IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,624 shares; 2024Q4: 28,725 shares; 2025Q1: 25,984 shares; 2025Q2: 23,635 shares; 2025Q3: 23,922 shares; 2025Q4: 25,210 shares; 2026Q1: 24,813 shares 24,813 $4.7M 0.01% -397 Timeline HYTI 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: 97,627 shares; 2025Q3: 190,443 shares; 2025Q4: 210,161 shares; 2026Q1: 243,862 shares 243,862 $4.7M 0.01% +33,701 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,507 shares; 2024Q4: 21,693 shares; 2025Q1: 22,629 shares; 2025Q2: 22,823 shares; 2025Q3: 23,711 shares; 2025Q4: 22,671 shares; 2026Q1: 22,659 shares 22,659 $4.68M 0.01% -12 Timeline STOX HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,970 shares; 2026Q1: 172,327 shares 172,327 $4.66M 0.01% +142,357 Timeline QMAR 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: 312,980 shares; 2024Q4: 297,550 shares; 2025Q1: 265,171 shares; 2025Q2: 160,797 shares; 2025Q3: 147,728 shares; 2025Q4: 143,560 shares; 2026Q1: 138,578 shares 138,578 $4.66M 0.01% -4,982 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,057 shares; 2024Q4: 171,163 shares; 2025Q1: 164,804 shares; 2025Q2: 184,708 shares; 2025Q3: 177,862 shares; 2025Q4: 165,484 shares; 2026Q1: 223,589 shares 223,589 $4.64M 0.01% +58,105 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,432 shares; 2024Q4: 20,410 shares; 2025Q1: 18,471 shares; 2025Q2: 18,223 shares; 2025Q3: 24,339 shares; 2025Q4: 33,620 shares; 2026Q1: 28,660 shares 28,660 $4.64M 0.01% -4,960 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,312 shares; 2024Q4: 13,238 shares; 2025Q1: 14,308 shares; 2025Q2: 14,861 shares; 2025Q3: 19,585 shares; 2025Q4: 19,990 shares; 2026Q1: 21,395 shares 21,395 $4.63M 0.01% +1,405 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,719 shares; 2024Q4: 12,472 shares; 2025Q1: 13,184 shares; 2025Q2: 12,229 shares; 2025Q3: 17,693 shares; 2025Q4: 19,585 shares; 2026Q1: 49,295 shares 49,295 $4.63M 0.01% +29,710 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,961 shares; 2024Q4: 63,932 shares; 2025Q1: 59,736 shares; 2025Q2: 58,121 shares; 2025Q3: 57,702 shares; 2025Q4: 48,314 shares; 2026Q1: 48,269 shares 48,269 $4.63M 0.01% -45 Timeline STXE 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: 147,667 shares; 2024Q4: 145,976 shares; 2025Q1: 124,876 shares; 2025Q2: 124,160 shares; 2025Q3: 121,510 shares; 2025Q4: 121,087 shares; 2026Q1: 118,439 shares 118,439 $4.63M 0.01% -2,648 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,106 shares; 2025Q1: 11,295 shares; 2025Q2: 11,563 shares; 2025Q3: 79,711 shares; 2025Q4: 111,368 shares; 2026Q1: 115,596 shares 115,596 $4.63M 0.01% +4,228 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,423 shares; 2024Q4: 63,297 shares; 2025Q1: 60,680 shares; 2025Q2: 63,728 shares; 2025Q3: 66,197 shares; 2025Q4: 66,781 shares; 2026Q1: 54,258 shares 54,258 $4.61M 0.01% -12,523 Timeline PFLD 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: 249,988 shares; 2024Q4: 274,733 shares; 2025Q1: 300,667 shares; 2025Q2: 287,444 shares; 2025Q3: 278,198 shares; 2025Q4: 256,223 shares; 2026Q1: 237,791 shares 237,791 $4.6M 0.01% -18,432 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,765 shares; 2024Q4: 303,506 shares; 2025Q1: 259,885 shares; 2025Q2: 238,758 shares; 2025Q3: 250,675 shares; 2025Q4: 238,687 shares; 2026Q1: 274,875 shares 274,875 $4.6M 0.01% +36,188 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,711 shares; 2025Q1: 12,062 shares; 2025Q2: 116,153 shares; 2025Q3: 121,878 shares; 2025Q4: 126,646 shares; 2026Q1: 131,702 shares 131,702 $4.59M 0.01% +5,056 Timeline SPBX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,311 shares; 2025Q3: 155,459 shares; 2025Q4: 197,293 shares; 2026Q1: 169,589 shares 169,589 $4.57M 0.01% -27,704 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,179 shares; 2024Q4: 110,639 shares; 2025Q1: 112,668 shares; 2025Q2: 114,874 shares; 2025Q3: 114,758 shares; 2025Q4: 105,492 shares; 2026Q1: 100,946 shares 100,946 $4.57M 0.01% -4,546 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,921 shares; 2024Q4: 52,886 shares; 2025Q1: 55,003 shares; 2025Q2: 123,153 shares; 2025Q3: 155,792 shares; 2025Q4: 246,907 shares; 2026Q1: 163,980 shares 163,980 $4.57M 0.01% -82,927 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,904 shares; 2024Q4: 119,428 shares; 2025Q1: 123,756 shares; 2025Q2: 110,364 shares; 2025Q3: 112,298 shares; 2025Q4: 121,315 shares; 2026Q1: 118,878 shares 118,878 $4.54M 0.01% -2,437 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 17,833 shares; 2025Q1: 20,413 shares; 2025Q2: 8,321 shares; 2025Q3: 21,266 shares; 2025Q4: 20,559 shares; 2026Q1: 28,421 shares 28,421 $4.54M 0.01% +7,862 Timeline MLRG 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: 74,138 shares; 2024Q4: 55,273 shares; 2025Q1: 46,011 shares; 2025Q2: 39,198 shares; 2025Q3: 37,073 shares; 2025Q4: 29,743 shares; 2026Q1: 50,314 shares 50,314 $4.52M 0.01% +20,571 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,272 shares; 2024Q4: 121,349 shares; 2025Q1: 125,064 shares; 2025Q2: 126,720 shares; 2025Q3: 138,173 shares; 2025Q4: 247,345 shares; 2026Q1: 286,775 shares 286,775 $4.51M 0.01% +39,430 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,469 shares; 2024Q4: 44,357 shares; 2025Q1: 45,452 shares; 2025Q2: 33,353 shares; 2025Q3: 40,960 shares; 2025Q4: 31,396 shares; 2026Q1: 32,809 shares 32,809 $4.5M 0.01% +1,413 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,501 shares; 2024Q4: 12,067 shares; 2025Q1: 11,736 shares; 2025Q2: 11,736 shares; 2025Q3: 14,168 shares; 2025Q4: 76,580 shares; 2026Q1: 135,202 shares 135,202 $4.5M 0.01% +58,622 Timeline FEP 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: 54,933 shares; 2024Q4: 62,461 shares; 2025Q1: 64,699 shares; 2025Q2: 82,026 shares; 2025Q3: 86,065 shares; 2025Q4: 90,410 shares; 2026Q1: 82,258 shares 82,258 $4.49M 0.01% -8,152 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,343 shares; 2024Q4: 5,497 shares; 2025Q1: 5,917 shares; 2025Q2: 6,676 shares; 2025Q3: 10,267 shares; 2025Q4: 11,101 shares; 2026Q1: 10,097 shares 10,097 $4.49M 0.01% -1,004 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,656 shares; 2025Q1: 11,003 shares; 2025Q2: 10,572 shares; 2025Q3: 12,081 shares; 2025Q4: 15,330 shares; 2026Q1: 152,727 shares 152,727 $4.48M 0.01% +137,397 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,260 shares; 2024Q4: 86,133 shares; 2025Q1: 215,707 shares; 2025Q2: 207,751 shares; 2025Q3: 157,431 shares; 2025Q4: 144,101 shares; 2026Q1: 237,966 shares 237,966 $4.47M 0.01% +93,865 Timeline GJAN 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: 57,141 shares; 2024Q4: 44,705 shares; 2025Q1: 122,007 shares; 2025Q2: 119,473 shares; 2025Q3: 100,757 shares; 2025Q4: 108,809 shares; 2026Q1: 106,467 shares 106,467 $4.46M 0.01% -2,342 Timeline IDHQ 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: 57,940 shares; 2024Q4: 62,992 shares; 2025Q1: 66,418 shares; 2025Q2: 74,719 shares; 2025Q3: 92,652 shares; 2025Q4: 92,158 shares; 2026Q1: 126,066 shares 126,066 $4.46M 0.01% +33,908 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,065 shares; 2024Q4: 118,779 shares; 2025Q1: 98,106 shares; 2025Q2: 96,562 shares; 2025Q3: 106,797 shares; 2025Q4: 99,849 shares; 2026Q1: 159,540 shares 159,540 $4.42M 0.01% +59,691 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,356 shares; 2024Q4: 9,966 shares; 2025Q1: 9,718 shares; 2025Q2: 9,337 shares; 2025Q3: 10,832 shares; 2025Q4: 10,626 shares; 2026Q1: 9,343 shares 9,343 $4.42M 0.01% -1,283 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,468 shares; 2024Q4: 23,595 shares; 2025Q1: 24,054 shares; 2025Q2: 24,194 shares; 2025Q3: 26,093 shares; 2025Q4: 26,809 shares; 2026Q1: 28,079 shares 28,079 $4.42M 0.01% +1,270 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,346 shares; 2024Q4: 8,483 shares; 2025Q1: 11,459 shares; 2025Q2: 14,527 shares; 2025Q3: 14,407 shares; 2025Q4: 14,909 shares; 2026Q1: 13,232 shares 13,232 $4.41M 0.01% -1,677 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,060 shares; 2024Q4: 49,956 shares; 2025Q1: 41,403 shares; 2025Q2: 65,587 shares; 2025Q3: 45,226 shares; 2025Q4: 47,320 shares; 2026Q1: 42,617 shares 42,617 $4.4M 0.01% -4,703 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,690 shares; 2025Q2: 10,998 shares; 2025Q3: not reported; 2025Q4: 102,668 shares; 2026Q1: 127,079 shares 127,079 $4.4M 0.01% +24,411 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,652 shares; 2024Q4: 20,059 shares; 2025Q1: 15,819 shares; 2025Q2: 15,362 shares; 2025Q3: 16,510 shares; 2025Q4: 16,496 shares; 2026Q1: 16,216 shares 16,216 $4.39M 0.01% -280 Timeline UITB 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: 189,594 shares; 2024Q4: 197,604 shares; 2025Q1: 195,205 shares; 2025Q2: 131,949 shares; 2025Q3: 137,001 shares; 2025Q4: 120,230 shares; 2026Q1: 93,354 shares 93,354 $4.39M 0.01% -26,876 Timeline TLTW 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: 222,373 shares; 2024Q4: 272,187 shares; 2025Q1: 363,391 shares; 2025Q2: 174,557 shares; 2025Q3: 172,514 shares; 2025Q4: 161,788 shares; 2026Q1: 193,582 shares 193,582 $4.38M 0.01% +31,794 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,044 shares; 2024Q4: 70,410 shares; 2025Q1: 68,108 shares; 2025Q2: 64,475 shares; 2025Q3: 67,110 shares; 2025Q4: 67,946 shares; 2026Q1: 72,516 shares 72,516 $4.38M 0.01% +4,570 Timeline DFEB 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: 93,918 shares; 2024Q4: 85,399 shares; 2025Q1: 89,080 shares; 2025Q2: 105,161 shares; 2025Q3: 93,874 shares; 2025Q4: 90,135 shares; 2026Q1: 92,388 shares 92,388 $4.38M 0.01% +2,253 Timeline ICLO 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: not reported; 2024Q4: not reported; 2025Q1: 16,209 shares; 2025Q2: 26,184 shares; 2025Q3: 63,556 shares; 2025Q4: 96,814 shares; 2026Q1: 171,446 shares 171,446 $4.37M 0.01% +74,632 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,539 shares; 2024Q4: 50,082 shares; 2025Q1: 48,151 shares; 2025Q2: 49,697 shares; 2025Q3: 49,114 shares; 2025Q4: 57,387 shares; 2026Q1: 47,941 shares 47,941 $4.36M 0.01% -9,446 Timeline CERY 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: 14,674 shares; 2025Q1: 107,047 shares; 2025Q2: 93,748 shares; 2025Q3: 114,467 shares; 2025Q4: 120,168 shares; 2026Q1: 123,787 shares 123,787 $4.36M 0.01% +3,619 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 150,971 shares 150,971 $4.36M 0.01% new Timeline FNX 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: 79,960 shares; 2024Q4: 54,927 shares; 2025Q1: 56,380 shares; 2025Q2: 53,200 shares; 2025Q3: 55,469 shares; 2025Q4: 54,592 shares; 2026Q1: 33,916 shares 33,916 $4.35M 0.01% -20,676 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,361 shares; 2024Q4: 141,649 shares; 2025Q1: 98,891 shares; 2025Q2: 90,849 shares; 2025Q3: 101,887 shares; 2025Q4: 100,522 shares; 2026Q1: 100,816 shares 100,816 $4.34M 0.01% +294 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,816 shares; 2024Q4: 108,552 shares; 2025Q1: 151,132 shares; 2025Q2: 180,788 shares; 2025Q3: 201,769 shares; 2025Q4: 206,499 shares; 2026Q1: 197,096 shares 197,096 $4.34M 0.01% -9,403 Timeline PCEF 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: 209,905 shares; 2024Q4: 214,465 shares; 2025Q1: 233,941 shares; 2025Q2: 202,780 shares; 2025Q3: 201,914 shares; 2025Q4: 216,270 shares; 2026Q1: 230,607 shares 230,607 $4.34M 0.01% +14,337 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,793 shares; 2024Q4: 19,563 shares; 2025Q1: 17,530 shares; 2025Q2: 17,567 shares; 2025Q3: 15,327 shares; 2025Q4: 17,161 shares; 2026Q1: 33,914 shares 33,914 $4.32M 0.01% +16,753 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,919 shares; 2024Q4: 113,496 shares; 2025Q1: 118,128 shares; 2025Q2: 119,795 shares; 2025Q3: 113,883 shares; 2025Q4: 113,378 shares; 2026Q1: 125,305 shares 125,305 $4.32M 0.01% +11,927 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 6,198 shares; 2025Q1: 6,748 shares; 2025Q2: 7,095 shares; 2025Q3: 11,889 shares; 2025Q4: 11,825 shares; 2026Q1: 10,883 shares 10,883 $4.32M 0.01% -942 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348,783 shares; 2024Q4: 331,637 shares; 2025Q1: 334,490 shares; 2025Q2: 334,975 shares; 2025Q3: 415,683 shares; 2025Q4: 413,505 shares; 2026Q1: 389,682 shares 389,682 $4.31M 0.01% -23,823 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 12,243 shares; 2025Q1: 11,531 shares; 2025Q2: 12,960 shares; 2025Q3: 12,166 shares; 2025Q4: 13,506 shares; 2026Q1: 11,987 shares 11,987 $4.3M 0.01% -1,519 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,554 shares; 2025Q2: 144,064 shares; 2025Q3: 133,553 shares; 2025Q4: 144,984 shares; 2026Q1: 139,244 shares 139,244 $4.3M 0.01% -5,740 Timeline IQMM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,836 shares 42,836 $4.29M 0.01% new Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,708 shares; 2024Q4: 84,800 shares; 2025Q1: 88,298 shares; 2025Q2: 91,696 shares; 2025Q3: 97,605 shares; 2025Q4: 95,862 shares; 2026Q1: 109,023 shares 109,023 $4.28M 0.01% +13,161 Timeline FJP 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: 25,489 shares; 2024Q4: 27,680 shares; 2025Q1: 29,735 shares; 2025Q2: 44,007 shares; 2025Q3: 53,342 shares; 2025Q4: 52,879 shares; 2026Q1: 58,937 shares 58,937 $4.28M 0.01% +6,058 Timeline QQA 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: not reported; 2024Q4: not reported; 2025Q1: 14,536 shares; 2025Q2: 51,976 shares; 2025Q3: 47,807 shares; 2025Q4: 76,858 shares; 2026Q1: 85,656 shares 85,656 $4.27M 0.01% +8,798 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,985 shares; 2024Q4: 54,383 shares; 2025Q1: 53,435 shares; 2025Q2: 58,477 shares; 2025Q3: 62,251 shares; 2025Q4: 48,445 shares; 2026Q1: 46,279 shares 46,279 $4.26M 0.01% -2,166 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,037 shares; 2024Q4: 17,348 shares; 2025Q1: 17,540 shares; 2025Q2: 18,639 shares; 2025Q3: 18,506 shares; 2025Q4: 18,210 shares; 2026Q1: 20,353 shares 20,353 $4.25M 0.01% +2,143 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,846 shares; 2024Q4: 87,967 shares; 2025Q1: 99,180 shares; 2025Q2: 98,934 shares; 2025Q3: 100,794 shares; 2025Q4: 79,909 shares; 2026Q1: 81,222 shares 81,222 $4.25M 0.01% +1,313 Timeline FENY 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: 126,924 shares; 2024Q4: 131,467 shares; 2025Q1: 133,304 shares; 2025Q2: 126,908 shares; 2025Q3: 117,818 shares; 2025Q4: 118,530 shares; 2026Q1: 124,511 shares 124,511 $4.24M 0.01% +5,981 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,480 shares; 2024Q4: 22,175 shares; 2025Q1: 25,520 shares; 2025Q2: 26,072 shares; 2025Q3: 24,698 shares; 2025Q4: 20,801 shares; 2026Q1: 21,658 shares 21,658 $4.23M 0.01% +857 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 8,141 shares; 2025Q1: 7,309 shares; 2025Q2: 6,793 shares; 2025Q3: 12,505 shares; 2025Q4: 14,289 shares; 2026Q1: 20,684 shares 20,684 $4.23M 0.01% +6,395 Timeline SKOR 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: 7,117 shares; 2024Q4: 17,496 shares; 2025Q1: 16,942 shares; 2025Q2: 54,100 shares; 2025Q3: 57,085 shares; 2025Q4: 58,668 shares; 2026Q1: 86,715 shares 86,715 $4.22M 0.01% +28,047 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,681 shares; 2024Q4: 37,554 shares; 2025Q1: 9,719 shares; 2025Q2: 9,904 shares; 2025Q3: 35,593 shares; 2025Q4: 42,728 shares; 2026Q1: 103,281 shares 103,281 $4.21M 0.01% +60,553 Timeline EDEN 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: 40,036 shares 40,036 $4.19M 0.01% new Timeline FCOM 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: 57,982 shares; 2024Q4: 67,741 shares; 2025Q1: 66,633 shares; 2025Q2: 90,418 shares; 2025Q3: 74,150 shares; 2025Q4: 67,613 shares; 2026Q1: 61,496 shares 61,496 $4.19M 0.01% -6,117 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 83,068 shares; 2025Q4: 83,068 shares; 2026Q1: 83,068 shares 83,068 $4.19M 0.01% 0 Timeline DHS 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: 28,479 shares; 2024Q4: 28,972 shares; 2025Q1: 47,775 shares; 2025Q2: 31,455 shares; 2025Q3: 34,045 shares; 2025Q4: 36,735 shares; 2026Q1: 38,310 shares 38,310 $4.18M 0.01% +1,575 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,267 shares; 2025Q1: 5,254 shares; 2025Q2: 7,805 shares; 2025Q3: 8,995 shares; 2025Q4: 55,717 shares; 2026Q1: 56,783 shares 56,783 $4.17M 0.01% +1,066 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,717 shares; 2024Q4: 7,415 shares; 2025Q1: 6,851 shares; 2025Q2: 8,778 shares; 2025Q3: 9,064 shares; 2025Q4: 8,692 shares; 2026Q1: 13,690 shares 13,690 $4.16M 0.01% +4,998 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 65,830 shares; 2025Q1: 83,895 shares; 2025Q2: 89,897 shares; 2025Q3: 102,812 shares; 2025Q4: 120,093 shares; 2026Q1: 138,788 shares 138,788 $4.16M 0.01% +18,695 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,723 shares; 2024Q4: 139,792 shares; 2025Q1: 156,593 shares; 2025Q2: 145,915 shares; 2025Q3: 152,741 shares; 2025Q4: 160,168 shares; 2026Q1: 159,251 shares 159,251 $4.16M 0.01% -917 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,099 shares; 2024Q4: 41,455 shares; 2025Q1: 66,910 shares; 2025Q2: 56,647 shares; 2025Q3: 58,975 shares; 2025Q4: 60,579 shares; 2026Q1: 66,964 shares 66,964 $4.16M 0.01% +6,385 Timeline AVIG 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: 65,706 shares; 2024Q4: 71,516 shares; 2025Q1: 73,438 shares; 2025Q2: 94,506 shares; 2025Q3: 90,506 shares; 2025Q4: 92,322 shares; 2026Q1: 99,901 shares 99,901 $4.15M 0.01% +7,579 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,356 shares; 2024Q4: 27,623 shares; 2025Q1: 30,921 shares; 2025Q2: 33,492 shares; 2025Q3: 35,095 shares; 2025Q4: 31,491 shares; 2026Q1: 38,285 shares 38,285 $4.14M 0.01% +6,794 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,564 shares; 2024Q4: 44,513 shares; 2025Q1: 40,365 shares; 2025Q2: 41,876 shares; 2025Q3: 107,886 shares; 2025Q4: 113,249 shares; 2026Q1: 97,414 shares 97,414 $4.13M 0.01% -15,835 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,344 shares; 2024Q4: 91,167 shares; 2025Q1: 89,086 shares; 2025Q2: 82,169 shares; 2025Q3: 86,591 shares; 2025Q4: 92,818 shares; 2026Q1: 103,594 shares 103,594 $4.13M 0.01% +10,776 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,448 shares; 2024Q4: 41,510 shares; 2025Q1: 40,267 shares; 2025Q2: 38,935 shares; 2025Q3: 35,983 shares; 2025Q4: 33,130 shares; 2026Q1: 63,685 shares 63,685 $4.12M 0.01% +30,555 Timeline JAJL 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: 16,128 shares; 2024Q4: 10,338 shares; 2025Q1: 13,906 shares; 2025Q2: 11,370 shares; 2025Q3: 14,056 shares; 2025Q4: 91,870 shares; 2026Q1: 141,291 shares 141,291 $4.11M 0.01% +49,421 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,976 shares; 2024Q4: 132,519 shares; 2025Q1: 130,008 shares; 2025Q2: 64,521 shares; 2025Q3: 91,818 shares; 2025Q4: 101,276 shares; 2026Q1: 95,922 shares 95,922 $4.1M 0.01% -5,354 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,220 shares; 2026Q1: 138,091 shares 138,091 $4.1M 0.01% +123,871 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,895 shares; 2024Q4: 13,388 shares; 2025Q1: 13,617 shares; 2025Q2: 13,489 shares; 2025Q3: 18,173 shares; 2025Q4: 17,261 shares; 2026Q1: 17,054 shares 17,054 $4.08M 0.01% -207 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,631 shares; 2024Q4: 468,217 shares; 2025Q1: 443,128 shares; 2025Q2: 395,558 shares; 2025Q3: 348,985 shares; 2025Q4: 411,194 shares; 2026Q1: 453,071 shares 453,071 $4.07M 0.01% +41,877 Timeline VOX 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: 28,571 shares; 2024Q4: 29,104 shares; 2025Q1: 31,103 shares; 2025Q2: 28,535 shares; 2025Q3: 27,386 shares; 2025Q4: 25,962 shares; 2026Q1: 22,600 shares 22,600 $4.06M 0.01% -3,362 Timeline VCEB 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: 32,054 shares; 2024Q4: 32,594 shares; 2025Q1: 32,176 shares; 2025Q2: 33,191 shares; 2025Q3: 35,911 shares; 2025Q4: 47,569 shares; 2026Q1: 64,640 shares 64,640 $4.06M 0.01% +17,071 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,045 shares; 2024Q4: 18,094 shares; 2025Q1: 18,911 shares; 2025Q2: 20,272 shares; 2025Q3: 21,715 shares; 2025Q4: 21,987 shares; 2026Q1: 20,444 shares 20,444 $4.05M 0.01% -1,543 Timeline IPKW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,174 shares; 2024Q4: 16,653 shares; 2025Q1: 18,542 shares; 2025Q2: 18,962 shares; 2025Q3: 30,942 shares; 2025Q4: 65,637 shares; 2026Q1: 72,062 shares 72,062 $4.05M 0.01% +6,425 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 2,807 shares; 2025Q1: 3,222 shares; 2025Q2: 3,550 shares; 2025Q3: 3,410 shares; 2025Q4: 3,458 shares; 2026Q1: 3,508 shares 3,508 $4.05M 0.01% +50 SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,400 shares; 2025Q3: 6,649 shares; 2025Q4: 131,123 shares; 2026Q1: 133,417 shares 133,417 $4.04M 0.01% +2,294 Timeline NKTR NEKTAR THERAPEUTICS More: the full row for NEKTAR THERAPEUTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,082 shares; 2025Q3: 46,636 shares; 2025Q4: 53,713 shares; 2026Q1: 56,055 shares 56,055 $4.03M 0.01% +2,342 Timeline FLDR 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: 54,043 shares; 2024Q4: 77,895 shares; 2025Q1: 73,229 shares; 2025Q2: 71,862 shares; 2025Q3: 64,379 shares; 2025Q4: 60,002 shares; 2026Q1: 80,172 shares 80,172 $4.01M 0.01% +20,170 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,841 shares; 2024Q4: 35,171 shares; 2025Q1: 30,263 shares; 2025Q2: 33,461 shares; 2025Q3: 34,205 shares; 2025Q4: 29,604 shares; 2026Q1: 31,740 shares 31,740 $4.01M 0.01% +2,136 Timeline BDYN 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: 137,986 shares; 2025Q4: 174,844 shares; 2026Q1: 164,237 shares 164,237 $3.99M 0.01% -10,607 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,496 shares; 2024Q4: 54,330 shares; 2025Q1: 42,330 shares; 2025Q2: 38,222 shares; 2025Q3: 40,535 shares; 2025Q4: 44,038 shares; 2026Q1: 41,086 shares 41,086 $3.99M 0.01% -2,952 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,640 shares; 2024Q4: 13,977 shares; 2025Q1: 19,710 shares; 2025Q2: 18,289 shares; 2025Q3: 19,218 shares; 2025Q4: 22,514 shares; 2026Q1: 24,601 shares 24,601 $3.99M 0.01% +2,087 Timeline SMDV 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: 61,639 shares; 2024Q4: 61,692 shares; 2025Q1: 56,011 shares; 2025Q2: 54,029 shares; 2025Q3: 54,412 shares; 2025Q4: 43,564 shares; 2026Q1: 57,824 shares 57,824 $3.98M 0.01% +14,260 Timeline TFLR 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: 10,259 shares; 2024Q4: 16,014 shares; 2025Q1: 31,385 shares; 2025Q2: 46,565 shares; 2025Q3: 48,458 shares; 2025Q4: 49,148 shares; 2026Q1: 78,931 shares 78,931 $3.98M 0.01% +29,783 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,942 shares; 2024Q4: 69,425 shares; 2025Q1: 62,135 shares; 2025Q2: 64,894 shares; 2025Q3: 72,547 shares; 2025Q4: 72,299 shares; 2026Q1: 79,219 shares 79,219 $3.97M 0.01% +6,920 Timeline NJUL 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: 65,767 shares; 2024Q4: 65,929 shares; 2025Q1: 64,953 shares; 2025Q2: 61,135 shares; 2025Q3: 64,661 shares; 2025Q4: 64,700 shares; 2026Q1: 55,397 shares 55,397 $3.96M 0.01% -9,303 Timeline TCHP 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: 128,424 shares; 2024Q4: 114,013 shares; 2025Q1: 96,337 shares; 2025Q2: 99,201 shares; 2025Q3: 81,753 shares; 2025Q4: 86,520 shares; 2026Q1: 89,245 shares 89,245 $3.94M 0.01% +2,725 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,281 shares; 2024Q4: 24,674 shares; 2025Q1: 32,751 shares; 2025Q2: 31,735 shares; 2025Q3: 30,662 shares; 2025Q4: 23,474 shares; 2026Q1: 25,064 shares 25,064 $3.94M 0.01% +1,590 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 6,774 shares; 2025Q1: 5,384 shares; 2025Q2: 5,029 shares; 2025Q3: 6,030 shares; 2025Q4: 6,098 shares; 2026Q1: 7,537 shares 7,537 $3.94M 0.01% +1,439 Timeline OCTT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,479 shares; 2026Q1: 93,036 shares 93,036 $3.94M 0.01% -1,443 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125,666 shares; 2025Q3: 120,105 shares; 2025Q4: 110,703 shares; 2026Q1: 103,489 shares 103,489 $3.93M 0.01% -7,214 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 14,745 shares; 2025Q1: 13,491 shares; 2025Q2: 18,235 shares; 2025Q3: 17,206 shares; 2025Q4: 15,706 shares; 2026Q1: 165,374 shares 165,374 $3.93M 0.01% +149,668 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,807 shares; 2024Q4: 33,173 shares; 2025Q1: 34,801 shares; 2025Q2: 35,005 shares; 2025Q3: 35,824 shares; 2025Q4: 35,185 shares; 2026Q1: 35,310 shares 35,310 $3.93M 0.01% +125 Timeline LCTU 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: 64,932 shares; 2024Q4: 62,279 shares; 2025Q1: 61,155 shares; 2025Q2: 66,290 shares; 2025Q3: 65,042 shares; 2025Q4: 63,755 shares; 2026Q1: 55,949 shares 55,949 $3.92M 0.01% -7,806 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,447 shares; 2024Q4: 30,512 shares; 2025Q1: 28,216 shares; 2025Q2: 33,330 shares; 2025Q3: 46,132 shares; 2025Q4: 36,370 shares; 2026Q1: 43,555 shares 43,555 $3.92M 0.01% +7,185 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,158 shares; 2025Q3: 112,281 shares; 2025Q4: 114,918 shares; 2026Q1: 139,996 shares 139,996 $3.91M 0.01% +25,078 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,556 shares; 2024Q4: 173,963 shares; 2025Q1: 144,174 shares; 2025Q2: 94,460 shares; 2025Q3: 83,508 shares; 2025Q4: 82,114 shares; 2026Q1: 80,661 shares 80,661 $3.91M 0.01% -1,453 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,582 shares; 2024Q4: 198,913 shares; 2025Q1: 111,556 shares; 2025Q2: 106,947 shares; 2025Q3: 90,390 shares; 2025Q4: 69,064 shares; 2026Q1: 47,794 shares 47,794 $3.91M 0.01% -21,270 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,280 shares; 2024Q4: 26,909 shares; 2025Q1: 25,226 shares; 2025Q2: 25,712 shares; 2025Q3: 36,555 shares; 2025Q4: 34,145 shares; 2026Q1: 36,537 shares 36,537 $3.9M 0.01% +2,392 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,309 shares; 2024Q4: 14,563 shares; 2025Q1: 16,491 shares; 2025Q2: 18,660 shares; 2025Q3: 20,046 shares; 2025Q4: 19,841 shares; 2026Q1: 24,473 shares 24,473 $3.88M 0.01% +4,632 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,753 shares; 2024Q4: 26,860 shares; 2025Q1: 42,978 shares; 2025Q2: 46,247 shares; 2025Q3: 47,253 shares; 2025Q4: 42,607 shares; 2026Q1: 50,076 shares 50,076 $3.86M 0.01% +7,469 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,905 shares; 2024Q4: 277,393 shares; 2025Q1: 258,649 shares; 2025Q2: 265,957 shares; 2025Q3: 236,438 shares; 2025Q4: 237,001 shares; 2026Q1: 243,074 shares 243,074 $3.86M 0.01% +6,073 Timeline VRP 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: 277,661 shares; 2024Q4: 248,549 shares; 2025Q1: 213,592 shares; 2025Q2: 103,903 shares; 2025Q3: 114,899 shares; 2025Q4: 126,351 shares; 2026Q1: 160,983 shares 160,983 $3.86M 0.01% +34,632 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,448 shares; 2024Q4: 112,157 shares; 2025Q1: 160,094 shares; 2025Q2: 123,930 shares; 2025Q3: 142,448 shares; 2025Q4: 135,649 shares; 2026Q1: 133,843 shares 133,843 $3.86M 0.01% -1,806 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,893 shares; 2024Q4: 9,251 shares; 2025Q1: 8,767 shares; 2025Q2: 8,901 shares; 2025Q3: 12,069 shares; 2025Q4: 18,417 shares; 2026Q1: 32,603 shares 32,603 $3.86M 0.01% +14,186 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,720 shares; 2026Q1: 33,199 shares 33,199 $3.83M 0.01% -3,521 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,577 shares; 2025Q1: 22,549 shares; 2025Q2: 37,678 shares; 2025Q3: 64,168 shares; 2025Q4: 163,768 shares; 2026Q1: 111,663 shares 111,663 $3.82M 0.01% -52,105 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,360 shares; 2024Q4: 14,522 shares; 2025Q1: 15,534 shares; 2025Q2: 62,777 shares; 2025Q3: 62,400 shares; 2025Q4: 59,499 shares; 2026Q1: 91,588 shares 91,588 $3.82M 0.01% +32,089 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 22,786 shares; 2025Q1: 27,215 shares; 2025Q2: 28,712 shares; 2025Q3: 30,569 shares; 2025Q4: 30,654 shares; 2026Q1: 31,871 shares 31,871 $3.81M 0.01% +1,217 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 24,064 shares; 2025Q2: 31,176 shares; 2025Q3: 33,501 shares; 2025Q4: 122,508 shares; 2026Q1: 137,458 shares 137,458 $3.79M 0.01% +14,950 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,997 shares; 2024Q4: 47,067 shares; 2025Q1: 46,717 shares; 2025Q2: 46,894 shares; 2025Q3: 47,035 shares; 2025Q4: 45,649 shares; 2026Q1: 46,225 shares 46,225 $3.79M 0.01% +576 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,480 shares; 2024Q4: 19,945 shares; 2025Q1: 26,265 shares; 2025Q2: 26,716 shares; 2025Q3: 26,829 shares; 2025Q4: 31,203 shares; 2026Q1: 33,637 shares 33,637 $3.78M 0.01% +2,434 Timeline NNOV 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: 152,375 shares; 2025Q1: 143,141 shares; 2025Q2: 136,870 shares; 2025Q3: 133,465 shares; 2025Q4: 143,211 shares; 2026Q1: 135,394 shares 135,394 $3.77M 0.01% -7,817 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,423 shares; 2024Q4: 3,731 shares; 2025Q1: 3,823 shares; 2025Q2: 3,147 shares; 2025Q3: 3,224 shares; 2025Q4: 4,251 shares; 2026Q1: 21,424 shares 21,424 $3.77M 0.01% +17,173 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,949 shares; 2024Q4: 126,336 shares; 2025Q1: 211,504 shares; 2025Q2: 174,147 shares; 2025Q3: 188,824 shares; 2025Q4: 166,724 shares; 2026Q1: 162,339 shares 162,339 $3.74M 0.01% -4,385 Timeline FAD 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: 5,288 shares; 2024Q4: 7,048 shares; 2025Q1: 9,993 shares; 2025Q2: 9,956 shares; 2025Q3: 10,751 shares; 2025Q4: 12,523 shares; 2026Q1: 23,551 shares 23,551 $3.74M 0.01% +11,028 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,153 shares; 2024Q4: 13,511 shares; 2025Q1: 13,376 shares; 2025Q2: 12,366 shares; 2025Q3: 13,007 shares; 2025Q4: 12,163 shares; 2026Q1: 17,274 shares 17,274 $3.74M 0.01% +5,111 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,548 shares; 2025Q1: 5,315 shares; 2025Q2: 8,584 shares; 2025Q3: 9,389 shares; 2025Q4: 9,777 shares; 2026Q1: 9,841 shares 9,841 $3.74M 0.01% +64 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 9,367 shares; 2025Q1: 2,385 shares; 2025Q2: 2,205 shares; 2025Q3: 2,400 shares; 2025Q4: 3,116 shares; 2026Q1: 3,416 shares 3,416 $3.73M 0.01% +300 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,344 shares; 2024Q4: 4,330 shares; 2025Q1: 3,920 shares; 2025Q2: 3,905 shares; 2025Q3: 4,021 shares; 2025Q4: 4,890 shares; 2026Q1: 4,832 shares 4,832 $3.73M 0.01% -58 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,170 shares; 2024Q4: 160,343 shares; 2025Q1: 175,196 shares; 2025Q2: 196,833 shares; 2025Q3: 186,174 shares; 2025Q4: 215,079 shares; 2026Q1: 200,244 shares 200,244 $3.73M 0.01% -14,835 Timeline RWO 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: 60,289 shares; 2024Q4: 64,382 shares; 2025Q1: 69,156 shares; 2025Q2: 70,050 shares; 2025Q3: 70,969 shares; 2025Q4: 72,560 shares; 2026Q1: 81,435 shares 81,435 $3.73M 0.01% +8,875 Timeline IGLB 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: 61,584 shares; 2024Q4: 121,924 shares; 2025Q1: 25,094 shares; 2025Q2: 24,649 shares; 2025Q3: 78,144 shares; 2025Q4: 83,551 shares; 2026Q1: 75,003 shares 75,003 $3.72M 0.01% -8,548 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,112 shares; 2024Q4: 40,100 shares; 2025Q1: 28,684 shares; 2025Q2: 26,661 shares; 2025Q3: 29,631 shares; 2025Q4: 33,193 shares; 2026Q1: 51,868 shares 51,868 $3.72M 0.01% +18,675 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,904 shares; 2025Q2: 21,740 shares; 2025Q3: 38,763 shares; 2025Q4: 56,409 shares; 2026Q1: 49,125 shares 49,125 $3.72M 0.01% -7,284 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,243 shares; 2024Q4: 26,924 shares; 2025Q1: 36,898 shares; 2025Q2: 47,861 shares; 2025Q3: 41,177 shares; 2025Q4: 42,379 shares; 2026Q1: 45,078 shares 45,078 $3.72M 0.01% +2,699 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 20,718 shares; 2025Q1: 20,289 shares; 2025Q2: 20,163 shares; 2025Q3: 28,050 shares; 2025Q4: 25,761 shares; 2026Q1: 27,456 shares 27,456 $3.71M 0.01% +1,695 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,631 shares; 2024Q4: 66,115 shares; 2025Q1: 76,952 shares; 2025Q2: 77,789 shares; 2025Q3: 71,160 shares; 2025Q4: 69,243 shares; 2026Q1: 69,547 shares 69,547 $3.71M 0.01% +304 Timeline YJUN 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: 100,317 shares; 2024Q4: 105,934 shares; 2025Q1: 101,463 shares; 2025Q2: 94,166 shares; 2025Q3: 162,446 shares; 2025Q4: 154,288 shares; 2026Q1: 143,700 shares 143,700 $3.7M 0.01% -10,588 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,739 shares; 2024Q4: 33,392 shares; 2025Q1: 27,872 shares; 2025Q2: 26,382 shares; 2025Q3: 29,542 shares; 2025Q4: 36,923 shares; 2026Q1: 55,939 shares 55,939 $3.7M 0.01% +19,016 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,942 shares; 2024Q4: 13,303 shares; 2025Q1: 14,489 shares; 2025Q2: 12,677 shares; 2025Q3: 14,145 shares; 2025Q4: 18,348 shares; 2026Q1: 18,814 shares 18,814 $3.69M 0.01% +466 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,183 shares; 2024Q4: 41,787 shares; 2025Q1: 33,676 shares; 2025Q2: 29,782 shares; 2025Q3: 37,682 shares; 2025Q4: 58,586 shares; 2026Q1: 48,898 shares 48,898 $3.68M 0.01% -9,688 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,065 shares; 2024Q4: 82,107 shares; 2025Q1: 81,740 shares; 2025Q2: 92,782 shares; 2025Q3: 96,204 shares; 2025Q4: 102,223 shares; 2026Q1: 115,153 shares 115,153 $3.68M 0.01% +12,930 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,387 shares; 2025Q3: 62,942 shares; 2025Q4: 59,457 shares; 2026Q1: 58,376 shares 58,376 $3.67M 0.01% -1,081 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,992 shares; 2024Q4: 76,362 shares; 2025Q1: 86,657 shares; 2025Q2: 112,216 shares; 2025Q3: 190,239 shares; 2025Q4: 98,719 shares; 2026Q1: 101,346 shares 101,346 $3.67M 0.01% +2,627 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 5,350 shares; 2025Q1: 5,599 shares; 2025Q2: 6,321 shares; 2025Q3: 2,511 shares; 2025Q4: 3,461 shares; 2026Q1: 3,739 shares 3,739 $3.67M 0.01% +278 Timeline FLBL 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: 79,734 shares; 2024Q4: 86,415 shares; 2025Q1: 99,757 shares; 2025Q2: 143,218 shares; 2025Q3: 153,634 shares; 2025Q4: 154,670 shares; 2026Q1: 159,310 shares 159,310 $3.66M 0.01% +4,640 Timeline FELV 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: 73,608 shares; 2024Q4: 87,393 shares; 2025Q1: 100,874 shares; 2025Q2: 107,080 shares; 2025Q3: 106,644 shares; 2025Q4: 97,342 shares; 2026Q1: 104,938 shares 104,938 $3.66M 0.01% +7,596 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,820 shares; 2025Q3: 19,230 shares; 2025Q4: 28,778 shares; 2026Q1: 38,316 shares 38,316 $3.66M 0.01% +9,538 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,151 shares; 2024Q4: 15,536 shares; 2025Q1: 16,231 shares; 2025Q2: 15,590 shares; 2025Q3: 15,603 shares; 2025Q4: 16,247 shares; 2026Q1: 17,533 shares 17,533 $3.65M 0.01% +1,286 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,256 shares; 2024Q4: 36,316 shares; 2025Q1: 41,929 shares; 2025Q2: 51,011 shares; 2025Q3: 79,983 shares; 2025Q4: 77,746 shares; 2026Q1: 75,665 shares 75,665 $3.65M 0.01% -2,081 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,744 shares; 2024Q4: 81,554 shares; 2025Q1: 92,272 shares; 2025Q2: 96,736 shares; 2025Q3: 101,151 shares; 2025Q4: 94,771 shares; 2026Q1: 90,586 shares 90,586 $3.65M 0.01% -4,185 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,781 shares; 2024Q4: 74,235 shares; 2025Q1: 75,890 shares; 2025Q2: 49,990 shares; 2025Q3: 56,876 shares; 2025Q4: 48,973 shares; 2026Q1: 53,274 shares 53,274 $3.65M 0.01% +4,301 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,800 shares; 2024Q4: 55,419 shares; 2025Q1: 45,986 shares; 2025Q2: 44,570 shares; 2025Q3: 39,383 shares; 2025Q4: 31,530 shares; 2026Q1: 30,836 shares 30,836 $3.65M 0.01% -694 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 15,374 shares; 2025Q4: 29,952 shares; 2026Q1: 133,754 shares 133,754 $3.64M 0.01% +103,802 Timeline PFXF 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: 166,982 shares; 2024Q4: 162,170 shares; 2025Q1: 163,490 shares; 2025Q2: 163,622 shares; 2025Q3: 193,234 shares; 2025Q4: 204,822 shares; 2026Q1: 207,164 shares 207,164 $3.63M 0.01% +2,342 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,271 shares; 2024Q4: 62,454 shares; 2025Q1: 71,333 shares; 2025Q2: 75,236 shares; 2025Q3: 78,608 shares; 2025Q4: 75,784 shares; 2026Q1: 71,565 shares 71,565 $3.62M 0.01% -4,219 Timeline YEAR 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: 339,634 shares; 2024Q4: 148,902 shares; 2025Q1: 69,807 shares; 2025Q2: 63,649 shares; 2025Q3: 73,722 shares; 2025Q4: 77,200 shares; 2026Q1: 71,755 shares 71,755 $3.62M 0.01% -5,445 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,460 shares; 2024Q4: 13,349 shares; 2025Q1: 13,578 shares; 2025Q2: 14,544 shares; 2025Q3: 17,420 shares; 2025Q4: 20,995 shares; 2026Q1: 22,831 shares 22,831 $3.62M 0.01% +1,836 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,060 shares; 2024Q4: 15,724 shares; 2025Q1: 14,311 shares; 2025Q2: 15,491 shares; 2025Q3: 15,477 shares; 2025Q4: 16,029 shares; 2026Q1: 17,043 shares 17,043 $3.62M 0.01% +1,014 Timeline IBND 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: 24,092 shares; 2024Q4: 40,234 shares; 2025Q1: 20,298 shares; 2025Q2: 51,011 shares; 2025Q3: 64,246 shares; 2025Q4: 62,635 shares; 2026Q1: 116,318 shares 116,318 $3.62M 0.01% +53,683 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,443 shares; 2024Q4: 17,903 shares; 2025Q1: 19,629 shares; 2025Q2: 19,759 shares; 2025Q3: 13,606 shares; 2025Q4: 27,075 shares; 2026Q1: 60,971 shares 60,971 $3.61M 0.01% +33,896 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,821 shares; 2024Q4: 122,316 shares; 2025Q1: 201,210 shares; 2025Q2: 230,009 shares; 2025Q3: 358,517 shares; 2025Q4: 410,070 shares; 2026Q1: 596,499 shares 596,499 $3.61M 0.01% +186,429 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,318 shares; 2024Q4: 36,430 shares; 2025Q1: 35,499 shares; 2025Q2: 32,439 shares; 2025Q3: 30,233 shares; 2025Q4: 32,846 shares; 2026Q1: 38,541 shares 38,541 $3.59M 0.01% +5,695 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 95,765 shares; 2025Q1: 92,975 shares; 2025Q2: 108,096 shares; 2025Q3: 214,995 shares; 2025Q4: 218,872 shares; 2026Q1: 226,456 shares 226,456 $3.58M 0.01% +7,584 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,741 shares; 2024Q4: 75,390 shares; 2025Q1: 80,385 shares; 2025Q2: 69,604 shares; 2025Q3: 78,463 shares; 2025Q4: 100,002 shares; 2026Q1: 77,942 shares 77,942 $3.57M 0.01% -22,060 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 199,174 shares; 2025Q1: 186,883 shares; 2025Q2: 191,992 shares; 2025Q3: 221,214 shares; 2025Q4: 185,440 shares; 2026Q1: 156,713 shares 156,713 $3.57M 0.01% -28,727 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,484 shares; 2024Q4: 10,439 shares; 2025Q1: 36,157 shares; 2025Q2: 42,353 shares; 2025Q3: 48,294 shares; 2025Q4: 83,209 shares; 2026Q1: 103,292 shares 103,292 $3.57M 0.01% +20,083 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,207 shares; 2026Q1: 46,819 shares 46,819 $3.57M 0.01% +15,612 Timeline SDIV 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: 83,100 shares; 2024Q4: 89,296 shares; 2025Q1: 116,390 shares; 2025Q2: 120,288 shares; 2025Q3: 115,428 shares; 2025Q4: 123,465 shares; 2026Q1: 141,069 shares 141,069 $3.56M 0.01% +17,604 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,949 shares; 2024Q4: 41,738 shares; 2025Q1: 41,159 shares; 2025Q2: 78,615 shares; 2025Q3: 81,550 shares; 2025Q4: 81,367 shares; 2026Q1: 84,038 shares 84,038 $3.56M 0.01% +2,671 Timeline TAXF 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: 95,339 shares; 2024Q4: 91,425 shares; 2025Q1: 85,518 shares; 2025Q2: 82,489 shares; 2025Q3: 80,667 shares; 2025Q4: 70,447 shares; 2026Q1: 71,064 shares 71,064 $3.56M 0.01% +617 Timeline CCIF CARLYLE CREDIT INCOME FUND More: the full row for CARLYLE CREDIT INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,378 shares; 2024Q4: 478,099 shares; 2025Q1: 494,708 shares; 2025Q2: 531,744 shares; 2025Q3: 421,303 shares; 2025Q4: 407,234 shares; 2026Q1: 1,107,342 shares 1,107,342 $3.56M 0.01% +700,108 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,851 shares; 2024Q4: 69,125 shares; 2025Q1: 94,565 shares; 2025Q2: 190,811 shares; 2025Q3: 214,953 shares; 2025Q4: 205,304 shares; 2026Q1: 149,740 shares 149,740 $3.55M 0.01% -55,564 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,300 shares; 2024Q4: 269,094 shares; 2025Q1: 272,239 shares; 2025Q2: 238,321 shares; 2025Q3: 252,149 shares; 2025Q4: 256,548 shares; 2026Q1: 259,366 shares 259,366 $3.55M 0.01% +2,818 Timeline TPIF 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: 42,620 shares; 2024Q4: 48,709 shares; 2025Q1: 47,328 shares; 2025Q2: 69,995 shares; 2025Q3: 77,773 shares; 2025Q4: 80,293 shares; 2026Q1: 98,184 shares 98,184 $3.54M 0.01% +17,891 Timeline IXC 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: 100,692 shares; 2024Q4: 78,036 shares; 2025Q1: 55,210 shares; 2025Q2: 49,556 shares; 2025Q3: 82,121 shares; 2025Q4: 69,000 shares; 2026Q1: 61,161 shares 61,161 $3.52M 0.01% -7,839 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723 shares; 2024Q4: 1,748 shares; 2025Q1: 1,743 shares; 2025Q2: 1,654 shares; 2025Q3: 1,776 shares; 2025Q4: 1,904 shares; 2026Q1: 1,840 shares 1,840 $3.52M 0.01% -64 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,709 shares; 2024Q4: 12,613 shares; 2025Q1: 13,789 shares; 2025Q2: 14,461 shares; 2025Q3: 14,934 shares; 2025Q4: 13,542 shares; 2026Q1: 14,189 shares 14,189 $3.5M 0.01% +647 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,518 shares; 2024Q4: 139,362 shares; 2025Q1: 95,085 shares; 2025Q2: 94,382 shares; 2025Q3: 98,403 shares; 2025Q4: 97,452 shares; 2026Q1: 98,730 shares 98,730 $3.5M 0.01% +1,278 Timeline FNCL 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: 51,625 shares; 2024Q4: 50,759 shares; 2025Q1: 49,171 shares; 2025Q2: 50,949 shares; 2025Q3: 49,900 shares; 2025Q4: 64,225 shares; 2026Q1: 49,806 shares 49,806 $3.5M 0.01% -14,419 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,699 shares; 2024Q4: 44,521 shares; 2025Q1: 34,561 shares; 2025Q2: 36,339 shares; 2025Q3: 41,000 shares; 2025Q4: 35,437 shares; 2026Q1: 31,156 shares 31,156 $3.47M 0.01% -4,281 Timeline DJUL 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: 58,563 shares; 2024Q4: 53,670 shares; 2025Q1: 51,088 shares; 2025Q2: 49,907 shares; 2025Q3: 81,218 shares; 2025Q4: 80,343 shares; 2026Q1: 74,263 shares 74,263 $3.47M 0.01% -6,080 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,490 shares; 2025Q1: 13,906 shares; 2025Q2: 23,010 shares; 2025Q3: 29,621 shares; 2025Q4: 25,727 shares; 2026Q1: 31,663 shares 31,663 $3.47M 0.01% +5,936 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,535 shares; 2024Q4: 7,263 shares; 2025Q1: 35,839 shares; 2025Q2: 96,540 shares; 2025Q3: 98,233 shares; 2025Q4: 98,634 shares; 2026Q1: 95,551 shares 95,551 $3.47M 0.01% -3,083 Timeline MODL 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: 8,659 shares; 2024Q4: 8,459 shares; 2025Q1: 8,175 shares; 2025Q2: 8,283 shares; 2025Q3: 9,230 shares; 2025Q4: 72,913 shares; 2026Q1: 77,273 shares 77,273 $3.45M 0.01% +4,360 Timeline ACWV 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: 40,167 shares; 2024Q4: 39,665 shares; 2025Q1: 37,946 shares; 2025Q2: 35,307 shares; 2025Q3: 29,334 shares; 2025Q4: 28,714 shares; 2026Q1: 28,860 shares 28,860 $3.45M 0.01% +146 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,527 shares; 2024Q4: 94,089 shares; 2025Q1: 93,387 shares; 2025Q2: 92,119 shares; 2025Q3: 88,111 shares; 2025Q4: 85,240 shares; 2026Q1: 84,510 shares 84,510 $3.45M 0.01% -730 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,028 shares; 2024Q4: 59,857 shares; 2025Q1: 55,375 shares; 2025Q2: 48,311 shares; 2025Q3: 56,667 shares; 2025Q4: 64,326 shares; 2026Q1: 68,367 shares 68,367 $3.44M 0.01% +4,041 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,810 shares; 2024Q4: 43,656 shares; 2025Q1: 45,062 shares; 2025Q2: 41,294 shares; 2025Q3: 42,388 shares; 2025Q4: 71,066 shares; 2026Q1: 68,941 shares 68,941 $3.44M 0.01% -2,125 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 6,328 shares; 2025Q2: 17,103 shares; 2025Q3: 90,723 shares; 2025Q4: 97,026 shares; 2026Q1: 97,641 shares 97,641 $3.44M 0.01% +615 Timeline QJUN 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: 164,246 shares; 2024Q4: 137,876 shares; 2025Q1: 130,328 shares; 2025Q2: 118,785 shares; 2025Q3: 126,014 shares; 2025Q4: 117,852 shares; 2026Q1: 109,536 shares 109,536 $3.42M 0.01% -8,316 Timeline SJNK 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: 63,097 shares; 2024Q4: 136,539 shares; 2025Q1: 61,751 shares; 2025Q2: 49,584 shares; 2025Q3: 46,821 shares; 2025Q4: 88,803 shares; 2026Q1: 136,869 shares 136,869 $3.42M 0.01% +48,066 Timeline SMIG 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: 34,041 shares; 2024Q4: 42,000 shares; 2025Q1: 71,870 shares; 2025Q2: 79,749 shares; 2025Q3: 120,523 shares; 2025Q4: 118,118 shares; 2026Q1: 116,444 shares 116,444 $3.42M 0.01% -1,674 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,190 shares; 2024Q4: 20,254 shares; 2025Q1: 19,589 shares; 2025Q2: 23,785 shares; 2025Q3: 25,627 shares; 2025Q4: 32,380 shares; 2026Q1: 40,129 shares 40,129 $3.42M 0.01% +7,749 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,262 shares; 2024Q4: 46,115 shares; 2025Q1: 46,708 shares; 2025Q2: 45,082 shares; 2025Q3: 48,328 shares; 2025Q4: 49,795 shares; 2026Q1: 49,170 shares 49,170 $3.41M 0.01% -625 Timeline TDVG 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: 29,912 shares; 2024Q4: 31,899 shares; 2025Q1: 50,670 shares; 2025Q2: 57,224 shares; 2025Q3: 59,002 shares; 2025Q4: 69,965 shares; 2026Q1: 76,479 shares 76,479 $3.41M 0.01% +6,514 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,234 shares; 2024Q4: 91,741 shares; 2025Q1: 93,097 shares; 2025Q2: 94,435 shares; 2025Q3: 99,160 shares; 2025Q4: 87,556 shares; 2026Q1: 87,738 shares 87,738 $3.41M 0.01% +182 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,030 shares; 2024Q4: 84,619 shares; 2025Q1: 84,795 shares; 2025Q2: 60,860 shares; 2025Q3: 57,444 shares; 2025Q4: 55,832 shares; 2026Q1: 60,976 shares 60,976 $3.41M 0.01% +5,144 Timeline FVAL 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: 36,719 shares; 2024Q4: 37,650 shares; 2025Q1: 34,601 shares; 2025Q2: 43,647 shares; 2025Q3: 43,495 shares; 2025Q4: 45,262 shares; 2026Q1: 49,016 shares 49,016 $3.4M 0.01% +3,754 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,602 shares; 2025Q4: 27,375 shares; 2026Q1: 40,103 shares 40,103 $3.4M 0.01% +12,728 Timeline SPBW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,253 shares; 2025Q3: 51,572 shares; 2025Q4: 57,208 shares; 2026Q1: 124,727 shares 124,727 $3.4M 0.01% +67,519 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,849 shares; 2024Q4: 38,891 shares; 2025Q1: 41,213 shares; 2025Q2: 38,430 shares; 2025Q3: 44,746 shares; 2025Q4: 44,091 shares; 2026Q1: 48,883 shares 48,883 $3.39M 0.01% +4,792 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,328 shares; 2024Q4: 160,333 shares; 2025Q1: 120,099 shares; 2025Q2: 115,224 shares; 2025Q3: 118,017 shares; 2025Q4: 124,247 shares; 2026Q1: 141,959 shares 141,959 $3.38M 0.01% +17,712 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,809 shares; 2024Q4: 48,313 shares; 2025Q1: 48,199 shares; 2025Q2: 53,930 shares; 2025Q3: 75,021 shares; 2025Q4: 64,365 shares; 2026Q1: 53,823 shares 53,823 $3.38M 0.01% -10,542 Timeline FAUG 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: 101,517 shares; 2024Q4: 97,569 shares; 2025Q1: 93,686 shares; 2025Q2: 61,293 shares; 2025Q3: 67,970 shares; 2025Q4: 65,467 shares; 2026Q1: 64,902 shares 64,902 $3.36M 0.01% -565 Timeline GOLY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,692 shares; 2025Q3: 90,623 shares; 2025Q4: 94,365 shares; 2026Q1: 114,083 shares 114,083 $3.36M 0.01% +19,718 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,537 shares; 2024Q4: 54,528 shares; 2025Q1: 66,981 shares; 2025Q2: 76,016 shares; 2025Q3: 77,642 shares; 2025Q4: 101,695 shares; 2026Q1: 116,581 shares 116,581 $3.35M 0.01% +14,886 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,779 shares; 2024Q4: 19,514 shares; 2025Q1: 23,671 shares; 2025Q2: 22,108 shares; 2025Q3: 28,267 shares; 2025Q4: 30,024 shares; 2026Q1: 50,457 shares 50,457 $3.35M 0.01% +20,433 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,951 shares; 2024Q4: 69,602 shares; 2025Q1: 63,931 shares; 2025Q2: 67,056 shares; 2025Q3: 81,377 shares; 2025Q4: 69,871 shares; 2026Q1: 67,142 shares 67,142 $3.34M 0.01% -2,729 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,836 shares; 2024Q4: 23,993 shares; 2025Q1: 22,864 shares; 2025Q2: 29,555 shares; 2025Q3: 31,463 shares; 2025Q4: 39,716 shares; 2026Q1: 41,402 shares 41,402 $3.33M 0.01% +1,686 Timeline DFGX 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: 4,983 shares; 2024Q4: 4,648 shares; 2025Q1: 4,976 shares; 2025Q2: 12,631 shares; 2025Q3: 15,211 shares; 2025Q4: 36,048 shares; 2026Q1: 63,461 shares 63,461 $3.33M 0.01% +27,413 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,443 shares; 2024Q4: 23,934 shares; 2025Q1: 20,708 shares; 2025Q2: 21,355 shares; 2025Q3: 22,054 shares; 2025Q4: 20,494 shares; 2026Q1: 23,717 shares 23,717 $3.33M 0.01% +3,223 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,812 shares; 2024Q4: 215,606 shares; 2025Q1: 170,890 shares; 2025Q2: 170,863 shares; 2025Q3: 196,439 shares; 2025Q4: 183,728 shares; 2026Q1: 180,781 shares 180,781 $3.31M 0.01% -2,947 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 6,968 shares; 2025Q1: 9,179 shares; 2025Q2: 1,891 shares; 2025Q3: 1,982 shares; 2025Q4: 3,793 shares; 2026Q1: 5,575 shares 5,575 $3.31M 0.01% +1,782 Timeline EMLC 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: 67,491 shares; 2024Q4: 81,016 shares; 2025Q1: 81,304 shares; 2025Q2: 74,099 shares; 2025Q3: 74,739 shares; 2025Q4: 134,007 shares; 2026Q1: 130,929 shares 130,929 $3.29M 0.01% -3,078 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,985 shares; 2024Q4: 106,094 shares; 2025Q1: 60,937 shares; 2025Q2: 59,090 shares; 2025Q3: 56,013 shares; 2025Q4: 59,396 shares; 2026Q1: 61,553 shares 61,553 $3.29M 0.01% +2,157 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,484 shares; 2024Q4: 72,207 shares; 2025Q1: 71,529 shares; 2025Q2: 75,590 shares; 2025Q3: 61,880 shares; 2025Q4: 60,732 shares; 2026Q1: 59,405 shares 59,405 $3.28M 0.01% -1,327 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,666 shares; 2024Q4: 133,031 shares; 2025Q1: 130,802 shares; 2025Q2: 263,133 shares; 2025Q3: 267,898 shares; 2025Q4: 228,329 shares; 2026Q1: 191,272 shares 191,272 $3.28M 0.01% -37,057 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,538 shares; 2024Q4: 101,289 shares; 2025Q1: 94,962 shares; 2025Q2: 122,128 shares; 2025Q3: 124,171 shares; 2025Q4: 120,572 shares; 2026Q1: 83,840 shares 83,840 $3.27M 0.01% -36,732 Timeline SDS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,334 shares 43,334 $3.26M 0.01% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,828 shares; 2024Q4: 137,030 shares; 2025Q1: 124,039 shares; 2025Q2: 128,171 shares; 2025Q3: 23,417 shares; 2025Q4: 44,751 shares; 2026Q1: 66,861 shares 66,861 $3.26M 0.01% +22,110 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,322 shares; 2024Q4: 446,237 shares; 2025Q1: 481,711 shares; 2025Q2: 471,113 shares; 2025Q3: 456,630 shares; 2025Q4: 423,675 shares; 2026Q1: 431,675 shares 431,675 $3.25M 0.01% +8,000 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 21,629 shares; 2025Q1: 20,839 shares; 2025Q2: 23,476 shares; 2025Q3: 28,686 shares; 2025Q4: 30,132 shares; 2026Q1: 25,531 shares 25,531 $3.25M 0.01% -4,601 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,984 shares; 2024Q4: 153,798 shares; 2025Q1: 164,392 shares; 2025Q2: 184,590 shares; 2025Q3: 209,557 shares; 2025Q4: 214,349 shares; 2026Q1: 229,609 shares 229,609 $3.24M 0.01% +15,260 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 15,252 shares; 2025Q1: 18,603 shares; 2025Q2: 16,273 shares; 2025Q3: 30,258 shares; 2025Q4: 29,617 shares; 2026Q1: 49,731 shares 49,731 $3.24M 0.01% +20,114 Timeline SCHY 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: 74,397 shares; 2024Q4: 72,680 shares; 2025Q1: 71,776 shares; 2025Q2: 77,993 shares; 2025Q3: 73,606 shares; 2025Q4: 74,195 shares; 2026Q1: 102,203 shares 102,203 $3.24M 0.01% +28,008 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,053 shares; 2025Q1: 88,190 shares; 2025Q2: 81,182 shares; 2025Q3: 81,646 shares; 2025Q4: 99,226 shares; 2026Q1: 105,233 shares 105,233 $3.24M 0.01% +6,007 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,913 shares; 2025Q4: 209,619 shares; 2026Q1: 264,723 shares 264,723 $3.22M 0.01% +55,104 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,139 shares; 2024Q4: 20,099 shares; 2025Q1: 22,230 shares; 2025Q2: 20,971 shares; 2025Q3: 18,537 shares; 2025Q4: 17,116 shares; 2026Q1: 17,725 shares 17,725 $3.22M 0.01% +609 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,754 shares; 2024Q4: 96,962 shares; 2025Q1: 113,770 shares; 2025Q2: 117,273 shares; 2025Q3: 131,973 shares; 2025Q4: 144,916 shares; 2026Q1: 161,287 shares 161,287 $3.21M 0.01% +16,371 Timeline NUSC 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: 112,661 shares; 2024Q4: 108,297 shares; 2025Q1: 107,476 shares; 2025Q2: 79,922 shares; 2025Q3: 76,105 shares; 2025Q4: 71,377 shares; 2026Q1: 71,301 shares 71,301 $3.21M 0.01% -76 Timeline EUDG 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: 300,340 shares; 2024Q4: 184,893 shares; 2025Q1: 158,547 shares; 2025Q2: 140,614 shares; 2025Q3: 99,469 shares; 2025Q4: 95,152 shares; 2026Q1: 88,196 shares 88,196 $3.21M 0.01% -6,956 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,533 shares; 2024Q4: 10,925 shares; 2025Q1: 13,206 shares; 2025Q2: 15,420 shares; 2025Q3: 16,625 shares; 2025Q4: 19,135 shares; 2026Q1: 32,555 shares 32,555 $3.21M 0.01% +13,420 Timeline BDVL 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: 111,793 shares; 2025Q4: 144,314 shares; 2026Q1: 129,657 shares 129,657 $3.2M 0.01% -14,657 Timeline UDEC 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: 10,825 shares; 2024Q4: 13,547 shares; 2025Q1: 18,591 shares; 2025Q2: 66,583 shares; 2025Q3: 66,987 shares; 2025Q4: 86,721 shares; 2026Q1: 82,156 shares 82,156 $3.19M 0.01% -4,565 Timeline LRGF 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: 31,144 shares; 2024Q4: 64,321 shares; 2025Q1: 28,588 shares; 2025Q2: 28,335 shares; 2025Q3: 28,017 shares; 2025Q4: 28,563 shares; 2026Q1: 48,312 shares 48,312 $3.19M 0.01% +19,749 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,739 shares; 2024Q4: 66,920 shares; 2025Q1: 65,940 shares; 2025Q2: 59,542 shares; 2025Q3: 201,653 shares; 2025Q4: 561,852 shares; 2026Q1: 569,072 shares 569,072 $3.19M 0.01% +7,220 Timeline EVSD 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: 41,411 shares; 2025Q3: 41,843 shares; 2025Q4: 49,045 shares; 2026Q1: 62,427 shares 62,427 $3.18M 0.01% +13,382 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,650 shares; 2025Q1: 32,527 shares; 2025Q2: 155,350 shares; 2025Q3: 146,234 shares; 2025Q4: 145,015 shares; 2026Q1: 104,376 shares 104,376 $3.17M 0.01% -40,639 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,886 shares; 2024Q4: 11,906 shares; 2025Q1: 9,191 shares; 2025Q2: 9,693 shares; 2025Q3: 10,514 shares; 2025Q4: 11,263 shares; 2026Q1: 11,921 shares 11,921 $3.17M 0.01% +658 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,153 shares; 2024Q4: 17,912 shares; 2025Q1: 15,740 shares; 2025Q2: 25,688 shares; 2025Q3: 24,859 shares; 2025Q4: 21,526 shares; 2026Q1: 37,520 shares 37,520 $3.17M 0.01% +15,994 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,812 shares; 2024Q4: 43,025 shares; 2025Q1: 41,033 shares; 2025Q2: 122,468 shares; 2025Q3: 127,038 shares; 2025Q4: 170,603 shares; 2026Q1: 140,849 shares 140,849 $3.17M 0.01% -29,754 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,204 shares; 2024Q4: 25,839 shares; 2025Q1: 23,502 shares; 2025Q2: 16,360 shares; 2025Q3: 16,746 shares; 2025Q4: 17,548 shares; 2026Q1: 455,663 shares 455,663 $3.17M 0.01% +438,115 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 189,433 shares; 2025Q1: 111,325 shares; 2025Q2: 153,389 shares; 2025Q3: 269,870 shares; 2025Q4: 234,352 shares; 2026Q1: 218,950 shares 218,950 $3.16M 0.01% -15,402 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,858 shares; 2024Q4: 24,398 shares; 2025Q1: 22,707 shares; 2025Q2: 37,166 shares; 2025Q3: 13,078 shares; 2025Q4: 38,459 shares; 2026Q1: 50,294 shares 50,294 $3.16M 0.01% +11,835 Timeline JULW 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: 118,351 shares; 2024Q4: 76,466 shares; 2025Q1: 71,976 shares; 2025Q2: 69,912 shares; 2025Q3: 76,379 shares; 2025Q4: 75,436 shares; 2026Q1: 81,210 shares 81,210 $3.15M 0.01% +5,774 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,690 shares; 2024Q4: 136,558 shares; 2025Q1: 76,063 shares; 2025Q2: 91,125 shares; 2025Q3: 83,924 shares; 2025Q4: 78,014 shares; 2026Q1: 74,815 shares 74,815 $3.13M 0.01% -3,199 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513,125 shares; 2024Q4: 471,456 shares; 2025Q1: 443,044 shares; 2025Q2: 366,940 shares; 2025Q3: 303,558 shares; 2025Q4: 495,722 shares; 2026Q1: 563,325 shares 563,325 $3.13M 0.01% +67,603 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,350 shares; 2024Q4: 86,320 shares; 2025Q1: 77,362 shares; 2025Q2: 79,450 shares; 2025Q3: 74,690 shares; 2025Q4: 58,401 shares; 2026Q1: 55,969 shares 55,969 $3.12M 0.01% -2,432 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,266 shares; 2024Q4: 67,843 shares; 2025Q1: 63,360 shares; 2025Q2: 61,620 shares; 2025Q3: 61,085 shares; 2025Q4: 61,705 shares; 2026Q1: 56,529 shares 56,529 $3.09M 0.01% -5,176 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,096 shares; 2024Q4: 182,526 shares; 2025Q1: 193,154 shares; 2025Q2: 186,749 shares; 2025Q3: 137,184 shares; 2025Q4: 135,549 shares; 2026Q1: 114,623 shares 114,623 $3.09M 0.01% -20,926 Timeline CZA 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: 34,550 shares; 2024Q4: 33,859 shares; 2025Q1: 32,023 shares; 2025Q2: 29,484 shares; 2025Q3: 28,500 shares; 2025Q4: 28,776 shares; 2026Q1: 28,030 shares 28,030 $3.09M 0.01% -746 Timeline VSDA 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: 45,050 shares; 2024Q4: 44,901 shares; 2025Q1: 43,762 shares; 2025Q2: 44,522 shares; 2025Q3: 50,261 shares; 2025Q4: 51,329 shares; 2026Q1: 56,589 shares 56,589 $3.08M 0.01% +5,260 Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,206 shares; 2024Q4: 18,145 shares; 2025Q1: 40,088 shares; 2025Q2: 14,519 shares; 2025Q3: 14,090 shares; 2025Q4: 27,058 shares; 2026Q1: 69,813 shares 69,813 $3.08M 0.01% +42,755 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,913 shares; 2024Q4: 9,983 shares; 2025Q1: 10,075 shares; 2025Q2: 10,314 shares; 2025Q3: 10,433 shares; 2025Q4: 11,076 shares; 2026Q1: 11,553 shares 11,553 $3.08M 0.01% +477 Timeline FFLG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,900 shares; 2024Q4: 95,755 shares; 2025Q1: 99,962 shares; 2025Q2: 96,072 shares; 2025Q3: 99,799 shares; 2025Q4: 107,404 shares; 2026Q1: 110,863 shares 110,863 $3.08M 0.01% +3,459 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 11,103 shares; 2025Q1: 12,768 shares; 2025Q2: 15,010 shares; 2025Q3: 7,894 shares; 2025Q4: 9,738 shares; 2026Q1: 12,252 shares 12,252 $3.07M 0.01% +2,514 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 1,847 shares; 2025Q1: 3,664 shares; 2025Q2: 4,963 shares; 2025Q3: 10,355 shares; 2025Q4: 5,547 shares; 2026Q1: 4,501 shares 4,501 $3.07M 0.01% -1,046 Timeline EYLD 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: not reported; 2024Q4: 20,261 shares; 2025Q1: 21,093 shares; 2025Q2: 12,361 shares; 2025Q3: 13,406 shares; 2025Q4: 13,449 shares; 2026Q1: 74,026 shares 74,026 $3.06M 0.01% +60,577 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,277 shares; 2024Q4: 25,513 shares; 2025Q1: 14,904 shares; 2025Q2: 13,787 shares; 2025Q3: 15,385 shares; 2025Q4: 20,005 shares; 2026Q1: 20,427 shares 20,427 $3.06M 0.01% +422 Timeline GTO 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: 46,924 shares; 2024Q4: 54,784 shares; 2025Q1: 58,290 shares; 2025Q2: 64,601 shares; 2025Q3: 63,562 shares; 2025Q4: 63,871 shares; 2026Q1: 65,226 shares 65,226 $3.06M 0.01% +1,355 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,654 shares 94,654 $3.04M 0.01% new Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,789 shares; 2024Q4: 20,733 shares; 2025Q1: 65,188 shares; 2025Q2: 65,324 shares; 2025Q3: 75,998 shares; 2025Q4: 66,368 shares; 2026Q1: 86,119 shares 86,119 $3.04M 0.01% +19,751 Timeline PNOV 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: 54,117 shares; 2024Q4: 69,042 shares; 2025Q1: 65,382 shares; 2025Q2: 65,841 shares; 2025Q3: 71,171 shares; 2025Q4: 74,192 shares; 2026Q1: 74,390 shares 74,390 $3.04M 0.01% +198 Timeline DFAR 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: 75,138 shares; 2024Q4: 19,263 shares; 2025Q1: 18,177 shares; 2025Q2: 18,027 shares; 2025Q3: 20,418 shares; 2025Q4: 41,098 shares; 2026Q1: 128,491 shares 128,491 $3.04M 0.01% +87,393 Timeline DIV 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: 84,317 shares; 2024Q4: 92,841 shares; 2025Q1: 93,122 shares; 2025Q2: 92,713 shares; 2025Q3: 93,401 shares; 2025Q4: 102,901 shares; 2026Q1: 160,715 shares 160,715 $3.04M 0.01% +57,814 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,391 shares; 2024Q4: 7,567 shares; 2025Q1: 7,649 shares; 2025Q2: 7,699 shares; 2025Q3: 7,689 shares; 2025Q4: 8,411 shares; 2026Q1: 8,485 shares 8,485 $3.04M 0.01% +74 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,249 shares; 2024Q4: 68,714 shares; 2025Q1: 66,027 shares; 2025Q2: 77,621 shares; 2025Q3: 77,826 shares; 2025Q4: 78,604 shares; 2026Q1: 76,017 shares 76,017 $3.04M 0.01% -2,587 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,031 shares; 2024Q4: 278,637 shares; 2025Q1: 252,815 shares; 2025Q2: 171,461 shares; 2025Q3: 125,789 shares; 2025Q4: 120,030 shares; 2026Q1: 110,644 shares 110,644 $3.03M 0.01% -9,386 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,784 shares; 2024Q4: 28,730 shares; 2025Q1: 26,769 shares; 2025Q2: 22,546 shares; 2025Q3: 23,678 shares; 2025Q4: 24,125 shares; 2026Q1: 21,155 shares 21,155 $3.02M 0.01% -2,970 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,655 shares; 2024Q4: 110,231 shares; 2025Q1: 135,511 shares; 2025Q2: 150,792 shares; 2025Q3: 49,544 shares; 2025Q4: 62,372 shares; 2026Q1: 76,893 shares 76,893 $3.02M 0.01% +14,521 Timeline FDG 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: 25,095 shares; 2024Q4: 44,428 shares; 2025Q1: 25,716 shares; 2025Q2: 43,596 shares; 2025Q3: 42,348 shares; 2025Q4: 58,753 shares; 2026Q1: 26,474 shares 26,474 $3.02M 0.01% -32,279 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,157 shares; 2024Q4: 33,208 shares; 2025Q1: 55,194 shares; 2025Q2: 57,113 shares; 2025Q3: 54,242 shares; 2025Q4: 53,148 shares; 2026Q1: 73,089 shares 73,089 $3M 0.01% +19,941 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,053 shares; 2024Q4: 23,113 shares; 2025Q1: 23,956 shares; 2025Q2: 35,287 shares; 2025Q3: 51,670 shares; 2025Q4: 56,528 shares; 2026Q1: 56,351 shares 56,351 $3M 0.01% -177 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,158 shares; 2024Q4: 116,823 shares; 2025Q1: 129,282 shares; 2025Q2: 129,458 shares; 2025Q3: 210,071 shares; 2025Q4: 311,828 shares; 2026Q1: 315,279 shares 315,279 $3M 0.01% +3,451 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,914 shares; 2024Q4: 56,463 shares; 2025Q1: 41,080 shares; 2025Q2: 42,517 shares; 2025Q3: 43,025 shares; 2025Q4: 40,580 shares; 2026Q1: 47,433 shares 47,433 $3M 0.01% +6,853 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,227 shares; 2026Q1: 95,415 shares 95,415 $2.99M 0.01% +16,188 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,580 shares; 2024Q4: 74,288 shares; 2025Q1: 42,012 shares; 2025Q2: 47,941 shares; 2025Q3: 52,894 shares; 2025Q4: 59,742 shares; 2026Q1: 58,300 shares 58,300 $2.99M 0.01% -1,442 Timeline SPGM 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: 18,657 shares; 2024Q4: 19,229 shares; 2025Q1: 22,248 shares; 2025Q2: 27,088 shares; 2025Q3: 31,410 shares; 2025Q4: 35,084 shares; 2026Q1: 39,433 shares 39,433 $2.99M 0.01% +4,349 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,599 shares; 2024Q4: 52,874 shares; 2025Q1: 32,540 shares; 2025Q2: 24,641 shares; 2025Q3: 26,378 shares; 2025Q4: 29,290 shares; 2026Q1: 36,703 shares 36,703 $2.98M 0.01% +7,413 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,689 shares; 2024Q4: 48,842 shares; 2025Q1: 50,093 shares; 2025Q2: 48,028 shares; 2025Q3: 53,272 shares; 2025Q4: 55,828 shares; 2026Q1: 62,627 shares 62,627 $2.97M 0.01% +6,799 Timeline EMHC 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: 54,201 shares; 2024Q4: 57,274 shares; 2025Q1: 97,830 shares; 2025Q2: 104,353 shares; 2025Q3: 104,428 shares; 2025Q4: 108,947 shares; 2026Q1: 119,554 shares 119,554 $2.96M 0.01% +10,607 Timeline ESUM 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: not reported; 2024Q4: not reported; 2025Q1: 17,286 shares; 2025Q2: 41,873 shares; 2025Q3: 69,259 shares; 2025Q4: 98,003 shares; 2026Q1: 112,881 shares 112,881 $2.96M 0.01% +14,878 Timeline PMBS 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: 13,273 shares; 2024Q4: 52,771 shares; 2025Q1: 51,455 shares; 2025Q2: 52,201 shares; 2025Q3: 56,366 shares; 2025Q4: 55,360 shares; 2026Q1: 59,531 shares 59,531 $2.95M 0.01% +4,171 Timeline AVLV 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: 62,800 shares; 2024Q4: 41,582 shares; 2025Q1: 45,973 shares; 2025Q2: 45,593 shares; 2025Q3: 45,872 shares; 2025Q4: 38,352 shares; 2026Q1: 36,573 shares 36,573 $2.95M 0.01% -1,779 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,435 shares; 2024Q4: 3,976 shares; 2025Q1: 4,132 shares; 2025Q2: 4,230 shares; 2025Q3: 2,425 shares; 2025Q4: 2,783 shares; 2026Q1: 7,282 shares 7,282 $2.94M 0.01% +4,499 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,358 shares; 2024Q4: 9,694 shares; 2025Q1: 9,486 shares; 2025Q2: 9,327 shares; 2025Q3: 9,252 shares; 2025Q4: 10,915 shares; 2026Q1: 9,682 shares 9,682 $2.94M 0.01% -1,233 Timeline SHOC EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,987 shares; 2024Q4: 38,841 shares; 2025Q1: 37,917 shares; 2025Q2: 27,473 shares; 2025Q3: 34,340 shares; 2025Q4: 41,690 shares; 2026Q1: 40,857 shares 40,857 $2.94M 0.01% -833 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,113 shares; 2024Q4: 28,703 shares; 2025Q1: 28,785 shares; 2025Q2: 35,786 shares; 2025Q3: 36,344 shares; 2025Q4: 36,891 shares; 2026Q1: 43,674 shares 43,674 $2.94M 0.01% +6,783 Timeline NTRL 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: 11,898 shares; 2024Q4: 13,455 shares; 2025Q1: 13,714 shares; 2025Q2: 13,073 shares; 2025Q3: 11,473 shares; 2025Q4: 11,066 shares; 2026Q1: 141,750 shares 141,750 $2.93M 0.01% +130,684 Timeline BFRZ 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: 18,500 shares; 2025Q3: 18,504 shares; 2025Q4: 26,938 shares; 2026Q1: 110,968 shares 110,968 $2.92M 0.01% +84,030 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,147 shares; 2024Q4: 53,968 shares; 2025Q1: 24,780 shares; 2025Q2: 53,871 shares; 2025Q3: 50,079 shares; 2025Q4: 51,126 shares; 2026Q1: 53,376 shares 53,376 $2.92M 0.01% +2,250 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,649 shares; 2024Q4: 30,865 shares; 2025Q1: 32,023 shares; 2025Q2: 38,235 shares; 2025Q3: 43,117 shares; 2025Q4: 62,824 shares; 2026Q1: 66,667 shares 66,667 $2.92M 0.01% +3,843 Timeline FDEM 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: 14,743 shares; 2024Q4: 15,779 shares; 2025Q1: 17,188 shares; 2025Q2: 17,950 shares; 2025Q3: 20,144 shares; 2025Q4: 19,974 shares; 2026Q1: 92,302 shares 92,302 $2.92M 0.01% +72,328 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,985 shares; 2024Q4: 21,357 shares; 2025Q1: 33,181 shares; 2025Q2: 43,633 shares; 2025Q3: 44,210 shares; 2025Q4: 25,888 shares; 2026Q1: 24,262 shares 24,262 $2.91M 0.01% -1,626 Timeline BKLN 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: 431,903 shares; 2024Q4: 403,947 shares; 2025Q1: 464,721 shares; 2025Q2: 376,921 shares; 2025Q3: 380,967 shares; 2025Q4: 192,459 shares; 2026Q1: 142,390 shares 142,390 $2.91M 0.01% -50,069 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 1,057 shares; 2025Q1: 683 shares; 2025Q2: 15,920 shares; 2025Q3: 14,066 shares; 2025Q4: 14,967 shares; 2026Q1: 15,148 shares 15,148 $2.9M 0.01% +181 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,867 shares 125,867 $2.89M 0.01% new Timeline NBSM 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: 8,757 shares; 2025Q3: 9,028 shares; 2025Q4: 89,456 shares; 2026Q1: 114,475 shares 114,475 $2.88M 0.01% +25,019 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,458 shares; 2024Q4: 24,689 shares; 2025Q1: 24,115 shares; 2025Q2: 16,470 shares; 2025Q3: 16,399 shares; 2025Q4: 15,712 shares; 2026Q1: 16,582 shares 16,582 $2.88M 0.01% +870 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 2,866 shares; 2025Q1: 2,669 shares; 2025Q2: 2,574 shares; 2025Q3: 9,283 shares; 2025Q4: 11,771 shares; 2026Q1: 13,314 shares 13,314 $2.87M 0.01% +1,543 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,131 shares; 2024Q4: 8,456 shares; 2025Q1: 8,436 shares; 2025Q2: 7,887 shares; 2025Q3: 8,984 shares; 2025Q4: 9,127 shares; 2026Q1: 8,896 shares 8,896 $2.87M 0.01% -231 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,239 shares; 2024Q4: 99,813 shares; 2025Q1: 95,395 shares; 2025Q2: 88,430 shares; 2025Q3: 80,734 shares; 2025Q4: 83,753 shares; 2026Q1: 83,584 shares 83,584 $2.87M 0.01% -169 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,536 shares; 2024Q4: 42,663 shares; 2025Q1: 84,263 shares; 2025Q2: 88,393 shares; 2025Q3: 84,353 shares; 2025Q4: 96,991 shares; 2026Q1: 95,052 shares 95,052 $2.86M 0.01% -1,939 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,942 shares; 2025Q2: 28,422 shares; 2025Q3: 23,690 shares; 2025Q4: 27,928 shares; 2026Q1: 48,297 shares 48,297 $2.86M 0.01% +20,369 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,144 shares; 2024Q4: 32,377 shares; 2025Q1: 29,807 shares; 2025Q2: 24,371 shares; 2025Q3: 25,107 shares; 2025Q4: 26,983 shares; 2026Q1: 24,257 shares 24,257 $2.85M 0.01% -2,726 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,480 shares; 2024Q4: 110,743 shares; 2025Q1: 130,730 shares; 2025Q2: 112,784 shares; 2025Q3: 133,957 shares; 2025Q4: 171,752 shares; 2026Q1: 93,235 shares 93,235 $2.85M 0.01% -78,517 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,277 shares; 2024Q4: 176,890 shares; 2025Q1: 176,813 shares; 2025Q2: 153,564 shares; 2025Q3: 149,971 shares; 2025Q4: 151,834 shares; 2026Q1: 166,102 shares 166,102 $2.84M 0.01% +14,268 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,017 shares; 2024Q4: 234,266 shares; 2025Q1: 278,629 shares; 2025Q2: 280,271 shares; 2025Q3: 270,927 shares; 2025Q4: 232,184 shares; 2026Q1: 235,839 shares 235,839 $2.84M 0.01% +3,655 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,915 shares; 2024Q4: 7,215 shares; 2025Q1: 8,908 shares; 2025Q2: 10,515 shares; 2025Q3: 12,916 shares; 2025Q4: 13,466 shares; 2026Q1: 14,494 shares 14,494 $2.84M 0.01% +1,028 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,177 shares; 2025Q3: 54,656 shares; 2025Q4: 55,643 shares; 2026Q1: 65,223 shares 65,223 $2.83M 0.01% +9,580 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,480 shares; 2024Q4: 29,342 shares; 2025Q1: 38,424 shares; 2025Q2: 37,301 shares; 2025Q3: 38,431 shares; 2025Q4: 31,896 shares; 2026Q1: 32,333 shares 32,333 $2.83M 0.01% +437 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,409 shares; 2024Q4: 37,959 shares; 2025Q1: 63,421 shares; 2025Q2: 64,521 shares; 2025Q3: 75,666 shares; 2025Q4: 81,950 shares; 2026Q1: 84,316 shares 84,316 $2.83M 0.01% +2,366 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,220 shares; 2025Q4: 43,799 shares; 2026Q1: 53,872 shares 53,872 $2.83M 0.01% +10,073 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,407 shares; 2024Q4: 468,412 shares; 2025Q1: 464,097 shares; 2025Q2: 485,176 shares; 2025Q3: 536,952 shares; 2025Q4: 603,835 shares; 2026Q1: 610,208 shares 610,208 $2.83M 0.01% +6,373 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,907 shares; 2024Q4: 84,120 shares; 2025Q1: 99,915 shares; 2025Q2: 105,012 shares; 2025Q3: 104,618 shares; 2025Q4: 110,768 shares; 2026Q1: 125,939 shares 125,939 $2.83M 0.01% +15,171 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,281 shares; 2024Q4: 45,988 shares; 2025Q1: 51,892 shares; 2025Q2: 54,635 shares; 2025Q3: 55,715 shares; 2025Q4: 55,885 shares; 2026Q1: 55,103 shares 55,103 $2.81M 0.01% -782 Timeline DJAN 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: 100,839 shares; 2024Q4: 96,192 shares; 2025Q1: 74,456 shares; 2025Q2: 77,572 shares; 2025Q3: 63,208 shares; 2025Q4: 58,696 shares; 2026Q1: 66,066 shares 66,066 $2.81M 0.01% +7,370 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: not reported; 2025Q1: 4,994 shares; 2025Q2: 4,763 shares; 2025Q3: 23,575 shares; 2025Q4: 22,580 shares; 2026Q1: 23,265 shares 23,265 $2.81M 0.01% +685 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,039 shares; 2024Q4: 69,180 shares; 2025Q1: 65,949 shares; 2025Q2: 70,097 shares; 2025Q3: 73,949 shares; 2025Q4: 59,416 shares; 2026Q1: 55,613 shares 55,613 $2.81M 0.01% -3,803 Timeline QSPT 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: 124,599 shares; 2024Q4: 131,496 shares; 2025Q1: 134,592 shares; 2025Q2: 91,707 shares; 2025Q3: 98,429 shares; 2025Q4: 92,211 shares; 2026Q1: 91,562 shares 91,562 $2.8M 0.01% -649 Timeline BDGS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,805 shares; 2025Q2: 38,988 shares; 2025Q3: 41,656 shares; 2025Q4: 84,972 shares; 2026Q1: 81,950 shares 81,950 $2.8M 0.01% -3,022 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,206 shares; 2024Q4: 254,463 shares; 2025Q1: 254,508 shares; 2025Q2: 260,911 shares; 2025Q3: 257,831 shares; 2025Q4: 240,551 shares; 2026Q1: 240,217 shares 240,217 $2.8M 0.01% -334 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,405 shares; 2024Q4: 49,617 shares; 2025Q1: 53,484 shares; 2025Q2: 50,586 shares; 2025Q3: 52,114 shares; 2025Q4: 55,300 shares; 2026Q1: 58,331 shares 58,331 $2.8M 0.01% +3,031 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,329 shares; 2024Q4: 15,729 shares; 2025Q1: 17,402 shares; 2025Q2: 16,032 shares; 2025Q3: 16,709 shares; 2025Q4: 16,292 shares; 2026Q1: 15,338 shares 15,338 $2.8M 0.01% -954 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,953 shares; 2025Q4: 41,188 shares; 2026Q1: 55,857 shares 55,857 $2.79M 0.01% +14,669 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,209 shares; 2024Q4: 34,007 shares; 2025Q1: 32,585 shares; 2025Q2: 22,084 shares; 2025Q3: 43,037 shares; 2025Q4: 43,695 shares; 2026Q1: 45,266 shares 45,266 $2.79M 0.01% +1,571 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,193 shares; 2024Q4: 235,711 shares; 2025Q1: 241,993 shares; 2025Q2: 239,956 shares; 2025Q3: 256,134 shares; 2025Q4: 237,858 shares; 2026Q1: 242,844 shares 242,844 $2.79M 0.01% +4,986 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,436 shares; 2024Q4: 93,379 shares; 2025Q1: 103,826 shares; 2025Q2: 87,310 shares; 2025Q3: 87,143 shares; 2025Q4: 111,614 shares; 2026Q1: 162,106 shares 162,106 $2.79M 0.01% +50,492 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,069 shares; 2025Q4: 18,335 shares; 2026Q1: 84,330 shares 84,330 $2.79M 0.01% +65,995 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 33,727 shares; 2025Q1: 31,942 shares; 2025Q2: 38,459 shares; 2025Q3: 25,248 shares; 2025Q4: 23,782 shares; 2026Q1: 23,022 shares 23,022 $2.78M 0.01% -760 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,107 shares; 2025Q3: 7,289 shares; 2025Q4: 6,760 shares; 2026Q1: 83,508 shares 83,508 $2.78M 0.01% +76,748 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,145 shares; 2026Q1: 122,762 shares 122,762 $2.77M 0.01% +17,617 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,021 shares; 2025Q2: not reported; 2025Q3: 13,247 shares; 2025Q4: 20,605 shares; 2026Q1: 19,376 shares 19,376 $2.77M 0.01% -1,229 Timeline MLPA 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: 45,409 shares; 2024Q4: 47,283 shares; 2025Q1: 43,191 shares; 2025Q2: 49,734 shares; 2025Q3: 52,432 shares; 2025Q4: 54,908 shares; 2026Q1: 51,431 shares 51,431 $2.77M 0.01% -3,477 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,615 shares; 2024Q4: 223,216 shares; 2025Q1: 131,994 shares; 2025Q2: 106,620 shares; 2025Q3: 182,828 shares; 2025Q4: 106,948 shares; 2026Q1: 128,991 shares 128,991 $2.77M 0.01% +22,043 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,767 shares; 2025Q4: 64,249 shares; 2026Q1: 109,449 shares 109,449 $2.77M 0.01% +45,200 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,895 shares; 2024Q4: 17,045 shares; 2025Q1: 18,998 shares; 2025Q2: 26,409 shares; 2025Q3: 32,953 shares; 2025Q4: 40,139 shares; 2026Q1: 39,394 shares 39,394 $2.77M 0.01% -745 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,346 shares; 2024Q4: 32,321 shares; 2025Q1: 32,888 shares; 2025Q2: 35,271 shares; 2025Q3: 26,538 shares; 2025Q4: 29,852 shares; 2026Q1: 34,172 shares 34,172 $2.77M 0.01% +4,320 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 12,375 shares; 2025Q1: 5,174 shares; 2025Q2: 5,116 shares; 2025Q3: 11,659 shares; 2025Q4: 12,320 shares; 2026Q1: 12,887 shares 12,887 $2.76M 0.01% +567 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,387 shares; 2024Q4: 15,446 shares; 2025Q1: 10,764 shares; 2025Q2: 42,763 shares; 2025Q3: 42,156 shares; 2025Q4: 46,907 shares; 2026Q1: 54,680 shares 54,680 $2.76M 0.01% +7,773 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,074 shares; 2024Q4: 31,299 shares; 2025Q1: 25,759 shares; 2025Q2: 28,134 shares; 2025Q3: 27,751 shares; 2025Q4: 34,408 shares; 2026Q1: 37,648 shares 37,648 $2.75M 0.01% +3,240 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,624 shares; 2025Q2: 3,109 shares; 2025Q3: 3,713 shares; 2025Q4: 8,893 shares; 2026Q1: 7,091 shares 7,091 $2.75M 0.01% -1,802 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,775 shares; 2024Q4: 125,936 shares; 2025Q1: 123,262 shares; 2025Q2: 160,306 shares; 2025Q3: 176,439 shares; 2025Q4: 169,588 shares; 2026Q1: 132,654 shares 132,654 $2.75M 0.01% -36,934 Timeline TDV 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: 59,118 shares; 2024Q4: 49,867 shares; 2025Q1: 56,463 shares; 2025Q2: 56,762 shares; 2025Q3: 55,785 shares; 2025Q4: 33,005 shares; 2026Q1: 32,408 shares 32,408 $2.75M 0.01% -597 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,369 shares; 2024Q4: 24,093 shares; 2025Q1: 30,693 shares; 2025Q2: 36,659 shares; 2025Q3: 39,528 shares; 2025Q4: 41,316 shares; 2026Q1: 128,560 shares 128,560 $2.74M 0.01% +87,244 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,616 shares; 2024Q4: 131,078 shares; 2025Q1: 92,082 shares; 2025Q2: 81,719 shares; 2025Q3: 81,956 shares; 2025Q4: 84,453 shares; 2026Q1: 105,872 shares 105,872 $2.74M 0.01% +21,419 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,741 shares; 2025Q1: 12,420 shares; 2025Q2: 13,678 shares; 2025Q3: 15,988 shares; 2025Q4: 14,317 shares; 2026Q1: 10,912 shares 10,912 $2.74M 0.01% -3,405 Timeline CFA 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: 27,598 shares; 2024Q4: 27,563 shares; 2025Q1: 28,555 shares; 2025Q2: 28,566 shares; 2025Q3: 28,567 shares; 2025Q4: 29,597 shares; 2026Q1: 29,894 shares 29,894 $2.73M 0.01% +297 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,561 shares; 2024Q4: 37,974 shares; 2025Q1: 66,906 shares; 2025Q2: 49,038 shares; 2025Q3: 76,010 shares; 2025Q4: 43,180 shares; 2026Q1: 37,725 shares 37,725 $2.73M 0.01% -5,455 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 72,072 shares; 2025Q4: 81,153 shares; 2026Q1: 78,743 shares 78,743 $2.73M 0.01% -2,410 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,898 shares; 2024Q4: 61,976 shares; 2025Q1: 63,720 shares; 2025Q2: 70,852 shares; 2025Q3: 76,003 shares; 2025Q4: 77,044 shares; 2026Q1: 80,906 shares 80,906 $2.73M 0.01% +3,862 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,085 shares; 2024Q4: 41,915 shares; 2025Q1: 60,103 shares; 2025Q2: 66,437 shares; 2025Q3: 96,355 shares; 2025Q4: 103,404 shares; 2026Q1: 133,221 shares 133,221 $2.73M 0.01% +29,817 Timeline FCUS TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,915 shares; 2024Q4: 92,430 shares; 2025Q1: 95,862 shares; 2025Q2: 93,617 shares; 2025Q3: 76,159 shares; 2025Q4: 76,840 shares; 2026Q1: 75,586 shares 75,586 $2.72M 0.01% -1,254 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,674 shares; 2025Q1: 60,786 shares; 2025Q2: 51,973 shares; 2025Q3: 41,682 shares; 2025Q4: 42,801 shares; 2026Q1: 39,721 shares 39,721 $2.71M 0.01% -3,080 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,474 shares; 2024Q4: 13,799 shares; 2025Q1: 13,755 shares; 2025Q2: 13,443 shares; 2025Q3: 41,811 shares; 2025Q4: 107,563 shares; 2026Q1: 91,058 shares 91,058 $2.71M 0.01% -16,505 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,478 shares; 2024Q4: 44,491 shares; 2025Q1: 41,964 shares; 2025Q2: 42,865 shares; 2025Q3: 46,263 shares; 2025Q4: 44,066 shares; 2026Q1: 45,198 shares 45,198 $2.71M 0.01% +1,132 Timeline DWAS 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: 70,503 shares; 2024Q4: 74,120 shares; 2025Q1: 64,064 shares; 2025Q2: 63,415 shares; 2025Q3: 24,603 shares; 2025Q4: 27,684 shares; 2026Q1: 27,530 shares 27,530 $2.71M 0.01% -154 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,921 shares; 2024Q4: 124,403 shares; 2025Q1: 123,967 shares; 2025Q2: 113,590 shares; 2025Q3: 121,796 shares; 2025Q4: 124,311 shares; 2026Q1: 140,909 shares 140,909 $2.71M 0.01% +16,598 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,050 shares; 2024Q4: 489,531 shares; 2025Q1: 433,048 shares; 2025Q2: 387,698 shares; 2025Q3: 251,208 shares; 2025Q4: 248,878 shares; 2026Q1: 309,780 shares 309,780 $2.7M 0.01% +60,902 Timeline JPUS 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: 20,879 shares; 2024Q4: 20,879 shares; 2025Q1: 20,313 shares; 2025Q2: 20,413 shares; 2025Q3: 20,633 shares; 2025Q4: 20,739 shares; 2026Q1: 20,752 shares 20,752 $2.7M 0.01% +13 Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,087 shares; 2025Q3: 33,787 shares; 2025Q4: 45,988 shares; 2026Q1: 45,555 shares 45,555 $2.7M 0.01% -433 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,731 shares; 2025Q4: 28,209 shares; 2026Q1: 32,269 shares 32,269 $2.7M 0.01% +4,060 Timeline PSIX POWER SOLUTIONS INTL INC More: the full row for POWER SOLUTIONS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,072 shares; 2025Q3: 18,138 shares; 2025Q4: 42,004 shares; 2026Q1: 44,270 shares 44,270 $2.69M 0.01% +2,266 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522,033 shares; 2024Q4: 256,741 shares; 2025Q1: 207,895 shares; 2025Q2: 218,223 shares; 2025Q3: 235,056 shares; 2025Q4: 236,392 shares; 2026Q1: 239,884 shares 239,884 $2.69M 0.01% +3,492 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,239 shares; 2024Q4: 166,179 shares; 2025Q1: 156,523 shares; 2025Q2: 148,563 shares; 2025Q3: 245,116 shares; 2025Q4: 183,864 shares; 2026Q1: 179,233 shares 179,233 $2.69M 0.01% -4,631 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,569 shares; 2024Q4: 31,175 shares; 2025Q1: 32,349 shares; 2025Q2: 36,679 shares; 2025Q3: 36,987 shares; 2025Q4: 40,189 shares; 2026Q1: 49,138 shares 49,138 $2.69M 0.01% +8,949 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,532 shares; 2025Q1: 5,035 shares; 2025Q2: 4,559 shares; 2025Q3: 5,470 shares; 2025Q4: 5,444 shares; 2026Q1: 6,159 shares 6,159 $2.69M 0.01% +715 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,353 shares; 2025Q3: 6,103 shares; 2025Q4: 26,699 shares; 2026Q1: 27,577 shares 27,577 $2.69M 0.01% +878 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 368,505 shares; 2024Q4: 367,092 shares; 2025Q1: 345,910 shares; 2025Q2: 324,080 shares; 2025Q3: 320,793 shares; 2025Q4: 298,104 shares; 2026Q1: 286,790 shares 286,790 $2.68M 0.01% -11,314 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,241 shares; 2024Q4: 31,162 shares; 2025Q1: 32,250 shares; 2025Q2: 31,812 shares; 2025Q3: 31,398 shares; 2025Q4: 77,949 shares; 2026Q1: 101,207 shares 101,207 $2.67M 0.01% +23,258 Timeline DAUG 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: 132,978 shares; 2024Q4: 118,199 shares; 2025Q1: 114,627 shares; 2025Q2: 93,456 shares; 2025Q3: 85,398 shares; 2025Q4: 83,215 shares; 2026Q1: 61,316 shares 61,316 $2.67M 0.01% -21,899 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,499 shares; 2024Q4: 64,927 shares; 2025Q1: 110,504 shares; 2025Q2: 124,374 shares; 2025Q3: 136,196 shares; 2025Q4: 107,786 shares; 2026Q1: 109,920 shares 109,920 $2.67M 0.01% +2,134 Timeline ELCV 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: not reported; 2024Q4: 93,900 shares; 2025Q1: 115,571 shares; 2025Q2: 131,359 shares; 2025Q3: 56,605 shares; 2025Q4: 76,883 shares; 2026Q1: 91,775 shares 91,775 $2.66M 0.01% +14,892 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,864 shares; 2024Q4: 37,582 shares; 2025Q1: 44,750 shares; 2025Q2: 44,685 shares; 2025Q3: 61,298 shares; 2025Q4: 59,053 shares; 2026Q1: 57,623 shares 57,623 $2.66M 0.01% -1,430 Timeline DDEC 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: 48,618 shares; 2024Q4: 51,377 shares; 2025Q1: 77,365 shares; 2025Q2: 63,854 shares; 2025Q3: 60,192 shares; 2025Q4: 56,382 shares; 2026Q1: 60,004 shares 60,004 $2.66M 0.01% +3,622 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 8,137 shares; 2025Q3: 11,838 shares; 2025Q4: 12,009 shares; 2026Q1: 12,946 shares 12,946 $2.65M 0.01% +937 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,886 shares; 2025Q4: 60,733 shares; 2026Q1: 97,857 shares 97,857 $2.65M 0.01% +37,124 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,838 shares; 2025Q1: 2,483 shares; 2025Q2: 2,444 shares; 2025Q3: 2,371 shares; 2025Q4: 2,533 shares; 2026Q1: 10,656 shares 10,656 $2.65M 0.01% +8,123 Timeline QDEC 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: 122,725 shares; 2024Q4: 122,013 shares; 2025Q1: 129,118 shares; 2025Q2: 112,326 shares; 2025Q3: 101,866 shares; 2025Q4: 95,516 shares; 2026Q1: 84,198 shares 84,198 $2.65M 0.01% -11,318 Timeline SEIM 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: 43,855 shares; 2024Q4: 44,550 shares; 2025Q1: 38,271 shares; 2025Q2: 40,528 shares; 2025Q3: 48,126 shares; 2025Q4: 49,499 shares; 2026Q1: 58,121 shares 58,121 $2.65M 0.01% +8,622 Timeline SSUS 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: 61,404 shares; 2024Q4: 61,345 shares; 2025Q1: 56,484 shares; 2025Q2: 44,440 shares; 2025Q3: 56,575 shares; 2025Q4: 56,499 shares; 2026Q1: 56,645 shares 56,645 $2.64M 0.01% +146 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,106 shares; 2024Q4: 28,843 shares; 2025Q1: 30,553 shares; 2025Q2: 27,137 shares; 2025Q3: 27,889 shares; 2025Q4: 28,424 shares; 2026Q1: 39,571 shares 39,571 $2.64M 0.01% +11,147 Timeline TJUL 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: 119,593 shares; 2024Q4: 100,665 shares; 2025Q1: 95,045 shares; 2025Q2: 95,760 shares; 2025Q3: 91,130 shares; 2025Q4: 90,392 shares; 2026Q1: 89,951 shares 89,951 $2.64M 0.01% -441 Timeline MDIV 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: 122,646 shares; 2024Q4: 166,882 shares; 2025Q1: 173,028 shares; 2025Q2: 149,886 shares; 2025Q3: 165,789 shares; 2025Q4: 164,248 shares; 2026Q1: 163,306 shares 163,306 $2.64M 0.01% -942 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,028 shares; 2024Q4: 279,940 shares; 2025Q1: 312,908 shares; 2025Q2: 288,560 shares; 2025Q3: 290,724 shares; 2025Q4: 290,178 shares; 2026Q1: 304,861 shares 304,861 $2.64M 0.01% +14,683 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,771 shares; 2024Q4: 281,146 shares; 2025Q1: 227,528 shares; 2025Q2: 278,678 shares; 2025Q3: 325,304 shares; 2025Q4: 219,510 shares; 2026Q1: 216,269 shares 216,269 $2.63M 0.01% -3,241 Timeline PTH 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: 103,226 shares; 2024Q4: 98,562 shares; 2025Q1: 49,739 shares; 2025Q2: 39,167 shares; 2025Q3: 35,329 shares; 2025Q4: 32,009 shares; 2026Q1: 53,726 shares 53,726 $2.63M 0.01% +21,717 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,967 shares; 2024Q4: 34,759 shares; 2025Q1: 36,500 shares; 2025Q2: 33,388 shares; 2025Q3: 35,823 shares; 2025Q4: 114,891 shares; 2026Q1: 99,088 shares 99,088 $2.63M 0.01% -15,803 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,482 shares; 2024Q4: 46,194 shares; 2025Q1: 54,348 shares; 2025Q2: 60,260 shares; 2025Q3: 106,452 shares; 2025Q4: 124,979 shares; 2026Q1: 147,656 shares 147,656 $2.63M 0.01% +22,677 Timeline IAI 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: 1,853 shares; 2024Q4: 1,886 shares; 2025Q1: 2,199 shares; 2025Q2: 3,202 shares; 2025Q3: 14,726 shares; 2025Q4: 7,478 shares; 2026Q1: 16,001 shares 16,001 $2.63M 0.01% +8,523 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 21,995 shares; 2025Q3: 24,228 shares; 2025Q4: 26,241 shares; 2026Q1: 58,945 shares 58,945 $2.62M 0.01% +32,704 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 8,436 shares; 2025Q1: 8,879 shares; 2025Q2: 6,066 shares; 2025Q3: 5,945 shares; 2025Q4: 10,105 shares; 2026Q1: 10,711 shares 10,711 $2.62M 0.01% +606 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,950 shares; 2024Q4: 105,567 shares; 2025Q1: 73,856 shares; 2025Q2: 74,608 shares; 2025Q3: 82,464 shares; 2025Q4: 86,590 shares; 2026Q1: 97,282 shares 97,282 $2.62M 0.01% +10,692 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,985 shares; 2024Q4: 354,022 shares; 2025Q1: 408,182 shares; 2025Q2: 656,930 shares; 2025Q3: 671,570 shares; 2025Q4: 688,970 shares; 2026Q1: 718,605 shares 718,605 $2.6M 0.01% +29,635 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,545 shares; 2024Q4: 108,046 shares; 2025Q1: 97,299 shares; 2025Q2: 87,391 shares; 2025Q3: 84,474 shares; 2025Q4: 83,153 shares; 2026Q1: 74,004 shares 74,004 $2.6M 0.01% -9,149 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,940 shares; 2024Q4: 30,036 shares; 2025Q1: 27,924 shares; 2025Q2: 30,939 shares; 2025Q3: 40,969 shares; 2025Q4: 41,237 shares; 2026Q1: 41,918 shares 41,918 $2.6M 0.01% +681 Timeline GUNR 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: 31,810 shares; 2024Q4: 30,363 shares; 2025Q1: 31,153 shares; 2025Q2: 31,989 shares; 2025Q3: 35,036 shares; 2025Q4: 43,404 shares; 2026Q1: 46,991 shares 46,991 $2.59M 0.01% +3,587 Timeline KRE 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: 81,143 shares; 2024Q4: 44,344 shares; 2025Q1: 86,866 shares; 2025Q2: 42,003 shares; 2025Q3: 51,368 shares; 2025Q4: 62,380 shares; 2026Q1: 39,792 shares 39,792 $2.59M 0.01% -22,588 Timeline NVBW 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: 8,997 shares; 2024Q4: 68,345 shares; 2025Q1: 66,602 shares; 2025Q2: 10,080 shares; 2025Q3: 10,888 shares; 2025Q4: 68,426 shares; 2026Q1: 77,692 shares 77,692 $2.59M 0.01% +9,266 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,589 shares; 2025Q1: 9,541 shares; 2025Q2: 14,462 shares; 2025Q3: 20,656 shares; 2025Q4: 30,040 shares; 2026Q1: 32,474 shares 32,474 $2.58M 0.01% +2,434 Timeline DFIS 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: 31,190 shares; 2024Q4: 28,612 shares; 2025Q1: 35,337 shares; 2025Q2: 42,784 shares; 2025Q3: 47,352 shares; 2025Q4: 73,607 shares; 2026Q1: 76,557 shares 76,557 $2.58M 0.01% +2,950 Timeline VFMV 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: 4,863 shares; 2024Q4: 26,197 shares; 2025Q1: 28,497 shares; 2025Q2: 28,695 shares; 2025Q3: 27,655 shares; 2025Q4: 27,820 shares; 2026Q1: 19,292 shares 19,292 $2.57M 0.01% -8,528 Timeline IGPT 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: 37,213 shares; 2024Q4: 38,514 shares; 2025Q1: 40,318 shares; 2025Q2: 40,931 shares; 2025Q3: 41,399 shares; 2025Q4: 42,372 shares; 2026Q1: 44,189 shares 44,189 $2.57M 0.01% +1,817 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,637 shares; 2024Q4: 51,001 shares; 2025Q1: 83,141 shares; 2025Q2: 52,592 shares; 2025Q3: 60,778 shares; 2025Q4: 78,719 shares; 2026Q1: 113,244 shares 113,244 $2.56M 0.01% +34,525 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,320 shares; 2024Q4: 13,265 shares; 2025Q1: 12,994 shares; 2025Q2: 13,910 shares; 2025Q3: 18,185 shares; 2025Q4: 14,807 shares; 2026Q1: 15,779 shares 15,779 $2.56M 0.01% +972 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,616 shares; 2024Q4: 39,308 shares; 2025Q1: 34,774 shares; 2025Q2: 48,523 shares; 2025Q3: 88,534 shares; 2025Q4: 152,565 shares; 2026Q1: 182,126 shares 182,126 $2.56M 0.01% +29,561 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,945 shares; 2024Q4: 33,543 shares; 2025Q1: 32,762 shares; 2025Q2: 34,063 shares; 2025Q3: 39,858 shares; 2025Q4: 41,538 shares; 2026Q1: 39,837 shares 39,837 $2.56M 0.01% -1,701 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,187 shares; 2024Q4: 64,658 shares; 2025Q1: 63,687 shares; 2025Q2: 73,900 shares; 2025Q3: 67,224 shares; 2025Q4: 64,171 shares; 2026Q1: 62,233 shares 62,233 $2.56M 0.01% -1,938 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 5,201 shares; 2025Q1: 4,639 shares; 2025Q2: 5,000 shares; 2025Q3: 5,185 shares; 2025Q4: 5,091 shares; 2026Q1: 4,546 shares 4,546 $2.55M 0.01% -545 Timeline MINO 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: 93,530 shares; 2024Q4: 106,571 shares; 2025Q1: 102,827 shares; 2025Q2: 85,456 shares; 2025Q3: 69,571 shares; 2025Q4: 66,230 shares; 2026Q1: 56,503 shares 56,503 $2.55M 0.01% -9,727 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,631 shares; 2025Q4: 56,945 shares; 2026Q1: 56,535 shares 56,535 $2.55M 0.01% -410 Timeline ISCV 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: 32,636 shares; 2024Q4: 34,156 shares; 2025Q1: 34,891 shares; 2025Q2: 35,563 shares; 2025Q3: 34,830 shares; 2025Q4: 34,725 shares; 2026Q1: 36,535 shares 36,535 $2.54M 0.01% +1,810 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,578 shares; 2024Q4: 49,965 shares; 2025Q1: 50,208 shares; 2025Q2: 49,782 shares; 2025Q3: 49,330 shares; 2025Q4: 53,307 shares; 2026Q1: 128,450 shares 128,450 $2.54M 0.01% +75,143 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,570 shares; 2024Q4: 16,694 shares; 2025Q1: 16,082 shares; 2025Q2: 15,958 shares; 2025Q3: 15,131 shares; 2025Q4: 15,150 shares; 2026Q1: 20,325 shares 20,325 $2.53M 0.01% +5,175 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,243 shares; 2024Q4: 46,037 shares; 2025Q1: 68,244 shares; 2025Q2: 67,860 shares; 2025Q3: 54,881 shares; 2025Q4: 43,648 shares; 2026Q1: 39,731 shares 39,731 $2.53M 0.01% -3,917 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,218 shares; 2024Q4: 118,219 shares; 2025Q1: 113,777 shares; 2025Q2: 89,608 shares; 2025Q3: 76,437 shares; 2025Q4: 68,721 shares; 2026Q1: 67,158 shares 67,158 $2.52M 0.01% -1,563 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,162 shares; 2024Q4: 22,007 shares; 2025Q1: 22,564 shares; 2025Q2: 25,252 shares; 2025Q3: 46,509 shares; 2025Q4: 94,775 shares; 2026Q1: 100,134 shares 100,134 $2.52M 0.01% +5,359 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,612 shares; 2024Q4: 22,385 shares; 2025Q1: 36,289 shares; 2025Q2: 21,825 shares; 2025Q3: 22,701 shares; 2025Q4: 23,122 shares; 2026Q1: 21,792 shares 21,792 $2.52M 0.01% -1,330 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,360 shares; 2024Q4: 67,888 shares; 2025Q1: 65,415 shares; 2025Q2: 65,851 shares; 2025Q3: 64,113 shares; 2025Q4: 67,908 shares; 2026Q1: 74,365 shares 74,365 $2.52M 0.01% +6,457 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,953 shares; 2024Q4: 15,220 shares; 2025Q1: 16,071 shares; 2025Q2: 16,823 shares; 2025Q3: 23,589 shares; 2025Q4: 33,569 shares; 2026Q1: 46,586 shares 46,586 $2.52M 0.01% +13,017 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,816 shares; 2024Q4: 29,223 shares; 2025Q1: 29,563 shares; 2025Q2: 26,447 shares; 2025Q3: 27,485 shares; 2025Q4: 27,617 shares; 2026Q1: 26,890 shares 26,890 $2.51M 0.01% -727 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,896 shares; 2024Q4: 55,997 shares; 2025Q1: 54,861 shares; 2025Q2: 87,698 shares; 2025Q3: 70,579 shares; 2025Q4: 78,084 shares; 2026Q1: 41,666 shares 41,666 $2.51M 0.01% -36,418 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,533 shares; 2024Q4: 146,354 shares; 2025Q1: 193,098 shares; 2025Q2: 169,664 shares; 2025Q3: 168,617 shares; 2025Q4: 197,760 shares; 2026Q1: 230,807 shares 230,807 $2.5M 0.01% +33,047 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,602 shares; 2025Q1: 9,026 shares; 2025Q2: 9,731 shares; 2025Q3: 9,656 shares; 2025Q4: 12,780 shares; 2026Q1: 46,181 shares 46,181 $2.5M 0.01% +33,401 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,755 shares; 2025Q2: 70,580 shares; 2025Q3: 93,691 shares; 2025Q4: 95,700 shares; 2026Q1: 105,071 shares 105,071 $2.49M 0.01% +9,371 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,569 shares; 2024Q4: 62,342 shares; 2025Q1: 68,773 shares; 2025Q2: 71,542 shares; 2025Q3: 70,317 shares; 2025Q4: 71,612 shares; 2026Q1: 69,459 shares 69,459 $2.49M 0.01% -2,153 Timeline VWOB 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: 27,513 shares; 2024Q4: 25,159 shares; 2025Q1: 21,507 shares; 2025Q2: 22,521 shares; 2025Q3: 33,912 shares; 2025Q4: 52,969 shares; 2026Q1: 37,957 shares 37,957 $2.49M 0.01% -15,012 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 11,846 shares; 2025Q1: 11,786 shares; 2025Q2: 12,016 shares; 2025Q3: 10,180 shares; 2025Q4: 11,704 shares; 2026Q1: 41,467 shares 41,467 $2.49M 0.01% +29,763 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,483 shares; 2025Q1: 12,564 shares; 2025Q2: 13,319 shares; 2025Q3: 11,889 shares; 2025Q4: 11,887 shares; 2026Q1: 14,355 shares 14,355 $2.49M 0.01% +2,468 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,431 shares; 2024Q4: 55,727 shares; 2025Q1: 57,339 shares; 2025Q2: 47,814 shares; 2025Q3: 65,803 shares; 2025Q4: 66,994 shares; 2026Q1: 65,436 shares 65,436 $2.49M 0.01% -1,558 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,527 shares 35,527 $2.48M 0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,015 shares; 2024Q4: 31,087 shares; 2025Q1: 17,845 shares; 2025Q2: 18,544 shares; 2025Q3: 20,166 shares; 2025Q4: 23,207 shares; 2026Q1: 32,484 shares 32,484 $2.48M 0.01% +9,277 Timeline IBHH 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: 30,346 shares; 2024Q4: 41,666 shares; 2025Q1: 50,589 shares; 2025Q2: 58,784 shares; 2025Q3: 82,770 shares; 2025Q4: 89,445 shares; 2026Q1: 105,558 shares 105,558 $2.48M 0.01% +16,113 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,892 shares 17,892 $2.48M 0.01% new Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,788 shares; 2024Q4: 17,406 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189,112 shares; 2026Q1: 264,557 shares 264,557 $2.46M 0.01% +75,445 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,449 shares; 2024Q4: 36,883 shares; 2025Q1: 38,377 shares; 2025Q2: 41,558 shares; 2025Q3: 42,377 shares; 2025Q4: 47,596 shares; 2026Q1: 110,381 shares 110,381 $2.46M 0.01% +62,785 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,673 shares; 2024Q4: 56,491 shares; 2025Q1: 42,786 shares; 2025Q2: 41,154 shares; 2025Q3: 40,536 shares; 2025Q4: 39,418 shares; 2026Q1: 38,064 shares 38,064 $2.46M 0.01% -1,354 Timeline DTH 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: 79,398 shares; 2024Q4: 36,402 shares; 2025Q1: 45,111 shares; 2025Q2: 44,633 shares; 2025Q3: 43,262 shares; 2025Q4: 43,591 shares; 2026Q1: 45,365 shares 45,365 $2.45M 0.01% +1,774 Timeline LIT 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: 39,467 shares; 2024Q4: 34,503 shares; 2025Q1: 28,114 shares; 2025Q2: 25,729 shares; 2025Q3: 34,130 shares; 2025Q4: 32,465 shares; 2026Q1: 32,960 shares 32,960 $2.45M 0.01% +495 Timeline QDF 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: 29,714 shares; 2024Q4: 29,365 shares; 2025Q1: 29,287 shares; 2025Q2: 30,132 shares; 2025Q3: 31,637 shares; 2025Q4: 30,157 shares; 2026Q1: 30,878 shares 30,878 $2.44M 0.01% +721 Timeline IEO 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: 29,522 shares; 2024Q4: 33,990 shares; 2025Q1: 34,211 shares; 2025Q2: 18,065 shares; 2025Q3: 17,137 shares; 2025Q4: 16,108 shares; 2026Q1: 19,532 shares 19,532 $2.44M 0.01% +3,424 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,780 shares; 2024Q4: 14,959 shares; 2025Q1: 16,317 shares; 2025Q2: 17,956 shares; 2025Q3: 17,763 shares; 2025Q4: 18,114 shares; 2026Q1: 17,469 shares 17,469 $2.44M 0.01% -645 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,222 shares; 2025Q4: 93,587 shares; 2026Q1: 135,219 shares 135,219 $2.44M 0.01% +41,632 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 5,608 shares; 2025Q1: 4,696 shares; 2025Q2: 8,016 shares; 2025Q3: 13,645 shares; 2025Q4: 12,321 shares; 2026Q1: 16,195 shares 16,195 $2.43M 0.01% +3,874 Timeline JPSE 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: 26,910 shares; 2024Q4: 25,294 shares; 2025Q1: 26,172 shares; 2025Q2: 23,663 shares; 2025Q3: 41,196 shares; 2025Q4: 46,940 shares; 2026Q1: 46,367 shares 46,367 $2.43M 0.01% -573 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,302 shares; 2024Q4: 45,990 shares; 2025Q1: 44,711 shares; 2025Q2: 45,845 shares; 2025Q3: 48,512 shares; 2025Q4: 44,226 shares; 2026Q1: 42,196 shares 42,196 $2.43M 0.01% -2,030 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,460 shares; 2024Q4: 131,709 shares; 2025Q1: 147,415 shares; 2025Q2: 151,654 shares; 2025Q3: 146,907 shares; 2025Q4: 140,995 shares; 2026Q1: 187,823 shares 187,823 $2.43M 0.01% +46,828 Timeline BAB 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: 62,331 shares; 2024Q4: 54,266 shares; 2025Q1: 57,602 shares; 2025Q2: 65,137 shares; 2025Q3: 72,937 shares; 2025Q4: 74,034 shares; 2026Q1: 90,080 shares 90,080 $2.43M 0.01% +16,046 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,590 shares; 2024Q4: 25,588 shares; 2025Q1: 28,293 shares; 2025Q2: 27,257 shares; 2025Q3: 25,104 shares; 2025Q4: 31,952 shares; 2026Q1: 37,293 shares 37,293 $2.43M 0.01% +5,341 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,386 shares; 2024Q4: 102,106 shares; 2025Q1: 106,140 shares; 2025Q2: 115,853 shares; 2025Q3: 138,317 shares; 2025Q4: 152,667 shares; 2026Q1: 140,665 shares 140,665 $2.42M 0.01% -12,002 Timeline PTF 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: 58,748 shares; 2024Q4: 60,195 shares; 2025Q1: 95,925 shares; 2025Q2: 51,586 shares; 2025Q3: 33,848 shares; 2025Q4: 31,336 shares; 2026Q1: 28,030 shares 28,030 $2.42M 0.01% -3,306 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,874 shares; 2024Q4: 43,408 shares; 2025Q1: 42,882 shares; 2025Q2: 53,564 shares; 2025Q3: 53,101 shares; 2025Q4: 54,266 shares; 2026Q1: 55,896 shares 55,896 $2.41M 0.01% +1,630 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,605 shares; 2025Q1: 13,850 shares; 2025Q2: 16,019 shares; 2025Q3: 21,495 shares; 2025Q4: 29,683 shares; 2026Q1: 36,661 shares 36,661 $2.41M 0.01% +6,978 Timeline PTIN 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: 75,384 shares; 2024Q4: 77,702 shares; 2025Q1: 79,205 shares; 2025Q2: 89,140 shares; 2025Q3: 75,033 shares; 2025Q4: 72,502 shares; 2026Q1: 73,746 shares 73,746 $2.4M 0.01% +1,244 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,405 shares; 2024Q4: 8,520 shares; 2025Q1: 8,951 shares; 2025Q2: 9,434 shares; 2025Q3: 10,375 shares; 2025Q4: 10,757 shares; 2026Q1: 10,820 shares 10,820 $2.39M 0.01% +63 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,950 shares; 2024Q4: 23,998 shares; 2025Q1: 26,483 shares; 2025Q2: 29,508 shares; 2025Q3: 33,953 shares; 2025Q4: 36,250 shares; 2026Q1: 58,038 shares 58,038 $2.39M 0.01% +21,788 Timeline CPRY 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: 87,992 shares; 2025Q3: 88,991 shares; 2025Q4: 89,051 shares; 2026Q1: 88,052 shares 88,052 $2.39M 0.01% -999 Timeline XDEC 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: 150,954 shares; 2024Q4: 116,926 shares; 2025Q1: 136,120 shares; 2025Q2: 100,079 shares; 2025Q3: 61,299 shares; 2025Q4: 60,794 shares; 2026Q1: 59,139 shares 59,139 $2.38M 0.01% -1,655 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125,046 shares; 2026Q1: 125,849 shares 125,849 $2.38M 0.01% +803 Timeline FCSH FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,264 shares; 2024Q4: 16,462 shares; 2025Q1: 17,304 shares; 2025Q2: 29,818 shares; 2025Q3: 88,439 shares; 2025Q4: 101,550 shares; 2026Q1: 98,032 shares 98,032 $2.38M 0.01% -3,518 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,017 shares; 2024Q4: 149,983 shares; 2025Q1: 154,777 shares; 2025Q2: 164,432 shares; 2025Q3: 175,926 shares; 2025Q4: 191,498 shares; 2026Q1: 175,859 shares 175,859 $2.38M 0.01% -15,639 Timeline QSIX 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: 6,959 shares; 2025Q1: 13,239 shares; 2025Q2: 29,823 shares; 2025Q3: 41,767 shares; 2025Q4: 55,071 shares; 2026Q1: 67,838 shares 67,838 $2.38M 0.01% +12,767 Timeline IBTG 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: 87,360 shares; 2024Q4: 95,938 shares; 2025Q1: 101,468 shares; 2025Q2: 100,762 shares; 2025Q3: 96,665 shares; 2025Q4: 100,278 shares; 2026Q1: 103,622 shares 103,622 $2.38M 0.01% +3,344 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,695 shares; 2024Q4: 46,166 shares; 2025Q1: 46,390 shares; 2025Q2: 55,349 shares; 2025Q3: 50,836 shares; 2025Q4: 51,611 shares; 2026Q1: 52,852 shares 52,852 $2.37M 0.01% +1,241 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,098 shares; 2024Q4: 31,302 shares; 2025Q1: 31,673 shares; 2025Q2: 29,640 shares; 2025Q3: 29,133 shares; 2025Q4: 30,778 shares; 2026Q1: 30,729 shares 30,729 $2.37M 0.01% -49 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,069 shares; 2026Q1: 13,628 shares 13,628 $2.37M 0.01% +559 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,635 shares; 2024Q4: 106,495 shares; 2025Q1: 108,646 shares; 2025Q2: 109,463 shares; 2025Q3: 110,399 shares; 2025Q4: 113,932 shares; 2026Q1: 123,022 shares 123,022 $2.36M 0.01% +9,090 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: 36,490 shares; 2025Q1: 70,971 shares; 2025Q2: 79,671 shares; 2025Q3: 84,027 shares; 2025Q4: 105,027 shares; 2026Q1: 147,252 shares 147,252 $2.36M 0.01% +42,225 Timeline IGHG 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: 15,744 shares; 2024Q4: 16,149 shares; 2025Q1: 21,248 shares; 2025Q2: 21,625 shares; 2025Q3: 20,976 shares; 2025Q4: 25,922 shares; 2026Q1: 30,314 shares 30,314 $2.35M 0.01% +4,392 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,688 shares; 2024Q4: 112,011 shares; 2025Q1: 78,296 shares; 2025Q2: 46,958 shares; 2025Q3: 66,200 shares; 2025Q4: 67,095 shares; 2026Q1: 68,587 shares 68,587 $2.35M 0.01% +1,492 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,862 shares; 2024Q4: 104,784 shares; 2025Q1: 59,580 shares; 2025Q2: 59,455 shares; 2025Q3: 68,899 shares; 2025Q4: 47,670 shares; 2026Q1: 43,950 shares 43,950 $2.35M 0.01% -3,720 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210,400 shares; 2025Q1: 188,967 shares; 2025Q2: 179,066 shares; 2025Q3: 192,007 shares; 2025Q4: 178,918 shares; 2026Q1: 166,462 shares 166,462 $2.34M 0.01% -12,456 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,381 shares; 2024Q4: 49,985 shares; 2025Q1: 45,007 shares; 2025Q2: 52,092 shares; 2025Q3: 45,670 shares; 2025Q4: 43,720 shares; 2026Q1: 44,260 shares 44,260 $2.34M 0.01% +540 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,832 shares; 2024Q4: 42,219 shares; 2025Q1: 43,433 shares; 2025Q2: 44,332 shares; 2025Q3: 45,481 shares; 2025Q4: 42,873 shares; 2026Q1: 25,855 shares 25,855 $2.33M 0.01% -17,018 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,419 shares; 2025Q1: 36,613 shares; 2025Q2: 57,586 shares; 2025Q3: 53,144 shares; 2025Q4: 76,083 shares; 2026Q1: 94,024 shares 94,024 $2.33M 0.01% +17,941 Timeline URTH 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: 11,285 shares; 2024Q4: 9,328 shares; 2025Q1: 9,153 shares; 2025Q2: 21,370 shares; 2025Q3: 21,136 shares; 2025Q4: 12,907 shares; 2026Q1: 12,896 shares 12,896 $2.32M 0.01% -11 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,500 shares; 2024Q4: 162,106 shares; 2025Q1: 153,147 shares; 2025Q2: 164,755 shares; 2025Q3: 167,468 shares; 2025Q4: 167,690 shares; 2026Q1: 157,097 shares 157,097 $2.32M 0.01% -10,593 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,719 shares; 2024Q4: 38,592 shares; 2025Q1: 38,542 shares; 2025Q2: 37,196 shares; 2025Q3: 34,046 shares; 2025Q4: 42,674 shares; 2026Q1: 41,024 shares 41,024 $2.31M 0.01% -1,650 Timeline FFLC 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: 7,119 shares; 2024Q4: 6,606 shares; 2025Q1: 7,974 shares; 2025Q2: 5,156 shares; 2025Q3: 12,819 shares; 2025Q4: 26,335 shares; 2026Q1: 45,017 shares 45,017 $2.31M 0.01% +18,682 Timeline QPX 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: 56,733 shares; 2024Q4: 55,726 shares; 2025Q1: 54,382 shares; 2025Q2: 54,446 shares; 2025Q3: 54,134 shares; 2025Q4: 54,332 shares; 2026Q1: 54,466 shares 54,466 $2.31M 0.01% +134 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 4,746 shares; 2025Q1: 4,487 shares; 2025Q2: 12,701 shares; 2025Q3: 14,882 shares; 2025Q4: 11,607 shares; 2026Q1: 12,732 shares 12,732 $2.31M 0.01% +1,125 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,456 shares; 2024Q4: 33,010 shares; 2025Q1: 33,328 shares; 2025Q2: 38,688 shares; 2025Q3: 48,422 shares; 2025Q4: 47,471 shares; 2026Q1: 47,821 shares 47,821 $2.3M 0.01% +350 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,106 shares; 2024Q4: 46,411 shares; 2025Q1: 43,312 shares; 2025Q2: 41,266 shares; 2025Q3: 71,381 shares; 2025Q4: 105,195 shares; 2026Q1: 121,120 shares 121,120 $2.3M 0.01% +15,925 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,491 shares; 2024Q4: 13,959 shares; 2025Q1: 10,761 shares; 2025Q2: 7,382 shares; 2025Q3: 4,898 shares; 2025Q4: 4,250 shares; 2026Q1: 4,251 shares 4,251 $2.3M 0.01% +1 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,040 shares 46,040 $2.3M 0.01% new Timeline DNL 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: 47,543 shares; 2024Q4: 49,763 shares; 2025Q1: 52,543 shares; 2025Q2: 55,025 shares; 2025Q3: 55,958 shares; 2025Q4: 55,897 shares; 2026Q1: 56,808 shares 56,808 $2.29M 0.01% +911 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,596 shares; 2024Q4: 93,278 shares; 2025Q1: 94,117 shares; 2025Q2: 76,685 shares; 2025Q3: 83,060 shares; 2025Q4: 91,246 shares; 2026Q1: 86,634 shares 86,634 $2.29M 0.01% -4,612 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,649 shares; 2024Q4: 36,239 shares; 2025Q1: 59,086 shares; 2025Q2: 54,404 shares; 2025Q3: 33,735 shares; 2025Q4: 33,588 shares; 2026Q1: 35,419 shares 35,419 $2.29M 0.01% +1,831 Timeline TVAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,425 shares; 2025Q1: 41,938 shares; 2025Q2: 42,503 shares; 2025Q3: 45,629 shares; 2025Q4: 54,120 shares; 2026Q1: 63,072 shares 63,072 $2.28M 0.01% +8,952 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,354 shares; 2024Q4: 33,841 shares; 2025Q1: 28,459 shares; 2025Q2: 28,465 shares; 2025Q3: 26,530 shares; 2025Q4: 32,220 shares; 2026Q1: 28,422 shares 28,422 $2.28M 0.01% -3,798 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,665 shares; 2024Q4: 255,100 shares; 2025Q1: 257,992 shares; 2025Q2: 254,973 shares; 2025Q3: 253,448 shares; 2025Q4: 237,655 shares; 2026Q1: 239,382 shares 239,382 $2.27M 0.01% +1,727 Timeline