MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,139 shares; 2024Q4: 5,340 shares; 2025Q1: 6,592 shares; 2025Q2: 7,294 shares; 2025Q3: 7,548 shares; 2025Q4: 11,028 shares; 2026Q1: 9,817 shares 9,817 $5.78M 0.01% -1,211 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: 39,754 shares; 2024Q4: 36,835 shares; 2025Q1: 38,332 shares; 2025Q2: 37,277 shares; 2025Q3: 37,743 shares; 2025Q4: 37,803 shares; 2026Q1: 36,580 shares 36,580 $5.75M 0.01% -1,223 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,326 shares; 2024Q4: 27,675 shares; 2025Q1: 28,875 shares; 2025Q2: 29,787 shares; 2025Q3: 28,145 shares; 2025Q4: 27,305 shares; 2026Q1: 27,382 shares 27,382 $5.69M 0.01% +77 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,583 shares; 2024Q4: 41,665 shares; 2025Q1: 36,928 shares; 2025Q2: 34,790 shares; 2025Q3: 34,249 shares; 2025Q4: 32,683 shares; 2026Q1: 30,382 shares 30,382 $5.67M 0.01% -2,301 Timeline ESGE 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: 108,093 shares; 2024Q4: 108,210 shares; 2025Q1: 109,957 shares; 2025Q2: 118,160 shares; 2025Q3: 119,316 shares; 2025Q4: 118,374 shares; 2026Q1: 123,954 shares 123,954 $5.64M 0.01% +5,580 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,792 shares; 2024Q4: 410,382 shares; 2025Q1: 378,852 shares; 2025Q2: 356,399 shares; 2025Q3: 401,125 shares; 2025Q4: 391,318 shares; 2026Q1: 294,786 shares 294,786 $5.57M 0.01% -96,532 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,050 shares; 2024Q4: 136,775 shares; 2025Q1: 136,775 shares; 2025Q2: 137,956 shares; 2025Q3: 105,972 shares; 2025Q4: 107,573 shares; 2026Q1: 115,284 shares 115,284 $5.56M 0.01% +7,711 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,228 shares; 2024Q4: 22,107 shares; 2025Q1: 22,107 shares; 2025Q2: 21,253 shares; 2025Q3: 19,791 shares; 2025Q4: 20,004 shares; 2026Q1: 20,405 shares 20,405 $5.56M 0.01% +401 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,480 shares; 2024Q4: 96,481 shares; 2025Q1: 78,219 shares; 2025Q2: 78,221 shares; 2025Q3: 87,422 shares; 2025Q4: 99,305 shares; 2026Q1: 96,240 shares 96,240 $5.49M 0.01% -3,065 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,273 shares; 2025Q1: 5,429 shares; 2025Q2: 5,341 shares; 2025Q3: 5,150 shares; 2025Q4: 5,897 shares; 2026Q1: 6,266 shares 6,266 $5.42M 0.01% +369 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,134 shares; 2024Q4: 90,855 shares; 2025Q1: 87,692 shares; 2025Q2: 81,974 shares; 2025Q3: 77,085 shares; 2025Q4: 102,762 shares; 2026Q1: 103,123 shares 103,123 $5.36M 0.01% +361 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599,059 shares; 2024Q4: 625,481 shares; 2025Q1: 58,336 shares; 2025Q2: 57,531 shares; 2025Q3: 57,018 shares; 2025Q4: 55,463 shares; 2026Q1: 55,482 shares 55,482 $5.35M 0.01% +19 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,891 shares; 2024Q4: 103,865 shares; 2025Q1: 103,865 shares; 2025Q2: 99,523 shares; 2025Q3: 99,566 shares; 2025Q4: 99,903 shares; 2026Q1: 99,736 shares 99,736 $5.33M 0.01% -167 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,778 shares; 2024Q4: 34,778 shares; 2025Q1: 34,453 shares; 2025Q2: 34,463 shares; 2025Q3: 34,463 shares; 2025Q4: 34,462 shares; 2026Q1: 32,550 shares 32,550 $5.32M 0.01% -1,912 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,726 shares; 2025Q1: 3,715 shares; 2025Q2: 56,265 shares; 2025Q3: 56,734 shares; 2025Q4: 57,430 shares; 2026Q1: 57,387 shares 57,387 $5.3M 0.01% -43 Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,681 shares; 2024Q4: 48,681 shares; 2025Q1: 48,681 shares; 2025Q2: 46,756 shares; 2025Q3: 46,756 shares; 2025Q4: 46,756 shares; 2026Q1: 46,756 shares 46,756 $5.25M 0.01% 0 Timeline GDX 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: 64,352 shares; 2024Q4: 63,970 shares; 2025Q1: 62,470 shares; 2025Q2: 57,650 shares; 2025Q3: 56,918 shares; 2025Q4: 61,454 shares; 2026Q1: 57,229 shares 57,229 $5.25M 0.01% -4,225 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,131 shares; 2024Q4: 43,744 shares; 2025Q1: 43,923 shares; 2025Q2: 44,198 shares; 2025Q3: 44,219 shares; 2025Q4: 48,358 shares; 2026Q1: 43,961 shares 43,961 $5.08M 0.01% -4,397 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,169 shares; 2024Q4: 95,447 shares; 2025Q1: 103,784 shares; 2025Q2: 104,264 shares; 2025Q3: 112,519 shares; 2025Q4: 106,418 shares; 2026Q1: 102,792 shares 102,792 $5.07M 0.01% -3,626 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,065 shares; 2024Q4: 2,966 shares; 2025Q1: 15,093 shares; 2025Q2: 15,863 shares; 2025Q3: 15,381 shares; 2025Q4: 18,504 shares; 2026Q1: 14,758 shares 14,758 $5.05M 0.01% -3,746 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,374 shares; 2025Q3: 9,681 shares; 2025Q4: 38,039 shares; 2026Q1: 122,131 shares 122,131 $5.02M 0.01% +84,092 Timeline LPRE EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,892 shares; 2026Q1: 192,667 shares 192,667 $5.02M 0.01% +93,775 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558,790 shares; 2024Q4: 3,153,419 shares; 2025Q1: 1,540,442 shares; 2025Q2: 53,003 shares; 2025Q3: 49,737 shares; 2025Q4: 47,613 shares; 2026Q1: 43,839 shares 43,839 $5M 0.01% -3,774 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 121,717 shares; 2026Q1: 111,713 shares 111,713 $4.97M 0.01% -10,004 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: 2,595 shares; 2024Q4: 6,937 shares; 2025Q1: 7,156 shares; 2025Q2: 7,606 shares; 2025Q3: 6,877 shares; 2025Q4: 45,864 shares; 2026Q1: 45,177 shares 45,177 $4.96M 0.01% -687 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,580 shares; 2024Q4: 93,046 shares; 2025Q1: 89,162 shares; 2025Q2: 78,730 shares; 2025Q3: 78,035 shares; 2025Q4: 83,239 shares; 2026Q1: 75,928 shares 75,928 $4.95M 0.01% -7,311 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,576 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares; 2025Q4: 9,076 shares; 2026Q1: 9,076 shares 9,076 $4.94M 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,018 shares; 2024Q4: 15,861 shares; 2025Q1: 24,466 shares; 2025Q2: 24,831 shares; 2025Q3: 25,446 shares; 2025Q4: 24,562 shares; 2026Q1: 26,928 shares 26,928 $4.89M 0.01% +2,366 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,101 shares; 2024Q4: 170,308 shares; 2025Q1: 162,853 shares; 2025Q2: 199,418 shares; 2025Q3: 79,301 shares; 2025Q4: 105,414 shares; 2026Q1: 82,608 shares 82,608 $4.88M 0.01% -22,806 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,454 shares; 2024Q4: 36,480 shares; 2025Q1: 36,597 shares; 2025Q2: 36,635 shares; 2025Q3: 36,536 shares; 2025Q4: 36,510 shares; 2026Q1: 36,613 shares 36,613 $4.87M 0.01% +103 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,417 shares; 2024Q4: 24,237 shares; 2025Q1: 24,273 shares; 2025Q2: 25,366 shares; 2025Q3: 25,382 shares; 2025Q4: 27,670 shares; 2026Q1: 35,918 shares 35,918 $4.86M 0.01% +8,248 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: 18,380 shares; 2024Q4: 18,387 shares; 2025Q1: 16,970 shares; 2025Q2: 16,509 shares; 2025Q3: 16,997 shares; 2025Q4: 19,019 shares; 2026Q1: 19,065 shares 19,065 $4.84M 0.01% +46 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,097 shares; 2024Q4: 38,556 shares; 2025Q1: 38,618 shares; 2025Q2: 36,302 shares; 2025Q3: 31,668 shares; 2025Q4: 31,668 shares; 2026Q1: 47,768 shares 47,768 $4.78M 0.01% +16,100 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: 2,281 shares; 2025Q1: 6,544 shares; 2025Q2: 35,155 shares; 2025Q3: 24,927 shares; 2025Q4: 30,263 shares; 2026Q1: 23,167 shares 23,167 $4.78M 0.01% -7,096 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,188 shares; 2024Q4: 73,289 shares; 2025Q1: 62,812 shares; 2025Q2: 62,592 shares; 2025Q3: 186,329 shares; 2025Q4: 205,498 shares; 2026Q1: 62,884 shares 62,884 $4.75M 0.01% -142,614 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: not reported; 2025Q3: 2,913 shares; 2025Q4: 7,449 shares; 2026Q1: 19,987 shares 19,987 $4.75M 0.01% +12,538 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: 88,990 shares; 2024Q4: 179,363 shares; 2025Q1: 87,170 shares; 2025Q2: 81,861 shares; 2025Q3: 81,200 shares; 2025Q4: 84,729 shares; 2026Q1: 83,575 shares 83,575 $4.75M 0.01% -1,154 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,480 shares; 2024Q4: 19,410 shares; 2025Q1: 18,879 shares; 2025Q2: 17,711 shares; 2025Q3: 16,117 shares; 2025Q4: 20,029 shares; 2026Q1: 13,219 shares 13,219 $4.74M 0.01% -6,810 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,557 shares; 2024Q4: 13,942 shares; 2025Q1: 12,659 shares; 2025Q2: 11,365 shares; 2025Q3: 10,852 shares; 2025Q4: 10,816 shares; 2026Q1: 10,150 shares 10,150 $4.7M 0.01% -666 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,824 shares; 2024Q4: 649,322 shares; 2025Q1: 51,159 shares; 2025Q2: 49,678 shares; 2025Q3: 46,062 shares; 2025Q4: 44,693 shares; 2026Q1: 45,849 shares 45,849 $4.69M 0.01% +1,156 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,017 shares; 2024Q4: 47,517 shares; 2025Q1: 46,635 shares; 2025Q2: 46,458 shares; 2025Q3: 52,690 shares; 2025Q4: 47,756 shares; 2026Q1: 48,269 shares 48,269 $4.66M 0.01% +513 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,693 shares; 2025Q3: 11,748 shares; 2025Q4: 22,802 shares; 2026Q1: 22,712 shares 22,712 $4.63M 0.01% -90 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,267 shares; 2024Q4: 27,369 shares; 2025Q1: 27,304 shares; 2025Q2: 27,983 shares; 2025Q3: 27,791 shares; 2025Q4: 27,461 shares; 2026Q1: 28,257 shares 28,257 $4.59M 0.01% +796 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,267 shares; 2024Q4: 87,678 shares; 2025Q1: 76,336 shares; 2025Q2: 64,693 shares; 2025Q3: 32,145 shares; 2025Q4: 20,365 shares; 2026Q1: 38,850 shares 38,850 $4.57M 0.01% +18,485 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,084 shares; 2024Q4: 82,914 shares; 2025Q1: 82,025 shares; 2025Q2: 81,507 shares; 2025Q3: 80,742 shares; 2025Q4: 74,493 shares; 2026Q1: 74,203 shares 74,203 $4.55M 0.01% -290 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: 942,147 shares; 2024Q4: 898,293 shares; 2025Q1: 895,542 shares; 2025Q2: 599,219 shares; 2025Q3: 468,547 shares; 2025Q4: 225,288 shares; 2026Q1: 34,552 shares 34,552 $4.55M 0.01% -190,736 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,237 shares; 2024Q4: 34,880 shares; 2025Q1: 35,296 shares; 2025Q2: 24,705 shares; 2025Q3: 24,600 shares; 2025Q4: 22,604 shares; 2026Q1: 22,679 shares 22,679 $4.48M 0.01% +75 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,585 shares; 2025Q1: 4,560 shares; 2025Q2: 24,850 shares; 2025Q3: 129,494 shares; 2025Q4: 106,908 shares; 2026Q1: 91,424 shares 91,424 $4.48M 0.01% -15,484 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: 17,201 shares; 2024Q4: 17,156 shares; 2025Q1: 17,131 shares; 2025Q2: 17,224 shares; 2025Q3: 20,447 shares; 2025Q4: 17,724 shares; 2026Q1: 34,851 shares 34,851 $4.41M 0.01% +17,127 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,449 shares; 2024Q4: 3,447 shares; 2025Q1: 3,821 shares; 2025Q2: 3,701 shares; 2025Q3: 3,605 shares; 2025Q4: 3,774 shares; 2026Q1: 4,031 shares 4,031 $4.4M 0.01% +257 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,008 shares; 2024Q4: 311,058 shares; 2025Q1: 298,354 shares; 2025Q2: 119,246 shares; 2025Q3: 567,980 shares; 2025Q4: 347,590 shares; 2026Q1: 345,754 shares 345,754 $4.38M 0.01% -1,836 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303,018 shares; 2024Q4: 1,360,671 shares; 2025Q1: 48,365 shares; 2025Q2: 46,173 shares; 2025Q3: 48,832 shares; 2025Q4: 47,539 shares; 2026Q1: 47,604 shares 47,604 $4.33M 0.01% +65 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,788 shares; 2024Q4: 43,733 shares; 2025Q1: 51,532 shares; 2025Q2: 34,022 shares; 2025Q3: 22,450 shares; 2025Q4: 28,213 shares; 2026Q1: 28,789 shares 28,789 $4.32M 0.01% +576 Timeline COWZ 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: 43,060 shares; 2024Q4: 44,793 shares; 2025Q1: 49,273 shares; 2025Q2: 58,922 shares; 2025Q3: 65,010 shares; 2025Q4: 66,762 shares; 2026Q1: 68,748 shares 68,748 $4.3M 0.01% +1,986 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,383 shares; 2024Q4: 30,118 shares; 2025Q1: 28,755 shares; 2025Q2: 28,457 shares; 2025Q3: 28,390 shares; 2025Q4: 25,957 shares; 2026Q1: 27,625 shares 27,625 $4.3M 0.01% +1,668 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,632 shares; 2024Q4: 77,082 shares; 2025Q1: 73,533 shares; 2025Q2: 71,338 shares; 2025Q3: 68,444 shares; 2025Q4: 69,656 shares; 2026Q1: 66,431 shares 66,431 $4.29M 0.01% -3,225 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: 111,954 shares; 2024Q4: 115,747 shares; 2025Q1: 114,445 shares; 2025Q2: 114,157 shares; 2025Q3: 107,040 shares; 2025Q4: 113,301 shares; 2026Q1: 116,058 shares 116,058 $4.27M 0.01% +2,757 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: 59,078 shares; 2024Q4: 59,717 shares; 2025Q1: 59,188 shares; 2025Q2: 58,959 shares; 2025Q3: 58,111 shares; 2025Q4: 58,382 shares; 2026Q1: 60,032 shares 60,032 $4.26M 0.01% +1,650 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: 40,286 shares; 2024Q4: 43,434 shares; 2025Q1: 42,684 shares; 2025Q2: 43,429 shares; 2025Q3: 30,166 shares; 2025Q4: 29,803 shares; 2026Q1: 28,112 shares 28,112 $4.26M 0.01% -1,691 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,713 shares; 2024Q4: 658,751 shares; 2025Q1: 39,706 shares; 2025Q2: 41,815 shares; 2025Q3: 39,474 shares; 2025Q4: 38,707 shares; 2026Q1: 39,209 shares 39,209 $4.19M 0.01% +502 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: 43,890 shares; 2024Q4: 41,875 shares; 2025Q1: 42,275 shares; 2025Q2: 43,283 shares; 2025Q3: 45,235 shares; 2025Q4: 45,442 shares; 2026Q1: 44,817 shares 44,817 $4.17M 0.01% -625 Timeline DFSI 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: 5,588 shares; 2025Q3: 6,196 shares; 2025Q4: 8,256 shares; 2026Q1: 97,803 shares 97,803 $4.15M 0.01% +89,547 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: 57,233 shares; 2024Q4: 54,318 shares; 2025Q1: 36,595 shares; 2025Q2: 29,112 shares; 2025Q3: 26,303 shares; 2025Q4: 29,080 shares; 2026Q1: 19,418 shares 19,418 $4.07M 0.01% -9,662 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,358 shares; 2024Q4: 132,876 shares; 2025Q1: 124,093 shares; 2025Q2: 107,654 shares; 2025Q3: 99,901 shares; 2025Q4: 83,307 shares; 2026Q1: 76,576 shares 76,576 $4.04M 0.01% -6,731 Timeline ESGU 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: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 19,815 shares; 2026Q1: 28,490 shares 28,490 $4.03M 0.01% +8,675 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,099 shares; 2024Q4: 67,106 shares; 2025Q1: 56,255 shares; 2025Q2: 55,739 shares; 2025Q3: 57,907 shares; 2025Q4: 57,353 shares; 2026Q1: 55,325 shares 55,325 $4.03M 0.01% -2,028 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,516 shares; 2024Q4: 23,707 shares; 2025Q1: 31,371 shares; 2025Q2: 26,472 shares; 2025Q3: 24,170 shares; 2025Q4: 33,685 shares; 2026Q1: 279,714 shares 279,714 $4.02M 0.01% +246,029 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,982 shares; 2024Q4: 41,446 shares; 2025Q1: 59,217 shares; 2025Q2: 71,694 shares; 2025Q3: 97,317 shares; 2025Q4: 88,557 shares; 2026Q1: 103,661 shares 103,661 $3.98M 0.01% +15,104 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: 14,934 shares; 2024Q4: 14,076 shares; 2025Q1: 13,871 shares; 2025Q2: 13,202 shares; 2025Q3: 12,847 shares; 2025Q4: 11,872 shares; 2026Q1: 13,471 shares 13,471 $3.98M 0.01% +1,599 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares; 2025Q4: 15,752 shares; 2026Q1: 15,752 shares 15,752 $3.92M 0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 9,539 shares; 2025Q1: 9,945 shares; 2025Q2: 9,920 shares; 2025Q3: 11,878 shares; 2025Q4: 38,334 shares; 2026Q1: 35,768 shares 35,768 $3.9M 0.01% -2,566 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: 72,658 shares; 2024Q4: 82,464 shares; 2025Q1: 84,572 shares; 2025Q2: 109,740 shares; 2025Q3: 85,752 shares; 2025Q4: 84,581 shares; 2026Q1: 84,253 shares 84,253 $3.84M 0.01% -328 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,535 shares; 2024Q4: 41,173 shares; 2025Q1: 41,862 shares; 2025Q2: 55,861 shares; 2025Q3: 48,659 shares; 2025Q4: 54,173 shares; 2026Q1: 144,793 shares 144,793 $3.84M 0.01% +90,620 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: 26,502 shares; 2024Q4: 26,226 shares; 2025Q1: 26,053 shares; 2025Q2: 25,560 shares; 2025Q3: 24,599 shares; 2025Q4: 27,135 shares; 2026Q1: 26,367 shares 26,367 $3.81M 0.01% -768 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,235 shares; 2024Q4: 104,764 shares; 2025Q1: 103,073 shares; 2025Q2: 101,023 shares; 2025Q3: 100,804 shares; 2025Q4: 97,391 shares; 2026Q1: 94,585 shares 94,585 $3.81M 0.01% -2,806 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,667 shares; 2026Q1: 52,817 shares 52,817 $3.79M 0.01% +150 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 662,997 shares; 2025Q1: 672,450 shares; 2025Q2: 579,846 shares; 2025Q3: 26,109 shares; 2025Q4: 19,989 shares; 2026Q1: 22,949 shares 22,949 $3.75M 0.01% +2,960 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: 90,115 shares; 2025Q3: 65,735 shares; 2025Q4: 55,539 shares; 2026Q1: 58,292 shares 58,292 $3.74M 0.01% +2,753 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 8,416 shares; 2026Q1: 7,091 shares 7,091 $3.71M 0.01% -1,325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,270 shares 44,270 $3.7M 0.01% new Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,001 shares; 2024Q4: 49,001 shares; 2025Q1: 49,001 shares; 2025Q2: 49,005 shares; 2025Q3: 49,001 shares; 2025Q4: 49,730 shares; 2026Q1: 49,022 shares 49,022 $3.69M 0.01% -708 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,845 shares; 2025Q3: 29,084 shares; 2025Q4: 30,163 shares; 2026Q1: 29,349 shares 29,349 $3.65M 0.01% -814 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,111 shares; 2024Q4: 43,077 shares; 2025Q1: 44,149 shares; 2025Q2: 43,412 shares; 2025Q3: 43,417 shares; 2025Q4: 43,419 shares; 2026Q1: 43,015 shares 43,015 $3.65M 0.01% -404 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,962 shares; 2024Q4: 16,962 shares; 2025Q1: 16,962 shares; 2025Q2: 16,979 shares; 2025Q3: 15,084 shares; 2025Q4: 48,424 shares; 2026Q1: 47,250 shares 47,250 $3.63M 0.01% -1,174 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,789 shares; 2024Q4: 40,116 shares; 2025Q1: 36,984 shares; 2025Q2: 36,094 shares; 2025Q3: 35,458 shares; 2025Q4: 34,921 shares; 2026Q1: 33,124 shares 33,124 $3.63M 0.01% -1,797 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,283 shares; 2024Q4: 48,283 shares; 2025Q1: 48,300 shares; 2025Q2: 47,594 shares; 2025Q3: 47,900 shares; 2025Q4: 148,884 shares; 2026Q1: 46,501 shares 46,501 $3.59M 0.01% -102,383 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,775 shares; 2024Q4: 8,340 shares; 2025Q1: 6,573 shares; 2025Q2: 6,706 shares; 2025Q3: 8,668 shares; 2025Q4: 7,067 shares; 2026Q1: 7,261 shares 7,261 $3.56M 0.01% +194 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,009 shares; 2024Q4: 63,011 shares; 2025Q1: 47,763 shares; 2025Q2: 47,459 shares; 2025Q3: 50,226 shares; 2025Q4: 49,836 shares; 2026Q1: 47,785 shares 47,785 $3.55M 0.01% -2,051 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,473 shares; 2024Q4: 13,820 shares; 2025Q1: 13,118 shares; 2025Q2: 13,305 shares; 2025Q3: 13,332 shares; 2025Q4: 15,189 shares; 2026Q1: 15,039 shares 15,039 $3.49M 0.01% -150 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: 18,437 shares; 2024Q4: 18,379 shares; 2025Q1: 17,446 shares; 2025Q2: 19,574 shares; 2025Q3: 16,818 shares; 2025Q4: 15,907 shares; 2026Q1: 16,629 shares 16,629 $3.48M 0.01% +722 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,842 shares; 2025Q1: 6,581 shares; 2025Q2: 6,858 shares; 2025Q3: 8,094 shares; 2025Q4: 7,774 shares; 2026Q1: 7,653 shares 7,653 $3.42M 0.01% -121 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,574 shares; 2024Q4: 355,864 shares; 2025Q1: 309,136 shares; 2025Q2: 186,133 shares; 2025Q3: 183,995 shares; 2025Q4: 160,769 shares; 2026Q1: 185,334 shares 185,334 $3.4M 0.01% +24,565 Timeline DGRO 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: 48,568 shares; 2024Q4: 46,486 shares; 2025Q1: 50,795 shares; 2025Q2: 51,460 shares; 2025Q3: 51,753 shares; 2025Q4: 52,826 shares; 2026Q1: 47,785 shares 47,785 $3.35M 0.01% -5,041 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,841 shares; 2024Q4: 214,914 shares; 2025Q1: 152,357 shares; 2025Q2: 274,699 shares; 2025Q3: 248,177 shares; 2025Q4: 217,139 shares; 2026Q1: 59,115 shares 59,115 $3.34M 0.01% -158,024 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,807 shares; 2024Q4: 75,929 shares; 2025Q1: 75,813 shares; 2025Q2: 78,322 shares; 2025Q3: 78,225 shares; 2025Q4: 79,860 shares; 2026Q1: 74,588 shares 74,588 $3.32M 0.01% -5,272 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,973 shares; 2024Q4: 18,384 shares; 2025Q1: 25,628 shares; 2025Q2: 25,631 shares; 2025Q3: 26,103 shares; 2025Q4: 24,437 shares; 2026Q1: 23,137 shares 23,137 $3.3M 0.01% -1,300 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 12,028 shares; 2025Q1: 3,190 shares; 2025Q2: 4,180 shares; 2025Q3: 4,033 shares; 2025Q4: 4,295 shares; 2026Q1: 14,274 shares 14,274 $3.29M 0.01% +9,979 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,171 shares; 2024Q4: 93,690 shares; 2025Q1: 88,217 shares; 2025Q2: 87,055 shares; 2025Q3: 83,869 shares; 2025Q4: 83,276 shares; 2026Q1: 79,406 shares 79,406 $3.29M 0.01% -3,870 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,331 shares; 2024Q4: 16,431 shares; 2025Q1: 16,737 shares; 2025Q2: 16,875 shares; 2025Q3: 16,539 shares; 2025Q4: 16,543 shares; 2026Q1: 13,158 shares 13,158 $3.25M 0.01% -3,385 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,110 shares; 2024Q4: 20,739 shares; 2025Q1: 21,930 shares; 2025Q2: 25,350 shares; 2025Q3: 26,101 shares; 2025Q4: 24,815 shares; 2026Q1: 24,381 shares 24,381 $3.2M 0.01% -434 Timeline EWS 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: 34,237 shares; 2024Q4: 32,235 shares; 2025Q1: 84,505 shares; 2025Q2: 108,130 shares; 2025Q3: 109,455 shares; 2025Q4: 109,635 shares; 2026Q1: 113,155 shares 113,155 $3.19M 0.01% +3,520 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,316 shares; 2024Q4: 159,401 shares; 2025Q1: 147,890 shares; 2025Q2: 141,652 shares; 2025Q3: 144,355 shares; 2025Q4: 121,427 shares; 2026Q1: 70,549 shares 70,549 $3.19M 0.01% -50,878 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,064 shares; 2024Q4: 28,236 shares; 2025Q1: 25,912 shares; 2025Q2: 25,757 shares; 2025Q3: 25,368 shares; 2025Q4: 25,775 shares; 2026Q1: 27,558 shares 27,558 $3.19M 0.01% +1,783 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: 79,145 shares; 2025Q3: 82,095 shares; 2025Q4: 98,730 shares; 2026Q1: 75,924 shares 75,924 $3.16M 0.01% -22,806 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,466 shares; 2024Q4: 36,164 shares; 2025Q1: 36,204 shares; 2025Q2: 105,156 shares; 2025Q3: 104,060 shares; 2025Q4: 96,472 shares; 2026Q1: 87,725 shares 87,725 $3.14M 0.01% -8,747 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: 20,164 shares; 2024Q4: 19,894 shares; 2025Q1: 22,599 shares; 2025Q2: 22,189 shares; 2025Q3: 22,804 shares; 2025Q4: 23,320 shares; 2026Q1: 21,492 shares 21,492 $3.13M 0.01% -1,828 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,874 shares; 2024Q4: 22,689 shares; 2025Q1: 27,172 shares; 2025Q2: 29,119 shares; 2025Q3: 29,387 shares; 2025Q4: 28,922 shares; 2026Q1: 25,733 shares 25,733 $3.05M 0.01% -3,189 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: 590,199 shares; 2024Q4: 667,836 shares; 2025Q1: 10,013 shares; 2025Q2: 9,238 shares; 2025Q3: 12,713 shares; 2025Q4: 29,906 shares; 2026Q1: 40,207 shares 40,207 $3.03M <0.01% +10,301 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,945 shares; 2024Q4: 194,280 shares; 2025Q1: 143,538 shares; 2025Q2: 130,150 shares; 2025Q3: 122,806 shares; 2025Q4: 108,694 shares; 2026Q1: 113,673 shares 113,673 $3.01M <0.01% +4,979 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,668 shares; 2024Q4: 16,049 shares; 2025Q1: 15,168 shares; 2025Q2: 10,581 shares; 2025Q3: 10,578 shares; 2025Q4: 10,448 shares; 2026Q1: 10,285 shares 10,285 $2.98M <0.01% -163 Timeline CLPT CLEARPOINT NEURO INC More: the full row for CLEARPOINT NEURO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,395 shares; 2024Q4: 333,395 shares; 2025Q1: 331,095 shares; 2025Q2: 330,904 shares; 2025Q3: 330,727 shares; 2025Q4: 330,727 shares; 2026Q1: 325,906 shares 325,906 $2.97M <0.01% -4,821 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,086 shares; 2024Q4: 28,723 shares; 2025Q1: 29,913 shares; 2025Q2: 31,393 shares; 2025Q3: 29,200 shares; 2025Q4: 27,018 shares; 2026Q1: 26,919 shares 26,919 $2.95M <0.01% -99 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: 14,904 shares; 2024Q4: 15,668 shares; 2025Q1: 15,238 shares; 2025Q2: 15,821 shares; 2025Q3: 21,444 shares; 2025Q4: 17,435 shares; 2026Q1: 17,435 shares 17,435 $2.95M <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,250 shares; 2024Q4: 132,045 shares; 2025Q1: 131,554 shares; 2025Q2: 131,854 shares; 2025Q3: 31,516 shares; 2025Q4: 128,667 shares; 2026Q1: 128,947 shares 128,947 $2.92M <0.01% +280 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,159 shares; 2024Q4: 71,573 shares; 2025Q1: 71,573 shares; 2025Q2: 74,173 shares; 2025Q3: 74,173 shares; 2025Q4: 67,647 shares; 2026Q1: 60,652 shares 60,652 $2.89M <0.01% -6,995 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,251 shares; 2024Q4: 25,426 shares; 2025Q1: 24,466 shares; 2025Q2: 31,303 shares; 2025Q3: 23,397 shares; 2025Q4: 17,839 shares; 2026Q1: 19,724 shares 19,724 $2.89M <0.01% +1,885 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,974 shares; 2025Q1: 8,446 shares; 2025Q2: 9,765 shares; 2025Q3: 9,289 shares; 2025Q4: 15,262 shares; 2026Q1: 23,297 shares 23,297 $2.86M <0.01% +8,035 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: 3,594 shares; 2024Q4: 3,008 shares; 2025Q1: 4,630 shares; 2025Q2: 4,248 shares; 2025Q3: 5,920 shares; 2025Q4: 15,887 shares; 2026Q1: 6,030 shares 6,030 $2.85M <0.01% -9,857 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,314 shares; 2024Q4: 71,399 shares; 2025Q1: 120,195 shares; 2025Q2: 105,508 shares; 2025Q3: 105,357 shares; 2025Q4: 196,579 shares; 2026Q1: 192,116 shares 192,116 $2.81M <0.01% -4,463 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,310 shares; 2025Q1: 2,387 shares; 2025Q2: 2,370 shares; 2025Q3: 2,319 shares; 2025Q4: 2,275 shares; 2026Q1: 2,205 shares 2,205 $2.78M <0.01% -70 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,000 shares; 2024Q4: 225,000 shares; 2025Q1: 225,000 shares; 2025Q2: 225,000 shares; 2025Q3: 225,000 shares; 2025Q4: 225,000 shares; 2026Q1: 225,000 shares 225,000 $2.77M <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,029 shares; 2024Q4: 14,058 shares; 2025Q1: 15,151 shares; 2025Q2: 15,967 shares; 2025Q3: 15,239 shares; 2025Q4: 14,983 shares; 2026Q1: 47,290 shares 47,290 $2.77M <0.01% +32,307 Timeline TBLA TABOOLA.COM LTD More: the full row for TABOOLA.COM 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: 872,519 shares 872,519 $2.7M <0.01% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,696 shares; 2024Q4: 20,553 shares; 2025Q1: 20,440 shares; 2025Q2: 19,536 shares; 2025Q3: 19,327 shares; 2025Q4: 18,149 shares; 2026Q1: 17,559 shares 17,559 $2.7M <0.01% -590 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: 6,356 shares; 2024Q4: 6,356 shares; 2025Q1: 10,313 shares; 2025Q2: 18,868 shares; 2025Q3: 19,441 shares; 2025Q4: 27,502 shares; 2026Q1: 37,753 shares 37,753 $2.67M <0.01% +10,251 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,481 shares; 2024Q4: 51,683 shares; 2025Q1: 51,683 shares; 2025Q2: 51,616 shares; 2025Q3: 51,616 shares; 2025Q4: 51,616 shares; 2026Q1: 50,416 shares 50,416 $2.66M <0.01% -1,200 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,380 shares; 2024Q4: 8,380 shares; 2025Q1: 8,380 shares; 2025Q2: 8,822 shares; 2025Q3: 8,818 shares; 2025Q4: 9,351 shares; 2026Q1: 9,388 shares 9,388 $2.64M <0.01% +37 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: 10,016 shares; 2024Q4: 4,521 shares; 2025Q1: 4,400 shares; 2025Q2: 4,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,630 shares 19,630 $2.64M <0.01% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,228 shares; 2024Q4: 6,873 shares; 2025Q1: 15,373 shares; 2025Q2: 30,130 shares; 2025Q3: 32,324 shares; 2025Q4: 30,438 shares; 2026Q1: 30,438 shares 30,438 $2.64M <0.01% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,451 shares; 2024Q4: 15,521 shares; 2025Q1: 15,488 shares; 2025Q2: 15,532 shares; 2025Q3: 15,533 shares; 2025Q4: 14,854 shares; 2026Q1: 14,734 shares 14,734 $2.62M <0.01% -120 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,000 shares; 2025Q2: 58,419 shares; 2025Q3: 58,962 shares; 2025Q4: 72,485 shares; 2026Q1: 79,911 shares 79,911 $2.61M <0.01% +7,426 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,463,852 shares; 2024Q4: 1,448,822 shares; 2025Q1: 1,416,481 shares; 2025Q2: 1,107,990 shares; 2025Q3: 928,795 shares; 2025Q4: 228,460 shares; 2026Q1: 248,630 shares 248,630 $2.61M <0.01% +20,170 Timeline PRAA PRA GROUP INC More: the full row for PRA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,709 shares; 2024Q4: 139,709 shares; 2025Q1: 139,709 shares; 2025Q2: 139,739 shares; 2025Q3: 147,555 shares; 2025Q4: 147,525 shares; 2026Q1: 147,525 shares 147,525 $2.58M <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,258 shares; 2026Q1: 21,240 shares 21,240 $2.57M <0.01% +14,982 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,533 shares; 2025Q4: 5,148 shares; 2026Q1: 8,147 shares 8,147 $2.56M <0.01% +2,999 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,848 shares; 2024Q4: 37,311 shares; 2025Q1: 37,207 shares; 2025Q2: 35,221 shares; 2025Q3: 34,123 shares; 2025Q4: 33,097 shares; 2026Q1: 35,430 shares 35,430 $2.52M <0.01% +2,333 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,516 shares; 2025Q1: 4,269 shares; 2025Q2: 3,780 shares; 2025Q3: 3,341 shares; 2025Q4: 3,450 shares; 2026Q1: 3,264 shares 3,264 $2.52M <0.01% -186 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,200 shares; 2024Q4: 35,382 shares; 2025Q1: 32,853 shares; 2025Q2: 32,118 shares; 2025Q3: 32,552 shares; 2025Q4: 31,528 shares; 2026Q1: 34,690 shares 34,690 $2.52M <0.01% +3,162 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,985 shares; 2024Q4: 83,942 shares; 2025Q1: 83,942 shares; 2025Q2: 80,568 shares; 2025Q3: 80,569 shares; 2025Q4: 79,754 shares; 2026Q1: 79,742 shares 79,742 $2.44M <0.01% -12 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,417 shares; 2025Q2: 62,173 shares; 2025Q3: 65,018 shares; 2025Q4: 61,049 shares; 2026Q1: 61,171 shares 61,171 $2.44M <0.01% +122 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,626 shares; 2024Q4: not reported; 2025Q1: 5,620 shares; 2025Q2: 5,620 shares; 2025Q3: 5,620 shares; 2025Q4: 17,806 shares; 2026Q1: 45,326 shares 45,326 $2.39M <0.01% +27,520 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,330 shares; 2024Q4: 52,331 shares; 2025Q1: 52,358 shares; 2025Q2: 52,358 shares; 2025Q3: 52,359 shares; 2025Q4: 52,359 shares; 2026Q1: 52,359 shares 52,359 $2.39M <0.01% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,863 shares; 2024Q4: 39,865 shares; 2025Q1: 34,833 shares; 2025Q2: 35,057 shares; 2025Q3: 34,965 shares; 2025Q4: 35,870 shares; 2026Q1: 36,225 shares 36,225 $2.34M <0.01% +355 Timeline SPDW 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: 26,549 shares; 2025Q1: 44,288 shares; 2025Q2: 55,622 shares; 2025Q3: 55,622 shares; 2025Q4: 79,860 shares; 2026Q1: 51,267 shares 51,267 $2.34M <0.01% -28,593 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,961 shares; 2024Q4: 57,907 shares; 2025Q1: 34,199 shares; 2025Q2: 32,821 shares; 2025Q3: 32,833 shares; 2025Q4: 52,817 shares; 2026Q1: 53,063 shares 53,063 $2.33M <0.01% +246 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,958 shares; 2024Q4: 13,067 shares; 2025Q1: 10,547 shares; 2025Q2: 10,716 shares; 2025Q3: 10,131 shares; 2025Q4: 10,083 shares; 2026Q1: 9,115 shares 9,115 $2.32M <0.01% -968 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,240 shares; 2024Q4: 20,362 shares; 2025Q1: 20,362 shares; 2025Q2: 20,442 shares; 2025Q3: 20,439 shares; 2025Q4: 20,781 shares; 2026Q1: 20,750 shares 20,750 $2.3M <0.01% -31 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,439 shares; 2024Q4: 78,448 shares; 2025Q1: 74,682 shares; 2025Q2: 74,685 shares; 2025Q3: 79,610 shares; 2025Q4: 84,610 shares; 2026Q1: 98,733 shares 98,733 $2.28M <0.01% +14,123 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: 11,169 shares; 2024Q4: 11,754 shares; 2025Q1: 11,091 shares; 2025Q2: 10,795 shares; 2025Q3: 11,191 shares; 2025Q4: 11,048 shares; 2026Q1: 10,218 shares 10,218 $2.24M <0.01% -830 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,808 shares; 2024Q4: 50,880 shares; 2025Q1: 51,625 shares; 2025Q2: 50,631 shares; 2025Q3: 50,737 shares; 2025Q4: 44,962 shares; 2026Q1: 45,598 shares 45,598 $2.24M <0.01% +636 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,561 shares; 2024Q4: 19,997 shares; 2025Q1: 12,554 shares; 2025Q2: 12,885 shares; 2025Q3: 15,843 shares; 2025Q4: 16,019 shares; 2026Q1: 21,830 shares 21,830 $2.23M <0.01% +5,811 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,689 shares; 2024Q4: 232,616 shares; 2025Q1: 8,132 shares; 2025Q2: 7,859 shares; 2025Q3: 8,454 shares; 2025Q4: 11,781 shares; 2026Q1: 8,871 shares 8,871 $2.22M <0.01% -2,910 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: 5,541 shares; 2024Q4: 5,456 shares; 2025Q1: 5,498 shares; 2025Q2: 5,494 shares; 2025Q3: 5,455 shares; 2025Q4: 6,223 shares; 2026Q1: 7,403 shares 7,403 $2.2M <0.01% +1,180 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,998 shares; 2024Q4: 18,265 shares; 2025Q1: 17,838 shares; 2025Q2: 18,487 shares; 2025Q3: 18,492 shares; 2025Q4: 19,200 shares; 2026Q1: 19,446 shares 19,446 $2.2M <0.01% +246 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,492 shares; 2025Q2: 12,372 shares; 2025Q3: 18,379 shares; 2025Q4: 27,534 shares; 2026Q1: 32,253 shares 32,253 $2.2M <0.01% +4,719 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,514 shares; 2024Q4: 122,604 shares; 2025Q1: 115,392 shares; 2025Q2: 108,342 shares; 2025Q3: 108,342 shares; 2025Q4: 108,342 shares; 2026Q1: 108,342 shares 108,342 $2.2M <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,431 shares; 2024Q4: 8,431 shares; 2025Q1: 8,189 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 9,072 shares; 2026Q1: 9,072 shares 9,072 $2.18M <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,061 shares; 2024Q4: 34,678 shares; 2025Q1: 33,793 shares; 2025Q2: 32,960 shares; 2025Q3: 32,637 shares; 2025Q4: 32,622 shares; 2026Q1: 31,644 shares 31,644 $2.16M <0.01% -978 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,085 shares; 2024Q4: 82,050 shares; 2025Q1: 82,255 shares; 2025Q2: 86,006 shares; 2025Q3: 83,136 shares; 2025Q4: 83,932 shares; 2026Q1: 82,030 shares 82,030 $2.14M <0.01% -1,902 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: 19,555 shares; 2024Q4: 19,678 shares; 2025Q1: 19,070 shares; 2025Q2: 19,847 shares; 2025Q3: 21,769 shares; 2025Q4: 20,429 shares; 2026Q1: 20,230 shares 20,230 $2.14M <0.01% -199 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,816 shares; 2024Q4: 8,217 shares; 2025Q1: 8,196 shares; 2025Q2: 7,030 shares; 2025Q3: 7,256 shares; 2025Q4: 7,116 shares; 2026Q1: 7,207 shares 7,207 $2.14M <0.01% +91 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,667 shares; 2025Q1: 42,667 shares; 2025Q2: 78,407 shares; 2025Q3: 78,407 shares; 2025Q4: 73,833 shares; 2026Q1: 70,735 shares 70,735 $2.13M <0.01% -3,098 Timeline LQDT LIQUIDITY SVCS INC More: the full row for LIQUIDITY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,913 shares; 2024Q4: 70,115 shares; 2025Q1: 69,058 shares; 2025Q2: 69,138 shares; 2025Q3: 69,138 shares; 2025Q4: 69,082 shares; 2026Q1: 69,082 shares 69,082 $2.11M <0.01% 0 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: 2,950 shares; 2024Q4: 2,955 shares; 2025Q1: 2,457 shares; 2025Q2: 4,529 shares; 2025Q3: 5,031 shares; 2025Q4: 6,943 shares; 2026Q1: 10,690 shares 10,690 $2.11M <0.01% +3,747 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,650 shares; 2024Q4: 110,690 shares; 2025Q1: 109,171 shares; 2025Q2: 109,305 shares; 2025Q3: 109,343 shares; 2025Q4: 105,136 shares; 2026Q1: 103,538 shares 103,538 $2.11M <0.01% -1,598 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,187 shares; 2024Q4: 12,197 shares; 2025Q1: 12,197 shares; 2025Q2: 12,218 shares; 2025Q3: 12,218 shares; 2025Q4: 12,183 shares; 2026Q1: 12,234 shares 12,234 $2.09M <0.01% +51 Timeline CBNK CAPITAL BANCORP INC MD More: the full row for CAPITAL BANCORP INC MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 70,271 shares; 2025Q4: 70,271 shares; 2026Q1: 70,271 shares 70,271 $2.09M <0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 10,889 shares; 2025Q1: 10,489 shares; 2025Q2: 10,489 shares; 2025Q3: 10,489 shares; 2025Q4: 10,389 shares; 2026Q1: 10,389 shares 10,389 $2.09M <0.01% 0 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: 194,346 shares; 2024Q4: 163,006 shares; 2025Q1: 159,911 shares; 2025Q2: 137,452 shares; 2025Q3: 137,568 shares; 2025Q4: 126,166 shares; 2026Q1: 115,615 shares 115,615 $2.08M <0.01% -10,551 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 157,167 shares; 2025Q2: 222,252 shares; 2025Q3: 317,584 shares; 2025Q4: 295,415 shares; 2026Q1: 55,745 shares 55,745 $2.07M <0.01% -239,670 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,380 shares 10,380 $2.05M <0.01% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,035 shares; 2024Q4: 9,857 shares; 2025Q1: 9,402 shares; 2025Q2: 8,867 shares; 2025Q3: 8,759 shares; 2025Q4: 8,671 shares; 2026Q1: 10,433 shares 10,433 $2.03M <0.01% +1,762 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 42,140 shares; 2025Q1: 52,535 shares; 2025Q2: 56,105 shares; 2025Q3: 58,242 shares; 2025Q4: 65,314 shares; 2026Q1: 69,412 shares 69,412 $2.02M <0.01% +4,098 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,995 shares; 2024Q4: 36,720 shares; 2025Q1: 36,704 shares; 2025Q2: 37,245 shares; 2025Q3: 37,130 shares; 2025Q4: 37,167 shares; 2026Q1: 37,474 shares 37,474 $2.02M <0.01% +307 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,700 shares; 2026Q1: 58,500 shares 58,500 $2.01M <0.01% +17,800 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: 22,980 shares; 2024Q4: 22,980 shares; 2025Q1: 22,980 shares; 2025Q2: 22,980 shares; 2025Q3: 22,981 shares; 2025Q4: 22,980 shares; 2026Q1: 23,458 shares 23,458 $1.99M <0.01% +478 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644,273 shares; 2024Q4: 560,249 shares; 2025Q1: 502,541 shares; 2025Q2: 513,801 shares; 2025Q3: 325,748 shares; 2025Q4: 116,688 shares; 2026Q1: 9,191 shares 9,191 $1.99M <0.01% -107,497 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,686 shares; 2024Q4: 12,152 shares; 2025Q1: 13,285 shares; 2025Q2: 12,938 shares; 2025Q3: 14,380 shares; 2025Q4: 13,515 shares; 2026Q1: 13,553 shares 13,553 $1.99M <0.01% +38 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,328 shares; 2025Q1: 5,288 shares; 2025Q2: 5,143 shares; 2025Q3: 4,982 shares; 2025Q4: 4,810 shares; 2026Q1: 5,069 shares 5,069 $1.99M <0.01% +259 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,169 shares; 2024Q4: 93,329 shares; 2025Q1: 84,476 shares; 2025Q2: 81,968 shares; 2025Q3: 81,971 shares; 2025Q4: 81,968 shares; 2026Q1: 74,031 shares 74,031 $1.98M <0.01% -7,937 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: 67,028 shares; 2024Q4: 58,667 shares; 2025Q1: 64,832 shares; 2025Q2: 66,300 shares; 2025Q3: 80,295 shares; 2025Q4: 85,753 shares; 2026Q1: 72,150 shares 72,150 $1.98M <0.01% -13,603 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,659 shares; 2024Q4: 15,659 shares; 2025Q1: 16,575 shares; 2025Q2: 16,541 shares; 2025Q3: 16,541 shares; 2025Q4: 21,235 shares; 2026Q1: 21,255 shares 21,255 $1.97M <0.01% +20 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,479 shares; 2024Q4: 19,479 shares; 2025Q1: 24,275 shares; 2025Q2: 24,574 shares; 2025Q3: 22,315 shares; 2025Q4: 28,761 shares; 2026Q1: 28,761 shares 28,761 $1.96M <0.01% 0 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,784 shares; 2024Q4: 20,286 shares; 2025Q1: 20,286 shares; 2025Q2: 20,286 shares; 2025Q3: 16,374 shares; 2025Q4: 14,406 shares; 2026Q1: 14,406 shares 14,406 $1.94M <0.01% 0 Timeline OUSM 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: 43,385 shares; 2024Q4: 42,973 shares; 2025Q1: 42,904 shares; 2025Q2: 41,900 shares; 2025Q3: 44,300 shares; 2025Q4: 44,300 shares; 2026Q1: 44,300 shares 44,300 $1.94M <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,374 shares; 2024Q4: 14,823 shares; 2025Q1: 16,596 shares; 2025Q2: 15,607 shares; 2025Q3: 13,779 shares; 2025Q4: 11,803 shares; 2026Q1: 11,855 shares 11,855 $1.94M <0.01% +52 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,287 shares; 2024Q4: 21,236 shares; 2025Q1: 19,396 shares; 2025Q2: 37,781 shares; 2025Q3: 12,902 shares; 2025Q4: 17,552 shares; 2026Q1: 12,558 shares 12,558 $1.92M <0.01% -4,994 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,774 shares; 2024Q4: 46,502 shares; 2025Q1: 64,163 shares; 2025Q2: 61,034 shares; 2025Q3: 61,034 shares; 2025Q4: 74,071 shares; 2026Q1: 74,653 shares 74,653 $1.91M <0.01% +582 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: 15,145 shares; 2024Q4: 21,573 shares; 2025Q1: 12,185 shares; 2025Q2: 11,554 shares; 2025Q3: 12,405 shares; 2025Q4: 13,983 shares; 2026Q1: 14,502 shares 14,502 $1.9M <0.01% +519 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: 50,174 shares; 2024Q4: 52,055 shares; 2025Q1: 47,900 shares; 2025Q2: 42,710 shares; 2025Q3: 41,893 shares; 2025Q4: 39,158 shares; 2026Q1: 39,158 shares 39,158 $1.9M <0.01% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,083 shares; 2024Q4: 8,276 shares; 2025Q1: 7,844 shares; 2025Q2: 8,825 shares; 2025Q3: 9,005 shares; 2025Q4: 8,087 shares; 2026Q1: 8,625 shares 8,625 $1.89M <0.01% +538 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: 11,052 shares; 2024Q4: 11,070 shares; 2025Q1: 12,216 shares; 2025Q2: 11,803 shares; 2025Q3: 11,406 shares; 2025Q4: 13,123 shares; 2026Q1: 13,197 shares 13,197 $1.89M <0.01% +74 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,414 shares; 2024Q4: 45,276 shares; 2025Q1: 30,119 shares; 2025Q2: 32,570 shares; 2025Q3: 37,513 shares; 2025Q4: 32,091 shares; 2026Q1: 34,155 shares 34,155 $1.89M <0.01% +2,064 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 2,884 shares; 2025Q1: 2,506 shares; 2025Q2: 2,592 shares; 2025Q3: 2,591 shares; 2025Q4: 3,096 shares; 2026Q1: 2,543 shares 2,543 $1.88M <0.01% -553 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,451 shares; 2024Q4: 87,551 shares; 2025Q1: 86,490 shares; 2025Q2: 86,490 shares; 2025Q3: 83,465 shares; 2025Q4: 83,465 shares; 2026Q1: 100,420 shares 100,420 $1.88M <0.01% +16,955 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: 14,252 shares; 2024Q4: 14,203 shares; 2025Q1: 15,083 shares; 2025Q2: 15,228 shares; 2025Q3: 15,092 shares; 2025Q4: 14,450 shares; 2026Q1: 14,651 shares 14,651 $1.86M <0.01% +201 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,979 shares; 2024Q4: 13,021 shares; 2025Q1: 12,967 shares; 2025Q2: 14,656 shares; 2025Q3: 16,166 shares; 2025Q4: 16,786 shares; 2026Q1: 25,221 shares 25,221 $1.86M <0.01% +8,435 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,439 shares; 2024Q4: 26,333 shares; 2025Q1: 26,186 shares; 2025Q2: 26,203 shares; 2025Q3: 28,140 shares; 2025Q4: 26,161 shares; 2026Q1: 26,232 shares 26,232 $1.86M <0.01% +71 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,541 shares; 2024Q4: 13,037 shares; 2025Q1: 13,037 shares; 2025Q2: 12,845 shares; 2025Q3: 12,884 shares; 2025Q4: 11,785 shares; 2026Q1: 11,808 shares 11,808 $1.84M <0.01% +23 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 5,726 shares; 2025Q1: 5,101 shares; 2025Q2: 19,117 shares; 2025Q3: 19,191 shares; 2025Q4: 18,014 shares; 2026Q1: 18,014 shares 18,014 $1.83M <0.01% 0 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: 15,264 shares; 2024Q4: 14,328 shares; 2025Q1: 9,795 shares; 2025Q2: 12,443 shares; 2025Q3: 20,290 shares; 2025Q4: 24,355 shares; 2026Q1: 30,891 shares 30,891 $1.82M <0.01% +6,536 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: 6,340 shares; 2024Q4: 6,263 shares; 2025Q1: 6,412 shares; 2025Q2: 6,664 shares; 2025Q3: 5,951 shares; 2025Q4: 5,762 shares; 2026Q1: 5,553 shares 5,553 $1.79M <0.01% -209 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,895 shares; 2024Q4: 17,539 shares; 2025Q1: 21,260 shares; 2025Q2: 19,865 shares; 2025Q3: 18,958 shares; 2025Q4: 18,693 shares; 2026Q1: 16,843 shares 16,843 $1.79M <0.01% -1,850 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,681 shares 8,681 $1.77M <0.01% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,666 shares; 2024Q4: 14,610 shares; 2025Q1: 14,424 shares; 2025Q2: 14,428 shares; 2025Q3: 14,428 shares; 2025Q4: 14,027 shares; 2026Q1: 15,673 shares 15,673 $1.75M <0.01% +1,646 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,173 shares; 2024Q4: 97,171 shares; 2025Q1: 92,374 shares; 2025Q2: 93,805 shares; 2025Q3: 92,058 shares; 2025Q4: 79,687 shares; 2026Q1: 71,357 shares 71,357 $1.74M <0.01% -8,330 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: 14,456 shares; 2024Q4: 14,125 shares; 2025Q1: 13,176 shares; 2025Q2: 23,718 shares; 2025Q3: 23,137 shares; 2025Q4: 21,327 shares; 2026Q1: 19,201 shares 19,201 $1.74M <0.01% -2,126 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,891 shares; 2024Q4: 19,357 shares; 2025Q1: 39,708 shares; 2025Q2: 33,726 shares; 2025Q3: 32,190 shares; 2025Q4: 16,146 shares; 2026Q1: 17,133 shares 17,133 $1.73M <0.01% +987 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,626 shares; 2024Q4: 193,659 shares; 2025Q1: 193,626 shares; 2025Q2: 193,626 shares; 2025Q3: 193,625 shares; 2025Q4: 198,362 shares; 2026Q1: 198,144 shares 198,144 $1.73M <0.01% -218 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,370 shares; 2024Q4: 6,396 shares; 2025Q1: 6,370 shares; 2025Q2: 6,384 shares; 2025Q3: 6,405 shares; 2025Q4: 6,393 shares; 2026Q1: 6,951 shares 6,951 $1.73M <0.01% +558 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: 3,776 shares; 2024Q4: 3,502 shares; 2025Q1: 3,495 shares; 2025Q2: 3,640 shares; 2025Q3: 3,573 shares; 2025Q4: 3,515 shares; 2026Q1: 3,976 shares 3,976 $1.73M <0.01% +461 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,082 shares; 2024Q4: 57,882 shares; 2025Q1: 57,882 shares; 2025Q2: 57,898 shares; 2025Q3: 57,908 shares; 2025Q4: 53,889 shares; 2026Q1: 52,889 shares 52,889 $1.72M <0.01% -1,000 Timeline FDIQ 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: 26,290 shares; 2024Q4: 26,290 shares; 2025Q1: 26,290 shares; 2025Q2: 25,130 shares; 2025Q3: 25,130 shares; 2025Q4: 25,130 shares; 2026Q1: 25,130 shares 25,130 $1.72M <0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,174 shares; 2025Q2: 8,398 shares; 2025Q3: 10,699 shares; 2025Q4: 15,060 shares; 2026Q1: 15,312 shares 15,312 $1.72M <0.01% +252 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924,201 shares; 2024Q4: 44,877 shares; 2025Q1: 27,658 shares; 2025Q2: 25,853 shares; 2025Q3: 20,932 shares; 2025Q4: 29,878 shares; 2026Q1: 10,853 shares 10,853 $1.72M <0.01% -19,025 Timeline SPYV 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: 13,808 shares; 2024Q4: 12,336 shares; 2025Q1: 12,252 shares; 2025Q2: 12,240 shares; 2025Q3: 11,188 shares; 2025Q4: 15,495 shares; 2026Q1: 30,272 shares 30,272 $1.71M <0.01% +14,777 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: 5,060 shares; 2024Q4: 7,202 shares; 2025Q1: 11,001 shares; 2025Q2: 15,530 shares; 2025Q3: 15,722 shares; 2025Q4: 15,722 shares; 2026Q1: 15,439 shares 15,439 $1.71M <0.01% -283 Timeline IWX 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: 18,412 shares; 2026Q1: 18,412 shares 18,412 $1.71M <0.01% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,687 shares; 2025Q3: 11,687 shares; 2025Q4: 11,687 shares; 2026Q1: 11,687 shares 11,687 $1.7M <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 9,952 shares; 2025Q1: 9,952 shares; 2025Q2: 9,974 shares; 2025Q3: 9,888 shares; 2025Q4: 9,888 shares; 2026Q1: 9,931 shares 9,931 $1.7M <0.01% +43 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,643 shares 19,643 $1.69M <0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,615 shares; 2024Q4: 106,592 shares; 2025Q1: 106,507 shares; 2025Q2: 106,843 shares; 2025Q3: 106,130 shares; 2025Q4: 101,457 shares; 2026Q1: 101,072 shares 101,072 $1.69M <0.01% -385 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,356 shares; 2024Q4: 39,332 shares; 2025Q1: 40,186 shares; 2025Q2: 39,218 shares; 2025Q3: 25,765 shares; 2025Q4: 21,248 shares; 2026Q1: 21,361 shares 21,361 $1.68M <0.01% +113 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,833 shares; 2024Q4: 16,561 shares; 2025Q1: 17,885 shares; 2025Q2: 23,306 shares; 2025Q3: 23,312 shares; 2025Q4: 23,314 shares; 2026Q1: 47,651 shares 47,651 $1.67M <0.01% +24,337 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,603 shares; 2024Q4: 20,585 shares; 2025Q1: 20,994 shares; 2025Q2: 21,353 shares; 2025Q3: 20,757 shares; 2025Q4: 19,785 shares; 2026Q1: 23,028 shares 23,028 $1.67M <0.01% +3,243 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,221 shares; 2024Q4: 5,965 shares; 2025Q1: 6,102 shares; 2025Q2: 6,069 shares; 2025Q3: 6,251 shares; 2025Q4: 5,768 shares; 2026Q1: 6,759 shares 6,759 $1.65M <0.01% +991 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,596 shares; 2025Q1: 16,332 shares; 2025Q2: 16,024 shares; 2025Q3: 15,946 shares; 2025Q4: 15,910 shares; 2026Q1: 14,795 shares 14,795 $1.64M <0.01% -1,115 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: 116,930 shares; 2025Q2: 77,543 shares; 2025Q3: 40,133 shares; 2025Q4: 5,836 shares; 2026Q1: 6,534 shares 6,534 $1.64M <0.01% +698 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,441 shares; 2024Q4: 11,969 shares; 2025Q1: 11,868 shares; 2025Q2: 11,484 shares; 2025Q3: 11,488 shares; 2025Q4: 10,439 shares; 2026Q1: 10,385 shares 10,385 $1.63M <0.01% -54 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,060 shares; 2025Q1: 10,110 shares; 2025Q2: 10,133 shares; 2025Q3: 10,133 shares; 2025Q4: 10,123 shares; 2026Q1: 10,133 shares 10,133 $1.63M <0.01% +10 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,601 shares; 2024Q4: 40,186 shares; 2025Q1: 28,360 shares; 2025Q2: 27,421 shares; 2025Q3: 26,905 shares; 2025Q4: 21,966 shares; 2026Q1: 27,549 shares 27,549 $1.63M <0.01% +5,583 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903,498 shares; 2024Q4: 559,460 shares; 2025Q1: 25,612 shares; 2025Q2: 23,465 shares; 2025Q3: 23,555 shares; 2025Q4: 22,055 shares; 2026Q1: 22,045 shares 22,045 $1.62M <0.01% -10 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 4,286 shares; 2025Q1: 4,601 shares; 2025Q2: 4,331 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares; 2026Q1: 4,311 shares 4,311 $1.58M <0.01% +25 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,283 shares; 2024Q4: 30,284 shares; 2025Q1: 29,085 shares; 2025Q2: 27,915 shares; 2025Q3: 20,310 shares; 2025Q4: 19,173 shares; 2026Q1: 7,760 shares 7,760 $1.58M <0.01% -11,413 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,174 shares; 2025Q1: 8,686 shares; 2025Q2: 8,252 shares; 2025Q3: 6,805 shares; 2025Q4: 5,839 shares; 2026Q1: 5,804 shares 5,804 $1.57M <0.01% -35 Timeline SCHF 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: 30,323 shares; 2024Q4: 49,658 shares; 2025Q1: 65,424 shares; 2025Q2: 55,348 shares; 2025Q3: 56,388 shares; 2025Q4: 61,568 shares; 2026Q1: 63,248 shares 63,248 $1.57M <0.01% +1,680 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902,220 shares; 2024Q4: 828,709 shares; 2025Q1: 640,642 shares; 2025Q2: 13,137 shares; 2025Q3: 10,740 shares; 2025Q4: 10,028 shares; 2026Q1: 2,888 shares 2,888 $1.56M <0.01% -7,140 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,036 shares; 2024Q4: 11,325 shares; 2025Q1: 10,756 shares; 2025Q2: 10,625 shares; 2025Q3: 10,513 shares; 2025Q4: 9,985 shares; 2026Q1: 12,963 shares 12,963 $1.55M <0.01% +2,978 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: 8,546 shares; 2024Q4: 12,380 shares; 2025Q1: 10,609 shares; 2025Q2: 10,609 shares; 2025Q3: 10,609 shares; 2025Q4: 10,609 shares; 2026Q1: 10,609 shares 10,609 $1.54M <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,642 shares; 2024Q4: 8,645 shares; 2025Q1: 8,606 shares; 2025Q2: 8,498 shares; 2025Q3: 8,455 shares; 2025Q4: 7,080 shares; 2026Q1: 7,056 shares 7,056 $1.53M <0.01% -24 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,386 shares; 2024Q4: 44,366 shares; 2025Q1: 16,986 shares; 2025Q2: 17,074 shares; 2025Q3: 17,755 shares; 2025Q4: 17,944 shares; 2026Q1: 18,188 shares 18,188 $1.52M <0.01% +244 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: 4,436 shares; 2024Q4: 15,232 shares; 2025Q1: 3,997 shares; 2025Q2: 4,521 shares; 2025Q3: 6,230 shares; 2025Q4: 6,190 shares; 2026Q1: 6,067 shares 6,067 $1.52M <0.01% -123 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,123 shares; 2024Q4: 7,164 shares; 2025Q1: 6,714 shares; 2025Q2: 6,731 shares; 2025Q3: 6,731 shares; 2025Q4: 6,579 shares; 2026Q1: 6,052 shares 6,052 $1.52M <0.01% -527 Timeline BIL 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: 55,428 shares; 2024Q4: 56,085 shares; 2025Q1: 63,154 shares; 2025Q2: 69,972 shares; 2025Q3: 65,687 shares; 2025Q4: 73,965 shares; 2026Q1: 16,525 shares 16,525 $1.51M <0.01% -57,440 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,224 shares; 2024Q4: 114,224 shares; 2025Q1: 114,224 shares; 2025Q2: 114,224 shares; 2025Q3: 114,224 shares; 2025Q4: 114,224 shares; 2026Q1: 114,224 shares 114,224 $1.5M <0.01% 0 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: 88,685 shares; 2024Q4: 96,503 shares; 2025Q1: 4,720 shares; 2025Q2: 4,526 shares; 2025Q3: 4,598 shares; 2025Q4: 4,177 shares; 2026Q1: 4,766 shares 4,766 $1.5M <0.01% +589 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,575 shares 13,575 $1.5M <0.01% new Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,236 shares; 2024Q4: 65,236 shares; 2025Q1: 65,236 shares; 2025Q2: 62,236 shares; 2025Q3: 62,236 shares; 2025Q4: 57,189 shares; 2026Q1: 57,168 shares 57,168 $1.47M <0.01% -21 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,481 shares; 2024Q4: 9,490 shares; 2025Q1: 9,483 shares; 2025Q2: 9,531 shares; 2025Q3: 8,968 shares; 2025Q4: 8,906 shares; 2026Q1: 8,834 shares 8,834 $1.47M <0.01% -72 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,376 shares; 2024Q4: 1,376 shares; 2025Q1: 1,376 shares; 2025Q2: 1,392 shares; 2025Q3: 1,401 shares; 2025Q4: 1,401 shares; 2026Q1: 1,378 shares 1,378 $1.46M <0.01% -23 Timeline CATH 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: 13,107 shares; 2024Q4: 13,408 shares; 2025Q1: 17,744 shares; 2025Q2: 18,656 shares; 2025Q3: 18,656 shares; 2025Q4: 18,562 shares; 2026Q1: 18,564 shares 18,564 $1.45M <0.01% +2 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: 20,303 shares; 2024Q4: 20,461 shares; 2025Q1: 16,313 shares; 2025Q2: 15,054 shares; 2025Q3: 11,186 shares; 2025Q4: 11,282 shares; 2026Q1: 13,070 shares 13,070 $1.44M <0.01% +1,788 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,673 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $1.43M <0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,780 shares; 2024Q4: 13,679 shares; 2025Q1: 13,679 shares; 2025Q2: 13,579 shares; 2025Q3: 13,579 shares; 2025Q4: 13,579 shares; 2026Q1: 14,668 shares 14,668 $1.42M <0.01% +1,089 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,618 shares; 2024Q4: 15,563 shares; 2025Q1: 16,950 shares; 2025Q2: 15,979 shares; 2025Q3: 15,283 shares; 2025Q4: 15,633 shares; 2026Q1: 15,283 shares 15,283 $1.42M <0.01% -350 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,767 shares; 2024Q4: 29,689 shares; 2025Q1: 30,345 shares; 2025Q2: 21,518 shares; 2025Q3: 32,832 shares; 2025Q4: 24,867 shares; 2026Q1: 24,997 shares 24,997 $1.42M <0.01% +130 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,819 shares; 2024Q4: 23,819 shares; 2025Q1: 23,819 shares; 2025Q2: 30,144 shares; 2025Q3: 33,076 shares; 2025Q4: 36,290 shares; 2026Q1: 33,298 shares 33,298 $1.41M <0.01% -2,992 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: 16,820 shares; 2024Q4: 18,501 shares; 2025Q1: 15,025 shares; 2025Q2: 15,640 shares; 2025Q3: 25,250 shares; 2025Q4: 18,585 shares; 2026Q1: 5,786 shares 5,786 $1.41M <0.01% -12,799 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: 6,573 shares; 2024Q4: 6,931 shares; 2025Q1: 7,081 shares; 2025Q2: 7,127 shares; 2025Q3: 7,216 shares; 2025Q4: 7,287 shares; 2026Q1: 7,185 shares 7,185 $1.41M <0.01% -102 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,194 shares; 2024Q4: 10,144 shares; 2025Q1: 10,390 shares; 2025Q2: 10,364 shares; 2025Q3: 10,149 shares; 2025Q4: 11,050 shares; 2026Q1: 9,816 shares 9,816 $1.41M <0.01% -1,234 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: 24,856 shares; 2024Q4: 30,226 shares; 2025Q1: 43,666 shares; 2025Q2: 38,666 shares; 2025Q3: 38,666 shares; 2025Q4: 38,666 shares; 2026Q1: 40,305 shares 40,305 $1.39M <0.01% +1,639 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,236 shares; 2025Q3: 13,451 shares; 2025Q4: 16,072 shares; 2026Q1: 17,921 shares 17,921 $1.39M <0.01% +1,849 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,789 shares; 2025Q1: 2,784 shares; 2025Q2: 2,506 shares; 2025Q3: 2,484 shares; 2025Q4: 3,306 shares; 2026Q1: 2,884 shares 2,884 $1.38M <0.01% -422 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,408 shares; 2024Q4: 6,929 shares; 2025Q1: 7,337 shares; 2025Q2: 8,200 shares; 2025Q3: 9,153 shares; 2025Q4: 8,905 shares; 2026Q1: 8,342 shares 8,342 $1.35M <0.01% -563 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,827 shares; 2026Q1: 30,968 shares 30,968 $1.35M <0.01% +26,141 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,482 shares; 2024Q4: 6,281 shares; 2025Q1: 9,196 shares; 2025Q2: 23,827 shares; 2025Q3: 12,794 shares; 2025Q4: 11,702 shares; 2026Q1: 11,714 shares 11,714 $1.35M <0.01% +12 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,026 shares; 2024Q4: 44,299 shares; 2025Q1: 43,370 shares; 2025Q2: 19,011 shares; 2025Q3: 4,944 shares; 2025Q4: 24,402 shares; 2026Q1: 9,532 shares 9,532 $1.34M <0.01% -14,870 Timeline ESGD 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: 3,089 shares; 2024Q4: 3,231 shares; 2025Q1: 5,160 shares; 2025Q2: 14,972 shares; 2025Q3: 16,737 shares; 2025Q4: 14,818 shares; 2026Q1: 13,904 shares 13,904 $1.33M <0.01% -914 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: 6,421 shares; 2024Q4: 6,411 shares; 2025Q1: 6,432 shares; 2025Q2: 6,360 shares; 2025Q3: 6,591 shares; 2025Q4: 7,273 shares; 2026Q1: 7,262 shares 7,262 $1.33M <0.01% -11 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,061 shares; 2024Q4: 220,649 shares; 2025Q1: 220,649 shares; 2025Q2: 220,649 shares; 2025Q3: 220,649 shares; 2025Q4: 204,649 shares; 2026Q1: 204,649 shares 204,649 $1.33M <0.01% 0 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,100 shares; 2025Q2: 38,100 shares; 2025Q3: 38,100 shares; 2025Q4: 38,100 shares; 2026Q1: 38,100 shares 38,100 $1.31M <0.01% 0 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,828 shares 69,828 $1.31M <0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,945 shares; 2025Q3: 2,395 shares; 2025Q4: 2,052 shares; 2026Q1: 3,371 shares 3,371 $1.31M <0.01% +1,319 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,390 shares; 2024Q4: 18,166 shares; 2025Q1: 15,523 shares; 2025Q2: 15,064 shares; 2025Q3: 15,302 shares; 2025Q4: 14,453 shares; 2026Q1: 20,006 shares 20,006 $1.31M <0.01% +5,553 Timeline GVI 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: 9,742 shares; 2025Q1: 9,742 shares; 2025Q2: 14,242 shares; 2025Q3: 14,261 shares; 2025Q4: 17,216 shares; 2026Q1: 12,181 shares 12,181 $1.3M <0.01% -5,035 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,806 shares; 2024Q4: 22,998 shares; 2025Q1: 14,965 shares; 2025Q2: 15,195 shares; 2025Q3: 14,824 shares; 2025Q4: 17,051 shares; 2026Q1: 15,668 shares 15,668 $1.27M <0.01% -1,383 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,514 shares; 2024Q4: 16,430 shares; 2025Q1: 16,013 shares; 2025Q2: 19,584 shares; 2025Q3: 20,127 shares; 2025Q4: 17,974 shares; 2026Q1: 20,300 shares 20,300 $1.27M <0.01% +2,326 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,664 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,327 shares; 2025Q3: 19,481 shares; 2025Q4: 29,383 shares; 2026Q1: 34,551 shares 34,551 $1.27M <0.01% +5,168 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,176 shares; 2024Q4: 17,176 shares; 2025Q1: 16,792 shares; 2025Q2: 16,792 shares; 2025Q3: 16,792 shares; 2025Q4: 16,792 shares; 2026Q1: 16,792 shares 16,792 $1.27M <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,631 shares; 2024Q4: 16,252 shares; 2025Q1: 14,405 shares; 2025Q2: 15,131 shares; 2025Q3: 13,831 shares; 2025Q4: 17,495 shares; 2026Q1: 17,293 shares 17,293 $1.26M <0.01% -202 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,227 shares; 2024Q4: 347,566 shares; 2025Q1: 7,257 shares; 2025Q2: 7,231 shares; 2025Q3: 7,213 shares; 2025Q4: 7,191 shares; 2026Q1: 6,844 shares 6,844 $1.25M <0.01% -347 Timeline VTWG 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: 12,914 shares; 2024Q4: 12,900 shares; 2025Q1: 12,833 shares; 2025Q2: 12,833 shares; 2025Q3: 21,249 shares; 2025Q4: 21,249 shares; 2026Q1: 5,465 shares 5,465 $1.25M <0.01% -15,784 Timeline FUN SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,936 shares; 2024Q4: 105,936 shares; 2025Q1: 105,456 shares; 2025Q2: 105,563 shares; 2025Q3: 104,138 shares; 2025Q4: 71,618 shares; 2026Q1: 70,513 shares 70,513 $1.25M <0.01% -1,105 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,487 shares; 2024Q4: 30,140 shares; 2025Q1: 29,603 shares; 2025Q2: 29,419 shares; 2025Q3: 29,419 shares; 2025Q4: 29,419 shares; 2026Q1: 50,263 shares 50,263 $1.25M <0.01% +20,844 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,764 shares; 2026Q1: 16,377 shares 16,377 $1.25M <0.01% -1,387 Timeline JEPQ 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: 5,910 shares; 2024Q4: 19,157 shares; 2025Q1: 20,725 shares; 2025Q2: 20,762 shares; 2025Q3: 13,225 shares; 2025Q4: 21,116 shares; 2026Q1: 22,290 shares 22,290 $1.24M <0.01% +1,174 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,163 shares; 2025Q1: 18,152 shares; 2025Q2: 22,270 shares; 2025Q3: 28,243 shares; 2025Q4: 29,096 shares; 2026Q1: 28,957 shares 28,957 $1.23M <0.01% -139 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: 13,160 shares; 2024Q4: 12,498 shares; 2025Q1: 11,833 shares; 2025Q2: 11,833 shares; 2025Q3: 11,333 shares; 2025Q4: 11,733 shares; 2026Q1: 11,417 shares 11,417 $1.23M <0.01% -316 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,476 shares; 2024Q4: 4,792 shares; 2025Q1: 3,933 shares; 2025Q2: 6,971 shares; 2025Q3: 6,525 shares; 2025Q4: 5,382 shares; 2026Q1: 6,203 shares 6,203 $1.23M <0.01% +821 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,600 shares; 2025Q1: 32,816 shares; 2025Q2: 32,816 shares; 2025Q3: 34,845 shares; 2025Q4: 33,361 shares; 2026Q1: 33,361 shares 33,361 $1.22M <0.01% 0 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: 6,885 shares; 2024Q4: 11,321 shares; 2025Q1: 17,651 shares; 2025Q2: 13,449 shares; 2025Q3: 18,876 shares; 2025Q4: 17,924 shares; 2026Q1: 16,287 shares 16,287 $1.21M <0.01% -1,637 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,236 shares; 2026Q1: 4,728 shares 4,728 $1.21M <0.01% +492 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,527 shares; 2025Q1: 4,482 shares; 2025Q2: 4,230 shares; 2025Q3: 14,121 shares; 2025Q4: 13,759 shares; 2026Q1: 14,109 shares 14,109 $1.2M <0.01% +350 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: 15,122 shares; 2024Q4: 15,792 shares; 2025Q1: 15,929 shares; 2025Q2: 13,179 shares; 2025Q3: 12,709 shares; 2025Q4: 11,773 shares; 2026Q1: 11,040 shares 11,040 $1.2M <0.01% -733 Timeline AVEM 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: 7,082 shares; 2025Q2: 40,666 shares; 2025Q3: 4,131 shares; 2025Q4: 14,843 shares; 2026Q1: 14,843 shares 14,843 $1.2M <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,026 shares; 2024Q4: 16,984 shares; 2025Q1: 20,566 shares; 2025Q2: 19,698 shares; 2025Q3: 19,510 shares; 2025Q4: 23,083 shares; 2026Q1: 14,064 shares 14,064 $1.2M <0.01% -9,019 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325,322 shares; 2024Q4: 1,386,495 shares; 2025Q1: 46,854 shares; 2025Q2: 43,704 shares; 2025Q3: 43,702 shares; 2025Q4: 43,628 shares; 2026Q1: 53,598 shares 53,598 $1.19M <0.01% +9,970 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: 11,740 shares; 2024Q4: 11,757 shares; 2025Q1: 11,714 shares; 2025Q2: 12,246 shares; 2025Q3: 11,680 shares; 2025Q4: 11,879 shares; 2026Q1: 11,842 shares 11,842 $1.19M <0.01% -37 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,000 shares; 2025Q1: 66,445 shares; 2025Q2: 66,445 shares; 2025Q3: 66,445 shares; 2025Q4: 66,445 shares; 2026Q1: 66,445 shares 66,445 $1.18M <0.01% 0 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,035 shares; 2025Q2: 1,117 shares; 2025Q3: 1,178 shares; 2025Q4: 1,630 shares; 2026Q1: 3,447 shares 3,447 $1.18M <0.01% +1,817 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,081 shares; 2025Q4: 26,895 shares; 2026Q1: 24,599 shares 24,599 $1.16M <0.01% -2,296 Timeline IYR 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: 12,191 shares; 2024Q4: 12,551 shares; 2025Q1: 12,251 shares; 2025Q2: 12,789 shares; 2025Q3: 12,261 shares; 2025Q4: 12,220 shares; 2026Q1: 12,210 shares 12,210 $1.15M <0.01% -10 Timeline HGTY HAGERTY INC More: the full row for HAGERTY 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: 109,000 shares; 2026Q1: 109,000 shares 109,000 $1.15M <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,884 shares; 2024Q4: 6,530 shares; 2025Q1: 8,174 shares; 2025Q2: 8,518 shares; 2025Q3: 7,136 shares; 2025Q4: 6,316 shares; 2026Q1: 6,365 shares 6,365 $1.15M <0.01% +49 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,486 shares; 2025Q1: 10,122 shares; 2025Q2: 10,122 shares; 2025Q3: 10,226 shares; 2025Q4: 10,226 shares; 2026Q1: 10,226 shares 10,226 $1.15M <0.01% 0 Timeline MBB 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: 34,834 shares; 2024Q4: 25,627 shares; 2025Q1: 25,100 shares; 2025Q2: 25,274 shares; 2025Q3: 12,834 shares; 2025Q4: 12,967 shares; 2026Q1: 12,021 shares 12,021 $1.14M <0.01% -946 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,855 shares; 2024Q4: 42,156 shares; 2025Q1: 7,303 shares; 2025Q2: 6,954 shares; 2025Q3: 5,996 shares; 2025Q4: 5,007 shares; 2026Q1: 5,232 shares 5,232 $1.14M <0.01% +225 Timeline BSCQ 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: 49,766 shares; 2024Q4: 49,766 shares; 2025Q1: 51,731 shares; 2025Q2: 54,737 shares; 2025Q3: 54,372 shares; 2025Q4: 58,252 shares; 2026Q1: 58,252 shares 58,252 $1.14M <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 5,417 shares; 2025Q1: 4,991 shares; 2025Q2: 4,965 shares; 2025Q3: 4,965 shares; 2025Q4: 4,629 shares; 2026Q1: 8,675 shares 8,675 $1.14M <0.01% +4,046 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,746 shares; 2024Q4: 12,730 shares; 2025Q1: 12,026 shares; 2025Q2: 12,191 shares; 2025Q3: 14,026 shares; 2025Q4: 14,965 shares; 2026Q1: 15,105 shares 15,105 $1.13M <0.01% +140 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,425 shares; 2025Q4: 97,939 shares; 2026Q1: 41,266 shares 41,266 $1.13M <0.01% -56,673 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 6,095 shares; 2025Q1: 5,760 shares; 2025Q2: 9,055 shares; 2025Q3: 9,146 shares; 2025Q4: 7,576 shares; 2026Q1: 7,517 shares 7,517 $1.13M <0.01% -59 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: 3,630 shares; 2025Q3: 3,633 shares; 2025Q4: 3,343 shares; 2026Q1: 7,969 shares 7,969 $1.12M <0.01% +4,626 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,247,959 shares; 2024Q4: 1,117,449 shares; 2025Q1: 179,265 shares; 2025Q2: 154,379 shares; 2025Q3: 102,108 shares; 2025Q4: 33,343 shares; 2026Q1: 26,811 shares 26,811 $1.11M <0.01% -6,532 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,033 shares; 2024Q4: 6,095 shares; 2025Q1: 6,091 shares; 2025Q2: 5,629 shares; 2025Q3: 5,649 shares; 2025Q4: 5,964 shares; 2026Q1: 6,204 shares 6,204 $1.11M <0.01% +240 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,561 shares; 2026Q1: 74,472 shares 74,472 $1.11M <0.01% -49,089 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,567 shares; 2024Q4: 52,827 shares; 2025Q1: 51,587 shares; 2025Q2: 39,260 shares; 2025Q3: 39,213 shares; 2025Q4: 35,272 shares; 2026Q1: 46,994 shares 46,994 $1.11M <0.01% +11,722 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,008 shares; 2024Q4: 8,324 shares; 2025Q1: 9,735 shares; 2025Q2: 10,079 shares; 2025Q3: 10,288 shares; 2025Q4: 10,409 shares; 2026Q1: 10,048 shares 10,048 $1.11M <0.01% -361 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,220 shares; 2024Q4: 46,644 shares; 2025Q1: 46,644 shares; 2025Q2: 46,644 shares; 2025Q3: 46,644 shares; 2025Q4: 46,644 shares; 2026Q1: 46,644 shares 46,644 $1.1M <0.01% 0 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: 7,949 shares; 2024Q4: 7,949 shares; 2025Q1: 9,162 shares; 2025Q2: 8,957 shares; 2025Q3: 8,967 shares; 2025Q4: 8,861 shares; 2026Q1: 8,111 shares 8,111 $1.1M <0.01% -750 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: 5,103 shares; 2024Q4: 5,362 shares; 2025Q1: 6,111 shares; 2025Q2: 6,319 shares; 2025Q3: 6,374 shares; 2025Q4: 7,834 shares; 2026Q1: 8,022 shares 8,022 $1.1M <0.01% +188 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,405 shares; 2024Q4: 28,678 shares; 2025Q1: 28,804 shares; 2025Q2: 28,804 shares; 2025Q3: 28,804 shares; 2025Q4: 28,804 shares; 2026Q1: 28,804 shares 28,804 $1.1M <0.01% 0 Timeline BSMS 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: 38,450 shares; 2024Q4: 46,964 shares; 2025Q1: 46,964 shares; 2025Q2: 46,964 shares; 2025Q3: 46,964 shares; 2025Q4: 46,964 shares; 2026Q1: 46,964 shares 46,964 $1.1M <0.01% 0 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: 9,530 shares; 2024Q4: 9,584 shares; 2025Q1: 7,647 shares; 2025Q2: 8,422 shares; 2025Q3: 8,636 shares; 2025Q4: 12,223 shares; 2026Q1: 13,284 shares 13,284 $1.1M <0.01% +1,061 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,994 shares; 2026Q1: 11,619 shares 11,619 $1.09M <0.01% -4,375 Timeline IYJ 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: 7,308 shares; 2025Q2: 7,363 shares; 2025Q3: 7,363 shares; 2025Q4: 7,363 shares; 2026Q1: 7,363 shares 7,363 $1.09M <0.01% 0 Timeline IYG 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: 13,350 shares; 2025Q2: 13,350 shares; 2025Q3: 13,350 shares; 2025Q4: 13,104 shares; 2026Q1: 13,104 shares 13,104 $1.09M <0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,968 shares; 2024Q4: 56,501 shares; 2025Q1: 57,241 shares; 2025Q2: 57,241 shares; 2025Q3: 57,241 shares; 2025Q4: 57,241 shares; 2026Q1: 60,980 shares 60,980 $1.08M <0.01% +3,739 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: 4,669 shares; 2025Q3: 7,400 shares; 2025Q4: 11,536 shares; 2026Q1: 11,385 shares 11,385 $1.07M <0.01% -151 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 11,842 shares; 2025Q1: 12,351 shares; 2025Q2: 11,923 shares; 2025Q3: 21,560 shares; 2025Q4: 10,795 shares; 2026Q1: 10,783 shares 10,783 $1.07M <0.01% -12 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: 16,230 shares; 2024Q4: 16,505 shares; 2025Q1: 16,335 shares; 2025Q2: 19,021 shares; 2025Q3: 18,556 shares; 2025Q4: 17,275 shares; 2026Q1: 15,145 shares 15,145 $1.07M <0.01% -2,130 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: 2,354 shares; 2024Q4: 2,947 shares; 2025Q1: 3,028 shares; 2025Q2: 2,947 shares; 2025Q3: 2,976 shares; 2025Q4: 2,968 shares; 2026Q1: 2,976 shares 2,976 $1.07M <0.01% +8 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,816 shares; 2024Q4: 46,816 shares; 2025Q1: 46,909 shares; 2025Q2: 46,890 shares; 2025Q3: 47,004 shares; 2025Q4: 46,300 shares; 2026Q1: 58,300 shares 58,300 $1.07M <0.01% +12,000 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528,961 shares; 2024Q4: 1,897,090 shares; 2025Q1: 1,671,470 shares; 2025Q2: 1,454,101 shares; 2025Q3: 1,006,325 shares; 2025Q4: 52,952 shares; 2026Q1: 56,429 shares 56,429 $1.06M <0.01% +3,477 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,369 shares; 2024Q4: 21,176 shares; 2025Q1: 23,712 shares; 2025Q2: 27,735 shares; 2025Q3: 27,973 shares; 2025Q4: 27,195 shares; 2026Q1: 27,143 shares 27,143 $1.06M <0.01% -52 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,288 shares; 2024Q4: 18,058 shares; 2025Q1: 19,122 shares; 2025Q2: 19,122 shares; 2025Q3: 19,122 shares; 2025Q4: 19,122 shares; 2026Q1: 26,564 shares 26,564 $1.05M <0.01% +7,442 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: 42,156 shares; 2024Q4: 42,156 shares; 2025Q1: 43,236 shares; 2025Q2: 45,180 shares; 2025Q3: 45,180 shares; 2025Q4: 45,180 shares; 2026Q1: 45,180 shares 45,180 $1.05M <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,021 shares; 2024Q4: 24,019 shares; 2025Q1: 26,405 shares; 2025Q2: 24,273 shares; 2025Q3: 17,509 shares; 2025Q4: 18,173 shares; 2026Q1: 16,407 shares 16,407 $1.04M <0.01% -1,766 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: 13,194 shares; 2024Q4: 12,789 shares; 2025Q1: 9,017 shares; 2025Q2: 13,606 shares; 2025Q3: 13,193 shares; 2025Q4: 12,138 shares; 2026Q1: 13,268 shares 13,268 $1.04M <0.01% +1,130 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: 26,466 shares; 2024Q4: 22,386 shares; 2025Q1: 22,597 shares; 2025Q2: 23,593 shares; 2025Q3: 36,899 shares; 2025Q4: 35,275 shares; 2026Q1: 43,815 shares 43,815 $1.04M <0.01% +8,540 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,074 shares; 2024Q4: 20,074 shares; 2025Q1: 19,920 shares; 2025Q2: 21,670 shares; 2025Q3: 21,670 shares; 2025Q4: 21,670 shares; 2026Q1: 21,670 shares 21,670 $1.04M <0.01% 0 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: 7,684 shares; 2024Q4: 11,193 shares; 2025Q1: 6,584 shares; 2025Q2: 6,810 shares; 2025Q3: 16,282 shares; 2025Q4: 12,564 shares; 2026Q1: 13,060 shares 13,060 $1.04M <0.01% +496 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: 1,033,611 shares; 2024Q4: 920,073 shares; 2025Q1: 908,947 shares; 2025Q2: 998,316 shares; 2025Q3: 1,087,205 shares; 2025Q4: 31,176 shares; 2026Q1: 18,494 shares 18,494 $1.03M <0.01% -12,682 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,198 shares; 2024Q4: 6,195 shares; 2025Q1: 8,156 shares; 2025Q2: 7,390 shares; 2025Q3: 7,252 shares; 2025Q4: 7,214 shares; 2026Q1: 6,432 shares 6,432 $1.03M <0.01% -782 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 304 shares; 2025Q1: 302 shares; 2025Q2: 287 shares; 2025Q3: 286 shares; 2025Q4: 186 shares; 2026Q1: 156 shares 156 $1.03M <0.01% -30 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,312 shares; 2024Q4: 20,334 shares; 2025Q1: 20,371 shares; 2025Q2: 23,950 shares; 2025Q3: 29,744 shares; 2025Q4: 34,379 shares; 2026Q1: 29,704 shares 29,704 $1.02M <0.01% -4,675 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: 2,483 shares; 2024Q4: 4,500 shares; 2025Q1: 4,411 shares; 2025Q2: 4,688 shares; 2025Q3: 4,841 shares; 2025Q4: 5,026 shares; 2026Q1: 9,295 shares 9,295 $1.02M <0.01% +4,269 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,821 shares; 2024Q4: 3,556 shares; 2025Q1: 3,554 shares; 2025Q2: 14,497 shares; 2025Q3: 14,514 shares; 2025Q4: 14,966 shares; 2026Q1: 15,144 shares 15,144 $1.02M <0.01% +178 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 2,064 shares; 2025Q1: 2,097 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,055 shares; 2026Q1: 3,579 shares 3,579 $1M <0.01% +1,524 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,495 shares; 2024Q4: 10,484 shares; 2025Q1: 10,416 shares; 2025Q2: 9,731 shares; 2025Q3: 9,239 shares; 2025Q4: 8,432 shares; 2026Q1: 36,446 shares 36,446 $999K <0.01% +28,014 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,872 shares 24,872 $999K <0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,246 shares; 2024Q4: 150,035 shares; 2025Q1: 145,938 shares; 2025Q2: 128,817 shares; 2025Q3: 123,089 shares; 2025Q4: 42,950 shares; 2026Q1: 29,913 shares 29,913 $993K <0.01% -13,037 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,936 shares; 2024Q4: 24,978 shares; 2025Q1: 22,208 shares; 2025Q2: 24,980 shares; 2025Q3: 24,982 shares; 2025Q4: 27,145 shares; 2026Q1: 27,391 shares 27,391 $988K <0.01% +246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,916 shares; 2026Q1: 19,386 shares 19,386 $985K <0.01% -530 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: 55,620 shares; 2024Q4: 55,140 shares; 2025Q1: 55,140 shares; 2025Q2: 55,140 shares; 2025Q3: 55,140 shares; 2025Q4: 71,574 shares; 2026Q1: 57,558 shares 57,558 $985K <0.01% -14,016 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805,755 shares; 2024Q4: 568,027 shares; 2025Q1: 14,939 shares; 2025Q2: 12,729 shares; 2025Q3: 12,450 shares; 2025Q4: 12,183 shares; 2026Q1: 12,490 shares 12,490 $980K <0.01% +307 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,650 shares; 2024Q4: 22,605 shares; 2025Q1: 22,588 shares; 2025Q2: 22,382 shares; 2025Q3: 22,476 shares; 2025Q4: 22,424 shares; 2026Q1: 26,383 shares 26,383 $976K <0.01% +3,959 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,748 shares; 2024Q4: 68,557 shares; 2025Q1: 67,046 shares; 2025Q2: 67,109 shares; 2025Q3: 67,109 shares; 2025Q4: 67,046 shares; 2026Q1: 63,213 shares 63,213 $975K <0.01% -3,833 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: 9,102 shares; 2024Q4: 9,851 shares; 2025Q1: 7,665 shares; 2025Q2: 6,802 shares; 2025Q3: 9,812 shares; 2025Q4: 9,641 shares; 2026Q1: 9,641 shares 9,641 $963K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,263 shares; 2024Q4: 19,963 shares; 2025Q1: 19,961 shares; 2025Q2: 19,997 shares; 2025Q3: 19,997 shares; 2025Q4: 15,459 shares; 2026Q1: 19,979 shares 19,979 $958K <0.01% +4,520 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: 7,238 shares; 2024Q4: 6,980 shares; 2025Q1: 6,692 shares; 2025Q2: 6,776 shares; 2025Q3: 6,776 shares; 2025Q4: 7,843 shares; 2026Q1: 6,714 shares 6,714 $957K <0.01% -1,129 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,539 shares; 2026Q1: 15,539 shares 15,539 $953K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,742 shares; 2025Q3: 19,620 shares; 2025Q4: 19,479 shares; 2026Q1: 19,485 shares 19,485 $950K <0.01% +6 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 6,007 shares; 2025Q1: 9,007 shares; 2025Q2: 9,072 shares; 2025Q3: 8,926 shares; 2025Q4: 8,876 shares; 2026Q1: 10,368 shares 10,368 $945K <0.01% +1,492 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: 5,130 shares; 2024Q4: 5,397 shares; 2025Q1: 5,301 shares; 2025Q2: 5,235 shares; 2025Q3: 5,169 shares; 2025Q4: 5,208 shares; 2026Q1: 5,242 shares 5,242 $944K <0.01% +34 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: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 30,158 shares; 2026Q1: 29,208 shares 29,208 $941K <0.01% -950 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: 34,622 shares; 2024Q4: 34,622 shares; 2025Q1: 34,622 shares; 2025Q2: 34,622 shares; 2025Q3: 40,942 shares; 2025Q4: 40,942 shares; 2026Q1: 42,045 shares 42,045 $940K <0.01% +1,103 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,382 shares; 2024Q4: 39,382 shares; 2025Q1: 40,060 shares; 2025Q2: 39,657 shares; 2025Q3: 46,552 shares; 2025Q4: 46,552 shares; 2026Q1: 47,819 shares 47,819 $938K <0.01% +1,267 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,185 shares; 2024Q4: 11,599 shares; 2025Q1: 11,658 shares; 2025Q2: 11,249 shares; 2025Q3: 11,249 shares; 2025Q4: 11,249 shares; 2026Q1: 11,249 shares 11,249 $936K <0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,920 shares; 2025Q2: 13,920 shares; 2025Q3: 13,920 shares; 2025Q4: 13,380 shares; 2026Q1: 15,103 shares 15,103 $931K <0.01% +1,723 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,060 shares; 2024Q4: 17,130 shares; 2025Q1: 19,856 shares; 2025Q2: 19,856 shares; 2025Q3: 19,856 shares; 2025Q4: 29,528 shares; 2026Q1: 33,322 shares 33,322 $919K <0.01% +3,794 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,396 shares; 2024Q4: 41,707 shares; 2025Q1: 43,065 shares; 2025Q2: 40,012 shares; 2025Q3: 40,214 shares; 2025Q4: 50,836 shares; 2026Q1: 99,408 shares 99,408 $908K <0.01% +48,572 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001,800 shares; 2024Q4: 967,171 shares; 2025Q1: 950,160 shares; 2025Q2: 548,862 shares; 2025Q3: 76,482 shares; 2025Q4: 74,003 shares; 2026Q1: 73,877 shares 73,877 $907K <0.01% -126 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 14,750 shares; 2025Q1: 14,750 shares; 2025Q2: 15,750 shares; 2025Q3: 15,750 shares; 2025Q4: 15,750 shares; 2026Q1: 15,750 shares 15,750 $907K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076,403 shares; 2024Q4: 3,221,255 shares; 2025Q1: 49,459 shares; 2025Q2: 41,923 shares; 2025Q3: 48,209 shares; 2025Q4: 42,069 shares; 2026Q1: 48,090 shares 48,090 $906K <0.01% +6,021 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,506 shares; 2024Q4: 49,011 shares; 2025Q1: 47,530 shares; 2025Q2: 44,171 shares; 2025Q3: 46,352 shares; 2025Q4: 46,963 shares; 2026Q1: 53,763 shares 53,763 $903K <0.01% +6,800 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,593 shares; 2025Q1: 5,591 shares; 2025Q2: 5,076 shares; 2025Q3: 15,629 shares; 2025Q4: 14,910 shares; 2026Q1: 15,022 shares 15,022 $901K <0.01% +112 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,288 shares; 2025Q3: 36,936 shares; 2025Q4: 36,936 shares; 2026Q1: 39,086 shares 39,086 $900K <0.01% +2,150 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,427 shares; 2024Q4: 22,556 shares; 2025Q1: 27,525 shares; 2025Q2: 31,025 shares; 2025Q3: 24,951 shares; 2025Q4: 18,561 shares; 2026Q1: 12,038 shares 12,038 $896K <0.01% -6,523 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 950 shares; 2025Q1: 1,045 shares; 2025Q2: 1,074 shares; 2025Q3: 1,059 shares; 2025Q4: 992 shares; 2026Q1: 914 shares 914 $896K <0.01% -78 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,357 shares; 2024Q4: 52,357 shares; 2025Q1: 45,868 shares; 2025Q2: 38,999 shares; 2025Q3: 38,999 shares; 2025Q4: 48,713 shares; 2026Q1: 48,430 shares 48,430 $890K <0.01% -283 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,798 shares; 2025Q1: 2,294 shares; 2025Q2: 1,799 shares; 2025Q3: 7,797 shares; 2025Q4: 2,334 shares; 2026Q1: 2,232 shares 2,232 $885K <0.01% -102 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,076 shares; 2024Q4: 9,348 shares; 2025Q1: 9,048 shares; 2025Q2: 9,048 shares; 2025Q3: 8,966 shares; 2025Q4: 8,724 shares; 2026Q1: 8,724 shares 8,724 $881K <0.01% 0 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,309 shares; 2024Q4: 16,309 shares; 2025Q1: 16,075 shares; 2025Q2: 16,075 shares; 2025Q3: 16,075 shares; 2025Q4: 16,075 shares; 2026Q1: 16,075 shares 16,075 $878K <0.01% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 4,914 shares; 2025Q1: 4,942 shares; 2025Q2: 4,681 shares; 2025Q3: 4,681 shares; 2025Q4: 3,831 shares; 2026Q1: 3,870 shares 3,870 $872K <0.01% +39 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 12,045 shares; 2025Q4: 12,045 shares; 2026Q1: 24,563 shares 24,563 $871K <0.01% +12,518 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 558,625 shares; 2024Q4: 529,602 shares; 2025Q1: 511,050 shares; 2025Q2: 317,697 shares; 2025Q3: 227,550 shares; 2025Q4: 151,040 shares; 2026Q1: 4,357 shares 4,357 $861K <0.01% -146,683 Timeline TCBX THIRD COAST BANCSHARES INC More: the full row for THIRD COAST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,728 shares 22,728 $860K <0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,767 shares; 2026Q1: 11,072 shares 11,072 $858K <0.01% +305 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 17,670 shares; 2025Q3: 17,834 shares; 2025Q4: 19,975 shares; 2026Q1: 30,184 shares 30,184 $856K <0.01% +10,209 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,005 shares; 2024Q4: 23,448 shares; 2025Q1: 22,448 shares; 2025Q2: 22,415 shares; 2025Q3: 20,683 shares; 2025Q4: 20,675 shares; 2026Q1: 19,682 shares 19,682 $850K <0.01% -993 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,902 shares; 2024Q4: 35,902 shares; 2025Q1: 35,902 shares; 2025Q2: 35,901 shares; 2025Q3: 35,901 shares; 2025Q4: 35,901 shares; 2026Q1: 61,757 shares 61,757 $847K <0.01% +25,856 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,699 shares; 2024Q4: 79,699 shares; 2025Q1: 74,719 shares; 2025Q2: 74,719 shares; 2025Q3: 74,719 shares; 2025Q4: 74,719 shares; 2026Q1: 74,836 shares 74,836 $846K <0.01% +117 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: 13,110 shares; 2024Q4: 11,264 shares; 2025Q1: 5,617 shares; 2025Q2: 5,445 shares; 2025Q3: 13,776 shares; 2025Q4: 13,270 shares; 2026Q1: 12,728 shares 12,728 $846K <0.01% -542 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: 7,976 shares; 2024Q4: 15,462 shares; 2025Q1: 15,369 shares; 2025Q2: 15,535 shares; 2025Q3: 12,178 shares; 2025Q4: 11,379 shares; 2026Q1: 11,212 shares 11,212 $843K <0.01% -167 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,238 shares; 2024Q4: 31,224 shares; 2025Q1: 31,224 shares; 2025Q2: 31,524 shares; 2025Q3: 35,910 shares; 2025Q4: 36,660 shares; 2026Q1: 41,013 shares 41,013 $838K <0.01% +4,353 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: 4,632 shares; 2024Q4: 13,343 shares; 2025Q1: 13,292 shares; 2025Q2: 12,938 shares; 2025Q3: 12,998 shares; 2025Q4: 12,213 shares; 2026Q1: 10,317 shares 10,317 $835K <0.01% -1,896 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: 33,702 shares; 2024Q4: 29,062 shares; 2025Q1: 29,062 shares; 2025Q2: 29,062 shares; 2025Q3: 33,618 shares; 2025Q4: 33,618 shares; 2026Q1: 38,377 shares 38,377 $832K <0.01% +4,759 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,325 shares; 2024Q4: 14,552 shares; 2025Q1: 16,621 shares; 2025Q2: 8,313 shares; 2025Q3: 10,497 shares; 2025Q4: 8,027 shares; 2026Q1: 8,373 shares 8,373 $828K <0.01% +346 Timeline ESPO 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: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 9,055 shares; 2025Q2: 9,092 shares; 2025Q3: 9,092 shares; 2025Q4: 9,092 shares; 2026Q1: 9,055 shares 9,055 $819K <0.01% -37 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: 13,801 shares; 2024Q4: 13,557 shares; 2025Q1: 13,557 shares; 2025Q2: 15,307 shares; 2025Q3: 15,307 shares; 2025Q4: 15,307 shares; 2026Q1: 15,307 shares 15,307 $817K <0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 26,000 shares 26,000 $815K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,280 shares 1,280 $813K <0.01% new Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,976 shares; 2024Q4: 34,400 shares; 2025Q1: 34,400 shares; 2025Q2: 34,400 shares; 2025Q3: 34,400 shares; 2025Q4: 34,400 shares; 2026Q1: 34,400 shares 34,400 $813K <0.01% 0 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,350 shares; 2025Q1: 2,503 shares; 2025Q2: 2,809 shares; 2025Q3: 3,816 shares; 2025Q4: 8,422 shares; 2026Q1: 8,805 shares 8,805 $812K <0.01% +383 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,293 shares; 2024Q4: 60,923 shares; 2025Q1: 69,033 shares; 2025Q2: 67,314 shares; 2025Q3: 59,413 shares; 2025Q4: 49,863 shares; 2026Q1: 35,650 shares 35,650 $811K <0.01% -14,213 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,649 shares; 2024Q4: 9,417 shares; 2025Q1: 8,542 shares; 2025Q2: 10,584 shares; 2025Q3: 9,880 shares; 2025Q4: 9,670 shares; 2026Q1: 8,680 shares 8,680 $810K <0.01% -990 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897,072 shares; 2024Q4: 938,918 shares; 2025Q1: 14,413 shares; 2025Q2: 12,534 shares; 2025Q3: 12,397 shares; 2025Q4: 12,297 shares; 2026Q1: 12,367 shares 12,367 $807K <0.01% +70 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: 9,208 shares; 2024Q4: 10,356 shares; 2025Q1: 8,865 shares; 2025Q2: 10,955 shares; 2025Q3: 7,895 shares; 2025Q4: 20,351 shares; 2026Q1: 17,695 shares 17,695 $805K <0.01% -2,656 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: not reported; 2024Q4: not reported; 2025Q1: 11,346 shares; 2025Q2: 11,346 shares; 2025Q3: 11,346 shares; 2025Q4: 11,491 shares; 2026Q1: 11,491 shares 11,491 $805K <0.01% 0 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,330 shares; 2025Q2: 12,330 shares; 2025Q3: 12,672 shares; 2025Q4: 12,792 shares; 2026Q1: 12,792 shares 12,792 $805K <0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,342 shares; 2025Q4: 8,360 shares; 2026Q1: 8,371 shares 8,371 $803K <0.01% +11 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,236 shares; 2024Q4: 10,205 shares; 2025Q1: 10,446 shares; 2025Q2: 9,823 shares; 2025Q3: 9,940 shares; 2025Q4: 9,744 shares; 2026Q1: 9,749 shares 9,749 $803K <0.01% +5 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: 24,835 shares; 2024Q4: 24,814 shares; 2025Q1: 24,411 shares; 2025Q2: 23,749 shares; 2025Q3: 23,750 shares; 2025Q4: 23,750 shares; 2026Q1: 23,754 shares 23,754 $802K <0.01% +4 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,307 shares; 2024Q4: 77,455 shares; 2025Q1: 76,633 shares; 2025Q2: 73,794 shares; 2025Q3: 77,886 shares; 2025Q4: 85,836 shares; 2026Q1: 79,376 shares 79,376 $795K <0.01% -6,460 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,428 shares; 2026Q1: 3,455 shares 3,455 $794K <0.01% +27 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: 18,772 shares; 2024Q4: 17,216 shares; 2025Q1: 14,704 shares; 2025Q2: 19,072 shares; 2025Q3: 13,335 shares; 2025Q4: 10,479 shares; 2026Q1: 10,088 shares 10,088 $794K <0.01% -391 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,945 shares 1,945 $792K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,357 shares; 2024Q4: 10,368 shares; 2025Q1: 10,504 shares; 2025Q2: 10,357 shares; 2025Q3: 10,357 shares; 2025Q4: 10,568 shares; 2026Q1: 12,619 shares 12,619 $789K <0.01% +2,051 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,497,256 shares; 2024Q4: 1,568,751 shares; 2025Q1: 39,543 shares; 2025Q2: 39,532 shares; 2025Q3: 39,549 shares; 2025Q4: 39,738 shares; 2026Q1: 38,932 shares 38,932 $787K <0.01% -806 Timeline RSPT 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: 6,527 shares; 2024Q4: 8,527 shares; 2025Q1: 8,527 shares; 2025Q2: 8,527 shares; 2025Q3: 8,527 shares; 2025Q4: 8,527 shares; 2026Q1: 17,347 shares 17,347 $785K <0.01% +8,820 Timeline AVDE 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: 10,360 shares; 2025Q2: 9,044 shares; 2025Q3: 8,690 shares; 2025Q4: 9,155 shares; 2026Q1: 9,155 shares 9,155 $777K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,677 shares; 2024Q4: 4,675 shares; 2025Q1: 4,677 shares; 2025Q2: 4,267 shares; 2025Q3: 4,057 shares; 2025Q4: 3,693 shares; 2026Q1: 3,655 shares 3,655 $774K <0.01% -38 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 6,325 shares; 2025Q1: 6,325 shares; 2025Q2: 6,349 shares; 2025Q3: 6,349 shares; 2025Q4: 6,343 shares; 2026Q1: 8,384 shares 8,384 $773K <0.01% +2,041 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,415 shares; 2024Q4: 15,336 shares; 2025Q1: 8,182 shares; 2025Q2: 8,249 shares; 2025Q3: 7,697 shares; 2025Q4: 7,834 shares; 2026Q1: 7,141 shares 7,141 $772K <0.01% -693 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $772K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,015 shares; 2026Q1: 8,479 shares 8,479 $771K <0.01% +464 Timeline USRT 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: 12,369 shares; 2024Q4: 12,369 shares; 2025Q1: 12,369 shares; 2025Q2: 12,369 shares; 2025Q3: 12,369 shares; 2025Q4: 13,219 shares; 2026Q1: 13,019 shares 13,019 $771K <0.01% -200 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,554 shares; 2024Q4: 6,554 shares; 2025Q1: 6,554 shares; 2025Q2: 6,554 shares; 2025Q3: 6,554 shares; 2025Q4: 6,906 shares; 2026Q1: 6,906 shares 6,906 $768K <0.01% 0 Timeline DFIC 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: 11,317 shares; 2025Q1: 16,358 shares; 2025Q2: 16,358 shares; 2025Q3: 16,358 shares; 2025Q4: 16,358 shares; 2026Q1: 21,520 shares 21,520 $765K <0.01% +5,162 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: 13,371 shares; 2024Q4: 13,758 shares; 2025Q1: 16,523 shares; 2025Q2: 13,728 shares; 2025Q3: 21,725 shares; 2025Q4: 11,754 shares; 2026Q1: 11,757 shares 11,757 $764K <0.01% +3 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,293 shares; 2024Q4: 3,293 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,383 shares; 2025Q4: 4,694 shares; 2026Q1: 4,663 shares 4,663 $763K <0.01% -31 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,000 shares; 2024Q4: 90,000 shares; 2025Q1: 90,000 shares; 2025Q2: 90,000 shares; 2025Q3: 90,000 shares; 2025Q4: 90,000 shares; 2026Q1: 90,000 shares 90,000 $762K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,254 shares; 2024Q4: 18,930 shares; 2025Q1: 5,575 shares; 2025Q2: 5,576 shares; 2025Q3: 5,823 shares; 2025Q4: 15,545 shares; 2026Q1: 8,049 shares 8,049 $761K <0.01% -7,496 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,612 shares; 2025Q1: 13,224 shares; 2025Q2: 13,313 shares; 2025Q3: 13,322 shares; 2025Q4: 13,300 shares; 2026Q1: 13,208 shares 13,208 $753K <0.01% -92 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,475 shares; 2025Q2: 2,291 shares; 2025Q3: 2,317 shares; 2025Q4: 2,158 shares; 2026Q1: 2,285 shares 2,285 $751K <0.01% +127 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: 6,146 shares; 2025Q3: 6,146 shares; 2025Q4: 13,456 shares; 2026Q1: 13,456 shares 13,456 $743K <0.01% 0 Timeline LNKB LINKBANCORP INC More: the full row for LINKBANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,533 shares; 2024Q4: 198,533 shares; 2025Q1: 198,533 shares; 2025Q2: 197,595 shares; 2025Q3: 169,751 shares; 2025Q4: 88,939 shares; 2026Q1: 88,939 shares 88,939 $742K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,888 shares; 2025Q4: 18,105 shares; 2026Q1: 18,161 shares 18,161 $741K <0.01% +56 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,002 shares; 2024Q4: 6,641 shares; 2025Q1: 7,560 shares; 2025Q2: 7,556 shares; 2025Q3: 6,835 shares; 2025Q4: 7,046 shares; 2026Q1: 7,929 shares 7,929 $740K <0.01% +883 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,704 shares; 2024Q4: 20,698 shares; 2025Q1: 21,413 shares; 2025Q2: 21,796 shares; 2025Q3: 20,639 shares; 2025Q4: 22,619 shares; 2026Q1: 14,655 shares 14,655 $737K <0.01% -7,964 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: 25,265 shares; 2025Q2: 30,865 shares; 2025Q3: 41,043 shares; 2025Q4: 21,477 shares; 2026Q1: 21,620 shares 21,620 $729K <0.01% +143 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,376 shares; 2024Q4: 16,559 shares; 2025Q1: 16,151 shares; 2025Q2: 16,151 shares; 2025Q3: 20,224 shares; 2025Q4: 20,261 shares; 2026Q1: 20,272 shares 20,272 $729K <0.01% +11 Timeline DFAE 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: 8,241 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,784 shares; 2026Q1: 21,427 shares 21,427 $726K <0.01% +1,643 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,705 shares; 2024Q4: 48,780 shares; 2025Q1: 46,832 shares; 2025Q2: 47,165 shares; 2025Q3: 46,832 shares; 2025Q4: 47,432 shares; 2026Q1: 41,752 shares 41,752 $719K <0.01% -5,680 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,512 shares; 2024Q4: 12,672 shares; 2025Q1: 12,672 shares; 2025Q2: 12,672 shares; 2025Q3: 15,944 shares; 2025Q4: 11,592 shares; 2026Q1: 16,079 shares 16,079 $717K <0.01% +4,487 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618,265 shares; 2024Q4: 434,760 shares; 2025Q1: 11,259 shares; 2025Q2: 10,007 shares; 2025Q3: 9,805 shares; 2025Q4: 18,535 shares; 2026Q1: 9,681 shares 9,681 $716K <0.01% -8,854 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,514 shares; 2024Q4: 17,514 shares; 2025Q1: 17,514 shares; 2025Q2: 17,514 shares; 2025Q3: 17,514 shares; 2025Q4: 17,514 shares; 2026Q1: 17,514 shares 17,514 $715K <0.01% 0 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: 12,431 shares; 2026Q1: 14,355 shares 14,355 $713K <0.01% +1,924 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,558 shares; 2024Q4: 9,542 shares; 2025Q1: 9,842 shares; 2025Q2: 9,832 shares; 2025Q3: 10,559 shares; 2025Q4: 10,877 shares; 2026Q1: 9,412 shares 9,412 $709K <0.01% -1,465 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,160 shares; 2024Q4: 11,160 shares; 2025Q1: 11,160 shares; 2025Q2: 11,160 shares; 2025Q3: 11,318 shares; 2025Q4: 7,906 shares; 2026Q1: 7,980 shares 7,980 $706K <0.01% +74 Timeline DLN 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: 4,674 shares; 2024Q4: 6,614 shares; 2025Q1: 6,614 shares; 2025Q2: 11,613 shares; 2025Q3: 11,522 shares; 2025Q4: 9,026 shares; 2026Q1: 7,897 shares 7,897 $705K <0.01% -1,129 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,644 shares 16,644 $705K <0.01% new 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: 6,205 shares; 2024Q4: 5,874 shares; 2025Q1: 6,124 shares; 2025Q2: 6,664 shares; 2025Q3: 6,664 shares; 2025Q4: 6,898 shares; 2026Q1: 5,825 shares 5,825 $704K <0.01% -1,073 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,276 shares; 2024Q4: 12,276 shares; 2025Q1: 12,801 shares; 2025Q2: 14,001 shares; 2025Q3: 13,476 shares; 2025Q4: 14,541 shares; 2026Q1: 13,936 shares 13,936 $703K <0.01% -605 Timeline SCHM 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: 8,478 shares; 2024Q4: 21,844 shares; 2025Q1: 24,848 shares; 2025Q2: 23,558 shares; 2025Q3: 23,560 shares; 2025Q4: 22,698 shares; 2026Q1: 22,595 shares 22,595 $700K <0.01% -103 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 15,461 shares; 2025Q1: 15,461 shares; 2025Q2: 15,126 shares; 2025Q3: 15,176 shares; 2025Q4: 15,757 shares; 2026Q1: 14,677 shares 14,677 $698K <0.01% -1,080 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,845 shares; 2024Q4: 8,980 shares; 2025Q1: 11,319 shares; 2025Q2: 11,586 shares; 2025Q3: 11,370 shares; 2025Q4: 10,363 shares; 2026Q1: 11,376 shares 11,376 $696K <0.01% +1,013 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,843 shares; 2025Q1: 3,816 shares; 2025Q2: 3,868 shares; 2025Q3: 3,858 shares; 2025Q4: 8,046 shares; 2026Q1: 3,647 shares 3,647 $695K <0.01% -4,399 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,507 shares; 2024Q4: 36,028 shares; 2025Q1: 37,659 shares; 2025Q2: 37,523 shares; 2025Q3: 38,949 shares; 2025Q4: 50,752 shares; 2026Q1: 33,550 shares 33,550 $694K <0.01% -17,202 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: 4,206 shares; 2024Q4: 3,815 shares; 2025Q1: 3,299 shares; 2025Q2: 3,378 shares; 2025Q3: 3,453 shares; 2025Q4: 3,598 shares; 2026Q1: 3,391 shares 3,391 $688K <0.01% -207 Timeline CMF 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: 3,908 shares; 2024Q4: 3,944 shares; 2025Q1: 3,962 shares; 2025Q2: 11,991 shares; 2025Q3: 12,020 shares; 2025Q4: 12,058 shares; 2026Q1: 12,077 shares 12,077 $687K <0.01% +19 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,068 shares; 2024Q4: 1,844 shares; 2025Q1: 1,764 shares; 2025Q2: 1,773 shares; 2025Q3: 1,773 shares; 2025Q4: 1,963 shares; 2026Q1: 1,773 shares 1,773 $680K <0.01% -190 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,224 shares; 2025Q1: 6,279 shares; 2025Q2: 6,404 shares; 2025Q3: 6,634 shares; 2025Q4: 6,649 shares; 2026Q1: 6,949 shares 6,949 $679K <0.01% +300 Timeline EWC 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: 12,376 shares; 2025Q4: 12,376 shares; 2026Q1: 12,376 shares 12,376 $678K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,097 shares; 2024Q4: 7,325 shares; 2025Q1: 14,080 shares; 2025Q2: 7,639 shares; 2025Q3: 14,064 shares; 2025Q4: 14,093 shares; 2026Q1: 13,344 shares 13,344 $678K <0.01% -749 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,104 shares; 2024Q4: 32,120 shares; 2025Q1: 36,467 shares; 2025Q2: 39,490 shares; 2025Q3: 40,278 shares; 2025Q4: 35,778 shares; 2026Q1: 43,271 shares 43,271 $677K <0.01% +7,493 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: 10,320 shares; 2024Q4: 17,276 shares; 2025Q1: 8,505 shares; 2025Q2: 8,997 shares; 2025Q3: 8,985 shares; 2025Q4: 7,825 shares; 2026Q1: 8,652 shares 8,652 $667K <0.01% +827 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,925 shares 5,925 $663K <0.01% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 8,188 shares; 2025Q1: 7,584 shares; 2025Q2: 7,933 shares; 2025Q3: 7,405 shares; 2025Q4: 7,039 shares; 2026Q1: 9,557 shares 9,557 $662K <0.01% +2,518 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 7,594 shares; 2025Q1: 5,324 shares; 2025Q2: 5,311 shares; 2025Q3: 5,179 shares; 2025Q4: 5,043 shares; 2026Q1: 5,092 shares 5,092 $661K <0.01% +49 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,480 shares; 2025Q2: 26,480 shares; 2025Q3: 26,480 shares; 2025Q4: 26,480 shares; 2026Q1: 26,480 shares 26,480 $659K <0.01% 0 Timeline FOLD AMICUS THERAPEUTIC More: the full row for AMICUS THERAPEUTIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,525 shares; 2024Q4: 45,525 shares; 2025Q1: 45,525 shares; 2025Q2: 45,525 shares; 2025Q3: 45,525 shares; 2025Q4: 45,525 shares; 2026Q1: 45,525 shares 45,525 $658K <0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,554 shares; 2024Q4: 4,671 shares; 2025Q1: 4,196 shares; 2025Q2: 4,784 shares; 2025Q3: 4,884 shares; 2025Q4: 4,709 shares; 2026Q1: 4,796 shares 4,796 $658K <0.01% +87 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,063 shares; 2024Q4: 6,063 shares; 2025Q1: 6,117 shares; 2025Q2: 6,277 shares; 2025Q3: 6,278 shares; 2025Q4: 6,438 shares; 2026Q1: 6,940 shares 6,940 $658K <0.01% +502 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: 4,259 shares; 2024Q4: 4,373 shares; 2025Q1: 4,371 shares; 2025Q2: 4,631 shares; 2025Q3: 4,628 shares; 2025Q4: 3,732 shares; 2026Q1: 3,598 shares 3,598 $656K <0.01% -134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,864 shares; 2025Q3: 5,779 shares; 2025Q4: 14,256 shares; 2026Q1: 13,797 shares 13,797 $649K <0.01% -459 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,655 shares; 2024Q4: 10,342 shares; 2025Q1: 10,255 shares; 2025Q2: 7,473 shares; 2025Q3: 7,121 shares; 2025Q4: 8,110 shares; 2026Q1: 12,454 shares 12,454 $646K <0.01% +4,344 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: 9,103 shares; 2024Q4: 12,166 shares; 2025Q1: 9,724 shares; 2025Q2: 10,193 shares; 2025Q3: 10,700 shares; 2025Q4: 9,514 shares; 2026Q1: 8,082 shares 8,082 $642K <0.01% -1,432 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,973 shares; 2024Q4: 10,973 shares; 2025Q1: 10,973 shares; 2025Q2: 12,174 shares; 2025Q3: 10,974 shares; 2025Q4: 10,974 shares; 2026Q1: 9,879 shares 9,879 $642K <0.01% -1,095 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,940 shares; 2025Q3: 4,940 shares; 2025Q4: 6,967 shares; 2026Q1: 7,737 shares 7,737 $641K <0.01% +770 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: 8,100 shares; 2024Q4: 6,048 shares; 2025Q1: 5,772 shares; 2025Q2: 5,147 shares; 2025Q3: 4,887 shares; 2025Q4: 4,392 shares; 2026Q1: 3,650 shares 3,650 $637K <0.01% -742 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,220 shares; 2025Q3: 34,140 shares; 2025Q4: 34,940 shares; 2026Q1: 34,140 shares 34,140 $637K <0.01% -800 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,612 shares; 2026Q1: 26,610 shares 26,610 $637K <0.01% -33,002 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,899 shares; 2024Q4: 153,297 shares; 2025Q1: 173,563 shares; 2025Q2: 174,682 shares; 2025Q3: 174,460 shares; 2025Q4: 134,870 shares; 2026Q1: 78,044 shares 78,044 $636K <0.01% -56,826 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,610 shares; 2024Q4: 17,730 shares; 2025Q1: 22,820 shares; 2025Q2: 22,911 shares; 2025Q3: 22,904 shares; 2025Q4: 24,890 shares; 2026Q1: 24,897 shares 24,897 $636K <0.01% +7 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,361 shares; 2024Q4: 98,361 shares; 2025Q1: 98,361 shares; 2025Q2: 98,361 shares; 2025Q3: 98,361 shares; 2025Q4: 98,361 shares; 2026Q1: 98,361 shares 98,361 $634K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,165 shares; 2025Q2: 12,952 shares; 2025Q3: 13,009 shares; 2025Q4: 16,387 shares; 2026Q1: 20,728 shares 20,728 $632K <0.01% +4,341 Timeline DFAX 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: 32,525 shares; 2024Q4: 32,391 shares; 2025Q1: 39,856 shares; 2025Q2: 39,949 shares; 2025Q3: 18,616 shares; 2025Q4: 18,577 shares; 2026Q1: 18,590 shares 18,590 $631K <0.01% +13 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,280 shares; 2026Q1: 87,198 shares 87,198 $630K <0.01% +64,918 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 6,639 shares; 2026Q1: 6,695 shares 6,695 $629K <0.01% +56 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,552 shares; 2024Q4: 26,971 shares; 2025Q1: 26,796 shares; 2025Q2: 22,939 shares; 2025Q3: 43,627 shares; 2025Q4: 26,931 shares; 2026Q1: 32,615 shares 32,615 $627K <0.01% +5,684 Timeline SYRE SPYRE THERAPEUTICS INC More: the full row for SPYRE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,400 shares 12,400 $625K <0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 14,148 shares; 2025Q3: 29,706 shares; 2025Q4: 29,706 shares; 2026Q1: 29,706 shares 29,706 $625K <0.01% 0 Timeline PFM 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: 12,191 shares; 2024Q4: 12,191 shares; 2025Q1: 12,191 shares; 2025Q2: 12,083 shares; 2025Q3: 13,883 shares; 2025Q4: 13,883 shares; 2026Q1: 12,149 shares 12,149 $621K <0.01% -1,734 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,648 shares; 2024Q4: 7,368 shares; 2025Q1: 7,899 shares; 2025Q2: 12,560 shares; 2025Q3: 10,367 shares; 2025Q4: 10,324 shares; 2026Q1: 11,965 shares 11,965 $620K <0.01% +1,641 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 4,837 shares; 2025Q1: 4,837 shares; 2025Q2: 5,199 shares; 2025Q3: 4,853 shares; 2025Q4: 5,579 shares; 2026Q1: 5,578 shares 5,578 $620K <0.01% -1 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: 17,767 shares; 2024Q4: 4,317 shares; 2025Q1: 6,137 shares; 2025Q2: 4,712 shares; 2025Q3: 4,321 shares; 2025Q4: 4,547 shares; 2026Q1: 4,926 shares 4,926 $618K <0.01% +379 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,543 shares; 2024Q4: 43,740 shares; 2025Q1: 45,355 shares; 2025Q2: 46,770 shares; 2025Q3: 46,301 shares; 2025Q4: 40,186 shares; 2026Q1: 37,587 shares 37,587 $618K <0.01% -2,599 Timeline CBAN COLONY BANKCORP INC More: the full row for COLONY BANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,980 shares; 2026Q1: 30,863 shares 30,863 $616K <0.01% +8,883 Timeline