XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,148 shares; 2024Q4: 15,887 shares; 2025Q1: 14,699 shares; 2025Q2: 14,466 shares; 2025Q3: 12,971 shares; 2025Q4: 9,621 shares; 2026Q1: 9,379 shares 9,379 $1.71M 0.02% -242 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,841 shares; 2024Q4: 34,160 shares; 2025Q1: 33,702 shares; 2025Q2: 43,362 shares; 2025Q3: 43,358 shares; 2025Q4: 43,530 shares; 2026Q1: 43,869 shares 43,869 $1.7M 0.02% +339 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,890 shares; 2025Q4: 2,373 shares; 2026Q1: 6,725 shares 6,725 $1.69M 0.02% +4,352 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: 88,523 shares; 2026Q1: 88,774 shares 88,774 $1.68M 0.02% +251 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,214 shares; 2024Q4: 33,809 shares; 2025Q1: 33,112 shares; 2025Q2: 32,939 shares; 2025Q3: 33,167 shares; 2025Q4: 33,756 shares; 2026Q1: 31,849 shares 31,849 $1.67M 0.02% -1,907 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: 4,081 shares; 2026Q1: 21,922 shares 21,922 $1.67M 0.02% +17,841 Timeline XDQQ 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: 30,957 shares; 2024Q4: 30,603 shares; 2025Q1: 21,424 shares; 2025Q2: 24,898 shares; 2025Q3: 30,709 shares; 2025Q4: 40,445 shares; 2026Q1: 44,891 shares 44,891 $1.66M 0.02% +4,446 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,592 shares; 2025Q1: 2,838 shares; 2025Q2: 2,205 shares; 2025Q3: 3,122 shares; 2025Q4: 5,677 shares; 2026Q1: 6,417 shares 6,417 $1.63M 0.02% +740 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,225 shares; 2026Q1: 45,387 shares 45,387 $1.61M 0.02% -23,838 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,509 shares; 2025Q1: 5,338 shares; 2025Q2: 5,450 shares; 2025Q3: 5,101 shares; 2025Q4: 5,051 shares; 2026Q1: 4,997 shares 4,997 $1.6M 0.02% -54 Timeline GFEB 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: 37,208 shares; 2025Q3: 36,488 shares; 2025Q4: 36,253 shares; 2026Q1: 38,925 shares 38,925 $1.6M 0.02% +2,672 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,978 shares; 2024Q4: 18,833 shares; 2025Q1: 14,069 shares; 2025Q2: 15,018 shares; 2025Q3: 15,100 shares; 2025Q4: 14,637 shares; 2026Q1: 12,107 shares 12,107 $1.59M 0.02% -2,530 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,687 shares; 2024Q4: 19,414 shares; 2025Q1: 19,304 shares; 2025Q2: 89,497 shares; 2025Q3: 74,182 shares; 2025Q4: 66,679 shares; 2026Q1: 66,593 shares 66,593 $1.59M 0.02% -86 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,248 shares; 2024Q4: 7,834 shares; 2025Q1: 32,885 shares; 2025Q2: 525,039 shares; 2025Q3: 32,069 shares; 2025Q4: 28,142 shares; 2026Q1: 30,138 shares 30,138 $1.58M 0.02% +1,996 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 3,027 shares; 2025Q1: 16,643 shares; 2025Q2: 16,857 shares; 2025Q3: 17,480 shares; 2025Q4: 17,315 shares; 2026Q1: 17,090 shares 17,090 $1.57M 0.02% -225 Timeline ZOCT 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: 15,457 shares; 2025Q2: 15,457 shares; 2025Q3: 25,030 shares; 2025Q4: 65,829 shares; 2026Q1: 58,701 shares 58,701 $1.57M 0.02% -7,128 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,872 shares; 2024Q4: 10,824 shares; 2025Q1: 10,489 shares; 2025Q2: 9,787 shares; 2025Q3: 9,276 shares; 2025Q4: 6,293 shares; 2026Q1: 14,118 shares 14,118 $1.56M 0.02% +7,825 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,439 shares; 2024Q4: 10,498 shares; 2025Q1: 10,769 shares; 2025Q2: 9,775 shares; 2025Q3: 9,769 shares; 2025Q4: 7,275 shares; 2026Q1: 7,513 shares 7,513 $1.56M 0.02% +238 Timeline XBJL 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: 29,281 shares; 2025Q4: 38,949 shares; 2026Q1: 40,948 shares 40,948 $1.56M 0.02% +1,999 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,722 shares; 2024Q4: 35,139 shares; 2025Q1: 34,973 shares; 2025Q2: 28,470 shares; 2025Q3: 26,657 shares; 2025Q4: 26,452 shares; 2026Q1: 26,420 shares 26,420 $1.54M 0.02% -32 Timeline BWET AMPLIFY COMMODITY TRUST More: the full row for AMPLIFY COMMODITY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,617 shares 15,617 $1.54M 0.02% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,093 shares; 2024Q4: 129,791 shares; 2025Q1: 14,306 shares; 2025Q2: 11,718 shares; 2025Q3: 12,642 shares; 2025Q4: 13,516 shares; 2026Q1: 12,761 shares 12,761 $1.51M 0.02% -755 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,610 shares; 2024Q4: 3,523 shares; 2025Q1: 3,805 shares; 2025Q2: 2,114 shares; 2025Q3: 1,785 shares; 2025Q4: 4,154 shares; 2026Q1: 4,165 shares 4,165 $1.5M 0.02% +11 Timeline BUFQ 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: 9,102 shares; 2025Q1: 8,708 shares; 2025Q2: 8,991 shares; 2025Q3: 11,246 shares; 2025Q4: 16,732 shares; 2026Q1: 42,232 shares 42,232 $1.49M 0.02% +25,500 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,278 shares; 2024Q4: 79,170 shares; 2025Q1: 76,719 shares; 2025Q2: 68,520 shares; 2025Q3: 53,334 shares; 2025Q4: 42,344 shares; 2026Q1: 40,440 shares 40,440 $1.49M 0.02% -1,904 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261 shares; 2024Q4: 1,352 shares; 2025Q1: 1,345 shares; 2025Q2: 2,160 shares; 2025Q3: 4,590 shares; 2025Q4: 4,537 shares; 2026Q1: 4,565 shares 4,565 $1.49M 0.02% +28 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,873 shares; 2024Q4: 14,250 shares; 2025Q1: 17,466 shares; 2025Q2: 15,225 shares; 2025Q3: 17,403 shares; 2025Q4: 28,433 shares; 2026Q1: 44,466 shares 44,466 $1.48M 0.02% +16,033 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 3,995 shares; 2025Q1: 3,716 shares; 2025Q2: 3,471 shares; 2025Q3: 3,465 shares; 2025Q4: 3,388 shares; 2026Q1: 3,115 shares 3,115 $1.47M 0.02% -273 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,311 shares; 2025Q4: 84,722 shares; 2026Q1: 71,262 shares 71,262 $1.47M 0.02% -13,460 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,854 shares; 2024Q4: 212,982 shares; 2025Q1: 35,371 shares; 2025Q2: 37,959 shares; 2025Q3: 42,464 shares; 2025Q4: 42,638 shares; 2026Q1: 51,254 shares 51,254 $1.47M 0.02% +8,616 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,089 shares; 2025Q4: 2,304 shares; 2026Q1: 5,433 shares 5,433 $1.47M 0.02% +3,129 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,136 shares; 2024Q4: 16,101 shares; 2025Q1: 16,709 shares; 2025Q2: 18,378 shares; 2025Q3: 18,624 shares; 2025Q4: 19,095 shares; 2026Q1: 20,514 shares 20,514 $1.46M 0.02% +1,419 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,719 shares; 2024Q4: 26,957 shares; 2025Q1: 26,967 shares; 2025Q2: 26,997 shares; 2025Q3: 26,967 shares; 2025Q4: 26,967 shares; 2026Q1: 26,957 shares 26,957 $1.46M 0.02% -10 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,731 shares 10,731 $1.45M 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,218 shares; 2025Q2: 31,394 shares; 2025Q3: 20,368 shares; 2025Q4: 6,939 shares; 2026Q1: 18,019 shares 18,019 $1.44M 0.02% +11,080 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,884 shares; 2024Q4: 8,879 shares; 2025Q1: 7,363 shares; 2025Q2: 7,608 shares; 2025Q3: 7,498 shares; 2025Q4: 7,924 shares; 2026Q1: 8,337 shares 8,337 $1.44M 0.02% +413 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 103 shares; 2025Q1: not reported; 2025Q2: 199 shares; 2025Q3: 1,349 shares; 2025Q4: 1,418 shares; 2026Q1: 1,342 shares 1,342 $1.43M 0.02% -76 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 2,904 shares; 2025Q3: 3,019 shares; 2025Q4: 2,981 shares; 2026Q1: 15,876 shares 15,876 $1.43M 0.02% +12,895 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,044 shares; 2024Q4: 9,551 shares; 2025Q1: 8,986 shares; 2025Q2: 9,189 shares; 2025Q3: 9,516 shares; 2025Q4: 11,584 shares; 2026Q1: 24,336 shares 24,336 $1.43M 0.02% +12,752 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,029 shares; 2024Q4: 8,470 shares; 2025Q1: 9,069 shares; 2025Q2: 9,997 shares; 2025Q3: 12,602 shares; 2025Q4: 12,240 shares; 2026Q1: 13,452 shares 13,452 $1.42M 0.02% +1,212 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,411 shares; 2025Q1: 1,302 shares; 2025Q2: 1,646 shares; 2025Q3: 1,671 shares; 2025Q4: 1,698 shares; 2026Q1: 2,932 shares 2,932 $1.42M 0.02% +1,234 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,923 shares; 2025Q4: 51,837 shares; 2026Q1: 42,877 shares 42,877 $1.42M 0.02% -8,960 Timeline JULH 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: 70,115 shares; 2024Q4: 64,351 shares; 2025Q1: 53,241 shares; 2025Q2: 49,958 shares; 2025Q3: 57,137 shares; 2025Q4: 57,204 shares; 2026Q1: 57,437 shares 57,437 $1.42M 0.02% +233 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: 1,810 shares; 2025Q4: 2,446 shares; 2026Q1: 4,178 shares 4,178 $1.42M 0.02% +1,732 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,199 shares; 2024Q4: 26,427 shares; 2025Q1: 27,034 shares; 2025Q2: 26,619 shares; 2025Q3: 25,884 shares; 2025Q4: 26,461 shares; 2026Q1: 24,805 shares 24,805 $1.41M 0.02% -1,656 Timeline UVIX VS TRUST More: the full row for VS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,520 shares 161,520 $1.4M 0.02% new Timeline DOCT 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: 29,547 shares; 2024Q4: 29,040 shares; 2025Q1: 29,040 shares; 2025Q2: 30,010 shares; 2025Q3: 30,010 shares; 2025Q4: 32,200 shares; 2026Q1: 32,200 shares 32,200 $1.4M 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,048 shares; 2024Q4: 10,357 shares; 2025Q1: 11,080 shares; 2025Q2: 11,005 shares; 2025Q3: 8,061 shares; 2025Q4: 7,786 shares; 2026Q1: 7,334 shares 7,334 $1.39M 0.02% -452 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: 7,453 shares; 2024Q4: 13,735 shares; 2025Q1: 16,159 shares; 2025Q2: 29,465 shares; 2025Q3: 14,066 shares; 2025Q4: 39,665 shares; 2026Q1: 47,441 shares 47,441 $1.38M 0.02% +7,776 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,769 shares; 2024Q4: 3,804 shares; 2025Q1: 3,717 shares; 2025Q2: 3,659 shares; 2025Q3: 3,737 shares; 2025Q4: 3,981 shares; 2026Q1: 4,196 shares 4,196 $1.37M 0.02% +215 Timeline APRJ 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: 74,069 shares; 2024Q4: 70,354 shares; 2025Q1: 64,805 shares; 2025Q2: 67,570 shares; 2025Q3: 59,475 shares; 2025Q4: 55,051 shares; 2026Q1: 55,987 shares 55,987 $1.37M 0.02% +936 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,640 shares; 2024Q4: 14,191 shares; 2025Q1: 13,335 shares; 2025Q2: 13,280 shares; 2025Q3: 14,774 shares; 2025Q4: 32,076 shares; 2026Q1: 12,560 shares 12,560 $1.37M 0.02% -19,516 Timeline ZAPR 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: 103,174 shares; 2025Q3: 81,729 shares; 2025Q4: 66,572 shares; 2026Q1: 52,309 shares 52,309 $1.37M 0.02% -14,263 Timeline SCHE 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: 17,652 shares; 2024Q4: 17,664 shares; 2025Q1: 20,587 shares; 2025Q2: 21,158 shares; 2025Q3: 25,527 shares; 2025Q4: 25,970 shares; 2026Q1: 41,181 shares 41,181 $1.36M 0.02% +15,211 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,007 shares; 2024Q4: 99,820 shares; 2025Q1: 101,582 shares; 2025Q2: 98,655 shares; 2025Q3: 97,589 shares; 2025Q4: 101,168 shares; 2026Q1: 122,374 shares 122,374 $1.35M 0.02% +21,206 Timeline BUFF 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: 122,105 shares; 2024Q4: 136,073 shares; 2025Q1: 124,874 shares; 2025Q2: 132,342 shares; 2025Q3: 73,826 shares; 2025Q4: 26,677 shares; 2026Q1: 27,078 shares 27,078 $1.34M 0.02% +401 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,841 shares; 2024Q4: 23,601 shares; 2025Q1: 22,184 shares; 2025Q2: 21,040 shares; 2025Q3: 22,881 shares; 2025Q4: 25,276 shares; 2026Q1: 28,071 shares 28,071 $1.32M 0.02% +2,795 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,725 shares; 2024Q4: 27,056 shares; 2025Q1: 25,878 shares; 2025Q2: 26,204 shares; 2025Q3: 24,898 shares; 2025Q4: 39,142 shares; 2026Q1: 44,728 shares 44,728 $1.31M 0.02% +5,586 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,151 shares 44,151 $1.31M 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,231 shares 5,231 $1.31M 0.01% new Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,433 shares; 2025Q3: 18,348 shares; 2025Q4: 21,202 shares; 2026Q1: 24,080 shares 24,080 $1.3M 0.01% +2,878 Timeline ICSH 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: 58,254 shares; 2024Q4: 45,977 shares; 2025Q1: 38,581 shares; 2025Q2: 51,366 shares; 2025Q3: 18,290 shares; 2025Q4: 22,654 shares; 2026Q1: 25,726 shares 25,726 $1.3M 0.01% +3,072 Timeline SHOC 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: 8,674 shares; 2024Q4: 9,946 shares; 2025Q1: 14,648 shares; 2025Q2: 17,684 shares; 2025Q3: 16,870 shares; 2025Q4: 17,926 shares; 2026Q1: 18,024 shares 18,024 $1.3M 0.01% +98 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,073 shares; 2024Q4: 12,014 shares; 2025Q1: 11,273 shares; 2025Q2: 9,607 shares; 2025Q3: 9,172 shares; 2025Q4: 8,967 shares; 2026Q1: 8,877 shares 8,877 $1.28M 0.01% -90 Timeline ZDEK 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: 181,652 shares; 2025Q2: 39,947 shares; 2025Q3: 37,735 shares; 2025Q4: 50,187 shares; 2026Q1: 49,925 shares 49,925 $1.28M 0.01% -262 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,279 shares; 2026Q1: 43,787 shares 43,787 $1.28M 0.01% -1,492 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,507 shares; 2025Q2: 8,507 shares; 2025Q3: 7,567 shares; 2025Q4: 6,982 shares; 2026Q1: 6,917 shares 6,917 $1.28M 0.01% -65 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,275 shares; 2024Q4: 19,246 shares; 2025Q1: 19,408 shares; 2025Q2: 18,958 shares; 2025Q3: 18,345 shares; 2025Q4: 18,265 shares; 2026Q1: 18,250 shares 18,250 $1.27M 0.01% -15 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398,421 shares; 2024Q4: 487,623 shares; 2025Q1: 17,303 shares; 2025Q2: 16,004 shares; 2025Q3: 561,151 shares; 2025Q4: 592,519 shares; 2026Q1: 26,460 shares 26,460 $1.27M 0.01% -566,059 2026-09-30, 13G Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,850 shares; 2025Q4: 25,732 shares; 2026Q1: 20,119 shares 20,119 $1.27M 0.01% -5,613 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,720 shares; 2026Q1: 17,468 shares 17,468 $1.27M 0.01% -252 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,461 shares; 2024Q4: 3,194 shares; 2025Q1: 3,146 shares; 2025Q2: 3,537 shares; 2025Q3: 3,496 shares; 2025Q4: 3,339 shares; 2026Q1: 3,535 shares 3,535 $1.26M 0.01% +196 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 8,526 shares; 2025Q1: 9,175 shares; 2025Q2: 9,126 shares; 2025Q3: 9,280 shares; 2025Q4: 8,970 shares; 2026Q1: 9,006 shares 9,006 $1.26M 0.01% +36 Timeline BUFG 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: 11,787 shares; 2024Q4: 16,736 shares; 2025Q1: 17,288 shares; 2025Q2: 22,957 shares; 2025Q3: 23,105 shares; 2025Q4: 40,241 shares; 2026Q1: 46,767 shares 46,767 $1.26M 0.01% +6,526 Timeline VCSH 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: 9,620 shares; 2024Q4: 10,693 shares; 2025Q1: 11,829 shares; 2025Q2: 12,154 shares; 2025Q3: 17,946 shares; 2025Q4: 16,012 shares; 2026Q1: 15,837 shares 15,837 $1.26M 0.01% -175 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,025 shares 23,025 $1.24M 0.01% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,633 shares; 2024Q4: 14,025 shares; 2025Q1: 6,567 shares; 2025Q2: 8,531 shares; 2025Q3: 9,274 shares; 2025Q4: 11,196 shares; 2026Q1: 25,573 shares 25,573 $1.24M 0.01% +14,377 Timeline BLOK 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: 17,303 shares; 2024Q4: 21,457 shares; 2025Q1: 23,962 shares; 2025Q2: 23,652 shares; 2025Q3: 29,532 shares; 2025Q4: 37,949 shares; 2026Q1: 24,808 shares 24,808 $1.24M 0.01% -13,141 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,893 shares; 2024Q4: 16,083 shares; 2025Q1: 22,242 shares; 2025Q2: 23,780 shares; 2025Q3: 23,528 shares; 2025Q4: 24,514 shares; 2026Q1: 25,927 shares 25,927 $1.23M 0.01% +1,413 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,418 shares; 2024Q4: 12,795 shares; 2025Q1: 8,971 shares; 2025Q2: 7,608 shares; 2025Q3: 549,177 shares; 2025Q4: 25,421 shares; 2026Q1: 24,765 shares 24,765 $1.23M 0.01% -656 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,984 shares; 2024Q4: 3,075 shares; 2025Q1: 4,929 shares; 2025Q2: 12,043 shares; 2025Q3: 195,748 shares; 2025Q4: 156,955 shares; 2026Q1: 10,972 shares 10,972 $1.23M 0.01% -145,983 Timeline DDTS 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: 44,028 shares; 2025Q4: 54,595 shares; 2026Q1: 58,318 shares 58,318 $1.23M 0.01% +3,723 Timeline GMAY 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: 29,878 shares; 2025Q3: 29,252 shares; 2025Q4: 29,042 shares; 2026Q1: 29,755 shares 29,755 $1.22M 0.01% +713 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,180 shares 12,180 $1.22M 0.01% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,589 shares; 2024Q4: 2,993 shares; 2025Q1: 2,995 shares; 2025Q2: 3,376 shares; 2025Q3: 3,698 shares; 2025Q4: 4,091 shares; 2026Q1: 4,233 shares 4,233 $1.21M 0.01% +142 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704 shares; 2026Q1: 1,725 shares 1,725 $1.21M 0.01% +1,021 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 42,443 shares; 2026Q1: 35,366 shares 35,366 $1.21M 0.01% -7,077 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,102 shares; 2025Q3: 1,124 shares; 2025Q4: 1,087 shares; 2026Q1: 1,258 shares 1,258 $1.21M 0.01% +171 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,889 shares; 2025Q1: 1,895 shares; 2025Q2: 2,241 shares; 2025Q3: 2,698 shares; 2025Q4: 2,905 shares; 2026Q1: 3,777 shares 3,777 $1.2M 0.01% +872 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,535 shares; 2024Q4: 15,430 shares; 2025Q1: 40,947 shares; 2025Q2: 48,517 shares; 2025Q3: 52,816 shares; 2025Q4: 5,659 shares; 2026Q1: 5,436 shares 5,436 $1.19M 0.01% -223 Timeline NOCT 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: 24,641 shares; 2024Q4: 20,347 shares; 2025Q1: 20,418 shares; 2025Q2: 21,760 shares; 2025Q3: 21,572 shares; 2025Q4: 21,156 shares; 2026Q1: 21,018 shares 21,018 $1.18M 0.01% -138 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,456 shares; 2024Q4: 171,256 shares; 2025Q1: 10,416 shares; 2025Q2: 9,639 shares; 2025Q3: 10,104 shares; 2025Q4: 8,603 shares; 2026Q1: 10,517 shares 10,517 $1.18M 0.01% +1,914 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,278 shares; 2024Q4: 32,371 shares; 2025Q1: 26,780 shares; 2025Q2: 28,357 shares; 2025Q3: 29,687 shares; 2025Q4: 28,595 shares; 2026Q1: 27,103 shares 27,103 $1.18M 0.01% -1,492 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,286 shares; 2025Q3: 9,827 shares; 2025Q4: 12,314 shares; 2026Q1: 18,327 shares 18,327 $1.18M 0.01% +6,013 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 155 shares; 2025Q1: 158 shares; 2025Q2: 232 shares; 2025Q3: 212 shares; 2025Q4: 385 shares; 2026Q1: 278 shares 278 $1.17M 0.01% -107 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,684 shares; 2026Q1: 13,573 shares 13,573 $1.17M 0.01% -2,111 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,256 shares; 2025Q1: 9,157 shares; 2025Q2: 18,909 shares; 2025Q3: 31,531 shares; 2025Q4: 40,684 shares; 2026Q1: 45,916 shares 45,916 $1.17M 0.01% +5,232 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,680 shares; 2025Q3: 6,315 shares; 2025Q4: 7,798 shares; 2026Q1: 12,386 shares 12,386 $1.17M 0.01% +4,588 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,083 shares; 2024Q4: 8,053 shares; 2025Q1: 8,796 shares; 2025Q2: 14,299 shares; 2025Q3: 14,410 shares; 2025Q4: 12,501 shares; 2026Q1: 13,961 shares 13,961 $1.17M 0.01% +1,460 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,163 shares; 2025Q1: 5,282 shares; 2025Q2: 2,989 shares; 2025Q3: 3,022 shares; 2025Q4: 3,052 shares; 2026Q1: 4,008 shares 4,008 $1.16M 0.01% +956 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,571 shares; 2024Q4: 30,030 shares; 2025Q1: 29,646 shares; 2025Q2: 33,573 shares; 2025Q3: 33,532 shares; 2025Q4: 33,148 shares; 2026Q1: 31,859 shares 31,859 $1.15M 0.01% -1,289 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,302 shares; 2024Q4: 13,310 shares; 2025Q1: 13,240 shares; 2025Q2: 14,871 shares; 2025Q3: 14,749 shares; 2025Q4: 14,463 shares; 2026Q1: 12,335 shares 12,335 $1.15M 0.01% -2,128 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,398 shares; 2024Q4: 45,096 shares; 2025Q1: 66,740 shares; 2025Q2: 62,505 shares; 2025Q3: 59,878 shares; 2025Q4: 52,782 shares; 2026Q1: 46,091 shares 46,091 $1.15M 0.01% -6,691 Timeline TOCT 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: 43,657 shares; 2026Q1: 43,657 shares 43,657 $1.15M 0.01% 0 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,495 shares; 2024Q4: 33,195 shares; 2025Q1: 32,887 shares; 2025Q2: 34,193 shares; 2025Q3: 33,019 shares; 2025Q4: 32,053 shares; 2026Q1: 28,319 shares 28,319 $1.15M 0.01% -3,734 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,452 shares; 2024Q4: 10,602 shares; 2025Q1: 9,995 shares; 2025Q2: 11,242 shares; 2025Q3: 13,449 shares; 2025Q4: 14,025 shares; 2026Q1: 15,179 shares 15,179 $1.14M 0.01% +1,154 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,599 shares; 2024Q4: 22,357 shares; 2025Q1: 23,013 shares; 2025Q2: 24,585 shares; 2025Q3: 51,977 shares; 2025Q4: 52,836 shares; 2026Q1: 42,488 shares 42,488 $1.14M 0.01% -10,348 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,450 shares; 2024Q4: 3,993 shares; 2025Q1: 3,805 shares; 2025Q2: 3,491 shares; 2025Q3: 2,797 shares; 2025Q4: 2,835 shares; 2026Q1: 3,141 shares 3,141 $1.12M 0.01% +306 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,693 shares; 2024Q4: 33,877 shares; 2025Q1: 34,924 shares; 2025Q2: 30,974 shares; 2025Q3: 36,621 shares; 2025Q4: 44,397 shares; 2026Q1: 49,706 shares 49,706 $1.11M 0.01% +5,309 Timeline GMAR 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: 16,253 shares; 2024Q4: 16,253 shares; 2025Q1: 16,799 shares; 2025Q2: 22,330 shares; 2025Q3: 19,156 shares; 2025Q4: 19,131 shares; 2026Q1: 26,354 shares 26,354 $1.1M 0.01% +7,223 Timeline ZAUG 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: 35,910 shares; 2024Q4: 31,043 shares; 2025Q1: 28,930 shares; 2025Q2: 16,743 shares; 2025Q3: 56,469 shares; 2025Q4: 51,805 shares; 2026Q1: 41,167 shares 41,167 $1.1M 0.01% -10,638 Timeline SCYB 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: 9,584 shares; 2025Q2: 10,345 shares; 2025Q3: 10,696 shares; 2025Q4: 10,937 shares; 2026Q1: 42,122 shares 42,122 $1.1M 0.01% +31,185 Timeline OCTH 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: 60,401 shares; 2024Q4: 58,584 shares; 2025Q1: 57,439 shares; 2025Q2: 62,005 shares; 2025Q3: 58,066 shares; 2025Q4: 58,199 shares; 2026Q1: 46,561 shares 46,561 $1.09M 0.01% -11,638 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,957 shares; 2024Q4: 4,688 shares; 2025Q1: 4,578 shares; 2025Q2: 4,765 shares; 2025Q3: 4,492 shares; 2025Q4: 4,132 shares; 2026Q1: 4,193 shares 4,193 $1.09M 0.01% +61 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,007 shares; 2024Q4: 8,034 shares; 2025Q1: 8,046 shares; 2025Q2: 14,820 shares; 2025Q3: 6,300 shares; 2025Q4: 12,035 shares; 2026Q1: 6,449 shares 6,449 $1.09M 0.01% -5,586 Timeline SPMB 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: 33,230 shares; 2024Q4: 30,033 shares; 2025Q1: 54,857 shares; 2025Q2: 54,291 shares; 2025Q3: 54,619 shares; 2025Q4: 49,954 shares; 2026Q1: 48,367 shares 48,367 $1.08M 0.01% -1,587 Timeline SCIO 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: 52,199 shares; 2026Q1: 52,238 shares 52,238 $1.08M 0.01% +39 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: 6,484 shares; 2024Q4: 7,196 shares; 2025Q1: 7,222 shares; 2025Q2: 8,266 shares; 2025Q3: 8,227 shares; 2025Q4: 8,521 shares; 2026Q1: 8,518 shares 8,518 $1.08M 0.01% -3 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,202 shares; 2024Q4: 11,187 shares; 2025Q1: 13,860 shares; 2025Q2: 13,847 shares; 2025Q3: 15,924 shares; 2025Q4: 13,012 shares; 2026Q1: 13,325 shares 13,325 $1.08M 0.01% +313 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,843 shares; 2026Q1: 12,006 shares 12,006 $1.07M 0.01% +3,163 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 3,214 shares; 2025Q1: 3,680 shares; 2025Q2: 14,557 shares; 2025Q3: 6,301 shares; 2025Q4: 7,798 shares; 2026Q1: 5,852 shares 5,852 $1.07M 0.01% -1,946 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,280 shares; 2024Q4: 3,995 shares; 2025Q1: 3,904 shares; 2025Q2: 3,545 shares; 2025Q3: 3,533 shares; 2025Q4: 3,578 shares; 2026Q1: 3,393 shares 3,393 $1.07M 0.01% -185 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,019 shares; 2025Q1: 9,056 shares; 2025Q2: 11,068 shares; 2025Q3: 23,584 shares; 2025Q4: 32,637 shares; 2026Q1: 41,520 shares 41,520 $1.06M 0.01% +8,883 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,793 shares; 2024Q4: 13,491 shares; 2025Q1: not reported; 2025Q2: 7,813 shares; 2025Q3: 9,350 shares; 2025Q4: 9,285 shares; 2026Q1: 21,954 shares 21,954 $1.06M 0.01% +12,669 Timeline SPGP 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: 6,329 shares; 2024Q4: 7,855 shares; 2025Q1: 7,351 shares; 2025Q2: 8,574 shares; 2025Q3: 9,019 shares; 2025Q4: 8,847 shares; 2026Q1: 9,758 shares 9,758 $1.05M 0.01% +911 Timeline XBOC 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: 12,937 shares; 2024Q4: 27,662 shares; 2025Q1: 28,439 shares; 2025Q2: 31,020 shares; 2025Q3: not reported; 2025Q4: 28,951 shares; 2026Q1: 31,880 shares 31,880 $1.05M 0.01% +2,929 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,769 shares; 2024Q4: 11,268 shares; 2025Q1: 11,563 shares; 2025Q2: 11,362 shares; 2025Q3: 10,855 shares; 2025Q4: 14,361 shares; 2026Q1: 20,850 shares 20,850 $1.04M 0.01% +6,489 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,484 shares; 2024Q4: 58,467 shares; 2025Q1: 55,306 shares; 2025Q2: 52,678 shares; 2025Q3: 50,289 shares; 2025Q4: 43,709 shares; 2026Q1: 39,351 shares 39,351 $1.04M 0.01% -4,358 Timeline VLUE 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: 3,065 shares; 2024Q4: 2,318 shares; 2025Q1: 2,993 shares; 2025Q2: 4,559 shares; 2025Q3: 6,276 shares; 2025Q4: 6,643 shares; 2026Q1: 7,266 shares 7,266 $1.03M 0.01% +623 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: 8,980 shares; 2024Q4: 5,849 shares; 2025Q1: 6,230 shares; 2025Q2: 6,197 shares; 2025Q3: 6,197 shares; 2025Q4: 6,179 shares; 2026Q1: 5,701 shares 5,701 $1.03M 0.01% -478 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,774 shares; 2025Q4: 5,241 shares; 2026Q1: 14,486 shares 14,486 $1.03M 0.01% +9,245 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,234 shares; 2024Q4: 40,932 shares; 2025Q1: 38,857 shares; 2025Q2: 24,547 shares; 2025Q3: 24,248 shares; 2025Q4: 25,701 shares; 2026Q1: 27,109 shares 27,109 $1.03M 0.01% +1,408 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,679 shares; 2024Q4: 25,871 shares; 2025Q1: 26,745 shares; 2025Q2: 17,002 shares; 2025Q3: 15,590 shares; 2025Q4: 18,214 shares; 2026Q1: 20,129 shares 20,129 $1.02M 0.01% +1,915 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,188 shares; 2025Q1: 12,254 shares; 2025Q2: 13,766 shares; 2025Q3: 45,775 shares; 2025Q4: not reported; 2026Q1: 28,884 shares 28,884 $1.02M 0.01% new Timeline UMAY 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: 33,933 shares; 2024Q4: 30,765 shares; 2025Q1: 27,727 shares; 2025Q2: 32,036 shares; 2025Q3: 30,703 shares; 2025Q4: 29,541 shares; 2026Q1: 27,403 shares 27,403 $1.01M 0.01% -2,138 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,059 shares 42,059 $1.01M 0.01% new Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,384 shares; 2024Q4: 28,528 shares; 2025Q1: 29,559 shares; 2025Q2: 26,153 shares; 2025Q3: 31,645 shares; 2025Q4: 38,344 shares; 2026Q1: 43,252 shares 43,252 $1M 0.01% +4,908 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,116 shares; 2024Q4: 17,114 shares; 2025Q1: 17,107 shares; 2025Q2: 12,016 shares; 2025Q3: 18,007 shares; 2025Q4: 24,739 shares; 2026Q1: 24,732 shares 24,732 $1M 0.01% -7 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,615 shares; 2024Q4: 8,581 shares; 2025Q1: 10,190 shares; 2025Q2: 125,882 shares; 2025Q3: 103,889 shares; 2025Q4: 103,602 shares; 2026Q1: 17,281 shares 17,281 $1M 0.01% -86,321 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,679 shares; 2025Q3: 20,088 shares; 2025Q4: 29,223 shares; 2026Q1: 29,645 shares 29,645 $1M 0.01% +422 Timeline BSTP 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: 241,163 shares; 2024Q4: 240,310 shares; 2025Q1: 251,319 shares; 2025Q2: 28,161 shares; 2025Q3: 27,715 shares; 2025Q4: 27,680 shares; 2026Q1: 27,642 shares 27,642 $995K 0.01% -38 Timeline KJAN 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: 85,294 shares; 2024Q4: 72,304 shares; 2025Q1: 83,406 shares; 2025Q2: 82,326 shares; 2025Q3: 80,694 shares; 2025Q4: 75,988 shares; 2026Q1: 23,808 shares 23,808 $993K 0.01% -52,180 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,387 shares; 2024Q4: 29,387 shares; 2025Q1: 29,463 shares; 2025Q2: 29,367 shares; 2025Q3: 29,367 shares; 2025Q4: 29,422 shares; 2026Q1: 29,367 shares 29,367 $992K 0.01% -55 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 418,436 shares; 2025Q2: 268,943 shares; 2025Q3: 14,452 shares; 2025Q4: 15,857 shares; 2026Q1: 15,979 shares 15,979 $992K 0.01% +122 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 19,512 shares; 2025Q1: 66,021 shares; 2025Q2: 20,577 shares; 2025Q3: 21,776 shares; 2025Q4: 21,449 shares; 2026Q1: 23,318 shares 23,318 $991K 0.01% +1,869 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,543 shares; 2024Q4: not reported; 2025Q1: 15,580 shares; 2025Q2: 13,386 shares; 2025Q3: 15,766 shares; 2025Q4: 15,895 shares; 2026Q1: 19,839 shares 19,839 $988K 0.01% +3,944 Timeline ZNOV 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: 30,899 shares; 2025Q2: 18,774 shares; 2025Q3: 17,880 shares; 2025Q4: 44,264 shares; 2026Q1: 37,159 shares 37,159 $987K 0.01% -7,105 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,430 shares; 2025Q2: 15,682 shares; 2025Q3: 16,313 shares; 2025Q4: 15,617 shares; 2026Q1: 14,481 shares 14,481 $984K 0.01% -1,136 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,151 shares; 2025Q3: 16,272 shares; 2025Q4: 15,922 shares; 2026Q1: 18,058 shares 18,058 $975K 0.01% +2,136 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,363 shares; 2025Q1: 9,260 shares; 2025Q2: 11,292 shares; 2025Q3: 23,854 shares; 2025Q4: 32,852 shares; 2026Q1: 38,031 shares 38,031 $971K 0.01% +5,179 Timeline UMAR 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: 129,890 shares; 2024Q4: 78,426 shares; 2025Q1: 24,563 shares; 2025Q2: 1,554,378 shares; 2025Q3: 1,555,883 shares; 2025Q4: 24,992 shares; 2026Q1: 24,366 shares 24,366 $968K 0.01% -626 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,783 shares; 2025Q2: 3,227 shares; 2025Q3: 5,028 shares; 2025Q4: 6,502 shares; 2026Q1: 9,017 shares 9,017 $968K 0.01% +2,515 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,793 shares; 2024Q4: 14,062 shares; 2025Q1: 19,516 shares; 2025Q2: 20,408 shares; 2025Q3: 20,044 shares; 2025Q4: 21,372 shares; 2026Q1: 23,070 shares 23,070 $966K 0.01% +1,698 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,226 shares; 2025Q2: 11,341 shares; 2025Q3: 23,996 shares; 2025Q4: 32,922 shares; 2026Q1: 38,085 shares 38,085 $965K 0.01% +5,163 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,616 shares; 2024Q4: 3,397 shares; 2025Q1: 2,730 shares; 2025Q2: 4,852 shares; 2025Q3: 4,841 shares; 2025Q4: 3,095 shares; 2026Q1: 3,055 shares 3,055 $959K 0.01% -40 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,206 shares; 2024Q4: 23,545 shares; 2025Q1: 20,610 shares; 2025Q2: 22,920 shares; 2025Q3: 21,761 shares; 2025Q4: 20,595 shares; 2026Q1: 23,263 shares 23,263 $955K 0.01% +2,668 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 6,040 shares; 2025Q1: 3,496 shares; 2025Q2: 3,497 shares; 2025Q3: 5,442 shares; 2025Q4: 9,877 shares; 2026Q1: 11,246 shares 11,246 $955K 0.01% +1,369 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,025 shares; 2024Q4: 3,801 shares; 2025Q1: 4,511 shares; 2025Q2: 4,002 shares; 2025Q3: 3,997 shares; 2025Q4: 4,020 shares; 2026Q1: 4,080 shares 4,080 $955K 0.01% +60 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,072 shares; 2024Q4: 15,883 shares; 2025Q1: 15,683 shares; 2025Q2: 15,603 shares; 2025Q3: 15,543 shares; 2025Q4: 20,285 shares; 2026Q1: 18,938 shares 18,938 $954K 0.01% -1,347 Timeline IHDG 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: 10,990 shares; 2024Q4: 15,629 shares; 2025Q1: 14,047 shares; 2025Q2: 16,625 shares; 2025Q3: 17,899 shares; 2025Q4: 18,069 shares; 2026Q1: 19,770 shares 19,770 $952K 0.01% +1,701 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: 3,274 shares; 2024Q4: 3,318 shares; 2025Q1: 4,274 shares; 2025Q2: 4,573 shares; 2025Q3: 5,246 shares; 2025Q4: 4,244 shares; 2026Q1: 4,623 shares 4,623 $951K 0.01% +379 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,560 shares; 2026Q1: 36,660 shares 36,660 $947K 0.01% +5,100 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 3,094 shares; 2025Q1: 2,257 shares; 2025Q2: 2,496 shares; 2025Q3: 2,422 shares; 2025Q4: 2,611 shares; 2026Q1: 2,875 shares 2,875 $945K 0.01% +264 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,230 shares; 2025Q1: 9,793 shares; 2025Q2: 10,299 shares; 2025Q3: 2,040 shares; 2025Q4: 2,744 shares; 2026Q1: 3,220 shares 3,220 $943K 0.01% +476 Timeline XFEB 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: 12,604 shares; 2025Q2: 14,216 shares; 2025Q3: 17,234 shares; 2025Q4: 24,019 shares; 2026Q1: 26,771 shares 26,771 $942K 0.01% +2,752 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: 12,173 shares; 2024Q4: 12,248 shares; 2025Q1: 14,551 shares; 2025Q2: 14,760 shares; 2025Q3: 14,179 shares; 2025Q4: 14,355 shares; 2026Q1: 11,963 shares 11,963 $941K 0.01% -2,392 Timeline OCTJ 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: 57,059 shares; 2024Q4: 62,909 shares; 2025Q1: 61,925 shares; 2025Q2: 62,339 shares; 2025Q3: 59,091 shares; 2025Q4: 48,577 shares; 2026Q1: 39,575 shares 39,575 $937K 0.01% -9,002 Timeline APRH 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: 51,058 shares; 2024Q4: 42,382 shares; 2025Q1: 40,597 shares; 2025Q2: 42,899 shares; 2025Q3: 41,220 shares; 2025Q4: 38,946 shares; 2026Q1: 37,850 shares 37,850 $928K 0.01% -1,096 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,985 shares; 2026Q1: 7,817 shares 7,817 $928K 0.01% -1,168 Timeline JULJ 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: 52,553 shares; 2024Q4: 53,399 shares; 2025Q1: 46,217 shares; 2025Q2: 44,172 shares; 2025Q3: 38,551 shares; 2025Q4: 38,066 shares; 2026Q1: 37,289 shares 37,289 $924K 0.01% -777 Timeline CIBR 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: 3,908 shares; 2024Q4: 3,958 shares; 2025Q1: 4,507 shares; 2025Q2: 5,048 shares; 2025Q3: 10,024 shares; 2025Q4: 13,192 shares; 2026Q1: 14,736 shares 14,736 $924K 0.01% +1,544 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 899 shares; 2026Q1: 840 shares 840 $918K 0.01% -59 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,575 shares; 2025Q1: 1,659 shares; 2025Q2: 2,051 shares; 2025Q3: 1,985 shares; 2025Q4: 2,140 shares; 2026Q1: 2,097 shares 2,097 $915K 0.01% -43 Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,329 shares; 2025Q4: 15,329 shares; 2026Q1: 15,329 shares 15,329 $914K 0.01% 0 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,418 shares; 2024Q4: 32,276 shares; 2025Q1: 56,750 shares; 2025Q2: 57,134 shares; 2025Q3: 54,355 shares; 2025Q4: 54,962 shares; 2026Q1: 47,538 shares 47,538 $912K 0.01% -7,424 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,016 shares; 2025Q4: 16,082 shares; 2026Q1: 21,158 shares 21,158 $907K 0.01% +5,076 Timeline COMT 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: 20,162 shares; 2024Q4: 17,348 shares; 2025Q1: 17,203 shares; 2025Q2: 22,180 shares; 2025Q3: 26,688 shares; 2025Q4: 23,775 shares; 2026Q1: 26,651 shares 26,651 $901K 0.01% +2,876 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,016 shares; 2024Q4: 41,691 shares; 2025Q1: 37,415 shares; 2025Q2: 33,749 shares; 2025Q3: 32,364 shares; 2025Q4: 32,998 shares; 2026Q1: 23,910 shares 23,910 $895K 0.01% -9,088 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583,767 shares; 2024Q4: 37,323 shares; 2025Q1: 35,102 shares; 2025Q2: 33,952 shares; 2025Q3: 1,651,928 shares; 2025Q4: 25,319 shares; 2026Q1: 23,980 shares 23,980 $893K 0.01% -1,339 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,581 shares; 2024Q4: 17,534 shares; 2025Q1: 17,725 shares; 2025Q2: 16,072 shares; 2025Q3: 15,429 shares; 2025Q4: 14,830 shares; 2026Q1: 13,415 shares 13,415 $892K 0.01% -1,415 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: 402,595 shares; 2024Q4: 30,248 shares; 2025Q1: 16,788 shares; 2025Q2: 553,510 shares; 2025Q3: 18,580 shares; 2025Q4: 17,462 shares; 2026Q1: 18,149 shares 18,149 $889K 0.01% +687 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 15,326 shares; 2025Q1: 14,623 shares; 2025Q2: 11,797 shares; 2025Q3: 11,633 shares; 2025Q4: 11,396 shares; 2026Q1: 10,487 shares 10,487 $886K 0.01% -909 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,764 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,362 shares; 2025Q4: 3,516 shares; 2026Q1: 10,636 shares 10,636 $881K 0.01% +7,120 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,267 shares; 2025Q2: 16,267 shares; 2025Q3: 19,566 shares; 2025Q4: 24,710 shares; 2026Q1: 40,476 shares 40,476 $879K 0.01% +15,766 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 17,413 shares; 2025Q1: 19,669 shares; 2025Q2: 18,835 shares; 2025Q3: 22,139 shares; 2025Q4: 26,828 shares; 2026Q1: 23,712 shares 23,712 $873K 0.01% -3,116 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,696 shares; 2024Q4: 27,548 shares; 2025Q1: 31,836 shares; 2025Q2: 39,050 shares; 2025Q3: 41,971 shares; 2025Q4: 46,099 shares; 2026Q1: 48,434 shares 48,434 $873K 0.01% +2,335 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: 5,292 shares; 2024Q4: 5,297 shares; 2025Q1: 5,260 shares; 2025Q2: 6,217 shares; 2025Q3: 14,261 shares; 2025Q4: 10,833 shares; 2026Q1: 11,593 shares 11,593 $871K 0.01% +760 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,630 shares; 2025Q3: 4,201 shares; 2025Q4: 4,277 shares; 2026Q1: 4,168 shares 4,168 $869K 0.01% -109 Timeline SGRT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 272,999 shares; 2025Q4: 502,265 shares; 2026Q1: 32,537 shares 32,537 $868K 0.01% -469,728 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,447 shares; 2024Q4: 8,198 shares; 2025Q1: 4,864 shares; 2025Q2: 9,294 shares; 2025Q3: 8,853 shares; 2025Q4: 6,100 shares; 2026Q1: 5,947 shares 5,947 $867K 0.01% -153 Timeline EUSB 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: 16,490 shares; 2024Q4: 17,425 shares; 2025Q1: 16,800 shares; 2025Q2: 15,864 shares; 2025Q3: 17,543 shares; 2025Q4: 19,199 shares; 2026Q1: 19,912 shares 19,912 $866K 0.01% +713 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,997 shares; 2024Q4: 30,188 shares; 2025Q1: 28,617 shares; 2025Q2: 27,104 shares; 2025Q3: 31,117 shares; 2025Q4: 34,110 shares; 2026Q1: 39,935 shares 39,935 $866K 0.01% +5,825 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: 60,869 shares; 2024Q4: 63,137 shares; 2025Q1: 62,012 shares; 2025Q2: 62,328 shares; 2025Q3: 28,313 shares; 2025Q4: 55,964 shares; 2026Q1: 54,416 shares 54,416 $864K 0.01% -1,548 Timeline STRN TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,791 shares 41,791 $862K 0.01% new 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: 5,606 shares; 2024Q4: 4,405 shares; 2025Q1: 5,214 shares; 2025Q2: 7,077 shares; 2025Q3: 7,925 shares; 2025Q4: 7,306 shares; 2026Q1: 8,586 shares 8,586 $858K 0.01% +1,280 Timeline LQTI 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: 37,192 shares; 2026Q1: 43,759 shares 43,759 $857K 0.01% +6,567 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,123 shares; 2024Q4: 10,136 shares; 2025Q1: 10,155 shares; 2025Q2: 10,146 shares; 2025Q3: 10,114 shares; 2025Q4: 10,121 shares; 2026Q1: 10,088 shares 10,088 $854K 0.01% -33 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,127 shares; 2026Q1: 16,800 shares 16,800 $851K 0.01% +8,673 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,512 shares; 2025Q2: 34,334 shares; 2025Q3: 34,933 shares; 2025Q4: 32,244 shares; 2026Q1: 30,811 shares 30,811 $850K 0.01% -1,433 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,346 shares; 2024Q4: 8,644 shares; 2025Q1: 3,378 shares; 2025Q2: 2,960 shares; 2025Q3: 4,571 shares; 2025Q4: 4,221 shares; 2026Q1: 4,074 shares 4,074 $848K 0.01% -147 Timeline BUFY 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: 10,661 shares; 2025Q3: 10,661 shares; 2025Q4: 29,992 shares; 2026Q1: 37,836 shares 37,836 $847K 0.01% +7,844 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,649 shares 17,649 $842K 0.01% new Timeline ZFEB 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: 30,627 shares; 2025Q2: 42,574 shares; 2025Q3: 37,463 shares; 2025Q4: 32,717 shares; 2026Q1: 32,982 shares 32,982 $837K 0.01% +265 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,724 shares; 2024Q4: 30,499 shares; 2025Q1: 31,271 shares; 2025Q2: 38,413 shares; 2025Q3: 51,316 shares; 2025Q4: 67,584 shares; 2026Q1: 3,827 shares 3,827 $829K 0.01% -63,757 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 5,786 shares; 2025Q1: 5,510 shares; 2025Q2: 6,067 shares; 2025Q3: 6,519 shares; 2025Q4: 6,478 shares; 2026Q1: 6,755 shares 6,755 $819K 0.01% +277 Timeline SLJY 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: 16,549 shares; 2025Q4: 21,259 shares; 2026Q1: 24,277 shares 24,277 $816K 0.01% +3,018 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: 24,577 shares; 2024Q4: 21,800 shares; 2025Q1: 21,073 shares; 2025Q2: 22,606 shares; 2025Q3: 19,843 shares; 2025Q4: 20,258 shares; 2026Q1: 20,679 shares 20,679 $812K 0.01% +421 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,481 shares; 2024Q4: 18,826 shares; 2025Q1: 22,705 shares; 2025Q2: 21,780 shares; 2025Q3: 23,942 shares; 2025Q4: 25,182 shares; 2026Q1: 8,643 shares 8,643 $812K 0.01% -16,539 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 9,422 shares; 2025Q1: 20,043 shares; 2025Q2: 23,984 shares; 2025Q3: 25,183 shares; 2025Q4: 37,838 shares; 2026Q1: 6,960 shares 6,960 $800K 0.01% -30,878 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,159 shares; 2024Q4: 15,979 shares; 2025Q1: 15,910 shares; 2025Q2: 16,952 shares; 2025Q3: 581,996 shares; 2025Q4: 18,045 shares; 2026Q1: 17,190 shares 17,190 $795K 0.01% -855 2026-09-30, 13G/A Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,857 shares; 2025Q1: 28,102 shares; 2025Q2: 27,169 shares; 2025Q3: 27,430 shares; 2025Q4: 30,743 shares; 2026Q1: 37,298 shares 37,298 $785K 0.01% +6,555 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,328 shares; 2026Q1: 30,651 shares 30,651 $784K 0.01% +5,323 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: 18,239 shares; 2024Q4: 17,562 shares; 2025Q1: 17,885 shares; 2025Q2: 19,603 shares; 2025Q3: 16,134 shares; 2025Q4: 14,106 shares; 2026Q1: 14,695 shares 14,695 $784K 0.01% +589 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,407 shares; 2024Q4: 33,708 shares; 2025Q1: 35,346 shares; 2025Q2: 34,795 shares; 2025Q3: 33,325 shares; 2025Q4: 32,627 shares; 2026Q1: 32,280 shares 32,280 $782K 0.01% -347 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,316 shares; 2024Q4: 8,928 shares; 2025Q1: 36,529 shares; 2025Q2: 32,722 shares; 2025Q3: 51,073 shares; 2025Q4: 68,363 shares; 2026Q1: 40,776 shares 40,776 $781K 0.01% -27,587 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: 33,151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,481 shares; 2026Q1: 39,216 shares 39,216 $781K 0.01% +10,735 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,388 shares; 2024Q4: 8,581 shares; 2025Q1: 8,583 shares; 2025Q2: 9,227 shares; 2025Q3: 9,350 shares; 2025Q4: 9,133 shares; 2026Q1: 8,628 shares 8,628 $780K 0.01% -505 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,228 shares; 2024Q4: 29,390 shares; 2025Q1: 30,280 shares; 2025Q2: 30,282 shares; 2025Q3: 31,769 shares; 2025Q4: 31,054 shares; 2026Q1: 30,752 shares 30,752 $779K 0.01% -302 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,382 shares; 2024Q4: 31,101 shares; 2025Q1: 33,304 shares; 2025Q2: 39,246 shares; 2025Q3: 42,648 shares; 2025Q4: 76,679 shares; 2026Q1: 16,728 shares 16,728 $778K 0.01% -59,951 Timeline LTTI 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: 35,228 shares; 2026Q1: 41,189 shares 41,189 $773K 0.01% +5,961 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,508 shares; 2024Q4: 54,671 shares; 2025Q1: 56,494 shares; 2025Q2: 61,957 shares; 2025Q3: 68,040 shares; 2025Q4: 73,040 shares; 2026Q1: 74,998 shares 74,998 $772K 0.01% +1,958 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,237 shares; 2024Q4: 24,333 shares; 2025Q1: 24,652 shares; 2025Q2: 31,321 shares; 2025Q3: 35,092 shares; 2025Q4: 70,320 shares; 2026Q1: 23,213 shares 23,213 $771K 0.01% -47,107 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,493 shares; 2025Q4: 11,306 shares; 2026Q1: 11,753 shares 11,753 $769K 0.01% +447 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,287 shares; 2024Q4: 63,445 shares; 2025Q1: 70,796 shares; 2025Q2: 161,291 shares; 2025Q3: 87,851 shares; 2025Q4: 5,512 shares; 2026Q1: 15,523 shares 15,523 $768K 0.01% +10,011 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: 6,633 shares; 2024Q4: 8,669 shares; 2025Q1: 8,002 shares; 2025Q2: 6,357 shares; 2025Q3: 6,718 shares; 2025Q4: 6,542 shares; 2026Q1: 6,360 shares 6,360 $768K 0.01% -182 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,607 shares; 2024Q4: 1,493 shares; 2025Q1: 1,582 shares; 2025Q2: 1,736 shares; 2025Q3: 1,920 shares; 2025Q4: 1,937 shares; 2026Q1: 1,841 shares 1,841 $767K 0.01% -96 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,826 shares; 2025Q1: 3,545 shares; 2025Q2: 3,468 shares; 2025Q3: 3,807 shares; 2025Q4: 3,274 shares; 2026Q1: 3,710 shares 3,710 $766K 0.01% +436 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,609 shares; 2026Q1: 8,465 shares 8,465 $762K 0.01% +2,856 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,658 shares; 2025Q1: 2,680 shares; 2025Q2: 2,683 shares; 2025Q3: 2,664 shares; 2025Q4: 4,867 shares; 2026Q1: 5,014 shares 5,014 $759K 0.01% +147 Timeline IBDU 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: 30,180 shares; 2025Q1: 32,720 shares; 2025Q2: 33,081 shares; 2025Q3: 32,087 shares; 2025Q4: 31,896 shares; 2026Q1: 32,578 shares 32,578 $758K 0.01% +682 Timeline IBDR 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: 27,430 shares; 2024Q4: 32,667 shares; 2025Q1: 34,200 shares; 2025Q2: 33,643 shares; 2025Q3: 33,153 shares; 2025Q4: 31,430 shares; 2026Q1: 31,030 shares 31,030 $752K 0.01% -400 Timeline FFEB 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: 10,860 shares; 2024Q4: 13,335 shares; 2025Q1: 6,999 shares; 2025Q2: 15,019 shares; 2025Q3: 14,116 shares; 2025Q4: 6,085 shares; 2026Q1: 13,413 shares 13,413 $749K 0.01% +7,328 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,561 shares 13,561 $749K 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: 24,322 shares; 2024Q4: 6,579 shares; 2025Q1: 6,827 shares; 2025Q2: 9,231 shares; 2025Q3: 6,336 shares; 2025Q4: 6,466 shares; 2026Q1: 13,101 shares 13,101 $744K 0.01% +6,635 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,621 shares; 2026Q1: 32,066 shares 32,066 $742K 0.01% +1,445 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,034 shares; 2025Q1: 4,556 shares; 2025Q2: 5,907 shares; 2025Q3: 5,687 shares; 2025Q4: 6,810 shares; 2026Q1: 7,608 shares 7,608 $740K 0.01% +798 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,446 shares; 2025Q4: 7,206 shares; 2026Q1: 7,390 shares 7,390 $740K 0.01% +184 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 8,005 shares; 2025Q1: 7,509 shares; 2025Q2: 9,618 shares; 2025Q3: 10,716 shares; 2025Q4: 18,740 shares; 2026Q1: 16,318 shares 16,318 $739K 0.01% -2,422 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,137 shares; 2025Q4: 20,245 shares; 2026Q1: 22,521 shares 22,521 $737K 0.01% +2,276 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: 2,935 shares; 2024Q4: 2,884 shares; 2025Q1: 2,619 shares; 2025Q2: 2,626 shares; 2025Q3: 2,619 shares; 2025Q4: 2,632 shares; 2026Q1: 2,606 shares 2,606 $736K 0.01% -26 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 828 shares; 2025Q3: 2,411 shares; 2025Q4: 2,511 shares; 2026Q1: 3,499 shares 3,499 $734K 0.01% +988 Timeline AIPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 4,925 shares; 2025Q3: 19,962 shares; 2025Q4: 20,859 shares; 2026Q1: 21,732 shares 21,732 $731K 0.01% +873 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: 6,609 shares; 2024Q4: 17,260 shares; 2025Q1: 16,264 shares; 2025Q2: 17,711 shares; 2025Q3: 19,863 shares; 2025Q4: 23,036 shares; 2026Q1: 27,465 shares 27,465 $731K 0.01% +4,429 Timeline FDL 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: 5,128 shares; 2024Q4: 5,074 shares; 2025Q1: 5,065 shares; 2025Q2: 5,054 shares; 2025Q3: 10,212 shares; 2025Q4: 10,213 shares; 2026Q1: 14,375 shares 14,375 $730K 0.01% +4,162 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,104 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,568 shares; 2026Q1: 24,912 shares 24,912 $730K 0.01% +1,344 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,478 shares; 2024Q4: 4,165 shares; 2025Q1: 4,017 shares; 2025Q2: 3,809 shares; 2025Q3: 3,788 shares; 2025Q4: 3,832 shares; 2026Q1: 3,797 shares 3,797 $720K 0.01% -35 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,612 shares; 2024Q4: 6,174 shares; 2025Q1: 5,555 shares; 2025Q2: 7,020 shares; 2025Q3: 4,617 shares; 2025Q4: 11,466 shares; 2026Q1: 11,774 shares 11,774 $718K 0.01% +308 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,802 shares; 2026Q1: 37,753 shares 37,753 $717K 0.01% +1,951 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,111 shares; 2024Q4: 4,861 shares; 2025Q1: 5,102 shares; 2025Q2: 4,219 shares; 2025Q3: 4,349 shares; 2025Q4: 5,083 shares; 2026Q1: 5,018 shares 5,018 $717K 0.01% -65 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,408 shares; 2024Q4: 14,785 shares; 2025Q1: 14,189 shares; 2025Q2: 22,037 shares; 2025Q3: 23,853 shares; 2025Q4: 15,555 shares; 2026Q1: 19,480 shares 19,480 $716K 0.01% +3,925 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,508 shares; 2024Q4: 602 shares; 2025Q1: 644 shares; 2025Q2: 686 shares; 2025Q3: 2,522 shares; 2025Q4: 3,371 shares; 2026Q1: 3,313 shares 3,313 $715K 0.01% -58 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,024 shares; 2026Q1: 32,604 shares 32,604 $714K 0.01% -420 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,935 shares; 2024Q4: 13,029 shares; 2025Q1: 28,508 shares; 2025Q2: 1,800 shares; 2025Q3: 4,173 shares; 2025Q4: not reported; 2026Q1: 5,184 shares 5,184 $711K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,622 shares; 2024Q4: 2,609 shares; 2025Q1: 2,512 shares; 2025Q2: 2,408 shares; 2025Q3: 2,305 shares; 2025Q4: 2,253 shares; 2026Q1: 2,368 shares 2,368 $708K 0.01% +115 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,745 shares; 2025Q1: 2,682 shares; 2025Q2: 3,516 shares; 2025Q3: 3,827 shares; 2025Q4: 4,097 shares; 2026Q1: 4,876 shares 4,876 $707K 0.01% +779 Timeline FNOV 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: 4,494 shares; 2024Q4: 8,998 shares; 2025Q1: 18,419 shares; 2025Q2: 14,013 shares; 2025Q3: 4,459 shares; 2025Q4: 13,490 shares; 2026Q1: 13,224 shares 13,224 $706K 0.01% -266 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 77,526 shares 77,526 $701K 0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,854 shares; 2025Q4: 8,024 shares; 2026Q1: 8,713 shares 8,713 $700K 0.01% +689 Timeline PSFF 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: 275,162 shares; 2024Q4: 169,765 shares; 2025Q1: 100,413 shares; 2025Q2: 98,936 shares; 2025Q3: 83,437 shares; 2025Q4: 153,624 shares; 2026Q1: 21,783 shares 21,783 $698K 0.01% -131,841 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,239 shares; 2024Q4: 4,009 shares; 2025Q1: 4,425 shares; 2025Q2: 4,167 shares; 2025Q3: 4,000 shares; 2025Q4: 3,489 shares; 2026Q1: 3,375 shares 3,375 $698K 0.01% -114 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,346 shares; 2025Q4: 8,314 shares; 2026Q1: 9,716 shares 9,716 $697K 0.01% +1,402 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,252 shares; 2025Q3: 5,476 shares; 2025Q4: 5,594 shares; 2026Q1: 5,861 shares 5,861 $689K 0.01% +267 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,092 shares 12,092 $689K 0.01% new Timeline FALN 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: 26,050 shares; 2024Q4: 25,676 shares; 2025Q1: 26,952 shares; 2025Q2: 26,700 shares; 2025Q3: 27,999 shares; 2025Q4: 28,038 shares; 2026Q1: 25,780 shares 25,780 $689K 0.01% -2,258 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,901 shares; 2024Q4: 29,183 shares; 2025Q1: 22,681 shares; 2025Q2: 19,721 shares; 2025Q3: 16,269 shares; 2025Q4: 16,933 shares; 2026Q1: 16,078 shares 16,078 $684K 0.01% -855 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,449 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,117 shares; 2025Q3: 1,115 shares; 2025Q4: 3,192 shares; 2026Q1: 3,166 shares 3,166 $684K 0.01% -26 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 15,888 shares; 2025Q4: 18,843 shares; 2026Q1: 25,112 shares 25,112 $678K 0.01% +6,269 Timeline RSDE 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: 14,187 shares; 2025Q2: 16,269 shares; 2025Q3: 19,814 shares; 2025Q4: 27,562 shares; 2026Q1: 30,914 shares 30,914 $678K 0.01% +3,352 Timeline FDEC 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: 13,282 shares; 2025Q2: 14,423 shares; 2025Q3: 13,455 shares; 2025Q4: 14,036 shares; 2026Q1: 13,593 shares 13,593 $676K 0.01% -443 Timeline RSSE 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: 14,352 shares; 2025Q2: 16,459 shares; 2025Q3: 20,078 shares; 2025Q4: 27,981 shares; 2026Q1: 31,394 shares 31,394 $676K 0.01% +3,413 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,680 shares; 2024Q4: 262,700 shares; 2025Q1: 355,263 shares; 2025Q2: 336,035 shares; 2025Q3: 22,423 shares; 2025Q4: 20,307 shares; 2026Q1: 16,221 shares 16,221 $676K 0.01% -4,086 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,298 shares; 2025Q4: 12,192 shares; 2026Q1: 19,470 shares 19,470 $673K 0.01% +7,278 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,724 shares; 2025Q1: 2,929 shares; 2025Q2: 3,623 shares; 2025Q3: 4,933 shares; 2025Q4: 5,773 shares; 2026Q1: 8,915 shares 8,915 $671K 0.01% +3,142 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 11,095 shares; 2025Q1: 10,696 shares; 2025Q2: 10,938 shares; 2025Q3: 15,271 shares; 2025Q4: 14,408 shares; 2026Q1: 13,302 shares 13,302 $669K 0.01% -1,106 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 9,034 shares; 2025Q4: 9,062 shares; 2026Q1: 9,324 shares 9,324 $668K 0.01% +262 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE 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: not reported; 2025Q3: 4,353 shares; 2025Q4: 4,101 shares; 2026Q1: 5,050 shares 5,050 $665K 0.01% +949 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: 18,124 shares; 2024Q4: 15,932 shares; 2025Q1: 14,887 shares; 2025Q2: 14,726 shares; 2025Q3: 13,636 shares; 2025Q4: 14,204 shares; 2026Q1: 12,884 shares 12,884 $660K 0.01% -1,320 Timeline VONG 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: 13,734 shares; 2024Q4: 25,201 shares; 2025Q1: 14,942 shares; 2025Q2: 17,273 shares; 2025Q3: 17,072 shares; 2025Q4: 22,676 shares; 2026Q1: 6,012 shares 6,012 $659K 0.01% -16,664 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,512 shares; 2024Q4: 8,059 shares; 2025Q1: 9,080 shares; 2025Q2: 8,835 shares; 2025Q3: 10,498 shares; 2025Q4: 11,843 shares; 2026Q1: 9,754 shares 9,754 $658K 0.01% -2,089 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: 2,376 shares; 2024Q4: 2,379 shares; 2025Q1: 2,414 shares; 2025Q2: 2,423 shares; 2025Q3: 4,917 shares; 2025Q4: 5,244 shares; 2026Q1: 5,158 shares 5,158 $657K 0.01% -86 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 6,870 shares; 2026Q1: 22,205 shares 22,205 $653K 0.01% +15,335 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: 2,863 shares; 2024Q4: 2,651 shares; 2025Q1: 2,707 shares; 2025Q2: 2,939 shares; 2025Q3: 2,917 shares; 2025Q4: 3,049 shares; 2026Q1: 5,156 shares 5,156 $653K 0.01% +2,107 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,844 shares; 2024Q4: 16,198 shares; 2025Q1: 18,801 shares; 2025Q2: 17,647 shares; 2025Q3: 16,287 shares; 2025Q4: 15,065 shares; 2026Q1: 13,942 shares 13,942 $653K 0.01% -1,123 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: 4,336 shares; 2024Q4: 3,249 shares; 2025Q1: 2,765 shares; 2025Q2: 3,013 shares; 2025Q3: 3,088 shares; 2025Q4: 2,890 shares; 2026Q1: 2,654 shares 2,654 $650K 0.01% -236 Timeline YYY 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: 68,946 shares; 2024Q4: 62,050 shares; 2025Q1: 49,414 shares; 2025Q2: 60,672 shares; 2025Q3: 65,955 shares; 2025Q4: 67,957 shares; 2026Q1: 58,948 shares 58,948 $650K 0.01% -9,009 Timeline IVVM 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: 19,026 shares 19,026 $649K 0.01% new 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: 14,453 shares; 2024Q4: 14,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,652 shares 26,652 $645K 0.01% new Timeline APOC 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: 25,206 shares; 2026Q1: 25,143 shares 25,143 $642K 0.01% -63 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,890 shares; 2024Q4: 9,850 shares; 2025Q1: 11,321 shares; 2025Q2: 8,806 shares; 2025Q3: 9,099 shares; 2025Q4: 9,938 shares; 2026Q1: 6,303 shares 6,303 $642K 0.01% -3,635 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,939 shares; 2024Q4: 32,094 shares; 2025Q1: 27,859 shares; 2025Q2: 24,586 shares; 2025Q3: 22,844 shares; 2025Q4: 18,334 shares; 2026Q1: 17,732 shares 17,732 $641K 0.01% -602 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,069 shares; 2025Q4: 1,978 shares; 2026Q1: 2,409 shares 2,409 $640K 0.01% +431 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,253 shares 11,253 $637K 0.01% new Timeline FUTY 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: 164,548 shares; 2024Q4: 96,574 shares; 2025Q1: 82,523 shares; 2025Q2: 12,235 shares; 2025Q3: 12,111 shares; 2025Q4: 11,401 shares; 2026Q1: 10,760 shares 10,760 $636K 0.01% -641 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,153 shares; 2025Q4: not reported; 2026Q1: 23,558 shares 23,558 $634K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684 shares; 2024Q4: 739 shares; 2025Q1: 676 shares; 2025Q2: 11,523 shares; 2025Q3: 14,846 shares; 2025Q4: 18,309 shares; 2026Q1: 1,459 shares 1,459 $633K 0.01% -16,850 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,678 shares; 2024Q4: 4,381 shares; 2025Q1: 3,751 shares; 2025Q2: 4,078 shares; 2025Q3: 4,242 shares; 2025Q4: 5,489 shares; 2026Q1: 6,779 shares 6,779 $630K 0.01% +1,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,758 shares; 2025Q4: not reported; 2026Q1: 3,441 shares 3,441 $627K 0.01% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,897 shares; 2025Q4: 10,223 shares; 2026Q1: 15,897 shares 15,897 $627K 0.01% +5,674 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,892 shares; 2025Q4: 7,408 shares; 2026Q1: 9,096 shares 9,096 $627K 0.01% +1,688 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 6,066 shares; 2025Q1: 5,792 shares; 2025Q2: 6,389 shares; 2025Q3: 6,407 shares; 2025Q4: 12,746 shares; 2026Q1: 7,811 shares 7,811 $620K 0.01% -4,935 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,698 shares; 2025Q1: 1,864 shares; 2025Q2: 2,461 shares; 2025Q3: 2,000 shares; 2025Q4: 1,927 shares; 2026Q1: 1,152 shares 1,152 $620K 0.01% -775 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 782 shares 782 $618K 0.01% new 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: 31,077 shares; 2024Q4: 19,754 shares; 2025Q1: 14,569 shares; 2025Q2: 17,810 shares; 2025Q3: 20,498 shares; 2025Q4: 20,587 shares; 2026Q1: 24,219 shares 24,219 $617K 0.01% +3,632 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,183 shares; 2024Q4: 9,890 shares; 2025Q1: 8,876 shares; 2025Q2: 14,407 shares; 2025Q3: 14,051 shares; 2025Q4: 13,844 shares; 2026Q1: 13,747 shares 13,747 $617K 0.01% -97 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,641 shares; 2025Q1: 4,777 shares; 2025Q2: 4,491 shares; 2025Q3: 4,895 shares; 2025Q4: 6,442 shares; 2026Q1: 7,542 shares 7,542 $616K 0.01% +1,100 Timeline DDFS 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: 27,943 shares; 2025Q4: 29,813 shares; 2026Q1: 29,047 shares 29,047 $613K 0.01% -766 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: 13,026 shares; 2024Q4: 16,543 shares; 2025Q1: 19,254 shares; 2025Q2: 19,747 shares; 2025Q3: 22,800 shares; 2025Q4: 24,718 shares; 2026Q1: 24,720 shares 24,720 $612K 0.01% +2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,658 shares; 2024Q4: 7,599 shares; 2025Q1: 7,868 shares; 2025Q2: 7,782 shares; 2025Q3: 7,816 shares; 2025Q4: 7,639 shares; 2026Q1: 7,563 shares 7,563 $612K 0.01% -76 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,334 shares; 2024Q4: 15,823 shares; 2025Q1: 16,084 shares; 2025Q2: 17,451 shares; 2025Q3: 19,512 shares; 2025Q4: 11,107 shares; 2026Q1: 12,070 shares 12,070 $609K 0.01% +963 Timeline DXJ 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: 4,405 shares; 2024Q4: 4,943 shares; 2025Q1: 4,930 shares; 2025Q2: 4,489 shares; 2025Q3: 4,537 shares; 2025Q4: 4,489 shares; 2026Q1: 3,827 shares 3,827 $607K 0.01% -662 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,420 shares 2,420 $604K 0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,894 shares; 2025Q3: 9,940 shares; 2025Q4: 11,836 shares; 2026Q1: 18,753 shares 18,753 $604K 0.01% +6,917 Timeline FRNW FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,054 shares 26,054 $602K 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: 10,589 shares; 2024Q4: 15,583 shares; 2025Q1: 94,868 shares; 2025Q2: 22,885 shares; 2025Q3: 42,279 shares; 2025Q4: 44,342 shares; 2026Q1: 59,944 shares 59,944 $601K 0.01% +15,602 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 267 shares; 2025Q3: 302 shares; 2025Q4: 394 shares; 2026Q1: 408 shares 408 $600K 0.01% +14 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 3,727 shares; 2025Q1: 3,551 shares; 2025Q2: 3,501 shares; 2025Q3: 4,058 shares; 2025Q4: 4,337 shares; 2026Q1: 5,006 shares 5,006 $594K 0.01% +669 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,674 shares 8,674 $594K 0.01% new 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: 983 shares; 2024Q4: 917 shares; 2025Q1: 1,020 shares; 2025Q2: 5,604 shares; 2025Q3: 4,853 shares; 2025Q4: 2,363 shares; 2026Q1: 1,825 shares 1,825 $589K 0.01% -538 Timeline SDVD 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: 11,014 shares; 2026Q1: 27,019 shares 27,019 $586K 0.01% +16,005 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,172 shares; 2024Q4: 16,344 shares; 2025Q1: 14,766 shares; 2025Q2: 14,633 shares; 2025Q3: 14,718 shares; 2025Q4: 12,757 shares; 2026Q1: 10,969 shares 10,969 $584K 0.01% -1,788 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,897 shares; 2024Q4: 17,521 shares; 2025Q1: 17,608 shares; 2025Q2: 17,521 shares; 2025Q3: 17,521 shares; 2025Q4: 17,521 shares; 2026Q1: 17,521 shares 17,521 $582K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,263 shares; 2024Q4: 11,630 shares; 2025Q1: 12,667 shares; 2025Q2: 16,968 shares; 2025Q3: 13,829 shares; 2025Q4: 9,702 shares; 2026Q1: 8,945 shares 8,945 $581K 0.01% -757 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,646 shares; 2025Q4: 14,098 shares; 2026Q1: 14,463 shares 14,463 $581K 0.01% +365 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: not reported; 2024Q4: 10,157 shares; 2025Q1: 213,376 shares; 2025Q2: 222,907 shares; 2025Q3: 177,360 shares; 2025Q4: 12,924 shares; 2026Q1: 33,804 shares 33,804 $578K 0.01% +20,880 Timeline MOO 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: 4,428 shares; 2024Q4: 5,074 shares; 2025Q1: 5,367 shares; 2025Q2: 5,636 shares; 2025Q3: 5,911 shares; 2025Q4: 6,330 shares; 2026Q1: 6,824 shares 6,824 $577K 0.01% +494 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,615 shares; 2024Q4: 6,504 shares; 2025Q1: 6,550 shares; 2025Q2: 6,729 shares; 2025Q3: 8,043 shares; 2025Q4: 8,422 shares; 2026Q1: 8,129 shares 8,129 $575K 0.01% -293 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 3,477 shares; 2025Q1: 5,724 shares; 2025Q2: 5,967 shares; 2025Q3: 6,049 shares; 2025Q4: 5,925 shares; 2026Q1: 6,934 shares 6,934 $572K 0.01% +1,009 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,674 shares; 2024Q4: 14,532 shares; 2025Q1: 17,430 shares; 2025Q2: 23,057 shares; 2025Q3: 20,240 shares; 2025Q4: 1,833 shares; 2026Q1: 2,055 shares 2,055 $571K 0.01% +222 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,862 shares; 2024Q4: 12,382 shares; 2025Q1: 11,874 shares; 2025Q2: 13,197 shares; 2025Q3: 14,272 shares; 2025Q4: not reported; 2026Q1: 12,195 shares 12,195 $570K 0.01% new Timeline VT 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: 2,834 shares; 2024Q4: 2,684 shares; 2025Q1: 2,560 shares; 2025Q2: 2,634 shares; 2025Q3: 2,808 shares; 2025Q4: 3,300 shares; 2026Q1: 4,113 shares 4,113 $569K 0.01% +813 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,146 shares; 2025Q2: 2,812 shares; 2025Q3: 3,196 shares; 2025Q4: 3,233 shares; 2026Q1: 3,186 shares 3,186 $567K 0.01% -47 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,461 shares; 2024Q4: 23,162 shares; 2025Q1: 18,523 shares; 2025Q2: 16,190 shares; 2025Q3: 12,045 shares; 2025Q4: 11,093 shares; 2026Q1: 10,777 shares 10,777 $567K 0.01% -316 Timeline HYGH 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: 2,497 shares; 2024Q4: 3,869 shares; 2025Q1: 3,976 shares; 2025Q2: 4,874 shares; 2025Q3: 5,416 shares; 2025Q4: 5,590 shares; 2026Q1: 6,537 shares 6,537 $560K 0.01% +947 Timeline YMAR 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: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 23,981 shares; 2025Q2: 23,081 shares; 2025Q3: 22,156 shares; 2025Q4: 20,956 shares; 2026Q1: 20,456 shares 20,456 $560K 0.01% -500 Timeline AAPR 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: 44,875 shares; 2024Q4: 44,742 shares; 2025Q1: 41,833 shares; 2025Q2: 22,990 shares; 2025Q3: 22,871 shares; 2025Q4: 22,871 shares; 2026Q1: 19,179 shares 19,179 $552K 0.01% -3,692 Timeline DJUN 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: 13,251 shares; 2024Q4: 13,227 shares; 2025Q1: 13,053 shares; 2025Q2: 12,621 shares; 2025Q3: 12,094 shares; 2025Q4: 11,833 shares; 2026Q1: 11,708 shares 11,708 $551K 0.01% -125 Timeline LRNZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,706 shares 13,706 $549K 0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 5,830 shares; 2025Q1: 5,748 shares; 2025Q2: 5,692 shares; 2025Q3: 5,923 shares; 2025Q4: 7,273 shares; 2026Q1: 8,450 shares 8,450 $547K 0.01% +1,177 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: 3,015 shares; 2024Q4: 3,622 shares; 2025Q1: 3,684 shares; 2025Q2: 4,493 shares; 2025Q3: 4,477 shares; 2025Q4: 5,251 shares; 2026Q1: 5,291 shares 5,291 $547K 0.01% +40 Timeline ZJUL 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: 12,388 shares; 2024Q4: 10,539 shares; 2025Q1: 9,700 shares; 2025Q2: 25,654 shares; 2025Q3: 27,565 shares; 2025Q4: 26,831 shares; 2026Q1: 18,811 shares 18,811 $547K 0.01% -8,020 Timeline USXF 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: 9,906 shares 9,906 $547K 0.01% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,827 shares; 2024Q4: 6,041 shares; 2025Q1: 6,139 shares; 2025Q2: 6,011 shares; 2025Q3: 8,349 shares; 2025Q4: 8,950 shares; 2026Q1: 9,345 shares 9,345 $546K 0.01% +395 Timeline CGO CALAMOS GLOBAL TOTAL RETURN More: the full row for CALAMOS GLOBAL TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,389 shares; 2024Q4: 20,315 shares; 2025Q1: 35,906 shares; 2025Q2: 39,634 shares; 2025Q3: 44,992 shares; 2025Q4: 47,583 shares; 2026Q1: 48,760 shares 48,760 $544K 0.01% +1,177 Timeline FDLO 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: 6,548 shares; 2024Q4: 7,626 shares; 2025Q1: 7,765 shares; 2025Q2: 8,581 shares; 2025Q3: 8,565 shares; 2025Q4: 8,571 shares; 2026Q1: 8,417 shares 8,417 $544K 0.01% -154 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,642 shares; 2024Q4: 9,289 shares; 2025Q1: 12,265 shares; 2025Q2: 12,621 shares; 2025Q3: 13,565 shares; 2025Q4: 13,690 shares; 2026Q1: 14,181 shares 14,181 $542K 0.01% +491 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 902 shares; 2025Q4: 950 shares; 2026Q1: 1,425 shares 1,425 $542K 0.01% +475 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,790 shares 15,790 $541K 0.01% new Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,391 shares 6,391 $541K 0.01% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,277 shares; 2025Q1: 2,279 shares; 2025Q2: 2,368 shares; 2025Q3: 2,469 shares; 2025Q4: 2,401 shares; 2026Q1: 3,076 shares 3,076 $537K 0.01% +675 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,509 shares; 2025Q4: 16,130 shares; 2026Q1: 11,661 shares 11,661 $535K 0.01% -4,469 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,046 shares; 2024Q4: 22,195 shares; 2025Q1: 21,127 shares; 2025Q2: 20,390 shares; 2025Q3: 18,234 shares; 2025Q4: 18,333 shares; 2026Q1: 19,446 shares 19,446 $534K 0.01% +1,113 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 162 shares; 2025Q1: 161 shares; 2025Q2: 140 shares; 2025Q3: 144 shares; 2025Q4: 147 shares; 2026Q1: 158 shares 158 $534K 0.01% +11 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: 4,241 shares; 2024Q4: 3,985 shares; 2025Q1: 4,075 shares; 2025Q2: 3,846 shares; 2025Q3: 3,828 shares; 2025Q4: 3,791 shares; 2026Q1: 3,669 shares 3,669 $527K 0.01% -122 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,581 shares; 2025Q1: 4,480 shares; 2025Q2: 12,248 shares; 2025Q3: 12,036 shares; 2025Q4: 9,726 shares; 2026Q1: 4,868 shares 4,868 $527K 0.01% -4,858 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,249 shares; 2025Q2: 12,457 shares; 2025Q3: 11,960 shares; 2025Q4: 12,342 shares; 2026Q1: 12,800 shares 12,800 $527K 0.01% +458 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,675 shares; 2024Q4: 84,818 shares; 2025Q1: 43,889 shares; 2025Q2: 31,218 shares; 2025Q3: 32,914 shares; 2025Q4: 35,256 shares; 2026Q1: 9,648 shares 9,648 $526K 0.01% -25,608 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,830 shares; 2025Q1: 1,735 shares; 2025Q2: 1,831 shares; 2025Q3: 953 shares; 2025Q4: 1,093 shares; 2026Q1: 1,440 shares 1,440 $523K 0.01% +347 Timeline AJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,630 shares; 2024Q4: 41,469 shares; 2025Q1: 42,667 shares; 2025Q2: 31,097 shares; 2025Q3: 30,132 shares; 2025Q4: 23,917 shares; 2026Q1: 17,960 shares 17,960 $521K 0.01% -5,957 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,470 shares; 2024Q4: 15,985 shares; 2025Q1: 16,458 shares; 2025Q2: 19,000 shares; 2025Q3: 25,179 shares; 2025Q4: 36,714 shares; 2026Q1: 38,258 shares 38,258 $519K 0.01% +1,544 Timeline IHY VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,180 shares 24,180 $519K 0.01% new Timeline ILDR 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: 12,753 shares; 2025Q4: 19,844 shares; 2026Q1: 17,411 shares 17,411 $518K 0.01% -2,433 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,664 shares; 2024Q4: 9,421 shares; 2025Q1: 8,013 shares; 2025Q2: 8,711 shares; 2025Q3: 8,588 shares; 2025Q4: 9,422 shares; 2026Q1: 10,963 shares 10,963 $515K 0.01% +1,541 Timeline CEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,375 shares; 2025Q4: 13,243 shares; 2026Q1: 18,031 shares 18,031 $513K 0.01% +4,788 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,186 shares; 2024Q4: 10,036 shares; 2025Q1: 15,807 shares; 2025Q2: 9,285 shares; 2025Q3: 9,960 shares; 2025Q4: 9,773 shares; 2026Q1: 9,583 shares 9,583 $511K 0.01% -190 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: 1,025 shares; 2024Q4: 1,305 shares; 2025Q1: 12,432 shares; 2025Q2: 18,494 shares; 2025Q3: 36,006 shares; 2025Q4: 39,788 shares; 2026Q1: 1,605 shares 1,605 $511K 0.01% -38,183 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,204 shares 18,204 $509K 0.01% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,524 shares; 2025Q1: 3,530 shares; 2025Q2: 3,529 shares; 2025Q3: 3,537 shares; 2025Q4: 3,544 shares; 2026Q1: 3,544 shares 3,544 $505K 0.01% 0 Timeline FNDX 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: 6,525 shares; 2024Q4: 19,409 shares; 2025Q1: 21,505 shares; 2025Q2: 18,025 shares; 2025Q3: 19,085 shares; 2025Q4: 21,763 shares; 2026Q1: 18,106 shares 18,106 $504K 0.01% -3,657 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 2,014 shares; 2025Q1: 1,739 shares; 2025Q2: 2,521 shares; 2025Q3: 2,879 shares; 2025Q4: 2,875 shares; 2026Q1: 3,197 shares 3,197 $489K 0.01% +322 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,621 shares; 2024Q4: 2,653 shares; 2025Q1: 2,804 shares; 2025Q2: 3,063 shares; 2025Q3: 2,868 shares; 2025Q4: 2,931 shares; 2026Q1: 2,856 shares 2,856 $487K 0.01% -75 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: 18,526 shares; 2024Q4: 23,711 shares; 2025Q1: 24,001 shares; 2025Q2: 29,765 shares; 2025Q3: 26,971 shares; 2025Q4: 27,373 shares; 2026Q1: 28,340 shares 28,340 $485K 0.01% +967 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 14,300 shares; 2025Q1: 11,129 shares; 2025Q2: 8,341 shares; 2025Q3: 9,722 shares; 2025Q4: 7,344 shares; 2026Q1: 6,115 shares 6,115 $483K 0.01% -1,229 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: 2,171 shares; 2024Q4: 2,062 shares; 2025Q1: 2,160 shares; 2025Q2: 2,407 shares; 2025Q3: 2,421 shares; 2025Q4: 2,612 shares; 2026Q1: 2,858 shares 2,858 $483K 0.01% +246 Timeline XBJA 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: 33,681 shares; 2024Q4: 13,910 shares; 2025Q1: 28,176 shares; 2025Q2: 29,347 shares; 2025Q3: 31,737 shares; 2025Q4: 13,183 shares; 2026Q1: 15,392 shares 15,392 $481K 0.01% +2,209 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,487 shares; 2024Q4: 7,551 shares; 2025Q1: 7,883 shares; 2025Q2: 29,267 shares; 2025Q3: 38,394 shares; 2025Q4: 7,484 shares; 2026Q1: 7,379 shares 7,379 $481K 0.01% -105 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,961 shares; 2026Q1: 9,041 shares 9,041 $478K 0.01% -920 Timeline GDEC 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: 6,021 shares; 2025Q1: not reported; 2025Q2: 9,101 shares; 2025Q3: 8,775 shares; 2025Q4: 22,840 shares; 2026Q1: 12,827 shares 12,827 $475K 0.01% -10,013 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,514 shares; 2024Q4: 19,193 shares; 2025Q1: 17,496 shares; 2025Q2: 9,001 shares; 2025Q3: 8,735 shares; 2025Q4: 8,504 shares; 2026Q1: 8,335 shares 8,335 $471K 0.01% -169 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,108 shares; 2025Q4: 14,007 shares; 2026Q1: 18,430 shares 18,430 $471K 0.01% +4,423 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,529 shares; 2024Q4: 65,002 shares; 2025Q1: 64,930 shares; 2025Q2: 56,269 shares; 2025Q3: 48,884 shares; 2025Q4: 47,045 shares; 2026Q1: 42,599 shares 42,599 $469K 0.01% -4,446 Timeline WOOD 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: 4,023 shares; 2024Q4: 4,604 shares; 2025Q1: 4,849 shares; 2025Q2: 5,329 shares; 2025Q3: 5,602 shares; 2025Q4: 6,080 shares; 2026Q1: 6,602 shares 6,602 $468K 0.01% +522 Timeline ARGT 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: 4,998 shares; 2024Q4: 4,998 shares; 2025Q1: 6,123 shares; 2025Q2: 6,223 shares; 2025Q3: 5,874 shares; 2025Q4: 5,580 shares; 2026Q1: 5,016 shares 5,016 $468K 0.01% -564 Timeline EIRL 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: 4,973 shares; 2024Q4: 4,973 shares; 2025Q1: 6,175 shares; 2025Q2: 6,375 shares; 2025Q3: 8,089 shares; 2025Q4: 7,686 shares; 2026Q1: 6,797 shares 6,797 $468K 0.01% -889 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: 3,213 shares; 2025Q1: 3,076 shares; 2025Q2: 4,884 shares; 2025Q3: 2,874 shares; 2025Q4: 2,770 shares; 2026Q1: 3,436 shares 3,436 $466K 0.01% +666 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,278 shares; 2025Q1: 4,133 shares; 2025Q2: 4,083 shares; 2025Q3: 4,070 shares; 2025Q4: 3,344 shares; 2026Q1: 2,734 shares 2,734 $462K 0.01% -610 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,133 shares; 2025Q1: 17,006 shares; 2025Q2: 18,297 shares; 2025Q3: 24,549 shares; 2025Q4: 27,835 shares; 2026Q1: 29,048 shares 29,048 $460K 0.01% +1,213 Timeline DDTF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,544 shares 24,544 $458K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,575 shares; 2025Q4: 3,508 shares; 2026Q1: 3,390 shares 3,390 $456K 0.01% -118 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 5,381 shares; 2025Q1: 4,839 shares; 2025Q2: 4,612 shares; 2025Q3: 4,811 shares; 2025Q4: 4,931 shares; 2026Q1: 4,909 shares 4,909 $455K 0.01% -22 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,638 shares 16,638 $455K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,509 shares; 2025Q4: 7,721 shares; 2026Q1: 4,183 shares 4,183 $454K 0.01% -3,538 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,011 shares; 2024Q4: 3,431 shares; 2025Q1: 2,529 shares; 2025Q2: 1,509 shares; 2025Q3: 1,614 shares; 2025Q4: 1,560 shares; 2026Q1: 1,453 shares 1,453 $454K 0.01% -107 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 172,728 shares; 2025Q1: 193,542 shares; 2025Q2: 167,050 shares; 2025Q3: 12,542 shares; 2025Q4: 10,686 shares; 2026Q1: 9,720 shares 9,720 $453K 0.01% -966 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,257 shares; 2024Q4: 3,158 shares; 2025Q1: 4,194 shares; 2025Q2: 3,944 shares; 2025Q3: 2,638 shares; 2025Q4: 2,115 shares; 2026Q1: 2,270 shares 2,270 $450K 0.01% +155 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,554 shares; 2024Q4: 27,162 shares; 2025Q1: 19,372 shares; 2025Q2: 19,637 shares; 2025Q3: 5,198 shares; 2025Q4: 7,692 shares; 2026Q1: 10,580 shares 10,580 $448K 0.01% +2,888 Timeline SCHI 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: 19,085 shares; 2025Q3: 21,648 shares; 2025Q4: 22,185 shares; 2026Q1: 19,732 shares 19,732 $448K 0.01% -2,453 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,502 shares 1,502 $447K 0.01% new Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,892 shares; 2024Q4: 11,851 shares; 2025Q1: 9,841 shares; 2025Q2: 8,871 shares; 2025Q3: 8,856 shares; 2025Q4: 8,553 shares; 2026Q1: 8,547 shares 8,547 $447K 0.01% -6 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,439 shares; 2026Q1: 4,028 shares 4,028 $446K 0.01% +1,589 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,342 shares; 2024Q4: 85,927 shares; 2025Q1: 75,993 shares; 2025Q2: 4,970 shares; 2025Q3: 4,986 shares; 2025Q4: 4,959 shares; 2026Q1: 5,656 shares 5,656 $445K 0.01% +697 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: 15,021 shares; 2024Q4: 15,734 shares; 2025Q1: 14,190 shares; 2025Q2: 5,098 shares; 2025Q3: 5,151 shares; 2025Q4: 4,527 shares; 2026Q1: 3,668 shares 3,668 $445K 0.01% -859 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 1,644 shares; 2026Q1: 1,817 shares 1,817 $444K 0.01% +173 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 2,116 shares; 2026Q1: 2,414 shares 2,414 $442K 0.01% +298 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: not reported; 2025Q4: 14,260 shares; 2026Q1: 52,796 shares 52,796 $441K 0.01% +38,536 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: 2,528 shares; 2024Q4: 29,296 shares; 2025Q1: 31,030 shares; 2025Q2: 2,236 shares; 2025Q3: 2,067 shares; 2025Q4: 2,062 shares; 2026Q1: 1,832 shares 1,832 $439K 0.01% -230 Timeline CHW CALAMOS GBL DYN INCOME FUND More: the full row for CALAMOS GBL DYN INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,164 shares; 2024Q4: 35,066 shares; 2025Q1: 37,972 shares; 2025Q2: 43,847 shares; 2025Q3: 55,286 shares; 2025Q4: 59,155 shares; 2026Q1: 60,317 shares 60,317 $438K 0.01% +1,162 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,220 shares; 2025Q2: 8,300 shares; 2025Q3: 11,451 shares; 2025Q4: 10,502 shares; 2026Q1: 9,569 shares 9,569 $436K <0.01% -933 Timeline BUFB 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: 9,769 shares; 2025Q2: 9,769 shares; 2025Q3: 10,754 shares; 2025Q4: 13,106 shares; 2026Q1: 12,111 shares 12,111 $435K <0.01% -995 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,650 shares; 2025Q2: 16,177 shares; 2025Q3: 48,533 shares; 2025Q4: 44,106 shares; 2026Q1: 17,320 shares 17,320 $435K <0.01% -26,786 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: 37,929 shares; 2024Q4: 48,910 shares; 2025Q1: 45,675 shares; 2025Q2: 49,491 shares; 2025Q3: 47,346 shares; 2025Q4: 50,769 shares; 2026Q1: 86,176 shares 86,176 $433K <0.01% +35,407 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,306 shares; 2024Q4: 8,822 shares; 2025Q1: 8,987 shares; 2025Q2: 9,507 shares; 2025Q3: 8,883 shares; 2025Q4: 9,005 shares; 2026Q1: 7,739 shares 7,739 $432K <0.01% -1,266 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,214 shares; 2024Q4: 51,014 shares; 2025Q1: 3,041 shares; 2025Q2: 3,325 shares; 2025Q3: 3,460 shares; 2025Q4: 3,422 shares; 2026Q1: 3,715 shares 3,715 $431K <0.01% +293 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,062 shares 1,062 $429K <0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 1,074 shares; 2025Q1: 1,032 shares; 2025Q2: 1,101 shares; 2025Q3: 1,139 shares; 2025Q4: 1,149 shares; 2026Q1: 1,192 shares 1,192 $428K <0.01% +43 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,107 shares; 2026Q1: 1,191 shares 1,191 $426K <0.01% +84 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,737 shares; 2025Q2: 1,983 shares; 2025Q3: 2,088 shares; 2025Q4: 3,652 shares; 2026Q1: 3,389 shares 3,389 $425K <0.01% -263 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,845 shares; 2024Q4: 77,674 shares; 2025Q1: 77,175 shares; 2025Q2: 71,921 shares; 2025Q3: 66,929 shares; 2025Q4: 64,904 shares; 2026Q1: 51,945 shares 51,945 $424K <0.01% -12,959 Timeline ZMAY 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: 24,285 shares; 2025Q3: 22,928 shares; 2025Q4: 20,114 shares; 2026Q1: 16,529 shares 16,529 $423K <0.01% -3,585 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,336 shares; 2024Q4: 165,314 shares; 2025Q1: 8,459 shares; 2025Q2: 6,309 shares; 2025Q3: 6,273 shares; 2025Q4: 7,270 shares; 2026Q1: 5,676 shares 5,676 $423K <0.01% -1,594 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,513 shares 8,513 $423K <0.01% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,868 shares; 2025Q4: 7,261 shares; 2026Q1: 6,398 shares 6,398 $422K <0.01% -863 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,083 shares; 2024Q4: 10,389 shares; 2025Q1: 10,399 shares; 2025Q2: 8,107 shares; 2025Q3: 8,209 shares; 2025Q4: 8,218 shares; 2026Q1: 8,661 shares 8,661 $420K <0.01% +443 Timeline FTRI 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: 19,212 shares; 2025Q4: 23,405 shares; 2026Q1: 23,426 shares 23,426 $418K <0.01% +21 Timeline GNOV 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: 6,547 shares; 2026Q1: 10,735 shares 10,735 $418K <0.01% +4,188 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,147 shares; 2025Q2: 10,228 shares; 2025Q3: 12,874 shares; 2025Q4: 11,722 shares; 2026Q1: 10,533 shares 10,533 $418K <0.01% -1,189 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989 shares; 2024Q4: 1,941 shares; 2025Q1: not reported; 2025Q2: 1,943 shares; 2025Q3: 1,989 shares; 2025Q4: 2,147 shares; 2026Q1: 4,924 shares 4,924 $418K <0.01% +2,777 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,275 shares; 2024Q4: 13,535 shares; 2025Q1: 11,081 shares; 2025Q2: 7,344 shares; 2025Q3: 7,815 shares; 2025Q4: 7,088 shares; 2026Q1: 7,244 shares 7,244 $418K <0.01% +156 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,083 shares; 2024Q4: 7,090 shares; 2025Q1: 7,055 shares; 2025Q2: 6,170 shares; 2025Q3: 6,119 shares; 2025Q4: 8,644 shares; 2026Q1: 9,171 shares 9,171 $417K <0.01% +527 Timeline TE T1 ENERGY INC More: the full row for T1 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: 94,952 shares 94,952 $417K <0.01% new Timeline DDTN 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: 20,275 shares; 2026Q1: 22,225 shares 22,225 $416K <0.01% +1,950 Timeline HYD 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: 10,084 shares; 2025Q1: 8,650 shares; 2025Q2: not reported; 2025Q3: 4,623 shares; 2025Q4: 10,537 shares; 2026Q1: 8,298 shares 8,298 $416K <0.01% -2,239 Timeline AJAN 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: 25,220 shares; 2024Q4: 20,074 shares; 2025Q1: 17,149 shares; 2025Q2: 17,149 shares; 2025Q3: 14,728 shares; 2025Q4: 14,728 shares; 2026Q1: 15,009 shares 15,009 $415K <0.01% +281 Timeline SFTX HORIZON FDS More: the full row for HORIZON 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: 15,544 shares 15,544 $414K <0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,466 shares; 2024Q4: not reported; 2025Q1: 10,315 shares; 2025Q2: 9,598 shares; 2025Q3: 10,241 shares; 2025Q4: 9,326 shares; 2026Q1: 8,963 shares 8,963 $414K <0.01% -363 Timeline XUSP 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: 4,620 shares; 2026Q1: 9,368 shares 9,368 $414K <0.01% +4,748 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,629 shares; 2025Q4: 3,724 shares; 2026Q1: 4,101 shares 4,101 $413K <0.01% +377 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,220 shares; 2025Q3: 7,118 shares; 2025Q4: 6,963 shares; 2026Q1: 3,123 shares 3,123 $409K <0.01% -3,840 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,142 shares; 2025Q3: 5,083 shares; 2025Q4: 5,751 shares; 2026Q1: 6,608 shares 6,608 $409K <0.01% +857 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,409 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 1,405 shares; 2025Q4: 1,405 shares; 2026Q1: 1,417 shares 1,417 $407K <0.01% +12 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,413 shares; 2025Q1: 1,575 shares; 2025Q2: 1,693 shares; 2025Q3: 1,680 shares; 2025Q4: 1,684 shares; 2026Q1: 1,525 shares 1,525 $406K <0.01% -159 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,724 shares; 2024Q4: 49,148 shares; 2025Q1: 47,254 shares; 2025Q2: 43,925 shares; 2025Q3: 41,622 shares; 2025Q4: 40,695 shares; 2026Q1: 37,040 shares 37,040 $403K <0.01% -3,655 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,731 shares; 2024Q4: 7,350 shares; 2025Q1: 7,283 shares; 2025Q2: 7,497 shares; 2025Q3: 7,438 shares; 2025Q4: 6,821 shares; 2026Q1: 6,716 shares 6,716 $403K <0.01% -105 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,883 shares; 2024Q4: 7,049 shares; 2025Q1: 6,732 shares; 2025Q2: 6,384 shares; 2025Q3: 5,666 shares; 2025Q4: 5,379 shares; 2026Q1: 5,606 shares 5,606 $398K <0.01% +227 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 974 shares; 2025Q1: 858 shares; 2025Q2: 791 shares; 2025Q3: 620 shares; 2025Q4: 953 shares; 2026Q1: 936 shares 936 $398K <0.01% -17 Timeline IYK 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: 4,812 shares; 2024Q4: 5,248 shares; 2025Q1: 3,634 shares; 2025Q2: 4,714 shares; 2025Q3: 4,234 shares; 2025Q4: 3,718 shares; 2026Q1: 5,647 shares 5,647 $395K <0.01% +1,929 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,133 shares; 2024Q4: 122,729 shares; 2025Q1: 122,963 shares; 2025Q2: 122,371 shares; 2025Q3: 120,702 shares; 2025Q4: 20,053 shares; 2026Q1: 23,010 shares 23,010 $393K <0.01% +2,957 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 1,871 shares; 2025Q1: 1,787 shares; 2025Q2: 1,694 shares; 2025Q3: 1,648 shares; 2025Q4: 1,915 shares; 2026Q1: 1,870 shares 1,870 $391K <0.01% -45 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: 3,037 shares; 2024Q4: 3,034 shares; 2025Q1: 3,042 shares; 2025Q2: 4,973 shares; 2025Q3: 3,050 shares; 2025Q4: 3,085 shares; 2026Q1: 2,671 shares 2,671 $391K <0.01% -414 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: 1,698 shares; 2024Q4: 1,349 shares; 2025Q1: not reported; 2025Q2: 1,321 shares; 2025Q3: 1,333 shares; 2025Q4: 1,659 shares; 2026Q1: 1,977 shares 1,977 $390K <0.01% +318 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,207 shares; 2025Q1: 18,648 shares; 2025Q2: 25,366 shares; 2025Q3: 24,475 shares; 2025Q4: 15,745 shares; 2026Q1: 15,084 shares 15,084 $389K <0.01% -661 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,553 shares; 2025Q1: 7,281 shares; 2025Q2: 10,321 shares; 2025Q3: 9,998 shares; 2025Q4: 9,514 shares; 2026Q1: 8,646 shares 8,646 $388K <0.01% -868 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: 31,559 shares; 2025Q2: 31,423 shares; 2025Q3: 34,643 shares; 2025Q4: 12,647 shares; 2026Q1: 12,946 shares 12,946 $388K <0.01% +299 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,260 shares; 2025Q4: 5,111 shares; 2026Q1: 2,464 shares 2,464 $388K <0.01% -2,647 Timeline GJUN 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: 12,886 shares; 2024Q4: 12,439 shares; 2025Q1: 10,788 shares; 2025Q2: 10,966 shares; 2025Q3: 10,905 shares; 2025Q4: 10,639 shares; 2026Q1: 9,827 shares 9,827 $387K <0.01% -812 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280 shares 280 $386K <0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,763 shares; 2024Q4: 3,623 shares; 2025Q1: 3,202 shares; 2025Q2: 3,530 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,666 shares 2,666 $385K <0.01% new Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,100 shares 12,100 $383K <0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 3,717 shares; 2025Q1: 2,801 shares; 2025Q2: 2,964 shares; 2025Q3: 1,545 shares; 2025Q4: 1,283 shares; 2026Q1: 1,951 shares 1,951 $382K <0.01% +668 Timeline GDXJ 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: 3,157 shares; 2025Q3: 6,694 shares; 2025Q4: 7,356 shares; 2026Q1: 3,178 shares 3,178 $381K <0.01% -4,178 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,933 shares 9,933 $380K <0.01% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,294 shares; 2026Q1: 13,181 shares 13,181 $378K <0.01% +887 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,679 shares; 2024Q4: 12,256 shares; 2025Q1: 17,987 shares; 2025Q2: 17,105 shares; 2025Q3: not reported; 2025Q4: 16,853 shares; 2026Q1: 16,856 shares 16,856 $376K <0.01% +3 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: 3,083 shares; 2024Q4: 2,671 shares; 2025Q1: 3,062 shares; 2025Q2: 15,551 shares; 2025Q3: 15,160 shares; 2025Q4: 11,694 shares; 2026Q1: 2,930 shares 2,930 $374K <0.01% -8,764 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,501 shares 14,501 $373K <0.01% new Timeline FMAY 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: 16,082 shares; 2024Q4: 19,971 shares; 2025Q1: 7,683 shares; 2025Q2: 16,700 shares; 2025Q3: 7,232 shares; 2025Q4: 7,085 shares; 2026Q1: 7,048 shares 7,048 $372K <0.01% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: 214 shares; 2026Q1: 215 shares 215 $372K <0.01% +1 Timeline SFTY HORIZON FDS More: the full row for HORIZON 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: 13,548 shares 13,548 $366K <0.01% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,730 shares; 2024Q4: 34,563 shares; 2025Q1: 8,413 shares; 2025Q2: 6,592 shares; 2025Q3: 5,634 shares; 2025Q4: 5,716 shares; 2026Q1: 1,235 shares 1,235 $365K <0.01% -4,481 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,701 shares 15,701 $362K <0.01% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,265 shares; 2025Q4: 3,492 shares; 2026Q1: 3,087 shares 3,087 $362K <0.01% -405 Timeline XV SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,213 shares 15,213 $358K <0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,733 shares; 2025Q4: 5,430 shares; 2026Q1: 7,320 shares 7,320 $358K <0.01% +1,890 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,096 shares; 2025Q1: 3,147 shares; 2025Q2: 3,186 shares; 2025Q3: 3,227 shares; 2025Q4: 3,233 shares; 2026Q1: 3,239 shares 3,239 $356K <0.01% +6 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 18,036 shares; 2025Q1: 17,980 shares; 2025Q2: 16,036 shares; 2025Q3: 16,429 shares; 2025Q4: 15,891 shares; 2026Q1: 15,428 shares 15,428 $354K <0.01% -463 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,480 shares; 2025Q4: 1,607 shares; 2026Q1: 1,740 shares 1,740 $353K <0.01% +133 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,149 shares; 2024Q4: 7,221 shares; 2025Q1: 7,417 shares; 2025Q2: 6,985 shares; 2025Q3: 6,991 shares; 2025Q4: 7,588 shares; 2026Q1: 7,588 shares 7,588 $352K <0.01% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 2,002 shares 2,002 $351K <0.01% new Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,632 shares; 2026Q1: 4,542 shares 4,542 $350K <0.01% +1,910 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,600 shares; 2024Q4: 27,039 shares; 2025Q1: 19,382 shares; 2025Q2: 18,007 shares; 2025Q3: 17,204 shares; 2025Q4: 17,994 shares; 2026Q1: 16,734 shares 16,734 $350K <0.01% -1,260 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 301 shares 301 $349K <0.01% +60 Timeline DDTM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,805 shares 18,805 $349K <0.01% new Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,928 shares 13,928 $348K <0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,447 shares 1,447 $345K <0.01% -17 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,428 shares 14,428 $344K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,507 shares; 2025Q1: 3,791 shares; 2025Q2: 3,998 shares; 2025Q3: 3,762 shares; 2025Q4: 3,669 shares; 2026Q1: 3,728 shares 3,728 $343K <0.01% +59 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,820 shares; 2025Q1: 2,645 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 2,820 shares; 2026Q1: 2,820 shares 2,820 $340K <0.01% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,626 shares 3,626 $340K <0.01% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,640 shares 6,640 $340K <0.01% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,858 shares; 2025Q1: 17,519 shares; 2025Q2: 16,533 shares; 2025Q3: 15,366 shares; 2025Q4: 13,645 shares; 2026Q1: 12,437 shares 12,437 $339K <0.01% -1,208 Timeline FREL 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: 18,826 shares; 2024Q4: 18,644 shares; 2025Q1: 14,391 shares; 2025Q2: 13,660 shares; 2025Q3: 13,324 shares; 2025Q4: 12,739 shares; 2026Q1: 12,579 shares 12,579 $338K <0.01% -160 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,170 shares; 2024Q4: 32,818 shares; 2025Q1: 34,666 shares; 2025Q2: 11,076 shares; 2025Q3: 11,546 shares; 2025Q4: 6,516 shares; 2026Q1: 7,490 shares 7,490 $338K <0.01% +974 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,986 shares; 2024Q4: 3,539 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,612 shares; 2025Q4: not reported; 2026Q1: 7,268 shares 7,268 $337K <0.01% new Timeline GJUL 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: 8,230 shares; 2025Q4: 8,216 shares; 2026Q1: 8,206 shares 8,206 $335K <0.01% -10 Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,206 shares; 2026Q1: 8,346 shares 8,346 $335K <0.01% -11,860 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,932 shares; 2024Q4: 6,865 shares; 2025Q1: 3,452 shares; 2025Q2: 3,708 shares; 2025Q3: 3,834 shares; 2025Q4: 3,924 shares; 2026Q1: 4,450 shares 4,450 $333K <0.01% +526 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,009 shares; 2025Q4: 6,077 shares; 2026Q1: 9,285 shares 9,285 $332K <0.01% +3,208 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: 8,007 shares; 2024Q4: not reported; 2025Q1: 8,425 shares; 2025Q2: not reported; 2025Q3: 6,489 shares; 2025Q4: 6,945 shares; 2026Q1: 6,969 shares 6,969 $329K <0.01% +24 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,111 shares; 2024Q4: 435,992 shares; 2025Q1: 421,493 shares; 2025Q2: 421,192 shares; 2025Q3: 389,639 shares; 2025Q4: 12,258 shares; 2026Q1: 12,808 shares 12,808 $329K <0.01% +550 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,232 shares 4,232 $328K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,639 shares; 2024Q4: 35,279 shares; 2025Q1: 10,155 shares; 2025Q2: 9,320 shares; 2025Q3: 8,040 shares; 2025Q4: 11,945 shares; 2026Q1: 10,217 shares 10,217 $327K <0.01% -1,728 Timeline