GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,360 shares; 2024Q4: 52,113 shares; 2025Q1: 52,298 shares; 2025Q2: 51,839 shares; 2025Q3: 48,754 shares; 2025Q4: 48,899 shares; 2026Q1: 62,338 shares 62,338 $2.32M 0.02% +13,439 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,460 shares; 2024Q4: 24,758 shares; 2025Q1: 24,350 shares; 2025Q2: 30,702 shares; 2025Q3: 32,853 shares; 2025Q4: 30,524 shares; 2026Q1: 25,111 shares 25,111 $2.32M 0.02% -5,413 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,051 shares; 2024Q4: 84,460 shares; 2025Q1: 78,751 shares; 2025Q2: 100,512 shares; 2025Q3: 144,964 shares; 2025Q4: 184,148 shares; 2026Q1: 231,106 shares 231,106 $2.31M 0.02% +46,958 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 21,510 shares; 2025Q1: 19,483 shares; 2025Q2: 37,703 shares; 2025Q3: 58,776 shares; 2025Q4: 84,267 shares; 2026Q1: 111,052 shares 111,052 $2.3M 0.02% +26,785 Timeline FRI 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: 28,110 shares; 2024Q4: 23,835 shares; 2025Q1: 135,268 shares; 2025Q2: 53,549 shares; 2025Q3: 99,184 shares; 2025Q4: 84,457 shares; 2026Q1: 80,659 shares 80,659 $2.3M 0.02% -3,798 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,561 shares; 2024Q4: 8,543 shares; 2025Q1: 8,691 shares; 2025Q2: 8,934 shares; 2025Q3: 8,955 shares; 2025Q4: 13,898 shares; 2026Q1: 11,727 shares 11,727 $2.29M 0.02% -2,171 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,497 shares 57,497 $2.29M 0.02% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,302 shares; 2024Q4: 11,713 shares; 2025Q1: 11,788 shares; 2025Q2: 15,737 shares; 2025Q3: 18,178 shares; 2025Q4: 23,941 shares; 2026Q1: 24,267 shares 24,267 $2.26M 0.02% +326 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,754 shares; 2025Q1: 89,700 shares; 2025Q2: 39,180 shares; 2025Q3: 58,602 shares; 2025Q4: 58,412 shares; 2026Q1: 78,070 shares 78,070 $2.25M 0.02% +19,658 Timeline BKF 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: 25,084 shares; 2025Q2: 28,983 shares; 2025Q3: 31,391 shares; 2025Q4: 40,480 shares; 2026Q1: 55,292 shares 55,292 $2.25M 0.02% +14,812 Timeline MWH SOLV ENERGY INC More: the full row for SOLV ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,383 shares 74,383 $2.23M 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,007 shares; 2024Q4: 22,339 shares; 2025Q1: 19,020 shares; 2025Q2: 19,049 shares; 2025Q3: 22,448 shares; 2025Q4: 22,382 shares; 2026Q1: 21,816 shares 21,816 $2.23M 0.02% -566 Timeline FLMI 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: 15,057 shares; 2025Q3: 17,457 shares; 2025Q4: 24,223 shares; 2026Q1: 89,838 shares 89,838 $2.23M 0.02% +65,615 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 5,444 shares; 2025Q1: 6,814 shares; 2025Q2: 8,687 shares; 2025Q3: 18,297 shares; 2025Q4: 21,777 shares; 2026Q1: 23,997 shares 23,997 $2.22M 0.02% +2,220 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,540 shares; 2024Q4: 13,520 shares; 2025Q1: 11,198 shares; 2025Q2: 11,699 shares; 2025Q3: 10,404 shares; 2025Q4: 10,350 shares; 2026Q1: 10,662 shares 10,662 $2.22M 0.02% +312 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,811 shares; 2024Q4: 28,765 shares; 2025Q1: 116,510 shares; 2025Q2: 174,098 shares; 2025Q3: 148,049 shares; 2025Q4: 25,361 shares; 2026Q1: 25,561 shares 25,561 $2.22M 0.02% +200 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,822 shares; 2025Q1: 6,757 shares; 2025Q2: 6,724 shares; 2025Q3: 9,209 shares; 2025Q4: 9,173 shares; 2026Q1: 8,080 shares 8,080 $2.22M 0.02% -1,093 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,917 shares; 2024Q4: 5,989 shares; 2025Q1: 2,445 shares; 2025Q2: 4,647 shares; 2025Q3: 4,817 shares; 2025Q4: 4,938 shares; 2026Q1: 2,554 shares 2,554 $2.21M 0.02% -2,384 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,730 shares; 2024Q4: 98,260 shares; 2025Q1: 8,191 shares; 2025Q2: 7,903 shares; 2025Q3: 11,157 shares; 2025Q4: 11,917 shares; 2026Q1: 9,961 shares 9,961 $2.18M 0.02% -1,956 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 1,282 shares; 2025Q1: 1,282 shares; 2025Q2: 1,390 shares; 2025Q3: 1,586 shares; 2025Q4: 1,235 shares; 2026Q1: 1,574 shares 1,574 $2.17M 0.02% +339 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,700 shares; 2024Q4: 17,700 shares; 2025Q1: 20,700 shares; 2025Q2: 26,200 shares; 2025Q3: 32,415 shares; 2025Q4: 41,937 shares; 2026Q1: 46,198 shares 46,198 $2.14M 0.02% +4,261 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: 40,847 shares; 2024Q4: 47,495 shares; 2025Q1: 54,215 shares; 2025Q2: 8,168 shares; 2025Q3: 11,089 shares; 2025Q4: 14,455 shares; 2026Q1: 15,623 shares 15,623 $2.14M 0.02% +1,168 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: 55,207 shares; 2024Q4: 55,490 shares; 2025Q1: 39,888 shares; 2025Q2: 34,279 shares; 2025Q3: 41,974 shares; 2025Q4: 40,123 shares; 2026Q1: 41,889 shares 41,889 $2.14M 0.02% +1,766 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 5,797 shares; 2025Q1: 5,436 shares; 2025Q2: 7,188 shares; 2025Q3: 7,219 shares; 2025Q4: 7,242 shares; 2026Q1: 7,444 shares 7,444 $2.13M 0.02% +202 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,992 shares; 2025Q3: 19,855 shares; 2025Q4: 33,938 shares; 2026Q1: 41,070 shares 41,070 $2.13M 0.02% +7,132 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: 11,622 shares; 2024Q4: 10,569 shares; 2025Q1: 10,485 shares; 2025Q2: 18,972 shares; 2025Q3: 14,266 shares; 2025Q4: 28,573 shares; 2026Q1: 38,205 shares 38,205 $2.13M 0.02% +9,632 Timeline INCM 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: 24,474 shares; 2025Q1: 41,392 shares; 2025Q2: 45,872 shares; 2025Q3: 55,014 shares; 2025Q4: 65,109 shares; 2026Q1: 74,111 shares 74,111 $2.13M 0.02% +9,002 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 10,771 shares; 2025Q1: 7,312 shares; 2025Q2: 5,828 shares; 2025Q3: 8,663 shares; 2025Q4: 13,537 shares; 2026Q1: 12,443 shares 12,443 $2.13M 0.02% -1,094 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,810 shares; 2024Q4: 89,079 shares; 2025Q1: 80,291 shares; 2025Q2: 77,693 shares; 2025Q3: 74,794 shares; 2025Q4: 69,575 shares; 2026Q1: 73,176 shares 73,176 $2.12M 0.02% +3,601 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,815 shares; 2024Q4: 35,988 shares; 2025Q1: 43,137 shares; 2025Q2: 44,839 shares; 2025Q3: 40,211 shares; 2025Q4: 38,118 shares; 2026Q1: 46,701 shares 46,701 $2.11M 0.02% +8,583 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,075 shares; 2024Q4: 15,024 shares; 2025Q1: 14,667 shares; 2025Q2: 13,118 shares; 2025Q3: 13,146 shares; 2025Q4: 14,320 shares; 2026Q1: 11,593 shares 11,593 $2.1M 0.02% -2,727 Timeline BIV 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: 3,147 shares; 2024Q4: 3,015 shares; 2025Q1: not reported; 2025Q2: 9,388 shares; 2025Q3: 19,984 shares; 2025Q4: 24,731 shares; 2026Q1: 27,173 shares 27,173 $2.1M 0.02% +2,442 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: 2,898 shares; 2024Q4: 3,597 shares; 2025Q1: 3,243 shares; 2025Q2: 1,688 shares; 2025Q3: 2,454 shares; 2025Q4: 2,355 shares; 2026Q1: 2,837 shares 2,837 $2.1M 0.02% +482 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 10,819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,661 shares 87,661 $2.09M 0.02% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,730 shares; 2024Q4: 16,003 shares; 2025Q1: 27,585 shares; 2025Q2: 29,432 shares; 2025Q3: 29,376 shares; 2025Q4: 23,139 shares; 2026Q1: 33,481 shares 33,481 $2.09M 0.02% +10,342 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,769 shares; 2025Q4: 25,200 shares; 2026Q1: 49,218 shares 49,218 $2.09M 0.02% +24,018 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,176 shares; 2024Q4: 50,457 shares; 2025Q1: 52,468 shares; 2025Q2: 56,088 shares; 2025Q3: 66,095 shares; 2025Q4: 41,646 shares; 2026Q1: 44,852 shares 44,852 $2.08M 0.02% +3,206 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: 6,224 shares; 2024Q4: 8,325 shares; 2025Q1: 12,300 shares; 2025Q2: 16,884 shares; 2025Q3: 27,023 shares; 2025Q4: 34,487 shares; 2026Q1: 43,161 shares 43,161 $2.07M 0.02% +8,674 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,264 shares; 2025Q1: 19,642 shares; 2025Q2: 21,572 shares; 2025Q3: 25,513 shares; 2025Q4: 29,714 shares; 2026Q1: 32,071 shares 32,071 $2.06M 0.02% +2,357 Timeline JPST 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: 31,042 shares; 2024Q4: 29,237 shares; 2025Q1: 29,107 shares; 2025Q2: 33,283 shares; 2025Q3: 36,702 shares; 2025Q4: 36,055 shares; 2026Q1: 40,685 shares 40,685 $2.06M 0.02% +4,630 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: 10,171 shares; 2024Q4: 10,493 shares; 2025Q1: 10,978 shares; 2025Q2: 17,337 shares; 2025Q3: 14,183 shares; 2025Q4: 17,414 shares; 2026Q1: 21,965 shares 21,965 $2.04M 0.02% +4,551 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: 8,238 shares; 2024Q4: 12,936 shares; 2025Q1: 3,168 shares; 2025Q2: 4,585 shares; 2025Q3: 5,007 shares; 2025Q4: 5,838 shares; 2026Q1: 5,684 shares 5,684 $2.04M 0.02% -154 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,673 shares; 2024Q4: 30,642 shares; 2025Q1: 18,835 shares; 2025Q2: 25,833 shares; 2025Q3: 45,130 shares; 2025Q4: 33,171 shares; 2026Q1: 39,476 shares 39,476 $2.03M 0.02% +6,305 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,422 shares; 2024Q4: 16,605 shares; 2025Q1: 18,490 shares; 2025Q2: 21,207 shares; 2025Q3: 21,659 shares; 2025Q4: 20,258 shares; 2026Q1: 25,403 shares 25,403 $2.02M 0.02% +5,145 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,654 shares; 2024Q4: 66,456 shares; 2025Q1: 42,322 shares; 2025Q2: 42,322 shares; 2025Q3: 36,417 shares; 2025Q4: 36,126 shares; 2026Q1: 89,713 shares 89,713 $2.02M 0.02% +53,587 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,647 shares; 2025Q1: 29,509 shares; 2025Q2: 30,935 shares; 2025Q3: 34,572 shares; 2025Q4: 34,728 shares; 2026Q1: 28,756 shares 28,756 $2M 0.02% -5,972 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares; 2025Q4: 38,154 shares; 2026Q1: 59,824 shares 59,824 $1.98M 0.02% +21,670 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,048 shares; 2024Q4: 11,121 shares; 2025Q1: 11,016 shares; 2025Q2: 10,921 shares; 2025Q3: 10,866 shares; 2025Q4: 12,582 shares; 2026Q1: 13,028 shares 13,028 $1.97M 0.02% +446 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,203 shares; 2024Q4: 30,888 shares; 2025Q1: 55,782 shares; 2025Q2: 51,629 shares; 2025Q3: 58,388 shares; 2025Q4: 16,117 shares; 2026Q1: 16,599 shares 16,599 $1.97M 0.02% +482 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: 25,264 shares; 2024Q4: 37,245 shares; 2025Q1: 39,197 shares; 2025Q2: 39,595 shares; 2025Q3: 40,818 shares; 2025Q4: 48,167 shares; 2026Q1: 48,553 shares 48,553 $1.97M 0.02% +386 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: 80,201 shares; 2024Q4: 82,375 shares; 2025Q1: 84,780 shares; 2025Q2: 87,765 shares; 2025Q3: 89,430 shares; 2025Q4: 89,709 shares; 2026Q1: 88,225 shares 88,225 $1.95M 0.02% -1,484 Timeline FTXR 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: 32,660 shares; 2024Q4: 31,738 shares; 2025Q1: 31,870 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,171 shares 51,171 $1.95M 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,261 shares; 2024Q4: 79,835 shares; 2025Q1: 80,964 shares; 2025Q2: 85,748 shares; 2025Q3: 85,280 shares; 2025Q4: 78,302 shares; 2026Q1: 20,196 shares 20,196 $1.95M 0.02% -58,106 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,850 shares; 2025Q3: 53,704 shares; 2025Q4: 73,432 shares; 2026Q1: 76,593 shares 76,593 $1.94M 0.02% +3,161 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,221 shares; 2024Q4: 17,069 shares; 2025Q1: 18,962 shares; 2025Q2: 21,857 shares; 2025Q3: 21,220 shares; 2025Q4: 25,926 shares; 2026Q1: 26,065 shares 26,065 $1.94M 0.02% +139 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,561 shares; 2024Q4: 12,073 shares; 2025Q1: 11,942 shares; 2025Q2: 12,480 shares; 2025Q3: 10,651 shares; 2025Q4: 15,230 shares; 2026Q1: 16,945 shares 16,945 $1.92M 0.02% +1,715 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: 7,592 shares; 2025Q4: 46,554 shares; 2026Q1: 35,155 shares 35,155 $1.92M 0.02% -11,399 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: 133,202 shares; 2024Q4: 134,991 shares; 2025Q1: 80,254 shares; 2025Q2: 66,492 shares; 2025Q3: 62,970 shares; 2025Q4: 43,443 shares; 2026Q1: 42,795 shares 42,795 $1.92M 0.02% -648 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 102,102 shares; 2025Q4: 102,645 shares; 2026Q1: 67,619 shares 67,619 $1.9M 0.02% -35,026 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,910 shares; 2024Q4: 21,875 shares; 2025Q1: 20,552 shares; 2025Q2: 22,292 shares; 2025Q3: 22,796 shares; 2025Q4: 26,375 shares; 2026Q1: 26,728 shares 26,728 $1.89M 0.02% +353 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,451 shares; 2024Q4: 57,811 shares; 2025Q1: 46,884 shares; 2025Q2: 46,067 shares; 2025Q3: 35,351 shares; 2025Q4: 28,281 shares; 2026Q1: 19,881 shares 19,881 $1.88M 0.02% -8,400 Timeline VUSB 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: 18,731 shares; 2024Q4: 20,670 shares; 2025Q1: 12,606 shares; 2025Q2: 14,471 shares; 2025Q3: 19,002 shares; 2025Q4: 56,410 shares; 2026Q1: 37,762 shares 37,762 $1.88M 0.02% -18,648 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 8,881 shares; 2025Q1: 10,178 shares; 2025Q2: 10,387 shares; 2025Q3: 16,441 shares; 2025Q4: 14,374 shares; 2026Q1: 12,853 shares 12,853 $1.88M 0.02% -1,521 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 20,702 shares; 2025Q1: 18,127 shares; 2025Q2: 19,633 shares; 2025Q3: 17,382 shares; 2025Q4: 17,001 shares; 2026Q1: 16,764 shares 16,764 $1.87M 0.02% -237 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,815 shares; 2024Q4: 33,745 shares; 2025Q1: 38,607 shares; 2025Q2: 39,022 shares; 2025Q3: 39,635 shares; 2025Q4: 41,470 shares; 2026Q1: 42,425 shares 42,425 $1.86M 0.02% +955 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,486 shares; 2024Q4: 5,540 shares; 2025Q1: 5,182 shares; 2025Q2: 5,299 shares; 2025Q3: 5,332 shares; 2025Q4: 5,349 shares; 2026Q1: 5,674 shares 5,674 $1.86M 0.02% +325 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 3,117 shares; 2025Q1: 3,480 shares; 2025Q2: 3,728 shares; 2025Q3: 4,530 shares; 2025Q4: 4,864 shares; 2026Q1: 4,654 shares 4,654 $1.85M 0.02% -210 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,089 shares; 2024Q4: 35,070 shares; 2025Q1: 44,384 shares; 2025Q2: 273,908 shares; 2025Q3: 28,293 shares; 2025Q4: 28,739 shares; 2026Q1: 22,477 shares 22,477 $1.84M 0.02% -6,262 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: 21,614 shares 21,614 $1.83M 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,697 shares; 2024Q4: 26,925 shares; 2025Q1: 25,793 shares; 2025Q2: 34,851 shares; 2025Q3: 29,354 shares; 2025Q4: 33,901 shares; 2026Q1: 49,864 shares 49,864 $1.83M 0.02% +15,963 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 6,762 shares; 2025Q1: 6,014 shares; 2025Q2: 6,272 shares; 2025Q3: 7,512 shares; 2025Q4: 9,685 shares; 2026Q1: 11,310 shares 11,310 $1.83M 0.02% +1,625 Timeline INEQ COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,552 shares; 2025Q2: 76,319 shares; 2025Q3: 57,595 shares; 2025Q4: 48,118 shares; 2026Q1: 46,640 shares 46,640 $1.82M 0.02% -1,478 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,108 shares; 2024Q4: 22,792 shares; 2025Q1: 15,023 shares; 2025Q2: 14,291 shares; 2025Q3: 15,162 shares; 2025Q4: 15,929 shares; 2026Q1: 16,918 shares 16,918 $1.81M 0.02% +989 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,618 shares; 2024Q4: 5,500 shares; 2025Q1: 4,756 shares; 2025Q2: 5,655 shares; 2025Q3: 5,724 shares; 2025Q4: 10,416 shares; 2026Q1: 10,826 shares 10,826 $1.8M 0.02% +410 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: 11,100 shares; 2025Q2: 15,155 shares; 2025Q3: 20,120 shares; 2025Q4: 20,870 shares; 2026Q1: 22,230 shares 22,230 $1.78M 0.02% +1,360 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,810 shares; 2025Q3: 5,413 shares; 2025Q4: 7,649 shares; 2026Q1: 10,673 shares 10,673 $1.77M 0.02% +3,024 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: 26,438 shares; 2025Q2: 25,356 shares; 2025Q3: 26,672 shares; 2025Q4: 28,981 shares; 2026Q1: 59,167 shares 59,167 $1.76M 0.02% +30,186 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,196 shares; 2026Q1: 23,038 shares 23,038 $1.75M 0.02% +842 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,735 shares; 2024Q4: 11,691 shares; 2025Q1: 16,895 shares; 2025Q2: 17,410 shares; 2025Q3: 16,565 shares; 2025Q4: 16,635 shares; 2026Q1: 15,632 shares 15,632 $1.73M 0.02% -1,003 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: 2,320 shares; 2024Q4: 2,389 shares; 2025Q1: 2,539 shares; 2025Q2: 2,334 shares; 2025Q3: 3,629 shares; 2025Q4: 3,533 shares; 2026Q1: 3,724 shares 3,724 $1.72M 0.02% +191 Timeline RINT RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,270 shares; 2025Q3: 57,262 shares; 2025Q4: 57,540 shares; 2026Q1: 59,225 shares 59,225 $1.72M 0.02% +1,685 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: 23,410 shares; 2024Q4: 21,786 shares; 2025Q1: 21,779 shares; 2025Q2: 44,210 shares; 2025Q3: 39,335 shares; 2025Q4: 38,348 shares; 2026Q1: 37,406 shares 37,406 $1.72M 0.02% -942 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,472 shares; 2024Q4: 20,478 shares; 2025Q1: 21,160 shares; 2025Q2: 21,116 shares; 2025Q3: 19,158 shares; 2025Q4: 19,715 shares; 2026Q1: 19,891 shares 19,891 $1.71M 0.02% +176 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: 8,583 shares; 2024Q4: 10,096 shares; 2025Q1: 11,248 shares; 2025Q2: 18,543 shares; 2025Q3: 19,388 shares; 2025Q4: 19,571 shares; 2026Q1: 18,440 shares 18,440 $1.71M 0.02% -1,131 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,134 shares; 2026Q1: 40,277 shares 40,277 $1.71M 0.02% +24,143 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,849 shares; 2024Q4: 19,966 shares; 2025Q1: 23,748 shares; 2025Q2: 25,486 shares; 2025Q3: 33,619 shares; 2025Q4: 32,242 shares; 2026Q1: 31,988 shares 31,988 $1.71M 0.02% -254 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,309 shares; 2024Q4: 16,714 shares; 2025Q1: 14,645 shares; 2025Q2: 13,093 shares; 2025Q3: 14,218 shares; 2025Q4: 17,041 shares; 2026Q1: 17,780 shares 17,780 $1.7M 0.02% +739 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,500 shares; 2026Q1: 35,696 shares 35,696 $1.7M 0.02% +22,196 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 5,013 shares; 2025Q1: 5,013 shares; 2025Q2: 5,013 shares; 2025Q3: 5,513 shares; 2025Q4: 5,743 shares; 2026Q1: 6,705 shares 6,705 $1.7M 0.02% +962 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,550 shares; 2025Q1: 6,397 shares; 2025Q2: 6,606 shares; 2025Q3: 5,894 shares; 2025Q4: 5,529 shares; 2026Q1: 5,787 shares 5,787 $1.69M 0.02% +258 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: 2,192 shares; 2024Q4: 2,352 shares; 2025Q1: 2,431 shares; 2025Q2: 2,629 shares; 2025Q3: 2,836 shares; 2025Q4: 2,981 shares; 2026Q1: 2,473 shares 2,473 $1.68M 0.02% -508 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: 5,103 shares; 2024Q4: 5,860 shares; 2025Q1: 6,490 shares; 2025Q2: 7,016 shares; 2025Q3: 8,092 shares; 2025Q4: 8,540 shares; 2026Q1: 9,738 shares 9,738 $1.68M 0.02% +1,198 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,806 shares 39,806 $1.66M 0.02% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,718 shares; 2024Q4: 76,297 shares; 2025Q1: 75,760 shares; 2025Q2: 74,677 shares; 2025Q3: 76,039 shares; 2025Q4: 106,527 shares; 2026Q1: 117,529 shares 117,529 $1.66M 0.02% +11,002 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: 36,551 shares; 2024Q4: 32,674 shares; 2025Q1: 18,651 shares; 2025Q2: 10,684 shares; 2025Q3: 14,907 shares; 2025Q4: 29,886 shares; 2026Q1: 32,996 shares 32,996 $1.65M 0.02% +3,110 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,474 shares; 2024Q4: 43,324 shares; 2025Q1: 44,893 shares; 2025Q2: 46,754 shares; 2025Q3: 44,667 shares; 2025Q4: 45,079 shares; 2026Q1: 46,433 shares 46,433 $1.65M 0.02% +1,354 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,293 shares; 2024Q4: 29,588 shares; 2025Q1: 30,954 shares; 2025Q2: 33,873 shares; 2025Q3: 31,487 shares; 2025Q4: 30,589 shares; 2026Q1: 30,968 shares 30,968 $1.65M 0.02% +379 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 126 shares; 2025Q1: 134 shares; 2025Q2: 161 shares; 2025Q3: 213 shares; 2025Q4: 243 shares; 2026Q1: 249 shares 249 $1.64M 0.02% +6 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: 7,837 shares; 2024Q4: 44,753 shares; 2025Q1: 10,466 shares; 2025Q2: 10,831 shares; 2025Q3: 12,155 shares; 2025Q4: 13,116 shares; 2026Q1: 26,867 shares 26,867 $1.64M 0.02% +13,751 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,291 shares; 2024Q4: 28,271 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,013 shares; 2025Q4: 31,350 shares; 2026Q1: 31,167 shares 31,167 $1.64M 0.02% -183 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,228 shares; 2025Q1: 15,068 shares; 2025Q2: 18,081 shares; 2025Q3: 19,338 shares; 2025Q4: 19,638 shares; 2026Q1: 22,090 shares 22,090 $1.63M 0.02% +2,452 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,716 shares; 2025Q1: 6,081 shares; 2025Q2: 5,895 shares; 2025Q3: 5,731 shares; 2025Q4: 5,992 shares; 2026Q1: 5,680 shares 5,680 $1.63M 0.02% -312 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,141 shares; 2025Q2: 40,003 shares; 2025Q3: 41,117 shares; 2025Q4: 42,852 shares; 2026Q1: 44,970 shares 44,970 $1.63M 0.02% +2,118 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: 8,866 shares; 2024Q4: 7,032 shares; 2025Q1: 7,355 shares; 2025Q2: 40,038 shares; 2025Q3: 40,236 shares; 2025Q4: 39,753 shares; 2026Q1: 40,912 shares 40,912 $1.63M 0.02% +1,159 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: 4,630 shares; 2024Q4: 4,565 shares; 2025Q1: 4,191 shares; 2025Q2: 4,087 shares; 2025Q3: 5,668 shares; 2025Q4: 6,209 shares; 2026Q1: 7,701 shares 7,701 $1.63M 0.02% +1,492 Timeline DOLE DOLE PLC More: the full row for DOLE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,273 shares; 2024Q4: 110,302 shares; 2025Q1: 125,709 shares; 2025Q2: 125,965 shares; 2025Q3: 125,054 shares; 2025Q4: 121,552 shares; 2026Q1: 113,765 shares 113,765 $1.63M 0.02% -7,787 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,500 shares; 2024Q4: 32,000 shares; 2025Q1: 32,750 shares; 2025Q2: 34,250 shares; 2025Q3: 44,225 shares; 2025Q4: 45,989 shares; 2026Q1: 48,142 shares 48,142 $1.62M 0.02% +2,153 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,689 shares 61,689 $1.62M 0.02% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,755 shares; 2024Q4: 30,043 shares; 2025Q1: 34,486 shares; 2025Q2: 38,160 shares; 2025Q3: 44,608 shares; 2025Q4: 44,279 shares; 2026Q1: 43,634 shares 43,634 $1.61M 0.02% -645 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,369 shares; 2024Q4: 4,673 shares; 2025Q1: 6,595 shares; 2025Q2: 6,751 shares; 2025Q3: 6,891 shares; 2025Q4: 7,428 shares; 2026Q1: 8,204 shares 8,204 $1.61M 0.02% +776 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: 25,072 shares; 2024Q4: 25,413 shares; 2025Q1: 29,314 shares; 2025Q2: 32,632 shares; 2025Q3: 42,534 shares; 2025Q4: 51,803 shares; 2026Q1: 61,360 shares 61,360 $1.6M 0.02% +9,557 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 1,648 shares; 2025Q1: 1,955 shares; 2025Q2: 3,877 shares; 2025Q3: 4,436 shares; 2025Q4: 4,304 shares; 2026Q1: 2,053 shares 2,053 $1.59M 0.02% -2,251 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 16,800 shares; 2025Q2: 18,800 shares; 2025Q3: 22,200 shares; 2025Q4: 23,524 shares; 2026Q1: 23,524 shares 23,524 $1.58M 0.02% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 5,870 shares; 2025Q1: 6,427 shares; 2025Q2: 7,033 shares; 2025Q3: 7,170 shares; 2025Q4: 14,790 shares; 2026Q1: 16,785 shares 16,785 $1.58M 0.02% +1,995 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,026 shares; 2024Q4: 5,745 shares; 2025Q1: 4,627 shares; 2025Q2: 4,724 shares; 2025Q3: 5,694 shares; 2025Q4: 7,483 shares; 2026Q1: 7,625 shares 7,625 $1.58M 0.02% +142 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: 1,849 shares; 2024Q4: 2,001 shares; 2025Q1: 2,913 shares; 2025Q2: 3,438 shares; 2025Q3: 3,157 shares; 2025Q4: 2,420 shares; 2026Q1: 7,972 shares 7,972 $1.57M 0.02% +5,552 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,482 shares; 2024Q4: 15,546 shares; 2025Q1: 16,367 shares; 2025Q2: 16,960 shares; 2025Q3: 17,147 shares; 2025Q4: 18,053 shares; 2026Q1: 13,167 shares 13,167 $1.57M 0.02% -4,886 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,468 shares; 2024Q4: 10,568 shares; 2025Q1: 10,146 shares; 2025Q2: 18,248 shares; 2025Q3: 23,067 shares; 2025Q4: 23,802 shares; 2026Q1: 25,376 shares 25,376 $1.57M 0.02% +1,574 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,802 shares; 2024Q4: 57,767 shares; 2025Q1: 68,890 shares; 2025Q2: 70,946 shares; 2025Q3: 73,246 shares; 2025Q4: 3,646 shares; 2026Q1: 7,745 shares 7,745 $1.57M 0.02% +4,099 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,451 shares 15,451 $1.55M 0.02% new 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: 39,516 shares; 2024Q4: 35,660 shares; 2025Q1: 52,451 shares; 2025Q2: 48,051 shares; 2025Q3: 32,709 shares; 2025Q4: 27,350 shares; 2026Q1: 25,077 shares 25,077 $1.55M 0.02% -2,273 Timeline EFA 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: 5,023 shares; 2025Q2: 17,543 shares; 2025Q3: 17,166 shares; 2025Q4: 16,832 shares; 2026Q1: 15,945 shares 15,945 $1.55M 0.02% -887 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,449 shares; 2024Q4: 15,148 shares; 2025Q1: 15,934 shares; 2025Q2: 21,903 shares; 2025Q3: 26,718 shares; 2025Q4: 29,902 shares; 2026Q1: 31,400 shares 31,400 $1.54M 0.02% +1,498 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,109 shares; 2024Q4: 18,166 shares; 2025Q1: 25,448 shares; 2025Q2: 30,770 shares; 2025Q3: 55,775 shares; 2025Q4: 68,622 shares; 2026Q1: 68,361 shares 68,361 $1.54M 0.02% -261 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: 20,495 shares; 2024Q4: 19,126 shares; 2025Q1: 17,170 shares; 2025Q2: 17,041 shares; 2025Q3: 11,153 shares; 2025Q4: 12,731 shares; 2026Q1: 32,343 shares 32,343 $1.52M 0.02% +19,612 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,633 shares; 2025Q3: 34,592 shares; 2025Q4: 37,860 shares; 2026Q1: 45,790 shares 45,790 $1.51M 0.02% +7,930 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,138 shares; 2024Q4: 13,682 shares; 2025Q1: 12,047 shares; 2025Q2: 23,724 shares; 2025Q3: 25,828 shares; 2025Q4: 29,999 shares; 2026Q1: 30,875 shares 30,875 $1.5M 0.01% +876 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,333 shares; 2024Q4: 7,838 shares; 2025Q1: 7,813 shares; 2025Q2: 8,952 shares; 2025Q3: 9,662 shares; 2025Q4: 9,488 shares; 2026Q1: 9,450 shares 9,450 $1.5M 0.01% -38 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: 9,805 shares; 2024Q4: 10,235 shares; 2025Q1: 11,002 shares; 2025Q2: 10,659 shares; 2025Q3: 10,969 shares; 2025Q4: 10,701 shares; 2026Q1: 13,289 shares 13,289 $1.5M 0.01% +2,588 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,957 shares; 2025Q1: 2,967 shares; 2025Q2: 3,166 shares; 2025Q3: 3,028 shares; 2025Q4: 2,759 shares; 2026Q1: 2,759 shares 2,759 $1.49M 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,215 shares; 2025Q3: 9,047 shares; 2025Q4: 9,652 shares; 2026Q1: 11,392 shares 11,392 $1.49M 0.01% +1,740 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,492 shares; 2024Q4: 73,366 shares; 2025Q1: 78,886 shares; 2025Q2: 76,237 shares; 2025Q3: 75,104 shares; 2025Q4: 75,570 shares; 2026Q1: 85,700 shares 85,700 $1.48M 0.01% +10,130 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,354 shares; 2025Q3: 25,208 shares; 2025Q4: 25,149 shares; 2026Q1: 25,459 shares 25,459 $1.47M 0.01% +310 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,588 shares; 2024Q4: 61,554 shares; 2025Q1: 61,984 shares; 2025Q2: 67,000 shares; 2025Q3: 66,901 shares; 2025Q4: 68,260 shares; 2026Q1: 26,114 shares 26,114 $1.47M 0.01% -42,146 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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: 65,065 shares 65,065 $1.46M 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,197 shares; 2024Q4: 23,888 shares; 2025Q1: 23,587 shares; 2025Q2: 24,615 shares; 2025Q3: 24,176 shares; 2025Q4: 25,827 shares; 2026Q1: 28,758 shares 28,758 $1.46M 0.01% +2,931 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: 14,280 shares; 2025Q3: 30,433 shares; 2025Q4: 30,032 shares; 2026Q1: 35,793 shares 35,793 $1.46M 0.01% +5,761 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,503 shares; 2024Q4: 6,176 shares; 2025Q1: 5,457 shares; 2025Q2: 4,689 shares; 2025Q3: 5,261 shares; 2025Q4: 5,303 shares; 2026Q1: 10,150 shares 10,150 $1.45M 0.01% +4,847 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,024 shares; 2024Q4: 42,741 shares; 2025Q1: 38,823 shares; 2025Q2: 30,823 shares; 2025Q3: 21,948 shares; 2025Q4: 19,699 shares; 2026Q1: 25,548 shares 25,548 $1.44M 0.01% +5,849 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,761 shares; 2025Q4: 5,718 shares; 2026Q1: 6,177 shares 6,177 $1.44M 0.01% +459 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,927 shares; 2024Q4: 5,021 shares; 2025Q1: 4,917 shares; 2025Q2: 5,314 shares; 2025Q3: 5,443 shares; 2025Q4: 5,316 shares; 2026Q1: 5,898 shares 5,898 $1.44M 0.01% +582 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,539 shares; 2025Q1: 2,474 shares; 2025Q2: 2,399 shares; 2025Q3: 2,287 shares; 2025Q4: 7,904 shares; 2026Q1: 10,262 shares 10,262 $1.44M 0.01% +2,358 Timeline JGRO 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: 4,051 shares; 2025Q1: 15,029 shares; 2025Q2: 15,122 shares; 2025Q3: 14,746 shares; 2025Q4: 15,234 shares; 2026Q1: 16,914 shares 16,914 $1.43M 0.01% +1,680 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,649 shares; 2024Q4: 24,300 shares; 2025Q1: 25,322 shares; 2025Q2: 34,995 shares; 2025Q3: 15,441 shares; 2025Q4: 8,915 shares; 2026Q1: 3,679 shares 3,679 $1.43M 0.01% -5,236 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,452 shares; 2024Q4: 8,910 shares; 2025Q1: 23,508 shares; 2025Q2: 25,742 shares; 2025Q3: 24,489 shares; 2025Q4: 25,307 shares; 2026Q1: 27,049 shares 27,049 $1.42M 0.01% +1,742 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 9,990 shares; 2025Q1: 10,220 shares; 2025Q2: 11,288 shares; 2025Q3: 11,183 shares; 2025Q4: 11,252 shares; 2026Q1: 11,650 shares 11,650 $1.41M 0.01% +398 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884 shares; 2024Q4: 2,228 shares; 2025Q1: 2,143 shares; 2025Q2: 2,722 shares; 2025Q3: 5,770 shares; 2025Q4: 10,363 shares; 2026Q1: 9,329 shares 9,329 $1.41M 0.01% -1,034 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: 6,620 shares; 2024Q4: 7,477 shares; 2025Q1: 6,384 shares; 2025Q2: 5,650 shares; 2025Q3: 8,125 shares; 2025Q4: 8,928 shares; 2026Q1: 7,988 shares 7,988 $1.4M 0.01% -940 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,405 shares; 2025Q3: 45,411 shares; 2025Q4: 40,425 shares; 2026Q1: 39,525 shares 39,525 $1.4M 0.01% -900 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: 11,687 shares; 2024Q4: 12,043 shares; 2025Q1: 10,874 shares; 2025Q2: 11,402 shares; 2025Q3: 9,645 shares; 2025Q4: 9,759 shares; 2026Q1: 8,014 shares 8,014 $1.4M 0.01% -1,745 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,876 shares; 2024Q4: 25,609 shares; 2025Q1: 25,806 shares; 2025Q2: 26,654 shares; 2025Q3: 21,704 shares; 2025Q4: 20,684 shares; 2026Q1: 20,328 shares 20,328 $1.38M 0.01% -356 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,374 shares; 2024Q4: 5,672 shares; 2025Q1: 5,314 shares; 2025Q2: 5,127 shares; 2025Q3: 5,200 shares; 2025Q4: 3,651 shares; 2026Q1: 2,842 shares 2,842 $1.38M 0.01% -809 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,479 shares; 2024Q4: 8,959 shares; 2025Q1: 8,506 shares; 2025Q2: 11,041 shares; 2025Q3: 12,446 shares; 2025Q4: 12,064 shares; 2026Q1: 12,056 shares 12,056 $1.37M 0.01% -8 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,290 shares; 2025Q2: 16,299 shares; 2025Q3: 23,624 shares; 2025Q4: 38,156 shares; 2026Q1: 46,080 shares 46,080 $1.37M 0.01% +7,924 Timeline IEFA 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: 4,161 shares; 2024Q4: 5,124 shares; 2025Q1: 9,929 shares; 2025Q2: 16,772 shares; 2025Q3: 15,626 shares; 2025Q4: 24,219 shares; 2026Q1: 15,120 shares 15,120 $1.37M 0.01% -9,099 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,882 shares; 2024Q4: 54,474 shares; 2025Q1: 51,236 shares; 2025Q2: 54,466 shares; 2025Q3: 78,194 shares; 2025Q4: 44,001 shares; 2026Q1: 42,559 shares 42,559 $1.36M 0.01% -1,442 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: 4,032 shares; 2024Q4: 4,831 shares; 2025Q1: 5,126 shares; 2025Q2: 5,928 shares; 2025Q3: 6,881 shares; 2025Q4: 7,830 shares; 2026Q1: 8,749 shares 8,749 $1.36M 0.01% +919 Timeline IWB 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: 3,606 shares; 2024Q4: 3,845 shares; 2025Q1: 4,156 shares; 2025Q2: 4,188 shares; 2025Q3: 4,036 shares; 2025Q4: 3,846 shares; 2026Q1: 3,811 shares 3,811 $1.36M 0.01% -35 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,625 shares; 2025Q3: 48,065 shares; 2025Q4: 67,108 shares; 2026Q1: 69,885 shares 69,885 $1.36M 0.01% +2,777 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,526 shares; 2025Q1: 2,313 shares; 2025Q2: 2,445 shares; 2025Q3: 4,118 shares; 2025Q4: 4,145 shares; 2026Q1: 3,951 shares 3,951 $1.35M 0.01% -194 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,212 shares; 2024Q4: 17,490 shares; 2025Q1: 17,820 shares; 2025Q2: 19,745 shares; 2025Q3: 19,420 shares; 2025Q4: 20,178 shares; 2026Q1: 25,608 shares 25,608 $1.35M 0.01% +5,430 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,505 shares; 2024Q4: 42,471 shares; 2025Q1: 47,462 shares; 2025Q2: 50,345 shares; 2025Q3: 54,957 shares; 2025Q4: 58,384 shares; 2026Q1: 46,683 shares 46,683 $1.34M 0.01% -11,701 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,805 shares 41,805 $1.34M 0.01% new Timeline LMUB 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: 26,739 shares 26,739 $1.34M 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,450 shares; 2024Q4: 2,910 shares; 2025Q1: 2,365 shares; 2025Q2: not reported; 2025Q3: 1,440 shares; 2025Q4: 6,771 shares; 2026Q1: 8,113 shares 8,113 $1.33M 0.01% +1,342 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,657 shares; 2024Q4: 12,930 shares; 2025Q1: 17,474 shares; 2025Q2: 19,893 shares; 2025Q3: 20,904 shares; 2025Q4: 21,788 shares; 2026Q1: 34,815 shares 34,815 $1.33M 0.01% +13,027 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,762 shares; 2024Q4: 34,743 shares; 2025Q1: 26,312 shares; 2025Q2: 41,815 shares; 2025Q3: 32,569 shares; 2025Q4: 28,469 shares; 2026Q1: 17,819 shares 17,819 $1.32M 0.01% -10,650 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 1,948 shares; 2025Q1: 1,837 shares; 2025Q2: 1,916 shares; 2025Q3: 3,434 shares; 2025Q4: 2,136 shares; 2026Q1: 5,729 shares 5,729 $1.32M 0.01% +3,593 Timeline IJAN 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: 39,186 shares; 2024Q4: 39,216 shares; 2025Q1: 28,087 shares; 2025Q2: 36,663 shares; 2025Q3: 36,860 shares; 2025Q4: 34,468 shares; 2026Q1: 36,360 shares 36,360 $1.32M 0.01% +1,892 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: 22,846 shares; 2025Q3: 24,489 shares; 2025Q4: 23,888 shares; 2026Q1: 19,906 shares 19,906 $1.32M 0.01% -3,982 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 391 shares; 2025Q1: 410 shares; 2025Q2: 445 shares; 2025Q3: 490 shares; 2025Q4: 537 shares; 2026Q1: 685 shares 685 $1.29M 0.01% +148 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: 4,897 shares; 2024Q4: 4,837 shares; 2025Q1: 3,944 shares; 2025Q2: 4,116 shares; 2025Q3: 6,281 shares; 2025Q4: 6,598 shares; 2026Q1: 6,862 shares 6,862 $1.28M 0.01% +264 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,673 shares; 2024Q4: 17,706 shares; 2025Q1: 21,570 shares; 2025Q2: 23,913 shares; 2025Q3: 28,323 shares; 2025Q4: 29,632 shares; 2026Q1: 26,778 shares 26,778 $1.27M 0.01% -2,854 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,285 shares 13,285 $1.27M 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,934 shares; 2025Q1: 4,059 shares; 2025Q2: 3,916 shares; 2025Q3: 3,550 shares; 2025Q4: 3,559 shares; 2026Q1: 11,405 shares 11,405 $1.26M 0.01% +7,846 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,378 shares; 2024Q4: 20,128 shares; 2025Q1: 13,596 shares; 2025Q2: 13,699 shares; 2025Q3: 18,031 shares; 2025Q4: 16,942 shares; 2026Q1: 18,765 shares 18,765 $1.26M 0.01% +1,823 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 66,586 shares; 2025Q3: 67,513 shares; 2025Q4: 64,985 shares; 2026Q1: 37,940 shares 37,940 $1.25M 0.01% -27,045 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,179 shares; 2025Q1: 1,572 shares; 2025Q2: 839 shares; 2025Q3: 836 shares; 2025Q4: 2,031 shares; 2026Q1: 2,794 shares 2,794 $1.24M 0.01% +763 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,965 shares; 2024Q4: 15,565 shares; 2025Q1: 9,050 shares; 2025Q2: 9,392 shares; 2025Q3: 17,289 shares; 2025Q4: 16,834 shares; 2026Q1: 17,384 shares 17,384 $1.24M 0.01% +550 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: 15,954 shares; 2024Q4: 17,923 shares; 2025Q1: 16,191 shares; 2025Q2: 16,117 shares; 2025Q3: 16,207 shares; 2025Q4: 15,958 shares; 2026Q1: 17,778 shares 17,778 $1.23M 0.01% +1,820 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,262 shares; 2024Q4: 69,926 shares; 2025Q1: 77,155 shares; 2025Q2: 75,566 shares; 2025Q3: 65,672 shares; 2025Q4: 66,064 shares; 2026Q1: 58,017 shares 58,017 $1.23M 0.01% -8,047 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,885 shares; 2024Q4: 25,509 shares; 2025Q1: 28,157 shares; 2025Q2: 28,101 shares; 2025Q3: 27,290 shares; 2025Q4: 26,959 shares; 2026Q1: 27,172 shares 27,172 $1.23M 0.01% +213 Timeline KBWB 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: 8,121 shares; 2025Q4: 11,675 shares; 2026Q1: 15,475 shares 15,475 $1.22M 0.01% +3,800 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,137 shares 53,137 $1.22M 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,280 shares; 2024Q4: 5,262 shares; 2025Q1: 2,937 shares; 2025Q2: 5,617 shares; 2025Q3: 7,146 shares; 2025Q4: 6,586 shares; 2026Q1: 9,258 shares 9,258 $1.21M 0.01% +2,672 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,765 shares; 2024Q4: 13,404 shares; 2025Q1: 19,217 shares; 2025Q2: 21,149 shares; 2025Q3: 34,785 shares; 2025Q4: 36,616 shares; 2026Q1: 37,874 shares 37,874 $1.21M 0.01% +1,258 Timeline FIVA 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: 10,600 shares; 2025Q3: 30,040 shares; 2025Q4: 30,040 shares; 2026Q1: 34,445 shares 34,445 $1.2M 0.01% +4,405 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,086 shares; 2024Q4: 1,070 shares; 2025Q1: 889 shares; 2025Q2: 954 shares; 2025Q3: 1,062 shares; 2025Q4: 1,034 shares; 2026Q1: 1,034 shares 1,034 $1.2M 0.01% 0 Timeline FCG 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: 37,733 shares 37,733 $1.2M 0.01% new Timeline FTXN 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: 30,920 shares 30,920 $1.19M 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,377 shares; 2025Q1: 25,099 shares; 2025Q2: 36,023 shares; 2025Q3: 37,044 shares; 2025Q4: 37,724 shares; 2026Q1: 39,066 shares 39,066 $1.19M 0.01% +1,342 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,412 shares; 2024Q4: 23,921 shares; 2025Q1: 21,489 shares; 2025Q2: 21,416 shares; 2025Q3: 20,903 shares; 2025Q4: 20,633 shares; 2026Q1: 25,379 shares 25,379 $1.19M 0.01% +4,746 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,290 shares; 2025Q1: not reported; 2025Q2: 1,220 shares; 2025Q3: 4,572 shares; 2025Q4: 4,282 shares; 2026Q1: 4,769 shares 4,769 $1.19M 0.01% +487 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,569 shares; 2024Q4: 14,975 shares; 2025Q1: 20,474 shares; 2025Q2: 21,757 shares; 2025Q3: 27,382 shares; 2025Q4: 30,134 shares; 2026Q1: 23,638 shares 23,638 $1.18M 0.01% -6,496 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,833 shares; 2024Q4: 7,374 shares; 2025Q1: 8,776 shares; 2025Q2: 12,882 shares; 2025Q3: 12,812 shares; 2025Q4: 9,675 shares; 2026Q1: 8,905 shares 8,905 $1.18M 0.01% -770 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,972 shares; 2025Q3: 12,957 shares; 2025Q4: 12,198 shares; 2026Q1: 14,146 shares 14,146 $1.18M 0.01% +1,948 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: 20,924 shares; 2024Q4: 19,260 shares; 2025Q1: 16,781 shares; 2025Q2: 20,888 shares; 2025Q3: 23,042 shares; 2025Q4: 24,887 shares; 2026Q1: 25,493 shares 25,493 $1.18M 0.01% +606 Timeline WT WISDOMTREE INC More: the full row for WISDOMTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,755 shares; 2024Q4: 42,881 shares; 2025Q1: 42,012 shares; 2025Q2: 51,842 shares; 2025Q3: 59,767 shares; 2025Q4: 65,734 shares; 2026Q1: 80,657 shares 80,657 $1.17M 0.01% +14,923 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: 24,926 shares; 2024Q4: 22,282 shares; 2025Q1: 21,691 shares; 2025Q2: 31,534 shares; 2025Q3: 35,574 shares; 2025Q4: 32,083 shares; 2026Q1: 31,863 shares 31,863 $1.17M 0.01% -220 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: 11,190 shares; 2024Q4: 10,973 shares; 2025Q1: 9,737 shares; 2025Q2: 12,527 shares; 2025Q3: 16,365 shares; 2025Q4: 22,478 shares; 2026Q1: 25,242 shares 25,242 $1.17M 0.01% +2,764 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,397 shares; 2025Q3: 24,264 shares; 2025Q4: 29,986 shares; 2026Q1: 30,991 shares 30,991 $1.17M 0.01% +1,005 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,813 shares; 2025Q1: 23,922 shares; 2025Q2: 33,735 shares; 2025Q3: 36,757 shares; 2025Q4: 38,721 shares; 2026Q1: 43,514 shares 43,514 $1.17M 0.01% +4,793 Timeline FAN 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: 81,808 shares; 2025Q4: 65,461 shares; 2026Q1: 47,312 shares 47,312 $1.17M 0.01% -18,149 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,719 shares; 2024Q4: 17,719 shares; 2025Q1: 20,685 shares; 2025Q2: 23,922 shares; 2025Q3: 24,014 shares; 2025Q4: 23,643 shares; 2026Q1: 24,189 shares 24,189 $1.17M 0.01% +546 Timeline POCT 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: 29,248 shares; 2025Q3: 26,515 shares; 2025Q4: 27,412 shares; 2026Q1: 27,070 shares 27,070 $1.17M 0.01% -342 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 6,645 shares; 2025Q1: 6,997 shares; 2025Q2: 8,453 shares; 2025Q3: 8,582 shares; 2025Q4: 6,979 shares; 2026Q1: 8,609 shares 8,609 $1.17M 0.01% +1,630 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,660 shares 58,660 $1.16M 0.01% new Timeline JDIV 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: 19,323 shares; 2025Q1: 19,793 shares; 2025Q2: 21,072 shares; 2025Q3: 21,336 shares; 2025Q4: 20,952 shares; 2026Q1: 21,919 shares 21,919 $1.16M 0.01% +967 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,579 shares; 2025Q1: 2,332 shares; 2025Q2: 2,337 shares; 2025Q3: 4,174 shares; 2025Q4: 4,822 shares; 2026Q1: 5,730 shares 5,730 $1.15M 0.01% +908 Timeline TSPA 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: 18,614 shares; 2024Q4: 26,265 shares; 2025Q1: 30,429 shares; 2025Q2: 24,153 shares; 2025Q3: 22,331 shares; 2025Q4: 25,228 shares; 2026Q1: 28,204 shares 28,204 $1.15M 0.01% +2,976 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: 2,651 shares; 2025Q3: 3,212 shares; 2025Q4: 2,537 shares; 2026Q1: 8,124 shares 8,124 $1.15M 0.01% +5,587 Timeline REMG RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,194 shares; 2025Q3: 36,244 shares; 2025Q4: 36,342 shares; 2026Q1: 37,198 shares 37,198 $1.15M 0.01% +856 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 6,687 shares; 2025Q1: 6,604 shares; 2025Q2: 7,779 shares; 2025Q3: 8,130 shares; 2025Q4: 8,063 shares; 2026Q1: 19,886 shares 19,886 $1.15M 0.01% +11,823 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,568 shares; 2025Q3: 20,335 shares; 2025Q4: 22,076 shares; 2026Q1: 24,932 shares 24,932 $1.14M 0.01% +2,856 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: 4,763 shares; 2024Q4: 4,486 shares; 2025Q1: 4,667 shares; 2025Q2: 5,030 shares; 2025Q3: 4,601 shares; 2025Q4: 4,889 shares; 2026Q1: 7,596 shares 7,596 $1.14M 0.01% +2,707 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,373 shares; 2024Q4: 26,335 shares; 2025Q1: 27,388 shares; 2025Q2: 32,609 shares; 2025Q3: 37,978 shares; 2025Q4: 29,554 shares; 2026Q1: 38,555 shares 38,555 $1.13M 0.01% +9,001 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,097 shares; 2025Q1: 7,122 shares; 2025Q2: 8,837 shares; 2025Q3: 8,830 shares; 2025Q4: 8,777 shares; 2026Q1: 9,440 shares 9,440 $1.12M 0.01% +663 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,688 shares; 2025Q1: 4,097 shares; 2025Q2: 6,581 shares; 2025Q3: 8,652 shares; 2025Q4: 10,333 shares; 2026Q1: 10,489 shares 10,489 $1.12M 0.01% +156 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,128 shares; 2025Q4: 4,313 shares; 2026Q1: 6,041 shares 6,041 $1.11M 0.01% +1,728 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: 25,607 shares; 2024Q4: 25,448 shares; 2025Q1: 16,748 shares; 2025Q2: 20,079 shares; 2025Q3: 22,814 shares; 2025Q4: 22,212 shares; 2026Q1: 21,942 shares 21,942 $1.11M 0.01% -270 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 15,164 shares; 2025Q2: 15,164 shares; 2025Q3: 15,324 shares; 2025Q4: 15,324 shares; 2026Q1: 17,324 shares 17,324 $1.11M 0.01% +2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,989 shares; 2025Q4: 20,979 shares; 2026Q1: 45,180 shares 45,180 $1.1M 0.01% +24,201 Timeline RDIV 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: 19,801 shares 19,801 $1.1M 0.01% 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: 160,145 shares; 2024Q4: 150,966 shares; 2025Q1: 122,537 shares; 2025Q2: 118,157 shares; 2025Q3: 111,385 shares; 2025Q4: 115,472 shares; 2026Q1: 69,579 shares 69,579 $1.1M 0.01% -45,893 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,121 shares; 2025Q1: 9,858 shares; 2025Q2: not reported; 2025Q3: 15,106 shares; 2025Q4: 17,598 shares; 2026Q1: 18,316 shares 18,316 $1.1M 0.01% +718 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: 53,559 shares; 2024Q4: 2,091 shares; 2025Q1: 1,698 shares; 2025Q2: 2,143 shares; 2025Q3: 3,358 shares; 2025Q4: 3,976 shares; 2026Q1: 3,753 shares 3,753 $1.1M 0.01% -223 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,074 shares; 2024Q4: 66,196 shares; 2025Q1: 55,935 shares; 2025Q2: 43,057 shares; 2025Q3: 26,595 shares; 2025Q4: 27,550 shares; 2026Q1: 26,609 shares 26,609 $1.09M 0.01% -941 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,082 shares; 2024Q4: 126,830 shares; 2025Q1: 132,073 shares; 2025Q2: 51,746 shares; 2025Q3: 56,951 shares; 2025Q4: 61,807 shares; 2026Q1: 35,908 shares 35,908 $1.09M 0.01% -25,899 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,617 shares; 2025Q3: 33,865 shares; 2025Q4: 32,184 shares; 2026Q1: 32,506 shares 32,506 $1.09M 0.01% +322 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,725 shares; 2024Q4: 17,218 shares; 2025Q1: 22,214 shares; 2025Q2: 34,691 shares; 2025Q3: 32,732 shares; 2025Q4: 33,474 shares; 2026Q1: 41,189 shares 41,189 $1.08M 0.01% +7,715 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,803 shares; 2024Q4: 40,514 shares; 2025Q1: 43,507 shares; 2025Q2: 42,051 shares; 2025Q3: 51,092 shares; 2025Q4: 40,139 shares; 2026Q1: 42,533 shares 42,533 $1.08M 0.01% +2,394 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,239 shares; 2025Q2: 22,438 shares; 2025Q3: 26,816 shares; 2025Q4: 25,315 shares; 2026Q1: 23,966 shares 23,966 $1.08M 0.01% -1,349 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 4,136 shares; 2025Q1: 2,880 shares; 2025Q2: 3,154 shares; 2025Q3: 3,525 shares; 2025Q4: 3,889 shares; 2026Q1: 4,057 shares 4,057 $1.08M 0.01% +168 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,449 shares; 2025Q1: 4,450 shares; 2025Q2: 4,203 shares; 2025Q3: 4,669 shares; 2025Q4: 4,702 shares; 2026Q1: 11,918 shares 11,918 $1.07M 0.01% +7,216 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 9,263 shares; 2025Q1: 9,162 shares; 2025Q2: 12,035 shares; 2025Q3: 13,280 shares; 2025Q4: 14,037 shares; 2026Q1: 13,861 shares 13,861 $1.07M 0.01% -176 Timeline TMSL 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: 39,215 shares; 2025Q1: 36,402 shares; 2025Q2: 32,311 shares; 2025Q3: 28,985 shares; 2025Q4: 24,109 shares; 2026Q1: 29,114 shares 29,114 $1.07M 0.01% +5,005 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,191 shares; 2024Q4: 5,586 shares; 2025Q1: 6,175 shares; 2025Q2: 6,453 shares; 2025Q3: 7,195 shares; 2025Q4: 7,895 shares; 2026Q1: 8,340 shares 8,340 $1.07M 0.01% +445 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,660 shares; 2025Q4: 13,660 shares; 2026Q1: 9,460 shares 9,460 $1.06M 0.01% -4,200 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST 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: 20,227 shares; 2025Q4: 21,152 shares; 2026Q1: 27,556 shares 27,556 $1.06M 0.01% +6,404 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,669 shares; 2024Q4: 64,065 shares; 2025Q1: 61,908 shares; 2025Q2: 63,034 shares; 2025Q3: 64,850 shares; 2025Q4: 79,200 shares; 2026Q1: 82,563 shares 82,563 $1.06M 0.01% +3,363 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,228 shares; 2024Q4: 8,967 shares; 2025Q1: 9,478 shares; 2025Q2: 9,843 shares; 2025Q3: 11,522 shares; 2025Q4: 12,505 shares; 2026Q1: 14,464 shares 14,464 $1.06M 0.01% +1,959 Timeline DIVI 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: 9,573 shares; 2024Q4: 9,573 shares; 2025Q1: 26,473 shares; 2025Q2: 26,473 shares; 2025Q3: 26,473 shares; 2025Q4: 26,473 shares; 2026Q1: 26,473 shares 26,473 $1.05M 0.01% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,759 shares 13,759 $1.05M 0.01% new Timeline IGLD 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: 15,796 shares; 2025Q4: 93,972 shares; 2026Q1: 41,083 shares 41,083 $1.05M 0.01% -52,889 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,370 shares 26,370 $1.05M 0.01% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,165 shares; 2025Q1: 1,201 shares; 2025Q2: 1,207 shares; 2025Q3: 2,188 shares; 2025Q4: 2,161 shares; 2026Q1: 2,179 shares 2,179 $1.05M 0.01% +18 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,933 shares; 2025Q1: 2,516 shares; 2025Q2: 2,555 shares; 2025Q3: 2,950 shares; 2025Q4: 3,410 shares; 2026Q1: 3,438 shares 3,438 $1.05M 0.01% +28 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,365 shares; 2024Q4: 78,183 shares; 2025Q1: 73,016 shares; 2025Q2: 71,487 shares; 2025Q3: 70,664 shares; 2025Q4: 62,369 shares; 2026Q1: 7,481 shares 7,481 $1.04M 0.01% -54,888 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 2,156 shares; 2025Q4: 2,697 shares; 2026Q1: 4,526 shares 4,526 $1.04M 0.01% +1,829 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,724 shares; 2025Q1: 2,824 shares; 2025Q2: 3,180 shares; 2025Q3: 3,621 shares; 2025Q4: 3,906 shares; 2026Q1: 4,090 shares 4,090 $1.04M 0.01% +184 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,869 shares; 2025Q1: 2,785 shares; 2025Q2: not reported; 2025Q3: 5,565 shares; 2025Q4: 5,556 shares; 2026Q1: 5,700 shares 5,700 $1.02M 0.01% +144 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: 90,491 shares; 2024Q4: 10,372 shares; 2025Q1: 7,418 shares; 2025Q2: not reported; 2025Q3: 13,022 shares; 2025Q4: 34,940 shares; 2026Q1: 29,012 shares 29,012 $1.02M 0.01% -5,928 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: 18,629 shares; 2024Q4: 10,791 shares; 2025Q1: 10,352 shares; 2025Q2: 13,089 shares; 2025Q3: 16,195 shares; 2025Q4: 16,178 shares; 2026Q1: 23,924 shares 23,924 $1.02M 0.01% +7,746 Timeline SHY 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: 482,622 shares; 2024Q4: 10,543 shares; 2025Q1: 14,092 shares; 2025Q2: 13,303 shares; 2025Q3: 12,864 shares; 2025Q4: 16,261 shares; 2026Q1: 12,326 shares 12,326 $1.02M 0.01% -3,935 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,931 shares; 2024Q4: 2,892 shares; 2025Q1: 2,902 shares; 2025Q2: 12,181 shares; 2025Q3: 11,438 shares; 2025Q4: 10,395 shares; 2026Q1: 15,168 shares 15,168 $1.02M 0.01% +4,773 Timeline IVE 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: 1,233 shares; 2024Q4: 1,464 shares; 2025Q1: 1,066 shares; 2025Q2: 1,202 shares; 2025Q3: 1,292 shares; 2025Q4: 4,515 shares; 2026Q1: 4,819 shares 4,819 $1.02M 0.01% +304 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,413 shares; 2024Q4: 12,388 shares; 2025Q1: 13,797 shares; 2025Q2: 11,256 shares; 2025Q3: 12,790 shares; 2025Q4: 10,994 shares; 2026Q1: 10,398 shares 10,398 $1.01M 0.01% -596 Timeline BNGE FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,233 shares; 2024Q4: 98,530 shares; 2025Q1: 73,743 shares; 2025Q2: 66,260 shares; 2025Q3: 50,552 shares; 2025Q4: 37,800 shares; 2026Q1: 33,255 shares 33,255 $1.01M 0.01% -4,545 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: 8,852 shares; 2024Q4: 8,883 shares; 2025Q1: 9,964 shares; 2025Q2: 9,636 shares; 2025Q3: 8,962 shares; 2025Q4: 9,160 shares; 2026Q1: 9,522 shares 9,522 $1.01M 0.01% +362 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,158 shares; 2025Q1: 1,922 shares; 2025Q2: 2,321 shares; 2025Q3: 3,413 shares; 2025Q4: 3,250 shares; 2026Q1: 3,774 shares 3,774 $1.01M 0.01% +524 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 28,584 shares; 2025Q4: 61,503 shares; 2026Q1: 53,617 shares 53,617 $1.01M 0.01% -7,886 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,408 shares; 2024Q4: 15,072 shares; 2025Q1: 14,687 shares; 2025Q2: 16,855 shares; 2025Q3: 16,087 shares; 2025Q4: 15,732 shares; 2026Q1: 15,567 shares 15,567 $1.01M 0.01% -165 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,374 shares; 2025Q1: 11,466 shares; 2025Q2: 140,457 shares; 2025Q3: 185,504 shares; 2025Q4: 179,998 shares; 2026Q1: 51,724 shares 51,724 $998K 0.01% -128,274 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 1,283 shares; 2025Q4: 1,732 shares; 2026Q1: 2,094 shares 2,094 $991K 0.01% +362 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE 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: 27,968 shares; 2025Q3: 31,317 shares; 2025Q4: 28,522 shares; 2026Q1: 27,490 shares 27,490 $990K 0.01% -1,032 Timeline FID 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: 31,657 shares; 2024Q4: 33,762 shares; 2025Q1: 32,946 shares; 2025Q2: 33,888 shares; 2025Q3: 39,307 shares; 2025Q4: 40,259 shares; 2026Q1: 47,141 shares 47,141 $987K 0.01% +6,882 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: 2,747 shares; 2024Q4: 2,708 shares; 2025Q1: 2,606 shares; 2025Q2: 2,476 shares; 2025Q3: 2,181 shares; 2025Q4: 2,227 shares; 2026Q1: 2,322 shares 2,322 $986K 0.01% +95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 7,792 shares; 2026Q1: 11,909 shares 11,909 $986K 0.01% +4,117 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: 1,685 shares; 2025Q3: 1,686 shares; 2025Q4: 3,394 shares; 2026Q1: 3,978 shares 3,978 $983K 0.01% +584 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,116 shares; 2025Q3: 2,241 shares; 2025Q4: 2,265 shares; 2026Q1: 7,166 shares 7,166 $983K 0.01% +4,901 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: 5,017 shares; 2024Q4: 5,019 shares; 2025Q1: 5,019 shares; 2025Q2: 5,020 shares; 2025Q3: 5,021 shares; 2025Q4: 14,978 shares; 2026Q1: 12,426 shares 12,426 $979K 0.01% -2,552 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: 27,948 shares; 2024Q4: 22,942 shares; 2025Q1: 22,940 shares; 2025Q2: 24,229 shares; 2025Q3: 24,209 shares; 2025Q4: 24,200 shares; 2026Q1: 23,239 shares 23,239 $972K 0.01% -961 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,836 shares; 2024Q4: 25,641 shares; 2025Q1: 21,186 shares; 2025Q2: 15,817 shares; 2025Q3: 17,866 shares; 2025Q4: 19,731 shares; 2026Q1: 22,014 shares 22,014 $971K 0.01% +2,283 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares; 2026Q1: 2,556 shares 2,556 $971K 0.01% +1,895 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,111 shares; 2025Q1: 3,214 shares; 2025Q2: 3,550 shares; 2025Q3: 3,889 shares; 2025Q4: 3,248 shares; 2026Q1: 3,636 shares 3,636 $966K 0.01% +388 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: not reported; 2025Q2: not reported; 2025Q3: 5,661 shares; 2025Q4: 6,894 shares; 2026Q1: 12,510 shares 12,510 $964K 0.01% +5,616 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,576 shares; 2024Q4: 21,036 shares; 2025Q1: 10,094 shares; 2025Q2: 10,306 shares; 2025Q3: 6,181 shares; 2025Q4: 5,859 shares; 2026Q1: 8,639 shares 8,639 $962K 0.01% +2,780 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 7,436 shares; 2025Q1: 7,418 shares; 2025Q2: 7,372 shares; 2025Q3: 7,347 shares; 2025Q4: 7,175 shares; 2026Q1: 8,632 shares 8,632 $948K 0.01% +1,457 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,297 shares; 2025Q1: 2,368 shares; 2025Q2: 2,568 shares; 2025Q3: 4,466 shares; 2025Q4: 4,671 shares; 2026Q1: 4,836 shares 4,836 $945K 0.01% +165 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,274 shares; 2025Q3: 4,563 shares; 2025Q4: 4,591 shares; 2026Q1: 4,965 shares 4,965 $941K 0.01% +374 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 15,811 shares; 2025Q1: 15,840 shares; 2025Q2: 19,368 shares; 2025Q3: 19,402 shares; 2025Q4: 32,957 shares; 2026Q1: 21,019 shares 21,019 $940K 0.01% -11,938 Timeline SPHQ 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: 11,837 shares; 2025Q4: 11,793 shares; 2026Q1: 12,478 shares 12,478 $940K 0.01% +685 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,654 shares; 2026Q1: 10,071 shares 10,071 $940K 0.01% +7,417 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,750 shares; 2024Q4: 19,400 shares; 2025Q1: 19,400 shares; 2025Q2: 19,400 shares; 2025Q3: 23,050 shares; 2025Q4: 25,050 shares; 2026Q1: 104,232 shares 104,232 $937K 0.01% +79,182 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,863 shares 10,863 $936K 0.01% new Timeline BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,472 shares; 2025Q4: 19,892 shares; 2026Q1: 26,069 shares 26,069 $931K 0.01% +6,177 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: 6,108 shares; 2024Q4: 6,112 shares; 2025Q1: 6,236 shares; 2025Q2: 8,087 shares; 2025Q3: 8,899 shares; 2025Q4: 9,137 shares; 2026Q1: 9,246 shares 9,246 $930K 0.01% +109 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,609 shares; 2025Q1: 979 shares; 2025Q2: 1,083 shares; 2025Q3: 1,540 shares; 2025Q4: 1,542 shares; 2026Q1: 1,579 shares 1,579 $929K 0.01% +37 Timeline IEF 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: 3,346 shares; 2025Q2: 6,859 shares; 2025Q3: 8,083 shares; 2025Q4: 9,823 shares; 2026Q1: 9,683 shares 9,683 $924K 0.01% -140 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,531 shares; 2026Q1: 11,785 shares 11,785 $913K 0.01% +1,254 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,607 shares; 2024Q4: 6,938 shares; 2025Q1: 6,995 shares; 2025Q2: 10,601 shares; 2025Q3: 9,700 shares; 2025Q4: 9,456 shares; 2026Q1: 7,190 shares 7,190 $908K 0.01% -2,266 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,137 shares; 2024Q4: 42,193 shares; 2025Q1: 45,621 shares; 2025Q2: 42,243 shares; 2025Q3: 26,314 shares; 2025Q4: 24,474 shares; 2026Q1: 21,683 shares 21,683 $903K 0.01% -2,791 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,933 shares; 2025Q1: 2,971 shares; 2025Q2: 3,021 shares; 2025Q3: 3,395 shares; 2025Q4: 3,408 shares; 2026Q1: 3,602 shares 3,602 $903K 0.01% +194 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,069 shares; 2024Q4: 45,395 shares; 2025Q1: 47,534 shares; 2025Q2: 43,544 shares; 2025Q3: 53,824 shares; 2025Q4: 55,493 shares; 2026Q1: 27,092 shares 27,092 $899K 0.01% -28,401 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: 34,790 shares; 2024Q4: 35,309 shares; 2025Q1: 33,223 shares; 2025Q2: 37,723 shares; 2025Q3: 47,048 shares; 2025Q4: 45,956 shares; 2026Q1: 39,097 shares 39,097 $897K 0.01% -6,859 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: 598 shares; 2024Q4: 610 shares; 2025Q1: 1,197 shares; 2025Q2: 1,758 shares; 2025Q3: 2,420 shares; 2025Q4: 2,188 shares; 2026Q1: 2,248 shares 2,248 $891K 0.01% +60 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 10,888 shares; 2025Q1: 10,998 shares; 2025Q2: 10,839 shares; 2025Q3: 11,137 shares; 2025Q4: 11,494 shares; 2026Q1: 11,218 shares 11,218 $890K 0.01% -276 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,665 shares; 2025Q1: 5,467 shares; 2025Q2: 5,484 shares; 2025Q3: 5,607 shares; 2025Q4: 10,981 shares; 2026Q1: 7,068 shares 7,068 $887K 0.01% -3,913 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: not reported; 2024Q4: not reported; 2025Q1: 14,148 shares; 2025Q2: 26,531 shares; 2025Q3: 30,103 shares; 2025Q4: 31,098 shares; 2026Q1: 32,227 shares 32,227 $886K 0.01% +1,129 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 7,272 shares; 2025Q1: 10,311 shares; 2025Q2: 11,206 shares; 2025Q3: 10,588 shares; 2025Q4: 10,191 shares; 2026Q1: 10,850 shares 10,850 $882K 0.01% +659 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,887 shares; 2025Q1: 2,089 shares; 2025Q2: 2,345 shares; 2025Q3: 1,834 shares; 2025Q4: 1,632 shares; 2026Q1: 1,686 shares 1,686 $880K 0.01% +54 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,133 shares; 2025Q2: 3,491 shares; 2025Q3: 3,817 shares; 2025Q4: 4,316 shares; 2026Q1: 4,544 shares 4,544 $880K 0.01% +228 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,200 shares 22,200 $876K 0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,562 shares; 2024Q4: 21,268 shares; 2025Q1: 6,518 shares; 2025Q2: 6,508 shares; 2025Q3: 25,498 shares; 2025Q4: 26,928 shares; 2026Q1: 28,184 shares 28,184 $868K 0.01% +1,256 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,524 shares; 2024Q4: 20,192 shares; 2025Q1: 18,570 shares; 2025Q2: 19,718 shares; 2025Q3: 21,924 shares; 2025Q4: 23,723 shares; 2026Q1: 21,583 shares 21,583 $866K 0.01% -2,140 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: 9,784 shares; 2024Q4: 11,125 shares; 2025Q1: 12,119 shares; 2025Q2: 13,151 shares; 2025Q3: 13,868 shares; 2025Q4: 7,413 shares; 2026Q1: 4,363 shares 4,363 $863K 0.01% -3,050 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 15,126 shares; 2025Q1: 18,398 shares; 2025Q2: 18,361 shares; 2025Q3: 24,634 shares; 2025Q4: 16,891 shares; 2026Q1: 9,775 shares 9,775 $862K 0.01% -7,116 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 5,777 shares; 2025Q3: 9,237 shares; 2025Q4: not reported; 2026Q1: 20,056 shares 20,056 $860K 0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,711 shares; 2024Q4: 4,286 shares; 2025Q1: 3,970 shares; 2025Q2: not reported; 2025Q3: 8,238 shares; 2025Q4: 8,805 shares; 2026Q1: 9,798 shares 9,798 $858K 0.01% +993 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,923 shares; 2024Q4: 2,657 shares; 2025Q1: 3,292 shares; 2025Q2: 4,339 shares; 2025Q3: 5,759 shares; 2025Q4: 5,878 shares; 2026Q1: 6,675 shares 6,675 $857K 0.01% +797 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: 31,297 shares; 2024Q4: 35,122 shares; 2025Q1: 35,122 shares; 2025Q2: 40,222 shares; 2025Q3: 59,132 shares; 2025Q4: 65,632 shares; 2026Q1: 74,407 shares 74,407 $856K 0.01% +8,775 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,558 shares; 2024Q4: 31,544 shares; 2025Q1: 25,814 shares; 2025Q2: 28,942 shares; 2025Q3: 32,738 shares; 2025Q4: 35,741 shares; 2026Q1: 37,679 shares 37,679 $852K 0.01% +1,938 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 7,059 shares; 2025Q1: 6,728 shares; 2025Q2: 6,362 shares; 2025Q3: 6,209 shares; 2025Q4: 4,399 shares; 2026Q1: 4,234 shares 4,234 $847K 0.01% -165 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,914 shares; 2024Q4: 8,523 shares; 2025Q1: 7,988 shares; 2025Q2: 7,964 shares; 2025Q3: 8,193 shares; 2025Q4: 8,159 shares; 2026Q1: 7,999 shares 7,999 $846K 0.01% -160 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 12,959 shares; 2025Q1: 14,197 shares; 2025Q2: 15,483 shares; 2025Q3: 17,059 shares; 2025Q4: 18,423 shares; 2026Q1: 20,820 shares 20,820 $845K 0.01% +2,397 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,298 shares; 2024Q4: 6,545 shares; 2025Q1: 4,749 shares; 2025Q2: 5,129 shares; 2025Q3: 7,896 shares; 2025Q4: 8,008 shares; 2026Q1: 8,721 shares 8,721 $844K 0.01% +713 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH 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: 35,195 shares 35,195 $842K 0.01% new 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 1,245 shares; 2025Q4: 1,245 shares; 2026Q1: 1,359 shares 1,359 $838K 0.01% +114 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: 26,782 shares; 2024Q4: 24,496 shares; 2025Q1: 24,494 shares; 2025Q2: 23,699 shares; 2025Q3: 23,679 shares; 2025Q4: 22,370 shares; 2026Q1: 20,934 shares 20,934 $836K 0.01% -1,436 Timeline EMHY 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: 13,549 shares; 2025Q3: 15,642 shares; 2025Q4: 18,050 shares; 2026Q1: 21,195 shares 21,195 $835K 0.01% +3,145 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,953 shares; 2025Q3: 44,105 shares; 2025Q4: 38,875 shares; 2026Q1: 34,124 shares 34,124 $832K 0.01% -4,751 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,227 shares; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 3,683 shares; 2025Q4: 3,743 shares; 2026Q1: 3,638 shares 3,638 $831K 0.01% -105 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,325 shares; 2024Q4: 19,400 shares; 2025Q1: 19,400 shares; 2025Q2: 19,300 shares; 2025Q3: 19,300 shares; 2025Q4: 19,300 shares; 2026Q1: 19,300 shares 19,300 $830K 0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,498 shares; 2024Q4: 6,679 shares; 2025Q1: 6,722 shares; 2025Q2: 7,684 shares; 2025Q3: 7,969 shares; 2025Q4: 7,917 shares; 2026Q1: 7,813 shares 7,813 $830K 0.01% -104 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,470 shares 43,470 $826K 0.01% new Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,550 shares; 2025Q2: 6,550 shares; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,550 shares 6,550 $825K 0.01% 0 Timeline PBE 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: 10,397 shares 10,397 $824K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 472 shares; 2025Q1: 468 shares; 2025Q2: 479 shares; 2025Q3: 616 shares; 2025Q4: 774 shares; 2026Q1: 769 shares 769 $821K 0.01% -5 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 7,224 shares; 2025Q1: 7,395 shares; 2025Q2: 5,259 shares; 2025Q3: 6,627 shares; 2025Q4: 6,230 shares; 2026Q1: 5,205 shares 5,205 $819K 0.01% -1,025 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,975 shares; 2024Q4: 37,427 shares; 2025Q1: 39,445 shares; 2025Q2: 44,780 shares; 2025Q3: 45,585 shares; 2025Q4: 46,652 shares; 2026Q1: 54,909 shares 54,909 $818K 0.01% +8,257 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,911 shares; 2024Q4: 22,463 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,709 shares; 2025Q4: 35,643 shares; 2026Q1: 19,188 shares 19,188 $815K 0.01% -16,455 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,621 shares; 2024Q4: 3,834 shares; 2025Q1: 4,306 shares; 2025Q2: 4,471 shares; 2025Q3: 5,325 shares; 2025Q4: 5,346 shares; 2026Q1: 5,923 shares 5,923 $812K 0.01% +577 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD 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: not reported; 2026Q1: 73,626 shares 73,626 $808K 0.01% new 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: 63,834 shares; 2024Q4: 54,479 shares; 2025Q1: 51,215 shares; 2025Q2: 38,665 shares; 2025Q3: 38,238 shares; 2025Q4: 29,459 shares; 2026Q1: 31,227 shares 31,227 $808K 0.01% +1,768 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: not reported; 2026Q1: 14,751 shares 14,751 $806K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 61,911 shares; 2025Q1: 63,832 shares; 2025Q2: 72,389 shares; 2025Q3: 73,147 shares; 2025Q4: 29,648 shares; 2026Q1: 51,285 shares 51,285 $803K 0.01% +21,637 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,491 shares; 2024Q4: 36,933 shares; 2025Q1: 4,094 shares; 2025Q2: 4,300 shares; 2025Q3: 4,890 shares; 2025Q4: 4,936 shares; 2026Q1: 5,253 shares 5,253 $802K 0.01% +317 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,236 shares; 2025Q1: 17,162 shares; 2025Q2: 19,820 shares; 2025Q3: 18,902 shares; 2025Q4: 20,066 shares; 2026Q1: 21,781 shares 21,781 $797K 0.01% +1,715 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 11,212 shares; 2025Q3: 19,647 shares; 2025Q4: 26,600 shares; 2026Q1: 30,891 shares 30,891 $793K 0.01% +4,291 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: 12,268 shares; 2024Q4: 12,646 shares; 2025Q1: 11,947 shares; 2025Q2: 13,656 shares; 2025Q3: 13,693 shares; 2025Q4: 19,146 shares; 2026Q1: 28,768 shares 28,768 $786K 0.01% +9,622 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 1,889 shares; 2025Q1: 1,935 shares; 2025Q2: 2,119 shares; 2025Q3: 2,495 shares; 2025Q4: 2,636 shares; 2026Q1: 2,792 shares 2,792 $783K 0.01% +156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,207 shares; 2026Q1: 34,287 shares 34,287 $780K 0.01% +1,080 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,959 shares; 2024Q4: 218,704 shares; 2025Q1: 147,264 shares; 2025Q2: 88,631 shares; 2025Q3: 91,136 shares; 2025Q4: 65,284 shares; 2026Q1: 67,106 shares 67,106 $774K 0.01% +1,822 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: not reported; 2025Q3: 4,691 shares; 2025Q4: 6,347 shares; 2026Q1: 5,917 shares 5,917 $774K 0.01% -430 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,475 shares; 2025Q1: 1,335 shares; 2025Q2: 1,929 shares; 2025Q3: 3,353 shares; 2025Q4: 4,107 shares; 2026Q1: 2,660 shares 2,660 $773K 0.01% -1,447 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,411 shares; 2024Q4: 28,511 shares; 2025Q1: 28,661 shares; 2025Q2: 29,561 shares; 2025Q3: 29,361 shares; 2025Q4: 30,361 shares; 2026Q1: 30,461 shares 30,461 $771K 0.01% +100 Timeline MBS 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: not reported; 2024Q4: not reported; 2025Q1: 55,925 shares; 2025Q2: 63,102 shares; 2025Q3: 79,642 shares; 2025Q4: 89,210 shares; 2026Q1: 88,854 shares 88,854 $769K 0.01% -356 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,948 shares; 2024Q4: 12,867 shares; 2025Q1: 12,985 shares; 2025Q2: 6,387 shares; 2025Q3: 6,166 shares; 2025Q4: 6,063 shares; 2026Q1: 5,994 shares 5,994 $762K 0.01% -69 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,208 shares 23,208 $759K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,558 shares; 2025Q2: 5,055 shares; 2025Q3: 6,217 shares; 2025Q4: 2,180 shares; 2026Q1: 2,669 shares 2,669 $757K 0.01% +489 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,315 shares; 2024Q4: 24,358 shares; 2025Q1: 26,314 shares; 2025Q2: 31,656 shares; 2025Q3: 32,728 shares; 2025Q4: 35,802 shares; 2026Q1: 31,652 shares 31,652 $754K 0.01% -4,150 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 23,072 shares; 2025Q1: 16,696 shares; 2025Q2: 17,111 shares; 2025Q3: 20,111 shares; 2025Q4: 16,123 shares; 2026Q1: 15,503 shares 15,503 $750K 0.01% -620 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,281 shares; 2024Q4: 3,486 shares; 2025Q1: 2,999 shares; 2025Q2: 3,169 shares; 2025Q3: 1,502 shares; 2025Q4: 1,502 shares; 2026Q1: 4,097 shares 4,097 $750K 0.01% +2,595 Timeline LIDR AEYE INC More: the full row for AEYE 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: 411,900 shares; 2025Q4: 470,070 shares; 2026Q1: 413,170 shares 413,170 $748K 0.01% -56,900 Timeline DDFL 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: 52,085 shares; 2025Q4: 53,265 shares; 2026Q1: 36,380 shares 36,380 $747K 0.01% -16,885 Timeline IWF 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: 2,946 shares; 2024Q4: 3,249 shares; 2025Q1: 3,253 shares; 2025Q2: 2,040 shares; 2025Q3: 3,481 shares; 2025Q4: 2,406 shares; 2026Q1: 1,743 shares 1,743 $743K 0.01% -663 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,608 shares; 2024Q4: 7,151 shares; 2025Q1: 7,459 shares; 2025Q2: 8,435 shares; 2025Q3: 9,493 shares; 2025Q4: 10,363 shares; 2026Q1: 10,898 shares 10,898 $731K 0.01% +535 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,134 shares; 2024Q4: 99,218 shares; 2025Q1: 90,765 shares; 2025Q2: 81,163 shares; 2025Q3: 69,351 shares; 2025Q4: 61,480 shares; 2026Q1: 57,918 shares 57,918 $730K 0.01% -3,562 Timeline TOUS 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: 11,343 shares; 2025Q3: 19,217 shares; 2025Q4: 20,948 shares; 2026Q1: 20,948 shares 20,948 $724K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710 shares; 2024Q4: 744 shares; 2025Q1: 746 shares; 2025Q2: 773 shares; 2025Q3: 816 shares; 2025Q4: 818 shares; 2026Q1: 2,429 shares 2,429 $723K 0.01% +1,611 Timeline NUMI 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: 28,962 shares 28,962 $723K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: 1,100 shares; 2025Q1: 1,005 shares; 2025Q2: 969 shares; 2025Q3: 1,182 shares; 2025Q4: 1,191 shares; 2026Q1: 1,188 shares 1,188 $719K 0.01% -3 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: 95,859 shares; 2024Q4: 89,166 shares; 2025Q1: 73,571 shares; 2025Q2: 65,166 shares; 2025Q3: 55,074 shares; 2025Q4: 49,543 shares; 2026Q1: 43,102 shares 43,102 $716K 0.01% -6,441 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,676 shares; 2024Q4: 18,498 shares; 2025Q1: 20,477 shares; 2025Q2: 24,246 shares; 2025Q3: 27,895 shares; 2025Q4: 28,967 shares; 2026Q1: 29,311 shares 29,311 $715K 0.01% +344 Timeline IBTL 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: 21,292 shares; 2024Q4: 22,243 shares; 2025Q1: 24,481 shares; 2025Q2: 28,877 shares; 2025Q3: 32,019 shares; 2025Q4: 34,548 shares; 2026Q1: 35,013 shares 35,013 $714K 0.01% +465 Timeline VV 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: 1,230 shares; 2024Q4: 1,268 shares; 2025Q1: 1,722 shares; 2025Q2: 1,931 shares; 2025Q3: 1,928 shares; 2025Q4: 2,283 shares; 2026Q1: 2,378 shares 2,378 $712K 0.01% +95 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING 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: 63,021 shares; 2026Q1: 38,087 shares 38,087 $710K 0.01% -24,934 Timeline IBTM 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: 25,726 shares; 2025Q3: 28,992 shares; 2025Q4: 30,762 shares; 2026Q1: 30,940 shares 30,940 $709K 0.01% +178 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,522 shares; 2025Q4: 13,517 shares; 2026Q1: 19,023 shares 19,023 $708K 0.01% +5,506 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: 2,291 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,291 shares; 2025Q3: 2,278 shares; 2025Q4: 2,394 shares; 2026Q1: 2,582 shares 2,582 $703K 0.01% +188 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,564 shares 3,564 $702K 0.01% new Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,398 shares 11,398 $700K 0.01% new Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 5,896 shares; 2025Q1: 5,917 shares; 2025Q2: 6,787 shares; 2025Q3: 7,934 shares; 2025Q4: 8,720 shares; 2026Q1: 10,152 shares 10,152 $700K 0.01% +1,432 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 2,148 shares; 2025Q1: 2,607 shares; 2025Q2: 2,938 shares; 2025Q3: 2,570 shares; 2025Q4: 2,771 shares; 2026Q1: 2,942 shares 2,942 $699K 0.01% +171 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: 21,089 shares; 2024Q4: 21,637 shares; 2025Q1: 19,572 shares; 2025Q2: 19,136 shares; 2025Q3: 19,848 shares; 2025Q4: 19,138 shares; 2026Q1: 16,272 shares 16,272 $695K 0.01% -2,866 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,552 shares; 2024Q4: 23,334 shares; 2025Q1: 21,877 shares; 2025Q2: 26,116 shares; 2025Q3: 29,383 shares; 2025Q4: 31,759 shares; 2026Q1: 30,985 shares 30,985 $695K 0.01% -774 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: 4,041 shares; 2024Q4: 4,043 shares; 2025Q1: not reported; 2025Q2: 7,354 shares; 2025Q3: 7,354 shares; 2025Q4: 7,421 shares; 2026Q1: 7,359 shares 7,359 $695K 0.01% -62 Timeline THQ ABRDN HEALTHCARE OPPORTUNITI More: the full row for ABRDN HEALTHCARE OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,239 shares; 2024Q4: 25,219 shares; 2025Q1: 25,219 shares; 2025Q2: 31,729 shares; 2025Q3: 37,686 shares; 2025Q4: 37,686 shares; 2026Q1: 41,301 shares 41,301 $694K 0.01% +3,615 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,193 shares; 2024Q4: 40,988 shares; 2025Q1: 12,919 shares; 2025Q2: 11,950 shares; 2025Q3: 12,457 shares; 2025Q4: 11,280 shares; 2026Q1: 10,548 shares 10,548 $688K 0.01% -732 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,367 shares; 2024Q4: 5,340 shares; 2025Q1: 4,516 shares; 2025Q2: 4,653 shares; 2025Q3: 4,654 shares; 2025Q4: 4,324 shares; 2026Q1: 4,324 shares 4,324 $687K 0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,559 shares; 2024Q4: 2,608 shares; 2025Q1: 2,683 shares; 2025Q2: 2,706 shares; 2025Q3: 4,391 shares; 2025Q4: 4,306 shares; 2026Q1: 4,025 shares 4,025 $684K 0.01% -281 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,808 shares; 2024Q4: 9,808 shares; 2025Q1: 9,808 shares; 2025Q2: 9,808 shares; 2025Q3: 9,808 shares; 2025Q4: 9,808 shares; 2026Q1: 9,808 shares 9,808 $684K 0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,400 shares; 2025Q1: 3,266 shares; 2025Q2: 3,585 shares; 2025Q3: 4,034 shares; 2025Q4: 4,488 shares; 2026Q1: 4,789 shares 4,789 $682K 0.01% +301 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 955 shares; 2025Q1: 396 shares; 2025Q2: 4,235 shares; 2025Q3: 3,535 shares; 2025Q4: 3,535 shares; 2026Q1: 3,535 shares 3,535 $678K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,115 shares; 2025Q3: 9,419 shares; 2025Q4: 9,372 shares; 2026Q1: 9,315 shares 9,315 $678K 0.01% -57 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,610 shares; 2025Q1: 1,679 shares; 2025Q2: 1,639 shares; 2025Q3: 1,708 shares; 2025Q4: 1,623 shares; 2026Q1: 1,909 shares 1,909 $675K 0.01% +286 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,799 shares; 2024Q4: 5,813 shares; 2025Q1: 5,822 shares; 2025Q2: 5,406 shares; 2025Q3: 13,884 shares; 2025Q4: 15,117 shares; 2026Q1: 15,194 shares 15,194 $674K 0.01% +77 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 5,712 shares; 2025Q1: 5,678 shares; 2025Q2: 6,075 shares; 2025Q3: 5,062 shares; 2025Q4: 5,837 shares; 2026Q1: 4,598 shares 4,598 $672K 0.01% -1,239 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 6,131 shares; 2025Q2: 5,772 shares; 2025Q3: 6,133 shares; 2025Q4: 6,286 shares; 2026Q1: 5,444 shares 5,444 $671K 0.01% -842 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares; 2026Q1: 1,634 shares 1,634 $666K 0.01% -5 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,017 shares; 2024Q4: 12,287 shares; 2025Q1: 12,171 shares; 2025Q2: 12,982 shares; 2025Q3: 15,445 shares; 2025Q4: 17,099 shares; 2026Q1: 18,748 shares 18,748 $665K 0.01% +1,649 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 4,568 shares; 2025Q3: 7,238 shares; 2025Q4: 7,510 shares; 2026Q1: 7,401 shares 7,401 $663K 0.01% -109 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,629 shares; 2024Q4: 4,641 shares; 2025Q1: 4,759 shares; 2025Q2: 4,382 shares; 2025Q3: 4,803 shares; 2025Q4: 2,408 shares; 2026Q1: 5,058 shares 5,058 $663K 0.01% +2,650 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,235 shares; 2024Q4: 24,202 shares; 2025Q1: 15,563 shares; 2025Q2: 14,481 shares; 2025Q3: 11,150 shares; 2025Q4: 14,855 shares; 2026Q1: 11,013 shares 11,013 $663K 0.01% -3,842 Timeline STK COLUMBIA SELIGM PREM TECH GR More: the full row for COLUMBIA SELIGM PREM TECH GR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,475 shares; 2025Q4: 17,214 shares; 2026Q1: 17,315 shares 17,315 $657K 0.01% +101 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 6,596 shares; 2025Q1: 5,144 shares; 2025Q2: 5,144 shares; 2025Q3: 6,320 shares; 2025Q4: 7,878 shares; 2026Q1: 8,246 shares 8,246 $656K 0.01% +368 Timeline FLMB 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: not reported; 2025Q4: not reported; 2026Q1: 27,740 shares 27,740 $655K 0.01% new 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: 3,901 shares; 2024Q4: 3,275 shares; 2025Q1: 3,266 shares; 2025Q2: 3,261 shares; 2025Q3: 2,966 shares; 2025Q4: 2,756 shares; 2026Q1: 2,654 shares 2,654 $650K 0.01% -102 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,211 shares; 2025Q2: 17,450 shares; 2025Q3: 22,371 shares; 2025Q4: 22,234 shares; 2026Q1: 23,861 shares 23,861 $648K 0.01% +1,627 Timeline WDFC WD 40 CO More: the full row for WD 40 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: 3,264 shares; 2025Q4: 3,188 shares; 2026Q1: 3,178 shares 3,178 $648K 0.01% -10 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: 5,541 shares 5,541 $642K 0.01% new Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,521 shares; 2024Q4: 21,137 shares; 2025Q1: 23,869 shares; 2025Q2: 9,434 shares; 2025Q3: 15,378 shares; 2025Q4: 16,003 shares; 2026Q1: 15,895 shares 15,895 $641K 0.01% -108 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,134 shares; 2025Q4: 2,065 shares; 2026Q1: 2,401 shares 2,401 $641K 0.01% +336 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,441 shares; 2025Q3: 14,485 shares; 2025Q4: 14,485 shares; 2026Q1: 15,510 shares 15,510 $640K 0.01% +1,025 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,075 shares; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 2,492 shares; 2025Q4: 2,631 shares; 2026Q1: 2,549 shares 2,549 $635K 0.01% -82 Timeline EALT 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: 19,574 shares; 2025Q3: 20,109 shares; 2025Q4: 20,278 shares; 2026Q1: 18,821 shares 18,821 $632K 0.01% -1,457 Timeline CPAC CEMENTOS PACASMAYO S A A More: the full row for CEMENTOS PACASMAYO S A A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,041 shares; 2025Q4: 63,531 shares; 2026Q1: 63,194 shares 63,194 $632K 0.01% -337 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,324 shares; 2024Q4: 19,168 shares; 2025Q1: 6,032 shares; 2025Q2: 6,753 shares; 2025Q3: 7,654 shares; 2025Q4: 7,759 shares; 2026Q1: 7,882 shares 7,882 $631K 0.01% +123 Timeline OSEA 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: 21,779 shares 21,779 $630K 0.01% new Timeline WCMI 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: 14,421 shares; 2025Q1: 21,327 shares; 2025Q2: 20,760 shares; 2025Q3: 23,688 shares; 2025Q4: 25,246 shares; 2026Q1: 37,543 shares 37,543 $630K 0.01% +12,297 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,339 shares; 2024Q4: 15,909 shares; 2025Q1: 8,279 shares; 2025Q2: 11,650 shares; 2025Q3: 11,662 shares; 2025Q4: 11,680 shares; 2026Q1: 11,524 shares 11,524 $629K 0.01% -156 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: 2,784 shares; 2026Q1: 2,320 shares 2,320 $628K 0.01% -464 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,015 shares; 2025Q2: 7,045 shares; 2025Q3: 8,909 shares; 2025Q4: 9,621 shares; 2026Q1: 9,582 shares 9,582 $627K 0.01% -39 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,842 shares; 2025Q3: 4,335 shares; 2025Q4: 894 shares; 2026Q1: 1,587 shares 1,587 $626K 0.01% +693 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 968,228 shares; 2024Q4: 947,463 shares; 2025Q1: 1,170,557 shares; 2025Q2: 14,510 shares; 2025Q3: 13,997 shares; 2025Q4: 13,508 shares; 2026Q1: 12,862 shares 12,862 $623K 0.01% -646 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,139 shares; 2024Q4: 14,139 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,139 shares; 2025Q4: 14,139 shares; 2026Q1: 14,139 shares 14,139 $622K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,932 shares; 2025Q3: 4,935 shares; 2025Q4: 11,718 shares; 2026Q1: 13,225 shares 13,225 $621K 0.01% +1,507 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,975 shares; 2026Q1: 25,423 shares 25,423 $621K 0.01% +9,448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,251 shares; 2025Q3: 1,246 shares; 2025Q4: 2,666 shares; 2026Q1: 2,417 shares 2,417 $615K 0.01% -249 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: 6,882 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,343 shares; 2025Q4: 3,151 shares; 2026Q1: 6,198 shares 6,198 $614K 0.01% +3,047 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,974 shares; 2025Q4: 3,996 shares; 2026Q1: 5,520 shares 5,520 $613K 0.01% +1,524 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: 995 shares; 2024Q4: 1,017 shares; 2025Q1: 1,213 shares; 2025Q2: 1,237 shares; 2025Q3: 1,232 shares; 2025Q4: 1,238 shares; 2026Q1: 1,249 shares 1,249 $613K 0.01% +11 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,895 shares; 2024Q4: 6,042 shares; 2025Q1: 6,393 shares; 2025Q2: 6,385 shares; 2025Q3: 6,544 shares; 2025Q4: 6,675 shares; 2026Q1: 11,793 shares 11,793 $612K 0.01% +5,118 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,142 shares; 2025Q4: 5,208 shares; 2026Q1: 6,052 shares 6,052 $606K 0.01% +844 Timeline IWO 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: 1,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,808 shares; 2026Q1: 1,926 shares 1,926 $604K 0.01% +118 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: 898 shares; 2024Q4: 961 shares; 2025Q1: 1,111 shares; 2025Q2: 1,181 shares; 2025Q3: 1,913 shares; 2025Q4: 1,782 shares; 2026Q1: 1,767 shares 1,767 $604K 0.01% -15 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,617 shares; 2025Q2: 5,834 shares; 2025Q3: 6,112 shares; 2025Q4: 7,644 shares; 2026Q1: 10,404 shares 10,404 $601K 0.01% +2,760 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: 24,231 shares; 2024Q4: 23,287 shares; 2025Q1: 25,435 shares; 2025Q2: 26,329 shares; 2025Q3: 29,272 shares; 2025Q4: 29,478 shares; 2026Q1: 29,975 shares 29,975 $601K 0.01% +497 Timeline ERC ALLSPRING MULTI SECTOR INCOM More: the full row for ALLSPRING MULTI SECTOR INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,425 shares; 2024Q4: 130,646 shares; 2025Q1: 115,924 shares; 2025Q2: 85,854 shares; 2025Q3: 76,970 shares; 2025Q4: 66,369 shares; 2026Q1: 66,251 shares 66,251 $597K 0.01% -118 Timeline FDIS 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: 4,932 shares; 2025Q1: 4,919 shares; 2025Q2: 4,033 shares; 2025Q3: 4,349 shares; 2025Q4: 8,254 shares; 2026Q1: 6,388 shares 6,388 $596K 0.01% -1,866 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 2,385 shares; 2025Q3: 1,882 shares; 2025Q4: 1,696 shares; 2026Q1: 1,751 shares 1,751 $595K 0.01% +55 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,538 shares; 2025Q1: 1,350 shares; 2025Q2: 1,438 shares; 2025Q3: 1,739 shares; 2025Q4: 1,907 shares; 2026Q1: 1,827 shares 1,827 $594K 0.01% -80 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,449 shares; 2025Q1: 17,176 shares; 2025Q2: 16,141 shares; 2025Q3: 16,822 shares; 2025Q4: 16,565 shares; 2026Q1: 17,053 shares 17,053 $593K 0.01% +488 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,232 shares; 2024Q4: 9,280 shares; 2025Q1: 7,158 shares; 2025Q2: 8,778 shares; 2025Q3: 10,093 shares; 2025Q4: 9,731 shares; 2026Q1: 17,823 shares 17,823 $591K 0.01% +8,092 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,806 shares; 2025Q2: 8,063 shares; 2025Q3: 9,100 shares; 2025Q4: 9,030 shares; 2026Q1: 8,978 shares 8,978 $588K 0.01% -52 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: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 9,731 shares; 2025Q2: 10,747 shares; 2025Q3: 10,022 shares; 2025Q4: 9,188 shares; 2026Q1: 8,111 shares 8,111 $587K 0.01% -1,077 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,749 shares; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 2,798 shares; 2026Q1: 3,894 shares 3,894 $585K 0.01% +1,096 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,866 shares 10,866 $584K 0.01% new Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,997 shares 1,997 $584K 0.01% new Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 8,099 shares; 2025Q1: 7,564 shares; 2025Q2: 8,621 shares; 2025Q3: 10,450 shares; 2025Q4: 10,985 shares; 2026Q1: 11,827 shares 11,827 $582K 0.01% +842 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 13,408 shares; 2025Q1: 5,313 shares; 2025Q2: not reported; 2025Q3: 5,313 shares; 2025Q4: 7,397 shares; 2026Q1: 7,810 shares 7,810 $582K 0.01% +413 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: 24,434 shares; 2024Q4: 41,425 shares; 2025Q1: 41,425 shares; 2025Q2: 41,425 shares; 2025Q3: 51,121 shares; 2025Q4: 51,763 shares; 2026Q1: 51,763 shares 51,763 $581K 0.01% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,353 shares; 2024Q4: 118,367 shares; 2025Q1: 107,011 shares; 2025Q2: 80,837 shares; 2025Q3: 70,909 shares; 2025Q4: 61,006 shares; 2026Q1: 61,246 shares 61,246 $579K 0.01% +240 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,729 shares; 2024Q4: 239,057 shares; 2025Q1: 217,035 shares; 2025Q2: 167,553 shares; 2025Q3: 151,740 shares; 2025Q4: 130,650 shares; 2026Q1: 124,963 shares 124,963 $579K 0.01% -5,687 Timeline DCOM DIME COML BANCSHARES INC More: the full row for DIME COML BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,096 shares 17,096 $578K 0.01% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,559 shares; 2024Q4: 91,573 shares; 2025Q1: 7,563 shares; 2025Q2: 6,821 shares; 2025Q3: 6,578 shares; 2025Q4: 7,229 shares; 2026Q1: 7,017 shares 7,017 $575K 0.01% -212 Timeline WWJD 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: not reported; 2024Q4: not reported; 2025Q1: 14,190 shares; 2025Q2: 16,168 shares; 2025Q3: 16,501 shares; 2025Q4: 17,125 shares; 2026Q1: 15,338 shares 15,338 $573K 0.01% -1,787 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,937 shares; 2025Q1: 11,197 shares; 2025Q2: 11,197 shares; 2025Q3: 11,197 shares; 2025Q4: 10,897 shares; 2026Q1: 10,922 shares 10,922 $573K 0.01% +25 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,248 shares; 2024Q4: 35,171 shares; 2025Q1: 34,462 shares; 2025Q2: 33,305 shares; 2025Q3: 32,993 shares; 2025Q4: 33,140 shares; 2026Q1: 33,195 shares 33,195 $572K 0.01% +55 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: not reported; 2026Q1: 3,018 shares 3,018 $572K 0.01% new Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,517 shares; 2024Q4: 26,910 shares; 2025Q1: 25,824 shares; 2025Q2: 23,602 shares; 2025Q3: 22,481 shares; 2025Q4: 18,715 shares; 2026Q1: 17,765 shares 17,765 $572K 0.01% -950 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,576 shares; 2024Q4: 5,120 shares; 2025Q1: 4,737 shares; 2025Q2: 5,307 shares; 2025Q3: 7,639 shares; 2025Q4: 8,515 shares; 2026Q1: 9,743 shares 9,743 $572K 0.01% +1,228 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: 3,166 shares; 2025Q3: 3,247 shares; 2025Q4: 3,218 shares; 2026Q1: 3,530 shares 3,530 $571K 0.01% +312 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,135 shares; 2024Q4: 10,137 shares; 2025Q1: 10,469 shares; 2025Q2: 8,971 shares; 2025Q3: 10,592 shares; 2025Q4: 5,721 shares; 2026Q1: 2,337 shares 2,337 $568K 0.01% -3,384 Timeline FAX ABRDN ASIA PACIFIC INCOME FU More: the full row for ABRDN ASIA PACIFIC INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,351 shares; 2024Q4: 69,743 shares; 2025Q1: 67,967 shares; 2025Q2: 48,999 shares; 2025Q3: 43,514 shares; 2025Q4: 37,313 shares; 2026Q1: 38,866 shares 38,866 $560K 0.01% +1,553 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,374 shares; 2026Q1: 26,840 shares 26,840 $560K 0.01% +466 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,168 shares; 2025Q1: not reported; 2025Q2: 8,642 shares; 2025Q3: 9,304 shares; 2025Q4: 12,894 shares; 2026Q1: 19,475 shares 19,475 $560K 0.01% +6,581 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,547 shares; 2024Q4: 11,769 shares; 2025Q1: 11,884 shares; 2025Q2: 11,722 shares; 2025Q3: 12,274 shares; 2025Q4: 6,762 shares; 2026Q1: 6,978 shares 6,978 $559K 0.01% +216 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,808 shares; 2024Q4: 9,361 shares; 2025Q1: 10,638 shares; 2025Q2: 12,848 shares; 2025Q3: 14,968 shares; 2025Q4: 16,629 shares; 2026Q1: 6,679 shares 6,679 $554K 0.01% -9,950 Timeline BANR BANNER CORP More: the full row for BANNER 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: 9,107 shares 9,107 $553K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,619 shares; 2026Q1: 4,958 shares 4,958 $552K 0.01% -661 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 3,589 shares; 2026Q1: 3,813 shares 3,813 $552K 0.01% +224 Timeline FFLG 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: 19,472 shares; 2024Q4: 18,972 shares; 2025Q1: 18,972 shares; 2025Q2: 19,518 shares; 2025Q3: 19,464 shares; 2025Q4: 19,473 shares; 2026Q1: 19,846 shares 19,846 $552K 0.01% +373 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: 3,875 shares; 2024Q4: 4,632 shares; 2025Q1: 5,713 shares; 2025Q2: 6,433 shares; 2025Q3: 7,517 shares; 2025Q4: 7,888 shares; 2026Q1: 7,747 shares 7,747 $551K 0.01% -141 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 4,309 shares; 2025Q4: 5,863 shares; 2026Q1: 6,816 shares 6,816 $551K 0.01% +953 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,169 shares; 2024Q4: 6,174 shares; 2025Q1: 5,596 shares; 2025Q2: 5,599 shares; 2025Q3: 5,537 shares; 2025Q4: 5,540 shares; 2026Q1: 5,546 shares 5,546 $548K 0.01% +6 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,534 shares; 2025Q3: 10,417 shares; 2025Q4: 7,900 shares; 2026Q1: 7,767 shares 7,767 $548K 0.01% -133 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,072 shares; 2025Q4: 3,329 shares; 2026Q1: 3,592 shares 3,592 $547K 0.01% +263 Timeline XLGIX LAZARD GLOBAL TOTAL RETURN & More: the full row for LAZARD GLOBAL TOTAL RETURN & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,958 shares; 2024Q4: 69,085 shares; 2025Q1: 66,124 shares; 2025Q2: 53,848 shares; 2025Q3: 43,259 shares; 2025Q4: 37,190 shares; 2026Q1: 33,971 shares 33,971 $547K 0.01% -3,219 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,385 shares; 2025Q3: 15,385 shares; 2025Q4: 14,937 shares; 2026Q1: 13,437 shares 13,437 $545K 0.01% -1,500 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 8,516 shares; 2025Q1: 11,038 shares; 2025Q2: 12,316 shares; 2025Q3: 14,368 shares; 2025Q4: 26,215 shares; 2026Q1: 16,358 shares 16,358 $541K 0.01% -9,857 Timeline VNQ 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: 4,353 shares; 2024Q4: 4,379 shares; 2025Q1: 4,247 shares; 2025Q2: 4,269 shares; 2025Q3: 4,164 shares; 2025Q4: 5,858 shares; 2026Q1: 6,065 shares 6,065 $538K 0.01% +207 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,703 shares; 2025Q1: 1,643 shares; 2025Q2: 1,644 shares; 2025Q3: 1,642 shares; 2025Q4: 1,643 shares; 2026Q1: 1,643 shares 1,643 $537K 0.01% 0 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,356 shares; 2024Q4: 46,887 shares; 2025Q1: 41,220 shares; 2025Q2: 33,713 shares; 2025Q3: 26,577 shares; 2025Q4: 22,869 shares; 2026Q1: 20,012 shares 20,012 $533K 0.01% -2,857 Timeline ITOT 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: 1,828 shares; 2024Q4: 1,839 shares; 2025Q1: 2,342 shares; 2025Q2: 3,586 shares; 2025Q3: 3,927 shares; 2025Q4: 3,810 shares; 2026Q1: 3,738 shares 3,738 $532K 0.01% -72 Timeline DDFN 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: 69,575 shares; 2026Q1: 27,957 shares 27,957 $531K 0.01% -41,618 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,372 shares; 2024Q4: 7,266 shares; 2025Q1: 7,984 shares; 2025Q2: 9,103 shares; 2025Q3: 10,404 shares; 2025Q4: 10,982 shares; 2026Q1: 11,568 shares 11,568 $531K 0.01% +586 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: 4,642 shares; 2024Q4: 5,319 shares; 2025Q1: 6,388 shares; 2025Q2: 1,176 shares; 2025Q3: 1,963 shares; 2025Q4: 7,081 shares; 2026Q1: 3,453 shares 3,453 $529K 0.01% -3,628 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 10,013 shares; 2025Q1: 8,145 shares; 2025Q2: 8,836 shares; 2025Q3: 10,348 shares; 2025Q4: 9,925 shares; 2026Q1: 7,638 shares 7,638 $528K 0.01% -2,287 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,053 shares; 2024Q4: 157,689 shares; 2025Q1: 122,569 shares; 2025Q2: 109,511 shares; 2025Q3: 89,832 shares; 2025Q4: 77,735 shares; 2026Q1: 72,587 shares 72,587 $528K 0.01% -5,148 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,985 shares; 2025Q3: 29,171 shares; 2025Q4: 34,961 shares; 2026Q1: 46,845 shares 46,845 $528K 0.01% +11,884 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,097 shares; 2026Q1: 42,971 shares 42,971 $527K 0.01% +2,874 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,571 shares; 2025Q1: 1,510 shares; 2025Q2: 2,079 shares; 2025Q3: 1,073 shares; 2025Q4: 1,620 shares; 2026Q1: 4,055 shares 4,055 $527K 0.01% +2,435 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,721 shares; 2024Q4: 66,740 shares; 2025Q1: 89,784 shares; 2025Q2: 63,916 shares; 2025Q3: 62,046 shares; 2025Q4: 42,823 shares; 2026Q1: 5,776 shares 5,776 $526K 0.01% -37,047 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,518 shares; 2025Q4: 2,081 shares; 2026Q1: 2,520 shares 2,520 $520K 0.01% +439 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,421 shares; 2025Q1: 776 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,506 shares; 2026Q1: 1,397 shares 1,397 $518K 0.01% -109 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,401 shares; 2024Q4: 2,538 shares; 2025Q1: 2,307 shares; 2025Q2: 2,406 shares; 2025Q3: 2,875 shares; 2025Q4: 2,768 shares; 2026Q1: 2,608 shares 2,608 $517K 0.01% -160 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 2,394 shares 2,394 $517K 0.01% +1,313 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,856 shares; 2024Q4: 13,108 shares; 2025Q1: 13,838 shares; 2025Q2: 12,947 shares; 2025Q3: 13,668 shares; 2025Q4: 13,497 shares; 2026Q1: 11,492 shares 11,492 $515K 0.01% -2,005 Timeline RUSC RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,153 shares; 2025Q3: 15,678 shares; 2025Q4: 15,707 shares; 2026Q1: 16,085 shares 16,085 $514K 0.01% +378 Timeline NEXN NEXXEN INTL LTD More: the full row for NEXXEN INTL 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: 39,814 shares; 2025Q4: 41,680 shares; 2026Q1: 78,776 shares 78,776 $514K 0.01% +37,096 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 7,740 shares; 2025Q1: 7,741 shares; 2025Q2: 7,741 shares; 2025Q3: 7,740 shares; 2025Q4: 7,893 shares; 2026Q1: 7,895 shares 7,895 $513K 0.01% +2 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 2,067 shares; 2026Q1: 2,862 shares 2,862 $512K 0.01% +795 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,366 shares; 2024Q4: 10,379 shares; 2025Q1: 10,734 shares; 2025Q2: 10,292 shares; 2025Q3: 17,253 shares; 2025Q4: 26,252 shares; 2026Q1: 24,883 shares 24,883 $512K 0.01% -1,369 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: 47,381 shares; 2024Q4: 44,440 shares; 2025Q1: 20,817 shares; 2025Q2: 5,662 shares; 2025Q3: 5,142 shares; 2025Q4: 4,490 shares; 2026Q1: 5,234 shares 5,234 $511K 0.01% +744 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: 9,390 shares; 2024Q4: 7,763 shares; 2025Q1: 8,226 shares; 2025Q2: 12,133 shares; 2025Q3: 11,945 shares; 2025Q4: 12,061 shares; 2026Q1: 9,990 shares 9,990 $510K 0.01% -2,071 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,558 shares; 2025Q1: 7,758 shares; 2025Q2: 7,173 shares; 2025Q3: 2,435 shares; 2025Q4: 1,869 shares; 2026Q1: 2,016 shares 2,016 $505K 0.01% +147 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,473 shares 19,473 $504K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,464 shares; 2024Q4: 3,934 shares; 2025Q1: 4,293 shares; 2025Q2: 4,478 shares; 2025Q3: 5,638 shares; 2025Q4: 6,170 shares; 2026Q1: 5,732 shares 5,732 $499K <0.01% -438 Timeline YELP YELP INC More: the full row for YELP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,661 shares; 2025Q4: 11,323 shares; 2026Q1: 20,121 shares 20,121 $498K <0.01% +8,798 Timeline