2,350 Timeline SELV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,800 shares; 2025Q4: 31,297 shares; 2026Q1: 32,249 shares 32,249 $1.04M 0.01% +952 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,758 shares; 2024Q4: 22,191 shares; 2025Q1: 17,863 shares; 2025Q2: 15,437 shares; 2025Q3: 16,430 shares; 2025Q4: 17,542 shares; 2026Q1: 22,750 shares 22,750 $1.04M 0.01% +5,208 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,523 shares; 2025Q2: 14,778 shares; 2025Q3: 17,744 shares; 2025Q4: 17,485 shares; 2026Q1: 22,355 shares 22,355 $1.04M 0.01% +4,870 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,022 shares; 2025Q1: 1,986 shares; 2025Q2: 2,088 shares; 2025Q3: 2,034 shares; 2025Q4: 2,458 shares; 2026Q1: 4,981 shares 4,981 $1.04M 0.01% +2,523 Timeline JPXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares 11,300 $1.03M 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,114 shares; 2024Q4: 13,667 shares; 2025Q1: 11,007 shares; 2025Q2: 11,479 shares; 2025Q3: 10,538 shares; 2025Q4: 11,358 shares; 2026Q1: 14,455 shares 14,455 $1.03M 0.01% +3,097 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 5,768 shares; 2025Q1: 9,772 shares; 2025Q2: 9,452 shares; 2025Q3: 8,298 shares; 2025Q4: 8,299 shares; 2026Q1: 9,326 shares 9,326 $1.02M 0.01% +1,027 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,124 shares; 2025Q2: 8,068 shares; 2025Q3: 9,209 shares; 2025Q4: 10,026 shares; 2026Q1: 14,731 shares 14,731 $1.02M 0.01% +4,705 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: 14,846 shares; 2024Q4: 31,568 shares; 2025Q1: 27,397 shares; 2025Q2: 25,633 shares; 2025Q3: 27,334 shares; 2025Q4: 30,755 shares; 2026Q1: 31,400 shares 31,400 $1.02M 0.01% +645 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 7,432 shares 7,432 $1.01M 0.01% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,293 shares; 2024Q4: 4,493 shares; 2025Q1: 4,765 shares; 2025Q2: 6,529 shares; 2025Q3: 9,584 shares; 2025Q4: 9,504 shares; 2026Q1: 9,228 shares 9,228 $1.01M 0.01% -276 Timeline TPB TURNING PT BRANDS INC More: the full row for TURNING PT BRANDS 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: 12,155 shares; 2025Q4: 12,640 shares; 2026Q1: 11,612 shares 11,612 $1.01M 0.01% -1,028 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,426 shares; 2025Q4: 7,618 shares; 2026Q1: 6,821 shares 6,821 $1.01M 0.01% -797 Timeline DFNM 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: 7,642 shares; 2025Q2: not reported; 2025Q3: 13,592 shares; 2025Q4: 13,976 shares; 2026Q1: 20,965 shares 20,965 $1M 0.01% +6,989 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 10,472 shares; 2025Q1: 10,610 shares; 2025Q2: 10,419 shares; 2025Q3: 8,748 shares; 2025Q4: 8,327 shares; 2026Q1: 12,273 shares 12,273 $1M 0.01% +3,946 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: 18,915 shares; 2024Q4: 19,987 shares; 2025Q1: 19,887 shares; 2025Q2: 20,247 shares; 2025Q3: 18,452 shares; 2025Q4: 19,268 shares; 2026Q1: 21,367 shares 21,367 $999K 0.01% +2,099 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: 3,491 shares; 2024Q4: 3,870 shares; 2025Q1: 4,694 shares; 2025Q2: 4,444 shares; 2025Q3: 1,948 shares; 2025Q4: 1,561 shares; 2026Q1: 4,991 shares 4,991 $998K 0.01% +3,430 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,561 shares; 2024Q4: 14,777 shares; 2025Q1: 14,777 shares; 2025Q2: 14,777 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,787 shares 14,787 $995K 0.01% new 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: 2,361 shares; 2025Q1: 2,364 shares; 2025Q2: 2,667 shares; 2025Q3: 6,267 shares; 2025Q4: 6,269 shares; 2026Q1: 6,825 shares 6,825 $990K 0.01% +556 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares; 2026Q1: 30,690 shares 30,690 $988K 0.01% -8,310 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,907 shares; 2025Q1: 11,022 shares; 2025Q2: 11,022 shares; 2025Q3: 11,322 shares; 2025Q4: not reported; 2026Q1: 39,306 shares 39,306 $987K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,739 shares; 2024Q4: 14,475 shares; 2025Q1: 4,519 shares; 2025Q2: 4,671 shares; 2025Q3: 3,799 shares; 2025Q4: 4,397 shares; 2026Q1: 11,666 shares 11,666 $987K 0.01% +7,269 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,165 shares; 2024Q4: 18,237 shares; 2025Q1: 17,228 shares; 2025Q2: 18,688 shares; 2025Q3: 14,884 shares; 2025Q4: 13,207 shares; 2026Q1: 19,830 shares 19,830 $985K 0.01% +6,623 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,058 shares; 2025Q4: not reported; 2026Q1: 62,953 shares 62,953 $985K 0.01% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,742 shares; 2024Q4: 12,660 shares; 2025Q1: 9,253 shares; 2025Q2: 8,928 shares; 2025Q3: 8,961 shares; 2025Q4: 10,425 shares; 2026Q1: 21,030 shares 21,030 $985K 0.01% +10,605 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,478 shares; 2026Q1: 13,153 shares 13,153 $984K 0.01% +675 Timeline GDOT GREEN DOT CORP More: the full row for GREEN DOT 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: 87,663 shares 87,663 $984K 0.01% new Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,111 shares; 2024Q4: 17,111 shares; 2025Q1: 14,049 shares; 2025Q2: 31,717 shares; 2025Q3: 32,697 shares; 2025Q4: 42,447 shares; 2026Q1: 66,525 shares 66,525 $983K 0.01% +24,078 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,203 shares; 2025Q4: 19,050 shares; 2026Q1: 15,647 shares 15,647 $979K 0.01% -3,403 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,660 shares 16,660 $969K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,867 shares; 2024Q4: 12,590 shares; 2025Q1: 12,511 shares; 2025Q2: 13,173 shares; 2025Q3: 9,933 shares; 2025Q4: 9,826 shares; 2026Q1: 16,394 shares 16,394 $968K 0.01% +6,568 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 7,693 shares; 2025Q1: 7,881 shares; 2025Q2: 7,925 shares; 2025Q3: 5,513 shares; 2025Q4: 8,367 shares; 2026Q1: 9,837 shares 9,837 $961K 0.01% +1,470 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR 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: 682,425 shares; 2025Q4: 682,425 shares; 2026Q1: 683,797 shares 683,797 $957K 0.01% +1,372 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,140 shares; 2025Q4: 13,165 shares; 2026Q1: 13,135 shares 13,135 $953K 0.01% -30 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP 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: 12,686 shares; 2026Q1: 65,231 shares 65,231 $952K 0.01% +52,545 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,116 shares; 2024Q4: 12,937 shares; 2025Q1: 13,135 shares; 2025Q2: 13,751 shares; 2025Q3: 14,807 shares; 2025Q4: 15,442 shares; 2026Q1: 19,371 shares 19,371 $950K 0.01% +3,929 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: 2,205 shares; 2024Q4: 1,477 shares; 2025Q1: 2,568 shares; 2025Q2: 2,370 shares; 2025Q3: 1,916 shares; 2025Q4: 4,653 shares; 2026Q1: 6,901 shares 6,901 $947K 0.01% +2,248 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,468 shares; 2024Q4: 12,522 shares; 2025Q1: 39,538 shares; 2025Q2: 14,550 shares; 2025Q3: 14,910 shares; 2025Q4: 7,645 shares; 2026Q1: 12,697 shares 12,697 $945K 0.01% +5,052 Timeline