AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,464 shares; 2024Q4: 10,884 shares; 2025Q1: 10,884 shares; 2025Q2: 10,639 shares; 2025Q3: 10,409 shares; 2025Q4: 9,885 shares; 2026Q1: 9,708 shares 9,708 $945K 0.01% -177 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,259 shares; 2024Q4: 122,529 shares; 2025Q1: 121,479 shares; 2025Q2: 132,329 shares; 2025Q3: 141,661 shares; 2025Q4: 140,781 shares; 2026Q1: 143,755 shares 143,755 $944K 0.01% +2,974 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,483 shares; 2025Q4: 10,507 shares; 2026Q1: 11,268 shares 11,268 $943K 0.01% +761 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,850 shares; 2025Q1: 83,655 shares; 2025Q2: 96,355 shares; 2025Q3: 65,500 shares; 2025Q4: 97,862 shares; 2026Q1: 189,940 shares 189,940 $942K <0.01% +92,078 Timeline UJUN 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: 21,260 shares; 2024Q4: 21,170 shares; 2025Q1: 21,170 shares; 2025Q2: 25,404 shares; 2025Q3: 25,304 shares; 2025Q4: 25,304 shares; 2026Q1: 25,204 shares 25,204 $939K <0.01% -100 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,322 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,763 shares 27,763 $935K <0.01% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,014 shares; 2025Q4: 9,042 shares; 2026Q1: 9,202 shares 9,202 $933K <0.01% +160 Timeline JTEK 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: 11,000 shares; 2024Q4: 11,067 shares; 2025Q1: 11,080 shares; 2025Q2: 11,030 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,694 shares 11,694 $930K <0.01% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,043 shares; 2024Q4: 18,171 shares; 2025Q1: 18,125 shares; 2025Q2: 15,642 shares; 2025Q3: 16,149 shares; 2025Q4: 16,645 shares; 2026Q1: 25,130 shares 25,130 $930K <0.01% +8,485 Timeline IBDX 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: 19,517 shares; 2024Q4: 22,515 shares; 2025Q1: 30,801 shares; 2025Q2: 31,865 shares; 2025Q3: 36,896 shares; 2025Q4: 38,601 shares; 2026Q1: 36,709 shares 36,709 $928K <0.01% -1,892 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,205 shares; 2024Q4: 28,405 shares; 2025Q1: 25,805 shares; 2025Q2: 23,030 shares; 2025Q3: 18,480 shares; 2025Q4: 18,355 shares; 2026Q1: 14,861 shares 14,861 $922K <0.01% -3,494 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,322 shares; 2024Q4: 28,284 shares; 2025Q1: 25,821 shares; 2025Q2: 22,142 shares; 2025Q3: 14,746 shares; 2025Q4: 14,265 shares; 2026Q1: 24,691 shares 24,691 $919K <0.01% +10,426 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,972 shares; 2025Q4: 28,362 shares; 2026Q1: 22,772 shares 22,772 $914K <0.01% -5,590 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 7,741 shares; 2025Q1: 7,738 shares; 2025Q2: 7,966 shares; 2025Q3: 5,533 shares; 2025Q4: 5,549 shares; 2026Q1: 6,377 shares 6,377 $913K <0.01% +828 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 2,288 shares; 2025Q1: 2,254 shares; 2025Q2: 2,255 shares; 2025Q3: 1,197 shares; 2025Q4: 1,643 shares; 2026Q1: 5,592 shares 5,592 $909K <0.01% +3,949 Timeline BSCV 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: 20,626 shares; 2025Q4: 54,811 shares; 2026Q1: 54,976 shares 54,976 $905K <0.01% +165 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,487 shares 26,487 $904K <0.01% new Timeline BJUN 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: 18,304 shares; 2024Q4: 19,899 shares; 2025Q1: 18,366 shares; 2025Q2: 19,518 shares; 2025Q3: 16,805 shares; 2025Q4: 18,845 shares; 2026Q1: 19,545 shares 19,545 $904K <0.01% +700 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,734 shares; 2024Q4: 25,418 shares; 2025Q1: 25,418 shares; 2025Q2: 25,418 shares; 2025Q3: 18,619 shares; 2025Q4: 21,161 shares; 2026Q1: 25,105 shares 25,105 $897K <0.01% +3,944 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,417 shares; 2024Q4: 41,540 shares; 2025Q1: 41,580 shares; 2025Q2: 41,859 shares; 2025Q3: 34,015 shares; 2025Q4: 35,273 shares; 2026Q1: 36,718 shares 36,718 $897K <0.01% +1,445 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,127 shares 3,127 $897K <0.01% new Timeline QCJL 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: 37,995 shares 37,995 $889K <0.01% new Timeline IGIC INTL GNRL INSURANCE HLDNGS L More: the full row for INTL GNRL INSURANCE HLDNGS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,445 shares; 2025Q1: 24,848 shares; 2025Q2: 29,530 shares; 2025Q3: 36,553 shares; 2025Q4: 36,639 shares; 2026Q1: 36,680 shares 36,680 $889K <0.01% +41 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,184 shares; 2025Q1: 8,333 shares; 2025Q2: 8,261 shares; 2025Q3: 8,238 shares; 2025Q4: 9,480 shares; 2026Q1: 20,874 shares 20,874 $886K <0.01% +11,394 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165,518 shares; 2025Q4: 49,285 shares; 2026Q1: 18,841 shares 18,841 $885K <0.01% -30,444 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,280 shares; 2024Q4: 8,571 shares; 2025Q1: 8,654 shares; 2025Q2: 8,555 shares; 2025Q3: 8,001 shares; 2025Q4: 9,399 shares; 2026Q1: 12,757 shares 12,757 $884K <0.01% +3,358 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,366 shares; 2025Q4: 12,683 shares; 2026Q1: 19,217 shares 19,217 $877K <0.01% +6,534 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,245 shares 1,245 $875K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,213 shares; 2025Q1: 2,212 shares; 2025Q2: 2,263 shares; 2025Q3: 2,243 shares; 2025Q4: 2,947 shares; 2026Q1: 4,193 shares 4,193 $874K <0.01% +1,246 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,520 shares; 2025Q1: 6,545 shares; 2025Q2: 6,075 shares; 2025Q3: 11,034 shares; 2025Q4: 11,968 shares; 2026Q1: 12,167 shares 12,167 $873K <0.01% +199 Timeline UPRO 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: 8,998 shares; 2024Q4: 8,998 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares; 2025Q3: 8,580 shares; 2025Q4: 8,580 shares; 2026Q1: 8,998 shares 8,998 $873K <0.01% +418 Timeline VCR 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: 545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 4,258 shares; 2026Q1: 2,430 shares 2,430 $872K <0.01% -1,828 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 891 shares; 2025Q4: not reported; 2026Q1: 2,608 shares 2,608 $870K <0.01% new Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,664 shares; 2026Q1: 17,380 shares 17,380 $870K <0.01% +12,716 Timeline TIPX 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: 61,804 shares; 2024Q4: 54,663 shares; 2025Q1: 47,663 shares; 2025Q2: 44,537 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,310 shares 45,310 $869K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,942 shares; 2024Q4: 12,434 shares; 2025Q1: 9,208 shares; 2025Q2: 7,749 shares; 2025Q3: 6,206 shares; 2025Q4: 6,148 shares; 2026Q1: 5,796 shares 5,796 $869K <0.01% -352 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,713 shares; 2024Q4: 66,142 shares; 2025Q1: 76,335 shares; 2025Q2: 67,505 shares; 2025Q3: 79,564 shares; 2025Q4: 54,752 shares; 2026Q1: 54,733 shares 54,733 $866K <0.01% -19 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 2,097 shares; 2025Q1: 1,974 shares; 2025Q2: 2,291 shares; 2025Q3: 2,876 shares; 2025Q4: 1,667 shares; 2026Q1: 2,535 shares 2,535 $866K <0.01% +868 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,222 shares; 2025Q4: 16,667 shares; 2026Q1: 17,395 shares 17,395 $864K <0.01% +728 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,765 shares; 2024Q4: 5,283 shares; 2025Q1: 5,000 shares; 2025Q2: 5,430 shares; 2025Q3: 4,651 shares; 2025Q4: 4,003 shares; 2026Q1: 4,363 shares 4,363 $863K <0.01% +360 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,263 shares; 2024Q4: 16,265 shares; 2025Q1: 16,323 shares; 2025Q2: 16,530 shares; 2025Q3: 13,422 shares; 2025Q4: 15,438 shares; 2026Q1: 17,614 shares 17,614 $859K <0.01% +2,176 Timeline HOV HOVNANIAN ENTERPRISES INC More: the full row for HOVNANIAN ENTERPRISES 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: 7,110 shares; 2025Q4: not reported; 2026Q1: 7,742 shares 7,742 $859K <0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,293 shares; 2024Q4: 13,257 shares; 2025Q1: 13,018 shares; 2025Q2: 12,794 shares; 2025Q3: 12,953 shares; 2025Q4: 18,524 shares; 2026Q1: 18,436 shares 18,436 $855K <0.01% -88 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,351 shares 17,351 $854K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,579 shares; 2024Q4: 6,000 shares; 2025Q1: 4,447 shares; 2025Q2: 4,636 shares; 2025Q3: 4,737 shares; 2025Q4: 4,944 shares; 2026Q1: 6,034 shares 6,034 $851K <0.01% +1,090 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,102 shares; 2025Q1: 4,532 shares; 2025Q2: 4,189 shares; 2025Q3: 2,858 shares; 2025Q4: 4,555 shares; 2026Q1: 9,577 shares 9,577 $847K <0.01% +5,022 Timeline CBTJ CALAMOS ETF TR More: the full row for CALAMOS 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: 44,752 shares 44,752 $844K <0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 4,977 shares; 2025Q1: 4,989 shares; 2025Q2: 4,700 shares; 2025Q3: 3,316 shares; 2025Q4: 4,215 shares; 2026Q1: 6,211 shares 6,211 $840K <0.01% +1,996 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,882 shares; 2024Q4: 9,455 shares; 2025Q1: 9,548 shares; 2025Q2: 9,548 shares; 2025Q3: 7,149 shares; 2025Q4: 7,364 shares; 2026Q1: 8,730 shares 8,730 $838K <0.01% +1,366 Timeline BAPR 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: 20,727 shares; 2024Q4: 16,129 shares; 2025Q1: 15,104 shares; 2025Q2: 17,888 shares; 2025Q3: 15,223 shares; 2025Q4: 12,071 shares; 2026Q1: 17,047 shares 17,047 $835K <0.01% +4,976 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,141 shares; 2024Q4: 3,213 shares; 2025Q1: 3,203 shares; 2025Q2: 3,224 shares; 2025Q3: 9,232 shares; 2025Q4: 9,052 shares; 2026Q1: 8,746 shares 8,746 $827K <0.01% -306 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,043 shares; 2024Q4: not reported; 2025Q1: 6,043 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,956 shares; 2026Q1: 13,752 shares 13,752 $827K <0.01% +796 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,444 shares; 2025Q1: 3,329 shares; 2025Q2: 3,339 shares; 2025Q3: 3,203 shares; 2025Q4: 3,313 shares; 2026Q1: 4,195 shares 4,195 $826K <0.01% +882 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 12,403 shares; 2025Q1: 12,868 shares; 2025Q2: 12,398 shares; 2025Q3: not reported; 2025Q4: 49,895 shares; 2026Q1: 31,342 shares 31,342 $819K <0.01% -18,553 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,108 shares; 2024Q4: 49,629 shares; 2025Q1: 46,762 shares; 2025Q2: 44,875 shares; 2025Q3: 36,716 shares; 2025Q4: 41,004 shares; 2026Q1: 74,885 shares 74,885 $815K <0.01% +33,881 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 5,405 shares; 2025Q1: 5,444 shares; 2025Q2: 5,204 shares; 2025Q3: 7,271 shares; 2025Q4: 7,622 shares; 2026Q1: 8,729 shares 8,729 $815K <0.01% +1,107 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,081 shares; 2025Q4: 12,656 shares; 2026Q1: 7,895 shares 7,895 $814K <0.01% -4,761 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,140 shares; 2024Q4: 173,874 shares; 2025Q1: 131,729 shares; 2025Q2: 107,826 shares; 2025Q3: 22,118 shares; 2025Q4: 25,957 shares; 2026Q1: 50,901 shares 50,901 $808K <0.01% +24,944 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,710 shares; 2025Q1: not reported; 2025Q2: 4,732 shares; 2025Q3: 9,432 shares; 2025Q4: 11,165 shares; 2026Q1: 14,133 shares 14,133 $807K <0.01% +2,968 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,462 shares; 2025Q4: 16,636 shares; 2026Q1: 16,733 shares 16,733 $803K <0.01% +97 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,933 shares 2,933 $803K <0.01% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,765 shares; 2025Q4: 9,552 shares; 2026Q1: 10,039 shares 10,039 $802K <0.01% +487 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,339 shares; 2025Q4: 37,339 shares; 2026Q1: 36,125 shares 36,125 $795K <0.01% -1,214 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,308 shares; 2024Q4: 13,440 shares; 2025Q1: 14,581 shares; 2025Q2: 23,078 shares; 2025Q3: 22,438 shares; 2025Q4: 24,579 shares; 2026Q1: 22,483 shares 22,483 $790K <0.01% -2,096 Timeline AOR 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: 12,230 shares; 2025Q2: 12,213 shares; 2025Q3: 12,364 shares; 2025Q4: 12,272 shares; 2026Q1: 12,272 shares 12,272 $790K <0.01% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 5,430 shares; 2026Q1: 7,319 shares 7,319 $785K <0.01% +1,889 Timeline FSEP 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: 8,811 shares; 2024Q4: 8,811 shares; 2025Q1: 8,511 shares; 2025Q2: 7,841 shares; 2025Q3: 17,915 shares; 2025Q4: 17,915 shares; 2026Q1: 15,585 shares 15,585 $784K <0.01% -2,330 Timeline DFJ 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: 17,350 shares; 2024Q4: 16,000 shares; 2025Q1: 13,100 shares; 2025Q2: 10,050 shares; 2025Q3: 7,650 shares; 2025Q4: 6,284 shares; 2026Q1: 7,684 shares 7,684 $784K <0.01% +1,400 Timeline CALF 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: 19,176 shares; 2025Q4: 18,807 shares; 2026Q1: 17,439 shares 17,439 $783K <0.01% -1,368 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 753 shares; 2025Q1: 1,330 shares; 2025Q2: 1,479 shares; 2025Q3: 1,794 shares; 2025Q4: 482 shares; 2026Q1: 1,845 shares 1,845 $781K <0.01% +1,363 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,505 shares 12,505 $781K <0.01% new Timeline SKWD SKYWARD SPECIALTY INS GROUP More: the full row for SKYWARD SPECIALTY INS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,770 shares; 2024Q4: 14,567 shares; 2025Q1: 13,862 shares; 2025Q2: 13,843 shares; 2025Q3: 17,583 shares; 2025Q4: 15,780 shares; 2026Q1: 17,811 shares 17,811 $778K <0.01% +2,031 Timeline CCOR 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: 39,917 shares; 2024Q4: 41,428 shares; 2025Q1: 39,629 shares; 2025Q2: 39,657 shares; 2025Q3: 36,064 shares; 2025Q4: 25,731 shares; 2026Q1: 29,691 shares 29,691 $774K <0.01% +3,960 Timeline PBTP 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: 65,700 shares; 2024Q4: 59,900 shares; 2025Q1: 55,100 shares; 2025Q2: 52,100 shares; 2025Q3: 36,800 shares; 2025Q4: 26,100 shares; 2026Q1: 29,600 shares 29,600 $774K <0.01% +3,500 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,078 shares 7,078 $772K <0.01% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,927 shares; 2025Q4: 12,592 shares; 2026Q1: 15,593 shares 15,593 $770K <0.01% +3,001 Timeline CWB 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: 3,273 shares; 2024Q4: 3,275 shares; 2025Q1: 3,267 shares; 2025Q2: 3,268 shares; 2025Q3: 3,516 shares; 2025Q4: 4,234 shares; 2026Q1: 8,405 shares 8,405 $769K <0.01% +4,171 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,939 shares; 2026Q1: 10,594 shares 10,594 $768K <0.01% +5,655 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,056 shares; 2025Q1: 26,643 shares; 2025Q2: 23,639 shares; 2025Q3: 11,681 shares; 2025Q4: 10,043 shares; 2026Q1: 8,325 shares 8,325 $766K <0.01% -1,718 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,469 shares; 2024Q4: 26,286 shares; 2025Q1: 24,953 shares; 2025Q2: 22,682 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,038 shares 36,038 $763K <0.01% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,451 shares 1,451 $757K <0.01% new Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,583 shares; 2026Q1: 23,033 shares 23,033 $752K <0.01% +7,450 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,034 shares; 2024Q4: 4,963 shares; 2025Q1: 4,324 shares; 2025Q2: 4,362 shares; 2025Q3: not reported; 2025Q4: 8,429 shares; 2026Q1: 11,159 shares 11,159 $751K <0.01% +2,730 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,537 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,401 shares; 2026Q1: 4,083 shares 4,083 $749K <0.01% +682 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,298 shares; 2024Q4: 30,197 shares; 2025Q1: 30,197 shares; 2025Q2: 30,197 shares; 2025Q3: 9,758 shares; 2025Q4: not reported; 2026Q1: 20,439 shares 20,439 $748K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares; 2026Q1: 3,790 shares 3,790 $748K <0.01% +2,218 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,709 shares; 2024Q4: 17,709 shares; 2025Q1: 17,543 shares; 2025Q2: 17,543 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,550 shares 17,550 $747K <0.01% new Timeline MDYG 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: 5,444 shares; 2024Q4: 5,447 shares; 2025Q1: 5,698 shares; 2025Q2: 5,701 shares; 2025Q3: 7,956 shares; 2025Q4: 7,728 shares; 2026Q1: 7,758 shares 7,758 $744K <0.01% +30 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,555 shares; 2025Q1: 2,549 shares; 2025Q2: 2,551 shares; 2025Q3: 2,464 shares; 2025Q4: 2,998 shares; 2026Q1: 3,791 shares 3,791 $743K <0.01% +793 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,540 shares 4,540 $743K <0.01% new Timeline MAGS 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: 3,900 shares; 2025Q1: 4,661 shares; 2025Q2: 5,030 shares; 2025Q3: 9,090 shares; 2025Q4: 11,665 shares; 2026Q1: 12,812 shares 12,812 $742K <0.01% +1,147 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: 13,623 shares; 2025Q3: 9,253 shares; 2025Q4: 10,557 shares; 2026Q1: 23,380 shares 23,380 $741K <0.01% +12,823 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 2,065 shares; 2025Q1: 2,023 shares; 2025Q2: 1,688 shares; 2025Q3: 1,629 shares; 2025Q4: 1,308 shares; 2026Q1: 2,425 shares 2,425 $737K <0.01% +1,117 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,863 shares; 2024Q4: 17,561 shares; 2025Q1: 22,391 shares; 2025Q2: 22,328 shares; 2025Q3: 36,333 shares; 2025Q4: 40,114 shares; 2026Q1: 48,777 shares 48,777 $734K <0.01% +8,663 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,457 shares; 2024Q4: 14,656 shares; 2025Q1: 15,547 shares; 2025Q2: 15,541 shares; 2025Q3: not reported; 2025Q4: 9,891 shares; 2026Q1: 18,799 shares 18,799 $733K <0.01% +8,908 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,077 shares 20,077 $731K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,377 shares; 2025Q3: 15,874 shares; 2025Q4: 22,097 shares; 2026Q1: 28,219 shares 28,219 $730K <0.01% +6,122 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,273 shares 4,273 $730K <0.01% new Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares 7,200 $729K <0.01% 0 Timeline ESMV 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: 25,773 shares 25,773 $727K <0.01% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,191 shares; 2024Q4: 28,184 shares; 2025Q1: 27,650 shares; 2025Q2: 26,849 shares; 2025Q3: 28,249 shares; 2025Q4: 29,812 shares; 2026Q1: 31,679 shares 31,679 $726K <0.01% +1,867 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,574 shares; 2025Q2: 10,186 shares; 2025Q3: 9,564 shares; 2025Q4: 5,062 shares; 2026Q1: 6,924 shares 6,924 $725K <0.01% +1,862 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 1,513 shares; 2025Q4: 1,519 shares; 2026Q1: 2,268 shares 2,268 $724K <0.01% +749 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,373 shares; 2024Q4: 31,379 shares; 2025Q1: 31,385 shares; 2025Q2: 31,179 shares; 2025Q3: 36,646 shares; 2025Q4: 12,176 shares; 2026Q1: 30,563 shares 30,563 $722K <0.01% +18,387 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 2,130 shares; 2025Q1: 2,172 shares; 2025Q2: 2,086 shares; 2025Q3: 1,331 shares; 2025Q4: 1,757 shares; 2026Q1: 2,711 shares 2,711 $720K <0.01% +954 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,943 shares 7,943 $719K <0.01% new Timeline IBDY 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: 12,060 shares; 2024Q4: 13,903 shares; 2025Q1: 22,457 shares; 2025Q2: 21,909 shares; 2025Q3: 26,575 shares; 2025Q4: 30,294 shares; 2026Q1: 27,813 shares 27,813 $719K <0.01% -2,481 Timeline VNQI 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: 25,198 shares; 2024Q4: 23,843 shares; 2025Q1: 26,289 shares; 2025Q2: 13,131 shares; 2025Q3: 11,342 shares; 2025Q4: 10,346 shares; 2026Q1: 16,139 shares 16,139 $717K <0.01% +5,793 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,954 shares; 2025Q1: 2,954 shares; 2025Q2: 2,965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,880 shares 3,880 $717K <0.01% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 12,691 shares; 2025Q1: 13,208 shares; 2025Q2: 12,410 shares; 2025Q3: not reported; 2025Q4: 7,599 shares; 2026Q1: 27,502 shares 27,502 $716K <0.01% +19,903 Timeline BMAY 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: 9,879 shares; 2024Q4: 8,134 shares; 2025Q1: 8,097 shares; 2025Q2: 16,693 shares; 2025Q3: 17,222 shares; 2025Q4: 14,082 shares; 2026Q1: 15,938 shares 15,938 $715K <0.01% +1,856 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,661 shares; 2026Q1: 41,341 shares 41,341 $715K <0.01% -4,320 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,295 shares; 2025Q2: 42,814 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,612 shares 41,612 $714K <0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,393 shares; 2024Q4: 271,671 shares; 2025Q1: 341,258 shares; 2025Q2: 366,022 shares; 2025Q3: 415,807 shares; 2025Q4: 407,290 shares; 2026Q1: 29,964 shares 29,964 $713K <0.01% -377,326 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,090 shares; 2025Q2: 1,890 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,495 shares 4,495 $712K <0.01% new Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX 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: 9,091 shares; 2026Q1: 15,966 shares 15,966 $712K <0.01% +6,875 Timeline EWZ 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: 21,454 shares; 2026Q1: 18,496 shares 18,496 $710K <0.01% -2,958 Timeline AVSU 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: 9,600 shares 9,600 $710K <0.01% new Timeline SUSC 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: 13,969 shares; 2025Q4: 14,794 shares; 2026Q1: 30,586 shares 30,586 $708K <0.01% +15,792 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,619 shares 57,619 $706K <0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,035 shares; 2025Q1: 7,985 shares; 2025Q2: 7,998 shares; 2025Q3: 8,904 shares; 2025Q4: 8,262 shares; 2026Q1: 20,441 shares 20,441 $704K <0.01% +12,179 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: not reported; 2025Q1: 21,919 shares; 2025Q2: 21,938 shares; 2025Q3: 19,635 shares; 2025Q4: 18,887 shares; 2026Q1: 19,837 shares 19,837 $704K <0.01% +950 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 6,717 shares; 2025Q1: 6,401 shares; 2025Q2: 6,203 shares; 2025Q3: 10,166 shares; 2025Q4: 9,623 shares; 2026Q1: 10,872 shares 10,872 $704K <0.01% +1,249 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 20,184 shares 20,184 $702K <0.01% new Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,967 shares; 2024Q4: 30,967 shares; 2025Q1: 30,967 shares; 2025Q2: 62,372 shares; 2025Q3: 62,372 shares; 2025Q4: 62,372 shares; 2026Q1: 62,372 shares 62,372 $702K <0.01% 0 Timeline DGCB 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: 8,545 shares; 2025Q4: 9,564 shares; 2026Q1: 12,937 shares 12,937 $700K <0.01% +3,373 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,041 shares; 2025Q2: 8,954 shares; 2025Q3: 13,041 shares; 2025Q4: 22,123 shares; 2026Q1: 26,643 shares 26,643 $694K <0.01% +4,520 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,881 shares; 2024Q4: 14,981 shares; 2025Q1: 14,981 shares; 2025Q2: 14,981 shares; 2025Q3: 23,898 shares; 2025Q4: 23,898 shares; 2026Q1: 28,970 shares 28,970 $694K <0.01% +5,072 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 4,928 shares; 2025Q1: 4,940 shares; 2025Q2: 4,139 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,339 shares 5,339 $693K <0.01% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,969 shares; 2025Q4: not reported; 2026Q1: 6,678 shares 6,678 $693K <0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,660 shares; 2024Q4: 6,400 shares; 2025Q1: 5,750 shares; 2025Q2: 5,221 shares; 2025Q3: 4,566 shares; 2025Q4: 4,989 shares; 2026Q1: 5,546 shares 5,546 $692K <0.01% +557 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,604 shares; 2024Q4: 3,611 shares; 2025Q1: 3,625 shares; 2025Q2: 3,340 shares; 2025Q3: 2,314 shares; 2025Q4: 2,474 shares; 2026Q1: 3,823 shares 3,823 $688K <0.01% +1,349 Timeline JXI 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: 8,653 shares; 2026Q1: 7,929 shares 7,929 $685K <0.01% -724 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,168 shares 6,168 $683K <0.01% new Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,406 shares; 2026Q1: 47,289 shares 47,289 $682K <0.01% -28,117 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,628 shares; 2025Q3: 22,628 shares; 2025Q4: 30,128 shares; 2026Q1: 39,003 shares 39,003 $679K <0.01% +8,875 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,507 shares 10,507 $679K <0.01% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 1,386 shares; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 1,126 shares; 2025Q4: 2,483 shares; 2026Q1: 3,275 shares 3,275 $677K <0.01% +792 Timeline UFEB 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: 20,950 shares; 2025Q2: 18,450 shares; 2025Q3: 12,450 shares; 2025Q4: 10,050 shares; 2026Q1: 18,548 shares 18,548 $673K <0.01% +8,498 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 20,200 shares; 2025Q1: 20,200 shares; 2025Q2: 19,700 shares; 2025Q3: 23,860 shares; 2025Q4: 28,778 shares; 2026Q1: 26,761 shares 26,761 $667K <0.01% -2,017 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 1,523 shares; 2026Q1: 5,138 shares 5,138 $666K <0.01% +3,615 Timeline CRT CROSS TIMBERS RTY TR More: the full row for CROSS TIMBERS RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,800 shares 62,800 $664K <0.01% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,280 shares; 2024Q4: 9,472 shares; 2025Q1: 9,505 shares; 2025Q2: 11,235 shares; 2025Q3: 13,301 shares; 2025Q4: 10,870 shares; 2026Q1: 14,087 shares 14,087 $664K <0.01% +3,217 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637 shares; 2024Q4: 2,069 shares; 2025Q1: 2,059 shares; 2025Q2: 2,052 shares; 2025Q3: 1,817 shares; 2025Q4: 1,857 shares; 2026Q1: 2,235 shares 2,235 $664K <0.01% +378 Timeline EFAX 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: 44,751 shares; 2024Q4: 38,434 shares; 2025Q1: 38,434 shares; 2025Q2: 39,065 shares; 2025Q3: 43,139 shares; 2025Q4: 6,717 shares; 2026Q1: 13,336 shares 13,336 $664K <0.01% +6,619 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 869 shares; 2025Q4: 1,003 shares; 2026Q1: 1,845 shares 1,845 $662K <0.01% +842 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,857 shares; 2024Q4: 17,113 shares; 2025Q1: 25,694 shares; 2025Q2: 27,596 shares; 2025Q3: 25,575 shares; 2025Q4: 27,033 shares; 2026Q1: 29,508 shares 29,508 $662K <0.01% +2,475 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,651 shares 1,651 $660K <0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,263 shares; 2025Q1: 9,088 shares; 2025Q2: 9,604 shares; 2025Q3: 8,111 shares; 2025Q4: 8,190 shares; 2026Q1: 10,034 shares 10,034 $657K <0.01% +1,844 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,024 shares; 2025Q4: 77,867 shares; 2026Q1: 95,088 shares 95,088 $653K <0.01% +17,221 Timeline EMNT 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: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 3,601 shares; 2025Q2: 3,692 shares; 2025Q3: 3,679 shares; 2025Q4: 3,676 shares; 2026Q1: 6,602 shares 6,602 $653K <0.01% +2,926 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,398 shares; 2024Q4: 14,924 shares; 2025Q1: 6,942 shares; 2025Q2: 5,396 shares; 2025Q3: 5,028 shares; 2025Q4: 5,567 shares; 2026Q1: 8,974 shares 8,974 $652K <0.01% +3,407 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 16,583 shares; 2026Q1: 52,131 shares 52,131 $652K <0.01% +35,548 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 4,530 shares; 2025Q1: 4,503 shares; 2025Q2: 4,072 shares; 2025Q3: 4,178 shares; 2025Q4: 4,585 shares; 2026Q1: 5,718 shares 5,718 $652K <0.01% +1,133 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,730 shares; 2024Q4: 3,348 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,013 shares; 2025Q4: 2,072 shares; 2026Q1: 4,552 shares 4,552 $650K <0.01% +2,480 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,259 shares 13,259 $646K <0.01% new Timeline TOST TOAST INC More: the full row for TOAST 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: 17,349 shares; 2025Q4: 26,353 shares; 2026Q1: 24,345 shares 24,345 $645K <0.01% -2,008 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,515 shares; 2024Q4: 19,515 shares; 2025Q1: 19,515 shares; 2025Q2: 19,050 shares; 2025Q3: 18,515 shares; 2025Q4: 18,731 shares; 2026Q1: 17,555 shares 17,555 $645K <0.01% -1,176 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,176 shares; 2025Q4: 62,502 shares; 2026Q1: 67,900 shares 67,900 $644K <0.01% +5,398 Timeline NYM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,190 shares; 2026Q1: 25,778 shares 25,778 $643K <0.01% -9,412 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,928 shares; 2024Q4: 21,089 shares; 2025Q1: 19,777 shares; 2025Q2: 20,401 shares; 2025Q3: 20,299 shares; 2025Q4: 20,935 shares; 2026Q1: 20,692 shares 20,692 $643K <0.01% -243 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,233 shares; 2025Q4: 7,079 shares; 2026Q1: 7,132 shares 7,132 $642K <0.01% +53 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,542 shares; 2025Q4: 4,393 shares; 2026Q1: 8,206 shares 8,206 $636K <0.01% +3,813 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,263 shares; 2024Q4: 4,147 shares; 2025Q1: 4,186 shares; 2025Q2: 4,206 shares; 2025Q3: 2,830 shares; 2025Q4: 3,596 shares; 2026Q1: 5,311 shares 5,311 $635K <0.01% +1,715 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,158 shares; 2024Q4: 18,877 shares; 2025Q1: 32,484 shares; 2025Q2: 18,639 shares; 2025Q3: 18,651 shares; 2025Q4: 18,843 shares; 2026Q1: 17,648 shares 17,648 $634K <0.01% -1,195 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,879 shares; 2025Q1: 14,035 shares; 2025Q2: not reported; 2025Q3: 12,372 shares; 2025Q4: 11,121 shares; 2026Q1: 14,942 shares 14,942 $634K <0.01% +3,821 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 5,180 shares; 2025Q4: 5,312 shares; 2026Q1: 5,688 shares 5,688 $634K <0.01% +376 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY 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: 3,905 shares; 2025Q4: 3,910 shares; 2026Q1: 9,425 shares 9,425 $633K <0.01% +5,515 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,722 shares 6,722 $632K <0.01% new Timeline AVMV 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: 7,650 shares; 2026Q1: 8,509 shares 8,509 $631K <0.01% +859 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,243 shares; 2026Q1: 2,128 shares 2,128 $631K <0.01% +885 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 5,020 shares; 2025Q1: 4,235 shares; 2025Q2: 4,235 shares; 2025Q3: 7,278 shares; 2025Q4: 9,129 shares; 2026Q1: 5,172 shares 5,172 $626K <0.01% -3,957 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,237 shares; 2025Q4: not reported; 2026Q1: 8,009 shares 8,009 $625K <0.01% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 961 shares; 2025Q4: 836 shares; 2026Q1: 2,477 shares 2,477 $621K <0.01% +1,641 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,577 shares; 2024Q4: 28,712 shares; 2025Q1: 26,534 shares; 2025Q2: 26,521 shares; 2025Q3: 15,043 shares; 2025Q4: 11,904 shares; 2026Q1: 25,189 shares 25,189 $618K <0.01% +13,285 Timeline PRFZ 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: 5,946 shares; 2024Q4: not reported; 2025Q1: 5,946 shares; 2025Q2: not reported; 2025Q3: 6,973 shares; 2025Q4: 8,729 shares; 2026Q1: 13,445 shares 13,445 $617K <0.01% +4,716 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,476 shares; 2024Q4: 6,593 shares; 2025Q1: 6,182 shares; 2025Q2: 5,746 shares; 2025Q3: 4,743 shares; 2025Q4: 5,383 shares; 2026Q1: 10,082 shares 10,082 $616K <0.01% +4,699 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,800 shares 8,800 $615K <0.01% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,001 shares; 2024Q4: 7,405 shares; 2025Q1: 7,408 shares; 2025Q2: 6,842 shares; 2025Q3: 11,730 shares; 2025Q4: 13,420 shares; 2026Q1: 11,519 shares 11,519 $615K <0.01% -1,901 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,801 shares 4,801 $614K <0.01% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,531 shares; 2024Q4: 8,084 shares; 2025Q1: 8,702 shares; 2025Q2: 8,027 shares; 2025Q3: 6,279 shares; 2025Q4: 6,183 shares; 2026Q1: 6,788 shares 6,788 $614K <0.01% +605 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,684 shares; 2024Q4: 33,574 shares; 2025Q1: 37,498 shares; 2025Q2: 40,445 shares; 2025Q3: 40,879 shares; 2025Q4: 41,310 shares; 2026Q1: 32,492 shares 32,492 $613K <0.01% -8,818 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,350 shares; 2024Q4: 15,350 shares; 2025Q1: 15,350 shares; 2025Q2: 15,350 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,634 shares 15,634 $612K <0.01% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 4,150 shares; 2025Q1: 4,080 shares; 2025Q2: 3,780 shares; 2025Q3: 4,205 shares; 2025Q4: 4,175 shares; 2026Q1: 3,853 shares 3,853 $612K <0.01% -322 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,930 shares 32,930 $610K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,676 shares; 2024Q4: 23,168 shares; 2025Q1: 22,243 shares; 2025Q2: 19,857 shares; 2025Q3: 6,045 shares; 2025Q4: 5,912 shares; 2026Q1: 7,491 shares 7,491 $609K <0.01% +1,579 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 3,437 shares 3,437 $608K <0.01% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,769 shares; 2025Q1: 4,696 shares; 2025Q2: 4,696 shares; 2025Q3: 5,618 shares; 2025Q4: 6,909 shares; 2026Q1: 13,123 shares 13,123 $606K <0.01% +6,214 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,397 shares; 2025Q1: 1,404 shares; 2025Q2: 1,185 shares; 2025Q3: 695 shares; 2025Q4: 1,034 shares; 2026Q1: 2,032 shares 2,032 $605K <0.01% +998 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,004 shares; 2025Q1: 23,833 shares; 2025Q2: 23,406 shares; 2025Q3: 13,073 shares; 2025Q4: not reported; 2026Q1: 28,282 shares 28,282 $603K <0.01% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,232 shares; 2025Q1: 2,214 shares; 2025Q2: 2,164 shares; 2025Q3: 2,175 shares; 2025Q4: 2,164 shares; 2026Q1: 2,673 shares 2,673 $602K <0.01% +509 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,183 shares; 2024Q4: 5,625 shares; 2025Q1: 5,563 shares; 2025Q2: 5,434 shares; 2025Q3: 5,557 shares; 2025Q4: 4,959 shares; 2026Q1: 7,513 shares 7,513 $602K <0.01% +2,554 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,381 shares 8,381 $601K <0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,200 shares; 2024Q4: 21,918 shares; 2025Q1: 21,918 shares; 2025Q2: 21,918 shares; 2025Q3: 33,200 shares; 2025Q4: 33,200 shares; 2026Q1: 43,563 shares 43,563 $601K <0.01% +10,363 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,160 shares; 2025Q2: 10,329 shares; 2025Q3: not reported; 2025Q4: 16,817 shares; 2026Q1: 34,993 shares 34,993 $599K <0.01% +18,176 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,984 shares; 2025Q4: 13,593 shares; 2026Q1: 12,867 shares 12,867 $599K <0.01% -726 Timeline FMAR 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: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares 12,300 $596K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,742 shares; 2024Q4: 10,259 shares; 2025Q1: 10,035 shares; 2025Q2: 11,942 shares; 2025Q3: 15,892 shares; 2025Q4: 14,717 shares; 2026Q1: 15,574 shares 15,574 $595K <0.01% +857 Timeline VCRB 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: not reported; 2026Q1: 7,656 shares 7,656 $592K <0.01% new Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER 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: 51,607 shares 51,607 $586K <0.01% new Timeline SCHY 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: 7,555 shares; 2025Q3: 7,555 shares; 2025Q4: 9,354 shares; 2026Q1: 18,501 shares 18,501 $586K <0.01% +9,147 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 10,096 shares; 2025Q4: 10,465 shares; 2026Q1: 29,620 shares 29,620 $585K <0.01% +19,155 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,481 shares 1,481 $584K <0.01% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,503 shares; 2025Q1: 1,514 shares; 2025Q2: 1,593 shares; 2025Q3: 1,575 shares; 2025Q4: 1,812 shares; 2026Q1: 2,180 shares 2,180 $582K <0.01% +368 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 25,000 shares; 2026Q1: 40,086 shares 40,086 $580K <0.01% +15,086 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,083 shares; 2026Q1: 4,166 shares 4,166 $579K <0.01% +2,083 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,096 shares; 2024Q4: 5,024 shares; 2025Q1: 5,044 shares; 2025Q2: 4,391 shares; 2025Q3: 3,905 shares; 2025Q4: 3,600 shares; 2026Q1: 4,221 shares 4,221 $579K <0.01% +621 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,243 shares; 2025Q1: 1,322 shares; 2025Q2: 1,296 shares; 2025Q3: 1,295 shares; 2025Q4: 1,290 shares; 2026Q1: 3,278 shares 3,278 $576K <0.01% +1,988 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,446 shares; 2025Q3: 12,826 shares; 2025Q4: 12,936 shares; 2026Q1: 12,085 shares 12,085 $575K <0.01% -851 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,685 shares; 2025Q4: 30,135 shares; 2026Q1: 31,072 shares 31,072 $573K <0.01% +937 Timeline ZSEP 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: 21,453 shares; 2025Q4: 21,453 shares; 2026Q1: 21,453 shares 21,453 $573K <0.01% 0 Timeline NOBL 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: 6,195 shares; 2024Q4: 6,541 shares; 2025Q1: 6,256 shares; 2025Q2: 5,080 shares; 2025Q3: 4,155 shares; 2025Q4: 4,405 shares; 2026Q1: 5,391 shares 5,391 $571K <0.01% +986 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,758 shares; 2024Q4: 11,108 shares; 2025Q1: 77,239 shares; 2025Q2: 85,596 shares; 2025Q3: 108,063 shares; 2025Q4: not reported; 2026Q1: 7,057 shares 7,057 $569K <0.01% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 15,366 shares; 2025Q1: 15,495 shares; 2025Q2: 15,073 shares; 2025Q3: 9,827 shares; 2025Q4: 11,440 shares; 2026Q1: 24,968 shares 24,968 $568K <0.01% +13,528 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 117,329 shares; 2025Q1: 116,929 shares; 2025Q2: 114,929 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 118,334 shares 118,334 $568K <0.01% +101,334 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,799 shares; 2024Q4: 22,084 shares; 2025Q1: 22,248 shares; 2025Q2: 22,699 shares; 2025Q3: 9,196 shares; 2025Q4: 10,480 shares; 2026Q1: 11,340 shares 11,340 $567K <0.01% +860 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,639 shares 10,639 $566K <0.01% new Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES 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: 6,548 shares 6,548 $566K <0.01% new Timeline RBUF 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: 19,220 shares 19,220 $563K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,584 shares; 2025Q1: 2,344 shares; 2025Q2: 2,335 shares; 2025Q3: 1,977 shares; 2025Q4: 1,642 shares; 2026Q1: 1,536 shares 1,536 $559K <0.01% -106 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,031 shares 25,031 $557K <0.01% new Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,006 shares; 2025Q4: 6,026 shares; 2026Q1: 7,487 shares 7,487 $556K <0.01% +1,461 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 428 shares; 2025Q4: 528 shares; 2026Q1: 751 shares 751 $555K <0.01% +223 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,024 shares; 2024Q4: 24,823 shares; 2025Q1: 25,110 shares; 2025Q2: 26,349 shares; 2025Q3: 22,807 shares; 2025Q4: 24,010 shares; 2026Q1: 28,806 shares 28,806 $554K <0.01% +4,796 Timeline XNTK 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: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 2,186 shares; 2026Q1: 2,164 shares 2,164 $552K <0.01% -22 Timeline QCOC 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: 25,114 shares 25,114 $552K <0.01% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,935 shares; 2024Q4: 12,252 shares; 2025Q1: 11,988 shares; 2025Q2: 11,266 shares; 2025Q3: 12,000 shares; 2025Q4: 11,949 shares; 2026Q1: 11,033 shares 11,033 $550K <0.01% -916 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,018 shares; 2025Q3: 158,161 shares; 2025Q4: 95,716 shares; 2026Q1: 42,450 shares 42,450 $543K <0.01% -53,266 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,349 shares; 2025Q1: 16,868 shares; 2025Q2: 15,406 shares; 2025Q3: 15,216 shares; 2025Q4: 14,697 shares; 2026Q1: 13,840 shares 13,840 $542K <0.01% -857 Timeline FNDB 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: 19,887 shares 19,887 $541K <0.01% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,255 shares 16,255 $538K <0.01% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,110 shares; 2025Q1: 1,526 shares; 2025Q2: 1,470 shares; 2025Q3: 1,201 shares; 2025Q4: 1,377 shares; 2026Q1: 1,970 shares 1,970 $536K <0.01% +593 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,601 shares; 2025Q4: 10,538 shares; 2026Q1: 12,424 shares 12,424 $536K <0.01% +1,886 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: not reported; 2026Q1: 6,231 shares 6,231 $536K <0.01% new Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP 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: 33,435 shares; 2026Q1: 35,558 shares 35,558 $534K <0.01% +2,123 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,513 shares; 2024Q4: 233,636 shares; 2025Q1: 43,659 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,762 shares 25,762 $534K <0.01% new Timeline INTF 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: 12,805 shares; 2024Q4: 12,810 shares; 2025Q1: 12,810 shares; 2025Q2: 12,815 shares; 2025Q3: 12,815 shares; 2025Q4: 13,690 shares; 2026Q1: 13,690 shares 13,690 $533K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,655 shares; 2024Q4: 6,459 shares; 2025Q1: 8,135 shares; 2025Q2: 6,463 shares; 2025Q3: not reported; 2025Q4: 3,864 shares; 2026Q1: 8,525 shares 8,525 $533K <0.01% +4,661 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,386 shares; 2025Q4: 13,452 shares; 2026Q1: 13,540 shares 13,540 $532K <0.01% +88 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,652 shares 3,652 $531K <0.01% new Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 466 shares; 2026Q1: 500 shares 500 $529K <0.01% +34 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,006 shares; 2025Q1: 7,238 shares; 2025Q2: 7,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,506 shares 13,506 $528K <0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,724 shares; 2024Q4: 18,054 shares; 2025Q1: 18,890 shares; 2025Q2: 16,803 shares; 2025Q3: 13,691 shares; 2025Q4: 11,349 shares; 2026Q1: 12,534 shares 12,534 $527K <0.01% +1,185 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,769 shares 12,769 $527K <0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,395 shares; 2024Q4: 17,078 shares; 2025Q1: 14,588 shares; 2025Q2: 10,012 shares; 2025Q3: 12,982 shares; 2025Q4: 22,321 shares; 2026Q1: 35,059 shares 35,059 $527K <0.01% +12,738 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 8,486 shares; 2025Q4: 34,086 shares; 2026Q1: 24,817 shares 24,817 $525K <0.01% -9,269 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,182 shares; 2024Q4: 1,145 shares; 2025Q1: 1,149 shares; 2025Q2: 1,055 shares; 2025Q3: 1,975 shares; 2025Q4: 2,223 shares; 2026Q1: 2,424 shares 2,424 $523K <0.01% +201 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,076 shares; 2025Q4: 4,299 shares; 2026Q1: 5,182 shares 5,182 $522K <0.01% +883 Timeline EWY 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: 9,828 shares; 2024Q4: 8,408 shares; 2025Q1: 5,923 shares; 2025Q2: 5,747 shares; 2025Q3: 5,363 shares; 2025Q4: 5,240 shares; 2026Q1: 4,240 shares 4,240 $522K <0.01% -1,000 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,225 shares 46,225 $521K <0.01% new Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 19,126 shares; 2025Q4: not reported; 2026Q1: 24,726 shares 24,726 $521K <0.01% new Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,171 shares 7,171 $520K <0.01% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 809 shares; 2025Q1: 895 shares; 2025Q2: 995 shares; 2025Q3: 1,009 shares; 2025Q4: 1,017 shares; 2026Q1: 1,282 shares 1,282 $518K <0.01% +265 Timeline IXP 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: 4,854 shares; 2026Q1: 4,498 shares 4,498 $517K <0.01% -356 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,143 shares; 2025Q4: 2,054 shares; 2026Q1: 3,596 shares 3,596 $516K <0.01% +1,542 Timeline DOGG 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: 15,344 shares; 2026Q1: 23,740 shares 23,740 $515K <0.01% +8,396 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,514 shares; 2025Q3: 2,531 shares; 2025Q4: 4,353 shares; 2026Q1: 6,068 shares 6,068 $515K <0.01% +1,715 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,527 shares; 2025Q1: 1,515 shares; 2025Q2: 1,528 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,687 shares 1,687 $513K <0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,231 shares; 2024Q4: 5,863 shares; 2025Q1: 5,882 shares; 2025Q2: 5,780 shares; 2025Q3: not reported; 2025Q4: 3,707 shares; 2026Q1: 9,593 shares 9,593 $512K <0.01% +5,886 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,333 shares; 2024Q4: 6,446 shares; 2025Q1: 6,174 shares; 2025Q2: 5,591 shares; 2025Q3: 4,441 shares; 2025Q4: 4,476 shares; 2026Q1: 7,864 shares 7,864 $512K <0.01% +3,388 Timeline EMXF 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: 8,716 shares; 2025Q4: 9,292 shares; 2026Q1: 10,694 shares 10,694 $512K <0.01% +1,402 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,212 shares; 2025Q1: not reported; 2025Q2: 842 shares; 2025Q3: 739 shares; 2025Q4: 865 shares; 2026Q1: 1,347 shares 1,347 $512K <0.01% +482 Timeline RMD RESMED INC More: the full row for RESMED 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: 2,277 shares 2,277 $511K <0.01% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,602 shares 18,602 $510K <0.01% new Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,835 shares; 2024Q4: 5,058 shares; 2025Q1: 5,065 shares; 2025Q2: 5,281 shares; 2025Q3: 5,034 shares; 2025Q4: not reported; 2026Q1: 8,074 shares 8,074 $510K <0.01% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,883 shares 6,883 $506K <0.01% new Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,099 shares; 2025Q4: 19,240 shares; 2026Q1: 22,661 shares 22,661 $505K <0.01% +3,421 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,392 shares; 2024Q4: 24,084 shares; 2025Q1: 13,715 shares; 2025Q2: 12,475 shares; 2025Q3: 4,146 shares; 2025Q4: 3,688 shares; 2026Q1: 5,012 shares 5,012 $505K <0.01% +1,324 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,871 shares; 2025Q4: 12,839 shares; 2026Q1: 33,783 shares 33,783 $503K <0.01% +20,944 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,816 shares; 2024Q4: 14,446 shares; 2025Q1: 12,001 shares; 2025Q2: 12,732 shares; 2025Q3: 92,635 shares; 2025Q4: 97,772 shares; 2026Q1: 24,615 shares 24,615 $502K <0.01% -73,157 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,154 shares; 2025Q1: 8,154 shares; 2025Q2: 8,239 shares; 2025Q3: 8,379 shares; 2025Q4: 8,400 shares; 2026Q1: 10,472 shares 10,472 $502K <0.01% +2,072 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,870 shares; 2025Q4: 3,320 shares; 2026Q1: 3,576 shares 3,576 $500K <0.01% +256 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,752 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,180 shares 18,180 $498K <0.01% new Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,500 shares 5,500 $498K <0.01% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,084 shares; 2026Q1: 32,045 shares 32,045 $496K <0.01% -77,039 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,986 shares 1,986 $495K <0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,572 shares 4,572 $495K <0.01% new Timeline TAN 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: 12,946 shares; 2026Q1: 8,850 shares 8,850 $493K <0.01% -4,096 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,610 shares; 2026Q1: 4,145 shares 4,145 $492K <0.01% +1,535 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,906 shares; 2024Q4: 15,686 shares; 2025Q1: 15,186 shares; 2025Q2: 11,983 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,217 shares 10,217 $492K <0.01% new Timeline FXI 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: 6,813 shares; 2024Q4: not reported; 2025Q1: 6,980 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,165 shares; 2026Q1: 13,698 shares 13,698 $492K <0.01% +3,533 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM 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: 206,542 shares; 2026Q1: 86,231 shares 86,231 $489K <0.01% -120,311 Timeline IBHH 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: 22,602 shares; 2024Q4: 27,695 shares; 2025Q1: 28,032 shares; 2025Q2: 20,423 shares; 2025Q3: 18,111 shares; 2025Q4: 19,044 shares; 2026Q1: 20,771 shares 20,771 $487K <0.01% +1,727 Timeline GAUG 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: 12,590 shares 12,590 $487K <0.01% new Timeline SCHK 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: 7,522 shares; 2024Q4: 15,058 shares; 2025Q1: 15,068 shares; 2025Q2: 15,563 shares; 2025Q3: 20,011 shares; 2025Q4: 15,273 shares; 2026Q1: 15,543 shares 15,543 $487K <0.01% +270 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,307 shares; 2026Q1: 6,443 shares 6,443 $486K <0.01% +3,136 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,769 shares; 2024Q4: 15,155 shares; 2025Q1: 26,191 shares; 2025Q2: 13,393 shares; 2025Q3: 18,394 shares; 2025Q4: 25,736 shares; 2026Q1: 48,499 shares 48,499 $485K <0.01% +22,763 Timeline IBMS 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: 18,736 shares 18,736 $484K <0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is 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: 9,133 shares 9,133 $483K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,456 shares; 2026Q1: 2,896 shares 2,896 $481K <0.01% +1,440 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,284 shares; 2024Q4: 6,555 shares; 2025Q1: 6,378 shares; 2025Q2: 6,156 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,424 shares 14,424 $478K <0.01% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,257 shares 6,257 $478K <0.01% new Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,546 shares; 2025Q4: 7,146 shares; 2026Q1: 7,371 shares 7,371 $477K <0.01% +225 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,499 shares; 2026Q1: 8,549 shares 8,549 $477K <0.01% +4,050 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,292 shares; 2024Q4: 6,314 shares; 2025Q1: 6,234 shares; 2025Q2: 9,734 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,734 shares 11,734 $476K <0.01% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,923 shares; 2026Q1: 20,505 shares 20,505 $475K <0.01% -418 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,352 shares; 2025Q1: 2,518 shares; 2025Q2: 2,938 shares; 2025Q3: 3,192 shares; 2025Q4: 3,579 shares; 2026Q1: 4,120 shares 4,120 $473K <0.01% +541 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,301 shares; 2024Q4: 3,596 shares; 2025Q1: 3,600 shares; 2025Q2: 3,551 shares; 2025Q3: 3,511 shares; 2025Q4: 3,707 shares; 2026Q1: 4,292 shares 4,292 $472K <0.01% +585 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,324 shares; 2024Q4: 36,458 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,674 shares; 2026Q1: 6,246 shares 6,246 $470K <0.01% +572 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,401 shares; 2026Q1: 13,401 shares 13,401 $470K <0.01% 0 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 230 shares; 2026Q1: 249 shares 249 $469K <0.01% +19 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,576 shares; 2024Q4: 50,576 shares; 2025Q1: 49,422 shares; 2025Q2: 45,061 shares; 2025Q3: 36,689 shares; 2025Q4: 23,289 shares; 2026Q1: 22,588 shares 22,588 $469K <0.01% -701 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,331 shares 4,331 $468K <0.01% new Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,220 shares; 2025Q4: 1,734 shares; 2026Q1: 2,293 shares 2,293 $467K <0.01% +559 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,487 shares; 2025Q1: 3,472 shares; 2025Q2: 3,813 shares; 2025Q3: 1,961 shares; 2025Q4: 2,282 shares; 2026Q1: 4,081 shares 4,081 $467K <0.01% +1,799 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 6,927 shares; 2025Q1: 6,927 shares; 2025Q2: 6,927 shares; 2025Q3: 6,825 shares; 2025Q4: 6,825 shares; 2026Q1: 6,927 shares 6,927 $466K <0.01% +102 Timeline IDEC 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: 8,865 shares; 2026Q1: 14,220 shares 14,220 $463K <0.01% +5,355 Timeline NFEB 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: 16,901 shares 16,901 $463K <0.01% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,339 shares 9,339 $462K <0.01% new Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 2,760 shares; 2025Q3: 761 shares; 2025Q4: 2,671 shares; 2026Q1: 2,655 shares 2,655 $461K <0.01% -16 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,786 shares 2,786 $460K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,726 shares; 2024Q4: 17,887 shares; 2025Q1: 8,266 shares; 2025Q2: 7,721 shares; 2025Q3: 6,012 shares; 2025Q4: 6,122 shares; 2026Q1: 7,307 shares 7,307 $459K <0.01% +1,185 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,222 shares; 2025Q4: 25,436 shares; 2026Q1: 57,691 shares 57,691 $458K <0.01% +32,255 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,595 shares; 2024Q4: 2,722 shares; 2025Q1: 3,862 shares; 2025Q2: 3,609 shares; 2025Q3: 4,530 shares; 2025Q4: 4,245 shares; 2026Q1: 3,766 shares 3,766 $458K <0.01% -479 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,700 shares; 2026Q1: 9,715 shares 9,715 $457K <0.01% +4,015 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,544 shares; 2024Q4: 1,458 shares; 2025Q1: 1,432 shares; 2025Q2: 1,405 shares; 2025Q3: 1,114 shares; 2025Q4: 1,119 shares; 2026Q1: 1,501 shares 1,501 $456K <0.01% +382 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,287 shares 5,287 $455K <0.01% new Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,726 shares; 2026Q1: 2,777 shares 2,777 $454K <0.01% +51 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,500 shares; 2025Q4: 47,189 shares; 2026Q1: 32,500 shares 32,500 $454K <0.01% -14,689 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,048 shares; 2024Q4: 24,198 shares; 2025Q1: 29,592 shares; 2025Q2: 29,592 shares; 2025Q3: 35,665 shares; 2025Q4: 35,665 shares; 2026Q1: 34,983 shares 34,983 $453K <0.01% -682 Timeline IYZ 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: 12,179 shares; 2026Q1: 11,447 shares 11,447 $450K <0.01% -732 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: 2,641 shares; 2025Q1: 3,081 shares; 2025Q2: 3,086 shares; 2025Q3: 2,219 shares; 2025Q4: 2,010 shares; 2026Q1: 2,848 shares 2,848 $448K <0.01% +838 Timeline FSZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,614 shares 5,614 $445K <0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,206 shares; 2025Q1: 6,242 shares; 2025Q2: 6,206 shares; 2025Q3: 6,190 shares; 2025Q4: 6,262 shares; 2026Q1: 6,307 shares 6,307 $443K <0.01% +45 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 952 shares; 2025Q1: not reported; 2025Q2: 1,249 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,227 shares 2,227 $441K <0.01% new Timeline SH 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: 72,486 shares; 2025Q1: 60,131 shares; 2025Q2: 35,204 shares; 2025Q3: 25,231 shares; 2025Q4: 10,043 shares; 2026Q1: 11,619 shares 11,619 $441K <0.01% +1,576 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 6,935 shares; 2026Q1: 5,894 shares 5,894 $440K <0.01% -1,041 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,522 shares 23,522 $439K <0.01% new Timeline IYC 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: 3,448 shares; 2026Q1: 4,518 shares 4,518 $438K <0.01% +1,070 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 1,769 shares; 2025Q1: 1,869 shares; 2025Q2: 1,853 shares; 2025Q3: 1,880 shares; 2025Q4: 2,241 shares; 2026Q1: 2,216 shares 2,216 $438K <0.01% -25 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,949 shares 12,949 $437K <0.01% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,102 shares; 2025Q4: 5,660 shares; 2026Q1: 9,052 shares 9,052 $437K <0.01% +3,392 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,899 shares; 2025Q4: 7,899 shares; 2026Q1: 7,899 shares 7,899 $436K <0.01% 0 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 37,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 37,010 shares 37,010 $429K <0.01% +2,010 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST 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: not reported; 2025Q4: not reported; 2026Q1: 11,347 shares 11,347 $429K <0.01% new Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,034 shares; 2024Q4: 116,648 shares; 2025Q1: 103,135 shares; 2025Q2: 92,036 shares; 2025Q3: 80,953 shares; 2025Q4: 66,689 shares; 2026Q1: 64,719 shares 64,719 $429K <0.01% -1,970 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,216 shares; 2026Q1: 5,651 shares 5,651 $428K <0.01% +2,435 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,111 shares; 2025Q4: 6,444 shares; 2026Q1: 7,840 shares 7,840 $425K <0.01% +1,396 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,170 shares; 2026Q1: 6,412 shares 6,412 $425K <0.01% +1,242 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,546 shares; 2024Q4: 3,580 shares; 2025Q1: 4,204 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,072 shares; 2026Q1: 6,476 shares 6,476 $422K <0.01% +2,404 Timeline HTBK HERITAGE COMM CORP More: the full row for HERITAGE COMM 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: 33,753 shares 33,753 $421K <0.01% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,660 shares; 2026Q1: 16,774 shares 16,774 $420K <0.01% +6,114 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE 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: not reported; 2026Q1: 2,218 shares 2,218 $420K <0.01% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 17,504 shares 17,504 $419K <0.01% +4,504 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,046 shares; 2024Q4: 6,046 shares; 2025Q1: 5,992 shares; 2025Q2: 6,594 shares; 2025Q3: 8,713 shares; 2025Q4: 8,713 shares; 2026Q1: 8,189 shares 8,189 $416K <0.01% -524 Timeline TAFL 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: 15,050 shares; 2025Q1: 25,218 shares; 2025Q2: 11,888 shares; 2025Q3: 22,840 shares; 2025Q4: not reported; 2026Q1: 16,689 shares 16,689 $415K <0.01% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST 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: 52,133 shares; 2025Q4: 52,133 shares; 2026Q1: 53,771 shares 53,771 $415K <0.01% +1,638 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996 shares; 2024Q4: 997 shares; 2025Q1: 1,012 shares; 2025Q2: 1,013 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,665 shares 1,665 $414K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,803 shares; 2025Q1: not reported; 2025Q2: 6,474 shares; 2025Q3: 5,317 shares; 2025Q4: not reported; 2026Q1: 9,304 shares 9,304 $408K <0.01% new Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,573 shares; 2025Q2: 12,573 shares; 2025Q3: 12,573 shares; 2025Q4: 12,573 shares; 2026Q1: 14,731 shares 14,731 $406K <0.01% +2,158 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,534 shares; 2024Q4: 6,362 shares; 2025Q1: 6,365 shares; 2025Q2: 6,093 shares; 2025Q3: 6,153 shares; 2025Q4: 7,636 shares; 2026Q1: 7,975 shares 7,975 $406K <0.01% +339 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,802 shares; 2025Q4: 13,669 shares; 2026Q1: 13,669 shares 13,669 $406K <0.01% 0 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,786 shares 13,786 $406K <0.01% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD 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: 175,260 shares; 2026Q1: 44,225 shares 44,225 $405K <0.01% -131,035 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,412 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,981 shares; 2026Q1: 5,954 shares 5,954 $405K <0.01% +2,973 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN 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: 26,925 shares 26,925 $404K <0.01% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,895 shares 16,895 $403K <0.01% new Timeline IXG 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: 3,385 shares; 2026Q1: 3,527 shares 3,527 $402K <0.01% +142 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,259 shares; 2024Q4: 14,004 shares; 2025Q1: 14,025 shares; 2025Q2: 18,979 shares; 2025Q3: 13,210 shares; 2025Q4: 10,106 shares; 2026Q1: 13,145 shares 13,145 $400K <0.01% +3,039 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,879 shares; 2025Q4: 6,088 shares; 2026Q1: 5,814 shares 5,814 $400K <0.01% -274 Timeline INOV 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: 12,053 shares; 2026Q1: 11,512 shares 11,512 $399K <0.01% -541 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,229 shares; 2026Q1: 17,789 shares 17,789 $398K <0.01% -440 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,038 shares; 2025Q4: 26,970 shares; 2026Q1: 27,863 shares 27,863 $397K <0.01% +893 Timeline MSML 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: 3,860 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,099 shares 6,099 $397K <0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,571 shares; 2026Q1: 7,996 shares 7,996 $397K <0.01% +425 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,174 shares 9,174 $396K <0.01% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,045 shares; 2024Q4: 9,676 shares; 2025Q1: 9,143 shares; 2025Q2: 9,030 shares; 2025Q3: 11,391 shares; 2025Q4: 10,993 shares; 2026Q1: 10,935 shares 10,935 $395K <0.01% -58 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,268 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares 1,357 $394K <0.01% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 9,964 shares 9,964 $393K <0.01% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,607 shares; 2025Q4: 4,334 shares; 2026Q1: 4,585 shares 4,585 $393K <0.01% +251 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,559 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,234 shares 4,234 $393K <0.01% new Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,887 shares; 2024Q4: 47,910 shares; 2025Q1: 41,612 shares; 2025Q2: 34,274 shares; 2025Q3: 29,687 shares; 2025Q4: 20,076 shares; 2026Q1: 17,037 shares 17,037 $391K <0.01% -3,039 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 9,658 shares 9,658 $390K <0.01% new Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,249 shares; 2024Q4: 2,247 shares; 2025Q1: 2,266 shares; 2025Q2: 2,249 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,363 shares 2,363 $387K <0.01% new Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,577 shares; 2025Q1: 13,577 shares; 2025Q2: 13,577 shares; 2025Q3: 13,577 shares; 2025Q4: 9,305 shares; 2026Q1: 9,305 shares 9,305 $386K <0.01% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,354 shares 8,354 $385K <0.01% new Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,455 shares; 2024Q4: 40,483 shares; 2025Q1: 40,483 shares; 2025Q2: 40,483 shares; 2025Q3: 40,483 shares; 2025Q4: 40,483 shares; 2026Q1: 40,483 shares 40,483 $383K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,247 shares 6,247 $383K <0.01% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,352 shares 4,352 $383K <0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 935 shares; 2025Q1: 867 shares; 2025Q2: 1,036 shares; 2025Q3: 954 shares; 2025Q4: 790 shares; 2026Q1: 1,157 shares 1,157 $383K <0.01% +367 Timeline QALT 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: not reported; 2025Q4: not reported; 2026Q1: 15,129 shares 15,129 $383K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,534 shares; 2024Q4: 12,154 shares; 2025Q1: 11,459 shares; 2025Q2: 11,695 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,623 shares 75,623 $380K <0.01% new Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,817 shares; 2024Q4: 3,980 shares; 2025Q1: 4,141 shares; 2025Q2: 4,317 shares; 2025Q3: 2,763 shares; 2025Q4: 3,590 shares; 2026Q1: 5,052 shares 5,052 $377K <0.01% +1,462 Timeline GBUG 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: 7,850 shares; 2026Q1: 8,250 shares 8,250 $375K <0.01% +400 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 596 shares; 2025Q1: 550 shares; 2025Q2: 551 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 689 shares 689 $375K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 1,482 shares; 2025Q2: 1,590 shares; 2025Q3: 1,683 shares; 2025Q4: 1,789 shares; 2026Q1: 2,168 shares 2,168 $374K <0.01% +379 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,280 shares 5,280 $374K <0.01% new Timeline VSDM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,567 shares; 2025Q4: 3,567 shares; 2026Q1: 4,900 shares 4,900 $374K <0.01% +1,333 Timeline BSMT 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: 18,425 shares; 2024Q4: 16,251 shares; 2025Q1: 16,904 shares; 2025Q2: 17,350 shares; 2025Q3: 23,297 shares; 2025Q4: 14,798 shares; 2026Q1: 16,221 shares 16,221 $373K <0.01% +1,423 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,634 shares; 2026Q1: 5,876 shares 5,876 $373K <0.01% +3,242 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,428 shares; 2025Q1: 2,428 shares; 2025Q2: 2,428 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,588 shares 3,588 $373K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,098 shares; 2024Q4: 4,560 shares; 2025Q1: 4,293 shares; 2025Q2: 4,401 shares; 2025Q3: 4,868 shares; 2025Q4: 5,593 shares; 2026Q1: 5,512 shares 5,512 $373K <0.01% -81 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,162 shares; 2024Q4: 22,423 shares; 2025Q1: 21,580 shares; 2025Q2: 21,220 shares; 2025Q3: 14,405 shares; 2025Q4: 13,575 shares; 2026Q1: 27,557 shares 27,557 $372K <0.01% +13,982 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS 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: 2,011 shares 2,011 $372K <0.01% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,092 shares; 2026Q1: 1,280 shares 1,280 $372K <0.01% +188 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 3,638 shares; 2025Q1: 3,807 shares; 2025Q2: 3,900 shares; 2025Q3: 3,615 shares; 2025Q4: 3,413 shares; 2026Q1: 3,966 shares 3,966 $371K <0.01% +553 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,459 shares; 2026Q1: 16,909 shares 16,909 $369K <0.01% +7,450 Timeline RWJ 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: 7,980 shares; 2025Q4: 7,850 shares; 2026Q1: 7,315 shares 7,315 $369K <0.01% -535 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,519 shares; 2026Q1: 9,909 shares 9,909 $369K <0.01% -2,610 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,594 shares; 2025Q4: 12,494 shares; 2026Q1: 13,887 shares 13,887 $368K <0.01% +1,393 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,562 shares; 2025Q2: 34,366 shares; 2025Q3: 47,688 shares; 2025Q4: 47,688 shares; 2026Q1: 30,921 shares 30,921 $368K <0.01% -16,767 Timeline EPP 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: 5,619 shares; 2026Q1: 6,917 shares 6,917 $368K <0.01% +1,298 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 2,494 shares; 2025Q1: 2,538 shares; 2025Q2: 2,566 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,135 shares 2,135 $367K <0.01% new Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,280 shares; 2024Q4: 16,280 shares; 2025Q1: 16,431 shares; 2025Q2: 16,280 shares; 2025Q3: 16,200 shares; 2025Q4: 16,215 shares; 2026Q1: 17,422 shares 17,422 $367K <0.01% +1,207 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,316 shares; 2024Q4: 16,322 shares; 2025Q1: 16,328 shares; 2025Q2: 16,122 shares; 2025Q3: 18,343 shares; 2025Q4: 10,417 shares; 2026Q1: 15,505 shares 15,505 $367K <0.01% +5,088 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,749 shares; 2024Q4: not reported; 2025Q1: 4,382 shares; 2025Q2: 5,034 shares; 2025Q3: 5,647 shares; 2025Q4: 5,521 shares; 2026Q1: 9,073 shares 9,073 $366K <0.01% +3,552 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,183 shares 9,183 $364K <0.01% new Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,422 shares; 2024Q4: 58,655 shares; 2025Q1: 58,477 shares; 2025Q2: 59,872 shares; 2025Q3: 58,422 shares; 2025Q4: 60,528 shares; 2026Q1: 60,813 shares 60,813 $364K <0.01% +285 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,613 shares; 2024Q4: 25,775 shares; 2025Q1: 25,574 shares; 2025Q2: 21,475 shares; 2025Q3: 21,369 shares; 2025Q4: 21,431 shares; 2026Q1: 21,327 shares 21,327 $362K <0.01% -104 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,149 shares; 2025Q1: 1,237 shares; 2025Q2: 1,568 shares; 2025Q3: 1,086 shares; 2025Q4: 1,105 shares; 2026Q1: 2,090 shares 2,090 $362K <0.01% +985 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,315 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,127 shares 4,127 $361K <0.01% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME 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: 6,184 shares 6,184 $360K <0.01% new Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,063 shares; 2025Q4: 6,492 shares; 2026Q1: 6,569 shares 6,569 $359K <0.01% +77 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,200 shares; 2024Q4: 22,100 shares; 2025Q1: 21,300 shares; 2025Q2: 21,300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $359K <0.01% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,557 shares; 2024Q4: 2,479 shares; 2025Q1: 2,442 shares; 2025Q2: 2,287 shares; 2025Q3: 2,126 shares; 2025Q4: 2,435 shares; 2026Q1: 3,185 shares 3,185 $359K <0.01% +750 Timeline CAM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,737 shares; 2026Q1: 14,352 shares 14,352 $358K <0.01% +3,615 Timeline STXF 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: 7,858 shares; 2024Q4: 7,858 shares; 2025Q1: 7,858 shares; 2025Q2: 7,858 shares; 2025Q3: 7,858 shares; 2025Q4: 7,858 shares; 2026Q1: 8,520 shares 8,520 $358K <0.01% +662 Timeline VGMS 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: not reported; 2026Q1: 7,010 shares 7,010 $358K <0.01% new Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,789 shares; 2025Q1: 5,605 shares; 2025Q2: 5,518 shares; 2025Q3: 4,071 shares; 2025Q4: 4,029 shares; 2026Q1: 5,482 shares 5,482 $357K <0.01% +1,453 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,968 shares 8,968 $356K <0.01% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,911 shares; 2025Q1: 2,012 shares; 2025Q2: 1,978 shares; 2025Q3: 1,165 shares; 2025Q4: 1,423 shares; 2026Q1: 2,432 shares 2,432 $353K <0.01% +1,009 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,223 shares; 2024Q4: 9,223 shares; 2025Q1: 8,223 shares; 2025Q2: 8,223 shares; 2025Q3: 7,974 shares; 2025Q4: 7,975 shares; 2026Q1: 8,961 shares 8,961 $353K <0.01% +986 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,700 shares; 2025Q4: not reported; 2026Q1: 5,870 shares 5,870 $352K <0.01% new Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,762 shares; 2025Q1: 11,762 shares; 2025Q2: 14,772 shares; 2025Q3: 21,954 shares; 2025Q4: 22,572 shares; 2026Q1: 26,563 shares 26,563 $350K <0.01% +3,991 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 12,116 shares 12,116 $350K <0.01% new Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,480 shares; 2024Q4: 35,480 shares; 2025Q1: 35,480 shares; 2025Q2: 35,480 shares; 2025Q3: 27,500 shares; 2025Q4: 17,500 shares; 2026Q1: 23,438 shares 23,438 $349K <0.01% +5,938 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,496 shares; 2025Q1: 1,518 shares; 2025Q2: 1,450 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,263 shares 2,263 $348K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares 1,392 $348K <0.01% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 952 shares; 2026Q1: 1,264 shares 1,264 $347K <0.01% +312 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,460 shares; 2024Q4: 13,546 shares; 2025Q1: 11,546 shares; 2025Q2: 11,129 shares; 2025Q3: 8,946 shares; 2025Q4: 8,685 shares; 2026Q1: 10,932 shares 10,932 $346K <0.01% +2,247 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 455 shares; 2026Q1: 508 shares 508 $346K <0.01% +53 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,226 shares 5,226 $345K <0.01% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 864 shares; 2025Q1: 871 shares; 2025Q2: 843 shares; 2025Q3: 299 shares; 2025Q4: 356 shares; 2026Q1: 813 shares 813 $345K <0.01% +457 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 23,038 shares; 2025Q4: 23,038 shares; 2026Q1: 32,691 shares 32,691 $345K <0.01% +9,653 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,817 shares 5,817 $344K <0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,799 shares 1,799 $343K <0.01% new Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,880 shares; 2024Q4: 6,880 shares; 2025Q1: 4,889 shares; 2025Q2: 4,889 shares; 2025Q3: 4,539 shares; 2025Q4: 4,539 shares; 2026Q1: 4,539 shares 4,539 $342K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 4,609 shares; 2025Q1: 5,307 shares; 2025Q2: 4,819 shares; 2025Q3: 4,191 shares; 2025Q4: 4,586 shares; 2026Q1: 6,132 shares 6,132 $342K <0.01% +1,546 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,625 shares 14,625 $342K <0.01% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,840 shares; 2024Q4: 7,840 shares; 2025Q1: 7,540 shares; 2025Q2: 7,540 shares; 2025Q3: 7,540 shares; 2025Q4: 7,140 shares; 2026Q1: 7,140 shares 7,140 $342K <0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,577 shares 11,577 $341K <0.01% new Timeline PID 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: 15,346 shares; 2025Q4: 15,346 shares; 2026Q1: 15,346 shares 15,346 $341K <0.01% 0 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,370 shares 4,370 $341K <0.01% new Timeline IBMT 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: 13,272 shares 13,272 $341K <0.01% new Timeline SMRI 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: 9,624 shares 9,624 $341K <0.01% new Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,478 shares 5,478 $339K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,393 shares; 2026Q1: 3,756 shares 3,756 $338K <0.01% +1,363 Timeline JMHI 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: 4,104 shares; 2025Q3: 4,129 shares; 2025Q4: 6,729 shares; 2026Q1: 6,779 shares 6,779 $338K <0.01% +50 Timeline EBND 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: 14,471 shares; 2025Q4: 14,494 shares; 2026Q1: 16,358 shares 16,358 $338K <0.01% +1,864 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,169 shares 4,169 $337K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,447 shares; 2024Q4: 1,501 shares; 2025Q1: 1,460 shares; 2025Q2: 1,194 shares; 2025Q3: 873 shares; 2025Q4: 643 shares; 2026Q1: 984 shares 984 $337K <0.01% +341 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,941 shares; 2025Q1: 5,602 shares; 2025Q2: 5,604 shares; 2025Q3: 7,757 shares; 2025Q4: 6,259 shares; 2026Q1: 5,899 shares 5,899 $336K <0.01% -360 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,872 shares; 2026Q1: 5,834 shares 5,834 $336K <0.01% +1,962 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,250 shares; 2024Q4: 29,289 shares; 2025Q1: 24,741 shares; 2025Q2: 26,533 shares; 2025Q3: 31,860 shares; 2025Q4: 29,682 shares; 2026Q1: 1,445 shares 1,445 $335K <0.01% -28,237 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 4,585 shares; 2025Q1: 4,854 shares; 2025Q2: 4,800 shares; 2025Q3: 4,355 shares; 2025Q4: 4,092 shares; 2026Q1: 4,893 shares 4,893 $334K <0.01% +801 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,368 shares; 2024Q4: 12,516 shares; 2025Q1: 12,572 shares; 2025Q2: 12,496 shares; 2025Q3: 10,456 shares; 2025Q4: 10,534 shares; 2026Q1: 12,643 shares 12,643 $332K <0.01% +2,109 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: not reported; 2025Q1: 5,294 shares; 2025Q2: not reported; 2025Q3: 5,598 shares; 2025Q4: 6,116 shares; 2026Q1: 6,370 shares 6,370 $331K <0.01% +254 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,154 shares; 2024Q4: 17,062 shares; 2025Q1: 14,925 shares; 2025Q2: 12,328 shares; 2025Q3: 11,415 shares; 2025Q4: not reported; 2026Q1: 7,831 shares 7,831 $330K <0.01% new Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 2,147 shares 2,147 $330K <0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,296 shares 1,296 $329K <0.01% new Timeline PSCT 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: 5,453 shares; 2024Q4: 5,453 shares; 2025Q1: 5,453 shares; 2025Q2: 5,454 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 5,455 shares 5,455 $328K <0.01% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,994 shares; 2026Q1: 10,808 shares 10,808 $327K <0.01% +2,814 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,120 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,487 shares 46,487 $323K <0.01% new Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,037 shares; 2025Q4: 62,339 shares; 2026Q1: 62,319 shares 62,319 $323K <0.01% -20 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,413 shares; 2024Q4: not reported; 2025Q1: 3,074 shares; 2025Q2: 3,301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,939 shares 3,939 $323K <0.01% new Timeline IBCA 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: 12,558 shares 12,558 $322K <0.01% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,761 shares; 2024Q4: 6,761 shares; 2025Q1: 6,761 shares; 2025Q2: 6,761 shares; 2025Q3: 6,761 shares; 2025Q4: 6,731 shares; 2026Q1: 6,731 shares 6,731 $321K <0.01% 0 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,904 shares 5,904 $319K <0.01% new Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,707 shares; 2026Q1: 14,707 shares 14,707 $319K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,313 shares; 2024Q4: 18,809 shares; 2025Q1: 18,617 shares; 2025Q2: 15,805 shares; 2025Q3: 17,124 shares; 2025Q4: 16,862 shares; 2026Q1: 19,350 shares 19,350 $318K <0.01% +2,488 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,864 shares; 2024Q4: 34,479 shares; 2025Q1: 33,079 shares; 2025Q2: 19,799 shares; 2025Q3: 12,075 shares; 2025Q4: 8,513 shares; 2026Q1: 9,767 shares 9,767 $318K <0.01% +1,254 Timeline FEZ 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: 5,119 shares 5,119 $318K <0.01% new Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: 2,002 shares; 2025Q1: 1,995 shares; 2025Q2: 1,995 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 2,007 shares 2,007 $317K <0.01% +104 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,311 shares 3,311 $316K <0.01% new Timeline BBUS 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: 2,693 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares; 2025Q4: 2,693 shares; 2026Q1: 2,693 shares 2,693 $316K <0.01% 0 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,478 shares; 2024Q4: 8,478 shares; 2025Q1: 8,478 shares; 2025Q2: 8,478 shares; 2025Q3: 7,728 shares; 2025Q4: 8,478 shares; 2026Q1: 9,444 shares 9,444 $315K <0.01% +966 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,162 shares; 2025Q4: 22,802 shares; 2026Q1: 15,673 shares 15,673 $314K <0.01% -7,129 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 912 shares 912 $314K <0.01% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,333 shares; 2024Q4: 34,533 shares; 2025Q1: 25,033 shares; 2025Q2: 19,333 shares; 2025Q3: 11,333 shares; 2025Q4: 10,033 shares; 2026Q1: 16,573 shares 16,573 $312K <0.01% +6,540 Timeline KOMP 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: 5,334 shares 5,334 $312K <0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 6,963 shares; 2025Q1: 6,894 shares; 2025Q2: 6,804 shares; 2025Q3: 7,656 shares; 2025Q4: 8,045 shares; 2026Q1: 7,986 shares 7,986 $311K <0.01% -59 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,007 shares; 2024Q4: 2,022 shares; 2025Q1: 2,409 shares; 2025Q2: 2,409 shares; 2025Q3: 1,985 shares; 2025Q4: 1,947 shares; 2026Q1: 1,861 shares 1,861 $311K <0.01% -86 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,597 shares; 2024Q4: 58,641 shares; 2025Q1: 36,119 shares; 2025Q2: 29,511 shares; 2025Q3: 26,581 shares; 2025Q4: 29,563 shares; 2026Q1: 30,525 shares 30,525 $311K <0.01% +962 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 5,611 shares; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,672 shares; 2025Q4: 5,570 shares; 2026Q1: 5,571 shares 5,571 $310K <0.01% +1 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,443 shares; 2024Q4: 3,154 shares; 2025Q1: 3,010 shares; 2025Q2: 2,819 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,243 shares 4,243 $310K <0.01% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,648 shares 3,648 $310K <0.01% new Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,051 shares 12,051 $309K <0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,042 shares; 2024Q4: 26,042 shares; 2025Q1: 26,042 shares; 2025Q2: 26,042 shares; 2025Q3: 33,042 shares; 2025Q4: 32,046 shares; 2026Q1: 40,227 shares 40,227 $309K <0.01% +8,181 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is 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: 9,791 shares 9,791 $308K <0.01% new Timeline EWA 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: 13,180 shares; 2026Q1: 11,066 shares 11,066 $307K <0.01% -2,114 Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 9,328 shares 9,328 $307K <0.01% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,437 shares 4,437 $307K <0.01% new Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,637 shares 7,637 $307K <0.01% new Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,389 shares 4,389 $305K <0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,235 shares 3,235 $304K <0.01% new Timeline HTEC 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: 12,709 shares; 2024Q4: 12,379 shares; 2025Q1: 11,578 shares; 2025Q2: 10,549 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,188 shares 9,188 $303K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,234 shares 1,234 $302K <0.01% +123 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,072 shares; 2024Q4: 41,277 shares; 2025Q1: 41,977 shares; 2025Q2: 40,239 shares; 2025Q3: 15,870 shares; 2025Q4: 11,815 shares; 2026Q1: 25,067 shares 25,067 $302K <0.01% +13,252 Timeline BEAT HEARTBEAM INC More: the full row for HEARTBEAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,334 shares; 2024Q4: 133,334 shares; 2025Q1: 100,000 shares; 2025Q2: 247,058 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 247,458 shares 247,458 $302K <0.01% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 7,666 shares 7,666 $302K <0.01% new Timeline