AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,005 shares; 2024Q4: 3,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,568 shares; 2026Q1: 6,610 shares 6,610 $497K <0.01% +4,042 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,005 shares; 2024Q4: 6,067 shares; 2025Q1: 5,946 shares; 2025Q2: 6,647 shares; 2025Q3: 5,199 shares; 2025Q4: 5,659 shares; 2026Q1: 6,722 shares 6,722 $497K <0.01% +1,063 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 8,492 shares; 2025Q1: 7,415 shares; 2025Q2: 7,012 shares; 2025Q3: 7,657 shares; 2025Q4: 9,960 shares; 2026Q1: 7,797 shares 7,797 $496K <0.01% -2,163 Timeline NTZ NATUZZI S P A More: the full row for NATUZZI S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,062 shares; 2024Q4: 131,050 shares; 2025Q1: 139,650 shares; 2025Q2: 178,000 shares; 2025Q3: 161,600 shares; 2025Q4: 162,614 shares; 2026Q1: 162,614 shares 162,614 $496K <0.01% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,199 shares; 2024Q4: 10,481 shares; 2025Q1: 10,479 shares; 2025Q2: 11,479 shares; 2025Q3: 11,548 shares; 2025Q4: 11,459 shares; 2026Q1: 11,390 shares 11,390 $490K <0.01% -69 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,361 shares; 2025Q1: 5,669 shares; 2025Q2: 5,854 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,315 shares 5,315 $490K <0.01% -35 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,642 shares; 2025Q1: not reported; 2025Q2: 2,502 shares; 2025Q3: 2,882 shares; 2025Q4: 3,673 shares; 2026Q1: 3,368 shares 3,368 $489K <0.01% -305 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,274 shares; 2025Q3: 3,222 shares; 2025Q4: 3,814 shares; 2026Q1: 3,049 shares 3,049 $489K <0.01% -765 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,210 shares; 2024Q4: 6,353 shares; 2025Q1: 6,417 shares; 2025Q2: 7,126 shares; 2025Q3: 7,980 shares; 2025Q4: 5,483 shares; 2026Q1: 2,954 shares 2,954 $483K <0.01% -2,529 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares 885 $482K <0.01% new Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,178 shares; 2025Q4: 13,391 shares; 2026Q1: 13,391 shares 13,391 $480K <0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 1,544 shares; 2025Q2: 1,577 shares; 2025Q3: 1,970 shares; 2025Q4: 2,371 shares; 2026Q1: 2,716 shares 2,716 $480K <0.01% +345 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,073 shares; 2024Q4: 12,615 shares; 2025Q1: 14,639 shares; 2025Q2: 18,792 shares; 2025Q3: 26,096 shares; 2025Q4: 24,770 shares; 2026Q1: 30,280 shares 30,280 $476K <0.01% +5,510 Timeline ALHC ALIGNMENT HEALTHCARE INC More: the full row for ALIGNMENT HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,930 shares 26,930 $474K <0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,423 shares; 2024Q4: 12,524 shares; 2025Q1: 18,912 shares; 2025Q2: 21,174 shares; 2025Q3: 22,546 shares; 2025Q4: 21,717 shares; 2026Q1: 5,396 shares 5,396 $474K <0.01% -16,321 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,941 shares; 2025Q2: 9,941 shares; 2025Q3: 9,941 shares; 2025Q4: 9,941 shares; 2026Q1: 9,676 shares 9,676 $474K <0.01% -265 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,929 shares; 2025Q1: 5,725 shares; 2025Q2: 5,762 shares; 2025Q3: 5,078 shares; 2025Q4: 5,463 shares; 2026Q1: 5,734 shares 5,734 $473K <0.01% +271 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,731 shares; 2025Q1: 2,091 shares; 2025Q2: 2,186 shares; 2025Q3: 2,905 shares; 2025Q4: 2,896 shares; 2026Q1: 3,710 shares 3,710 $472K <0.01% +814 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,507 shares; 2024Q4: 76,029 shares; 2025Q1: 74,592 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,988 shares 19,988 $472K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,885 shares; 2025Q4: 11,850 shares; 2026Q1: 13,207 shares 13,207 $472K <0.01% +1,357 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,102 shares; 2025Q1: 3,152 shares; 2025Q2: 3,312 shares; 2025Q3: 4,012 shares; 2025Q4: 3,445 shares; 2026Q1: 3,888 shares 3,888 $470K <0.01% +443 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,510 shares; 2026Q1: 9,720 shares 9,720 $468K <0.01% +3,210 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,285 shares 19,285 $467K <0.01% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,204 shares 8,204 $466K <0.01% new Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,454 shares; 2025Q4: 4,093 shares; 2026Q1: 7,241 shares 7,241 $465K <0.01% +3,148 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,645 shares 52,645 $460K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,500 shares; 2025Q1: 2,525 shares; 2025Q2: 2,626 shares; 2025Q3: 2,644 shares; 2025Q4: 2,620 shares; 2026Q1: 2,519 shares 2,519 $459K <0.01% -101 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,784 shares; 2024Q4: 5,067 shares; 2025Q1: 5,056 shares; 2025Q2: 5,161 shares; 2025Q3: 4,643 shares; 2025Q4: 4,595 shares; 2026Q1: 4,605 shares 4,605 $458K <0.01% +10 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,607 shares; 2025Q1: 10,491 shares; 2025Q2: 9,995 shares; 2025Q3: 11,477 shares; 2025Q4: 11,751 shares; 2026Q1: 11,617 shares 11,617 $458K <0.01% -134 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,354 shares; 2025Q3: 5,501 shares; 2025Q4: 5,438 shares; 2026Q1: 7,722 shares 7,722 $455K <0.01% +2,284 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,221 shares; 2024Q4: 11,188 shares; 2025Q1: 12,658 shares; 2025Q2: 13,888 shares; 2025Q3: 15,934 shares; 2025Q4: 4,138 shares; 2026Q1: 5,471 shares 5,471 $450K <0.01% +1,333 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,615 shares; 2024Q4: 10,557 shares; 2025Q1: 9,791 shares; 2025Q2: 10,368 shares; 2025Q3: 12,271 shares; 2025Q4: 12,824 shares; 2026Q1: 13,359 shares 13,359 $450K <0.01% +535 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,699 shares; 2026Q1: 11,254 shares 11,254 $449K <0.01% +5,555 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 18,345 shares; 2025Q4: 20,634 shares; 2026Q1: 24,325 shares 24,325 $447K <0.01% +3,691 Timeline IWD 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: 1,599 shares; 2024Q4: 1,407 shares; 2025Q1: 1,403 shares; 2025Q2: 1,621 shares; 2025Q3: 4,250 shares; 2025Q4: 1,840 shares; 2026Q1: 2,089 shares 2,089 $447K <0.01% +249 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,954 shares; 2024Q4: 2,571 shares; 2025Q1: 2,658 shares; 2025Q2: 3,028 shares; 2025Q3: 3,103 shares; 2025Q4: 2,730 shares; 2026Q1: 1,864 shares 1,864 $446K <0.01% -866 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,414 shares; 2026Q1: 8,702 shares 8,702 $446K <0.01% +1,288 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,999 shares; 2025Q3: 18,978 shares; 2025Q4: 18,091 shares; 2026Q1: 20,554 shares 20,554 $445K <0.01% +2,463 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,631 shares; 2024Q4: 20,571 shares; 2025Q1: 17,051 shares; 2025Q2: 17,062 shares; 2025Q3: 17,055 shares; 2025Q4: 15,407 shares; 2026Q1: 15,307 shares 15,307 $445K <0.01% -100 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,481 shares; 2024Q4: 158,994 shares; 2025Q1: 170,827 shares; 2025Q2: 164,776 shares; 2025Q3: 143,164 shares; 2025Q4: 146,789 shares; 2026Q1: 144,652 shares 144,652 $444K <0.01% -2,137 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: 6,261 shares; 2025Q1: 8,047 shares; 2025Q2: 8,633 shares; 2025Q3: 2,755 shares; 2025Q4: 3,591 shares; 2026Q1: 3,746 shares 3,746 $442K <0.01% +155 Timeline FFSM 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: 10,747 shares; 2025Q1: 11,481 shares; 2025Q2: 13,202 shares; 2025Q3: 13,059 shares; 2025Q4: 12,914 shares; 2026Q1: 13,823 shares 13,823 $442K <0.01% +909 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,348 shares 12,348 $441K <0.01% new Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,957 shares; 2024Q4: 28,688 shares; 2025Q1: 31,547 shares; 2025Q2: 54,889 shares; 2025Q3: 59,817 shares; 2025Q4: 71,687 shares; 2026Q1: 19,337 shares 19,337 $439K <0.01% -52,350 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,074 shares; 2025Q3: 3,082 shares; 2025Q4: 3,108 shares; 2026Q1: 3,236 shares 3,236 $438K <0.01% +128 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,996 shares; 2025Q4: 5,389 shares; 2026Q1: 5,627 shares 5,627 $436K <0.01% +238 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,189 shares; 2026Q1: 11,057 shares 11,057 $434K <0.01% +1,868 Timeline IBD 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: 14,604 shares; 2025Q2: 15,860 shares; 2025Q3: 15,860 shares; 2025Q4: 15,860 shares; 2026Q1: 18,200 shares 18,200 $434K <0.01% +2,340 Timeline FUMB 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: 13,728 shares; 2024Q4: 13,958 shares; 2025Q1: not reported; 2025Q2: 12,401 shares; 2025Q3: 12,672 shares; 2025Q4: 14,942 shares; 2026Q1: 21,535 shares 21,535 $432K <0.01% +6,593 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,111 shares; 2025Q4: 16,478 shares; 2026Q1: 22,760 shares 22,760 $428K <0.01% +6,282 Timeline CARY 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: 13,611 shares; 2024Q4: 14,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,704 shares; 2025Q4: 19,624 shares; 2026Q1: 20,511 shares 20,511 $426K <0.01% +887 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,818 shares; 2024Q4: 22,134 shares; 2025Q1: 23,152 shares; 2025Q2: 9,582 shares; 2025Q3: 9,104 shares; 2025Q4: 4,851 shares; 2026Q1: 3,499 shares 3,499 $424K <0.01% -1,352 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,258 shares; 2024Q4: 126,363 shares; 2025Q1: 96,566 shares; 2025Q2: 111,771 shares; 2025Q3: 93,862 shares; 2025Q4: 85,821 shares; 2026Q1: 81,675 shares 81,675 $422K <0.01% -4,146 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,348 shares; 2025Q2: 14,602 shares; 2025Q3: 14,253 shares; 2025Q4: 13,918 shares; 2026Q1: 9,862 shares 9,862 $419K <0.01% -4,056 Timeline FTQI 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: 21,040 shares 21,040 $419K <0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,420 shares; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,000 shares; 2026Q1: 1,027 shares 1,027 $418K <0.01% +27 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,564 shares; 2024Q4: 4,104 shares; 2025Q1: 4,320 shares; 2025Q2: 5,255 shares; 2025Q3: 4,008 shares; 2025Q4: 4,170 shares; 2026Q1: 4,409 shares 4,409 $418K <0.01% +239 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,888 shares 9,888 $417K <0.01% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,411 shares; 2024Q4: 13,186 shares; 2025Q1: 9,904 shares; 2025Q2: 9,904 shares; 2025Q3: 9,884 shares; 2025Q4: 9,785 shares; 2026Q1: 9,324 shares 9,324 $416K <0.01% -461 Timeline BBAR BANCO BBVA ARGENTINA S A More: the full row for BANCO BBVA ARGENTINA S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,289 shares; 2024Q4: 26,457 shares; 2025Q1: 18,289 shares; 2025Q2: 18,268 shares; 2025Q3: 26,071 shares; 2025Q4: 24,330 shares; 2026Q1: 25,832 shares 25,832 $415K <0.01% +1,502 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,464 shares; 2024Q4: 8,472 shares; 2025Q1: 9,471 shares; 2025Q2: 1,637 shares; 2025Q3: 1,519 shares; 2025Q4: 1,593 shares; 2026Q1: 1,465 shares 1,465 $414K <0.01% -128 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,418 shares; 2024Q4: 9,415 shares; 2025Q1: 5,717 shares; 2025Q2: 5,680 shares; 2025Q3: 9,101 shares; 2025Q4: 9,662 shares; 2026Q1: 9,494 shares 9,494 $410K <0.01% -168 Timeline ABEV AMBEV SA More: the full row for AMBEV 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: 22,607 shares; 2025Q3: 74,274 shares; 2025Q4: 100,382 shares; 2026Q1: 138,870 shares 138,870 $405K <0.01% +38,488 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,157 shares; 2025Q2: 5,233 shares; 2025Q3: 8,372 shares; 2025Q4: 9,339 shares; 2026Q1: 8,300 shares 8,300 $398K <0.01% -1,039 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,632 shares; 2024Q4: not reported; 2025Q1: 17,278 shares; 2025Q2: 20,841 shares; 2025Q3: 22,503 shares; 2025Q4: 22,503 shares; 2026Q1: 21,751 shares 21,751 $398K <0.01% -752 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,471 shares; 2024Q4: 8,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,972 shares; 2026Q1: 5,484 shares 5,484 $398K <0.01% +1,512 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,370 shares; 2026Q1: 22,598 shares 22,598 $397K <0.01% +2,228 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,533 shares; 2025Q4: 13,050 shares; 2026Q1: 12,974 shares 12,974 $396K <0.01% -76 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,933 shares; 2025Q2: 13,407 shares; 2025Q3: 14,678 shares; 2025Q4: 15,307 shares; 2026Q1: 13,290 shares 13,290 $396K <0.01% -2,017 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,730 shares; 2025Q4: 28,353 shares; 2026Q1: 28,688 shares 28,688 $396K <0.01% +335 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,585 shares; 2024Q4: 22,699 shares; 2025Q1: 20,438 shares; 2025Q2: 20,688 shares; 2025Q3: 20,579 shares; 2025Q4: 19,369 shares; 2026Q1: 4,100 shares 4,100 $395K <0.01% -15,269 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,989 shares 4,989 $395K <0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,146 shares; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,437 shares; 2025Q4: 1,537 shares; 2026Q1: 1,866 shares 1,866 $389K <0.01% +329 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 8,870 shares; 2025Q1: 2,990 shares; 2025Q2: 4,818 shares; 2025Q3: 6,160 shares; 2025Q4: 6,673 shares; 2026Q1: 8,487 shares 8,487 $389K <0.01% +1,814 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 10,384 shares; 2025Q1: 12,380 shares; 2025Q2: 12,513 shares; 2025Q3: 12,484 shares; 2025Q4: 11,975 shares; 2026Q1: 9,690 shares 9,690 $389K <0.01% -2,285 Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,306 shares; 2025Q1: 12,772 shares; 2025Q2: 22,538 shares; 2025Q3: 22,538 shares; 2025Q4: 22,538 shares; 2026Q1: 22,538 shares 22,538 $386K <0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 857 shares; 2026Q1: 1,292 shares 1,292 $386K <0.01% +435 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 9,505 shares; 2025Q1: 6,788 shares; 2025Q2: 9,134 shares; 2025Q3: 10,009 shares; 2025Q4: 10,591 shares; 2026Q1: 7,651 shares 7,651 $385K <0.01% -2,940 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS 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: 758 shares; 2025Q4: 1,003 shares; 2026Q1: 1,382 shares 1,382 $385K <0.01% +379 Timeline NULG 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: 3,317 shares; 2025Q4: 3,765 shares; 2026Q1: 4,210 shares 4,210 $383K <0.01% +445 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,103 shares; 2024Q4: 23,861 shares; 2025Q1: 23,256 shares; 2025Q2: 20,521 shares; 2025Q3: 21,694 shares; 2025Q4: 22,239 shares; 2026Q1: 21,481 shares 21,481 $383K <0.01% -758 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,139 shares; 2025Q4: 8,640 shares; 2026Q1: 9,444 shares 9,444 $381K <0.01% +804 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 724 shares; 2025Q2: 1,035 shares; 2025Q3: 1,459 shares; 2025Q4: 1,726 shares; 2026Q1: 1,517 shares 1,517 $380K <0.01% -209 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,402 shares; 2024Q4: 403,389 shares; 2025Q1: 263,125 shares; 2025Q2: 4,093 shares; 2025Q3: 3,905 shares; 2025Q4: 3,945 shares; 2026Q1: 3,906 shares 3,906 $377K <0.01% -39 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,074 shares; 2025Q4: 1,000 shares; 2026Q1: 1,052 shares 1,052 $377K <0.01% +52 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,469 shares; 2024Q4: 13,924 shares; 2025Q1: 14,368 shares; 2025Q2: 14,430 shares; 2025Q3: 7,252 shares; 2025Q4: 7,367 shares; 2026Q1: 7,915 shares 7,915 $373K <0.01% +548 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,913 shares 17,913 $372K <0.01% new Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,020 shares; 2024Q4: 11,017 shares; 2025Q1: 11,026 shares; 2025Q2: 11,240 shares; 2025Q3: 10,551 shares; 2025Q4: 10,163 shares; 2026Q1: 10,163 shares 10,163 $370K <0.01% 0 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,398 shares 7,398 $368K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,334 shares; 2025Q3: 51,393 shares; 2025Q4: 67,534 shares; 2026Q1: 72,928 shares 72,928 $367K <0.01% +5,394 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,925 shares; 2026Q1: 5,039 shares 5,039 $366K <0.01% +114 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 7,400 shares 7,400 $366K <0.01% +1,000 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,626 shares; 2024Q4: 12,295 shares; 2025Q1: 6,983 shares; 2025Q2: 7,298 shares; 2025Q3: 8,263 shares; 2025Q4: 4,076 shares; 2026Q1: 5,002 shares 5,002 $366K <0.01% +926 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,182 shares; 2025Q4: 33,663 shares; 2026Q1: 34,063 shares 34,063 $366K <0.01% +400 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,263 shares; 2025Q4: 3,649 shares; 2026Q1: 5,517 shares 5,517 $363K <0.01% +1,868 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,940 shares; 2025Q2: 7,295 shares; 2025Q3: 7,249 shares; 2025Q4: 7,180 shares; 2026Q1: 7,249 shares 7,249 $361K <0.01% +69 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,073 shares; 2025Q2: 6,199 shares; 2025Q3: 6,275 shares; 2025Q4: 6,853 shares; 2026Q1: 7,021 shares 7,021 $361K <0.01% +168 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,456 shares; 2024Q4: 22,668 shares; 2025Q1: 6,585 shares; 2025Q2: 7,820 shares; 2025Q3: 13,036 shares; 2025Q4: 10,562 shares; 2026Q1: 12,911 shares 12,911 $360K <0.01% +2,349 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 16,273 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,149 shares; 2025Q4: 15,800 shares; 2026Q1: 7,352 shares 7,352 $360K <0.01% -8,448 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,632 shares; 2024Q4: 26,452 shares; 2025Q1: 12,418 shares; 2025Q2: 11,625 shares; 2025Q3: 7,806 shares; 2025Q4: 6,808 shares; 2026Q1: 6,740 shares 6,740 $360K <0.01% -68 Timeline TTEQ 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: 10,642 shares; 2025Q3: 11,867 shares; 2025Q4: 11,867 shares; 2026Q1: 11,867 shares 11,867 $359K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 487 shares; 2025Q4: 733 shares; 2026Q1: 1,085 shares 1,085 $359K <0.01% +352 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,837 shares; 2024Q4: 29,149 shares; 2025Q1: 30,547 shares; 2025Q2: 12,536 shares; 2025Q3: 14,570 shares; 2025Q4: 36,723 shares; 2026Q1: 7,897 shares 7,897 $357K <0.01% -28,826 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,149 shares; 2025Q3: 1,445 shares; 2025Q4: 1,403 shares; 2026Q1: 1,423 shares 1,423 $357K <0.01% +20 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,396 shares; 2024Q4: 13,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,814 shares; 2025Q4: 4,648 shares; 2026Q1: 6,031 shares 6,031 $357K <0.01% +1,383 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL 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: 17,016 shares; 2025Q4: 16,980 shares; 2026Q1: 16,709 shares 16,709 $354K <0.01% -271 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,555 shares; 2026Q1: 14,255 shares 14,255 $353K <0.01% +3,700 Timeline FFA FIRST TR ENHANCED EQUITY More: the full row for FIRST TR ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,917 shares; 2024Q4: 10,517 shares; 2025Q1: 12,479 shares; 2025Q2: 12,513 shares; 2025Q3: 16,017 shares; 2025Q4: 17,203 shares; 2026Q1: 17,260 shares 17,260 $352K <0.01% +57 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,112 shares; 2025Q1: 1,989 shares; 2025Q2: 3,370 shares; 2025Q3: 4,304 shares; 2025Q4: 2,558 shares; 2026Q1: 2,350 shares 2,350 $351K <0.01% -208 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,212 shares; 2026Q1: 3,042 shares 3,042 $351K <0.01% -170 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,426 shares; 2025Q3: 4,478 shares; 2025Q4: not reported; 2026Q1: 9,972 shares 9,972 $350K <0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 2,245 shares; 2025Q4: 2,607 shares; 2026Q1: 2,752 shares 2,752 $349K <0.01% +145 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,014 shares; 2025Q2: 1,177 shares; 2025Q3: 1,354 shares; 2025Q4: 1,304 shares; 2026Q1: 1,201 shares 1,201 $349K <0.01% -103 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 4,993 shares; 2025Q1: 5,068 shares; 2025Q2: 5,142 shares; 2025Q3: 5,141 shares; 2025Q4: 4,996 shares; 2026Q1: 5,106 shares 5,106 $347K <0.01% +110 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,779 shares; 2024Q4: 6,788 shares; 2025Q1: 6,667 shares; 2025Q2: 6,672 shares; 2025Q3: 6,677 shares; 2025Q4: 6,677 shares; 2026Q1: 7,361 shares 7,361 $344K <0.01% +684 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 2,168 shares; 2025Q1: 1,539 shares; 2025Q2: 1,757 shares; 2025Q3: 2,943 shares; 2025Q4: 2,948 shares; 2026Q1: 2,005 shares 2,005 $344K <0.01% -943 Timeline RIFR RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,708 shares; 2025Q3: 11,841 shares; 2025Q4: 11,902 shares; 2026Q1: 12,276 shares 12,276 $344K <0.01% +374 Timeline IBN ICICI BK LTD More: the full row for ICICI BK 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: 8,075 shares; 2025Q3: 9,297 shares; 2025Q4: 12,511 shares; 2026Q1: 13,262 shares 13,262 $343K <0.01% +751 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX 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: 1,596 shares; 2025Q4: 1,545 shares; 2026Q1: 2,034 shares 2,034 $343K <0.01% +489 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122,759 shares; 2024Q4: 1,184,911 shares; 2025Q1: 1,212,974 shares; 2025Q2: 7,414 shares; 2025Q3: 3,821 shares; 2025Q4: 3,402 shares; 2026Q1: 3,302 shares 3,302 $341K <0.01% -100 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,903 shares; 2025Q1: 10,410 shares; 2025Q2: 10,386 shares; 2025Q3: 10,884 shares; 2025Q4: 12,816 shares; 2026Q1: 13,354 shares 13,354 $340K <0.01% +538 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,925 shares; 2024Q4: 6,875 shares; 2025Q1: 6,875 shares; 2025Q2: 6,875 shares; 2025Q3: 6,625 shares; 2025Q4: 7,075 shares; 2026Q1: 7,075 shares 7,075 $340K <0.01% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,238 shares; 2026Q1: 3,139 shares 3,139 $339K <0.01% +901 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,650 shares; 2025Q4: 2,284 shares; 2026Q1: 2,831 shares 2,831 $335K <0.01% +547 Timeline ABND 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: 11,025 shares; 2024Q4: 10,999 shares; 2025Q1: 9,111 shares; 2025Q2: 8,107 shares; 2025Q3: 7,616 shares; 2025Q4: 7,527 shares; 2026Q1: 7,642 shares 7,642 $334K <0.01% +115 Timeline MFLX FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,817 shares; 2024Q4: 24,245 shares; 2025Q1: 13,110 shares; 2025Q2: 22,156 shares; 2025Q3: 22,439 shares; 2025Q4: 20,165 shares; 2026Q1: 19,715 shares 19,715 $331K <0.01% -450 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,396 shares; 2025Q4: 4,429 shares; 2026Q1: 3,520 shares 3,520 $331K <0.01% -909 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,496 shares; 2025Q1: 5,958 shares; 2025Q2: 6,565 shares; 2025Q3: 7,608 shares; 2025Q4: 6,315 shares; 2026Q1: 4,394 shares 4,394 $330K <0.01% -1,921 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,520 shares 8,520 $328K <0.01% new Timeline JNK 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: 68,278 shares; 2024Q4: 73,547 shares; 2025Q1: 75,130 shares; 2025Q2: 74,465 shares; 2025Q3: 72,390 shares; 2025Q4: 3,660 shares; 2026Q1: 3,420 shares 3,420 $328K <0.01% -240 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 4,885 shares; 2025Q1: 5,052 shares; 2025Q2: 4,542 shares; 2025Q3: 4,568 shares; 2025Q4: 5,028 shares; 2026Q1: 5,226 shares 5,226 $327K <0.01% +198 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,670 shares; 2024Q4: 8,595 shares; 2025Q1: 8,422 shares; 2025Q2: 8,644 shares; 2025Q3: 8,491 shares; 2025Q4: 8,101 shares; 2026Q1: 8,291 shares 8,291 $326K <0.01% +190 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,902 shares; 2024Q4: 13,667 shares; 2025Q1: 13,508 shares; 2025Q2: 13,081 shares; 2025Q3: 13,159 shares; 2025Q4: 12,650 shares; 2026Q1: 12,237 shares 12,237 $326K <0.01% -413 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,735 shares; 2024Q4: 5,790 shares; 2025Q1: 5,825 shares; 2025Q2: 6,270 shares; 2025Q3: 5,721 shares; 2025Q4: 3,146 shares; 2026Q1: 2,825 shares 2,825 $324K <0.01% -321 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,303 shares; 2025Q2: 11,824 shares; 2025Q3: 12,105 shares; 2025Q4: 13,084 shares; 2026Q1: 13,839 shares 13,839 $320K <0.01% +755 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,983 shares; 2024Q4: 6,265 shares; 2025Q1: 4,725 shares; 2025Q2: 4,871 shares; 2025Q3: 4,819 shares; 2025Q4: 5,153 shares; 2026Q1: 5,735 shares 5,735 $320K <0.01% +582 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,500 shares; 2024Q4: 56,710 shares; 2025Q1: not reported; 2025Q2: 13,941 shares; 2025Q3: 12,163 shares; 2025Q4: 20,975 shares; 2026Q1: 20,095 shares 20,095 $319K <0.01% -880 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,751 shares; 2024Q4: 8,718 shares; 2025Q1: 7,031 shares; 2025Q2: 7,031 shares; 2025Q3: 7,008 shares; 2025Q4: 7,095 shares; 2026Q1: 7,509 shares 7,509 $319K <0.01% +414 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,245 shares; 2024Q4: 6,174 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares; 2025Q4: 4,220 shares; 2026Q1: 4,190 shares 4,190 $315K <0.01% -30 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 4,037 shares; 2025Q1: 3,990 shares; 2025Q2: 4,024 shares; 2025Q3: 4,125 shares; 2025Q4: 4,516 shares; 2026Q1: 3,047 shares 3,047 $313K <0.01% -1,469 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,946 shares; 2025Q4: 3,045 shares; 2026Q1: 3,179 shares 3,179 $313K <0.01% +134 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,062 shares 4,062 $310K <0.01% new Timeline RCTR 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: 8,674 shares; 2025Q4: 9,064 shares; 2026Q1: 8,911 shares 8,911 $310K <0.01% -153 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS 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: 3,284 shares; 2025Q3: 3,625 shares; 2025Q4: 3,835 shares; 2026Q1: 3,307 shares 3,307 $309K <0.01% -528 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,161 shares 29,161 $306K <0.01% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,344 shares; 2025Q4: 27,209 shares; 2026Q1: 36,563 shares 36,563 $306K <0.01% +9,354 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 19,696 shares; 2025Q1: 21,766 shares; 2025Q2: 9,950 shares; 2025Q3: 10,745 shares; 2025Q4: 9,872 shares; 2026Q1: 6,084 shares 6,084 $306K <0.01% -3,788 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,485 shares; 2025Q4: 10,464 shares; 2026Q1: 10,400 shares 10,400 $306K <0.01% -64 Timeline FNK 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: 32,767 shares; 2024Q4: 32,955 shares; 2025Q1: 32,264 shares; 2025Q2: 44,966 shares; 2025Q3: 30,803 shares; 2025Q4: 14,731 shares; 2026Q1: 5,323 shares 5,323 $304K <0.01% -9,408 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,378 shares 14,378 $304K <0.01% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,708 shares; 2025Q4: 6,768 shares; 2026Q1: 6,679 shares 6,679 $303K <0.01% -89 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,077 shares; 2024Q4: 27,084 shares; 2025Q1: 21,077 shares; 2025Q2: 21,077 shares; 2025Q3: 25,190 shares; 2025Q4: 24,528 shares; 2026Q1: 24,528 shares 24,528 $302K <0.01% 0 Timeline EAGG 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: 5,744 shares; 2025Q2: 5,562 shares; 2025Q3: 5,680 shares; 2025Q4: 5,877 shares; 2026Q1: 6,347 shares 6,347 $302K <0.01% +470 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,807 shares; 2025Q3: 11,310 shares; 2025Q4: 11,312 shares; 2026Q1: 11,761 shares 11,761 $302K <0.01% +449 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,662 shares; 2025Q4: 14,162 shares; 2026Q1: 16,873 shares 16,873 $300K <0.01% +2,711 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,802 shares; 2025Q3: 10,158 shares; 2025Q4: 10,088 shares; 2026Q1: 9,998 shares 9,998 $300K <0.01% -90 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,633 shares; 2024Q4: 4,392 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,689 shares 6,689 $300K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,588 shares 1,588 $300K <0.01% new Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,284 shares 6,284 $299K <0.01% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,787 shares; 2025Q4: 4,903 shares; 2026Q1: 5,236 shares 5,236 $298K <0.01% +333 Timeline DDFD 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: 15,750 shares; 2026Q1: 15,750 shares 15,750 $298K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 782 shares; 2025Q1: 833 shares; 2025Q2: 851 shares; 2025Q3: 877 shares; 2025Q4: 174 shares; 2026Q1: 172 shares 172 $297K <0.01% -2 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,962 shares; 2025Q1: 1,998 shares; 2025Q2: 2,144 shares; 2025Q3: 2,351 shares; 2025Q4: 2,593 shares; 2026Q1: 1,369 shares 1,369 $297K <0.01% -1,224 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,778 shares; 2025Q3: 9,779 shares; 2025Q4: 9,565 shares; 2026Q1: 9,376 shares 9,376 $297K <0.01% -189 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,830 shares; 2026Q1: 8,250 shares 8,250 $297K <0.01% +2,420 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,527 shares; 2025Q3: 8,480 shares; 2025Q4: 8,668 shares; 2026Q1: 8,429 shares 8,429 $295K <0.01% -239 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 697 shares; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 690 shares; 2025Q4: 739 shares; 2026Q1: 913 shares 913 $295K <0.01% +174 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,201 shares; 2025Q1: 2,699 shares; 2025Q2: 2,903 shares; 2025Q3: 2,958 shares; 2025Q4: 2,339 shares; 2026Q1: 2,010 shares 2,010 $294K <0.01% -329 Timeline CAOS 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: 3,157 shares; 2025Q4: 3,091 shares; 2026Q1: 3,228 shares 3,228 $293K <0.01% +137 Timeline COPJ SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,503 shares 7,503 $292K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637 shares; 2024Q4: 630 shares; 2025Q1: 591 shares; 2025Q2: 613 shares; 2025Q3: 732 shares; 2025Q4: 737 shares; 2026Q1: 869 shares 869 $289K <0.01% +132 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 2,447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,336 shares; 2025Q4: 2,889 shares; 2026Q1: 2,889 shares 2,889 $289K <0.01% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,513 shares 2,513 $288K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,828 shares; 2025Q3: 23,192 shares; 2025Q4: 18,653 shares; 2026Q1: 5,216 shares 5,216 $288K <0.01% -13,437 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 552 shares; 2025Q4: 586 shares; 2026Q1: 915 shares 915 $288K <0.01% +329 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,934 shares; 2025Q3: 9,287 shares; 2025Q4: 9,075 shares; 2026Q1: 8,502 shares 8,502 $287K <0.01% -573 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 12,698 shares; 2025Q1: 9,469 shares; 2025Q2: 9,744 shares; 2025Q3: 9,757 shares; 2025Q4: 5,669 shares; 2026Q1: 6,111 shares 6,111 $287K <0.01% +442 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,534 shares; 2024Q4: 21,529 shares; 2025Q1: 5,650 shares; 2025Q2: 4,419 shares; 2025Q3: 5,127 shares; 2025Q4: 2,784 shares; 2026Q1: 2,798 shares 2,798 $286K <0.01% +14 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,571 shares; 2024Q4: 23,126 shares; 2025Q1: 19,823 shares; 2025Q2: 15,058 shares; 2025Q3: 13,042 shares; 2025Q4: 11,152 shares; 2026Q1: 10,194 shares 10,194 $285K <0.01% -958 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,629 shares; 2025Q1: not reported; 2025Q2: 1,457 shares; 2025Q3: 1,461 shares; 2025Q4: 1,460 shares; 2026Q1: 1,446 shares 1,446 $285K <0.01% -14 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,603 shares; 2025Q4: 5,580 shares; 2026Q1: 6,085 shares 6,085 $284K <0.01% +505 Timeline EFT EATON VANCE FLOATING RATE IN More: the full row for EATON VANCE FLOATING RATE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,475 shares; 2024Q4: 28,075 shares; 2025Q1: 28,075 shares; 2025Q2: 27,525 shares; 2025Q3: 24,225 shares; 2025Q4: 25,000 shares; 2026Q1: 26,470 shares 26,470 $284K <0.01% +1,470 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,346 shares; 2026Q1: 7,776 shares 7,776 $283K <0.01% +1,430 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 768 shares; 2025Q4: 768 shares; 2026Q1: 768 shares 768 $282K <0.01% 0 Timeline XBI 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: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares 2,197 $281K <0.01% 0 Timeline RDVI 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: 9,620 shares; 2025Q3: 9,630 shares; 2025Q4: 9,044 shares; 2026Q1: 10,975 shares 10,975 $280K <0.01% +1,931 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,695 shares; 2025Q4: 2,647 shares; 2026Q1: 2,646 shares 2,646 $280K <0.01% -1 Timeline LDUR 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: 2,917 shares 2,917 $280K <0.01% new Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,663 shares; 2024Q4: 15,809 shares; 2025Q1: 12,910 shares; 2025Q2: 11,791 shares; 2025Q3: 12,721 shares; 2025Q4: 12,798 shares; 2026Q1: 11,791 shares 11,791 $279K <0.01% -1,007 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,085 shares; 2024Q4: 31,965 shares; 2025Q1: 30,630 shares; 2025Q2: 32,860 shares; 2025Q3: 32,550 shares; 2025Q4: 32,340 shares; 2026Q1: 32,153 shares 32,153 $278K <0.01% -187 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,820 shares; 2025Q1: 5,612 shares; 2025Q2: 5,042 shares; 2025Q3: 7,860 shares; 2025Q4: 7,110 shares; 2026Q1: 5,260 shares 5,260 $278K <0.01% -1,850 Timeline RSPN 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: 4,825 shares; 2024Q4: 4,825 shares; 2025Q1: 4,825 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares 4,825 $278K <0.01% 0 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,509 shares; 2025Q4: 10,306 shares; 2026Q1: 12,395 shares 12,395 $277K <0.01% +2,089 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,009 shares; 2025Q4: 5,296 shares; 2026Q1: 5,513 shares 5,513 $277K <0.01% +217 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,409 shares; 2024Q4: 7,537 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,489 shares; 2025Q4: 7,739 shares; 2026Q1: 4,845 shares 4,845 $277K <0.01% -2,894 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,897 shares; 2024Q4: 10,897 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,526 shares; 2025Q4: 15,991 shares; 2026Q1: 16,078 shares 16,078 $275K <0.01% +87 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 7,579 shares; 2025Q1: 5,771 shares; 2025Q2: 5,564 shares; 2025Q3: 6,642 shares; 2025Q4: not reported; 2026Q1: 1,802 shares 1,802 $275K <0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,636 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,915 shares; 2025Q4: 2,219 shares; 2026Q1: 1,907 shares 1,907 $274K <0.01% -312 Timeline DRD DRDGOLD LIMITED More: the full row for DRDGOLD LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,349 shares; 2025Q4: 9,330 shares; 2026Q1: 9,259 shares 9,259 $272K <0.01% -71 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,227 shares; 2025Q4: 6,801 shares; 2026Q1: 6,937 shares 6,937 $269K <0.01% +136 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares; 2025Q3: 4,874 shares; 2025Q4: 4,876 shares; 2026Q1: 4,882 shares 4,882 $268K <0.01% +6 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,161 shares 1,161 $267K <0.01% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,788 shares; 2025Q4: 1,740 shares; 2026Q1: 1,996 shares 1,996 $266K <0.01% +256 Timeline SMLF 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: 3,516 shares 3,516 $266K <0.01% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,920 shares; 2025Q3: 3,069 shares; 2025Q4: 3,083 shares; 2026Q1: 1,972 shares 1,972 $266K <0.01% -1,111 Timeline IGF 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: 4,648 shares; 2024Q4: 4,648 shares; 2025Q1: 4,463 shares; 2025Q2: 4,287 shares; 2025Q3: 4,287 shares; 2025Q4: 4,121 shares; 2026Q1: 3,962 shares 3,962 $265K <0.01% -159 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,056 shares; 2024Q4: 13,845 shares; 2025Q1: 15,347 shares; 2025Q2: 4,472 shares; 2025Q3: 4,563 shares; 2025Q4: 2,336 shares; 2026Q1: 1,301 shares 1,301 $265K <0.01% -1,035 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,482 shares; 2026Q1: 11,790 shares 11,790 $265K <0.01% -1,692 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,099 shares; 2025Q1: 19,108 shares; 2025Q2: 19,083 shares; 2025Q3: 19,758 shares; 2025Q4: 20,396 shares; 2026Q1: 17,651 shares 17,651 $265K <0.01% -2,745 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,890 shares; 2024Q4: 24,962 shares; 2025Q1: 25,332 shares; 2025Q2: 24,477 shares; 2025Q3: 22,685 shares; 2025Q4: 26,886 shares; 2026Q1: 12,196 shares 12,196 $264K <0.01% -14,690 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,390 shares; 2025Q4: 167,550 shares; 2026Q1: 108,790 shares 108,790 $263K <0.01% -58,760 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,499 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 1,539 shares; 2025Q4: 1,901 shares; 2026Q1: 1,553 shares 1,553 $263K <0.01% -348 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 765 shares; 2025Q1: 739 shares; 2025Q2: 1,494 shares; 2025Q3: 1,657 shares; 2025Q4: 1,231 shares; 2026Q1: 868 shares 868 $261K <0.01% -363 Timeline BNDW 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: not reported; 2025Q3: 2,900 shares; 2025Q4: 3,665 shares; 2026Q1: 3,804 shares 3,804 $261K <0.01% +139 Timeline PIE 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: 96,955 shares; 2024Q4: 28,020 shares; 2025Q1: 11,496 shares; 2025Q2: 12,960 shares; 2025Q3: 8,746 shares; 2025Q4: 8,822 shares; 2026Q1: 9,994 shares 9,994 $260K <0.01% +1,172 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,461 shares 5,461 $260K <0.01% new Timeline ULS UL SOLUTIONS INC More: the full row for UL 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: 3,594 shares; 2025Q4: 3,709 shares; 2026Q1: 3,027 shares 3,027 $259K <0.01% -682 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,380 shares 6,380 $259K <0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares 1,051 $257K <0.01% new Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,434 shares; 2026Q1: 5,118 shares 5,118 $257K <0.01% +684 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,179 shares; 2024Q4: 8,506 shares; 2025Q1: 4,221 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,265 shares; 2026Q1: 3,707 shares 3,707 $257K <0.01% +442 Timeline LRGG NOMURA ETF TR More: the full row for NOMURA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,417 shares; 2025Q1: 9,417 shares; 2025Q2: 10,163 shares; 2025Q3: 9,982 shares; 2025Q4: 9,772 shares; 2026Q1: 10,014 shares 10,014 $257K <0.01% +242 Timeline PIZ 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: 5,138 shares; 2025Q3: 5,138 shares; 2025Q4: 5,158 shares; 2026Q1: 5,176 shares 5,176 $256K <0.01% +18 Timeline MUNI 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: 4,338 shares; 2024Q4: 4,338 shares; 2025Q1: 4,338 shares; 2025Q2: 4,526 shares; 2025Q3: 4,818 shares; 2025Q4: 4,906 shares; 2026Q1: 4,906 shares 4,906 $256K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193 shares; 2024Q4: 210 shares; 2025Q1: 208 shares; 2025Q2: 218 shares; 2025Q3: 221 shares; 2025Q4: 219 shares; 2026Q1: 203 shares 203 $256K <0.01% -16 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,196 shares; 2026Q1: 23,983 shares 23,983 $254K <0.01% -213 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,948 shares; 2024Q4: 6,226 shares; 2025Q1: 6,266 shares; 2025Q2: 10,471 shares; 2025Q3: not reported; 2025Q4: 4,202 shares; 2026Q1: 5,215 shares 5,215 $254K <0.01% +1,013 Timeline PSL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,351 shares; 2025Q4: 2,511 shares; 2026Q1: 2,336 shares 2,336 $254K <0.01% -175 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,340 shares; 2025Q4: 19,121 shares; 2026Q1: 21,770 shares 21,770 $253K <0.01% +2,649 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,011 shares 5,011 $253K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 867 shares; 2025Q4: 1,127 shares; 2026Q1: 1,198 shares 1,198 $253K <0.01% +71 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,471 shares; 2025Q4: 5,940 shares; 2026Q1: 6,208 shares 6,208 $253K <0.01% +268 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 2,042 shares; 2025Q1: 4,383 shares; 2025Q2: 5,389 shares; 2025Q3: 8,036 shares; 2025Q4: 8,447 shares; 2026Q1: 794 shares 794 $253K <0.01% -7,653 Timeline FICS 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: 6,469 shares 6,469 $253K <0.01% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,007 shares; 2026Q1: 1,460 shares 1,460 $252K <0.01% -547 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,211 shares; 2024Q4: 37,396 shares; 2025Q1: 38,168 shares; 2025Q2: 42,967 shares; 2025Q3: 17,704 shares; 2025Q4: 14,554 shares; 2026Q1: 14,578 shares 14,578 $251K <0.01% +24 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,805 shares; 2025Q2: 32,542 shares; 2025Q3: 43,347 shares; 2025Q4: 44,065 shares; 2026Q1: 44,851 shares 44,851 $251K <0.01% +786 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 3,687 shares; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,517 shares; 2025Q4: 1,449 shares; 2026Q1: 1,228 shares 1,228 $251K <0.01% -221 Timeline DY DYCOM INDS INC More: the full row for DYCOM 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: 641 shares; 2026Q1: 737 shares 737 $250K <0.01% +96 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,324 shares 3,324 $250K <0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,868 shares; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares 1,869 $248K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387 shares 387 $246K <0.01% new Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,590 shares; 2025Q3: 7,598 shares; 2025Q4: 7,590 shares; 2026Q1: 7,194 shares 7,194 $244K <0.01% -396 Timeline AFEM 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: 2,969 shares 2,969 $244K <0.01% new Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,349 shares; 2026Q1: 5,472 shares 5,472 $243K <0.01% +123 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,073 shares 2,073 $243K <0.01% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 10,705 shares; 2025Q1: 7,983 shares; 2025Q2: 7,883 shares; 2025Q3: 6,723 shares; 2025Q4: 6,028 shares; 2026Q1: 6,235 shares 6,235 $243K <0.01% +207 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,766 shares; 2024Q4: 3,779 shares; 2025Q1: 3,480 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,101 shares; 2026Q1: 4,356 shares 4,356 $242K <0.01% +255 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 3,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,675 shares 3,675 $242K <0.01% new Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,618 shares; 2025Q3: 8,789 shares; 2025Q4: 9,061 shares; 2026Q1: 8,084 shares 8,084 $242K <0.01% -977 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,634 shares; 2025Q4: not reported; 2026Q1: 10,431 shares 10,431 $239K <0.01% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,316 shares; 2025Q3: 4,565 shares; 2025Q4: 4,587 shares; 2026Q1: 4,774 shares 4,774 $239K <0.01% +187 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,382 shares; 2025Q3: 9,528 shares; 2025Q4: 8,521 shares; 2026Q1: 6,882 shares 6,882 $239K <0.01% -1,639 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,629 shares 1,629 $237K <0.01% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,268 shares; 2025Q1: 3,190 shares; 2025Q2: 3,080 shares; 2025Q3: 5,166 shares; 2025Q4: 4,813 shares; 2026Q1: 4,652 shares 4,652 $236K <0.01% -161 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,484 shares; 2025Q3: 27,990 shares; 2025Q4: 27,406 shares; 2026Q1: 27,406 shares 27,406 $236K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,859 shares 1,859 $235K <0.01% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,556 shares; 2025Q1: 20,338 shares; 2025Q2: 8,560 shares; 2025Q3: 9,308 shares; 2025Q4: 10,594 shares; 2026Q1: 16,630 shares 16,630 $235K <0.01% +6,036 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,939 shares; 2026Q1: 4,659 shares 4,659 $234K <0.01% -280 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,303 shares; 2024Q4: 42,303 shares; 2025Q1: 42,775 shares; 2025Q2: 42,996 shares; 2025Q3: 43,273 shares; 2025Q4: 41,515 shares; 2026Q1: 42,040 shares 42,040 $233K <0.01% +525 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,031 shares; 2026Q1: 1,031 shares 1,031 $232K <0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,799 shares; 2024Q4: 6,068 shares; 2025Q1: 6,218 shares; 2025Q2: 5,601 shares; 2025Q3: 5,477 shares; 2025Q4: 5,460 shares; 2026Q1: 2,942 shares 2,942 $232K <0.01% -2,518 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,980 shares; 2025Q1: 2,383 shares; 2025Q2: 2,054 shares; 2025Q3: 3,625 shares; 2025Q4: 3,843 shares; 2026Q1: 4,231 shares 4,231 $231K <0.01% +388 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES 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: 639 shares; 2025Q4: 690 shares; 2026Q1: 778 shares 778 $231K <0.01% +88 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,049 shares; 2025Q4: 3,325 shares; 2026Q1: 3,325 shares 3,325 $230K <0.01% 0 Timeline VTWO 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: 3,300 shares; 2024Q4: not reported; 2025Q1: 2,813 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,167 shares; 2026Q1: 2,300 shares 2,300 $230K <0.01% +133 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257 shares; 2026Q1: 1,269 shares 1,269 $228K <0.01% +12 Timeline XMVM 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: 3,507 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares 3,507 $228K <0.01% 0 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,320 shares; 2025Q1: 3,291 shares; 2025Q2: 3,109 shares; 2025Q3: 5,200 shares; 2025Q4: 5,098 shares; 2026Q1: 4,923 shares 4,923 $227K <0.01% -175 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,202 shares 9,202 $227K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,831 shares; 2026Q1: 5,137 shares 5,137 $225K <0.01% +306 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,139 shares; 2025Q4: 6,096 shares; 2026Q1: 5,853 shares 5,853 $222K <0.01% -243 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $222K <0.01% new Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,306 shares; 2025Q1: 1,258 shares; 2025Q2: 1,412 shares; 2025Q3: 1,341 shares; 2025Q4: 1,372 shares; 2026Q1: 1,368 shares 1,368 $221K <0.01% -4 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,559 shares; 2024Q4: 32,700 shares; 2025Q1: 33,803 shares; 2025Q2: 16,853 shares; 2025Q3: 17,094 shares; 2025Q4: 12,243 shares; 2026Q1: 13,430 shares 13,430 $221K <0.01% +1,187 Timeline BSCS 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: 10,345 shares; 2024Q4: 10,739 shares; 2025Q1: 10,739 shares; 2025Q2: 10,671 shares; 2025Q3: 10,671 shares; 2025Q4: 10,671 shares; 2026Q1: 10,671 shares 10,671 $218K <0.01% 0 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,692 shares; 2026Q1: 4,542 shares 4,542 $217K <0.01% -150 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,150 shares 2,150 $215K <0.01% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,532 shares; 2025Q4: 22,613 shares; 2026Q1: 23,379 shares 23,379 $215K <0.01% +766 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,885 shares; 2025Q4: not reported; 2026Q1: 2,741 shares 2,741 $215K <0.01% new Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,849 shares 2,849 $215K <0.01% new Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 5,473 shares 5,473 $215K <0.01% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,087 shares; 2024Q4: 11,520 shares; 2025Q1: 11,520 shares; 2025Q2: 11,507 shares; 2025Q3: 11,507 shares; 2025Q4: 11,507 shares; 2026Q1: 11,507 shares 11,507 $215K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,302 shares; 2026Q1: 5,302 shares 5,302 $214K <0.01% 0 Timeline XMCRX MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME 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: 35,749 shares; 2025Q4: 35,266 shares; 2026Q1: 35,203 shares 35,203 $213K <0.01% -63 Timeline BSCR 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: 10,485 shares; 2024Q4: 10,945 shares; 2025Q1: 10,945 shares; 2025Q2: 10,868 shares; 2025Q3: 10,868 shares; 2025Q4: 10,868 shares; 2026Q1: 10,868 shares 10,868 $213K <0.01% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,732 shares; 2025Q4: 40,611 shares; 2026Q1: 39,949 shares 39,949 $212K <0.01% -662 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: 1,457 shares; 2026Q1: 1,457 shares 1,457 $211K <0.01% 0 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,243 shares; 2025Q4: 19,093 shares; 2026Q1: 18,870 shares 18,870 $211K <0.01% -223 Timeline UJUL 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: 5,881 shares; 2025Q4: 5,692 shares; 2026Q1: 5,486 shares 5,486 $210K <0.01% -206 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,324 shares 1,324 $208K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,814 shares; 2024Q4: 5,517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 970 shares 970 $208K <0.01% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,007 shares 1,007 $208K <0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,537 shares; 2024Q4: 3,537 shares; 2025Q1: 3,537 shares; 2025Q2: 3,473 shares; 2025Q3: 3,090 shares; 2025Q4: 3,090 shares; 2026Q1: 3,090 shares 3,090 $207K <0.01% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,541 shares; 2024Q4: 6,891 shares; 2025Q1: 6,512 shares; 2025Q2: 6,776 shares; 2025Q3: 15,542 shares; 2025Q4: not reported; 2026Q1: 5,173 shares 5,173 $206K <0.01% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,591 shares; 2026Q1: 12,001 shares 12,001 $205K <0.01% +1,410 Timeline BKMS BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,042 shares 8,042 $205K <0.01% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,032 shares 1,032 $205K <0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,785 shares 2,785 $205K <0.01% new Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,034 shares 5,034 $204K <0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,261 shares; 2025Q1: 24,859 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,092 shares 16,092 $204K <0.01% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,494 shares; 2026Q1: 8,222 shares 8,222 $204K <0.01% -272 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,164 shares; 2025Q1: 3,907 shares; 2025Q2: 4,862 shares; 2025Q3: 5,271 shares; 2025Q4: 5,411 shares; 2026Q1: 1,229 shares 1,229 $203K <0.01% -4,182 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM 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: 3,472 shares; 2026Q1: 3,472 shares 3,472 $203K <0.01% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 2,378 shares; 2025Q1: 2,201 shares; 2025Q2: not reported; 2025Q3: 13,192 shares; 2025Q4: 20,340 shares; 2026Q1: 2,238 shares 2,238 $203K <0.01% -18,102 Timeline MCN XAI MADISON EQUITY PREMIUM I More: the full row for XAI MADISON EQUITY PREMIUM 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: 25,567 shares; 2025Q4: 26,995 shares; 2026Q1: 34,661 shares 34,661 $202K <0.01% +7,666 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,948 shares; 2025Q3: 6,230 shares; 2025Q4: 6,332 shares; 2026Q1: 5,595 shares 5,595 $202K <0.01% -737 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,622 shares; 2024Q4: 12,105 shares; 2025Q1: 12,105 shares; 2025Q2: 12,044 shares; 2025Q3: 12,044 shares; 2025Q4: 12,044 shares; 2026Q1: 12,044 shares 12,044 $201K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,249 shares; 2026Q1: 3,264 shares 3,264 $201K <0.01% +15 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247 shares; 2024Q4: 1,133 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,014 shares; 2025Q4: 986 shares; 2026Q1: 975 shares 975 $201K <0.01% -11 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,156 shares; 2024Q4: 28,128 shares; 2025Q1: 29,388 shares; 2025Q2: 29,412 shares; 2025Q3: 28,371 shares; 2025Q4: 27,647 shares; 2026Q1: 2,556 shares 2,556 $200K <0.01% -25,091 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE 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: 3,380 shares 3,380 $200K <0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,425 shares; 2024Q4: 24,560 shares; 2025Q1: 22,358 shares; 2025Q2: 22,430 shares; 2025Q3: 22,344 shares; 2025Q4: 19,746 shares; 2026Q1: 19,811 shares 19,811 $199K <0.01% +65 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,626 shares; 2024Q4: 12,117 shares; 2025Q1: 12,117 shares; 2025Q2: 12,068 shares; 2025Q3: 12,068 shares; 2025Q4: 12,068 shares; 2026Q1: 12,068 shares 12,068 $199K <0.01% 0 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,421 shares 10,421 $196K <0.01% new Timeline XFOFX COHEN & STEERS CLOSED-END More: the full row for COHEN & STEERS CLOSED-END Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,052 shares; 2025Q4: 15,317 shares; 2026Q1: 15,242 shares 15,242 $196K <0.01% -75 Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,795 shares; 2026Q1: 17,795 shares 17,795 $192K <0.01% 0 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,236 shares 10,236 $192K <0.01% new Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,622 shares; 2025Q1: 13,185 shares; 2025Q2: 19,971 shares; 2025Q3: 17,698 shares; 2025Q4: 20,095 shares; 2026Q1: 21,471 shares 21,471 $179K <0.01% +1,376 Timeline GNT GAMCO NAT RES GOLD & INCOME More: the full row for GAMCO NAT RES GOLD & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,842 shares; 2025Q4: 20,842 shares; 2026Q1: 20,842 shares 20,842 $174K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,627 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,363 shares; 2025Q4: 9,602 shares; 2026Q1: 13,258 shares 13,258 $174K <0.01% +3,656 Timeline XNROX NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,238 shares; 2025Q2: 50,427 shares; 2025Q3: 58,762 shares; 2025Q4: 58,682 shares; 2026Q1: 60,022 shares 60,022 $170K <0.01% +1,340 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,844 shares; 2025Q4: 13,971 shares; 2026Q1: 22,817 shares 22,817 $159K <0.01% +8,846 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,547 shares; 2024Q4: 165,431 shares; 2025Q1: 159,802 shares; 2025Q2: 154,107 shares; 2025Q3: 133,877 shares; 2025Q4: 121,926 shares; 2026Q1: 115,549 shares 115,549 $152K <0.01% -6,377 Timeline STTK SHATTUCK LABS INC More: the full row for SHATTUCK LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,520 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,400 shares 23,400 $150K <0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,136 shares; 2025Q2: 10,888 shares; 2025Q3: 11,894 shares; 2025Q4: 10,450 shares; 2026Q1: 13,488 shares 13,488 $148K <0.01% +3,038 Timeline GCV GABELLI CONV & INC SECS FD I More: the full row for GABELLI CONV & INC SECS 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: 40,790 shares; 2025Q4: 34,232 shares; 2026Q1: 34,132 shares 34,132 $146K <0.01% -100 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,650 shares; 2024Q4: not reported; 2025Q1: 15,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 16,500 shares 16,500 $145K <0.01% +1,500 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD 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: 13,583 shares; 2026Q1: 13,583 shares 13,583 $133K <0.01% 0 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,232 shares; 2026Q1: 15,039 shares 15,039 $128K <0.01% +3,807 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,865 shares 10,865 $120K <0.01% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,900 shares 10,900 $119K <0.01% +400 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,789 shares; 2026Q1: 11,191 shares 11,191 $106K <0.01% +402 Timeline HIX WESTERN ASSET HIGH INCOM FD More: the full row for WESTERN ASSET HIGH INCOM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,522 shares; 2025Q2: 18,148 shares; 2025Q3: 18,777 shares; 2025Q4: 24,087 shares; 2026Q1: 24,777 shares 24,777 $98.6K <0.01% +690 Timeline HGLB HIGHLAND GLOBAL ALLOCATION F More: the full row for HIGHLAND GLOBAL ALLOCATION 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: 10,180 shares; 2025Q4: 10,645 shares; 2026Q1: 10,645 shares 10,645 $85.5K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,377 shares; 2025Q2: 13,489 shares; 2025Q3: 13,598 shares; 2025Q4: 14,328 shares; 2026Q1: 16,676 shares 16,676 $85K <0.01% +2,348 Timeline PCF HIGH INCOME SECS FD More: the full row for HIGH INCOME SECS 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: 15,398 shares; 2025Q4: 15,348 shares; 2026Q1: 15,348 shares 15,348 $84.7K <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,610 shares 12,610 $83.6K <0.01% new Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,805 shares; 2025Q4: 14,354 shares; 2026Q1: 14,354 shares 14,354 $77.7K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 53,359 shares; 2025Q4: 60,614 shares; 2026Q1: 33,744 shares 33,744 $76.3K <0.01% -26,870 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,965 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,267 shares 16,267 $75.3K <0.01% new Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS 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: 10,521 shares; 2025Q3: 18,763 shares; 2025Q4: 13,523 shares; 2026Q1: 14,038 shares 14,038 $74.3K <0.01% +515 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,966 shares; 2025Q4: 24,966 shares; 2026Q1: 24,966 shares 24,966 $73.4K <0.01% 0 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,804 shares; 2025Q4: 12,804 shares; 2026Q1: 12,804 shares 12,804 $73K <0.01% 0 Timeline VERI VERITONE INC More: the full row for VERITONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 36,000 shares 36,000 $70.9K <0.01% +18,000 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,170 shares; 2025Q4: 27,170 shares; 2026Q1: 27,170 shares 27,170 $68.2K <0.01% 0 Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL 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: 10,359 shares 10,359 $67.6K <0.01% new Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,196 shares; 2024Q4: 21,921 shares; 2025Q1: 21,101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,852 shares 13,852 $48.2K <0.01% new Timeline ANIX ANIXA BIOSCIENCES INC More: the full row for ANIXA BIOSCIENCES 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: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares 11,200 $28.9K <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,090 shares 44,090 $306 <0.01% new