VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 5,235 shares; 2025Q4: 9,484 shares; 2026Q1: 6,658 shares 6,658 $887K 0.03% -2,826 Timeline RTAI COLLABORATIVE INVESTMNT SER More: the full row for COLLABORATIVE INVESTMNT SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,474 shares; 2024Q4: 35,424 shares; 2025Q1: 28,306 shares; 2025Q2: 28,306 shares; 2025Q3: 37,669 shares; 2025Q4: 37,633 shares; 2026Q1: 42,744 shares 42,744 $887K 0.03% +5,111 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,268 shares; 2025Q1: 9,063 shares; 2025Q2: 5,391 shares; 2025Q3: 6,354 shares; 2025Q4: 6,335 shares; 2026Q1: 4,798 shares 4,798 $884K 0.03% -1,537 Timeline NU NU HLDGS LTD More: the full row for NU 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: 47,226 shares; 2025Q3: 82,054 shares; 2025Q4: 106,367 shares; 2026Q1: 60,799 shares 60,799 $874K 0.03% -45,568 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: 6,063 shares; 2025Q2: 2,742 shares; 2025Q3: 3,452 shares; 2025Q4: 2,819 shares; 2026Q1: 6,647 shares 6,647 $871K 0.03% +3,828 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,112 shares; 2024Q4: 82,174 shares; 2025Q1: 68,102 shares; 2025Q2: 59,150 shares; 2025Q3: 47,664 shares; 2025Q4: 20,446 shares; 2026Q1: 12,327 shares 12,327 $867K 0.03% -8,119 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: not reported; 2025Q1: 15,802 shares; 2025Q2: 15,946 shares; 2025Q3: 26,240 shares; 2025Q4: 28,327 shares; 2026Q1: 26,019 shares 26,019 $864K 0.03% -2,308 Timeline IWN 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: 3,460 shares; 2026Q1: 4,553 shares 4,553 $863K 0.03% +1,093 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,210 shares 24,210 $862K 0.03% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,031 shares; 2026Q1: 4,270 shares 4,270 $861K 0.03% -761 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,310 shares 7,310 $857K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,570 shares; 2024Q4: 27,599 shares; 2025Q1: 25,637 shares; 2025Q2: 27,194 shares; 2025Q3: 26,085 shares; 2025Q4: 26,472 shares; 2026Q1: 25,520 shares 25,520 $856K 0.03% -952 Timeline HDGE 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: not reported; 2025Q4: not reported; 2026Q1: 47,478 shares 47,478 $852K 0.03% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,244 shares; 2025Q3: 9,020 shares; 2025Q4: 9,115 shares; 2026Q1: 10,311 shares 10,311 $850K 0.03% +1,196 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 608 shares; 2025Q1: 1,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,878 shares; 2026Q1: 1,947 shares 1,947 $849K 0.03% -931 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,976 shares; 2024Q4: 2,975 shares; 2025Q1: 3,181 shares; 2025Q2: 3,516 shares; 2025Q3: 3,044 shares; 2025Q4: 11,272 shares; 2026Q1: 8,178 shares 8,178 $847K 0.03% -3,094 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 5,498 shares; 2025Q1: 50,367 shares; 2025Q2: 8,655 shares; 2025Q3: 8,880 shares; 2025Q4: 9,509 shares; 2026Q1: 9,786 shares 9,786 $845K 0.03% +277 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,660 shares; 2025Q2: not reported; 2025Q3: 9,900 shares; 2025Q4: 16,246 shares; 2026Q1: 16,798 shares 16,798 $841K 0.03% +552 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,307 shares; 2025Q1: 1,326 shares; 2025Q2: 2,220 shares; 2025Q3: 1,376 shares; 2025Q4: 1,478 shares; 2026Q1: 2,635 shares 2,635 $838K 0.03% +1,157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,424 shares; 2025Q3: 9,344 shares; 2025Q4: 11,005 shares; 2026Q1: 4,869 shares 4,869 $838K 0.03% -6,136 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,278 shares; 2025Q4: 36,481 shares; 2026Q1: 36,473 shares 36,473 $837K 0.03% -8 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: not reported; 2024Q4: not reported; 2025Q1: 5,797 shares; 2025Q2: 5,704 shares; 2025Q3: 8,113 shares; 2025Q4: 8,093 shares; 2026Q1: 8,054 shares 8,054 $837K 0.03% -39 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,071 shares 7,071 $832K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,069 shares; 2024Q4: 4,069 shares; 2025Q1: 4,054 shares; 2025Q2: 3,968 shares; 2025Q3: 4,928 shares; 2025Q4: 4,721 shares; 2026Q1: 4,447 shares 4,447 $830K 0.03% -274 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,483 shares; 2025Q2: 13,368 shares; 2025Q3: 40,700 shares; 2025Q4: 23,501 shares; 2026Q1: 22,483 shares 22,483 $828K 0.03% -1,018 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: 12,500 shares 12,500 $826K 0.03% new Timeline HAWX 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: 20,207 shares 20,207 $826K 0.03% new Timeline IMCG 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: 10,845 shares; 2024Q4: 10,606 shares; 2025Q1: 14,259 shares; 2025Q2: 10,882 shares; 2025Q3: 10,688 shares; 2025Q4: 10,115 shares; 2026Q1: 10,429 shares 10,429 $822K 0.03% +314 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: 132,831 shares; 2024Q4: 130,505 shares; 2025Q1: 159,270 shares; 2025Q2: 188,479 shares; 2025Q3: 80,953 shares; 2025Q4: 80,278 shares; 2026Q1: 16,491 shares 16,491 $816K 0.03% -63,787 Timeline TUA 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: 124,689 shares; 2024Q4: 124,587 shares; 2025Q1: 131,956 shares; 2025Q2: 51,302 shares; 2025Q3: 55,210 shares; 2025Q4: 66,759 shares; 2026Q1: 38,388 shares 38,388 $810K 0.03% -28,371 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,270 shares; 2024Q4: 2,185 shares; 2025Q1: 4,659 shares; 2025Q2: 2,259 shares; 2025Q3: 1,487 shares; 2025Q4: 1,273 shares; 2026Q1: 4,083 shares 4,083 $810K 0.03% +2,810 Timeline CAIE 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: 31,910 shares 31,910 $802K 0.03% new Timeline PFEB 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: 36,329 shares; 2024Q4: 36,329 shares; 2025Q1: 34,824 shares; 2025Q2: 33,135 shares; 2025Q3: 27,768 shares; 2025Q4: 21,884 shares; 2026Q1: 20,004 shares 20,004 $802K 0.03% -1,880 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 2,523 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,440 shares; 2026Q1: 5,299 shares 5,299 $802K 0.03% +2,859 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,030 shares; 2025Q2: 15,030 shares; 2025Q3: 15,030 shares; 2025Q4: 15,030 shares; 2026Q1: 15,095 shares 15,095 $799K 0.03% +65 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: 1,898 shares; 2024Q4: 1,913 shares; 2025Q1: 2,626 shares; 2025Q2: 2,606 shares; 2025Q3: 2,680 shares; 2025Q4: 2,717 shares; 2026Q1: 2,335 shares 2,335 $798K 0.03% -382 Timeline DEED 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: 26,722 shares; 2025Q2: 28,714 shares; 2025Q3: 28,933 shares; 2025Q4: 29,278 shares; 2026Q1: 37,273 shares 37,273 $795K 0.03% +7,995 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,249 shares; 2025Q2: 5,555 shares; 2025Q3: 6,360 shares; 2025Q4: 13,249 shares; 2026Q1: 17,459 shares 17,459 $795K 0.03% +4,210 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,469 shares; 2025Q2: not reported; 2025Q3: 10,980 shares; 2025Q4: not reported; 2026Q1: 47,796 shares 47,796 $793K 0.03% new Timeline PAPR 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: 183,932 shares; 2024Q4: 178,787 shares; 2025Q1: 105,037 shares; 2025Q2: 111,337 shares; 2025Q3: 116,211 shares; 2025Q4: 24,701 shares; 2026Q1: 19,883 shares 19,883 $791K 0.03% -4,818 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 11,074 shares; 2025Q1: 11,074 shares; 2025Q2: 11,074 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares; 2026Q1: 11,074 shares 11,074 $785K 0.03% 0 Timeline LIT 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: 10,672 shares; 2025Q4: 10,602 shares; 2026Q1: 10,554 shares 10,554 $785K 0.03% -48 Timeline SJNK 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: 9,583 shares; 2025Q2: not reported; 2025Q3: 7,972 shares; 2025Q4: not reported; 2026Q1: 31,173 shares 31,173 $779K 0.03% new Timeline PFFA 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: 61,239 shares; 2024Q4: 60,537 shares; 2025Q1: 62,944 shares; 2025Q2: 55,759 shares; 2025Q3: 42,628 shares; 2025Q4: 38,891 shares; 2026Q1: 38,187 shares 38,187 $777K 0.03% -704 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,088 shares; 2024Q4: 7,137 shares; 2025Q1: 7,157 shares; 2025Q2: 5,942 shares; 2025Q3: 6,506 shares; 2025Q4: 11,799 shares; 2026Q1: 7,108 shares 7,108 $775K 0.03% -4,691 Timeline WAGN 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: 54,853 shares 54,853 $774K 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4,186 shares; 2025Q1: 6,024 shares; 2025Q2: 3,155 shares; 2025Q3: not reported; 2025Q4: 8,054 shares; 2026Q1: 14,632 shares 14,632 $773K 0.03% +6,578 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,335 shares; 2024Q4: 4,336 shares; 2025Q1: 4,842 shares; 2025Q2: 4,904 shares; 2025Q3: 4,928 shares; 2025Q4: 4,833 shares; 2026Q1: 4,911 shares 4,911 $773K 0.03% +78 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: 4,767 shares; 2024Q4: 4,791 shares; 2025Q1: 3,756 shares; 2025Q2: 18,231 shares; 2025Q3: 15,981 shares; 2025Q4: 21,906 shares; 2026Q1: 10,661 shares 10,661 $772K 0.03% -11,245 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 12,479 shares 12,479 $772K 0.03% new 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: 47,432 shares; 2024Q4: 47,436 shares; 2025Q1: 35,027 shares; 2025Q2: 31,767 shares; 2025Q3: 18,812 shares; 2025Q4: 18,795 shares; 2026Q1: 11,202 shares 11,202 $770K 0.03% -7,593 Timeline IGSB 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: 27,859 shares; 2025Q2: 24,484 shares; 2025Q3: 29,536 shares; 2025Q4: 5,634 shares; 2026Q1: 14,452 shares 14,452 $760K 0.03% +8,818 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 3,442 shares; 2025Q4: 6,857 shares; 2026Q1: 5,639 shares 5,639 $759K 0.03% -1,218 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,800 shares; 2024Q4: 21,609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,987 shares; 2026Q1: 9,987 shares 9,987 $759K 0.03% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,508 shares; 2025Q1: 2,905 shares; 2025Q2: 170,042 shares; 2025Q3: 169,827 shares; 2025Q4: 843,002 shares; 2026Q1: 7,212 shares 7,212 $754K 0.03% -835,790 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 2,453 shares; 2025Q1: 2,226 shares; 2025Q2: 14,229 shares; 2025Q3: 2,839 shares; 2025Q4: 5,326 shares; 2026Q1: 7,515 shares 7,515 $753K 0.03% +2,189 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 6,364 shares; 2025Q1: 7,090 shares; 2025Q2: 6,042 shares; 2025Q3: 12,249 shares; 2025Q4: 11,132 shares; 2026Q1: 8,108 shares 8,108 $752K 0.03% -3,024 Timeline VHT 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: 2,798 shares; 2024Q4: 2,798 shares; 2025Q1: 2,790 shares; 2025Q2: 2,899 shares; 2025Q3: 2,725 shares; 2025Q4: 2,725 shares; 2026Q1: 2,754 shares 2,754 $750K 0.03% +29 Timeline BWZ 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: 28,649 shares; 2025Q3: 39,237 shares; 2025Q4: 26,722 shares; 2026Q1: 27,848 shares 27,848 $750K 0.03% +1,126 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,906 shares 9,906 $749K 0.03% new Timeline DFAC 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: 399 shares; 2024Q4: not reported; 2025Q1: 7,327 shares; 2025Q2: 7,129 shares; 2025Q3: 5,602 shares; 2025Q4: 28,458 shares; 2026Q1: 19,233 shares 19,233 $747K 0.03% -9,225 Timeline ROOT ROOT INC More: the full row for ROOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,920 shares 16,920 $747K 0.03% 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: not reported; 2025Q4: 34,600 shares; 2026Q1: 35,332 shares 35,332 $744K 0.03% +732 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: 5,399 shares; 2024Q4: 4,856 shares; 2025Q1: 4,000 shares; 2025Q2: 4,116 shares; 2025Q3: 4,112 shares; 2025Q4: 4,666 shares; 2026Q1: 3,758 shares 3,758 $743K 0.03% -908 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,206 shares; 2024Q4: 7,222 shares; 2025Q1: 37,256 shares; 2025Q2: 32,985 shares; 2025Q3: 29,561 shares; 2025Q4: 10,077 shares; 2026Q1: 10,305 shares 10,305 $741K 0.03% +228 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 9,210 shares; 2025Q1: 7,171 shares; 2025Q2: 7,654 shares; 2025Q3: not reported; 2025Q4: 6,998 shares; 2026Q1: 7,521 shares 7,521 $740K 0.03% +523 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,087 shares; 2024Q4: 13,087 shares; 2025Q1: 14,631 shares; 2025Q2: 14,631 shares; 2025Q3: 14,631 shares; 2025Q4: 14,631 shares; 2026Q1: 18,376 shares 18,376 $739K 0.03% +3,745 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: 4,818 shares; 2024Q4: 5,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,201 shares; 2025Q4: 19,555 shares; 2026Q1: 15,890 shares 15,890 $734K 0.03% -3,665 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,369 shares; 2025Q4: not reported; 2026Q1: 31,824 shares 31,824 $730K 0.03% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,948 shares; 2026Q1: 15,873 shares 15,873 $722K 0.03% -7,075 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,807 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,336 shares 9,336 $720K 0.03% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,055 shares; 2025Q4: 4,912 shares; 2026Q1: 13,728 shares 13,728 $718K 0.03% +8,816 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,751 shares; 2024Q4: 28,027 shares; 2025Q1: 16,360 shares; 2025Q2: 15,615 shares; 2025Q3: 24,190 shares; 2025Q4: 24,447 shares; 2026Q1: 24,370 shares 24,370 $709K 0.03% -77 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,594 shares; 2024Q4: 14,594 shares; 2025Q1: 14,594 shares; 2025Q2: 14,594 shares; 2025Q3: 14,594 shares; 2025Q4: 14,594 shares; 2026Q1: 14,594 shares 14,594 $707K 0.03% 0 Timeline WTAI 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: 12,275 shares; 2025Q2: 12,433 shares; 2025Q3: 11,876 shares; 2025Q4: 12,348 shares; 2026Q1: 25,009 shares 25,009 $706K 0.03% +12,661 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,534 shares 4,534 $705K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,743 shares; 2025Q3: 8,551 shares; 2025Q4: 8,343 shares; 2026Q1: 4,982 shares 4,982 $703K 0.03% -3,361 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: 20,144 shares; 2024Q4: 20,092 shares; 2025Q1: 16,738 shares; 2025Q2: 17,515 shares; 2025Q3: 13,773 shares; 2025Q4: 12,982 shares; 2026Q1: 19,926 shares 19,926 $700K 0.03% +6,944 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: not reported; 2026Q1: 2,358 shares 2,358 $699K 0.03% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,953 shares; 2024Q4: 17,895 shares; 2025Q1: 17,057 shares; 2025Q2: 16,984 shares; 2025Q3: 17,275 shares; 2025Q4: 17,162 shares; 2026Q1: 17,346 shares 17,346 $699K 0.03% +184 Timeline PSI 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: 9,755 shares; 2024Q4: 9,755 shares; 2025Q1: 9,462 shares; 2025Q2: 9,462 shares; 2025Q3: 7,940 shares; 2025Q4: 7,875 shares; 2026Q1: 7,395 shares 7,395 $698K 0.03% -480 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: 15,155 shares; 2024Q4: 15,015 shares; 2025Q1: 15,065 shares; 2025Q2: 14,011 shares; 2025Q3: 17,016 shares; 2025Q4: 17,790 shares; 2026Q1: 17,753 shares 17,753 $697K 0.03% -37 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,683 shares 10,683 $696K 0.03% new Timeline VTEB 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: 22,214 shares; 2024Q4: 21,853 shares; 2025Q1: 24,635 shares; 2025Q2: 35,989 shares; 2025Q3: 24,397 shares; 2025Q4: 22,075 shares; 2026Q1: 13,887 shares 13,887 $693K 0.03% -8,188 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,892 shares; 2024Q4: 14,921 shares; 2025Q1: 5,308 shares; 2025Q2: 5,676 shares; 2025Q3: 5,779 shares; 2025Q4: 6,440 shares; 2026Q1: 8,341 shares 8,341 $691K 0.03% +1,901 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: 10,110 shares; 2024Q4: 10,350 shares; 2025Q1: 16,246 shares; 2025Q2: 16,936 shares; 2025Q3: 18,156 shares; 2025Q4: 17,324 shares; 2026Q1: 15,714 shares 15,714 $689K 0.03% -1,610 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: 2,743 shares; 2024Q4: 2,734 shares; 2025Q1: 2,803 shares; 2025Q2: 3,102 shares; 2025Q3: 3,339 shares; 2025Q4: 3,522 shares; 2026Q1: 1,890 shares 1,890 $688K 0.03% -1,632 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,427 shares; 2024Q4: 3,329 shares; 2025Q1: 3,347 shares; 2025Q2: 1,268 shares; 2025Q3: not reported; 2025Q4: 1,119 shares; 2026Q1: 3,488 shares 3,488 $688K 0.03% +2,369 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,190 shares; 2024Q4: 7,153 shares; 2025Q1: 7,645 shares; 2025Q2: 7,422 shares; 2025Q3: 3,706 shares; 2025Q4: 9,415 shares; 2026Q1: 9,495 shares 9,495 $687K 0.03% +80 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: 5,924 shares; 2025Q2: 9,791 shares; 2025Q3: 11,399 shares; 2025Q4: 11,875 shares; 2026Q1: 17,386 shares 17,386 $686K 0.03% +5,511 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 2,279 shares; 2025Q1: 3,252 shares; 2025Q2: 3,170 shares; 2025Q3: 2,442 shares; 2025Q4: 2,355 shares; 2026Q1: 2,119 shares 2,119 $682K 0.02% -236 Timeline SMIN 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: 21,011 shares; 2024Q4: 21,023 shares; 2025Q1: 11,937 shares; 2025Q2: 10,513 shares; 2025Q3: 10,747 shares; 2025Q4: 10,905 shares; 2026Q1: 11,345 shares 11,345 $680K 0.02% +440 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,185 shares; 2024Q4: 3,957 shares; 2025Q1: 4,716 shares; 2025Q2: 5,194 shares; 2025Q3: 4,976 shares; 2025Q4: 5,299 shares; 2026Q1: 4,980 shares 4,980 $680K 0.02% -319 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,093 shares; 2025Q3: 8,288 shares; 2025Q4: 13,491 shares; 2026Q1: 13,227 shares 13,227 $674K 0.02% -264 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,556 shares; 2025Q2: 4,160 shares; 2025Q3: 5,920 shares; 2025Q4: 6,074 shares; 2026Q1: 7,646 shares 7,646 $674K 0.02% +1,572 Timeline QUAL 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: 5,231 shares; 2024Q4: 5,346 shares; 2025Q1: 4,088 shares; 2025Q2: 4,230 shares; 2025Q3: 8,866 shares; 2025Q4: 5,661 shares; 2026Q1: 3,513 shares 3,513 $674K 0.02% -2,148 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: 6,707 shares; 2024Q4: 6,645 shares; 2025Q1: not reported; 2025Q2: 5,168 shares; 2025Q3: 5,906 shares; 2025Q4: 5,272 shares; 2026Q1: 5,674 shares 5,674 $674K 0.02% +402 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,124 shares; 2025Q2: 8,192 shares; 2025Q3: 8,425 shares; 2025Q4: 12,688 shares; 2026Q1: 13,584 shares 13,584 $673K 0.02% +896 Timeline CDX 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: 9,575 shares; 2025Q3: 10,465 shares; 2025Q4: 10,954 shares; 2026Q1: 31,508 shares 31,508 $672K 0.02% +20,554 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: 33,650 shares; 2024Q4: 29,600 shares; 2025Q1: 54,520 shares; 2025Q2: 56,296 shares; 2025Q3: 58,673 shares; 2025Q4: 63,000 shares; 2026Q1: 70,433 shares 70,433 $668K 0.02% +7,433 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 5,709 shares; 2025Q1: 5,138 shares; 2025Q2: 5,705 shares; 2025Q3: 4,448 shares; 2025Q4: 3,025 shares; 2026Q1: 3,285 shares 3,285 $668K 0.02% +260 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,965 shares; 2024Q4: 7,017 shares; 2025Q1: 2,427 shares; 2025Q2: 3,327 shares; 2025Q3: 2,374 shares; 2025Q4: 2,378 shares; 2026Q1: 1,932 shares 1,932 $667K 0.02% -446 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: not reported; 2026Q1: 10,508 shares 10,508 $667K 0.02% new Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,493 shares; 2024Q4: 81,237 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 16,777 shares; 2025Q4: 11,408 shares; 2026Q1: 11,158 shares 11,158 $664K 0.02% -250 Timeline STOT 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: 49,105 shares; 2024Q4: 51,892 shares; 2025Q1: 25,753 shares; 2025Q2: 28,081 shares; 2025Q3: 5,347 shares; 2025Q4: not reported; 2026Q1: 13,954 shares 13,954 $658K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,277 shares; 2025Q1: 8,314 shares; 2025Q2: 4,613 shares; 2025Q3: 4,680 shares; 2025Q4: 4,751 shares; 2026Q1: 5,585 shares 5,585 $657K 0.02% +834 Timeline FDT 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: 3,899 shares; 2025Q4: 6,134 shares; 2026Q1: 7,519 shares 7,519 $654K 0.02% +1,385 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 966 shares; 2025Q1: 3,779 shares; 2025Q2: 2,839 shares; 2025Q3: 2,770 shares; 2025Q4: 3,599 shares; 2026Q1: 2,024 shares 2,024 $653K 0.02% -1,575 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,943 shares 18,943 $652K 0.02% new 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: 8,326 shares; 2024Q4: 8,314 shares; 2025Q1: 8,375 shares; 2025Q2: 8,410 shares; 2025Q3: 8,559 shares; 2025Q4: 8,605 shares; 2026Q1: 8,648 shares 8,648 $652K 0.02% +43 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 74,032 shares 74,032 $646K 0.02% new Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,181 shares; 2025Q3: 18,132 shares; 2025Q4: 19,412 shares; 2026Q1: 24,013 shares 24,013 $635K 0.02% +4,601 Timeline QVAL 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: 18,774 shares; 2024Q4: 18,072 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,105 shares 12,105 $631K 0.02% new Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS 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: not reported; 2025Q4: 13,287 shares; 2026Q1: 30,346 shares 30,346 $631K 0.02% +17,059 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: 2,748 shares; 2025Q4: 2,000 shares; 2026Q1: 2,811 shares 2,811 $631K 0.02% +811 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,681 shares; 2024Q4: 7,751 shares; 2025Q1: 7,129 shares; 2025Q2: 5,036 shares; 2025Q3: 4,882 shares; 2025Q4: 4,853 shares; 2026Q1: 4,773 shares 4,773 $631K 0.02% -80 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,674 shares; 2024Q4: 10,807 shares; 2025Q1: 14,269 shares; 2025Q2: 11,806 shares; 2025Q3: 14,023 shares; 2025Q4: 13,699 shares; 2026Q1: 13,918 shares 13,918 $629K 0.02% +219 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,247 shares 13,247 $628K 0.02% 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: not reported; 2025Q4: 9,814 shares; 2026Q1: 11,463 shares 11,463 $626K 0.02% +1,649 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,612 shares; 2025Q3: 16,232 shares; 2025Q4: 23,265 shares; 2026Q1: 24,774 shares 24,774 $626K 0.02% +1,509 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 7,265 shares; 2025Q1: 9,826 shares; 2025Q2: 10,997 shares; 2025Q3: 11,215 shares; 2025Q4: 12,022 shares; 2026Q1: 12,398 shares 12,398 $624K 0.02% +376 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: 513 shares; 2024Q4: not reported; 2025Q1: 562 shares; 2025Q2: 1,172 shares; 2025Q3: 954 shares; 2025Q4: 998 shares; 2026Q1: 1,467 shares 1,467 $623K 0.02% +469 Timeline PALC 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: 30,927 shares; 2024Q4: 31,524 shares; 2025Q1: 33,665 shares; 2025Q2: 31,303 shares; 2025Q3: 50,258 shares; 2025Q4: 12,043 shares; 2026Q1: 11,942 shares 11,942 $619K 0.02% -101 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,995 shares; 2024Q4: 3,995 shares; 2025Q1: 4,307 shares; 2025Q2: 4,376 shares; 2025Q3: 4,441 shares; 2025Q4: 4,450 shares; 2026Q1: 4,469 shares 4,469 $618K 0.02% +19 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,792 shares; 2026Q1: 15,114 shares 15,114 $616K 0.02% +322 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,725 shares 12,725 $611K 0.02% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,809 shares; 2025Q2: 3,173 shares; 2025Q3: not reported; 2025Q4: 5,715 shares; 2026Q1: 5,681 shares 5,681 $610K 0.02% -34 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 8,113 shares; 2025Q3: 8,113 shares; 2025Q4: 8,113 shares; 2026Q1: 8,239 shares 8,239 $608K 0.02% +126 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 13,658 shares 13,658 $608K 0.02% new Timeline EIPI 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: 15,377 shares; 2025Q2: 15,377 shares; 2025Q3: 15,377 shares; 2025Q4: 14,849 shares; 2026Q1: 26,961 shares 26,961 $606K 0.02% +12,112 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: 27,362 shares; 2024Q4: 23,530 shares; 2025Q1: 10,840 shares; 2025Q2: 10,425 shares; 2025Q3: 8,451 shares; 2025Q4: 14,657 shares; 2026Q1: 13,398 shares 13,398 $601K 0.02% -1,259 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 638 shares; 2025Q3: 986 shares; 2025Q4: 1,077 shares; 2026Q1: 1,094 shares 1,094 $601K 0.02% +17 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: 8,888 shares; 2025Q1: 9,371 shares; 2025Q2: 9,762 shares; 2025Q3: 9,777 shares; 2025Q4: 5,577 shares; 2026Q1: 4,903 shares 4,903 $600K 0.02% -674 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN 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: 7,812 shares 7,812 $598K 0.02% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,181 shares; 2024Q4: 2,235 shares; 2025Q1: 1,987 shares; 2025Q2: 3,062 shares; 2025Q3: 3,658 shares; 2025Q4: 3,729 shares; 2026Q1: 3,167 shares 3,167 $598K 0.02% -562 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 2,417 shares 2,417 $597K 0.02% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,911 shares; 2026Q1: 20,743 shares 20,743 $596K 0.02% +2,832 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: 6,774 shares; 2024Q4: 6,709 shares; 2025Q1: 6,993 shares; 2025Q2: 6,909 shares; 2025Q3: 7,329 shares; 2025Q4: 8,454 shares; 2026Q1: 8,532 shares 8,532 $591K 0.02% +78 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,338 shares; 2024Q4: 6,347 shares; 2025Q1: 6,306 shares; 2025Q2: 6,373 shares; 2025Q3: 6,370 shares; 2025Q4: 6,493 shares; 2026Q1: 6,355 shares 6,355 $589K 0.02% -138 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,659 shares; 2024Q4: 14,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,525 shares 8,525 $582K 0.02% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 88,287 shares; 2025Q1: 22,308 shares; 2025Q2: 6,376 shares; 2025Q3: 7,917 shares; 2025Q4: 9,552 shares; 2026Q1: 5,248 shares 5,248 $582K 0.02% -4,304 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,255 shares; 2026Q1: 9,051 shares 9,051 $581K 0.02% +796 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 3,953 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 3,896 shares; 2025Q4: 3,896 shares; 2026Q1: 5,167 shares 5,167 $574K 0.02% +1,271 Timeline EOCT 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: 18,058 shares; 2026Q1: 17,871 shares 17,871 $571K 0.02% -187 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: 2,728 shares; 2024Q4: 2,757 shares; 2025Q1: 3,124 shares; 2025Q2: 2,442 shares; 2025Q3: 2,177 shares; 2025Q4: 3,695 shares; 2026Q1: 10,205 shares 10,205 $569K 0.02% +6,510 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,094 shares; 2025Q2: 2,237 shares; 2025Q3: 2,190 shares; 2025Q4: 2,226 shares; 2026Q1: 2,235 shares 2,235 $569K 0.02% +9 Timeline CAAA 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: 12,489 shares; 2024Q4: 12,609 shares; 2025Q1: 19,747 shares; 2025Q2: 21,237 shares; 2025Q3: 21,460 shares; 2025Q4: 21,770 shares; 2026Q1: 28,007 shares 28,007 $569K 0.02% +6,237 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,868 shares; 2025Q2: not reported; 2025Q3: 10,572 shares; 2025Q4: 10,882 shares; 2026Q1: 41,873 shares 41,873 $568K 0.02% +30,991 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,534 shares; 2025Q3: 54,894 shares; 2025Q4: 36,945 shares; 2026Q1: 15,374 shares 15,374 $566K 0.02% -21,571 Timeline FOXY 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: not reported; 2026Q1: 19,252 shares 19,252 $563K 0.02% new Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 18,838 shares 18,838 $560K 0.02% new Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,103 shares; 2024Q4: 15,692 shares; 2025Q1: 12,954 shares; 2025Q2: 15,558 shares; 2025Q3: 17,312 shares; 2025Q4: 11,736 shares; 2026Q1: 11,118 shares 11,118 $560K 0.02% -618 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,573 shares; 2026Q1: 2,231 shares 2,231 $559K 0.02% -342 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: 10,226 shares; 2024Q4: 11,228 shares; 2025Q1: 1,694 shares; 2025Q2: 1,623 shares; 2025Q3: 1,611 shares; 2025Q4: 4,177 shares; 2026Q1: 3,705 shares 3,705 $556K 0.02% -472 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares; 2026Q1: 1,547 shares 1,547 $555K 0.02% -7 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,214 shares; 2025Q2: 6,441 shares; 2025Q3: 6,636 shares; 2025Q4: 10,166 shares; 2026Q1: 11,033 shares 11,033 $555K 0.02% +867 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,787 shares; 2025Q2: not reported; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares 10,300 $555K 0.02% 0 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,240 shares; 2024Q4: 6,265 shares; 2025Q1: 6,231 shares; 2025Q2: 6,507 shares; 2025Q3: 6,705 shares; 2025Q4: 10,288 shares; 2026Q1: 11,214 shares 11,214 $551K 0.02% +926 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: 750 shares; 2025Q2: 782 shares; 2025Q3: 1,177 shares; 2025Q4: 844 shares; 2026Q1: 744 shares 744 $549K 0.02% -100 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,353 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,202 shares; 2025Q4: 2,590 shares; 2026Q1: 2,713 shares 2,713 $545K 0.02% +123 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,342 shares; 2025Q1: 10,467 shares; 2025Q2: 18,179 shares; 2025Q3: 21,520 shares; 2025Q4: 20,477 shares; 2026Q1: 22,478 shares 22,478 $545K 0.02% +2,001 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,933 shares 9,933 $543K 0.02% new Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,729 shares; 2024Q4: 4,976 shares; 2025Q1: 4,193 shares; 2025Q2: 4,145 shares; 2025Q3: 4,440 shares; 2025Q4: 4,392 shares; 2026Q1: 4,529 shares 4,529 $541K 0.02% +137 Timeline LQDW 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: 15,974 shares; 2026Q1: 22,199 shares 22,199 $537K 0.02% +6,225 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 2,980 shares; 2025Q1: 2,778 shares; 2025Q2: 2,640 shares; 2025Q3: 2,644 shares; 2025Q4: 2,338 shares; 2026Q1: 2,014 shares 2,014 $536K 0.02% -324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,749 shares 4,749 $535K 0.02% new Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,044 shares; 2025Q2: 13,450 shares; 2025Q3: 12,886 shares; 2025Q4: 12,715 shares; 2026Q1: 11,428 shares 11,428 $534K 0.02% -1,287 Timeline URNM 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: 36,810 shares; 2024Q4: 20,089 shares; 2025Q1: 10,493 shares; 2025Q2: 10,712 shares; 2025Q3: 10,448 shares; 2025Q4: 9,398 shares; 2026Q1: 8,422 shares 8,422 $532K 0.02% -976 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,353 shares; 2024Q4: 39,797 shares; 2025Q1: 73,661 shares; 2025Q2: 39,202 shares; 2025Q3: 40,606 shares; 2025Q4: 32,892 shares; 2026Q1: 30,814 shares 30,814 $531K 0.02% -2,078 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,300 shares; 2025Q1: 3,636 shares; 2025Q2: 6,639 shares; 2025Q3: 6,458 shares; 2025Q4: 6,301 shares; 2026Q1: 4,393 shares 4,393 $531K 0.02% -1,908 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: 12,095 shares; 2026Q1: 11,897 shares 11,897 $531K 0.02% -198 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL 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: 5,398 shares; 2025Q3: 5,639 shares; 2025Q4: 5,592 shares; 2026Q1: 4,042 shares 4,042 $529K 0.02% -1,550 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: 69 shares; 2024Q4: not reported; 2025Q1: 39,066 shares; 2025Q2: 31,705 shares; 2025Q3: 28,843 shares; 2025Q4: 32,475 shares; 2026Q1: 8,640 shares 8,640 $527K 0.02% -23,835 Timeline BUXX 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: 15,437 shares; 2024Q4: 12,326 shares; 2025Q1: 17,884 shares; 2025Q2: 18,848 shares; 2025Q3: 17,977 shares; 2025Q4: 19,160 shares; 2026Q1: 26,024 shares 26,024 $527K 0.02% +6,864 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,369 shares; 2024Q4: 79,809 shares; 2025Q1: 12,690 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,298 shares 30,298 $525K 0.02% new Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC 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: 18,180 shares; 2026Q1: 38,168 shares 38,168 $524K 0.02% +19,988 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 6,172 shares 6,172 $522K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 4,955 shares; 2025Q2: 4,947 shares; 2025Q3: 4,950 shares; 2025Q4: 4,925 shares; 2026Q1: 4,751 shares 4,751 $521K 0.02% -174 Timeline KFEB 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: 18,269 shares 18,269 $513K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,433 shares; 2026Q1: 4,408 shares 4,408 $506K 0.02% -25 Timeline EEMO 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: 29,778 shares; 2026Q1: 29,778 shares 29,778 $503K 0.02% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,431 shares; 2024Q4: 33,972 shares; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 4,383 shares; 2025Q4: 4,515 shares; 2026Q1: 4,991 shares 4,991 $502K 0.02% +476 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,521 shares; 2025Q1: 4,339 shares; 2025Q2: 4,234 shares; 2025Q3: 4,237 shares; 2025Q4: 4,859 shares; 2026Q1: 4,432 shares 4,432 $498K 0.02% -427 Timeline XFLT XAI FLOATING RATE & ALTER IN More: the full row for XAI FLOATING RATE & ALTER 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: 28,958 shares 28,958 $497K 0.02% new Timeline PAMC 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: 28,598 shares; 2025Q2: 14,421 shares; 2025Q3: 11,698 shares; 2025Q4: 10,667 shares; 2026Q1: 10,382 shares 10,382 $497K 0.02% -285 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,474 shares; 2025Q4: 12,633 shares; 2026Q1: 10,132 shares 10,132 $497K 0.02% -2,501 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,017 shares; 2025Q2: 8,507 shares; 2025Q3: 10,988 shares; 2025Q4: 19,291 shares; 2026Q1: 10,130 shares 10,130 $495K 0.02% -9,161 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,178 shares; 2026Q1: 10,787 shares 10,787 $494K 0.02% +609 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,411 shares; 2024Q4: 7,667 shares; 2025Q1: 7,363 shares; 2025Q2: 2,837 shares; 2025Q3: 2,893 shares; 2025Q4: 2,956 shares; 2026Q1: 3,621 shares 3,621 $493K 0.02% +665 Timeline MDYV 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: 7,023 shares; 2025Q2: 6,210 shares; 2025Q3: 6,105 shares; 2025Q4: 5,986 shares; 2026Q1: 5,740 shares 5,740 $489K 0.02% -246 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,769 shares; 2025Q2: 7,201 shares; 2025Q3: 8,072 shares; 2025Q4: 8,726 shares; 2026Q1: 9,420 shares 9,420 $486K 0.02% +694 Timeline BKMS BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,944 shares 18,944 $483K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,590 shares; 2024Q4: 18,870 shares; 2025Q1: 13,291 shares; 2025Q2: 13,446 shares; 2025Q3: 15,311 shares; 2025Q4: 9,737 shares; 2026Q1: 9,143 shares 9,143 $482K 0.02% -594 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,790 shares; 2024Q4: 7,649 shares; 2025Q1: 11,447 shares; 2025Q2: 9,153 shares; 2025Q3: 6,180 shares; 2025Q4: 7,998 shares; 2026Q1: 5,659 shares 5,659 $482K 0.02% -2,339 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 28,522 shares; 2026Q1: 15,782 shares 15,782 $481K 0.02% -12,740 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: 4,547 shares; 2024Q4: 4,547 shares; 2025Q1: 4,188 shares; 2025Q2: 4,196 shares; 2025Q3: 4,923 shares; 2025Q4: 4,637 shares; 2026Q1: 4,397 shares 4,397 $480K 0.02% -240 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 1,440 shares; 2025Q1: 607 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 439 shares; 2026Q1: 777 shares 777 $480K 0.02% +338 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,647 shares 5,647 $479K 0.02% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,061 shares 6,061 $479K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,982 shares; 2025Q4: 19,709 shares; 2026Q1: 30,178 shares 30,178 $478K 0.02% +10,469 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 4,165 shares 4,165 $477K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,161 shares; 2025Q2: 5,525 shares; 2025Q3: not reported; 2025Q4: 5,811 shares; 2026Q1: 5,923 shares 5,923 $477K 0.02% +112 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE 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: 4,493 shares; 2025Q3: 5,582 shares; 2025Q4: 4,142 shares; 2026Q1: 2,612 shares 2,612 $477K 0.02% -1,530 Timeline PJUL 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: 6,103 shares; 2024Q4: 6,103 shares; 2025Q1: not reported; 2025Q2: 10,115 shares; 2025Q3: 5,001 shares; 2025Q4: 10,345 shares; 2026Q1: 10,345 shares 10,345 $476K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 7,896 shares; 2025Q1: 8,462 shares; 2025Q2: 9,221 shares; 2025Q3: 8,711 shares; 2025Q4: 9,139 shares; 2026Q1: 9,142 shares 9,142 $475K 0.02% +3 Timeline ARKQ 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: 4,789 shares; 2024Q4: 4,791 shares; 2025Q1: 4,456 shares; 2025Q2: 4,406 shares; 2025Q3: 6,367 shares; 2025Q4: 6,596 shares; 2026Q1: 4,221 shares 4,221 $475K 0.02% -2,375 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: not reported; 2025Q1: 33,569 shares; 2025Q2: 36,250 shares; 2025Q3: 38,186 shares; 2025Q4: 38,454 shares; 2026Q1: 22,218 shares 22,218 $474K 0.02% -16,236 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,559 shares; 2025Q4: 4,600 shares; 2026Q1: 4,412 shares 4,412 $471K 0.02% -188 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,471 shares; 2024Q4: 20,509 shares; 2025Q1: 24,974 shares; 2025Q2: 29,348 shares; 2025Q3: 25,894 shares; 2025Q4: 20,490 shares; 2026Q1: 13,709 shares 13,709 $470K 0.02% -6,781 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: not reported; 2025Q1: 3,721 shares; 2025Q2: 3,963 shares; 2025Q3: 2,245 shares; 2025Q4: not reported; 2026Q1: 1,961 shares 1,961 $469K 0.02% new 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: 7,239 shares; 2024Q4: 5,511 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 7,961 shares; 2026Q1: 6,227 shares 6,227 $469K 0.02% -1,734 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,766 shares; 2024Q4: 17,603 shares; 2025Q1: 17,075 shares; 2025Q2: 14,632 shares; 2025Q3: 13,956 shares; 2025Q4: 13,576 shares; 2026Q1: 16,262 shares 16,262 $467K 0.02% +2,686 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,283 shares; 2024Q4: 4,301 shares; 2025Q1: 5,596 shares; 2025Q2: 4,600 shares; 2025Q3: 3,425 shares; 2025Q4: 3,578 shares; 2026Q1: 3,380 shares 3,380 $464K 0.02% -198 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,260 shares 2,260 $462K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,788 shares; 2024Q4: 7,937 shares; 2025Q1: 8,516 shares; 2025Q2: 8,994 shares; 2025Q3: 8,924 shares; 2025Q4: 10,177 shares; 2026Q1: 8,482 shares 8,482 $459K 0.02% -1,695 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,311 shares; 2024Q4: 43,612 shares; 2025Q1: 44,358 shares; 2025Q2: 26,356 shares; 2025Q3: 44,054 shares; 2025Q4: 37,900 shares; 2026Q1: 25,444 shares 25,444 $459K 0.02% -12,456 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,204 shares; 2025Q1: 1,111 shares; 2025Q2: 1,310 shares; 2025Q3: 1,151 shares; 2025Q4: 1,133 shares; 2026Q1: 986 shares 986 $458K 0.02% -147 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,001 shares; 2024Q4: 7,009 shares; 2025Q1: 6,306 shares; 2025Q2: 3,495 shares; 2025Q3: 3,498 shares; 2025Q4: 3,082 shares; 2026Q1: 3,070 shares 3,070 $455K 0.02% -12 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,132 shares; 2026Q1: 9,753 shares 9,753 $455K 0.02% +621 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,526 shares; 2024Q4: 7,525 shares; 2025Q1: 7,014 shares; 2025Q2: 5,902 shares; 2025Q3: 5,933 shares; 2025Q4: 3,856 shares; 2026Q1: 3,551 shares 3,551 $454K 0.02% -305 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is 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: 12,181 shares 12,181 $452K 0.02% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 7,211 shares; 2025Q1: 7,211 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 7,211 shares; 2026Q1: 7,211 shares 7,211 $450K 0.02% 0 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES 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: 101,562 shares 101,562 $449K 0.02% new Timeline STXE 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: 12,378 shares; 2024Q4: 9,411 shares; 2025Q1: 14,104 shares; 2025Q2: 12,054 shares; 2025Q3: 11,550 shares; 2025Q4: 11,191 shares; 2026Q1: 11,461 shares 11,461 $448K 0.02% +270 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: 11,601 shares; 2024Q4: 11,834 shares; 2025Q1: 11,672 shares; 2025Q2: 11,619 shares; 2025Q3: 29,139 shares; 2025Q4: 29,691 shares; 2026Q1: 29,725 shares 29,725 $446K 0.02% +34 Timeline MYCH 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: 17,868 shares 17,868 $446K 0.02% new Timeline MYCG 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: 17,714 shares 17,714 $443K 0.02% new Timeline PSEP 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: 10,826 shares; 2025Q4: 10,734 shares; 2026Q1: 10,282 shares 10,282 $443K 0.02% -452 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521 shares; 2024Q4: 1,499 shares; 2025Q1: 1,494 shares; 2025Q2: 2,017 shares; 2025Q3: 1,632 shares; 2025Q4: 1,601 shares; 2026Q1: 1,569 shares 1,569 $441K 0.02% -32 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: not reported; 2026Q1: 3,396 shares 3,396 $440K 0.02% new Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 3,299 shares 3,299 $440K 0.02% new Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES 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: 33,412 shares 33,412 $440K 0.02% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,951 shares; 2024Q4: 32,951 shares; 2025Q1: 23,951 shares; 2025Q2: 22,671 shares; 2025Q3: 8,506 shares; 2025Q4: 8,997 shares; 2026Q1: 8,677 shares 8,677 $440K 0.02% -320 Timeline ISPY 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: 7,779 shares; 2025Q2: 8,896 shares; 2025Q3: 8,853 shares; 2025Q4: 9,914 shares; 2026Q1: 10,136 shares 10,136 $439K 0.02% +222 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 2,961 shares; 2025Q1: 3,461 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,134 shares; 2026Q1: 4,703 shares 4,703 $437K 0.02% +1,569 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,676 shares; 2025Q3: 10,477 shares; 2025Q4: 10,594 shares; 2026Q1: 10,695 shares 10,695 $436K 0.02% +101 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 5,236 shares; 2025Q1: 3,756 shares; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 5,347 shares; 2026Q1: 4,635 shares 4,635 $435K 0.02% -712 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,217 shares; 2025Q1: 2,351 shares; 2025Q2: 2,550 shares; 2025Q3: 2,791 shares; 2025Q4: 2,614 shares; 2026Q1: 2,097 shares 2,097 $435K 0.02% -517 Timeline PEVC 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: not reported; 2025Q4: 15,150 shares; 2026Q1: 16,730 shares 16,730 $435K 0.02% +1,580 Timeline AJUL 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: 14,541 shares; 2025Q3: 13,842 shares; 2025Q4: 14,701 shares; 2026Q1: 14,973 shares 14,973 $434K 0.02% +272 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,458 shares; 2025Q1: 2,393 shares; 2025Q2: 2,294 shares; 2025Q3: 2,313 shares; 2025Q4: 3,667 shares; 2026Q1: 3,298 shares 3,298 $432K 0.02% -369 Timeline MYCF 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: 17,196 shares 17,196 $431K 0.02% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,136 shares; 2025Q1: 2,031 shares; 2025Q2: 2,337 shares; 2025Q3: 2,588 shares; 2025Q4: 4,259 shares; 2026Q1: 2,465 shares 2,465 $430K 0.02% -1,794 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO 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: 7,075 shares 7,075 $430K 0.02% new Timeline FNX 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: 3,391 shares; 2024Q4: 3,391 shares; 2025Q1: 3,391 shares; 2025Q2: 3,391 shares; 2025Q3: 3,391 shares; 2025Q4: 3,391 shares; 2026Q1: 3,351 shares 3,351 $430K 0.02% -40 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,034 shares; 2025Q1: 1,470 shares; 2025Q2: 1,460 shares; 2025Q3: 1,434 shares; 2025Q4: 1,178 shares; 2026Q1: 1,171 shares 1,171 $426K 0.02% -7 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 104 shares; 2026Q1: 126 shares 126 $426K 0.02% +22 Timeline PJUN 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: 10,789 shares; 2025Q3: 9,783 shares; 2025Q4: 10,156 shares; 2026Q1: 10,142 shares 10,142 $424K 0.02% -14 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: 13,480 shares; 2026Q1: 8,439 shares 8,439 $422K 0.02% -5,041 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,611 shares 13,611 $422K 0.02% new 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: 3,607 shares; 2024Q4: 7,212 shares; 2025Q1: 5,047 shares; 2025Q2: 4,347 shares; 2025Q3: 4,987 shares; 2025Q4: 2,648 shares; 2026Q1: 2,398 shares 2,398 $421K 0.02% -250 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: 10,274 shares; 2024Q4: 10,299 shares; 2025Q1: 10,206 shares; 2025Q2: 10,219 shares; 2025Q3: 10,244 shares; 2025Q4: 10,269 shares; 2026Q1: 8,756 shares 8,756 $420K 0.02% -1,513 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,840 shares; 2025Q3: 3,111 shares; 2025Q4: 3,951 shares; 2026Q1: 3,936 shares 3,936 $417K 0.02% -15 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,350 shares; 2026Q1: 5,265 shares 5,265 $417K 0.02% -85 Timeline SNEX STONEX GROUP INC More: the full row for STONEX 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: 3,052 shares; 2025Q3: 4,267 shares; 2025Q4: 4,191 shares; 2026Q1: 5,148 shares 5,148 $415K 0.02% +957 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: 13,860 shares; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 13,967 shares; 2025Q4: 13,967 shares; 2026Q1: 13,967 shares 13,967 $412K 0.02% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,611 shares 5,611 $411K 0.01% new Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,972 shares 8,972 $407K 0.01% new Timeline IEI 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: 4,146 shares; 2024Q4: 47,275 shares; 2025Q1: 3,313 shares; 2025Q2: 3,552 shares; 2025Q3: 3,396 shares; 2025Q4: 3,374 shares; 2026Q1: 3,422 shares 3,422 $406K 0.01% +48 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 4,594 shares; 2025Q1: 5,671 shares; 2025Q2: 5,357 shares; 2025Q3: 5,071 shares; 2025Q4: 5,370 shares; 2026Q1: 5,078 shares 5,078 $406K 0.01% -292 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,459 shares; 2025Q2: 4,989 shares; 2025Q3: 5,294 shares; 2025Q4: not reported; 2026Q1: 8,149 shares 8,149 $404K 0.01% new Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,402 shares; 2024Q4: 1,402 shares; 2025Q1: 1,702 shares; 2025Q2: 1,832 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,807 shares 1,807 $403K 0.01% -26 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 2,062 shares; 2025Q1: 1,948 shares; 2025Q2: 1,885 shares; 2025Q3: 1,514 shares; 2025Q4: 1,191 shares; 2026Q1: 1,232 shares 1,232 $402K 0.01% +41 Timeline PTNQ 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: 117 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,502 shares; 2026Q1: 5,502 shares 5,502 $401K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,779 shares; 2025Q1: 3,901 shares; 2025Q2: 2,780 shares; 2025Q3: not reported; 2025Q4: 4,126 shares; 2026Q1: 1,886 shares 1,886 $399K 0.01% -2,240 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,017 shares; 2024Q4: 4,017 shares; 2025Q1: 3,917 shares; 2025Q2: 3,917 shares; 2025Q3: 3,917 shares; 2025Q4: 3,917 shares; 2026Q1: 4,091 shares 4,091 $397K 0.01% +174 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 9,301 shares; 2025Q1: 28,174 shares; 2025Q2: 12,888 shares; 2025Q3: 12,343 shares; 2025Q4: 15,165 shares; 2026Q1: 15,275 shares 15,275 $395K 0.01% +110 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,175 shares; 2024Q4: 5,017 shares; 2025Q1: 5,085 shares; 2025Q2: 5,081 shares; 2025Q3: 5,075 shares; 2025Q4: 5,149 shares; 2026Q1: 5,089 shares 5,089 $395K 0.01% -60 Timeline FPXI 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: 4,562 shares; 2024Q4: 4,292 shares; 2025Q1: 4,802 shares; 2025Q2: 4,803 shares; 2025Q3: 5,646 shares; 2025Q4: 6,346 shares; 2026Q1: 6,347 shares 6,347 $392K 0.01% +1 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,102 shares; 2025Q2: 10,413 shares; 2025Q3: 9,893 shares; 2025Q4: 10,248 shares; 2026Q1: 9,809 shares 9,809 $391K 0.01% -439 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,133 shares; 2024Q4: 10,133 shares; 2025Q1: 10,134 shares; 2025Q2: 10,133 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares; 2026Q1: 9,428 shares 9,428 $391K 0.01% -355 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,195 shares; 2024Q4: 9,014 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 934 shares; 2026Q1: 843 shares 843 $390K 0.01% -91 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,075 shares; 2024Q4: 20,103 shares; 2025Q1: 11,865 shares; 2025Q2: 20,628 shares; 2025Q3: 36,712 shares; 2025Q4: 37,056 shares; 2026Q1: 21,974 shares 21,974 $390K 0.01% -15,082 Timeline VICI VICI PPTYS INC More: the full row for VICI 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: 14,270 shares 14,270 $390K 0.01% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,076 shares; 2025Q1: 5,873 shares; 2025Q2: 4,580 shares; 2025Q3: 4,796 shares; 2025Q4: 5,926 shares; 2026Q1: 4,688 shares 4,688 $389K 0.01% -1,238 Timeline ISCF 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: 9,398 shares; 2025Q2: 9,038 shares; 2025Q3: 9,324 shares; 2025Q4: 9,089 shares; 2026Q1: 9,251 shares 9,251 $387K 0.01% +162 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares 2,430 $386K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,398 shares; 2025Q2: 6,940 shares; 2025Q3: 7,277 shares; 2025Q4: 7,615 shares; 2026Q1: 9,502 shares 9,502 $386K 0.01% +1,887 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,618 shares; 2026Q1: 11,618 shares 11,618 $384K 0.01% 0 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $381K 0.01% 0 Timeline DFSV 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: not reported; 2025Q4: 12,655 shares; 2026Q1: 10,853 shares 10,853 $380K 0.01% -1,802 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,317 shares; 2025Q1: 893 shares; 2025Q2: 901 shares; 2025Q3: 963 shares; 2025Q4: 1,190 shares; 2026Q1: 959 shares 959 $380K 0.01% -231 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,281 shares; 2024Q4: 8,309 shares; 2025Q1: 8,073 shares; 2025Q2: 6,442 shares; 2025Q3: 6,274 shares; 2025Q4: 5,841 shares; 2026Q1: 5,871 shares 5,871 $379K 0.01% +30 Timeline LEGR 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: 7,032 shares; 2024Q4: 7,032 shares; 2025Q1: 6,247 shares; 2025Q2: 6,247 shares; 2025Q3: 6,547 shares; 2025Q4: 6,547 shares; 2026Q1: 6,547 shares 6,547 $378K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 601 shares; 2025Q1: 2,345 shares; 2025Q2: 2,457 shares; 2025Q3: 2,487 shares; 2025Q4: 2,407 shares; 2026Q1: 2,229 shares 2,229 $377K 0.01% -178 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,443 shares 29,443 $377K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 23,416 shares; 2026Q1: 29,492 shares 29,492 $373K 0.01% +6,076 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653 shares; 2024Q4: 1,661 shares; 2025Q1: 1,694 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,550 shares; 2026Q1: 1,134 shares 1,134 $373K 0.01% -416 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,386 shares; 2024Q4: 36,764 shares; 2025Q1: 62,408 shares; 2025Q2: 66,978 shares; 2025Q3: 24,801 shares; 2025Q4: 20,730 shares; 2026Q1: 15,359 shares 15,359 $373K 0.01% -5,371 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 20,981 shares; 2025Q3: 20,010 shares; 2025Q4: 5,353 shares; 2026Q1: 2,767 shares 2,767 $373K 0.01% -2,586 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: 35,186 shares; 2024Q4: 35,013 shares; 2025Q1: 19,287 shares; 2025Q2: 76,552 shares; 2025Q3: 63,730 shares; 2025Q4: 62,411 shares; 2026Q1: 23,390 shares 23,390 $371K 0.01% -39,021 Timeline FLBR FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,016 shares; 2025Q4: not reported; 2026Q1: 15,422 shares 15,422 $368K 0.01% new 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: 17,243 shares; 2024Q4: 17,243 shares; 2025Q1: 29,645 shares; 2025Q2: 16,612 shares; 2025Q3: 35,499 shares; 2025Q4: 36,138 shares; 2026Q1: 36,138 shares 36,138 $368K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: 43,434 shares 43,434 $367K 0.01% new Timeline SPTM 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: 9,381 shares; 2024Q4: 9,156 shares; 2025Q1: 12,069 shares; 2025Q2: 9,674 shares; 2025Q3: 16,754 shares; 2025Q4: 18,820 shares; 2026Q1: 4,615 shares 4,615 $365K 0.01% -14,205 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: 3,014 shares; 2024Q4: 3,039 shares; 2025Q1: 7,314 shares; 2025Q2: not reported; 2025Q3: 7,588 shares; 2025Q4: 4,007 shares; 2026Q1: 3,981 shares 3,981 $364K 0.01% -26 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: 7,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,737 shares; 2025Q4: not reported; 2026Q1: 8,574 shares 8,574 $364K 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: 5,598 shares; 2024Q4: 5,251 shares; 2025Q1: 5,771 shares; 2025Q2: 6,252 shares; 2025Q3: 8,845 shares; 2025Q4: 6,647 shares; 2026Q1: 2,683 shares 2,683 $363K 0.01% -3,964 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,195 shares; 2024Q4: not reported; 2025Q1: 16,541 shares; 2025Q2: 19,471 shares; 2025Q3: 21,289 shares; 2025Q4: 21,266 shares; 2026Q1: 24,172 shares 24,172 $363K 0.01% +2,906 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 569 shares 569 $362K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,310 shares; 2024Q4: 8,442 shares; 2025Q1: 9,788 shares; 2025Q2: 12,361 shares; 2025Q3: 8,767 shares; 2025Q4: 6,713 shares; 2026Q1: 6,228 shares 6,228 $359K 0.01% -485 Timeline DUHP 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: not reported; 2025Q4: 12,408 shares; 2026Q1: 9,700 shares 9,700 $357K 0.01% -2,708 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,909 shares; 2024Q4: 6,763 shares; 2025Q1: 5,987 shares; 2025Q2: 3,265 shares; 2025Q3: 3,243 shares; 2025Q4: 6,741 shares; 2026Q1: 7,098 shares 7,098 $355K 0.01% +357 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,795 shares; 2024Q4: 2,796 shares; 2025Q1: 2,254 shares; 2025Q2: 2,194 shares; 2025Q3: 2,146 shares; 2025Q4: 2,143 shares; 2026Q1: 992 shares 992 $353K 0.01% -1,151 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,117 shares; 2025Q1: 2,075 shares; 2025Q2: 2,082 shares; 2025Q3: 1,873 shares; 2025Q4: 2,400 shares; 2026Q1: 2,404 shares 2,404 $352K 0.01% +4 Timeline IBUF 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: 11,942 shares; 2026Q1: 11,886 shares 11,886 $351K 0.01% -56 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 14,413 shares; 2025Q1: 9,995 shares; 2025Q2: 9,770 shares; 2025Q3: 8,562 shares; 2025Q4: 5,779 shares; 2026Q1: 5,488 shares 5,488 $350K 0.01% -291 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,582 shares; 2026Q1: 15,801 shares 15,801 $350K 0.01% -7,781 Timeline PI IMPINJ INC More: the full row for IMPINJ 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: 2,066 shares; 2026Q1: 3,400 shares 3,400 $349K 0.01% +1,334 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 8,597 shares; 2025Q1: 8,749 shares; 2025Q2: 8,422 shares; 2025Q3: 8,016 shares; 2025Q4: 7,946 shares; 2026Q1: 7,612 shares 7,612 $349K 0.01% -334 Timeline SCHZ 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: 15,446 shares; 2025Q2: not reported; 2025Q3: 44,886 shares; 2025Q4: 45,119 shares; 2026Q1: 14,986 shares 14,986 $348K 0.01% -30,133 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,435 shares 2,435 $347K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: 3,133 shares; 2025Q1: 4,197 shares; 2025Q2: 8,112 shares; 2025Q3: 7,512 shares; 2025Q4: 4,312 shares; 2026Q1: 4,416 shares 4,416 $346K 0.01% +104 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,343 shares; 2025Q4: 1,479 shares; 2026Q1: 1,479 shares 1,479 $346K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,967 shares; 2025Q2: 3,970 shares; 2025Q3: 3,974 shares; 2025Q4: 3,900 shares; 2026Q1: 3,893 shares 3,893 $344K 0.01% -7 Timeline FHDG 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: 10,189 shares 10,189 $344K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 3,305 shares; 2025Q1: 3,931 shares; 2025Q2: 8,866 shares; 2025Q3: 8,598 shares; 2025Q4: 8,720 shares; 2026Q1: 3,780 shares 3,780 $341K 0.01% -4,940 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING 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: 2,641 shares; 2025Q4: 2,671 shares; 2026Q1: 2,651 shares 2,651 $338K 0.01% -20 Timeline RGCO RGC RES INC More: the full row for RGC RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 14,699 shares; 2025Q1: 14,903 shares; 2025Q2: 14,973 shares; 2025Q3: 15,046 shares; 2025Q4: 15,116 shares; 2026Q1: 15,062 shares 15,062 $332K 0.01% -54 Timeline PTLC 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: 5,002 shares; 2024Q4: 5,008 shares; 2025Q1: 6,439 shares; 2025Q2: 4,186 shares; 2025Q3: not reported; 2025Q4: 6,312 shares; 2026Q1: 6,313 shares 6,313 $331K 0.01% +1 Timeline EPS 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: 4,854 shares 4,854 $331K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares 1,222 $331K 0.01% new Timeline LQD 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: 5,375 shares; 2024Q4: 5,319 shares; 2025Q1: 6,202 shares; 2025Q2: 4,369 shares; 2025Q3: 7,290 shares; 2025Q4: 8,228 shares; 2026Q1: 3,026 shares 3,026 $330K 0.01% -5,202 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,585 shares; 2025Q1: 1,762 shares; 2025Q2: 1,725 shares; 2025Q3: 1,679 shares; 2025Q4: 1,602 shares; 2026Q1: 1,601 shares 1,601 $330K 0.01% -1 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,935 shares 2,935 $330K 0.01% new Timeline PMAY 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: 17,996 shares; 2025Q3: 6,256 shares; 2025Q4: 8,232 shares; 2026Q1: 8,232 shares 8,232 $329K 0.01% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,477 shares; 2024Q4: 8,794 shares; 2025Q1: 3,843 shares; 2025Q2: 3,724 shares; 2025Q3: 3,202 shares; 2025Q4: 3,774 shares; 2026Q1: 3,544 shares 3,544 $329K 0.01% -230 Timeline HEDJ 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: 7,821 shares; 2024Q4: 7,819 shares; 2025Q1: 18,126 shares; 2025Q2: 6,675 shares; 2025Q3: 6,277 shares; 2025Q4: 6,277 shares; 2026Q1: 6,277 shares 6,277 $328K 0.01% 0 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,400 shares; 2026Q1: 13,650 shares 13,650 $327K 0.01% +5,250 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,256 shares; 2025Q3: 68,585 shares; 2025Q4: 63,079 shares; 2026Q1: 12,742 shares 12,742 $327K 0.01% -50,337 Timeline VTHR 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: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $326K 0.01% 0 Timeline BLDG CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,555 shares; 2025Q2: 24,116 shares; 2025Q3: 25,214 shares; 2025Q4: 25,483 shares; 2026Q1: 13,465 shares 13,465 $323K 0.01% -12,018 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,804 shares 15,804 $323K 0.01% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: 6,138 shares; 2025Q1: 5,285 shares; 2025Q2: 5,662 shares; 2025Q3: 2,088 shares; 2025Q4: 2,109 shares; 2026Q1: 2,106 shares 2,106 $322K 0.01% -3 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: not reported; 2025Q4: not reported; 2026Q1: 6,718 shares 6,718 $321K 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,336 shares; 2024Q4: 7,995 shares; 2025Q1: 9,051 shares; 2025Q2: 10,082 shares; 2025Q3: 10,117 shares; 2025Q4: 9,245 shares; 2026Q1: 6,836 shares 6,836 $321K 0.01% -2,409 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 9,216 shares; 2026Q1: 9,216 shares 9,216 $321K 0.01% 0 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,536 shares; 2025Q3: 7,732 shares; 2025Q4: 12,200 shares; 2026Q1: 9,639 shares 9,639 $320K 0.01% -2,561 Timeline IDV 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: 5,737 shares; 2026Q1: 7,496 shares 7,496 $319K 0.01% +1,759 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,709 shares; 2024Q4: 10,392 shares; 2025Q1: 13,590 shares; 2025Q2: 8,887 shares; 2025Q3: 6,177 shares; 2025Q4: 6,361 shares; 2026Q1: 6,395 shares 6,395 $319K 0.01% +34 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,635 shares; 2024Q4: 56,241 shares; 2025Q1: 20,418 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,725 shares; 2026Q1: 7,179 shares 7,179 $318K 0.01% +454 Timeline EXI 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: 3,350 shares; 2026Q1: 1,755 shares 1,755 $318K 0.01% -1,595 Timeline IQDG 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: 7,906 shares 7,906 $317K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,763 shares; 2024Q4: 12,236 shares; 2025Q1: 4,977 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,854 shares 5,854 $316K 0.01% new Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares 3,962 $314K 0.01% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 11,353 shares; 2025Q1: 11,428 shares; 2025Q2: 10,865 shares; 2025Q3: 10,697 shares; 2025Q4: 24,459 shares; 2026Q1: 12,855 shares 12,855 $314K 0.01% -11,604 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 13,000 shares; 2025Q1: 19,564 shares; 2025Q2: 27,884 shares; 2025Q3: 27,884 shares; 2025Q4: 27,884 shares; 2026Q1: 27,884 shares 27,884 $313K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,495 shares 1,495 $312K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 2,574 shares; 2025Q1: 2,544 shares; 2025Q2: 2,482 shares; 2025Q3: 2,296 shares; 2025Q4: 3,356 shares; 2026Q1: 3,383 shares 3,383 $312K 0.01% +27 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: 1,820 shares; 2024Q4: 1,785 shares; 2025Q1: 1,797 shares; 2025Q2: 1,759 shares; 2025Q3: 1,739 shares; 2025Q4: 1,735 shares; 2026Q1: 1,578 shares 1,578 $312K 0.01% -157 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS 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: 17,323 shares; 2025Q3: 18,860 shares; 2025Q4: 25,468 shares; 2026Q1: 38,445 shares 38,445 $309K 0.01% +12,977 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: 3,805 shares; 2024Q4: not reported; 2025Q1: 37,115 shares; 2025Q2: 49,263 shares; 2025Q3: 49,322 shares; 2025Q4: 48,402 shares; 2026Q1: 4,964 shares 4,964 $308K 0.01% -43,438 Timeline SPLB 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: 13,865 shares 13,865 $308K 0.01% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,224 shares; 2025Q4: 16,827 shares; 2026Q1: 13,917 shares 13,917 $308K 0.01% -2,910 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: 3,419 shares; 2024Q4: 3,404 shares; 2025Q1: 3,455 shares; 2025Q2: 3,892 shares; 2025Q3: 3,462 shares; 2025Q4: 3,868 shares; 2026Q1: 3,945 shares 3,945 $308K 0.01% +77 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,264 shares 2,264 $307K 0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: not reported; 2025Q1: 24,098 shares; 2025Q2: 21,045 shares; 2025Q3: 23,140 shares; 2025Q4: 23,686 shares; 2026Q1: 22,414 shares 22,414 $306K 0.01% -1,272 Timeline ARKW 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: 3,586 shares; 2024Q4: 3,586 shares; 2025Q1: 2,944 shares; 2025Q2: 2,936 shares; 2025Q3: 2,876 shares; 2025Q4: 2,967 shares; 2026Q1: 2,522 shares 2,522 $304K 0.01% -445 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,731 shares 3,731 $303K 0.01% new Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,920 shares 6,920 $302K 0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,645 shares; 2024Q4: 28,125 shares; 2025Q1: 15,637 shares; 2025Q2: 8,130 shares; 2025Q3: 17,772 shares; 2025Q4: 5,950 shares; 2026Q1: 7,390 shares 7,390 $302K 0.01% +1,440 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: 17,096 shares; 2024Q4: 17,631 shares; 2025Q1: 16,097 shares; 2025Q2: 16,011 shares; 2025Q3: 16,011 shares; 2025Q4: 16,661 shares; 2026Q1: 13,256 shares 13,256 $302K 0.01% -3,405 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: 27,017 shares; 2024Q4: 29,117 shares; 2025Q1: 27,386 shares; 2025Q2: 10,000 shares; 2025Q3: 32,069 shares; 2025Q4: 29,069 shares; 2026Q1: 25,000 shares 25,000 $302K 0.01% -4,069 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: not reported; 2024Q4: 3,838 shares; 2025Q1: 4,306 shares; 2025Q2: 1,029 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,410 shares 4,410 $301K 0.01% new Timeline PJAN 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: 15,015 shares; 2024Q4: 15,296 shares; 2025Q1: 7,764 shares; 2025Q2: 9,152 shares; 2025Q3: 9,144 shares; 2025Q4: 6,796 shares; 2026Q1: 6,510 shares 6,510 $300K 0.01% -286 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: not reported; 2025Q4: not reported; 2026Q1: 2,142 shares 2,142 $299K 0.01% new Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM 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: 5,080 shares 5,080 $298K 0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,243 shares; 2026Q1: 2,352 shares 2,352 $298K 0.01% +109 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 4,453 shares; 2025Q1: 4,366 shares; 2025Q2: 4,695 shares; 2025Q3: 5,826 shares; 2025Q4: 4,486 shares; 2026Q1: 4,094 shares 4,094 $298K 0.01% -392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,521 shares 11,521 $298K 0.01% new Timeline LQDB 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: 3,808 shares; 2026Q1: 3,444 shares 3,444 $297K 0.01% -364 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068 shares; 2024Q4: 1,052 shares; 2025Q1: 1,069 shares; 2025Q2: 1,194 shares; 2025Q3: 1,215 shares; 2025Q4: 1,156 shares; 2026Q1: 995 shares 995 $297K 0.01% -161 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 229 shares; 2025Q3: 230 shares; 2025Q4: 233 shares; 2026Q1: 257 shares 257 $297K 0.01% +24 NORW 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: 7,762 shares 7,762 $297K 0.01% new Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN 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: 106,139 shares; 2026Q1: 106,139 shares 106,139 $296K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 9,327 shares; 2025Q2: 30,368 shares; 2025Q3: 9,966 shares; 2025Q4: not reported; 2026Q1: 6,951 shares 6,951 $293K 0.01% new Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: 7,001 shares; 2025Q2: 7,000 shares; 2025Q3: 3,425 shares; 2025Q4: 3,503 shares; 2026Q1: 3,171 shares 3,171 $292K 0.01% -332 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,161 shares; 2025Q4: not reported; 2026Q1: 12,521 shares 12,521 $292K 0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 10,863 shares; 2025Q1: 10,199 shares; 2025Q2: 42,658 shares; 2025Q3: 9,000 shares; 2025Q4: 7,910 shares; 2026Q1: 6,170 shares 6,170 $288K 0.01% -1,740 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 17,267 shares; 2025Q1: 14,749 shares; 2025Q2: 6,352 shares; 2025Q3: 5,015 shares; 2025Q4: 5,352 shares; 2026Q1: 5,827 shares 5,827 $288K 0.01% +475 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS 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: 2,700 shares 2,700 $286K 0.01% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,776 shares 3,776 $285K 0.01% new Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $284K 0.01% new Timeline KW KENNEDY-WILSON HOLDINGS INC More: the full row for KENNEDY-WILSON HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,806 shares; 2024Q4: 35,056 shares; 2025Q1: 16,792 shares; 2025Q2: 14,416 shares; 2025Q3: 14,416 shares; 2025Q4: 23,347 shares; 2026Q1: 26,197 shares 26,197 $283K 0.01% +2,850 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: not reported; 2024Q4: not reported; 2025Q1: 18,693 shares; 2025Q2: 18,731 shares; 2025Q3: 5,578 shares; 2025Q4: not reported; 2026Q1: 4,935 shares 4,935 $282K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,225 shares; 2025Q4: 27,233 shares; 2026Q1: 27,241 shares 27,241 $281K 0.01% +8 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 10,201 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200 $280K 0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,210 shares; 2024Q4: 40,533 shares; 2025Q1: 22,984 shares; 2025Q2: 17,580 shares; 2025Q3: 14,205 shares; 2025Q4: 13,167 shares; 2026Q1: 4,781 shares 4,781 $280K 0.01% -8,386 Timeline HERD 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: 6,900 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,700 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,100 shares 6,100 $279K 0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,223 shares; 2024Q4: not reported; 2025Q1: 18,579 shares; 2025Q2: 12,665 shares; 2025Q3: 6,185 shares; 2025Q4: 3,120 shares; 2026Q1: 3,802 shares 3,802 $278K 0.01% +682 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,604 shares 7,604 $277K 0.01% new Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,739 shares 6,739 $277K 0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,174 shares 4,174 $277K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,735 shares; 2024Q4: 26,662 shares; 2025Q1: 17,967 shares; 2025Q2: 9,673 shares; 2025Q3: 4,399 shares; 2025Q4: 3,929 shares; 2026Q1: 3,872 shares 3,872 $276K 0.01% -57 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,389 shares; 2024Q4: 9,399 shares; 2025Q1: 9,758 shares; 2025Q2: 9,806 shares; 2025Q3: 9,857 shares; 2025Q4: 9,612 shares; 2026Q1: 7,541 shares 7,541 $275K 0.01% -2,071 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,606 shares; 2025Q3: 4,606 shares; 2025Q4: not reported; 2026Q1: 5,514 shares 5,514 $274K 0.01% new Timeline PII POLARIS INC More: the full row for POLARIS 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: 5,013 shares 5,013 $273K 0.01% new Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: not reported; 2025Q1: 5,717 shares; 2025Q2: 4,903 shares; 2025Q3: 4,479 shares; 2025Q4: 4,710 shares; 2026Q1: 5,335 shares 5,335 $272K 0.01% +625 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,526 shares; 2026Q1: 2,355 shares 2,355 $272K 0.01% -171 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: 3,330 shares; 2024Q4: 3,189 shares; 2025Q1: 3,678 shares; 2025Q2: 4,053 shares; 2025Q3: 4,013 shares; 2025Q4: 2,584 shares; 2026Q1: 2,444 shares 2,444 $271K 0.01% -140 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,946 shares; 2024Q4: 3,914 shares; 2025Q1: 3,853 shares; 2025Q2: 4,055 shares; 2025Q3: 4,096 shares; 2025Q4: 4,287 shares; 2026Q1: 4,141 shares 4,141 $270K 0.01% -146 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,310 shares 10,310 $269K 0.01% new Timeline BSV 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: 3,051 shares; 2024Q4: 3,098 shares; 2025Q1: 3,951 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,429 shares 3,429 $269K 0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,326 shares 2,326 $269K 0.01% new Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,314 shares; 2024Q4: 67,208 shares; 2025Q1: 15,069 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,327 shares 8,327 $268K 0.01% new Timeline IXC 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: 4,643 shares 4,643 $267K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444 $267K 0.01% 0 Timeline SHYD 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: 22,320 shares; 2024Q4: 22,320 shares; 2025Q1: 34,904 shares; 2025Q2: 18,670 shares; 2025Q3: 11,770 shares; 2025Q4: 11,770 shares; 2026Q1: 11,770 shares 11,770 $267K 0.01% 0 Timeline DSTL 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: 5,886 shares; 2024Q4: 5,886 shares; 2025Q1: 5,775 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares; 2025Q4: 4,594 shares; 2026Q1: 4,594 shares 4,594 $266K 0.01% 0 Timeline EEMA 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: 5,474 shares; 2025Q3: 7,392 shares; 2025Q4: 6,703 shares; 2026Q1: 2,745 shares 2,745 $263K 0.01% -3,958 Timeline ICVT 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 shares; 2024Q4: not reported; 2025Q1: 2,933 shares; 2025Q2: 2,930 shares; 2025Q3: 2,577 shares; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares 2,577 $262K 0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,291 shares; 2026Q1: 6,672 shares 6,672 $262K 0.01% +381 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,393 shares; 2026Q1: 3,580 shares 3,580 $260K 0.01% +187 Timeline FEM 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: 8,670 shares 8,670 $260K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,236 shares; 2026Q1: 2,840 shares 2,840 $258K 0.01% -1,396 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,627 shares; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 4,319 shares; 2025Q4: 3,200 shares; 2026Q1: 2,742 shares 2,742 $258K 0.01% -458 Timeline MLPX 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: 30,507 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,445 shares; 2026Q1: 3,488 shares 3,488 $258K 0.01% +43 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 763 shares; 2026Q1: 714 shares 714 $256K 0.01% -49 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,478 shares; 2024Q4: 13,648 shares; 2025Q1: 7,665 shares; 2025Q2: 6,249 shares; 2025Q3: 8,080 shares; 2025Q4: 6,718 shares; 2026Q1: 2,591 shares 2,591 $253K 0.01% -4,127 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY 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: 1,940 shares; 2025Q3: 10,662 shares; 2025Q4: 13,944 shares; 2026Q1: 2,133 shares 2,133 $253K 0.01% -11,811 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,175 shares; 2026Q1: 5,160 shares 5,160 $253K 0.01% -15 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 2,966 shares; 2025Q2: 1,393 shares; 2025Q3: 1,437 shares; 2025Q4: 1,298 shares; 2026Q1: 1,396 shares 1,396 $253K 0.01% +98 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,882 shares; 2024Q4: 18,882 shares; 2025Q1: 26,547 shares; 2025Q2: 26,581 shares; 2025Q3: 22,790 shares; 2025Q4: 21,942 shares; 2026Q1: 21,942 shares 21,942 $252K 0.01% 0 Timeline DPRO DRAGANFLY INC. More: the full row for DRAGANFLY 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: 51,351 shares 51,351 $252K 0.01% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 8,452 shares; 2025Q1: 6,490 shares; 2025Q2: 6,490 shares; 2025Q3: 6,490 shares; 2025Q4: 6,490 shares; 2026Q1: 6,490 shares 6,490 $250K 0.01% 0 Timeline INMU 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: 38,375 shares; 2024Q4: 38,375 shares; 2025Q1: 25,275 shares; 2025Q2: 22,925 shares; 2025Q3: 11,330 shares; 2025Q4: 10,430 shares; 2026Q1: 10,430 shares 10,430 $249K 0.01% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,522 shares 5,522 $249K 0.01% new Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,420 shares; 2025Q3: 12,347 shares; 2025Q4: 12,775 shares; 2026Q1: 13,083 shares 13,083 $248K 0.01% +308 Timeline OPRA OPERA LTD More: the full row for OPERA 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: 21,699 shares; 2025Q4: 22,639 shares; 2026Q1: 17,346 shares 17,346 $247K 0.01% -5,293 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: not reported; 2024Q4: not reported; 2025Q1: 2,418 shares; 2025Q2: 2,574 shares; 2025Q3: 2,894 shares; 2025Q4: 2,580 shares; 2026Q1: 1,960 shares 1,960 $245K 0.01% -620 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 2,719 shares; 2026Q1: 1,511 shares 1,511 $244K 0.01% -1,208 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 3,436 shares; 2026Q1: 3,436 shares 3,436 $244K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 6,780 shares; 2025Q1: 6,614 shares; 2025Q2: 5,529 shares; 2025Q3: 5,113 shares; 2025Q4: 5,141 shares; 2026Q1: 5,197 shares 5,197 $244K 0.01% +56 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,798 shares; 2025Q2: 10,816 shares; 2025Q3: 10,832 shares; 2025Q4: 10,953 shares; 2026Q1: 10,891 shares 10,891 $243K 0.01% -62 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,047 shares; 2025Q2: 4,387 shares; 2025Q3: 4,187 shares; 2025Q4: 5,514 shares; 2026Q1: 6,003 shares 6,003 $243K 0.01% +489 Timeline NIHI 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: not reported; 2025Q4: not reported; 2026Q1: 4,906 shares 4,906 $239K 0.01% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: 783 shares; 2025Q3: 727 shares; 2025Q4: 768 shares; 2026Q1: 486 shares 486 $238K 0.01% -282 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,314 shares 3,314 $238K 0.01% new Timeline KDEC 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: 8,633 shares; 2025Q3: 8,629 shares; 2025Q4: 29,820 shares; 2026Q1: 9,215 shares 9,215 $237K 0.01% -20,605 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,100 shares; 2026Q1: 2,224 shares 2,224 $236K 0.01% +124 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,577 shares; 2025Q4: 4,898 shares; 2026Q1: 3,156 shares 3,156 $236K 0.01% -1,742 Timeline PZT 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: 10,504 shares; 2025Q2: 10,504 shares; 2025Q3: 10,504 shares; 2025Q4: 10,569 shares; 2026Q1: 10,666 shares 10,666 $235K 0.01% +97 Timeline RVNU 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: 48,877 shares; 2025Q2: 10,278 shares; 2025Q3: 9,534 shares; 2025Q4: 9,534 shares; 2026Q1: 9,534 shares 9,534 $235K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,994 shares; 2025Q3: 5,013 shares; 2025Q4: 5,035 shares; 2026Q1: 5,054 shares 5,054 $235K 0.01% +19 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: 10,376 shares; 2025Q4: 11,037 shares; 2026Q1: 11,703 shares 11,703 $235K 0.01% +666 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 4,670 shares; 2025Q1: 5,524 shares; 2025Q2: 5,947 shares; 2025Q3: 5,562 shares; 2025Q4: 5,648 shares; 2026Q1: 1,619 shares 1,619 $234K 0.01% -4,029 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: 17,634 shares; 2024Q4: 17,644 shares; 2025Q1: 19,225 shares; 2025Q2: 18,724 shares; 2025Q3: 21,944 shares; 2025Q4: 20,694 shares; 2026Q1: 15,563 shares 15,563 $234K 0.01% -5,131 Timeline VTIP 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: 5,204 shares; 2025Q2: 5,727 shares; 2025Q3: 9,185 shares; 2025Q4: 4,663 shares; 2026Q1: 4,680 shares 4,680 $234K 0.01% +17 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,533 shares; 2024Q4: 12,524 shares; 2025Q1: 32,536 shares; 2025Q2: 8,549 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,084 shares 5,084 $234K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,115 shares; 2026Q1: 1,968 shares 1,968 $234K 0.01% -147 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,044 shares; 2024Q4: 5,637 shares; 2025Q1: 6,320 shares; 2025Q2: 8,655 shares; 2025Q3: 12,373 shares; 2025Q4: 12,207 shares; 2026Q1: 2,847 shares 2,847 $233K 0.01% -9,360 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE 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: 21,824 shares 21,824 $233K 0.01% new Timeline PZA 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: 74,963 shares; 2025Q2: 15,821 shares; 2025Q3: 13,583 shares; 2025Q4: 10,383 shares; 2026Q1: 10,091 shares 10,091 $232K 0.01% -292 Timeline RZG 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: 4,538 shares; 2024Q4: 4,538 shares; 2025Q1: 4,344 shares; 2025Q2: 4,091 shares; 2025Q3: 4,436 shares; 2025Q4: 4,436 shares; 2026Q1: 4,068 shares 4,068 $232K 0.01% -368 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: 11,231 shares; 2025Q1: 9,633 shares; 2025Q2: 6,882 shares; 2025Q3: 6,882 shares; 2025Q4: 6,882 shares; 2026Q1: 6,406 shares 6,406 $231K 0.01% -476 Timeline UDEC 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: 6,685 shares; 2025Q2: 7,613 shares; 2025Q3: 6,092 shares; 2025Q4: 6,092 shares; 2026Q1: 5,947 shares 5,947 $231K 0.01% -145 Timeline KLRS KALARIS THERAPEUTICS INC More: the full row for KALARIS 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: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $231K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 888 shares; 2025Q1: 4,502 shares; 2025Q2: 4,934 shares; 2025Q3: 5,160 shares; 2025Q4: 5,042 shares; 2026Q1: 5,076 shares 5,076 $230K 0.01% +34 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: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares 2,550 $230K 0.01% new Timeline EWG 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: 8,988 shares; 2025Q2: 12,446 shares; 2025Q3: 7,721 shares; 2025Q4: 5,421 shares; 2026Q1: 5,747 shares 5,747 $228K 0.01% +326 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,317 shares 1,317 $228K 0.01% new Timeline SFLR 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: 9,334 shares; 2025Q2: 9,381 shares; 2025Q3: 9,076 shares; 2025Q4: 9,590 shares; 2026Q1: 6,401 shares 6,401 $227K 0.01% -3,189 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,557 shares 6,557 $226K 0.01% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,427 shares 3,427 $225K 0.01% new Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,031 shares 5,031 $225K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 683 shares 683 $224K 0.01% +4 Timeline QCLN 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: 4,816 shares 4,816 $224K 0.01% new Timeline CADL CANDEL THERAPEUTICS INC More: the full row for CANDEL 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: 45,604 shares 45,604 $223K 0.01% new 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: 6,075 shares; 2024Q4: 6,075 shares; 2025Q1: 6,541 shares; 2025Q2: 5,955 shares; 2025Q3: 6,210 shares; 2025Q4: 7,028 shares; 2026Q1: 6,134 shares 6,134 $223K 0.01% -894 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES 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: 4,062 shares 4,062 $223K 0.01% new Timeline MOAT 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: 11,224 shares; 2024Q4: 8,920 shares; 2025Q1: 6,108 shares; 2025Q2: 4,838 shares; 2025Q3: not reported; 2025Q4: 2,312 shares; 2026Q1: 2,303 shares 2,303 $223K 0.01% -9 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,262 shares; 2024Q4: 9,501 shares; 2025Q1: 8,024 shares; 2025Q2: 4,081 shares; 2025Q3: 3,419 shares; 2025Q4: 3,289 shares; 2026Q1: 3,099 shares 3,099 $223K 0.01% -190 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,997 shares; 2025Q2: 8,560 shares; 2025Q3: not reported; 2025Q4: 3,297 shares; 2026Q1: 3,267 shares 3,267 $222K 0.01% -30 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: 3,219 shares; 2024Q4: 3,223 shares; 2025Q1: 3,097 shares; 2025Q2: 3,445 shares; 2025Q3: 3,621 shares; 2025Q4: 3,465 shares; 2026Q1: 3,302 shares 3,302 $222K 0.01% -163 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,271 shares; 2024Q4: 6,271 shares; 2025Q1: 5,991 shares; 2025Q2: 6,403 shares; 2025Q3: 5,862 shares; 2025Q4: 5,876 shares; 2026Q1: 6,024 shares 6,024 $221K 0.01% +148 Timeline PAUG 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: 7,506 shares; 2024Q4: 7,506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,162 shares; 2025Q4: 5,162 shares; 2026Q1: 5,162 shares 5,162 $221K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 681 shares; 2025Q1: 7,027 shares; 2025Q2: 8,161 shares; 2025Q3: 9,475 shares; 2025Q4: 8,626 shares; 2026Q1: 2,187 shares 2,187 $219K 0.01% -6,439 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,091 shares; 2025Q1: 3,145 shares; 2025Q2: 3,158 shares; 2025Q3: 3,170 shares; 2025Q4: 3,182 shares; 2026Q1: 2,518 shares 2,518 $219K 0.01% -664 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,987 shares 6,987 $218K 0.01% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 1,893 shares; 2025Q1: 1,766 shares; 2025Q2: 1,802 shares; 2025Q3: 2,044 shares; 2025Q4: 1,873 shares; 2026Q1: 1,835 shares 1,835 $217K 0.01% -38 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 2,482 shares; 2026Q1: 886 shares 886 $217K 0.01% -1,596 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,643 shares; 2025Q3: 2,661 shares; 2025Q4: 2,675 shares; 2026Q1: 2,702 shares 2,702 $216K 0.01% +27 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 4,208 shares; 2025Q1: 701 shares; 2025Q2: 640 shares; 2025Q3: not reported; 2025Q4: 601 shares; 2026Q1: 738 shares 738 $216K 0.01% +137 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: not reported; 2025Q1: not reported; 2025Q2: 6,264 shares; 2025Q3: not reported; 2025Q4: 6,264 shares; 2026Q1: 6,264 shares 6,264 $216K 0.01% 0 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: 467 shares; 2025Q3: 1,088 shares; 2025Q4: 461 shares; 2026Q1: 315 shares 315 $215K 0.01% -146 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,689 shares; 2024Q4: 6,145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,704 shares 5,704 $213K 0.01% -200 Timeline SPHB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares 1,837 $213K 0.01% new Timeline CLDT CHATHAM LODGING TR More: the full row for CHATHAM LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,988 shares; 2024Q4: 36,988 shares; 2025Q1: 38,121 shares; 2025Q2: 36,327 shares; 2025Q3: 33,232 shares; 2025Q4: 28,069 shares; 2026Q1: 26,869 shares 26,869 $211K 0.01% -1,200 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,557 shares 1,557 $211K 0.01% new Timeline USAI 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: not reported; 2025Q4: not reported; 2026Q1: 4,492 shares 4,492 $211K 0.01% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS 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: 53,433 shares 53,433 $211K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,412 shares; 2025Q4: 8,412 shares; 2026Q1: 8,093 shares 8,093 $211K 0.01% -319 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: 7,567 shares; 2025Q3: not reported; 2025Q4: 7,140 shares; 2026Q1: 7,140 shares 7,140 $210K 0.01% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,150 shares 7,150 $210K 0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,561 shares; 2025Q4: not reported; 2026Q1: 5,227 shares 5,227 $210K 0.01% new Timeline FDTS 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: 3,240 shares 3,240 $209K 0.01% new Timeline ICOP 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: 4,394 shares 4,394 $209K 0.01% new Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER 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: 63,327 shares 63,327 $209K 0.01% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,363 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares 531 $208K 0.01% new Timeline DFIV 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: not reported; 2025Q4: not reported; 2026Q1: 3,937 shares 3,937 $208K 0.01% new Timeline