NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,818 shares; 2024Q4: 24,096 shares; 2025Q1: 22,747 shares; 2025Q2: 24,292 shares; 2025Q3: 23,463 shares; 2025Q4: 124,607 shares; 2026Q1: 129,422 shares 129,422 $13.5M 0.03% +4,815 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,329 shares; 2024Q4: 177,392 shares; 2025Q1: 111,631 shares; 2025Q2: 137,099 shares; 2025Q3: 154,380 shares; 2025Q4: 158,983 shares; 2026Q1: 146,260 shares 146,260 $13.5M 0.03% -12,723 Timeline IYZ 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: 92,031 shares; 2025Q1: 182,818 shares; 2025Q2: 270,626 shares; 2025Q3: 593,702 shares; 2025Q4: 584,902 shares; 2026Q1: 341,798 shares 341,798 $13.4M 0.03% -243,104 Timeline BBAG 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: 291,654 shares; 2024Q4: 304,020 shares; 2025Q1: 389,386 shares; 2025Q2: 674,910 shares; 2025Q3: 678,880 shares; 2025Q4: 293,826 shares; 2026Q1: 291,089 shares 291,089 $13.4M 0.03% -2,737 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: 289,202 shares; 2024Q4: 279,805 shares; 2025Q1: 272,556 shares; 2025Q2: 270,931 shares; 2025Q3: 268,578 shares; 2025Q4: 259,925 shares; 2026Q1: 253,269 shares 253,269 $13.4M 0.03% -6,656 Timeline XME 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: 51,327 shares; 2024Q4: 54,178 shares; 2025Q1: 61,212 shares; 2025Q2: 61,125 shares; 2025Q3: 55,496 shares; 2025Q4: 51,150 shares; 2026Q1: 123,569 shares 123,569 $13.3M 0.03% +72,419 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: 133,524 shares; 2024Q4: 183,568 shares; 2025Q1: 236,706 shares; 2025Q2: 259,156 shares; 2025Q3: 267,371 shares; 2025Q4: 347,971 shares; 2026Q1: 363,826 shares 363,826 $13.3M 0.03% +15,855 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,799 shares; 2024Q4: 186,109 shares; 2025Q1: 194,612 shares; 2025Q2: 422,559 shares; 2025Q3: 445,794 shares; 2025Q4: 439,321 shares; 2026Q1: 443,763 shares 443,763 $13.3M 0.03% +4,442 Timeline AOA 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: 191,689 shares; 2024Q4: 185,151 shares; 2025Q1: 178,191 shares; 2025Q2: 161,080 shares; 2025Q3: 153,807 shares; 2025Q4: 151,751 shares; 2026Q1: 150,170 shares 150,170 $13.3M 0.03% -1,581 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,025 shares; 2024Q4: 33,172 shares; 2025Q1: 33,113 shares; 2025Q2: 34,297 shares; 2025Q3: 35,855 shares; 2025Q4: 39,188 shares; 2026Q1: 62,799 shares 62,799 $13.3M 0.03% +23,611 Timeline FNDB 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: 191,396 shares; 2024Q4: 576,193 shares; 2025Q1: 611,814 shares; 2025Q2: 686,144 shares; 2025Q3: 700,002 shares; 2025Q4: 723,445 shares; 2026Q1: 487,438 shares 487,438 $13.3M 0.03% -236,007 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,314 shares; 2024Q4: 266,677 shares; 2025Q1: 235,591 shares; 2025Q2: 277,069 shares; 2025Q3: 275,905 shares; 2025Q4: 274,715 shares; 2026Q1: 240,505 shares 240,505 $13.2M 0.03% -34,210 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: 769,001 shares; 2024Q4: 515,416 shares; 2025Q1: 538,094 shares; 2025Q2: 531,691 shares; 2025Q3: 350,675 shares; 2025Q4: 326,352 shares; 2026Q1: 296,024 shares 296,024 $13.2M 0.03% -30,328 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,873 shares; 2024Q4: 462,644 shares; 2025Q1: 458,223 shares; 2025Q2: 450,532 shares; 2025Q3: 469,304 shares; 2025Q4: 439,859 shares; 2026Q1: 456,737 shares 456,737 $13.1M 0.03% +16,878 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,855 shares; 2024Q4: 136,449 shares; 2025Q1: 137,177 shares; 2025Q2: 131,809 shares; 2025Q3: 122,594 shares; 2025Q4: 134,963 shares; 2026Q1: 144,859 shares 144,859 $13.1M 0.03% +9,896 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,267 shares; 2024Q4: 278,335 shares; 2025Q1: 278,358 shares; 2025Q2: 284,316 shares; 2025Q3: 291,709 shares; 2025Q4: 298,957 shares; 2026Q1: 350,464 shares 350,464 $13.1M 0.03% +51,507 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,850 shares; 2024Q4: 51,841 shares; 2025Q1: 50,389 shares; 2025Q2: 50,716 shares; 2025Q3: 43,142 shares; 2025Q4: 41,042 shares; 2026Q1: 36,673 shares 36,673 $13.1M 0.03% -4,369 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,660 shares; 2024Q4: 65,000 shares; 2025Q1: 68,787 shares; 2025Q2: 70,184 shares; 2025Q3: 66,527 shares; 2025Q4: 63,979 shares; 2026Q1: 65,525 shares 65,525 $13M 0.03% +1,546 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,643 shares; 2024Q4: 177,203 shares; 2025Q1: 213,291 shares; 2025Q2: 264,052 shares; 2025Q3: 279,842 shares; 2025Q4: 295,690 shares; 2026Q1: 162,065 shares 162,065 $12.9M 0.03% -133,625 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: 66,149 shares 66,149 $12.9M 0.03% new Timeline VONE 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: 5,964 shares; 2024Q4: 44,645 shares; 2025Q1: 49,226 shares; 2025Q2: 52,246 shares; 2025Q3: 53,404 shares; 2025Q4: 54,099 shares; 2026Q1: 43,820 shares 43,820 $12.9M 0.03% -10,279 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: 96,775 shares; 2024Q4: 92,454 shares; 2025Q1: 120,957 shares; 2025Q2: 123,688 shares; 2025Q3: 119,869 shares; 2025Q4: 119,747 shares; 2026Q1: 117,547 shares 117,547 $12.9M 0.03% -2,200 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: 36,673 shares; 2024Q4: 76,607 shares; 2025Q1: 102,240 shares; 2025Q2: 138,810 shares; 2025Q3: 175,606 shares; 2025Q4: 297,887 shares; 2026Q1: 690,938 shares 690,938 $12.9M 0.03% +393,051 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,576 shares; 2024Q4: 447,593 shares; 2025Q1: 535,490 shares; 2025Q2: 462,708 shares; 2025Q3: 283,755 shares; 2025Q4: 266,326 shares; 2026Q1: 263,944 shares 263,944 $12.9M 0.03% -2,382 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: 112,675 shares; 2024Q4: 118,047 shares; 2025Q1: 120,480 shares; 2025Q2: 124,200 shares; 2025Q3: 124,585 shares; 2025Q4: 111,768 shares; 2026Q1: 114,352 shares 114,352 $12.8M 0.03% +2,584 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: 143,835 shares; 2024Q4: 128,690 shares; 2025Q1: 126,747 shares; 2025Q2: 129,953 shares; 2025Q3: 122,132 shares; 2025Q4: 120,805 shares; 2026Q1: 137,366 shares 137,366 $12.8M 0.03% +16,561 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,523 shares; 2024Q4: 105,330 shares; 2025Q1: 81,465 shares; 2025Q2: 101,317 shares; 2025Q3: 113,732 shares; 2025Q4: 138,807 shares; 2026Q1: 346,257 shares 346,257 $12.7M 0.03% +207,450 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,820 shares; 2024Q4: 218,425 shares; 2025Q1: 321,994 shares; 2025Q2: 293,640 shares; 2025Q3: 307,638 shares; 2025Q4: 252,655 shares; 2026Q1: 275,182 shares 275,182 $12.7M 0.03% +22,527 Timeline CDC 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: 186,582 shares; 2024Q4: 218,365 shares; 2025Q1: 211,027 shares; 2025Q2: 170,500 shares; 2025Q3: 176,496 shares; 2025Q4: 174,878 shares; 2026Q1: 177,935 shares 177,935 $12.7M 0.03% +3,057 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: 145,699 shares; 2024Q4: 144,111 shares; 2025Q1: 142,256 shares; 2025Q2: 143,456 shares; 2025Q3: 139,491 shares; 2025Q4: 133,882 shares; 2026Q1: 124,200 shares 124,200 $12.7M 0.03% -9,682 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,744 shares; 2024Q4: 55,608 shares; 2025Q1: 115,054 shares; 2025Q2: 93,664 shares; 2025Q3: 83,474 shares; 2025Q4: 86,406 shares; 2026Q1: 131,586 shares 131,586 $12.6M 0.03% +45,180 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: 72,206 shares; 2024Q4: 71,032 shares; 2025Q1: 78,539 shares; 2025Q2: 77,609 shares; 2025Q3: 77,051 shares; 2025Q4: 74,990 shares; 2026Q1: 73,875 shares 73,875 $12.5M 0.03% -1,115 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: 8,282 shares; 2024Q4: 8,844 shares; 2025Q1: 8,471 shares; 2025Q2: 132,654 shares; 2025Q3: 141,296 shares; 2025Q4: 150,414 shares; 2026Q1: 134,396 shares 134,396 $12.4M 0.03% -16,018 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,855 shares; 2024Q4: 239,355 shares; 2025Q1: 247,011 shares; 2025Q2: 235,173 shares; 2025Q3: 263,685 shares; 2025Q4: 254,182 shares; 2026Q1: 238,744 shares 238,744 $12.4M 0.03% -15,438 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: 102,721 shares; 2024Q4: 117,681 shares; 2025Q1: 148,988 shares; 2025Q2: 107,030 shares; 2025Q3: 138,162 shares; 2025Q4: 133,538 shares; 2026Q1: 104,043 shares 104,043 $12.3M 0.03% -29,495 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,902 shares; 2024Q4: 467,085 shares; 2025Q1: 498,115 shares; 2025Q2: 253,388 shares; 2025Q3: 248,336 shares; 2025Q4: 239,716 shares; 2026Q1: 255,400 shares 255,400 $12.3M 0.03% +15,684 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: 212,670 shares; 2024Q4: 199,819 shares; 2025Q1: 195,935 shares; 2025Q2: 218,269 shares; 2025Q3: 226,360 shares; 2025Q4: 251,142 shares; 2026Q1: 270,273 shares 270,273 $12.3M 0.03% +19,131 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: 229,039 shares; 2024Q4: 237,081 shares; 2025Q1: 259,238 shares; 2025Q2: 288,797 shares; 2025Q3: 292,520 shares; 2025Q4: 303,110 shares; 2026Q1: 175,227 shares 175,227 $12.3M 0.03% -127,883 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,582 shares; 2024Q4: 43,896 shares; 2025Q1: 44,725 shares; 2025Q2: 44,444 shares; 2025Q3: 47,479 shares; 2025Q4: 48,386 shares; 2026Q1: 47,046 shares 47,046 $12.2M 0.03% -1,340 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,427 shares; 2024Q4: 17,759 shares; 2025Q1: 18,630 shares; 2025Q2: 18,995 shares; 2025Q3: 32,612 shares; 2025Q4: 32,991 shares; 2026Q1: 135,212 shares 135,212 $12.2M 0.03% +102,221 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,699 shares; 2024Q4: 67,720 shares; 2025Q1: 66,390 shares; 2025Q2: 54,643 shares; 2025Q3: 66,070 shares; 2025Q4: 67,700 shares; 2026Q1: 84,493 shares 84,493 $12.2M 0.03% +16,793 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: 125,707 shares; 2024Q4: 126,879 shares; 2025Q1: 145,547 shares; 2025Q2: 192,941 shares; 2025Q3: 166,028 shares; 2025Q4: 177,960 shares; 2026Q1: 168,752 shares 168,752 $12.2M 0.03% -9,208 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,183 shares; 2024Q4: 37,785 shares; 2025Q1: 41,133 shares; 2025Q2: 40,591 shares; 2025Q3: 43,806 shares; 2025Q4: 42,904 shares; 2026Q1: 42,261 shares 42,261 $12.1M 0.03% -643 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,759 shares; 2024Q4: 56,623 shares; 2025Q1: 81,137 shares; 2025Q2: 206,895 shares; 2025Q3: 230,725 shares; 2025Q4: 458,420 shares; 2026Q1: 384,042 shares 384,042 $12.1M 0.03% -74,378 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,494 shares; 2024Q4: 199,821 shares; 2025Q1: 281,546 shares; 2025Q2: 248,446 shares; 2025Q3: 231,816 shares; 2025Q4: 219,971 shares; 2026Q1: 275,467 shares 275,467 $12M 0.03% +55,496 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 237,470 shares; 2025Q2: 219,643 shares; 2025Q3: 225,317 shares; 2025Q4: 297,094 shares; 2026Q1: 306,168 shares 306,168 $12M 0.03% +9,074 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,102 shares; 2024Q4: 71,397 shares; 2025Q1: 216,978 shares; 2025Q2: 255,294 shares; 2025Q3: 262,116 shares; 2025Q4: 268,420 shares; 2026Q1: 355,348 shares 355,348 $12M 0.03% +86,928 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,761 shares; 2024Q4: 13,256 shares; 2025Q1: 12,956 shares; 2025Q2: 17,520 shares; 2025Q3: 17,363 shares; 2025Q4: 17,079 shares; 2026Q1: 194,464 shares 194,464 $12M 0.03% +177,385 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 56,756 shares; 2025Q1: 56,221 shares; 2025Q2: 61,873 shares; 2025Q3: 62,594 shares; 2025Q4: 73,149 shares; 2026Q1: 77,198 shares 77,198 $12M 0.03% +4,049 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,915 shares; 2024Q4: 147,620 shares; 2025Q1: 213,840 shares; 2025Q2: 240,780 shares; 2025Q3: 260,815 shares; 2025Q4: 265,899 shares; 2026Q1: 306,491 shares 306,491 $11.9M 0.03% +40,592 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,365 shares; 2024Q4: 198,470 shares; 2025Q1: 206,216 shares; 2025Q2: 231,864 shares; 2025Q3: 238,710 shares; 2025Q4: 251,035 shares; 2026Q1: 227,381 shares 227,381 $11.9M 0.03% -23,654 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: 108,611 shares; 2024Q4: 86,820 shares; 2025Q1: 96,628 shares; 2025Q2: 103,467 shares; 2025Q3: 105,881 shares; 2025Q4: 140,781 shares; 2026Q1: 123,527 shares 123,527 $11.9M 0.03% -17,254 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: 40,651 shares; 2024Q4: 47,221 shares; 2025Q1: 37,233 shares; 2025Q2: 44,929 shares; 2025Q3: 46,951 shares; 2025Q4: 34,052 shares; 2026Q1: 37,757 shares 37,757 $11.9M 0.03% +3,705 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,978 shares; 2024Q4: 143,844 shares; 2025Q1: 199,048 shares; 2025Q2: 241,240 shares; 2025Q3: 384,686 shares; 2025Q4: 471,740 shares; 2026Q1: 459,061 shares 459,061 $11.8M 0.03% -12,679 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,745 shares; 2024Q4: 850,437 shares; 2025Q1: 880,394 shares; 2025Q2: 228,842 shares; 2025Q3: 270,920 shares; 2025Q4: 294,144 shares; 2026Q1: 296,148 shares 296,148 $11.8M 0.03% +2,004 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,596 shares; 2025Q4: 245,454 shares; 2026Q1: 465,246 shares 465,246 $11.7M 0.03% +219,792 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,773 shares; 2024Q4: 406,845 shares; 2025Q1: 367,854 shares; 2025Q2: 360,297 shares; 2025Q3: 339,824 shares; 2025Q4: 334,455 shares; 2026Q1: 311,341 shares 311,341 $11.7M 0.03% -23,114 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,673 shares; 2024Q4: 490,945 shares; 2025Q1: 546,412 shares; 2025Q2: 684,255 shares; 2025Q3: 584,515 shares; 2025Q4: 485,371 shares; 2026Q1: 507,402 shares 507,402 $11.6M 0.03% +22,031 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,374 shares; 2024Q4: 61,110 shares; 2025Q1: 57,044 shares; 2025Q2: 60,557 shares; 2025Q3: 56,982 shares; 2025Q4: 63,376 shares; 2026Q1: 47,848 shares 47,848 $11.6M 0.03% -15,528 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: 101,080 shares; 2024Q4: 109,895 shares; 2025Q1: 110,695 shares; 2025Q2: 117,116 shares; 2025Q3: 120,345 shares; 2025Q4: 122,452 shares; 2026Q1: 122,929 shares 122,929 $11.6M 0.03% +477 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,326 shares; 2024Q4: 18,917 shares; 2025Q1: 99,916 shares; 2025Q2: 94,327 shares; 2025Q3: 167,015 shares; 2025Q4: 185,721 shares; 2026Q1: 220,161 shares 220,161 $11.6M 0.03% +34,440 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,350 shares; 2024Q4: 462,593 shares; 2025Q1: 493,966 shares; 2025Q2: 521,327 shares; 2025Q3: 541,911 shares; 2025Q4: 658,652 shares; 2026Q1: 692,248 shares 692,248 $11.6M 0.03% +33,596 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,634 shares; 2024Q4: 11,941 shares; 2025Q1: 16,410 shares; 2025Q2: 16,415 shares; 2025Q3: 24,237 shares; 2025Q4: 24,250 shares; 2026Q1: 35,735 shares 35,735 $11.5M 0.03% +11,485 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,607 shares; 2024Q4: 49,889 shares; 2025Q1: 56,942 shares; 2025Q2: 59,894 shares; 2025Q3: 58,787 shares; 2025Q4: 60,375 shares; 2026Q1: 56,533 shares 56,533 $11.5M 0.03% -3,842 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: 33,923 shares; 2024Q4: 34,021 shares; 2025Q1: 34,704 shares; 2025Q2: 32,220 shares; 2025Q3: 33,749 shares; 2025Q4: 33,285 shares; 2026Q1: 31,916 shares 31,916 $11.5M 0.03% -1,369 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: 80,932 shares; 2024Q4: 84,161 shares; 2025Q1: 86,617 shares; 2025Q2: 87,526 shares; 2025Q3: 86,267 shares; 2025Q4: 83,210 shares; 2026Q1: 87,247 shares 87,247 $11.4M 0.03% +4,037 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,688 shares; 2024Q4: 453,293 shares; 2025Q1: 483,728 shares; 2025Q2: 503,547 shares; 2025Q3: 928,329 shares; 2025Q4: 1,019,913 shares; 2026Q1: 1,034,687 shares 1,034,687 $11.4M 0.03% +14,774 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,370 shares; 2024Q4: 101,382 shares; 2025Q1: 79,480 shares; 2025Q2: 78,478 shares; 2025Q3: 84,607 shares; 2025Q4: 160,744 shares; 2026Q1: 228,079 shares 228,079 $11.4M 0.03% +67,335 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,116 shares; 2024Q4: 87,736 shares; 2025Q1: 103,970 shares; 2025Q2: 93,303 shares; 2025Q3: 91,532 shares; 2025Q4: 95,339 shares; 2026Q1: 85,484 shares 85,484 $11.3M 0.03% -9,855 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,682 shares; 2024Q4: 221,836 shares; 2025Q1: 233,197 shares; 2025Q2: 284,202 shares; 2025Q3: 270,136 shares; 2025Q4: 277,885 shares; 2026Q1: 270,889 shares 270,889 $11.3M 0.03% -6,996 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,306 shares; 2024Q4: 73,968 shares; 2025Q1: 67,512 shares; 2025Q2: 65,425 shares; 2025Q3: 71,298 shares; 2025Q4: 74,606 shares; 2026Q1: 85,080 shares 85,080 $11.2M 0.03% +10,474 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,426 shares; 2024Q4: 102,123 shares; 2025Q1: 259,575 shares; 2025Q2: 88,525 shares; 2025Q3: 86,905 shares; 2025Q4: 105,077 shares; 2026Q1: 91,910 shares 91,910 $11.2M 0.03% -13,167 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: 416,663 shares; 2024Q4: 464,915 shares; 2025Q1: 707,681 shares; 2025Q2: 791,502 shares; 2025Q3: 818,480 shares; 2025Q4: 820,720 shares; 2026Q1: 572,817 shares 572,817 $11.2M 0.03% -247,903 Timeline IVOO 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: 100,428 shares; 2024Q4: 103,343 shares; 2025Q1: 102,430 shares; 2025Q2: 106,816 shares; 2025Q3: 94,126 shares; 2025Q4: 96,161 shares; 2026Q1: 97,634 shares 97,634 $11.2M 0.03% +1,473 Timeline FIIG 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: 461,379 shares; 2024Q4: 404,263 shares; 2025Q1: 412,553 shares; 2025Q2: 379,198 shares; 2025Q3: 443,577 shares; 2025Q4: 479,090 shares; 2026Q1: 537,691 shares 537,691 $11.2M 0.03% +58,601 Timeline TBUX 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: 132,058 shares; 2024Q4: 252,337 shares; 2025Q1: 188,631 shares; 2025Q2: 121,677 shares; 2025Q3: 160,670 shares; 2025Q4: 166,140 shares; 2026Q1: 223,533 shares 223,533 $11.1M 0.03% +57,393 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: 45,176 shares; 2024Q4: 42,420 shares; 2025Q1: 52,413 shares; 2025Q2: 55,141 shares; 2025Q3: 56,346 shares; 2025Q4: 56,110 shares; 2026Q1: 61,309 shares 61,309 $11M 0.03% +5,199 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: 76,169 shares; 2025Q3: 131,101 shares; 2025Q4: 208,070 shares; 2026Q1: 171,488 shares 171,488 $11M 0.03% -36,582 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,215 shares; 2024Q4: 216,725 shares; 2025Q1: 216,534 shares; 2025Q2: 205,561 shares; 2025Q3: 201,212 shares; 2025Q4: 206,744 shares; 2026Q1: 209,552 shares 209,552 $10.9M 0.03% +2,808 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,248 shares; 2024Q4: 28,307 shares; 2025Q1: 32,884 shares; 2025Q2: 59,167 shares; 2025Q3: 65,329 shares; 2025Q4: 64,056 shares; 2026Q1: 59,874 shares 59,874 $10.9M 0.03% -4,182 Timeline IYF 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: 125,179 shares; 2024Q4: 111,843 shares; 2025Q1: 116,713 shares; 2025Q2: 118,170 shares; 2025Q3: 138,748 shares; 2025Q4: 101,240 shares; 2026Q1: 92,465 shares 92,465 $10.9M 0.03% -8,775 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: 100,317 shares; 2024Q4: 99,806 shares; 2025Q1: 99,333 shares; 2025Q2: 100,558 shares; 2025Q3: 102,650 shares; 2025Q4: 104,348 shares; 2026Q1: 93,898 shares 93,898 $10.9M 0.03% -10,450 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,019 shares; 2024Q4: 43,811 shares; 2025Q1: 43,619 shares; 2025Q2: 36,593 shares; 2025Q3: 37,213 shares; 2025Q4: 35,684 shares; 2026Q1: 37,237 shares 37,237 $10.8M 0.03% +1,553 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,778 shares; 2024Q4: 431,493 shares; 2025Q1: 369,865 shares; 2025Q2: 382,900 shares; 2025Q3: 418,602 shares; 2025Q4: 553,448 shares; 2026Q1: 480,810 shares 480,810 $10.8M 0.03% -72,638 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,504 shares; 2024Q4: 26,478 shares; 2025Q1: 39,017 shares; 2025Q2: 44,746 shares; 2025Q3: 44,744 shares; 2025Q4: 38,387 shares; 2026Q1: 37,772 shares 37,772 $10.7M 0.03% -615 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,972 shares; 2024Q4: 289,341 shares; 2025Q1: 296,732 shares; 2025Q2: 297,716 shares; 2025Q3: 303,971 shares; 2025Q4: 330,831 shares; 2026Q1: 325,155 shares 325,155 $10.7M 0.03% -5,676 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,128 shares; 2024Q4: 65,402 shares; 2025Q1: 59,542 shares; 2025Q2: 52,726 shares; 2025Q3: 48,965 shares; 2025Q4: 117,168 shares; 2026Q1: 83,738 shares 83,738 $10.7M 0.03% -33,430 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: 94,075 shares; 2024Q4: 90,415 shares; 2025Q1: 87,166 shares; 2025Q2: 83,695 shares; 2025Q3: 82,233 shares; 2025Q4: 92,552 shares; 2026Q1: 114,611 shares 114,611 $10.7M 0.03% +22,059 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 254,901 shares; 2025Q1: 266,550 shares; 2025Q2: 282,412 shares; 2025Q3: 295,763 shares; 2025Q4: 314,699 shares; 2026Q1: 353,131 shares 353,131 $10.7M 0.03% +38,432 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: 19,505 shares; 2024Q4: 18,711 shares; 2025Q1: 22,484 shares; 2025Q2: 29,641 shares; 2025Q3: 60,429 shares; 2025Q4: 99,322 shares; 2026Q1: 132,177 shares 132,177 $10.7M 0.03% +32,855 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,840 shares; 2024Q4: 135,606 shares; 2025Q1: 143,226 shares; 2025Q2: 122,656 shares; 2025Q3: 182,386 shares; 2025Q4: 199,510 shares; 2026Q1: 227,972 shares 227,972 $10.6M 0.03% +28,462 Timeline SKYY 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: 126,313 shares; 2024Q4: 127,315 shares; 2025Q1: 144,632 shares; 2025Q2: 133,567 shares; 2025Q3: 116,244 shares; 2025Q4: 106,315 shares; 2026Q1: 97,235 shares 97,235 $10.6M 0.03% -9,080 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,013 shares; 2024Q4: 203,417 shares; 2025Q1: 189,110 shares; 2025Q2: 181,833 shares; 2025Q3: 188,558 shares; 2025Q4: 204,688 shares; 2026Q1: 223,528 shares 223,528 $10.6M 0.03% +18,840 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,639 shares; 2024Q4: 20,646 shares; 2025Q1: 21,304 shares; 2025Q2: 21,101 shares; 2025Q3: 22,627 shares; 2025Q4: 19,596 shares; 2026Q1: 21,381 shares 21,381 $10.6M 0.03% +1,785 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,939 shares; 2024Q4: 48,376 shares; 2025Q1: 48,762 shares; 2025Q2: 50,189 shares; 2025Q3: 46,502 shares; 2025Q4: 49,250 shares; 2026Q1: 51,087 shares 51,087 $10.6M 0.03% +1,837 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,356 shares; 2024Q4: 140,180 shares; 2025Q1: 144,821 shares; 2025Q2: 139,361 shares; 2025Q3: 137,852 shares; 2025Q4: 124,731 shares; 2026Q1: 134,237 shares 134,237 $10.6M 0.03% +9,506 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,863 shares; 2024Q4: 19,096 shares; 2025Q1: 17,961 shares; 2025Q2: 21,361 shares; 2025Q3: 21,124 shares; 2025Q4: 24,980 shares; 2026Q1: 28,457 shares 28,457 $10.5M 0.03% +3,477 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,987 shares; 2024Q4: 148,002 shares; 2025Q1: 177,643 shares; 2025Q2: 166,675 shares; 2025Q3: 172,864 shares; 2025Q4: 173,865 shares; 2026Q1: 233,640 shares 233,640 $10.5M 0.03% +59,775 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,162 shares; 2024Q4: 287,177 shares; 2025Q1: 287,364 shares; 2025Q2: 286,066 shares; 2025Q3: 223,932 shares; 2025Q4: 216,070 shares; 2026Q1: 231,239 shares 231,239 $10.5M 0.03% +15,169 Timeline SMLV 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: 46,839 shares; 2024Q4: 60,824 shares; 2025Q1: 61,948 shares; 2025Q2: 64,889 shares; 2025Q3: 68,863 shares; 2025Q4: 74,822 shares; 2026Q1: 76,409 shares 76,409 $10.5M 0.03% +1,587 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: 122,359 shares; 2024Q4: 149,589 shares; 2025Q1: 158,825 shares; 2025Q2: 173,208 shares; 2025Q3: 204,425 shares; 2025Q4: 221,708 shares; 2026Q1: 213,252 shares 213,252 $10.5M 0.03% -8,456 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: 24,925 shares; 2024Q4: 31,407 shares; 2025Q1: 31,061 shares; 2025Q2: 35,338 shares; 2025Q3: 36,977 shares; 2025Q4: 38,161 shares; 2026Q1: 52,054 shares 52,054 $10.5M 0.03% +13,893 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,425 shares; 2024Q4: 27,082 shares; 2025Q1: 27,587 shares; 2025Q2: 30,042 shares; 2025Q3: 25,845 shares; 2025Q4: 25,336 shares; 2026Q1: 61,626 shares 61,626 $10.4M 0.03% +36,290 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,331 shares; 2024Q4: 32,863 shares; 2025Q1: 17,953 shares; 2025Q2: 23,269 shares; 2025Q3: 24,363 shares; 2025Q4: 58,472 shares; 2026Q1: 190,790 shares 190,790 $10.4M 0.03% +132,318 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,983 shares; 2024Q4: 35,303 shares; 2025Q1: 102,973 shares; 2025Q2: 110,197 shares; 2025Q3: 170,355 shares; 2025Q4: 320,279 shares; 2026Q1: 348,118 shares 348,118 $10.4M 0.03% +27,839 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: 102,378 shares; 2024Q4: 106,724 shares; 2025Q1: 112,137 shares; 2025Q2: 114,841 shares; 2025Q3: 120,885 shares; 2025Q4: 120,172 shares; 2026Q1: 145,401 shares 145,401 $10.3M 0.03% +25,229 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,935 shares; 2024Q4: 186,261 shares; 2025Q1: 220,088 shares; 2025Q2: 243,463 shares; 2025Q3: 264,022 shares; 2025Q4: 285,582 shares; 2026Q1: 309,350 shares 309,350 $10.3M 0.03% +23,768 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,189 shares; 2024Q4: 82,629 shares; 2025Q1: 104,141 shares; 2025Q2: 107,261 shares; 2025Q3: 110,685 shares; 2025Q4: 142,003 shares; 2026Q1: 143,487 shares 143,487 $10.3M 0.03% +1,484 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: 86,924 shares; 2024Q4: 89,878 shares; 2025Q1: 100,856 shares; 2025Q2: 91,447 shares; 2025Q3: 87,502 shares; 2025Q4: 86,113 shares; 2026Q1: 84,626 shares 84,626 $10.2M 0.03% -1,487 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,890 shares; 2024Q4: 496,026 shares; 2025Q1: 459,951 shares; 2025Q2: 465,205 shares; 2025Q3: 487,593 shares; 2025Q4: 540,404 shares; 2026Q1: 543,309 shares 543,309 $10.2M 0.03% +2,905 Timeline FIW 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: 140,738 shares; 2024Q4: 137,485 shares; 2025Q1: 100,385 shares; 2025Q2: 87,016 shares; 2025Q3: 88,892 shares; 2025Q4: 95,709 shares; 2026Q1: 98,857 shares 98,857 $10.2M 0.03% +3,148 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: 127,916 shares; 2024Q4: 143,532 shares; 2025Q1: 126,913 shares; 2025Q2: 128,188 shares; 2025Q3: 211,004 shares; 2025Q4: 236,486 shares; 2026Q1: 290,494 shares 290,494 $10.2M 0.03% +54,008 Timeline ACWX 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: 67,415 shares; 2024Q4: 65,772 shares; 2025Q1: 71,301 shares; 2025Q2: 101,666 shares; 2025Q3: 102,606 shares; 2025Q4: 111,538 shares; 2026Q1: 148,459 shares 148,459 $10.2M 0.03% +36,921 Timeline TFI 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: 152,897 shares; 2024Q4: 157,360 shares; 2025Q1: 161,163 shares; 2025Q2: 166,670 shares; 2025Q3: 169,075 shares; 2025Q4: 175,271 shares; 2026Q1: 223,497 shares 223,497 $10.1M 0.03% +48,226 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,881 shares; 2024Q4: 141,219 shares; 2025Q1: 113,856 shares; 2025Q2: 84,115 shares; 2025Q3: 97,295 shares; 2025Q4: 106,407 shares; 2026Q1: 109,716 shares 109,716 $10.1M 0.03% +3,309 Timeline IOO 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: 109,754 shares; 2024Q4: 111,459 shares; 2025Q1: 119,952 shares; 2025Q2: 84,254 shares; 2025Q3: 87,724 shares; 2025Q4: 82,682 shares; 2026Q1: 83,582 shares 83,582 $10.1M 0.03% +900 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,760 shares; 2024Q4: 149,201 shares; 2025Q1: 159,515 shares; 2025Q2: 171,284 shares; 2025Q3: 168,780 shares; 2025Q4: 167,496 shares; 2026Q1: 253,484 shares 253,484 $10.1M 0.03% +85,988 Timeline FLRT 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: 143,171 shares; 2024Q4: 175,892 shares; 2025Q1: 212,951 shares; 2025Q2: 219,147 shares; 2025Q3: 228,818 shares; 2025Q4: 227,376 shares; 2026Q1: 217,652 shares 217,652 $10.1M 0.03% -9,724 Timeline SPHD 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: 283,212 shares; 2024Q4: 194,247 shares; 2025Q1: 214,169 shares; 2025Q2: 202,522 shares; 2025Q3: 196,548 shares; 2025Q4: 200,258 shares; 2026Q1: 202,974 shares 202,974 $10.1M 0.03% +2,716 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,782 shares; 2024Q4: 8,558 shares; 2025Q1: 9,082 shares; 2025Q2: 9,644 shares; 2025Q3: 6,127 shares; 2025Q4: 6,176 shares; 2026Q1: 7,280 shares 7,280 $10M 0.03% +1,104 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,404 shares; 2024Q4: 59,359 shares; 2025Q1: 58,897 shares; 2025Q2: 60,332 shares; 2025Q3: 56,450 shares; 2025Q4: 61,960 shares; 2026Q1: 62,829 shares 62,829 $9.98M 0.03% +869 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,301 shares; 2024Q4: 139,008 shares; 2025Q1: 141,921 shares; 2025Q2: 137,890 shares; 2025Q3: 129,195 shares; 2025Q4: 212,621 shares; 2026Q1: 245,809 shares 245,809 $9.94M 0.03% +33,188 Timeline FTXL 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: 61,169 shares; 2024Q4: 59,827 shares; 2025Q1: 58,121 shares; 2025Q2: 57,196 shares; 2025Q3: 55,760 shares; 2025Q4: 61,869 shares; 2026Q1: 67,302 shares 67,302 $9.93M 0.03% +5,433 Timeline SPMD 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: 170,417 shares; 2024Q4: 157,467 shares; 2025Q1: 158,072 shares; 2025Q2: 182,055 shares; 2025Q3: 180,890 shares; 2025Q4: 188,747 shares; 2026Q1: 167,116 shares 167,116 $9.9M 0.03% -21,631 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,868 shares; 2024Q4: 53,628 shares; 2025Q1: 53,777 shares; 2025Q2: 46,908 shares; 2025Q3: 47,992 shares; 2025Q4: 65,915 shares; 2026Q1: 71,445 shares 71,445 $9.89M 0.03% +5,530 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,344 shares; 2024Q4: 379,121 shares; 2025Q1: 434,860 shares; 2025Q2: 329,623 shares; 2025Q3: 332,047 shares; 2025Q4: 327,713 shares; 2026Q1: 220,071 shares 220,071 $9.86M 0.03% -107,642 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,193 shares; 2024Q4: 19,588 shares; 2025Q1: 19,333 shares; 2025Q2: 23,773 shares; 2025Q3: 23,981 shares; 2025Q4: 24,249 shares; 2026Q1: 24,869 shares 24,869 $9.8M 0.03% +620 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 8,964 shares; 2025Q1: 22,483 shares; 2025Q2: 28,415 shares; 2025Q3: 35,243 shares; 2025Q4: 40,499 shares; 2026Q1: 44,630 shares 44,630 $9.76M 0.03% +4,131 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,573 shares; 2024Q4: 180,018 shares; 2025Q1: 215,439 shares; 2025Q2: 195,411 shares; 2025Q3: 273,585 shares; 2025Q4: 239,284 shares; 2026Q1: 230,626 shares 230,626 $9.76M 0.03% -8,658 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,726 shares; 2024Q4: 152,209 shares; 2025Q1: 153,497 shares; 2025Q2: 139,518 shares; 2025Q3: 147,488 shares; 2025Q4: 145,371 shares; 2026Q1: 143,477 shares 143,477 $9.75M 0.03% -1,894 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,129 shares; 2024Q4: 98,680 shares; 2025Q1: 111,288 shares; 2025Q2: 96,093 shares; 2025Q3: 128,903 shares; 2025Q4: 122,142 shares; 2026Q1: 103,756 shares 103,756 $9.75M 0.03% -18,386 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,005 shares; 2024Q4: 62,578 shares; 2025Q1: 78,470 shares; 2025Q2: 78,496 shares; 2025Q3: 85,919 shares; 2025Q4: 84,566 shares; 2026Q1: 86,683 shares 86,683 $9.74M 0.03% +2,117 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: 84,791 shares; 2024Q4: 78,888 shares; 2025Q1: 92,643 shares; 2025Q2: 90,573 shares; 2025Q3: 95,817 shares; 2025Q4: 87,167 shares; 2026Q1: 85,908 shares 85,908 $9.72M 0.03% -1,259 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: 134,473 shares; 2024Q4: 125,013 shares; 2025Q1: 140,973 shares; 2025Q2: 141,166 shares; 2025Q3: 140,311 shares; 2025Q4: 138,304 shares; 2026Q1: 133,457 shares 133,457 $9.71M 0.03% -4,847 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,159 shares; 2024Q4: 69,563 shares; 2025Q1: 57,052 shares; 2025Q2: 85,243 shares; 2025Q3: 144,193 shares; 2025Q4: 165,074 shares; 2026Q1: 200,513 shares 200,513 $9.71M 0.03% +35,439 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 198,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,420 shares; 2025Q4: 314,773 shares; 2026Q1: 365,484 shares 365,484 $9.7M 0.03% +50,711 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,162 shares; 2024Q4: 95,200 shares; 2025Q1: 95,247 shares; 2025Q2: 96,010 shares; 2025Q3: 138,186 shares; 2025Q4: 184,283 shares; 2026Q1: 162,459 shares 162,459 $9.59M 0.02% -21,824 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,186 shares; 2024Q4: 48,552 shares; 2025Q1: 45,592 shares; 2025Q2: 48,514 shares; 2025Q3: 190,668 shares; 2025Q4: 201,178 shares; 2026Q1: 229,696 shares 229,696 $9.55M 0.02% +28,518 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,023 shares; 2024Q4: 141,254 shares; 2025Q1: 131,255 shares; 2025Q2: 124,761 shares; 2025Q3: 125,788 shares; 2025Q4: 112,979 shares; 2026Q1: 593,941 shares 593,941 $9.54M 0.02% +480,962 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,166 shares; 2024Q4: 17,327 shares; 2025Q1: 25,105 shares; 2025Q2: 38,545 shares; 2025Q3: 30,918 shares; 2025Q4: 24,641 shares; 2026Q1: 23,732 shares 23,732 $9.45M 0.02% -909 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,743 shares; 2024Q4: 100,646 shares; 2025Q1: 99,806 shares; 2025Q2: 106,498 shares; 2025Q3: 109,913 shares; 2025Q4: 108,526 shares; 2026Q1: 102,038 shares 102,038 $9.44M 0.02% -6,488 Timeline JPIB 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: 33,800 shares; 2024Q4: 32,828 shares; 2025Q1: 40,869 shares; 2025Q2: 100,830 shares; 2025Q3: 106,246 shares; 2025Q4: 137,756 shares; 2026Q1: 196,442 shares 196,442 $9.39M 0.02% +58,686 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,198 shares; 2025Q3: 18,625 shares; 2025Q4: 55,833 shares; 2026Q1: 150,135 shares 150,135 $9.34M 0.02% +94,302 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: 21,180 shares; 2024Q4: 29,101 shares; 2025Q1: 85,057 shares; 2025Q2: 82,406 shares; 2025Q3: 78,329 shares; 2025Q4: 80,360 shares; 2026Q1: 87,509 shares 87,509 $9.34M 0.02% +7,149 Timeline KAT ADVISORS SER TR More: the full row for ADVISORS 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: not reported; 2025Q3: 195,274 shares; 2025Q4: 187,362 shares; 2026Q1: 173,579 shares 173,579 $9.3M 0.02% -13,783 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: 23,275 shares; 2024Q4: 21,595 shares; 2025Q1: 19,411 shares; 2025Q2: 18,978 shares; 2025Q3: 19,643 shares; 2025Q4: 20,188 shares; 2026Q1: 21,404 shares 21,404 $9.29M 0.02% +1,216 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,889 shares; 2024Q4: 38,190 shares; 2025Q1: 40,839 shares; 2025Q2: 53,906 shares; 2025Q3: 47,144 shares; 2025Q4: 43,301 shares; 2026Q1: 44,131 shares 44,131 $9.27M 0.02% +830 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,165 shares; 2024Q4: 188,394 shares; 2025Q1: 117,063 shares; 2025Q2: 183,254 shares; 2025Q3: 162,166 shares; 2025Q4: 173,490 shares; 2026Q1: 159,714 shares 159,714 $9.25M 0.02% -13,776 Timeline FSIG 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: 545,366 shares; 2024Q4: 471,340 shares; 2025Q1: 534,013 shares; 2025Q2: 425,394 shares; 2025Q3: 413,729 shares; 2025Q4: 428,141 shares; 2026Q1: 487,941 shares 487,941 $9.24M 0.02% +59,800 Timeline OMFL 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: 533,466 shares; 2024Q4: 507,387 shares; 2025Q1: 481,887 shares; 2025Q2: 506,359 shares; 2025Q3: 528,014 shares; 2025Q4: 547,865 shares; 2026Q1: 153,629 shares 153,629 $9.24M 0.02% -394,236 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,823 shares; 2024Q4: 56,806 shares; 2025Q1: 54,219 shares; 2025Q2: 73,148 shares; 2025Q3: 75,026 shares; 2025Q4: 81,952 shares; 2026Q1: 86,348 shares 86,348 $9.2M 0.02% +4,396 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: 84,506 shares; 2024Q4: 88,935 shares; 2025Q1: 84,263 shares; 2025Q2: 77,465 shares; 2025Q3: 80,020 shares; 2025Q4: 66,406 shares; 2026Q1: 63,566 shares 63,566 $9.19M 0.02% -2,840 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,359 shares; 2024Q4: 25,181 shares; 2025Q1: 27,196 shares; 2025Q2: 30,799 shares; 2025Q3: 31,726 shares; 2025Q4: 33,841 shares; 2026Q1: 35,616 shares 35,616 $9.06M 0.02% +1,775 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,855 shares; 2024Q4: 174,418 shares; 2025Q1: 169,918 shares; 2025Q2: 169,334 shares; 2025Q3: 172,260 shares; 2025Q4: 183,431 shares; 2026Q1: 183,451 shares 183,451 $9.06M 0.02% +20 Timeline FESM 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: 48,914 shares; 2024Q4: 60,301 shares; 2025Q1: 143,727 shares; 2025Q2: 140,224 shares; 2025Q3: 138,894 shares; 2025Q4: 177,093 shares; 2026Q1: 237,178 shares 237,178 $9.01M 0.02% +60,085 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,247 shares; 2024Q4: 28,846 shares; 2025Q1: 32,335 shares; 2025Q2: 32,409 shares; 2025Q3: 30,580 shares; 2025Q4: 30,931 shares; 2026Q1: 33,756 shares 33,756 $8.98M 0.02% +2,825 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: 117,661 shares; 2025Q3: 143,667 shares; 2025Q4: 158,949 shares; 2026Q1: 218,534 shares 218,534 $8.91M 0.02% +59,585 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,644 shares; 2024Q4: 370,806 shares; 2025Q1: 374,408 shares; 2025Q2: 376,982 shares; 2025Q3: 388,916 shares; 2025Q4: 405,816 shares; 2026Q1: 406,392 shares 406,392 $8.88M 0.02% +576 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,604 shares; 2024Q4: 16,091 shares; 2025Q1: 119,556 shares; 2025Q2: 147,612 shares; 2025Q3: 155,439 shares; 2025Q4: 179,066 shares; 2026Q1: 201,112 shares 201,112 $8.87M 0.02% +22,046 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,057 shares; 2024Q4: 56,636 shares; 2025Q1: 55,425 shares; 2025Q2: 56,081 shares; 2025Q3: 59,132 shares; 2025Q4: 100,934 shares; 2026Q1: 102,636 shares 102,636 $8.86M 0.02% +1,702 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,120 shares; 2024Q4: 250,257 shares; 2025Q1: 294,858 shares; 2025Q2: 306,177 shares; 2025Q3: 256,871 shares; 2025Q4: 197,138 shares; 2026Q1: 176,019 shares 176,019 $8.86M 0.02% -21,119 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,560 shares; 2024Q4: 84,686 shares; 2025Q1: 34,508 shares; 2025Q2: 36,606 shares; 2025Q3: 47,142 shares; 2025Q4: 81,843 shares; 2026Q1: 91,307 shares 91,307 $8.86M 0.02% +9,464 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,919 shares; 2024Q4: 125,291 shares; 2025Q1: 120,238 shares; 2025Q2: 119,182 shares; 2025Q3: 152,425 shares; 2025Q4: 121,146 shares; 2026Q1: 103,874 shares 103,874 $8.85M 0.02% -17,272 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: 40,214 shares; 2024Q4: 34,969 shares; 2025Q1: 43,541 shares; 2025Q2: 49,420 shares; 2025Q3: 52,026 shares; 2025Q4: 56,713 shares; 2026Q1: 49,261 shares 49,261 $8.84M 0.02% -7,452 Timeline ISTB 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: 145,061 shares; 2024Q4: 155,190 shares; 2025Q1: 156,380 shares; 2025Q2: 158,312 shares; 2025Q3: 136,617 shares; 2025Q4: 138,388 shares; 2026Q1: 181,542 shares 181,542 $8.8M 0.02% +43,154 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,596 shares; 2024Q4: 59,220 shares; 2025Q1: 63,917 shares; 2025Q2: 59,979 shares; 2025Q3: 71,723 shares; 2025Q4: 81,810 shares; 2026Q1: 94,190 shares 94,190 $8.79M 0.02% +12,380 Timeline SPSB 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: 416,394 shares; 2024Q4: 443,919 shares; 2025Q1: 463,512 shares; 2025Q2: 285,452 shares; 2025Q3: 274,118 shares; 2025Q4: 227,271 shares; 2026Q1: 290,736 shares 290,736 $8.74M 0.02% +63,465 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,185 shares; 2024Q4: 34,121 shares; 2025Q1: 38,096 shares; 2025Q2: 37,203 shares; 2025Q3: 33,952 shares; 2025Q4: 93,329 shares; 2026Q1: 86,960 shares 86,960 $8.71M 0.02% -6,369 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,360 shares; 2024Q4: 17,375 shares; 2025Q1: 16,545 shares; 2025Q2: 15,560 shares; 2025Q3: 15,571 shares; 2025Q4: 20,847 shares; 2026Q1: 44,177 shares 44,177 $8.71M 0.02% +23,330 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,438 shares; 2024Q4: 98,126 shares; 2025Q1: 109,482 shares; 2025Q2: 99,611 shares; 2025Q3: 90,345 shares; 2025Q4: 107,307 shares; 2026Q1: 117,483 shares 117,483 $8.69M 0.02% +10,176 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,472 shares; 2024Q4: 104,910 shares; 2025Q1: 109,720 shares; 2025Q2: 95,437 shares; 2025Q3: 74,279 shares; 2025Q4: 51,206 shares; 2026Q1: 57,401 shares 57,401 $8.68M 0.02% +6,195 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,066 shares; 2024Q4: 21,055 shares; 2025Q1: 21,327 shares; 2025Q2: 22,341 shares; 2025Q3: 24,367 shares; 2025Q4: 29,730 shares; 2026Q1: 113,520 shares 113,520 $8.67M 0.02% +83,790 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,797 shares; 2024Q4: 197,205 shares; 2025Q1: 166,893 shares; 2025Q2: 182,076 shares; 2025Q3: 160,298 shares; 2025Q4: 169,873 shares; 2026Q1: 174,017 shares 174,017 $8.66M 0.02% +4,144 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: 49,190 shares; 2024Q4: 49,550 shares; 2025Q1: 41,488 shares; 2025Q2: 49,107 shares; 2025Q3: 49,288 shares; 2025Q4: 42,050 shares; 2026Q1: 42,626 shares 42,626 $8.65M 0.02% +576 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,209 shares; 2024Q4: 160,496 shares; 2025Q1: 162,628 shares; 2025Q2: 163,180 shares; 2025Q3: 160,064 shares; 2025Q4: 151,964 shares; 2026Q1: 149,781 shares 149,781 $8.63M 0.02% -2,183 Timeline DJP 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: 108,542 shares; 2025Q2: 129,601 shares; 2025Q3: 146,792 shares; 2025Q4: 165,504 shares; 2026Q1: 179,182 shares 179,182 $8.63M 0.02% +13,678 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,604 shares; 2024Q4: 277,452 shares; 2025Q1: 326,034 shares; 2025Q2: 356,151 shares; 2025Q3: 365,730 shares; 2025Q4: 380,981 shares; 2026Q1: 393,979 shares 393,979 $8.62M 0.02% +12,998 Timeline ILCV 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: 85,976 shares; 2024Q4: 85,486 shares; 2025Q1: 86,471 shares; 2025Q2: 88,532 shares; 2025Q3: 92,627 shares; 2025Q4: 94,682 shares; 2026Q1: 92,487 shares 92,487 $8.61M 0.02% -2,195 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,143 shares; 2025Q3: 10,514 shares; 2025Q4: 11,436 shares; 2026Q1: 310,932 shares 310,932 $8.58M 0.02% +299,496 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 870,658 shares; 2024Q4: 751,241 shares; 2025Q1: 733,789 shares; 2025Q2: 744,739 shares; 2025Q3: 728,466 shares; 2025Q4: 808,589 shares; 2026Q1: 831,119 shares 831,119 $8.56M 0.02% +22,530 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: 41,568 shares; 2024Q4: 72,038 shares; 2025Q1: 75,031 shares; 2025Q2: 74,891 shares; 2025Q3: 71,176 shares; 2025Q4: 70,341 shares; 2026Q1: 78,772 shares 78,772 $8.55M 0.02% +8,431 Timeline FHLC 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: 137,882 shares; 2024Q4: 131,692 shares; 2025Q1: 142,632 shares; 2025Q2: 127,939 shares; 2025Q3: 124,750 shares; 2025Q4: 122,640 shares; 2026Q1: 121,077 shares 121,077 $8.52M 0.02% -1,563 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,794 shares; 2024Q4: 3,950 shares; 2025Q1: 4,609 shares; 2025Q2: 4,394 shares; 2025Q3: 4,618 shares; 2025Q4: 4,449 shares; 2026Q1: 4,904 shares 4,904 $8.48M 0.02% +455 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,881 shares; 2024Q4: 170,753 shares; 2025Q1: 200,704 shares; 2025Q2: 184,590 shares; 2025Q3: 162,704 shares; 2025Q4: 182,394 shares; 2026Q1: 167,530 shares 167,530 $8.43M 0.02% -14,864 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,462 shares; 2024Q4: 34,343 shares; 2025Q1: 35,027 shares; 2025Q2: 38,467 shares; 2025Q3: 37,643 shares; 2025Q4: 35,617 shares; 2026Q1: 30,503 shares 30,503 $8.39M 0.02% -5,114 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: 187,877 shares; 2024Q4: 185,208 shares; 2025Q1: 192,936 shares; 2025Q2: 225,480 shares; 2025Q3: 181,763 shares; 2025Q4: 185,417 shares; 2026Q1: 178,049 shares 178,049 $8.37M 0.02% -7,368 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,003 shares; 2024Q4: 142,750 shares; 2025Q1: 137,429 shares; 2025Q2: 138,083 shares; 2025Q3: 137,988 shares; 2025Q4: 145,411 shares; 2026Q1: 145,237 shares 145,237 $8.37M 0.02% -174 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,867 shares; 2024Q4: 104,927 shares; 2025Q1: 58,465 shares; 2025Q2: 52,862 shares; 2025Q3: 56,101 shares; 2025Q4: 54,472 shares; 2026Q1: 54,803 shares 54,803 $8.37M 0.02% +331 Timeline JUST 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: 74,395 shares; 2024Q4: 75,968 shares; 2025Q1: 78,393 shares; 2025Q2: 82,285 shares; 2025Q3: 87,804 shares; 2025Q4: 91,022 shares; 2026Q1: 90,422 shares 90,422 $8.36M 0.02% -600 Timeline SOXQ 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: 100,279 shares; 2024Q4: 101,780 shares; 2025Q1: 107,674 shares; 2025Q2: 108,268 shares; 2025Q3: 108,128 shares; 2025Q4: 128,928 shares; 2026Q1: 139,872 shares 139,872 $8.35M 0.02% +10,944 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,066 shares; 2024Q4: 97,574 shares; 2025Q1: 112,770 shares; 2025Q2: 204,862 shares; 2025Q3: 203,784 shares; 2025Q4: 200,248 shares; 2026Q1: 95,679 shares 95,679 $8.32M 0.02% -104,569 Timeline PTMC 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: 272,429 shares; 2024Q4: 265,262 shares; 2025Q1: 267,608 shares; 2025Q2: 217,067 shares; 2025Q3: 239,872 shares; 2025Q4: 229,578 shares; 2026Q1: 227,087 shares 227,087 $8.3M 0.02% -2,491 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,939 shares; 2024Q4: 198,579 shares; 2025Q1: 187,312 shares; 2025Q2: 201,240 shares; 2025Q3: 210,895 shares; 2025Q4: 229,719 shares; 2026Q1: 311,931 shares 311,931 $8.3M 0.02% +82,212 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: 27,330 shares; 2024Q4: 30,067 shares; 2025Q1: 33,532 shares; 2025Q2: 33,430 shares; 2025Q3: 37,534 shares; 2025Q4: 38,181 shares; 2026Q1: 35,887 shares 35,887 $8.27M 0.02% -2,294 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 394,326 shares 394,326 $8.26M 0.02% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,237 shares; 2024Q4: 227,470 shares; 2025Q1: 244,767 shares; 2025Q2: 255,778 shares; 2025Q3: 263,647 shares; 2025Q4: 262,911 shares; 2026Q1: 301,783 shares 301,783 $8.24M 0.02% +38,872 Timeline MISL 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: 53,149 shares; 2024Q4: 35,955 shares; 2025Q1: 35,339 shares; 2025Q2: 39,348 shares; 2025Q3: 48,167 shares; 2025Q4: 82,072 shares; 2026Q1: 184,178 shares 184,178 $8.23M 0.02% +102,106 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,586 shares; 2024Q4: 29,863 shares; 2025Q1: 28,472 shares; 2025Q2: 31,615 shares; 2025Q3: 32,074 shares; 2025Q4: 30,868 shares; 2026Q1: 30,817 shares 30,817 $8.22M 0.02% -51 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,420 shares; 2024Q4: 114,936 shares; 2025Q1: 218,000 shares; 2025Q2: 205,419 shares; 2025Q3: 123,485 shares; 2025Q4: 98,102 shares; 2026Q1: 162,908 shares 162,908 $8.21M 0.02% +64,806 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,251 shares; 2024Q4: 30,403 shares; 2025Q1: 33,304 shares; 2025Q2: 28,968 shares; 2025Q3: 27,118 shares; 2025Q4: 27,752 shares; 2026Q1: 28,018 shares 28,018 $8.2M 0.02% +266 Timeline FMHI 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: 106,048 shares; 2024Q4: 123,008 shares; 2025Q1: 134,146 shares; 2025Q2: 72,761 shares; 2025Q3: 83,959 shares; 2025Q4: 109,327 shares; 2026Q1: 171,195 shares 171,195 $8.14M 0.02% +61,868 Timeline FDMO 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: 15,171 shares; 2024Q4: 47,805 shares; 2025Q1: 50,200 shares; 2025Q2: 49,872 shares; 2025Q3: 50,873 shares; 2025Q4: 96,737 shares; 2026Q1: 101,247 shares 101,247 $8.11M 0.02% +4,510 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,164 shares; 2024Q4: 62,338 shares; 2025Q1: 99,673 shares; 2025Q2: 122,568 shares; 2025Q3: 134,450 shares; 2025Q4: 174,066 shares; 2026Q1: 151,821 shares 151,821 $8.08M 0.02% -22,245 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,828 shares; 2024Q4: 118,031 shares; 2025Q1: 142,201 shares; 2025Q2: 87,390 shares; 2025Q3: 85,369 shares; 2025Q4: 85,314 shares; 2026Q1: 67,275 shares 67,275 $8.03M 0.02% -18,039 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: 61,373 shares; 2024Q4: 66,046 shares; 2025Q1: 70,370 shares; 2025Q2: 75,178 shares; 2025Q3: 78,570 shares; 2025Q4: 84,138 shares; 2026Q1: 86,404 shares 86,404 $8.01M 0.02% +2,266 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,736 shares; 2024Q4: 18,337 shares; 2025Q1: 18,705 shares; 2025Q2: 19,772 shares; 2025Q3: 38,177 shares; 2025Q4: 43,651 shares; 2026Q1: 161,640 shares 161,640 $8M 0.02% +117,989 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,558 shares; 2024Q4: 102,497 shares; 2025Q1: 104,725 shares; 2025Q2: 104,186 shares; 2025Q3: 79,547 shares; 2025Q4: 81,670 shares; 2026Q1: 81,684 shares 81,684 $7.98M 0.02% +14 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,120 shares; 2024Q4: 153,128 shares; 2025Q1: 148,412 shares; 2025Q2: 152,072 shares; 2025Q3: 179,948 shares; 2025Q4: 190,149 shares; 2026Q1: 173,468 shares 173,468 $7.97M 0.02% -16,681 Timeline IMCB 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: 60,709 shares; 2024Q4: 76,061 shares; 2025Q1: 79,705 shares; 2025Q2: 83,538 shares; 2025Q3: 87,863 shares; 2025Q4: 83,392 shares; 2026Q1: 95,505 shares 95,505 $7.97M 0.02% +12,113 Timeline HFGO HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 374,858 shares; 2025Q2: 414,493 shares; 2025Q3: 392,959 shares; 2025Q4: 403,991 shares; 2026Q1: 325,039 shares 325,039 $7.94M 0.02% -78,952 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,368 shares; 2024Q4: 51,539 shares; 2025Q1: 50,778 shares; 2025Q2: 50,061 shares; 2025Q3: 40,382 shares; 2025Q4: 37,935 shares; 2026Q1: 39,980 shares 39,980 $7.93M 0.02% +2,045 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,724 shares; 2024Q4: 156,605 shares; 2025Q1: 249,372 shares; 2025Q2: 256,896 shares; 2025Q3: 271,903 shares; 2025Q4: 244,617 shares; 2026Q1: 177,269 shares 177,269 $7.93M 0.02% -67,348 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: 24,716 shares; 2024Q4: 30,796 shares; 2025Q1: 37,869 shares; 2025Q2: 35,311 shares; 2025Q3: 38,574 shares; 2025Q4: 46,017 shares; 2026Q1: 45,348 shares 45,348 $7.92M 0.02% -669 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,619 shares; 2024Q4: 26,552 shares; 2025Q1: 23,020 shares; 2025Q2: 29,951 shares; 2025Q3: 29,583 shares; 2025Q4: 25,577 shares; 2026Q1: 28,445 shares 28,445 $7.9M 0.02% +2,868 Timeline DFLV 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: 62,135 shares; 2024Q4: 26,427 shares; 2025Q1: 27,104 shares; 2025Q2: 31,351 shares; 2025Q3: 57,017 shares; 2025Q4: 55,146 shares; 2026Q1: 221,072 shares 221,072 $7.89M 0.02% +165,926 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,572 shares; 2024Q4: 277,756 shares; 2025Q1: 110,039 shares; 2025Q2: 95,157 shares; 2025Q3: 81,760 shares; 2025Q4: 87,603 shares; 2026Q1: 350,990 shares 350,990 $7.88M 0.02% +263,387 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,334 shares; 2024Q4: 62,803 shares; 2025Q1: 59,674 shares; 2025Q2: 54,147 shares; 2025Q3: 46,099 shares; 2025Q4: 43,864 shares; 2026Q1: 44,868 shares 44,868 $7.88M 0.02% +1,004 Timeline IGRO 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: 25,073 shares; 2024Q4: 87,328 shares; 2025Q1: 83,462 shares; 2025Q2: 121,428 shares; 2025Q3: 117,550 shares; 2025Q4: 98,893 shares; 2026Q1: 93,955 shares 93,955 $7.87M 0.02% -4,938 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 622,371 shares; 2026Q1: 628,903 shares 628,903 $7.87M 0.02% +6,532 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: 83,206 shares; 2024Q4: 85,910 shares; 2025Q1: 69,568 shares; 2025Q2: 71,137 shares; 2025Q3: 70,164 shares; 2025Q4: 67,966 shares; 2026Q1: 64,530 shares 64,530 $7.82M 0.02% -3,436 Timeline GSLC 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: 79,364 shares; 2024Q4: 62,296 shares; 2025Q1: 62,314 shares; 2025Q2: 64,427 shares; 2025Q3: 84,284 shares; 2025Q4: 63,916 shares; 2026Q1: 62,406 shares 62,406 $7.81M 0.02% -1,510 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,241 shares; 2024Q4: 26,898 shares; 2025Q1: 24,689 shares; 2025Q2: 29,642 shares; 2025Q3: 28,406 shares; 2025Q4: 42,706 shares; 2026Q1: 45,308 shares 45,308 $7.8M 0.02% +2,602 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,636 shares; 2024Q4: 141,187 shares; 2025Q1: 167,515 shares; 2025Q2: 140,675 shares; 2025Q3: 138,548 shares; 2025Q4: 106,637 shares; 2026Q1: 107,081 shares 107,081 $7.78M 0.02% +444 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: 44,123 shares; 2024Q4: 4,794 shares; 2025Q1: 26,266 shares; 2025Q2: 35,932 shares; 2025Q3: 70,069 shares; 2025Q4: 54,928 shares; 2026Q1: 77,711 shares 77,711 $7.76M 0.02% +22,783 Timeline XYLD 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: 215,124 shares; 2024Q4: 220,040 shares; 2025Q1: 231,503 shares; 2025Q2: 240,634 shares; 2025Q3: 206,084 shares; 2025Q4: 196,635 shares; 2026Q1: 197,873 shares 197,873 $7.74M 0.02% +1,238 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: 2,208 shares; 2025Q4: 5,229 shares; 2026Q1: 12,154 shares 12,154 $7.72M 0.02% +6,925 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: 103,534 shares; 2024Q4: 96,271 shares; 2025Q1: 97,336 shares; 2025Q2: 92,157 shares; 2025Q3: 97,606 shares; 2025Q4: 98,168 shares; 2026Q1: 97,126 shares 97,126 $7.72M 0.02% -1,042 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,491 shares; 2024Q4: 24,045 shares; 2025Q1: 26,725 shares; 2025Q2: 25,104 shares; 2025Q3: 25,778 shares; 2025Q4: 26,548 shares; 2026Q1: 26,445 shares 26,445 $7.71M 0.02% -103 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,555 shares; 2024Q4: 88,168 shares; 2025Q1: 84,886 shares; 2025Q2: 86,555 shares; 2025Q3: 85,791 shares; 2025Q4: 86,523 shares; 2026Q1: 85,582 shares 85,582 $7.71M 0.02% -941 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: 27,225 shares; 2024Q4: 19,593 shares; 2025Q1: 20,557 shares; 2025Q2: 25,920 shares; 2025Q3: 34,330 shares; 2025Q4: 29,061 shares; 2026Q1: 27,353 shares 27,353 $7.7M 0.02% -1,708 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 245,859 shares; 2025Q3: 258,234 shares; 2025Q4: 276,241 shares; 2026Q1: 307,794 shares 307,794 $7.7M 0.02% +31,553 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: 76,986 shares; 2024Q4: 116,269 shares; 2025Q1: 72,593 shares; 2025Q2: 62,467 shares; 2025Q3: 71,615 shares; 2025Q4: 64,109 shares; 2026Q1: 61,225 shares 61,225 $7.68M 0.02% -2,884 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,347 shares; 2024Q4: 139,042 shares; 2025Q1: 137,941 shares; 2025Q2: 139,179 shares; 2025Q3: 150,704 shares; 2025Q4: 148,239 shares; 2026Q1: 144,946 shares 144,946 $7.68M 0.02% -3,293 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,814 shares; 2024Q4: 59,707 shares; 2025Q1: 49,022 shares; 2025Q2: 41,681 shares; 2025Q3: 36,557 shares; 2025Q4: 35,440 shares; 2026Q1: 100,311 shares 100,311 $7.64M 0.02% +64,871 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,347 shares; 2024Q4: 142,114 shares; 2025Q1: 158,384 shares; 2025Q2: 194,393 shares; 2025Q3: 206,193 shares; 2025Q4: 271,763 shares; 2026Q1: 290,883 shares 290,883 $7.64M 0.02% +19,120 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: 20,123 shares; 2024Q4: 42,493 shares; 2025Q1: 49,679 shares; 2025Q2: 46,183 shares; 2025Q3: 47,917 shares; 2025Q4: 41,373 shares; 2026Q1: 49,119 shares 49,119 $7.64M 0.02% +7,746 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,580 shares; 2024Q4: 92,904 shares; 2025Q1: 94,994 shares; 2025Q2: 86,140 shares; 2025Q3: 82,795 shares; 2025Q4: 83,674 shares; 2026Q1: 101,725 shares 101,725 $7.64M 0.02% +18,051 Timeline SPTI 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: 158,939 shares; 2024Q4: 204,906 shares; 2025Q1: 239,198 shares; 2025Q2: 275,517 shares; 2025Q3: 264,291 shares; 2025Q4: 267,783 shares; 2026Q1: 266,115 shares 266,115 $7.63M 0.02% -1,668 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,712 shares; 2024Q4: 69,230 shares; 2025Q1: 67,580 shares; 2025Q2: 58,051 shares; 2025Q3: 57,650 shares; 2025Q4: 68,715 shares; 2026Q1: 45,147 shares 45,147 $7.62M 0.02% -23,568 Timeline BSCW 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: 240,030 shares; 2024Q4: 260,269 shares; 2025Q1: 296,916 shares; 2025Q2: 306,754 shares; 2025Q3: 318,040 shares; 2025Q4: 350,659 shares; 2026Q1: 370,091 shares 370,091 $7.62M 0.02% +19,432 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: 7,889 shares; 2024Q4: 8,046 shares; 2025Q1: 59,734 shares; 2025Q2: 75,820 shares; 2025Q3: 87,803 shares; 2025Q4: 93,315 shares; 2026Q1: 98,349 shares 98,349 $7.61M 0.02% +5,034 Timeline USTB 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: 41,892 shares; 2024Q4: 46,801 shares; 2025Q1: 54,917 shares; 2025Q2: 58,391 shares; 2025Q3: 63,527 shares; 2025Q4: 67,863 shares; 2026Q1: 149,974 shares 149,974 $7.59M 0.02% +82,111 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,047 shares; 2024Q4: 407,653 shares; 2025Q1: 521,955 shares; 2025Q2: 498,849 shares; 2025Q3: 525,268 shares; 2025Q4: 561,577 shares; 2026Q1: 1,039,930 shares 1,039,930 $7.57M 0.02% +478,353 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 15,926 shares; 2025Q1: 24,669 shares; 2025Q2: 48,791 shares; 2025Q3: 36,561 shares; 2025Q4: 36,936 shares; 2026Q1: 55,842 shares 55,842 $7.57M 0.02% +18,906 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,605 shares; 2024Q4: 21,273 shares; 2025Q1: 66,377 shares; 2025Q2: 340,578 shares; 2025Q3: 168,215 shares; 2025Q4: 143,282 shares; 2026Q1: 152,410 shares 152,410 $7.56M 0.02% +9,128 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874,167 shares; 2024Q4: 918,584 shares; 2025Q1: 846,024 shares; 2025Q2: 805,910 shares; 2025Q3: 789,123 shares; 2025Q4: 752,227 shares; 2026Q1: 692,249 shares 692,249 $7.53M 0.02% -59,978 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: 173,779 shares; 2024Q4: 145,085 shares; 2025Q1: 141,906 shares; 2025Q2: 119,669 shares; 2025Q3: 133,043 shares; 2025Q4: 122,878 shares; 2026Q1: 127,749 shares 127,749 $7.47M 0.02% +4,871 Timeline SPYX 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: 131,013 shares; 2024Q4: 138,277 shares; 2025Q1: 128,004 shares; 2025Q2: 125,644 shares; 2025Q3: 140,640 shares; 2025Q4: 141,343 shares; 2026Q1: 140,029 shares 140,029 $7.43M 0.02% -1,314 Timeline AFMC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,111 shares; 2024Q4: 264,168 shares; 2025Q1: 131,743 shares; 2025Q2: 190,795 shares; 2025Q3: 184,434 shares; 2025Q4: 186,150 shares; 2026Q1: 208,904 shares 208,904 $7.42M 0.02% +22,754 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: 57,340 shares; 2024Q4: 61,816 shares; 2025Q1: 62,916 shares; 2025Q2: 91,349 shares; 2025Q3: 95,842 shares; 2025Q4: 87,975 shares; 2026Q1: 83,606 shares 83,606 $7.4M 0.02% -4,369 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,841 shares; 2024Q4: 279,480 shares; 2025Q1: 383,249 shares; 2025Q2: 383,130 shares; 2025Q3: 393,077 shares; 2025Q4: 307,709 shares; 2026Q1: 295,403 shares 295,403 $7.39M 0.02% -12,306 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,774 shares; 2025Q4: 50,237 shares; 2026Q1: 83,941 shares 83,941 $7.39M 0.02% +33,704 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,428 shares; 2024Q4: 263,869 shares; 2025Q1: 243,538 shares; 2025Q2: 63,986 shares; 2025Q3: 219,272 shares; 2025Q4: 228,482 shares; 2026Q1: 206,139 shares 206,139 $7.32M 0.02% -22,343 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,874 shares; 2025Q2: 30,036 shares; 2025Q3: 73,410 shares; 2025Q4: 65,304 shares; 2026Q1: 70,569 shares 70,569 $7.32M 0.02% +5,265 Timeline DGS 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: 66,730 shares; 2024Q4: 65,669 shares; 2025Q1: 82,571 shares; 2025Q2: 92,198 shares; 2025Q3: 95,537 shares; 2025Q4: 105,435 shares; 2026Q1: 121,747 shares 121,747 $7.32M 0.02% +16,312 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: 37,043 shares; 2024Q4: 42,307 shares; 2025Q1: 35,936 shares; 2025Q2: 37,468 shares; 2025Q3: 40,650 shares; 2025Q4: 44,596 shares; 2026Q1: 50,161 shares 50,161 $7.31M 0.02% +5,565 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,042 shares; 2024Q4: 23,442 shares; 2025Q1: 49,191 shares; 2025Q2: 64,426 shares; 2025Q3: 44,116 shares; 2025Q4: 62,018 shares; 2026Q1: 73,316 shares 73,316 $7.29M 0.02% +11,298 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,936 shares; 2024Q4: 51,610 shares; 2025Q1: 49,841 shares; 2025Q2: 48,267 shares; 2025Q3: 48,803 shares; 2025Q4: 49,363 shares; 2026Q1: 48,269 shares 48,269 $7.28M 0.02% -1,094 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: 180,674 shares; 2024Q4: 180,826 shares; 2025Q1: 171,640 shares; 2025Q2: 167,371 shares; 2025Q3: 167,383 shares; 2025Q4: 186,242 shares; 2026Q1: 160,798 shares 160,798 $7.27M 0.02% -25,444 Timeline HSCZ 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: 9,368 shares; 2024Q4: 10,229 shares; 2025Q1: 14,599 shares; 2025Q2: 20,084 shares; 2025Q3: 21,828 shares; 2025Q4: 23,036 shares; 2026Q1: 183,299 shares 183,299 $7.27M 0.02% +160,263 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,518 shares; 2024Q4: 460,371 shares; 2025Q1: 233,455 shares; 2025Q2: 341,231 shares; 2025Q3: 257,081 shares; 2025Q4: 318,401 shares; 2026Q1: 312,686 shares 312,686 $7.26M 0.02% -5,715 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,203 shares; 2024Q4: 44,302 shares; 2025Q1: 42,989 shares; 2025Q2: 42,698 shares; 2025Q3: 43,372 shares; 2025Q4: 44,439 shares; 2026Q1: 45,594 shares 45,594 $7.24M 0.02% +1,155 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,296 shares; 2024Q4: 2,255 shares; 2025Q1: 2,195 shares; 2025Q2: 2,278 shares; 2025Q3: 2,672 shares; 2025Q4: 2,357 shares; 2026Q1: 2,141 shares 2,141 $7.23M 0.02% -216 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,499 shares; 2024Q4: 14,865 shares; 2025Q1: 14,879 shares; 2025Q2: 15,251 shares; 2025Q3: 16,899 shares; 2025Q4: 16,112 shares; 2026Q1: 16,706 shares 16,706 $7.22M 0.02% +594 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: 14,376 shares; 2024Q4: 15,309 shares; 2025Q1: 13,527 shares; 2025Q2: 27,241 shares; 2025Q3: 28,434 shares; 2025Q4: 27,864 shares; 2026Q1: 28,292 shares 28,292 $7.22M 0.02% +428 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,986 shares; 2024Q4: 338,949 shares; 2025Q1: 367,519 shares; 2025Q2: 346,906 shares; 2025Q3: 343,529 shares; 2025Q4: 338,953 shares; 2026Q1: 341,002 shares 341,002 $7.21M 0.02% +2,049 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,952 shares; 2024Q4: 58,193 shares; 2025Q1: 92,589 shares; 2025Q2: 76,211 shares; 2025Q3: 100,315 shares; 2025Q4: 191,684 shares; 2026Q1: 146,017 shares 146,017 $7.21M 0.02% -45,667 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,739 shares; 2024Q4: 31,024 shares; 2025Q1: 30,465 shares; 2025Q2: 31,250 shares; 2025Q3: 28,385 shares; 2025Q4: 43,470 shares; 2026Q1: 50,582 shares 50,582 $7.19M 0.02% +7,112 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,371 shares; 2024Q4: 62,449 shares; 2025Q1: 67,499 shares; 2025Q2: 43,436 shares; 2025Q3: 67,398 shares; 2025Q4: 70,113 shares; 2026Q1: 70,602 shares 70,602 $7.19M 0.02% +489 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395,861 shares; 2024Q4: 463,544 shares; 2025Q1: 499,380 shares; 2025Q2: 472,767 shares; 2025Q3: 490,974 shares; 2025Q4: 465,441 shares; 2026Q1: 449,128 shares 449,128 $7.15M 0.02% -16,313 Timeline CGW 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: 110,849 shares; 2024Q4: 112,017 shares; 2025Q1: 105,726 shares; 2025Q2: 104,930 shares; 2025Q3: 109,227 shares; 2025Q4: 112,830 shares; 2026Q1: 111,748 shares 111,748 $7.14M 0.02% -1,082 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: 14,517 shares; 2024Q4: 12,581 shares; 2025Q1: 16,331 shares; 2025Q2: 17,329 shares; 2025Q3: 14,117 shares; 2025Q4: 14,357 shares; 2026Q1: 15,955 shares 15,955 $7.12M 0.02% +1,598 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,540 shares; 2024Q4: 130,240 shares; 2025Q1: 124,703 shares; 2025Q2: 135,883 shares; 2025Q3: 133,045 shares; 2025Q4: 169,659 shares; 2026Q1: 191,175 shares 191,175 $7.12M 0.02% +21,516 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,508 shares; 2024Q4: 98,771 shares; 2025Q1: 121,990 shares; 2025Q2: 112,932 shares; 2025Q3: 117,830 shares; 2025Q4: 119,319 shares; 2026Q1: 100,582 shares 100,582 $7.04M 0.02% -18,737 Timeline FTWO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,365 shares; 2024Q4: 46,097 shares; 2025Q1: 35,352 shares; 2025Q2: 32,161 shares; 2025Q3: 40,786 shares; 2025Q4: 37,754 shares; 2026Q1: 154,459 shares 154,459 $7.02M 0.02% +116,705 Timeline ILCG 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: 66,786 shares; 2024Q4: 66,493 shares; 2025Q1: 69,108 shares; 2025Q2: 87,274 shares; 2025Q3: 101,620 shares; 2025Q4: 81,696 shares; 2026Q1: 73,039 shares 73,039 $6.97M 0.02% -8,657 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,314 shares; 2024Q4: 83,776 shares; 2025Q1: 84,270 shares; 2025Q2: 82,122 shares; 2025Q3: 87,903 shares; 2025Q4: 85,390 shares; 2026Q1: 85,860 shares 85,860 $6.96M 0.02% +470 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,177 shares; 2024Q4: 55,118 shares; 2025Q1: 79,193 shares; 2025Q2: 83,898 shares; 2025Q3: 133,765 shares; 2025Q4: 110,740 shares; 2026Q1: 100,109 shares 100,109 $6.94M 0.02% -10,631 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,645 shares; 2024Q4: 150,945 shares; 2025Q1: 145,144 shares; 2025Q2: 166,008 shares; 2025Q3: 218,279 shares; 2025Q4: 240,529 shares; 2026Q1: 280,750 shares 280,750 $6.93M 0.02% +40,221 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: 445,470 shares; 2024Q4: 405,144 shares; 2025Q1: 295,289 shares; 2025Q2: 121,134 shares; 2025Q3: 113,317 shares; 2025Q4: 85,003 shares; 2026Q1: 64,388 shares 64,388 $6.93M 0.02% -20,615 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191,802 shares; 2024Q4: 1,040,393 shares; 2025Q1: 1,091,700 shares; 2025Q2: 1,167,957 shares; 2025Q3: 1,249,668 shares; 2025Q4: 1,405,833 shares; 2026Q1: 301,530 shares 301,530 $6.92M 0.02% -1,104,303 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,376 shares; 2024Q4: 255,752 shares; 2025Q1: 247,719 shares; 2025Q2: 232,079 shares; 2025Q3: 237,598 shares; 2025Q4: 261,637 shares; 2026Q1: 277,186 shares 277,186 $6.91M 0.02% +15,549 Timeline GSIE 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: 122,957 shares; 2024Q4: 121,439 shares; 2025Q1: 116,782 shares; 2025Q2: 136,263 shares; 2025Q3: 147,646 shares; 2025Q4: 144,626 shares; 2026Q1: 160,066 shares 160,066 $6.9M 0.02% +15,440 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,455 shares; 2024Q4: 262,155 shares; 2025Q1: 212,548 shares; 2025Q2: 185,264 shares; 2025Q3: 179,757 shares; 2025Q4: 182,082 shares; 2026Q1: 168,997 shares 168,997 $6.9M 0.02% -13,085 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 4,561 shares; 2025Q1: 5,022 shares; 2025Q2: 58,728 shares; 2025Q3: 63,323 shares; 2025Q4: 138,852 shares; 2026Q1: 136,997 shares 136,997 $6.89M 0.02% -1,855 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,906 shares; 2024Q4: 31,334 shares; 2025Q1: 53,288 shares; 2025Q2: 43,765 shares; 2025Q3: 40,755 shares; 2025Q4: 42,325 shares; 2026Q1: 47,061 shares 47,061 $6.88M 0.02% +4,736 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: 34,512 shares; 2024Q4: 35,557 shares; 2025Q1: 35,251 shares; 2025Q2: 39,987 shares; 2025Q3: 32,596 shares; 2025Q4: 35,831 shares; 2026Q1: 34,746 shares 34,746 $6.87M 0.02% -1,085 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,682 shares; 2024Q4: 68,302 shares; 2025Q1: 109,908 shares; 2025Q2: 114,229 shares; 2025Q3: 87,879 shares; 2025Q4: 82,988 shares; 2026Q1: 86,875 shares 86,875 $6.86M 0.02% +3,887 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,230 shares; 2024Q4: 68,909 shares; 2025Q1: 84,092 shares; 2025Q2: 86,142 shares; 2025Q3: 195,126 shares; 2025Q4: 85,582 shares; 2026Q1: 159,749 shares 159,749 $6.85M 0.02% +74,167 Timeline VGLT 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: 45,513 shares; 2024Q4: 62,979 shares; 2025Q1: 74,724 shares; 2025Q2: 83,603 shares; 2025Q3: 85,634 shares; 2025Q4: 150,237 shares; 2026Q1: 123,680 shares 123,680 $6.85M 0.02% -26,557 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: 60,005 shares; 2024Q4: 67,350 shares; 2025Q1: 57,388 shares; 2025Q2: 53,275 shares; 2025Q3: 54,844 shares; 2025Q4: 50,542 shares; 2026Q1: 52,219 shares 52,219 $6.84M 0.02% +1,677 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,125 shares; 2024Q4: 99,276 shares; 2025Q1: 101,200 shares; 2025Q2: 95,123 shares; 2025Q3: 80,712 shares; 2025Q4: 83,257 shares; 2026Q1: 72,400 shares 72,400 $6.83M 0.02% -10,857 Timeline IFRA 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: 180,590 shares; 2024Q4: 172,378 shares; 2025Q1: 111,109 shares; 2025Q2: 100,927 shares; 2025Q3: 114,694 shares; 2025Q4: 116,078 shares; 2026Q1: 119,105 shares 119,105 $6.81M 0.02% +3,027 Timeline XTL 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: 17,260 shares; 2025Q1: 4,668 shares; 2025Q2: 16,513 shares; 2025Q3: 11,912 shares; 2025Q4: 16,111 shares; 2026Q1: 36,214 shares 36,214 $6.81M 0.02% +20,103 Timeline EDIV 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: 52,059 shares; 2024Q4: 70,969 shares; 2025Q1: 85,817 shares; 2025Q2: 115,143 shares; 2025Q3: 128,073 shares; 2025Q4: 154,021 shares; 2026Q1: 172,362 shares 172,362 $6.8M 0.02% +18,341 Timeline IFV 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: 48,556 shares; 2024Q4: 48,544 shares; 2025Q1: 52,418 shares; 2025Q2: 196,105 shares; 2025Q3: 214,330 shares; 2025Q4: 231,877 shares; 2026Q1: 269,305 shares 269,305 $6.8M 0.02% +37,428 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,058 shares; 2024Q4: 313,054 shares; 2025Q1: 323,759 shares; 2025Q2: 289,673 shares; 2025Q3: 306,178 shares; 2025Q4: 304,814 shares; 2026Q1: 301,421 shares 301,421 $6.78M 0.02% -3,393 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,541 shares; 2024Q4: 124,473 shares; 2025Q1: 132,533 shares; 2025Q2: 142,359 shares; 2025Q3: 142,310 shares; 2025Q4: 140,924 shares; 2026Q1: 131,863 shares 131,863 $6.78M 0.02% -9,061 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,516 shares; 2024Q4: 41,520 shares; 2025Q1: 85,766 shares; 2025Q2: 56,969 shares; 2025Q3: 67,133 shares; 2025Q4: 65,387 shares; 2026Q1: 65,363 shares 65,363 $6.77M 0.02% -24 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804,593 shares; 2024Q4: 816,985 shares; 2025Q1: 1,979,232 shares; 2025Q2: 1,917,133 shares; 2025Q3: 1,892,290 shares; 2025Q4: 1,504,087 shares; 2026Q1: 1,263,079 shares 1,263,079 $6.77M 0.02% -241,008 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: 304,937 shares; 2024Q4: 334,385 shares; 2025Q1: 357,520 shares; 2025Q2: 394,095 shares; 2025Q3: 479,182 shares; 2025Q4: 436,468 shares; 2026Q1: 410,171 shares 410,171 $6.74M 0.02% -26,297 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: 25,402 shares; 2024Q4: 27,386 shares; 2025Q1: 26,350 shares; 2025Q2: 26,933 shares; 2025Q3: 27,199 shares; 2025Q4: 29,595 shares; 2026Q1: 34,098 shares 34,098 $6.73M 0.02% +4,503 Timeline JIG 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: 5,797 shares; 2024Q4: 6,097 shares; 2025Q1: 5,243 shares; 2025Q2: 4,423 shares; 2025Q3: 96,688 shares; 2025Q4: 91,527 shares; 2026Q1: 90,514 shares 90,514 $6.72M 0.02% -1,013 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,425 shares; 2024Q4: 231,316 shares; 2025Q1: 209,260 shares; 2025Q2: 184,462 shares; 2025Q3: 165,360 shares; 2025Q4: 151,812 shares; 2026Q1: 142,452 shares 142,452 $6.72M 0.02% -9,360 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,738 shares; 2024Q4: 93,926 shares; 2025Q1: 86,347 shares; 2025Q2: 93,467 shares; 2025Q3: 78,530 shares; 2025Q4: 78,068 shares; 2026Q1: 77,681 shares 77,681 $6.71M 0.02% -387 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,267 shares; 2024Q4: 205,392 shares; 2025Q1: 209,595 shares; 2025Q2: 193,676 shares; 2025Q3: 179,593 shares; 2025Q4: 184,760 shares; 2026Q1: 182,237 shares 182,237 $6.7M 0.02% -2,523 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,077 shares; 2024Q4: 101,327 shares; 2025Q1: 102,318 shares; 2025Q2: 85,189 shares; 2025Q3: 83,703 shares; 2025Q4: 65,829 shares; 2026Q1: 63,280 shares 63,280 $6.69M 0.02% -2,549 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,230 shares; 2024Q4: 17,721 shares; 2025Q1: 15,812 shares; 2025Q2: 16,341 shares; 2025Q3: 16,936 shares; 2025Q4: 22,792 shares; 2026Q1: 23,155 shares 23,155 $6.66M 0.02% +363 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: 36,934 shares; 2024Q4: 37,807 shares; 2025Q1: 38,098 shares; 2025Q2: 38,089 shares; 2025Q3: 39,512 shares; 2025Q4: 42,667 shares; 2026Q1: 45,563 shares 45,563 $6.64M 0.02% +2,896 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,932 shares; 2024Q4: 72,412 shares; 2025Q1: 77,278 shares; 2025Q2: 75,210 shares; 2025Q3: 70,036 shares; 2025Q4: 79,834 shares; 2026Q1: 55,976 shares 55,976 $6.64M 0.02% -23,858 Timeline EVMO 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: 108,611 shares; 2025Q4: 119,945 shares; 2026Q1: 131,589 shares 131,589 $6.62M 0.02% +11,644 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,406 shares; 2025Q2: 29,613 shares; 2025Q3: 58,109 shares; 2025Q4: 96,422 shares; 2026Q1: 140,416 shares 140,416 $6.6M 0.02% +43,994 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,883 shares; 2024Q4: 306,428 shares; 2025Q1: 347,066 shares; 2025Q2: 372,140 shares; 2025Q3: 199,398 shares; 2025Q4: 204,882 shares; 2026Q1: 213,995 shares 213,995 $6.59M 0.02% +9,113 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: 125,369 shares; 2024Q4: 111,269 shares; 2025Q1: 122,092 shares; 2025Q2: 121,664 shares; 2025Q3: 126,251 shares; 2025Q4: 141,346 shares; 2026Q1: 124,461 shares 124,461 $6.57M 0.02% -16,885 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: 120,976 shares; 2024Q4: 128,058 shares; 2025Q1: 71,779 shares; 2025Q2: 72,537 shares; 2025Q3: 76,982 shares; 2025Q4: 68,898 shares; 2026Q1: 65,473 shares 65,473 $6.56M 0.02% -3,425 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,409 shares; 2024Q4: 72,629 shares; 2025Q1: 76,419 shares; 2025Q2: 67,598 shares; 2025Q3: 68,217 shares; 2025Q4: 67,912 shares; 2026Q1: 67,752 shares 67,752 $6.55M 0.02% -160 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,771 shares; 2024Q4: 90,003 shares; 2025Q1: 95,446 shares; 2025Q2: 126,323 shares; 2025Q3: 132,371 shares; 2025Q4: 114,328 shares; 2026Q1: 177,211 shares 177,211 $6.52M 0.02% +62,883 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: 28,550 shares; 2024Q4: 34,257 shares; 2025Q1: 32,607 shares; 2025Q2: 28,694 shares; 2025Q3: 30,091 shares; 2025Q4: 26,450 shares; 2026Q1: 28,109 shares 28,109 $6.52M 0.02% +1,659 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578,054 shares; 2024Q4: 551,708 shares; 2025Q1: 518,477 shares; 2025Q2: 459,694 shares; 2025Q3: 471,449 shares; 2025Q4: 460,725 shares; 2026Q1: 437,845 shares 437,845 $6.52M 0.02% -22,880 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,721 shares; 2024Q4: 49,714 shares; 2025Q1: 45,510 shares; 2025Q2: 36,629 shares; 2025Q3: 36,763 shares; 2025Q4: 39,087 shares; 2026Q1: 34,195 shares 34,195 $6.48M 0.02% -4,892 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,354 shares; 2024Q4: 305,655 shares; 2025Q1: 383,765 shares; 2025Q2: 296,302 shares; 2025Q3: 289,664 shares; 2025Q4: 427,796 shares; 2026Q1: 305,901 shares 305,901 $6.48M 0.02% -121,895 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,964 shares; 2024Q4: 80,156 shares; 2025Q1: 155,867 shares; 2025Q2: 156,440 shares; 2025Q3: 167,886 shares; 2025Q4: 170,586 shares; 2026Q1: 199,792 shares 199,792 $6.45M 0.02% +29,206 Timeline ANGL 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: 301,193 shares; 2024Q4: 304,362 shares; 2025Q1: 431,187 shares; 2025Q2: 243,074 shares; 2025Q3: 308,478 shares; 2025Q4: 228,380 shares; 2026Q1: 224,309 shares 224,309 $6.44M 0.02% -4,071 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: 226,866 shares; 2024Q4: 210,316 shares; 2025Q1: 219,391 shares; 2025Q2: 201,757 shares; 2025Q3: 241,307 shares; 2025Q4: 227,362 shares; 2026Q1: 234,448 shares 234,448 $6.44M 0.02% +7,086 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,297 shares; 2024Q4: 40,320 shares; 2025Q1: 36,608 shares; 2025Q2: 36,546 shares; 2025Q3: 80,081 shares; 2025Q4: 68,023 shares; 2026Q1: 53,272 shares 53,272 $6.43M 0.02% -14,751 Timeline IYC 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: 13,112 shares; 2024Q4: 32,095 shares; 2025Q1: 64,565 shares; 2025Q2: 84,666 shares; 2025Q3: 73,560 shares; 2025Q4: 55,608 shares; 2026Q1: 66,345 shares 66,345 $6.43M 0.02% +10,737 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,729 shares; 2024Q4: 122,637 shares; 2025Q1: 139,678 shares; 2025Q2: 139,596 shares; 2025Q3: 137,902 shares; 2025Q4: 137,939 shares; 2026Q1: 139,362 shares 139,362 $6.43M 0.02% +1,423 Timeline JOYT J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,649 shares 120,649 $6.41M 0.02% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,456 shares; 2024Q4: 160,305 shares; 2025Q1: 180,818 shares; 2025Q2: 161,314 shares; 2025Q3: 156,509 shares; 2025Q4: 137,106 shares; 2026Q1: 137,145 shares 137,145 $6.41M 0.02% +39 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,601 shares; 2024Q4: 40,605 shares; 2025Q1: 37,575 shares; 2025Q2: 37,304 shares; 2025Q3: 39,643 shares; 2025Q4: 22,733 shares; 2026Q1: 78,332 shares 78,332 $6.39M 0.02% +55,599 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,080 shares; 2024Q4: 15,293 shares; 2025Q1: 15,982 shares; 2025Q2: 16,700 shares; 2025Q3: 16,103 shares; 2025Q4: 16,396 shares; 2026Q1: 17,600 shares 17,600 $6.39M 0.02% +1,204 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,803 shares; 2024Q4: 28,704 shares; 2025Q1: 29,861 shares; 2025Q2: 28,633 shares; 2025Q3: 29,451 shares; 2025Q4: 33,505 shares; 2026Q1: 34,602 shares 34,602 $6.39M 0.02% +1,097 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,048 shares; 2024Q4: 166,974 shares; 2025Q1: 212,873 shares; 2025Q2: 223,333 shares; 2025Q3: 240,414 shares; 2025Q4: 249,692 shares; 2026Q1: 263,207 shares 263,207 $6.38M 0.02% +13,515 Timeline SPIB 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: 66,703 shares; 2024Q4: 69,504 shares; 2025Q1: 90,144 shares; 2025Q2: 97,611 shares; 2025Q3: 106,228 shares; 2025Q4: 135,894 shares; 2026Q1: 188,861 shares 188,861 $6.33M 0.02% +52,967 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,902 shares; 2024Q4: 105,597 shares; 2025Q1: 146,544 shares; 2025Q2: 167,819 shares; 2025Q3: 209,953 shares; 2025Q4: 256,042 shares; 2026Q1: 277,795 shares 277,795 $6.32M 0.02% +21,753 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,510 shares; 2024Q4: 440,382 shares; 2025Q1: 394,236 shares; 2025Q2: 333,592 shares; 2025Q3: 311,581 shares; 2025Q4: 260,185 shares; 2026Q1: 266,399 shares 266,399 $6.31M 0.02% +6,214 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,359 shares; 2024Q4: 102,380 shares; 2025Q1: 92,887 shares; 2025Q2: 97,991 shares; 2025Q3: 91,736 shares; 2025Q4: 95,879 shares; 2026Q1: 87,795 shares 87,795 $6.3M 0.02% -8,084 Timeline PATN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,644 shares 221,644 $6.3M 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,060 shares; 2024Q4: 120,897 shares; 2025Q1: 118,184 shares; 2025Q2: 112,582 shares; 2025Q3: 126,386 shares; 2025Q4: 119,610 shares; 2026Q1: 113,973 shares 113,973 $6.29M 0.02% -5,637 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,479 shares; 2024Q4: 239,125 shares; 2025Q1: 219,148 shares; 2025Q2: 228,573 shares; 2025Q3: 252,912 shares; 2025Q4: 270,039 shares; 2026Q1: 271,606 shares 271,606 $6.28M 0.02% +1,567 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,685 shares; 2024Q4: 84,774 shares; 2025Q1: 90,709 shares; 2025Q2: 131,794 shares; 2025Q3: 178,464 shares; 2025Q4: 198,652 shares; 2026Q1: 186,503 shares 186,503 $6.24M 0.02% -12,149 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,442 shares; 2024Q4: 243,273 shares; 2025Q1: 225,769 shares; 2025Q2: 239,137 shares; 2025Q3: 232,445 shares; 2025Q4: 240,531 shares; 2026Q1: 257,004 shares 257,004 $6.24M 0.02% +16,473 Timeline ROBT 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: 72,121 shares; 2024Q4: 61,086 shares; 2025Q1: 53,146 shares; 2025Q2: 54,511 shares; 2025Q3: 61,531 shares; 2025Q4: 114,057 shares; 2026Q1: 134,998 shares 134,998 $6.23M 0.02% +20,941 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: 15,391 shares; 2024Q4: 62,660 shares; 2025Q1: 70,100 shares; 2025Q2: 71,452 shares; 2025Q3: 80,266 shares; 2025Q4: 80,567 shares; 2026Q1: 61,179 shares 61,179 $6.22M 0.02% -19,388 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: 5,741 shares; 2024Q4: 4,339 shares; 2025Q1: 10,700 shares; 2025Q2: 5,683 shares; 2025Q3: 6,017 shares; 2025Q4: 7,941 shares; 2026Q1: 8,418 shares 8,418 $6.21M 0.02% +477 Timeline QCJA FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 90,278 shares; 2025Q2: 92,657 shares; 2025Q3: 95,732 shares; 2025Q4: 93,908 shares; 2026Q1: 288,394 shares 288,394 $6.21M 0.02% +194,486 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,640 shares; 2024Q4: 8,943 shares; 2025Q1: 10,141 shares; 2025Q2: 10,906 shares; 2025Q3: 13,695 shares; 2025Q4: 14,452 shares; 2026Q1: 14,892 shares 14,892 $6.21M 0.02% +440 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,804 shares; 2024Q4: 112,546 shares; 2025Q1: 139,582 shares; 2025Q2: 150,844 shares; 2025Q3: 180,767 shares; 2025Q4: 213,301 shares; 2026Q1: 249,446 shares 249,446 $6.18M 0.02% +36,145 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,605 shares; 2024Q4: 23,783 shares; 2025Q1: 18,323 shares; 2025Q2: 17,778 shares; 2025Q3: 19,266 shares; 2025Q4: 19,617 shares; 2026Q1: 19,677 shares 19,677 $6.17M 0.02% +60 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390,914 shares; 2024Q4: 389,253 shares; 2025Q1: 395,880 shares; 2025Q2: 399,907 shares; 2025Q3: 402,554 shares; 2025Q4: 406,433 shares; 2026Q1: 407,455 shares 407,455 $6.16M 0.02% +1,022 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,504 shares; 2024Q4: 51,201 shares; 2025Q1: 54,107 shares; 2025Q2: 59,500 shares; 2025Q3: 98,416 shares; 2025Q4: 108,286 shares; 2026Q1: 169,808 shares 169,808 $6.15M 0.02% +61,522 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: 31,531 shares; 2025Q3: 65,149 shares; 2025Q4: 72,738 shares; 2026Q1: 79,061 shares 79,061 $6.12M 0.02% +6,323 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,011 shares; 2024Q4: 51,020 shares; 2025Q1: 49,729 shares; 2025Q2: 109,335 shares; 2025Q3: 127,664 shares; 2025Q4: 132,296 shares; 2026Q1: 131,915 shares 131,915 $6.12M 0.02% -381 Timeline FELC 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: 66,879 shares; 2024Q4: 126,887 shares; 2025Q1: 153,074 shares; 2025Q2: 156,612 shares; 2025Q3: 158,708 shares; 2025Q4: 152,331 shares; 2026Q1: 168,727 shares 168,727 $6.12M 0.02% +16,396 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,298 shares; 2024Q4: 104,623 shares; 2025Q1: 142,121 shares; 2025Q2: 180,264 shares; 2025Q3: 196,220 shares; 2025Q4: 222,194 shares; 2026Q1: 241,538 shares 241,538 $6.12M 0.02% +19,344 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,428 shares; 2024Q4: 109,944 shares; 2025Q1: 165,778 shares; 2025Q2: 256,970 shares; 2025Q3: 334,198 shares; 2025Q4: 316,337 shares; 2026Q1: 301,994 shares 301,994 $6.11M 0.02% -14,343 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: not reported; 2025Q2: 91,196 shares; 2025Q3: 203,210 shares; 2025Q4: 300,513 shares; 2026Q1: 245,367 shares 245,367 $6.11M 0.02% -55,146 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 109,194 shares; 2026Q1: 106,979 shares 106,979 $6.09M 0.02% -2,215 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,621 shares; 2024Q4: 14,989 shares; 2025Q1: 12,970 shares; 2025Q2: 15,044 shares; 2025Q3: 17,199 shares; 2025Q4: 20,192 shares; 2026Q1: 25,531 shares 25,531 $6.08M 0.02% +5,339 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,819 shares; 2024Q4: 121,255 shares; 2025Q1: 95,681 shares; 2025Q2: 109,284 shares; 2025Q3: 116,746 shares; 2025Q4: 121,544 shares; 2026Q1: 142,914 shares 142,914 $6.08M 0.02% +21,370 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: 106,301 shares; 2024Q4: 110,322 shares; 2025Q1: 98,715 shares; 2025Q2: 95,764 shares; 2025Q3: 85,574 shares; 2025Q4: 83,161 shares; 2026Q1: 85,273 shares 85,273 $6.07M 0.02% +2,112 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: 9,154 shares; 2024Q4: 10,116 shares; 2025Q1: 9,352 shares; 2025Q2: 9,278 shares; 2025Q3: 13,062 shares; 2025Q4: 21,428 shares; 2026Q1: 20,441 shares 20,441 $6.06M 0.02% -987 Timeline SUSA 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: 52,567 shares; 2024Q4: 50,645 shares; 2025Q1: 48,944 shares; 2025Q2: 46,362 shares; 2025Q3: 48,695 shares; 2025Q4: 48,181 shares; 2026Q1: 45,819 shares 45,819 $6.05M 0.02% -2,362 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: 153,938 shares; 2024Q4: 118,006 shares; 2025Q1: 113,729 shares; 2025Q2: 113,073 shares; 2025Q3: 117,031 shares; 2025Q4: 123,170 shares; 2026Q1: 124,587 shares 124,587 $6.04M 0.02% +1,417 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459,661 shares; 2024Q4: 435,534 shares; 2025Q1: 454,333 shares; 2025Q2: 435,279 shares; 2025Q3: 490,924 shares; 2025Q4: 498,639 shares; 2026Q1: 500,164 shares 500,164 $6.03M 0.02% +1,525 Timeline FXO 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: 106,645 shares; 2024Q4: 155,497 shares; 2025Q1: 134,070 shares; 2025Q2: 296,337 shares; 2025Q3: 127,103 shares; 2025Q4: 112,413 shares; 2026Q1: 107,319 shares 107,319 $6.03M 0.02% -5,094 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: 55,096 shares; 2024Q4: 56,566 shares; 2025Q1: 73,775 shares; 2025Q2: 83,401 shares; 2025Q3: 97,140 shares; 2025Q4: 95,690 shares; 2026Q1: 137,582 shares 137,582 $6.03M 0.02% +41,892 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,077 shares; 2024Q4: 240,755 shares; 2025Q1: 210,679 shares; 2025Q2: 196,550 shares; 2025Q3: 208,938 shares; 2025Q4: 209,240 shares; 2026Q1: 199,754 shares 199,754 $6.02M 0.02% -9,486 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,837 shares; 2024Q4: 88,486 shares; 2025Q1: 93,462 shares; 2025Q2: 101,419 shares; 2025Q3: 107,571 shares; 2025Q4: 152,185 shares; 2026Q1: 145,483 shares 145,483 $6.02M 0.02% -6,702 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: 19,238 shares; 2024Q4: 19,642 shares; 2025Q1: 21,912 shares; 2025Q2: 24,249 shares; 2025Q3: 23,475 shares; 2025Q4: 24,408 shares; 2026Q1: 27,427 shares 27,427 $6.01M 0.02% +3,019 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: 31,741 shares; 2024Q4: 39,127 shares; 2025Q1: 58,479 shares; 2025Q2: 57,941 shares; 2025Q3: 67,157 shares; 2025Q4: 80,059 shares; 2026Q1: 72,446 shares 72,446 $6M 0.02% -7,613 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,037 shares; 2025Q1: 16,354 shares; 2025Q2: 50,774 shares; 2025Q3: 83,433 shares; 2025Q4: 100,854 shares; 2026Q1: 120,751 shares 120,751 $6M 0.02% +19,897 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,956 shares; 2024Q4: 40,103 shares; 2025Q1: 42,998 shares; 2025Q2: 43,285 shares; 2025Q3: 39,172 shares; 2025Q4: 31,644 shares; 2026Q1: 34,743 shares 34,743 $6M 0.02% +3,099 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,539 shares; 2024Q4: 9,507 shares; 2025Q1: 7,300 shares; 2025Q2: 8,000 shares; 2025Q3: 13,950 shares; 2025Q4: 41,497 shares; 2026Q1: 22,157 shares 22,157 $5.99M 0.02% -19,340 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,111 shares; 2024Q4: 82,298 shares; 2025Q1: 85,857 shares; 2025Q2: 70,991 shares; 2025Q3: 83,055 shares; 2025Q4: 118,731 shares; 2026Q1: 143,655 shares 143,655 $5.97M 0.02% +24,924 Timeline AOM 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: 155,427 shares; 2024Q4: 150,450 shares; 2025Q1: 132,110 shares; 2025Q2: 132,219 shares; 2025Q3: 170,549 shares; 2025Q4: 118,502 shares; 2026Q1: 125,066 shares 125,066 $5.92M 0.02% +6,564 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,783 shares; 2025Q1: 21,730 shares; 2025Q2: 43,933 shares; 2025Q3: 48,185 shares; 2025Q4: 39,668 shares; 2026Q1: 62,706 shares 62,706 $5.89M 0.02% +23,038 Timeline CWI 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: 16,440 shares; 2024Q4: 69,328 shares; 2025Q1: 65,958 shares; 2025Q2: 96,785 shares; 2025Q3: 194,343 shares; 2025Q4: 182,795 shares; 2026Q1: 160,716 shares 160,716 $5.88M 0.02% -22,079 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: 186,757 shares; 2024Q4: 173,268 shares; 2025Q1: 165,425 shares; 2025Q2: 147,483 shares; 2025Q3: 142,662 shares; 2025Q4: 140,187 shares; 2026Q1: 110,088 shares 110,088 $5.87M 0.02% -30,099 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,842 shares; 2024Q4: 470,244 shares; 2025Q1: 446,142 shares; 2025Q2: 409,402 shares; 2025Q3: 288,855 shares; 2025Q4: 242,574 shares; 2026Q1: 328,026 shares 328,026 $5.86M 0.02% +85,452 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: 18,936 shares; 2024Q4: 14,300 shares; 2025Q1: 14,683 shares; 2025Q2: 27,776 shares; 2025Q3: 26,471 shares; 2025Q4: 28,603 shares; 2026Q1: 43,465 shares 43,465 $5.85M 0.02% +14,862 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: 53,338 shares; 2024Q4: 26,180 shares; 2025Q1: 31,551 shares; 2025Q2: 33,774 shares; 2025Q3: 29,797 shares; 2025Q4: 23,443 shares; 2026Q1: 29,376 shares 29,376 $5.81M 0.01% +5,933 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,673 shares; 2024Q4: 39,607 shares; 2025Q1: 51,992 shares; 2025Q2: 130,131 shares; 2025Q3: 181,061 shares; 2025Q4: 207,597 shares; 2026Q1: 221,048 shares 221,048 $5.81M 0.01% +13,451 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: 162,196 shares; 2024Q4: 171,578 shares; 2025Q1: 170,823 shares; 2025Q2: 123,935 shares; 2025Q3: 138,497 shares; 2025Q4: 119,530 shares; 2026Q1: 115,033 shares 115,033 $5.81M 0.01% -4,497 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: 117,721 shares; 2024Q4: 126,983 shares; 2025Q1: 136,532 shares; 2025Q2: 146,741 shares; 2025Q3: 156,880 shares; 2025Q4: 132,824 shares; 2026Q1: 127,459 shares 127,459 $5.8M 0.01% -5,365 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,855 shares; 2024Q4: 15,403 shares; 2025Q1: 12,750 shares; 2025Q2: 28,826 shares; 2025Q3: 31,584 shares; 2025Q4: 15,015 shares; 2026Q1: 25,029 shares 25,029 $5.78M 0.01% +10,014 Timeline IUS 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: 65,417 shares; 2024Q4: 85,673 shares; 2025Q1: 91,506 shares; 2025Q2: 86,886 shares; 2025Q3: 89,857 shares; 2025Q4: 96,115 shares; 2026Q1: 99,662 shares 99,662 $5.77M 0.01% +3,547 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: 53,063 shares; 2024Q4: 66,911 shares; 2025Q1: 67,260 shares; 2025Q2: 64,894 shares; 2025Q3: 62,516 shares; 2025Q4: 70,536 shares; 2026Q1: 71,114 shares 71,114 $5.76M 0.01% +578 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,834 shares; 2024Q4: 34,627 shares; 2025Q1: 42,327 shares; 2025Q2: 39,690 shares; 2025Q3: 44,056 shares; 2025Q4: 51,012 shares; 2026Q1: 48,350 shares 48,350 $5.74M 0.01% -2,662 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: 101,558 shares; 2024Q4: 105,925 shares; 2025Q1: 105,892 shares; 2025Q2: 97,995 shares; 2025Q3: 91,965 shares; 2025Q4: 92,692 shares; 2026Q1: 76,819 shares 76,819 $5.72M 0.01% -15,873 Timeline BBHY 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: 317,219 shares; 2024Q4: 279,210 shares; 2025Q1: 312,551 shares; 2025Q2: 183,166 shares; 2025Q3: 189,763 shares; 2025Q4: 171,986 shares; 2026Q1: 124,839 shares 124,839 $5.72M 0.01% -47,147 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,507 shares; 2024Q4: 518,404 shares; 2025Q1: 483,240 shares; 2025Q2: 453,799 shares; 2025Q3: 452,024 shares; 2025Q4: 423,485 shares; 2026Q1: 396,781 shares 396,781 $5.69M 0.01% -26,704 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,283 shares; 2024Q4: 195,912 shares; 2025Q1: 216,146 shares; 2025Q2: 169,778 shares; 2025Q3: 188,543 shares; 2025Q4: 188,120 shares; 2026Q1: 177,398 shares 177,398 $5.68M 0.01% -10,722 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,119 shares; 2025Q1: 68,577 shares; 2025Q2: 105,852 shares; 2025Q3: 104,010 shares; 2025Q4: 83,958 shares; 2026Q1: 114,485 shares 114,485 $5.68M 0.01% +30,527 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,669 shares; 2024Q4: 365,310 shares; 2025Q1: 437,951 shares; 2025Q2: 382,433 shares; 2025Q3: 377,771 shares; 2025Q4: 361,694 shares; 2026Q1: 383,789 shares 383,789 $5.67M 0.01% +22,095 Timeline TAN 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: 31,028 shares; 2024Q4: 27,103 shares; 2025Q1: 28,522 shares; 2025Q2: 28,427 shares; 2025Q3: 43,351 shares; 2025Q4: 31,518 shares; 2026Q1: 101,473 shares 101,473 $5.65M 0.01% +69,955 Timeline FMF 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: 56,306 shares; 2024Q4: 63,502 shares; 2025Q1: 66,698 shares; 2025Q2: 84,423 shares; 2025Q3: 102,001 shares; 2025Q4: 105,822 shares; 2026Q1: 111,290 shares 111,290 $5.63M 0.01% +5,468 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,123 shares; 2024Q4: 28,533 shares; 2025Q1: 28,571 shares; 2025Q2: 31,902 shares; 2025Q3: 32,822 shares; 2025Q4: 32,299 shares; 2026Q1: 33,015 shares 33,015 $5.63M 0.01% +716 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: 346,659 shares; 2024Q4: 351,454 shares; 2025Q1: 345,744 shares; 2025Q2: 347,279 shares; 2025Q3: 353,202 shares; 2025Q4: 354,096 shares; 2026Q1: 359,010 shares 359,010 $5.62M 0.01% +4,914 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,078 shares; 2024Q4: 80,924 shares; 2025Q1: 95,574 shares; 2025Q2: 109,732 shares; 2025Q3: 138,659 shares; 2025Q4: 169,572 shares; 2026Q1: 220,099 shares 220,099 $5.62M 0.01% +50,527 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: 112,521 shares; 2024Q4: 98,795 shares; 2025Q1: 97,890 shares; 2025Q2: 94,356 shares; 2025Q3: 80,312 shares; 2025Q4: 68,186 shares; 2026Q1: 86,431 shares 86,431 $5.62M 0.01% +18,245 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,209 shares; 2024Q4: 100,400 shares; 2025Q1: 56,561 shares; 2025Q2: 60,582 shares; 2025Q3: 63,500 shares; 2025Q4: 58,662 shares; 2026Q1: 61,797 shares 61,797 $5.6M 0.01% +3,135 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,889 shares; 2024Q4: 263,520 shares; 2025Q1: 255,741 shares; 2025Q2: 249,689 shares; 2025Q3: 219,748 shares; 2025Q4: 221,193 shares; 2026Q1: 216,171 shares 216,171 $5.59M 0.01% -5,022 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: 75,321 shares; 2024Q4: 64,219 shares; 2025Q1: 56,625 shares; 2025Q2: 45,981 shares; 2025Q3: 48,650 shares; 2025Q4: 51,569 shares; 2026Q1: 50,634 shares 50,634 $5.57M 0.01% -935 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,816 shares; 2025Q3: 4,295 shares; 2025Q4: 60,144 shares; 2026Q1: 85,634 shares 85,634 $5.55M 0.01% +25,490 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,577 shares; 2024Q4: 48,695 shares; 2025Q1: 47,398 shares; 2025Q2: 43,432 shares; 2025Q3: 34,657 shares; 2025Q4: 57,707 shares; 2026Q1: 56,287 shares 56,287 $5.54M 0.01% -1,420 Timeline FSMB 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: 48,549 shares; 2024Q4: 45,911 shares; 2025Q1: 27,415 shares; 2025Q2: 89,466 shares; 2025Q3: 105,451 shares; 2025Q4: 137,847 shares; 2026Q1: 277,522 shares 277,522 $5.54M 0.01% +139,675 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,190 shares; 2025Q4: 52,794 shares; 2026Q1: 136,944 shares 136,944 $5.54M 0.01% +84,150 Timeline AUSF 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: 11,138 shares; 2024Q4: 4,938 shares; 2025Q1: 6,156 shares; 2025Q2: 21,365 shares; 2025Q3: 55,346 shares; 2025Q4: 120,845 shares; 2026Q1: 114,530 shares 114,530 $5.54M 0.01% -6,315 Timeline HSMV 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: 141,725 shares; 2024Q4: 135,221 shares; 2025Q1: 138,661 shares; 2025Q2: 136,958 shares; 2025Q3: 142,946 shares; 2025Q4: 150,687 shares; 2026Q1: 153,022 shares 153,022 $5.54M 0.01% +2,335 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,837 shares; 2024Q4: 32,335 shares; 2025Q1: 31,968 shares; 2025Q2: 34,150 shares; 2025Q3: 35,701 shares; 2025Q4: 37,518 shares; 2026Q1: 37,826 shares 37,826 $5.53M 0.01% +308 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,174 shares; 2024Q4: 10,865 shares; 2025Q1: 10,052 shares; 2025Q2: 10,810 shares; 2025Q3: 12,731 shares; 2025Q4: 17,606 shares; 2026Q1: 13,014 shares 13,014 $5.53M 0.01% -4,592 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: 4,973 shares; 2024Q4: 4,839 shares; 2025Q1: 5,095 shares; 2025Q2: 5,061 shares; 2025Q3: 5,203 shares; 2025Q4: 5,143 shares; 2026Q1: 5,058 shares 5,058 $5.52M 0.01% -85 Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973,971 shares; 2024Q4: 737,149 shares; 2025Q1: 949,184 shares; 2025Q2: 939,421 shares; 2025Q3: 934,988 shares; 2025Q4: 950,061 shares; 2026Q1: 965,879 shares 965,879 $5.51M 0.01% +15,818 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,988 shares; 2024Q4: 149,895 shares; 2025Q1: 186,582 shares; 2025Q2: 180,132 shares; 2025Q3: 176,828 shares; 2025Q4: 194,265 shares; 2026Q1: 250,000 shares 250,000 $5.51M 0.01% +55,735 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,706 shares; 2024Q4: 18,772 shares; 2025Q1: 22,886 shares; 2025Q2: 18,284 shares; 2025Q3: 17,224 shares; 2025Q4: 17,142 shares; 2026Q1: 17,662 shares 17,662 $5.51M 0.01% +520 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,302 shares; 2024Q4: 105,803 shares; 2025Q1: 107,181 shares; 2025Q2: 107,754 shares; 2025Q3: 104,735 shares; 2025Q4: 104,897 shares; 2026Q1: 122,946 shares 122,946 $5.49M 0.01% +18,049 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: 57,086 shares; 2024Q4: 85,220 shares; 2025Q1: 64,638 shares; 2025Q2: 118,361 shares; 2025Q3: 61,671 shares; 2025Q4: 53,303 shares; 2026Q1: 57,907 shares 57,907 $5.48M 0.01% +4,604 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,290 shares; 2024Q4: 32,494 shares; 2025Q1: 38,483 shares; 2025Q2: 37,004 shares; 2025Q3: 34,608 shares; 2025Q4: 37,038 shares; 2026Q1: 32,340 shares 32,340 $5.47M 0.01% -4,698 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,873 shares; 2024Q4: 85,845 shares; 2025Q1: 88,770 shares; 2025Q2: 88,621 shares; 2025Q3: 85,175 shares; 2025Q4: 82,681 shares; 2026Q1: 117,407 shares 117,407 $5.46M 0.01% +34,726 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,970 shares; 2024Q4: 68,041 shares; 2025Q1: 45,095 shares; 2025Q2: 47,006 shares; 2025Q3: 44,735 shares; 2025Q4: 64,045 shares; 2026Q1: 49,347 shares 49,347 $5.42M 0.01% -14,698 Timeline FDRR 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: 87,106 shares; 2024Q4: 88,026 shares; 2025Q1: 88,222 shares; 2025Q2: 69,368 shares; 2025Q3: 86,729 shares; 2025Q4: 85,238 shares; 2026Q1: 91,961 shares 91,961 $5.41M 0.01% +6,723 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,360 shares; 2024Q4: 173,237 shares; 2025Q1: 222,097 shares; 2025Q2: 228,020 shares; 2025Q3: 239,705 shares; 2025Q4: 229,501 shares; 2026Q1: 222,894 shares 222,894 $5.4M 0.01% -6,607 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,760 shares; 2024Q4: 100,338 shares; 2025Q1: 98,306 shares; 2025Q2: 96,631 shares; 2025Q3: 106,899 shares; 2025Q4: 99,928 shares; 2026Q1: 95,422 shares 95,422 $5.39M 0.01% -4,506 Timeline EZM 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: 114,876 shares; 2024Q4: 107,429 shares; 2025Q1: 102,102 shares; 2025Q2: 82,954 shares; 2025Q3: 81,018 shares; 2025Q4: 81,544 shares; 2026Q1: 80,211 shares 80,211 $5.39M 0.01% -1,333 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,030 shares; 2024Q4: 39,037 shares; 2025Q1: 40,625 shares; 2025Q2: 43,374 shares; 2025Q3: 39,929 shares; 2025Q4: 37,327 shares; 2026Q1: 39,542 shares 39,542 $5.38M 0.01% +2,215 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,905 shares; 2024Q4: 176,953 shares; 2025Q1: 184,170 shares; 2025Q2: 182,427 shares; 2025Q3: 85,798 shares; 2025Q4: 75,367 shares; 2026Q1: 79,539 shares 79,539 $5.38M 0.01% +4,172 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,054 shares; 2024Q4: 162,709 shares; 2025Q1: 168,789 shares; 2025Q2: 103,799 shares; 2025Q3: 98,428 shares; 2025Q4: 100,706 shares; 2026Q1: 107,936 shares 107,936 $5.37M 0.01% +7,230 Timeline SPTS 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: 260,725 shares; 2024Q4: 205,763 shares; 2025Q1: 212,630 shares; 2025Q2: 197,451 shares; 2025Q3: 195,277 shares; 2025Q4: 198,486 shares; 2026Q1: 183,715 shares 183,715 $5.36M 0.01% -14,771 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: 147,107 shares; 2024Q4: 126,630 shares; 2025Q1: 126,681 shares; 2025Q2: 130,075 shares; 2025Q3: 105,618 shares; 2025Q4: 148,748 shares; 2026Q1: 86,527 shares 86,527 $5.33M 0.01% -62,221 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 4,208 shares; 2025Q3: 17,405 shares; 2025Q4: 51,989 shares; 2026Q1: 105,138 shares 105,138 $5.33M 0.01% +53,149 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: 28,333 shares; 2024Q4: 28,376 shares; 2025Q1: 27,690 shares; 2025Q2: 30,390 shares; 2025Q3: 29,938 shares; 2025Q4: 28,924 shares; 2026Q1: 28,513 shares 28,513 $5.32M 0.01% -411 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,728 shares; 2024Q4: 86,838 shares; 2025Q1: 42,163 shares; 2025Q2: 53,327 shares; 2025Q3: 85,803 shares; 2025Q4: 90,167 shares; 2026Q1: 45,785 shares 45,785 $5.32M 0.01% -44,382 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,193 shares; 2024Q4: 15,301 shares; 2025Q1: 13,940 shares; 2025Q2: 13,899 shares; 2025Q3: 13,298 shares; 2025Q4: 13,770 shares; 2026Q1: 77,811 shares 77,811 $5.3M 0.01% +64,041 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,608 shares; 2024Q4: 3,632 shares; 2025Q1: 5,196 shares; 2025Q2: 36,271 shares; 2025Q3: 64,341 shares; 2025Q4: 78,082 shares; 2026Q1: 69,851 shares 69,851 $5.3M 0.01% -8,231 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,935 shares; 2024Q4: 10,172 shares; 2025Q1: 9,337 shares; 2025Q2: 8,519 shares; 2025Q3: 8,646 shares; 2025Q4: 8,743 shares; 2026Q1: 8,977 shares 8,977 $5.29M 0.01% +234 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,451 shares; 2024Q4: 80,690 shares; 2025Q1: 62,168 shares; 2025Q2: 60,277 shares; 2025Q3: 71,097 shares; 2025Q4: 58,888 shares; 2026Q1: 56,612 shares 56,612 $5.28M 0.01% -2,276 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: 41,481 shares; 2024Q4: 41,401 shares; 2025Q1: 41,113 shares; 2025Q2: 42,024 shares; 2025Q3: 28,422 shares; 2025Q4: 28,471 shares; 2026Q1: 29,326 shares 29,326 $5.28M 0.01% +855 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: 22,078 shares; 2025Q3: 79,471 shares; 2025Q4: 176,626 shares; 2026Q1: 185,753 shares 185,753 $5.27M 0.01% +9,127 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,739 shares; 2024Q4: 78,100 shares; 2025Q1: 73,941 shares; 2025Q2: 74,782 shares; 2025Q3: 77,051 shares; 2025Q4: 75,376 shares; 2026Q1: 69,048 shares 69,048 $5.27M 0.01% -6,328 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,639 shares; 2024Q4: 89,386 shares; 2025Q1: 153,774 shares; 2025Q2: 109,676 shares; 2025Q3: 109,937 shares; 2025Q4: 145,363 shares; 2026Q1: 145,401 shares 145,401 $5.26M 0.01% +38 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,973 shares; 2024Q4: 15,985 shares; 2025Q1: 14,329 shares; 2025Q2: 15,007 shares; 2025Q3: 14,436 shares; 2025Q4: 15,260 shares; 2026Q1: 16,117 shares 16,117 $5.26M 0.01% +857 Timeline PID 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: 182,584 shares; 2024Q4: 224,687 shares; 2025Q1: 230,445 shares; 2025Q2: 239,626 shares; 2025Q3: 240,225 shares; 2025Q4: 229,657 shares; 2026Q1: 236,239 shares 236,239 $5.25M 0.01% +6,582 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: 59,838 shares; 2024Q4: 64,441 shares; 2025Q1: 68,062 shares; 2025Q2: 72,905 shares; 2025Q3: 84,703 shares; 2025Q4: 159,677 shares; 2026Q1: 92,065 shares 92,065 $5.25M 0.01% -67,612 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: 245,968 shares; 2024Q4: 187,671 shares; 2025Q1: 160,726 shares; 2025Q2: 207,969 shares; 2025Q3: 149,628 shares; 2025Q4: 146,861 shares; 2026Q1: 142,246 shares 142,246 $5.23M 0.01% -4,615 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,470 shares; 2024Q4: 33,860 shares; 2025Q1: 34,484 shares; 2025Q2: 33,473 shares; 2025Q3: 28,563 shares; 2025Q4: 28,708 shares; 2026Q1: 28,853 shares 28,853 $5.22M 0.01% +145 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,750 shares; 2024Q4: 7,364 shares; 2025Q1: 8,543 shares; 2025Q2: 10,585 shares; 2025Q3: 11,140 shares; 2025Q4: 11,450 shares; 2026Q1: 10,730 shares 10,730 $5.2M 0.01% -720 Timeline QUS 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: 23,369 shares; 2024Q4: 29,351 shares; 2025Q1: 52,232 shares; 2025Q2: 69,858 shares; 2025Q3: 52,017 shares; 2025Q4: 46,538 shares; 2026Q1: 30,260 shares 30,260 $5.19M 0.01% -16,278 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: 29,313 shares; 2024Q4: 30,172 shares; 2025Q1: 28,455 shares; 2025Q2: 29,469 shares; 2025Q3: 29,337 shares; 2025Q4: 31,907 shares; 2026Q1: 33,357 shares 33,357 $5.19M 0.01% +1,450 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,664 shares; 2024Q4: 469,395 shares; 2025Q1: 440,644 shares; 2025Q2: 390,591 shares; 2025Q3: 386,084 shares; 2025Q4: 377,219 shares; 2026Q1: 374,641 shares 374,641 $5.17M 0.01% -2,578 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,565 shares; 2024Q4: 80,818 shares; 2025Q1: 85,794 shares; 2025Q2: 97,893 shares; 2025Q3: 89,385 shares; 2025Q4: 115,099 shares; 2026Q1: 111,043 shares 111,043 $5.16M 0.01% -4,056 Timeline GWX 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: 113,679 shares; 2024Q4: 118,912 shares; 2025Q1: 125,105 shares; 2025Q2: 142,208 shares; 2025Q3: 121,296 shares; 2025Q4: 125,455 shares; 2026Q1: 122,115 shares 122,115 $5.16M 0.01% -3,340 Timeline EDOW 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: 59,814 shares; 2024Q4: 214,540 shares; 2025Q1: 678,806 shares; 2025Q2: 197,063 shares; 2025Q3: 77,268 shares; 2025Q4: 77,799 shares; 2026Q1: 126,338 shares 126,338 $5.13M 0.01% +48,539 Timeline PFFV 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: 102,219 shares; 2024Q4: 258,814 shares; 2025Q1: 295,339 shares; 2025Q2: 239,531 shares; 2025Q3: 238,030 shares; 2025Q4: 218,978 shares; 2026Q1: 234,527 shares 234,527 $5.12M 0.01% +15,549 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 5,478 shares; 2025Q1: 7,404 shares; 2025Q2: 7,219 shares; 2025Q3: 44,737 shares; 2025Q4: 46,418 shares; 2026Q1: 47,126 shares 47,126 $5.12M 0.01% +708 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: 35,645 shares; 2024Q4: 24,685 shares; 2025Q1: 25,410 shares; 2025Q2: 27,659 shares; 2025Q3: 31,608 shares; 2025Q4: 33,333 shares; 2026Q1: 48,296 shares 48,296 $5.11M 0.01% +14,963 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,178 shares; 2025Q2: 2,414 shares; 2025Q3: 5,924 shares; 2025Q4: 5,829 shares; 2026Q1: 7,257 shares 7,257 $5.1M 0.01% +1,428 Timeline JPEF 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: 5,977 shares; 2024Q4: 25,972 shares; 2025Q1: 41,418 shares; 2025Q2: 36,008 shares; 2025Q3: 49,694 shares; 2025Q4: 63,019 shares; 2026Q1: 70,999 shares 70,999 $5.1M 0.01% +7,980 Timeline PMMF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,641 shares; 2025Q4: 43,660 shares; 2026Q1: 50,576 shares 50,576 $5.08M 0.01% +6,916 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,043 shares; 2024Q4: 161,452 shares; 2025Q1: 160,730 shares; 2025Q2: 162,034 shares; 2025Q3: 174,526 shares; 2025Q4: 183,075 shares; 2026Q1: 187,947 shares 187,947 $5.05M 0.01% +4,872 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: 15,754 shares; 2024Q4: 13,901 shares; 2025Q1: 16,866 shares; 2025Q2: 17,557 shares; 2025Q3: 18,621 shares; 2025Q4: 18,302 shares; 2026Q1: 22,383 shares 22,383 $5.04M 0.01% +4,081 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,092 shares; 2024Q4: 19,732 shares; 2025Q1: 19,742 shares; 2025Q2: 19,732 shares; 2025Q3: 21,118 shares; 2025Q4: 21,074 shares; 2026Q1: 20,895 shares 20,895 $5.04M 0.01% -179 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: 148,516 shares; 2024Q4: 164,415 shares; 2025Q1: 179,703 shares; 2025Q2: 191,411 shares; 2025Q3: 189,995 shares; 2025Q4: 200,936 shares; 2026Q1: 205,347 shares 205,347 $5.02M 0.01% +4,411 Timeline AIA 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: 2,798 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,851 shares; 2025Q3: 26,334 shares; 2025Q4: 28,579 shares; 2026Q1: 47,260 shares 47,260 $5.02M 0.01% +18,681 Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,712 shares; 2024Q4: 171,299 shares; 2025Q1: 168,859 shares; 2025Q2: 141,325 shares; 2025Q3: 126,274 shares; 2025Q4: 118,351 shares; 2026Q1: 130,632 shares 130,632 $5.01M 0.01% +12,281 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,344 shares; 2024Q4: 62,604 shares; 2025Q1: 62,844 shares; 2025Q2: 62,509 shares; 2025Q3: 63,491 shares; 2025Q4: 58,149 shares; 2026Q1: 52,125 shares 52,125 $5M 0.01% -6,024 Timeline VONV 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: 39,956 shares; 2024Q4: 109,803 shares; 2025Q1: 40,604 shares; 2025Q2: 47,961 shares; 2025Q3: 50,750 shares; 2025Q4: 51,642 shares; 2026Q1: 53,231 shares 53,231 $4.99M 0.01% +1,589 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,020 shares; 2024Q4: 89,944 shares; 2025Q1: 71,407 shares; 2025Q2: 112,656 shares; 2025Q3: 112,393 shares; 2025Q4: 108,633 shares; 2026Q1: 112,346 shares 112,346 $4.99M 0.01% +3,713 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,531 shares; 2024Q4: 265,616 shares; 2025Q1: 225,243 shares; 2025Q2: 213,235 shares; 2025Q3: 206,055 shares; 2025Q4: 157,955 shares; 2026Q1: 155,788 shares 155,788 $4.99M 0.01% -2,167 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,155 shares; 2024Q4: 586,628 shares; 2025Q1: 612,122 shares; 2025Q2: 407,556 shares; 2025Q3: 474,821 shares; 2025Q4: 499,533 shares; 2026Q1: 497,022 shares 497,022 $4.99M 0.01% -2,511 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,592 shares; 2024Q4: 90,225 shares; 2025Q1: 205,468 shares; 2025Q2: 126,056 shares; 2025Q3: 119,189 shares; 2025Q4: 121,199 shares; 2026Q1: 122,632 shares 122,632 $4.97M 0.01% +1,433 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,431 shares; 2024Q4: 155,412 shares; 2025Q1: 53,783 shares; 2025Q2: 58,714 shares; 2025Q3: 22,579 shares; 2025Q4: 320,752 shares; 2026Q1: 223,686 shares 223,686 $4.97M 0.01% -97,066 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,293 shares; 2024Q4: 81,984 shares; 2025Q1: 88,547 shares; 2025Q2: 87,150 shares; 2025Q3: 64,112 shares; 2025Q4: 59,856 shares; 2026Q1: 135,797 shares 135,797 $4.95M 0.01% +75,941 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,578 shares; 2024Q4: 190,769 shares; 2025Q1: 206,252 shares; 2025Q2: 196,398 shares; 2025Q3: 168,930 shares; 2025Q4: 137,174 shares; 2026Q1: 116,163 shares 116,163 $4.94M 0.01% -21,011 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,134 shares; 2024Q4: 6,181 shares; 2025Q1: 6,703 shares; 2025Q2: 43,890 shares; 2025Q3: 50,415 shares; 2025Q4: 50,578 shares; 2026Q1: 58,208 shares 58,208 $4.93M 0.01% +7,630 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,887 shares; 2026Q1: 55,359 shares 55,359 $4.93M 0.01% +39,472 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: 52,292 shares; 2024Q4: 57,786 shares; 2025Q1: 66,402 shares; 2025Q2: 63,282 shares; 2025Q3: 88,144 shares; 2025Q4: 70,769 shares; 2026Q1: 71,092 shares 71,092 $4.92M 0.01% +323 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912,874 shares; 2024Q4: 905,919 shares; 2025Q1: 859,402 shares; 2025Q2: 902,203 shares; 2025Q3: 798,395 shares; 2025Q4: 755,768 shares; 2026Q1: 718,509 shares 718,509 $4.92M 0.01% -37,259 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,233 shares; 2025Q1: 22,485 shares; 2025Q2: 69,604 shares; 2025Q3: 70,334 shares; 2025Q4: 65,827 shares; 2026Q1: 69,373 shares 69,373 $4.89M 0.01% +3,546 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: 48,967 shares; 2024Q4: 58,119 shares; 2025Q1: 61,277 shares; 2025Q2: 61,913 shares; 2025Q3: 68,312 shares; 2025Q4: 63,637 shares; 2026Q1: 67,116 shares 67,116 $4.88M 0.01% +3,479 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,476 shares; 2025Q1: 11,319 shares; 2025Q2: 15,456 shares; 2025Q3: 45,212 shares; 2025Q4: 69,837 shares; 2026Q1: 291,069 shares 291,069 $4.88M 0.01% +221,232 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,246 shares; 2024Q4: 98,413 shares; 2025Q1: 99,296 shares; 2025Q2: 84,706 shares; 2025Q3: 83,843 shares; 2025Q4: 83,312 shares; 2026Q1: 98,252 shares 98,252 $4.85M 0.01% +14,940 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,818 shares; 2024Q4: 102,941 shares; 2025Q1: 120,503 shares; 2025Q2: 106,785 shares; 2025Q3: 105,153 shares; 2025Q4: 107,376 shares; 2026Q1: 120,788 shares 120,788 $4.84M 0.01% +13,412 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,630 shares; 2024Q4: 81,836 shares; 2025Q1: 78,715 shares; 2025Q2: 68,861 shares; 2025Q3: 91,198 shares; 2025Q4: 89,124 shares; 2026Q1: 88,514 shares 88,514 $4.84M 0.01% -610 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,044 shares; 2024Q4: 96,391 shares; 2025Q1: 79,469 shares; 2025Q2: 95,423 shares; 2025Q3: 77,132 shares; 2025Q4: 79,010 shares; 2026Q1: 85,972 shares 85,972 $4.84M 0.01% +6,962 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,783 shares; 2024Q4: 48,522 shares; 2025Q1: 89,549 shares; 2025Q2: 132,274 shares; 2025Q3: 161,348 shares; 2025Q4: 186,470 shares; 2026Q1: 207,891 shares 207,891 $4.84M 0.01% +21,421 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,492 shares; 2024Q4: 68,910 shares; 2025Q1: 75,327 shares; 2025Q2: 78,851 shares; 2025Q3: 77,822 shares; 2025Q4: 74,178 shares; 2026Q1: 67,580 shares 67,580 $4.82M 0.01% -6,598 Timeline KSA 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: 121,213 shares 121,213 $4.82M 0.01% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,776 shares; 2024Q4: 81,608 shares; 2025Q1: 85,118 shares; 2025Q2: 93,986 shares; 2025Q3: 93,859 shares; 2025Q4: 100,052 shares; 2026Q1: 103,825 shares 103,825 $4.82M 0.01% +3,773 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 8,077 shares; 2025Q1: 8,077 shares; 2025Q2: 8,077 shares; 2025Q3: 12,510 shares; 2025Q4: 12,172 shares; 2026Q1: 95,431 shares 95,431 $4.8M 0.01% +83,259 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,434 shares; 2024Q4: 15,627 shares; 2025Q1: 54,938 shares; 2025Q2: 81,516 shares; 2025Q3: 108,280 shares; 2025Q4: 174,985 shares; 2026Q1: 198,102 shares 198,102 $4.8M 0.01% +23,117 Timeline QGRW 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: 32,526 shares; 2024Q4: 63,975 shares; 2025Q1: 85,873 shares; 2025Q2: 83,573 shares; 2025Q3: 58,455 shares; 2025Q4: 70,587 shares; 2026Q1: 89,456 shares 89,456 $4.78M 0.01% +18,869 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,443 shares; 2024Q4: 77,725 shares; 2025Q1: 90,387 shares; 2025Q2: 89,416 shares; 2025Q3: 97,840 shares; 2025Q4: 84,900 shares; 2026Q1: 94,885 shares 94,885 $4.78M 0.01% +9,985 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,416 shares; 2024Q4: 43,921 shares; 2025Q1: 49,377 shares; 2025Q2: 52,316 shares; 2025Q3: 52,860 shares; 2025Q4: 54,880 shares; 2026Q1: 57,016 shares 57,016 $4.77M 0.01% +2,136 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,530 shares; 2024Q4: 94,477 shares; 2025Q1: 90,852 shares; 2025Q2: 81,653 shares; 2025Q3: 75,649 shares; 2025Q4: 109,869 shares; 2026Q1: 109,935 shares 109,935 $4.74M 0.01% +66 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,485 shares; 2024Q4: 28,511 shares; 2025Q1: 29,074 shares; 2025Q2: 29,255 shares; 2025Q3: 29,355 shares; 2025Q4: 29,460 shares; 2026Q1: 28,902 shares 28,902 $4.74M 0.01% -558 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: 107,112 shares; 2024Q4: 75,081 shares; 2025Q1: 65,107 shares; 2025Q2: 57,644 shares; 2025Q3: 44,937 shares; 2025Q4: 46,688 shares; 2026Q1: 48,431 shares 48,431 $4.73M 0.01% +1,743 Timeline EWZ 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: 21,063 shares; 2024Q4: 15,775 shares; 2025Q1: 178,363 shares; 2025Q2: 180,203 shares; 2025Q3: 174,785 shares; 2025Q4: 172,954 shares; 2026Q1: 122,875 shares 122,875 $4.72M 0.01% -50,079 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,672 shares; 2024Q4: 9,829 shares; 2025Q1: 11,411 shares; 2025Q2: 31,750 shares; 2025Q3: 36,882 shares; 2025Q4: 35,527 shares; 2026Q1: 34,540 shares 34,540 $4.71M 0.01% -987 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: 43,007 shares; 2026Q1: 51,476 shares 51,476 $4.71M 0.01% +8,469 Timeline